---
title: 'Epicor 9 + Salesforce'
url: 'https://www.staging38.commercient.com/product/epicor-9-salesforce/'
date: '2026-06-19T10:15:41-04:00'
modified: '2026-06-19T10:15:42-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Epicor 9 to Salesforce, giving your team access to Epicor 9 data directly within Salesforce. 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 Salesforce, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce. The integration supports customisable sync frequency and field mapping to match the specific needs of each sales team.

## What syncs

- Connect Epicor 9 Quotes to Salesforce Opportunities
- Sync Epicor 9 Customers to Salesforce Accounts
- Display Epicor 9 Invoices in Salesforce
- Access Epicor 9 Items and Inventory from Salesforce
- Export Salesforce Opportunities as Epicor 9 Sales Orders
- Sync Epicor 9 Sales Orders and Status Updates to Salesforce

## Why Commercient

### Product and inventory visibility

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

### Deal-to-order workflow

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

### Invoice and payment visibility

Surface Epicor 9 Invoices and Payments inside Salesforce so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

### Quote-to-order workflow

Connect Salesforce Quotes to Epicor 9 Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

## About Epicor 9

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

## About Salesforce

Salesforce is a CRM platform for managing sales, service and marketing activities, including accounts, contacts, opportunities, cases and campaigns.

## Frequently asked questions

### What happens if a customer already exists in both Epicor 9 and Salesforce?

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 Epicor 9 and Salesforce?

Commercient can synchronise key Epicor 9 ERP data with Salesforce, 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 Salesforce Accounts and Contacts?

Yes, Commercient can sync Epicor 9 Customers into Salesforce 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 Salesforce Opportunities be connected back to Epicor 9 as Sales Orders?

Commercient can support connecting Salesforce Opportunities 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 Salesforce 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.