DIY Developer Guide: Building Custom Integrations for Epicor

Overview of Epicor ERP

This DIY Developer Guide for Epicor provides a comprehensive method for creating secure and scalable custom integrations. Epicor leverages cutting-edge technologies to support integration needs. Epicor ERP systems, including Epicor Kinetic and Epicor ERP 10, feature RESTful and SOAP-based APIs that are well-suited for integration with eCommerce platforms, CRMs, inventory management solutions, and financial software applications. Building custom integrations in Epicor ERP helps companies achieve their business goals by aligning technology solutions with strategic objectives.

Whether you’re syncing orders, updating inventory, or automating accounting entries, mastering Epicor integrations significantly improves operational workflows and boosts business efficiency. Epicor integrations are designed to support a global workplace, enabling collaboration and efficiency across diverse teams and regions.

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)
• Take advantage of Epicor training courses to build relevant skills for integration and customization.
• Use the Epicor education portal to access practical resources and training tailored for developers.

Epicor Training provides comprehensive education to help developers stay current with integration best practices.

Epicor Development Fundamentals

Master Epicor development fundamentals. Build software solutions that actually move the needle for businesses. Epicor teams—software engineers and business development reps—work together to deliver solutions that connect people, processes, and technology across supply chains. No guesswork. No gaps. For aspiring Epicor developers, understanding core architecture isn’t optional. Learn how modules interact. See how data flows. Understand how business logic works within the system. Get this foundation right, and everything else clicks.

Epicor gives you the tools to succeed. The Developer Guide breaks complex concepts into clear, actionable steps. The Career Assistant provides job search tools and guidance to accelerate your career journey. Whether you’re starting fresh or deepening expertise, these resources equip you to create scalable, efficient integrations that support resilient global supply chains. Focus on development fundamentals. Tackle real-world challenges. Help businesses thrive with Epicor ERP. From concept to deployment—handled.

Development Tools and Software for Epicor Integrations

Epicor gives software engineers everything they need to build better software faster. No more wrestling with clunky tools or guessing at internal processes. Visual Studio becomes your command center—write code, debug issues, and customize Epicor applications without the usual headaches. For on-premise environments, investigative tools like DnSpy and .NET Reflector crack open Epicor’s black box. You see exactly how things work under the hood. Recreate functionality. Extend what’s already there. Build with confidence instead of confusion.

Smart developers know where to find the answers. Epicor’s business object documentation lives on Epicweb—no more hunting through outdated forums. BPM cookbooks and programming guides become your technical roadmap. Comprehensive technical references, such as API guides and detailed development documentation, are also available to help developer Epicor users customize and extend the platform efficiently. But here’s the game-changer: REST API and REST services. Skip the direct business object calls that break when Epicor updates. Build integrations that actually last. These tools don’t just make development easier—they help you create software that keeps global supply chains running smoothly. When businesses need to pivot fast, your code makes it happen.

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

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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

Process:

• Explore the Epicor REST API Help Pages or Epicor ICE tools. Using REST API interactive tools allows developers to efficiently explore and test endpoints, making integration and troubleshooting more developer-friendly.
• Map external system fields precisely to Epicor business objects. Developers can use custom code to tailor data mapping and transformations to specific business requirements.

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

Epicor’s cognitive ERP capabilities can enhance integration flows by leveraging AI-driven insights, connecting people, processes, and systems for greater operational efficiency.

Writing code is essential for customizing integration flows and implementing business logic in Epicor, allowing developers to tailor solutions to specific business needs.

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 businesses looking to streamline data exchange and enhance operational efficiency, ODOO and SPS Commerce Integrations offer comprehensive solutions.

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

The latest AI technology can also be integrated into Epicor workflows to automate decision-making and improve efficiency.

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

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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.

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Step 6: Deployment, Cloud Solutions, 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
• Be vigilant against phishing scams during integration deployments and communications.
• Always verify the sender’s identity and avoid responding to non Epicor email addresses when handling sensitive integration information.
• Recognize and avoid misleading communications that could compromise integration security.
• Use official employment portals for any job-related communications or access requests related to integration projects. Additionally, always verify job positions through official Epicor channels to confirm the legitimacy of roles and ensure a secure, transparent hiring process.

