---
title: 'Applied Epic + Zoho Analytics'
url: 'https://www.staging38.commercient.com/product/applied-epic-zoho-analytics/'
date: '2026-06-19T09:57:12-04:00'
modified: '2026-06-19T09:57:13-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Zoho Analytics, giving your team access to Applied Epic data directly within Zoho Analytics. 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 Zoho Analytics, feeding ERP financial, sales and operational data into Zoho Analytics for reporting. The integration supports combining Applied Epic financial data with other business data in Zoho Analytics for cross-functional reporting.

## What syncs

- Export Applied Epic Items and Cost Data to Zoho Analytics
- Connect Applied Epic Payments Data to Zoho Analytics Cash Flow Reports
- Sync Applied Epic Customer Segments to Zoho Analytics for Revenue Analysis
- Export Applied Epic Price Lists to Zoho Analytics for Margin Reporting
- Connect Applied Epic Credit Notes Data to Zoho Analytics Return Analytics
- Sync Applied Epic Invoices Data to Zoho Analytics

## Why Commercient

### Vendor and spend analysis

Export Applied Epic Vendors and Purchase Orders spend data to Zoho Analytics so procurement and finance teams can analyse supplier costs, category spend and compliance.

### Forecast vs actuals reporting

Connect Applied Epic actuals to Zoho Analytics planning models so finance teams can compare budget, forecast and actual performance in one analytical environment.

### Customer acquisition and retention analytics

Sync Applied Epic new customer, repeat order and churn data to Zoho Analytics so teams can track acquisition trends, retention rates and account growth over time.

### Cash flow and liquidity reporting

Connect Applied Epic Payments and accounts receivable data to Zoho Analytics so finance teams can track cash flow, project liquidity and manage working capital positions.

## About Applied Epic

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

## About Zoho Analytics

Zoho Analytics is a self-service BI and analytics platform for businesses, managing data connections, dashboards, reports and data visualisation across multiple sources.

## Frequently asked questions

### Can Applied Epic Vendors and Purchase Orders sync to Zoho Analytics?

Commercient can support syncing Applied Epic Vendors and Purchase Orders to Zoho Analytics when relevant to the integration workflow. Exact capabilities depend on both systems and the project scope.

### How is the Applied Epic and Zoho Analytics integration scoped and implemented?

Commercient scopes each integration based on the customer's Applied Epic and Zoho Analytics configuration, the objects to be synced and the required sync direction. Timelines and supported objects are agreed during the scoping process.

### Can Applied Epic Invoices data sync to Zoho Analytics?

Yes, Commercient can sync Applied Epic Invoices data to Zoho Analytics when included in scope. Exact field mapping, sync frequency and object coverage are configured per project.

### Can new records created in Zoho Analytics be imported into Applied Epic?

Commercient can support importing new records created in Zoho Analytics into Applied Epic when included in the integration scope. Direction and object coverage depend on project configuration.

### What support does Commercient provide after go-live?

Commercient provides ongoing support for the Applied Epic and Zoho Analytics integration after go-live. Support coverage and response times depend on the customer's support plan and service level agreement.