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Connect Epicor and SharpSpring

Connecting Epicor and SharpSpring for a company could allow information to move between enterprise resource planning and marketing automation functions. This could support improved data accuracy, more efficient workflows, and coordinated reporting by making relevant business data available in both systems, depending on the company’s specific requirements and configuration.

You can build this integration on the System2System platform. We design the connection between Epicor and SharpSpring 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 SharpSpring?

A company that operates both Epicor and SharpSpring could benefit from connecting these systems to enable consistent and timely data exchange. Without a connection, staff may have to enter the same information in both systems, increasing the risk of errors and taking up valuable time. Disconnected systems can also lead to records that diverge over time, causing confusion and making it harder to maintain a single source of truth. Decisions made using outdated or inconsistent data can have a negative impact on operations and customer relationships. If these systems were connected, companies could exchange data such as customer details, sales orders, and marketing campaign results, depending on what each system is designed to manage. The actual data that can be exchanged depends on what each system exposes through its API, and is determined for each situation.

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 SharpSpring 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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