Epicor Integration
The B2B quoting layer for Epicor Kinetic.
Part and price sync from Epicor Kinetic, with sales order creation from accepted quotes when an Order Sync Rule is active.
Connector Technical Specs
Integration Overview
How TackQuote connects with Epicor
Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.
TackQuote integrates with Epicor Kinetic (ERP 10/11) through its REST API so quotes are built from live part records and accepted quotes are written back as Epicor sales orders. TackQuote maps Epicor parts to quotable products and Epicor customers to buyer records. Part, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh. Order writes are gated on an active Order Sync Rule targeting this connection — connecting alone does not enable them, and they are not automatic on acceptance.
Bi-Directional Sync
Data objects synchronized between systems
Here is exactly how data flows between TackQuote and Epicor to maintain complete system alignment.
Master Price Book Sync
Sync contract pricing matrices, volume discount tiers, and customer-specific price books from Epicor.
Sales Order & Invoice Post
Post accepted quotes directly as sales orders or accounts receivable invoices into Epicor GL accounts.
Net Terms & Credit Limit Check
Validate buyer credit balances and payment terms in Epicor before enabling Net-30 quote checkout.
Tax Code & AR Ledger Mapping
Align tax jurisdiction codes and line-item revenue accounts across Epicor and TackQuote.
Capabilities
What's included in the Epicor connector
Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.
Part & Price Sync
TackQuote pulls Epicor parts, price lists, and units into the quote builder on a scheduled cadence.
Sales Order Creation
Accepted quotes create Epicor sales orders with parts, quantities, customer, and terms mapped across. Order creation is not automatic on acceptance: it runs when an active Order Sync Rule targets this connection, or when the buyer checks out against it after you switch on Integrations → Use for checkout.
Buyer → Customer Mapping
Orders are filed against the Epicor customer mapped to the buyer, or the default customer id you configure. TackQuote does not search your Epicor customer master and does not create customer records.
On-Hand Inventory
On-hand quantities by plant/warehouse pull into TackQuote for accurate availability.
Setup Guide
4 steps to connect Epicor
TackQuote connects to Epicor Kinetic via the REST API using an API key and service account. Parts and inventory refresh every two hours; sales orders are pushed only when an accepted quote matches an active Order Sync Rule.
Create an API key & service account
In Epicor, generate a REST API key and configure a service account with part, customer, and order entry permissions.
Connect in TackQuote
Enter your Epicor app server URL, API key, and — required — the Epicor company id the integration works in. The company scopes every read and write, so TackQuote will not guess one — and do not enter EPIC06, which is Epicor’s own demo company and was previously a silent fallback that addressed the wrong company. Add your service account as user:password if your deployment requires an API key plus a user.
Map parts and order defaults
Confirm price list and plant mapping and set the order defaults used when quotes are accepted.
Go live
Build quotes from live Epicor parts. Accepted quotes create sales orders and matched customers once an active Order Sync Rule targets this connection — connecting alone does not enable it.
Requirements
What you need to get started
Prerequisites for authenticating Epicor with your TackQuote tenant.
- Epicor Kinetic / ERP 10 or 11 with the REST API enabled
- REST API key and service account with order entry permissions
- The Epicor company id the integration should work in (your own company id — not EPIC06, which is Epicor’s demo company) — required
- Network access from TackQuote to your Epicor endpoint
- TackQuote Pro plan or above
All integrations included
No per-connector fees, middleware subscriptions, or hidden charges. Connect Epicor and all 79 connectors under your standard TackQuote plan.
FAQ
Frequently asked questions about Epicor
Does TackQuote support both cloud and on-prem Epicor?
Yes, as long as the Epicor REST API is enabled and reachable by TackQuote. Cloud deployments are the most common configuration.
What do I need to connect TackQuote to Epicor?
Your Epicor app server URL, a REST API key, a service account with part, customer, and order entry permissions, and the Epicor company id the integration should work in. The company is required — it scopes every request, so TackQuote asks for it rather than assuming a default. TackQuote Pro plan or above.
How current is the part and inventory data?
Parts, pricing, and on-hand inventory refresh on a two-hour scheduled pull plus an on-demand refresh, while sales orders push to Epicor only when an accepted quote matches an active Order Sync Rule.
Workflow Ecosystem
Works seamlessly alongside Epicor
Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.
Ready to connect Epicor?
Start your free 14-day TackQuote trial. Connect Epicor in under 5 minutes with zero credit card required.