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Zoho People + Epicor Integration

Clarity Connect™ integrates Zoho People with Epicor, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Zoho People and Epicor through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Zoho People and Epicor.

  • Custom fields in Zoho People can be mapped to custom fields in Epicor (e.g., UD fields, user-defined tables) for specific business requirements.
  • The iPaaS allows dynamic mapping of these custom fields with appropriate data type conversions.
Implementation Timeline

Go live with Zoho People + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Zoho People and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Zoho People + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Custom fields in Zoho People can be mapped to custom fields in Epicor (e.g., UD fields, user-defined tables) for specific business requirements.
  • The iPaaS allows dynamic mapping of these custom fields with appropriate data type conversions.

Robust Integration Architecture: Zoho People & Epicor

The recommended integration architecture leverages a modern, cloud-native iPaaS as the central orchestration layer, ensuring secure, scalable, and resilient data exchange between Zoho People and Epicor. This approach prioritizes an event-driven model to achieve near real-time synchronization for critical HR and operational data.

Data Flow Steps

Event-Driven Architecture: Utilizing Zoho People webhooks to trigger immediate actions in Epicor via the iPaaS, ensuring real-time data consistency.

Canonical Data Model: Defining a standardized intermediate data format within the iPaaS to simplify mapping between Zoho People and Epicor's distinct schemas.

Batch Processing: For high-volume, non-real-time data (e.g., historical timesheet imports), using scheduled batch jobs with optimized bulk API calls.

Idempotent Operations: Designing API calls to Epicor to produce the same result even if executed multiple times, preventing duplicate record creation during retries.

Circuit Breaker Pattern: Implementing logic to temporarily stop calls to a failing system (Zoho People or Epicor) to prevent cascading failures and allow recovery.

Data Touchpoints

Zoho People: Source HRIS, providing employee master data, time, leave, and expenses.
Epicor: Target ERP, consuming HR data for payroll, job costing, and financial operations.
iPaaS (Integration Platform as a Service): The central hub for orchestration, transformation, and governance.
Zoho People Webhooks: Event publishers for real-time notifications of HR changes.
Epicor REST APIs: Programmatic interfaces for data ingestion and retrieval.
API Gateway: Manages API traffic, security, and rate limiting.
Message Queues: For asynchronous processing and handling bursts of data (e.g., attendance records).
Data Transformation Engine: Within iPaaS, for schema mapping and data manipulation.
AI Co-pilot: Embedded in iPaaS for intelligent mapping, validation, and anomaly detection.
Secret Manager: Securely stores API keys, tokens, and credentials.

"Conceptual diagram would show Zoho People on the left, Epicor on the right, and the iPaaS in the center. Webhooks from Zoho People feed into the iPaaS. The iPaaS connects to Epicor via its REST APIs. Key components within the iPaaS would be: Connectors (Zoho People, Epicor), Visual Workflow Designer, Data Transformation Engine, AI Co-pilot, Error Handling & Logging, Monitoring Dashboard, and API Gateway."

Pricing

Simple, transparent pricing for Zoho People + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Zoho People

Integrating Zoho People fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Employee / LaborDtl (Employee Part)

Synchronizes core employee data from Zoho People to Epicor to support labor costing, payroll processing, and operational assignments.

Zoho People Fields

[field, EmployeeID],[type, string],[description, Unique identifier for the employee.] [field, FirstName],[type, string],[description, Employee's first name.] [field, LastName],[type, string],[description, Employee's last name.] [field, Email],[type, string],[description, Employee's corporate email address.] [field, DateOfJoining],[type, date],[description, Date employee joined the company.] [field, Department],[type, string],[description, Department employee belongs to.] [field, Designation],[type, string],[description, Employee's job title/role.] [field, EmploymentStatus],[type, string],[description, Active, Terminated, On Leave, etc.] [field, ManagerID],[type, string],[description, ID of the employee's manager.]

Epicor Fields

[field, EmployeeNum],[type, string],[description, Unique identifier for the employee in Epicor, often mapped from Zoho People EmployeeID.] [field, Name],[type, string],[description, Employee's full name.] [field, EmailAddress],[type, string],[description, Employee's email for Epicor communications.] [field, HireDate],[type, date],[description, Date employee was hired.] [field, EmpStatus],[type, string],[description, Current employment status (Active, Inactive).] [field, DeptCode],[type, string],[description, Department code for cost allocation.] [field, JobCode],[type, string],[description, Job code/title in Epicor.] [field, SupervisorID],[type, string],[description, Supervisor's ID.]

Mapping Notes

Zoho People's 'EmployeeID' is typically the canonical identifier and should map directly to Epicor's 'EmployeeNum' or a custom field. 'FirstName' and 'LastName' can be concatenated for Epicor's 'Name' field. 'Department' and 'Designation' require lookup or transformation against Epicor's master data (e.g., 'DeptCode', 'JobCode'). Employment status changes (e.g., termination) in Zoho People should trigger updates to 'EmpStatus' in Epicor.

Next Steps

See Zoho People + Epicor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Employee Data Synchronization for Labor Costing

Automatically sync new hires, employee updates, and terminations from Zoho People to Epicor, ensuring accurate employee records for labor tracking, project assignments, and security access in Epicor's production and financial modules.

