---
title: 'Epicor 9 + Nutshell'
url: 'https://www.staging38.commercient.com/product/epicor-9-nutshell/'
date: '2026-06-19T10:15:37-04:00'
modified: '2026-06-19T10:15:37-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Epicor 9 to Nutshell, giving your team access to Epicor 9 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 Epicor 9 and Nutshell, giving sales teams access to ERP customer, order, invoice and inventory data from inside Nutshell. Sales reps can view Epicor 9 Invoices, Sales Orders and Inventory from inside Nutshell to support more informed customer conversations.

## What syncs

- Sync Epicor 9 Customers to Nutshell Companies
- Display Epicor 9 Invoices in Nutshell
- Access Epicor 9 Items and Inventory from Nutshell
- Export Nutshell Leads as Epicor 9 Sales Orders
- Sync Epicor 9 Sales Orders and Status Updates to Nutshell
- Update Nutshell Contacts from Epicor 9 Customer Contacts

## Why Commercient

### Customer account visibility

Connect Epicor 9 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 Epicor 9 Sales Orders, Invoices and Order History to Nutshell so sales reps can review order status and customer purchase activity without leaving the CRM.

### Product and inventory visibility

Access Epicor 9 Items, Inventory and Price Lists from Nutshell so sales teams can check product availability and provide accurate information to customers.

### Deal-to-order workflow

Connect Nutshell Leads back to Epicor 9 as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

## About Epicor 9

Epicor 9 is an ERP system for manufacturers and distributors, managing production, inventory, purchasing, financials and customer order management.

## 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

### What data can Commercient connect between Epicor 9 and Nutshell?

Commercient can synchronise key Epicor 9 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 Epicor 9 Customers sync into Nutshell Companies and Contacts?

Yes, Commercient can sync Epicor 9 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 Epicor 9 as Sales Orders?

Commercient can support connecting Nutshell Leads back to Epicor 9 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.

### How often does the Epicor 9 and Nutshell 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 Epicor 9 Invoices and Payments inside Nutshell?

Yes, Commercient can surface Epicor 9 Invoices and Payments data inside Nutshell so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.