Overview

Our DIY Developer Guide for Epicor offers a comprehensive roadmap for building secure and scalable custom integrations. Epicor ERP systems, including Epicor Kinetic and Epicor ERP 10, feature RESTful and SOAP-based APIs that are perfect for connecting with eCommerce platforms, CRMs, inventory management solutions, and financial applications.

Epicor is dedicated to cultivating a diverse and collaborative global workplace where employees can work seamlessly across different countries and cultures.

Whether you’re syncing orders, updating inventory, or automating accounting entries, mastering Epicor integrations boosts operational workflows and business efficiency. Epicor’s philosophy centers on putting people first, fostering a culture that values employee well-being and growth. With ongoing support—including continuous training, mentorship, and resources—Epicor guides employees toward the right career path. The company highlights both career goal setting and focused career goal setting, offering clear pathways for advancement and internal mobility. Programs for continuing education, such as LinkedIn Learning and education support initiatives, help employees enhance their skills. Built on mutual trust, Epicor’s culture encourages innovation and embraces new ideas within a supportive, inclusive environment. Employees are motivated to keep challenging themselves, fueling continuous improvement and innovation. This dedication paves the way for a brighter future for both employees and partners alike.

Epicor embraces the real you, encouraging employees to bring their authentic selves to work within an inclusive and supportive environment.

To stay connected and explore future opportunities, consider joining Epicor’s talent community. Epicor empowers businesses to remain future-ready by integrating cutting-edge technologies and promoting adaptability.

Embarking on Your Career Journey

At Epicor, your career accelerates without unnecessary delays or distractions. From your very first day, you become part of teams that deliver results where your ideas count and your skills rapidly develop. We provide hands-on training, genuine mentorship, and focused goal setting that truly makes a difference. The Epicor Career Assistant offers job searching tools proven to work 2.5 times faster than average. Less time searching, more time landing the right job. Whether you’re just starting out or advancing your career, Epicor prioritizes your success. We help you work smarter, not harder. Real growth. Real opportunities. Real outcomes.

Understanding the Job Description

Looking for job opportunities at Epicor? We simplify the search for the perfect role. Every job posting provides clear role descriptions, genuine responsibilities, and the specific skills required—no fluff, no guesswork. You can verify job positions through our official channels, ensuring every opportunity is legitimate. Our HR Business Partners facilitate a smooth process, promptly answering your questions and keeping your application moving forward. At Epicor, our people-first approach means transparent hiring, efficient support, and connecting you with roles where you can make a real impact. From application to offer, we’ve got it covered.

Epicor Training and Education

Epicor understands that your team needs practical skills, not just superficial training. That’s why we developed an education portal designed to equip everyone—from business development reps to software engineers—with the essential tools to stay ahead. No more last-minute scrambling to learn BAQs, BPMs, or REST services. Our training focuses on what truly matters: customizations, functions, and the cutting-edge AI technology transforming business. Smarter skill development. Accelerated career advancement.

We understand that training budgets can be limited and teams are often spread across the globe. That’s why our programs prioritize cost management to maximize training and operational efficiency, delivering results regardless of where your team members are located. The Epicor Career Assistant simplifies job searching by offering all the best tools in one place, completely free. Whether you’re progressing within Epicor or seeking new opportunities, we support you in setting focused career goals and achieving them. Say goodbye to career uncertainty and missed chances—just straightforward paths forward.

Setting Up the Development Environment

Setting up your Epicor development environment correctly ensures you become productive quickly. Say goodbye to compatibility issues and endless searches for documentation. Begin with Visual Studio for coding and debugging, supplement with investigative tools designed for on-premise environments, and explore Epicor’s business object documentation on Epicweb, along with the crucial BPM cookbooks and programming guides found in the application help. A smart setup now means fewer headaches down the line.

Security is not optional—it’s the cornerstone of confident development. Always verify every job posting and confirm recruiter legitimacy before sharing any personal details. Avoid falling victim to phishing schemes that can compromise your environment and sensitive data. When your security measures are robust, you can focus on what truly matters: writing code and building effective business solutions. Maintaining clean security protocols ensures your development work remains protected, your data stays secure, and your projects progress smoothly without costly disruptions.

Be vigilant in identifying phishing scams by carefully scrutinizing email addresses for close variations, such as misspellings or altered domains, and remain cautious of individuals who impersonate legitimate recruiters or hiring managers. Scammers may try to collect personal information or falsely demand payment for job applications. Authentic employment portals related to Epicor will never request such information. Any necessary background checks will be conducted directly by Epicor without requiring payment from applicants. Epicor disclaims responsibility for any harm resulting from falling victim to fraudulent communications.

When verifying job postings and recruiter legitimacy, ensure that official communications come exclusively from verified Epicor channels and recognized employment portals. You should expect clear security protocols and should never be asked to provide sensitive information or make any payments during the application process. Stay alert throughout all recruitment interactions, as phishing scams and misleading communications can occur at any stage.