Integration Steps:

  1. 0 New Employee created/updated in Zoho People triggers webhook.
  2. 1 iPaaS captures event, transforms Zoho People 'Employee' entity data.
  3. 2 iPaaS creates/updates corresponding employee record in Epicor 'LaborDtl' or a custom employee entity via API.
  4. 3 Validation checks ensure data integrity and uniqueness (e.g., EmployeeID).
  5. 4 Confirmation sent back to Zoho People or HR dashboard.

Business Outcome

Accurate labor costing, streamlined employee onboarding/offboarding in ERP, consistent employee master data, reduced manual entry for Epicor users.

Frequency

Real-time (event-driven)

Implementation Timeline

Go live with Zoho People + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Zoho People and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Zoho People + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose

⚡ Transformation Logic

  • Zoho People 'EmployeeID' to Epicor 'EmployeeNum' (direct map, unique key).
  • Zoho People 'FirstName', 'LastName' to Epicor 'Name' (concatenation).
  • Zoho People 'Department' to Epicor 'DeptCode' (lookup table based on organizational hierarchy).
  • Zoho People 'Timesheet.TotalRegularHours' to Epicor 'LaborDtl.LaborQty' with 'ExpenseCode'='REG'.
  • Zoho People 'Timesheet.TotalOvertimeHours' to Epicor 'LaborDtl.LaborQty' with 'ExpenseCode'='OT'.
  • Zoho People 'ExpenseReport.EmployeeID' to Epicor 'APInvoice.VendorNum' (lookup employee as vendor).
  • Zoho People 'ExpenseReport.ExpenseItems.Category' to Epicor 'APInvoiceDtl.GLAccount' (lookup table).
  • Date format conversion (e.g., YYYY-MM-DD to Epicor's required format).
  • Currency code standardization (e.g., 'USD' from Zoho People to Epicor's default).
  • Conditional logic for specific employee types or expense categories.

🛡️ Error Handling

  • Zoho People API unreachable or returning errors.
  • Epicor API returning validation errors (e.g., invalid 'EmployeeNum', 'GLAccount').
  • Data transformation failures due to unexpected input formats.
  • Network interruptions between iPaaS and either system.
  • Rate limits exceeded on either Zoho People or Epicor.
  • Missing master data in Epicor (e.g., Department, Vendor for employee).
Pricing

Simple, transparent pricing for Zoho People + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ What is the primary benefit of integrating Zoho People with Epicor?
The primary benefit is the automation of critical HR and financial workflows, eliminating manual data entry, reducing errors, and ensuring real-time data consistency between employee management (Zoho People) and core ERP functions (Epicor) like payroll, labor costing, and accounts payable.

Workflows FAQs

▸ How does the integration handle employee time and attendance for Epicor's job costing?
Approved time and attendance data from Zoho People's Timesheet or Attendance Record entities are automatically transferred to Epicor's LaborDtl entity. This allows for accurate allocation of labor hours and costs to specific jobs or projects within Epicor, crucial for manufacturing and project-based businesses.
▸ Can I automate employee expense reimbursements from Zoho People into Epicor?
Yes, absolutely. Once an expense report is approved in Zoho People, the integration automatically creates a corresponding Accounts Payable (AP) invoice in Epicor. This streamlines the reimbursement process, reduces manual AP entry, and ensures accurate financial reconciliation.

Security FAQs

▸ What security measures are in place for this integration?
Security is paramount. The integration uses OAuth 2.0 or token-based authentication for API access, encrypts all data in transit (HTTPS/TLS 1.2+), and stores credentials securely. We adhere to the principle of least privilege, granting only necessary permissions, and comply with data privacy regulations like GDPR and CCPA.

Technology FAQs

▸ Is a low-code/no-code approach suitable for Zoho People and Epicor integrations?
Yes, a low-code/no-code iPaaS is ideal. It empowers HR and finance teams to visually design, configure, and manage integration workflows without extensive coding. This accelerates development, reduces reliance on IT, and allows for agile adaptation to changing business needs.

AI Capabilities FAQs

▸ How does AI enhance the Zoho People-Epicor integration?
AI significantly boosts efficiency by suggesting optimal field mappings, validating data against historical patterns, detecting anomalies (e.g., unusual expense claims or attendance), and providing intelligent recommendations for error resolution. This reduces manual oversight and improves data quality.

Troubleshooting FAQs

▸ What happens if there's an error during data synchronization?
Our iPaaS provides robust error handling. This includes automatic retries with exponential backoff for transient issues, detailed logging, and dead-letter queues for persistent failures. Critical errors trigger immediate alerts to relevant teams, allowing for quick investigation and reprocessing, preventing data loss.

Customization FAQs

▸ Can the integration handle custom fields in Zoho People and Epicor?
Absolutely. The iPaaS's flexible mapping engine supports the integration of custom fields from both Zoho People and Epicor (e.g., Epicor's UD fields). You can easily map and transform data between these custom fields to meet your unique business requirements.
Implementation Timeline

Go live with Zoho People + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Zoho People and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Zoho People + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Zoho People + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Zoho People + Epicor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo