---
title: 'Applied Epic + Blackbaud CRM'
url: 'https://www.staging38.commercient.com/product/applied-epic-blackbaud-crm/'
date: '2026-06-19T09:56:59-04:00'
modified: '2026-06-19T09:56:59-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Blackbaud CRM, giving your team access to Applied Epic data directly within Blackbaud CRM. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Blackbaud CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Blackbaud CRM. The integration supports customisable sync frequency and field mapping to match the specific needs of each sales team.

## What syncs

- Connect Applied Epic Quotes to Blackbaud CRM Deals
- Sync Applied Epic Customers to Blackbaud CRM Companies
- Display Applied Epic Invoices in Blackbaud CRM
- Access Applied Epic Items and Inventory from Blackbaud CRM
- Export Blackbaud CRM Deals as Applied Epic Sales Orders
- Sync Applied Epic Sales Orders and Status Updates to Blackbaud CRM

## Why Commercient

### Quote-to-order workflow

Connect Blackbaud CRM Quotes to Applied Epic Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

### Account health monitoring

Sync Applied Epic payment status, open Sales Orders and credit data to Blackbaud CRM so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect Blackbaud CRM new Companies to Applied Epic Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Applied Epic Price Lists to Blackbaud CRM so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Blackbaud CRM

Blackbaud CRM is a constituent relationship management platform for large nonprofits, managing donors, gifts, campaigns, events, memberships and fundraising data.

## Frequently asked questions

### What happens if a customer already exists in both Applied Epic and Blackbaud CRM?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Applied Epic and Blackbaud CRM?

Commercient can synchronise key Applied Epic ERP data with Blackbaud CRM, such as Customers, Contacts, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Applied Epic Customers sync into Blackbaud CRM Companies and Contacts?

Yes, Commercient can sync Applied Epic Customers into Blackbaud CRM as Companies and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can Blackbaud CRM Deals be connected back to Applied Epic as Sales Orders?

Commercient can support connecting Blackbaud CRM Deals back to Applied Epic as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the Applied Epic and Blackbaud CRM sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.