Give your Sugar Sell users seamless access in real time to any data in your Epicor Kinetic ERP. Arm your Sales and Customer Service teams with the information they need to provide a high-definition customer experience.
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One Unified Selling Platform. Live ERP Data. No More Tab-Jumping or Duplicate Data Entry.
This cloud-based integration gives your sales and service teams instant access to the information they need, right where they work. Sales reps see live shop floor status from inside Sugar Sell. Service teams see CRM context without leaving Epicor. Everyone gets a full picture on one screen. Key records stay in sync automatically: Accounts with Customers, Contacts with Contacts, Parts with Product Catalog, Opportunities and Quotes with Sales Orders. Need to go deeper? TCP's engineering framework lets you build Epicor BAQs (Business Activity Queries) and surface their results in Sugar via a Kinetic Dashlet. Real Epicor data, live, right where your sellers sell.
At a Glance
| Deployment | Cloud subscription, no install |
| Setup | Self-service through the Fluent portal |
| Data Flow | Bi-directional, real-time viewing |
| Configuration | Point and click, no code |
| Epicor Support | Cloud and on-premise |
| Sugar Products | Sell, Serve, and Enterprise |
Break Down the Boundaries
The Epicor and Sugar integration by TCP Fluent is delivered as a subscription service. From the Fluent user portal, you configure your connection settings and choose which workflows to turn on: Accounts, Contacts, Quotes, Products, and more. Here's what makes Fluent different. While some data needs to move between systems, the architecture is built to keep that transfer to a minimum. Instead of duplicating records everywhere, Fluent lets Sugar users see live Epicor data in real time, right inside Sugar. Less sync, less risk of stale data, more clarity. The boundaries between your platforms effectively disappear.
Features & Benefits
The integration includes the following workflows:
| Sugar Sell to Epicor | Epicor to Sugar Sell |
|---|---|
| Account to Customer | Customer to Account |
| Contact to Contact | Contact to Contact |
| Opportunity to Sales Order | Part to Product Catalog |
| Quote to Sales Order | Quote to Quote |
| Case to Case | Case to Case |
Epicor BAQ's
The base module includes the Kinetic BAQ Dashlet that will allow the user to invoke Epicor BAQs from Sugar Sell.
The customer has complete control without programming of what data elements are shared between Sugar Sell and Epicor.
For a detailed demonstration, watch this webinar:
See It In Action
Book a 30-minute demo with our team. We'll show you the Fluent integration running live with your kind of data.
Pricing
See pricing here.
Requirements
- Compatible with all supported versions of Sugar Sell, Serve, and Enterprise
- Epicor version 10.2.500 or newer.
- The Epicor API must be exposed and accessible from the internet.
- Works for Epicor Cloud or on-premise.
Frequently Asked Questions
What data is synced between Epicor and SugarCRM?
Fluent keeps your transactional data in sync both ways: customers, contacts, quotes, orders, invoices, and cases. Master data flows one way from Epicor to Sugar: price lists and parts. You also get full custom field mapping support, so the integration adapts to how your business actually runs.
Can I see Epicor data directly in SugarCRM?
Yes. Fluent surfaces live Epicor data inside Sugar through custom dashlets powered by Epicor BAQs (Business Activity Queries). Your sales team can see open orders, inventory, order status, and any other ERP data right from the Sugar record they're working in. No system switching, no copy-paste, no waiting on operations to pull a report.
How are conflicts between systems handled?
Fluent includes built-in conflict resolution and a full audit trail for every sync operation. When the same record is updated in both systems, Fluent applies your configured rules to determine which version wins, and logs every change so you can see exactly what happened and when.
Do I need to maintain two sets of customer data?
No. That's the point of Fluent. One change in either system flows to the other automatically. Your sales team works in Sugar, your operations team works in Epicor, and both see the same customer truth without anyone duplicating effort.
How quickly are changes reflected across systems?
Sync happens instantly when records change. For bulk operations, you can also schedule batch syncs at whatever cadence fits your business. Every run is tracked with success rates, duration, and detailed logs, so you always know the state of your data flow.
