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Connect Epicor and Tableau

Connecting Epicor and Tableau for a company would involve enabling the transfer of business data from Epicor’s ERP environment into Tableau for advanced analytics and visualization. This could allow users to analyze operational and financial information in Tableau, supporting improved reporting and decision-making based on data maintained in Epicor.

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

A company that operates both Epicor and Tableau could consider connecting these systems to enable more efficient and accurate data exchange. The primary motivation for such a connection would be to reduce manual work, such as duplicate data entry, and to ensure that business decisions are always based on the most current and consistent information available. Without a connection, staff may need to manually export data from Epicor and import it into Tableau, which introduces the risk of errors and delays. Over time, records in the two systems could become inconsistent, leading to situations where reports and dashboards in Tableau do not reflect the latest transactions or operational changes recorded in Epicor. This could result in decisions being made based on outdated or incomplete data. If a connection were established, it could allow for the transfer of various types of data, such as sales figures, inventory levels, or production metrics from Epicor into Tableau for analysis and visualization. The specific data that could be exchanged would depend entirely on what each system exposes through its API and would need to be determined for each particular case.

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 Tableau 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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