---
title: 'Applied Epic + PatronManager'
url: 'https://www.staging38.commercient.com/product/applied-epic-patronmanager/'
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 PatronManager, giving your team access to Applied Epic data directly within PatronManager. 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 PatronManager, keeping key business data aligned between both platforms. This reduces the need for duplicate data entry by keeping key records synchronised across both systems.

## What syncs

- Sync Applied Epic Inventory Levels to PatronManager
- Import PatronManager Data into Applied Epic Records
- Connect Applied Epic Financial Data to PatronManager
- Sync Applied Epic Vendor Records to PatronManager
- Export Applied Epic Invoices to PatronManager
- Connect PatronManager Activity to Applied Epic Records

## Why Commercient

### Financial data management

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

### Vendor and supplier management

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

### Pricing and rates management

Connect Applied Epic Price Lists to PatronManager so pricing data stays current and consistent across both systems without manual updates.

### Account and contact management

Keep Applied Epic Customers and Contacts aligned with PatronManager account records so all customer-facing teams work from the same data.

## About Applied Epic

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

## About PatronManager

PatronManager is a CRM platform built on Salesforce for arts and cultural organisations, managing donors, ticket buyers, memberships, fundraising campaigns and patron communication.

## Frequently asked questions

### How often does the Applied Epic and PatronManager 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.

### Can sales reps see Applied Epic Invoices and Payments inside PatronManager?

Yes, Commercient can surface Applied Epic Invoices and Payments data inside PatronManager so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Applied Epic Items and Inventory be accessed from PatronManager?

Yes, Commercient can sync Applied Epic Items and Inventory to PatronManager so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

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

Commercient can support bidirectional sync between Applied Epic and PatronManager, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Applied Epic Price Lists sync to PatronManager for sales quoting?

Yes, Commercient can sync Applied Epic Price Lists to PatronManager so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.