---
title: 'Applied Epic + Ontraport'
url: 'https://www.staging38.commercient.com/product/applied-epic-ontraport/'
date: '2026-06-19T09:57:14-04:00'
modified: '2026-06-19T09:57:14-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Ontraport, giving your team access to Applied Epic data directly within Ontraport. 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 Ontraport, giving sales teams access to ERP customer, order, invoice and inventory data from inside Ontraport. This gives finance and sales teams shared visibility into account status, combining Ontraport pipeline data with Applied Epic transactional records.

## What syncs

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

## Why Commercient

### Credit and order limit visibility

Sync Applied Epic customer credit status and order limits to Ontraport so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Applied Epic Customers account assignments to Ontraport Companies so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

### Upsell and cross-sell visibility

Access Applied Epic purchase history and product usage data in Ontraport so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

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

## About Applied Epic

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

## About Ontraport

Ontraport is a CRM and marketing automation platform for small businesses and entrepreneurs, managing contacts, email campaigns, pipelines, landing pages and e-commerce.

## Frequently asked questions

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

Yes, Commercient can sync Applied Epic Sales Orders history to Ontraport 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 Ontraport?

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 Ontraport?

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

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

Commercient can support connecting Ontraport 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.