---
title: 'Applied Epic + Kantata'
url: 'https://www.staging38.commercient.com/product/applied-epic-kantata/'
date: '2026-06-19T09:57:17-04:00'
modified: '2026-06-19T09:57:18-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Kantata, giving your team access to Applied Epic data directly within Kantata. 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 Kantata, aligning project costs, customer data and financial records between both systems. The integration supports a range of sync directions and objects defined per project to match each team’s workflow.

## What syncs

- Export Applied Epic Sales Orders and Invoices to Kantata
- Update Kantata with Applied Epic Items and Inventory Data
- Sync Applied Epic Inventory to Kantata
- Import Kantata Data into Applied Epic Records
- Connect Applied Epic Price Lists to Kantata
- Sync Applied Epic Vendors to Kantata

## Why Commercient

### Order and transaction sync

Export Applied Epic Sales Orders and transactions to Kantata to keep operational data aligned and support accurate workflow management across both systems.

### Product and inventory management

Update Applied Epic Items and Inventory data in Kantata so teams have current product information available in both platforms.

### Financial data management

Connect Applied Epic Invoices and financial records to Kantata to support accurate reporting and data management across both systems.

### Vendor and supplier management

Sync Applied Epic Vendors and Purchase Orders to Kantata so procurement data is consistent and available in both platforms.

## About Applied Epic

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

## About Kantata

Kantata is a professional services automation platform for agencies and consulting firms, managing projects, resource planning, time tracking, financials and business intelligence.

## Frequently asked questions

### Can Applied Epic Customers sync to Kantata automatically?

Yes, Commercient can sync Applied Epic Customers to Kantata so both platforms share consistent account data. Exact field mapping and sync frequency are configured per project.

### Can data from Kantata flow back into Applied Epic?

Commercient can support data flowing from Kantata back into Applied Epic when included in the integration scope. Direction and object coverage depend on project configuration.

### How often does the Applied Epic and Kantata integration sync?

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

### Can Applied Epic Items and Inventory sync to Kantata?

Yes, Commercient can sync Applied Epic Items and Inventory to Kantata so product data and stock information are current in both systems. Exact mapping depends on project scope.

### Does Commercient support two-way sync between Applied Epic and Kantata?

Commercient can support bidirectional sync between Applied Epic and Kantata when configured. Exact two-way capabilities depend on the systems involved and the integration scope.