Prerequisites for Epicor Integrations

• Access to Epicor ERP system with API access enabled (Epicor REST Services)
• API keys, client credentials, and instance URL
• Familiarity with:
  • REST and SOAP APIs
  • OData queries (for REST services)
  • JSON and XML payload structures
• Tools: Postman, Epicor REST API Help Pages, Epicor Service Connect (for older versions), APIWORX (for eCommerce integration)

Epicor ERP 10 Overview

Epicor ERP 10 empowers businesses to stay competitive in a fast-paced world. Its intelligent AI technology seamlessly connects your teams, processes, and systems—eliminating isolated workflows. This creates a supply chain that is adaptable, resilient, and prepared for whatever challenges lie ahead. Optimized operations reduce costs and improve efficiency, driving meaningful growth. We support the companies that produce, transport, and sell the essential products the world relies on. No exaggerations. Just practical solutions that deliver. Epicor ERP 10 is more than software—it’s your partner in innovation, competitiveness, and success across any environment. Smarter operations and less manual effort—that’s the key to thriving businesses.

Customization and Configuration

Every business operates uniquely, and we understand that. That’s why Epicor ERP 10 offers the customization and flexibility you need—no rigid workflows, no compromises forced upon you. Want solutions tailored to your operations? Consider it done. Need configurations that align seamlessly with your processes? We’ve got that covered.

Developers receive powerful tools designed for efficiency. The Business Logic (BL) Tester and REST API Interactive Help are crafted to accelerate development and deliver effective results. Say goodbye to guesswork and workarounds. We equip your team to create solutions that genuinely address challenges.

Our development community shares effective solutions. Genuine expertise. Verified documentation. Best practices that deliver results—whether you’re coding C# for REST service calls or exploring technical references and BPM cookbooks. Streamlined workflows. Integrated systems.

We support your growth by ensuring every solution you develop delivers tangible business outcomes. From initial development to final deployment, we’ve got you covered.

Epicor Development Tools and Software

Epicor equips software engineers with the essential tools they need. No more struggling with complicated customizations—Intellisense helpers make form adjustments quick and easy. No more sifting through endless logs—trace viewers help identify issues in moments. Want to see how Epicor operates behind the scenes? Advanced utilities like DnSpy and .NET Reflector allow you to explore, learn, and build superior solutions. Developers can also craft custom code, scripts, and configurations using Epicor’s tools to tailor the system precisely to their requirements. These tools aren’t just for development—they’re problem solvers that enable engineers to concentrate on innovation instead of frustration.

Epicor’s cognitive ERP seamlessly integrates people, processes, and technology, working in harmony rather than in silos. This integration strengthens your supply chain’s resilience and ensures your business remains prepared for whatever challenges lie ahead. Equipped with the latest AI and emerging technologies, the system is ready to support you immediately—no delays, no concerns about falling behind. Software engineers have access to the necessary resources to develop scalable, effective code today and for the future. Efficient operations and future-ready businesses are the result when your tools truly support you.

Step 1: Authentication for Epicor Integrations

Epicor uses Basic Authentication or OAuth 2.0 depending on system configuration.

Authentication Example (Basic Auth):

Authorization: Basic base64(username:password)

Authentication Example (OAuth 2.0):

POST https://{epicor-server}/Token
Content-Type: application/x-www-form-urlencoded

grant_type=password&username=yourUsername&password=yourPassword

Step 2: Endpoint Discovery and Data Mapping for Epicor Integrations

Common API Resources:

• Customers and Suppliers
• Sales Orders and Purchase Orders
• Inventory Items
• Invoices and Payments
• Manufacturing Jobs and Work Orders

When assigning roles or permissions for integration, always carefully review the job description associated with each integration role. This practice ensures a clear understanding of responsibilities and expectations, enabling precise alignment of duties with the relevant API resources.

Process:

• Explore the Epicor REST API Help Pages or Epicor ICE tools.
• Map external system fields precisely to Epicor business objects.

Important considerations:

• Required vs. optional fields
• Handling relational links (e.g., Sales Orders linked to Customers)
• Proper formatting for numeric, date, and lookup fields

Step 3: Building Integration Flows for Epicor

Integration Patterns:

• Inbound (to Epicor): Use POST, PATCH, and PUT for data creation and updates
• Outbound (from Epicor): Use GET or OData queries for data retrieval

Example: Creating a Customer Record:

POST /api/v1/Erp.BO.CustomerSvc/Customers
{
  "Name": "Contoso Ltd",
  "Address1": "123 Main St",
  "City": "Seattle",
  "Country": "USA"
}

Example: Retrieving Open Sales Orders:

For more information on seamless data exchange, check out our pages on ODOO and Extensiv Order Manager integrations as well as ODOO and Square POS integrations.

GET /api/v1/Erp.BO.SalesOrderSvc/SalesOrders?$filter=OrderHeld eq false

Epicor Development Best Practices

Effective Epicor development focuses on creating solutions that truly work, not just those that function. Keep business logic out of the user interface and place it within BPMs or functions to ensure uniformity across all data entry points. UI customizations should prioritize enhancing user experience and responsiveness. Complex backend operations, such as handling General Ledger transactions, should be managed through C# code and REST services. This approach safeguards data integrity and maintains optimal system performance.

