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Connect Epicor and Klipfolio

Connecting Epicor and Klipfolio for a company could enable the transfer of business data from Epicor into Klipfolio dashboards. This could allow decision makers to view real-time or periodically updated metrics based on operational or financial data managed in Epicor, supporting more informed business analysis and reporting within Klipfolio.

You can build this integration on the System2System platform. We design the connection between Epicor and Klipfolio around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Epicor and Klipfolio?

A company that operates both Epicor and Klipfolio could benefit from connecting these systems to facilitate the exchange of business-critical data. Such a connection could help ensure that information remains consistent and up-to-date across operational and reporting environments. Without this kind of integration, teams may need to manually re-enter data from Epicor into Klipfolio, which increases the risk of errors, data duplication, and wasted effort. Over time, records could become inconsistent between the two systems, leading to confusion and decisions based on outdated or incomplete information. If Epicor is used for enterprise resource planning and Klipfolio for business analytics and dashboards, the types of data that could be exchanged include sales figures, inventory levels, financial summaries, and operational metrics. This exchange could allow for more timely and accurate reporting in Klipfolio, drawing directly from the transactional data managed in Epicor. However, what can actually be exchanged depends on the data each system exposes through its API, and must be determined on a case-by-case basis.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Epicor and Klipfolio make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.

About these systems

Read more about each system and what it can be connected to

Looking to connect these systems?

Talk to us about what your setup needs. No obligation.

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