---
title: 'Epicor BisTrack + Clio'
url: 'https://www.staging38.commercient.com/product/epicor-bistrack-clio/'
date: '2026-06-19T10:16:02-04:00'
modified: '2026-06-19T10:16:02-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Epicor BisTrack to Clio, giving your team access to Epicor BisTrack data directly within Clio. 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 BisTrack and Clio, syncing customer, order and operational data between the ERP and Clio. Both platforms stay current with the same customer, order and financial data when the sync is running.

## What syncs

- Sync Epicor BisTrack Suppliers to Clio
- Export Epicor BisTrack Purchase Orders to Clio
- Connect Epicor BisTrack Payments to Clio
- Sync Epicor BisTrack Credit Notes to Clio
- Update Epicor BisTrack Customers from Clio Data
- Import Clio Records into Epicor BisTrack as New Entries

## Why Commercient

### Account and contact management

Keep Epicor BisTrack Customers and Contacts aligned with Clio account records so all customer-facing teams work from the same data.

### Reporting and data visibility

Sync Epicor BisTrack transactional data to Clio so teams have the information they need for reporting, planning and operational decisions.

### Credit note and returns management

Connect Epicor BisTrack Credit Notes and returns data to Clio to keep customer account balances and return records aligned between both systems.

### Purchase order management

Export Epicor BisTrack Purchase Orders to Clio so procurement and operations teams can manage purchasing from either system with consistent data.

## About Epicor BisTrack

Epicor BisTrack is a distribution and ERP platform for builders merchants and timber distributors, managing inventory, purchasing, sales, delivery and customer accounts.

## About Clio

Clio is practice management software for law firms, managing client matters, time tracking, billing, documents, calendars and legal case management.

## Frequently asked questions

### Can Epicor BisTrack Price Lists sync to Clio?

Commercient can sync Epicor BisTrack Price Lists to Clio when included in scope. Exact pricing sync capabilities depend on how pricing is structured in Epicor BisTrack and how Clio accepts pricing data.

### Can Epicor BisTrack Suppliers and Purchase Orders sync to Clio?

Commercient can support syncing Epicor BisTrack Suppliers and Purchase Orders to Clio when relevant to the integration workflow. Exact capabilities depend on both systems and the project scope.

### How is the Epicor BisTrack and Clio integration scoped and implemented?

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

### Can Epicor BisTrack Invoices data sync to Clio?

Yes, Commercient can sync Epicor BisTrack Invoices data to Clio when included in scope. Exact field mapping, sync frequency and object coverage are configured per project.

### Can new records created in Clio be imported into Epicor BisTrack?

Commercient can support importing new records created in Clio into Epicor BisTrack when included in the integration scope. Direction and object coverage depend on project configuration.