Epicor Integration
The B2B quoting layer for Epicor Kinetic.
Part and customer sync from Epicor Kinetic, with sales order creation on acceptance.
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, and sales orders are pushed as soon as a quote is accepted.
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.
Customer Sync
TackQuote matches buyers to Epicor customers and creates new records where needed.
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 on acceptance.
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 base URL, company, API key, and credentials in TackQuote Integrations → Epicor. TackQuote begins the part sync.
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 automatically.
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
- 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 63+ 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?
A REST API key and a service account with part, customer, and order entry permissions, plus 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 immediately on quote acceptance.
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.