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

Epicor also provides continuous support to ensure integrations remain reliable and up-to-date.

Best Practices and Optimization for Epicor Integrations

Getting Epicor integrations right means following smart practices that actually work. Your business logic belongs in BPMs and Epicor functions—not scattered across user interfaces, which should be reserved for presentation logic only. This keeps things consistent, makes maintenance simple, and gives your team a better experience. Focus your UI customizations on what users actually need: better usability and faster response times. Leave the heavy lifting—like financial transactions—to C# code and REST services where they belong. Experienced Epicor developers play a key role in leading integration projects and mentoring teams, ensuring technical success and collaborative achievement.

Data integrity isn’t optional. Build robust error handling and validation into every step. No shortcuts. Cost management matters too, especially when your teams are spread across multiple locations. Centralized training resources and optimized development tools help you maximize efficiency while supporting your team’s growth. These practices don’t just automate processes and streamline operations. They create clear career paths and development opportunities for your Epicor employees and software engineers. Your systems work better. Your team grows stronger.

Real-World Applications and Examples of Epicor Integrations

Epicor integrations solve real business problems. Fast. Connect your ERP with eCommerce platforms, CRMs, and inventory systems—no more manual data entry. No more delays between systems. Real-time decision-making becomes simple when your data flows seamlessly. The Epicor Career Assistant delivers results that matter: candidates land jobs 2.5 times faster than the national average. That’s the power of smart technology working for you.

Epicor’s cloud solutions connect everything that matters—people, processes, emerging tech. Your teams work smarter, not harder. HR business partners and hiring managers are key facilitators in the recruitment and onboarding process, building cross-functional teams that deliver quality software solutions. Period. As an equal opportunity employer, Epicor doesn’t just talk diversity—they live it. Employees bring their real selves to work. Education support and continuing programs keep skills sharp and careers moving.

Focused career goals. Internal mobility that works. Comprehensive support that delivers. Epicor empowers teams to drive better business outcomes across the global supply chain. There are a wide range of Epicor developer jobs available, offering strong career growth potential for those interested in Epicor software development. From workforce development to stakeholder success—handled. The result? A brighter future built on real performance, not just promises.

Optional Enhancements for Epicor Integrations

• Middleware orchestration (e.g., MuleSoft, Dell Boomi)
• Admin dashboards for real-time monitoring
• Custom webhook listeners for event-driven updates
• Audit logging for compliance and transaction tracing
• Collaborate with essential partners to extend integration capabilities and drive mutual success
• Engage with business development reps to identify new integration opportunities and support business growth

Career Development and Growth

At Epicor, career development isn’t corporate speak. It’s real investment. We focus on your growth—whether you’re a software engineer or business development rep. Goal setting that matters. Education support that works. Learning opportunities that keep you ahead.

Internal mobility? About a quarter of our roles go to current employees. Advance your career. Stay with us. Our global workplace drives innovation. Builds real partnerships. Creates mutual trust. Competitive pay. Comprehensive health benefits. A culture built on continuous learning. Here, you work on technologies that help businesses stay competitive. Your career grows with our success. Bring your real self to work. We support every step.

Summary

Building dependable Epicor integrations empowers businesses to automate workflows, enhance data management, and expand their operations efficiently. This DIY Developer Guide for Epicor offers a clear, step-by-step approach to creating secure, effective, and scalable integration solutions.

Epicor is committed to putting people first by supporting developers’ well-being, comprehensive health, and competitive pay. Employees are encouraged to bring the real you to work and are supported throughout their career journey with clear job positions, verified job postings, and transparent job descriptions. Epicor also offers geographically specific programs to promote continued learning and development for hardworking companies and their teams. Epicor’s mission guides its support for developers, ensuring that their growth and contributions align with the company’s long-term vision and core values. Stay connected with Epicor for future opportunities and ongoing support.