---
title: 'Applied Epic + Nutshell'
url: 'https://www.staging38.commercient.com/product/applied-epic-nutshell/'
date: '2026-06-19T09:57:06-04:00'
modified: '2026-06-19T09:57:06-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Nutshell, giving your team access to Applied Epic data directly within Nutshell. 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 Nutshell, giving sales teams access to ERP customer, order, invoice and inventory data from inside Nutshell. This gives finance and sales teams shared visibility into account status, combining Nutshell pipeline data with Applied Epic transactional records.

## What syncs

- Import Nutshell Contacts as Applied Epic Customer Contacts
- Connect Applied Epic Quotes to Nutshell Leads
- Sync Applied Epic Customers to Nutshell Companies
- Display Applied Epic Invoices in Nutshell
- Access Applied Epic Items and Inventory from Nutshell
- Export Nutshell Leads as Applied Epic Sales Orders

## Why Commercient

### Territory and region alignment

Sync Applied Epic customer region and territory data to Nutshell so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

### Customer contact sync

Sync Applied Epic Contacts to Nutshell Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect Applied Epic Customers to Nutshell Companies and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

### Sales order history

Sync Applied Epic Sales Orders, Invoices and Order History to Nutshell so sales reps can review order status and customer purchase activity without leaving the CRM.

## About Applied Epic

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

## About Nutshell

Nutshell is a CRM and email marketing platform for B2B sales teams, managing contacts, companies, leads, pipelines and sales reporting.

## Frequently asked questions

### Can Applied Epic Sales Orders history sync to Nutshell account records?

Yes, Commercient can sync Applied Epic Sales Orders history to Nutshell Companies records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

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

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 Nutshell?

Commercient can synchronise key Applied Epic ERP data with Nutshell, 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 Nutshell Companies and Contacts?

Yes, Commercient can sync Applied Epic Customers into Nutshell 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 Nutshell Leads be connected back to Applied Epic as Sales Orders?

Commercient can support connecting Nutshell Leads 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.