---
title: 'Applied Epic + Zoho'
url: 'https://www.staging38.commercient.com/product/applied-epic-zoho/'
date: '2026-06-19T09:57:12-04:00'
modified: '2026-06-19T09:57:12-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Zoho, giving your team access to Applied Epic data directly within Zoho. 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, giving sales teams access to ERP customer, order, invoice and inventory data from inside Zoho. This gives finance and sales teams shared visibility into account status, combining Zoho pipeline data with Applied Epic transactional records.

## What syncs

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

## Why Commercient

### Territory and region alignment

Sync Applied Epic customer region and territory data to Zoho 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 Zoho 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 Zoho Accounts 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 Zoho 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 Zoho

Zoho is a cloud business software suite covering CRM, accounting, HR, project management, marketing and operations for small and mid-size businesses.

## Frequently asked questions

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

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

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 Zoho?

Commercient can synchronise key Applied Epic ERP data with Zoho, 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 Zoho Accounts and Contacts?

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

Commercient can support connecting Zoho 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.