Epicor developers who keep their skills up to date and actively share knowledge excel in building superior business solutions aligned with Epicor’s mission. By staying informed about industry trends and continuously honing their expertise, they contribute to internal growth opportunities and help businesses worldwide efficiently make, move, and sell essential products.

Step 4: Error Handling and Pagination for Epicor Integrations

Error Handling:

• Capture HTTP error codes and Epicor error responses.
• Implement retries for transient errors (429, 503 errors).

Pagination:

• Use $skip and $top parameters to handle large datasets.

Example:

GET /api/v1/Erp.BO.CustomerSvc/Customers?$top=50&$skip=50

Troubleshooting and Debugging

Efficient troubleshooting keeps your Epicor development on track and minimizes downtime. Instead of endless debugging sessions, leverage Visual Studio for in-depth code analysis. Utilize trace viewers to swiftly pinpoint errors within logs. Rapidly growing development teams benefit from streamlined workflows that truly function. The Epicor User Help Forum connects you with fellow developers who have overcome similar challenges. Genuine collaboration leads to real solutions—no more isolated problem-solving when you can tap into proven best practices from experienced developers.

Security is non-negotiable in development. Always verify job postings before clicking, and be cautious of generic emails designed to deceive you. Suspicious messages from non-Epicor email addresses are clear warning signs. Savvy developers protect their work environment just as diligently as they safeguard their code. Adhere to established security protocols to build innovative solutions that deliver real success for hardworking companies worldwide. Your secure development process safeguards company data and personal information—no compromises, no shortcuts, just robust, scalable development.

Step 5: Testing and Validation for Epicor Integrations

• Test authentication and endpoint responses with Postman.
• Validate field mappings, object relationships, and record creation.
• Perform bulk and load testing to ensure scalability.

Step 6: Deployment and Security of Epicor Integrations

• Host integrations securely (AWS, Azure, private cloud)
• Store API credentials securely using Key Vaults
• Enforce HTTPS/TLS for secure data transfer
• Implement detailed logging and error tracking

It is crucial to manage credentials responsibly and maintain data security throughout the deployment process.

Cloud and Hybrid Integration for Epicor

Epicor’s cloud and hybrid integration solutions empower businesses to stay ahead in a rapidly changing world. By seamlessly connecting people, processes, and technology through cognitive ERP and AI, Epicor equips software engineers with essential tools and enables business development reps to drive meaningful innovation. These solutions strengthen global supply chains, making them more resilient. Whether creating new opportunities or optimizing existing operations, Epicor’s platform helps businesses adapt, scale, and thrive with confidence—eliminating guesswork.

Seeking cloud and hybrid integration roles? The Epicor Career Assistant accelerates your journey—getting you there 2.5 times faster than the national average. Access real job searching tools that deliver results. Confirm job positions directly on our official careers site to ensure you’re applying to legitimate opportunities. Epicor employees benefit from focused career goal setting and personal development programs that truly make a difference. Enjoy continuous support whenever you need it. Whether you’re just starting your career or looking for internal mobility, we have the resources to guide your path.

At Epicor, security is paramount, especially during recruitment. Stay vigilant against phishing scams and misleading communications. Never disclose personal information to impersonators posing as HR business partners or hiring managers using non-Epicor email addresses. Authentic Epicor emails always end with “@epicor.com”—no exceptions. Trust only job postings from our official careers site or authorized employment portals. If you encounter suspicious messages, generic emails, or requests for payment, pause and verify their legitimacy. Epicor’s commitment to security safeguards both candidates and the company. We operate on a foundation of mutual trust throughout the hiring process.

Epicor’s global workplace fosters partnership and encourages innovation. Competitive pay? Absolutely. Comprehensive health and wellness benefits? Definitely. Education support through geographically specific programs? Without a doubt. Continuous learning through training courses and ongoing education keeps you at the forefront of emerging technologies. Our user interface offers intuitive control, while business logic is managed through BPMs and backend code, ensuring consistency and security across all processes.

Become part of Epicor’s Talent Community to stay informed about new career opportunities tailored to your aspirations. Epicor prioritizes people, supporting dedicated companies and fostering a brighter future for both businesses and individuals. Our commitment centers on better business practices, innovation, and ongoing support. With our cloud and hybrid integration solutions, we help you and the organizations you serve create an even more promising future.

Step 7: Maintenance and Monitoring for Epicor Integrations

• Monitor API versions and endpoint updates
• Enable system health checks and real-time error notifications
• Track API call volumes and performance metrics

Summary

Building a reliable Epicor integration enables businesses to automate processes, improve data management, and increase operational capabilities. This DIY Developer Guide for Epicor offers a straightforward, actionable plan for developing secure, efficient, and scalable integrations. Utilizing Epicor integrations helps businesses establish themselves as essential partners in their industry, promoting stronger collaboration and driving mutual success.