Epicor Kinetic Shopify Integration: Step-by-Step Setup Guide

3 min read ● Silk Team

How to Integrate Epicor Kinetic with Shopify: A Step-by-Step Guide

 

In today’s fast-paced e-commerce landscape, streamlining operations is essential for businesses looking to scale efficiently. If you use Epicor Kinetic as your enterprise resource planning (ERP) system and Shopify as your e-commerce platform, integrating both systems can generate invaluable value. Epicor Kinetic Shopify integration enables seamless synchronization of inventory, order management, and customer data, reducing manual errors and improving operational efficiency. This step-by-step guide will show you how to seamlessly and effectively connect Epicor Kinetic with Shopify.

 

Why integrate Epicor Kinetic with Shopify?

 

Before we get into the how, let’s look at the why. Epicor Kinetic (formerly Epicor ERP) is a powerful ERP solution for manufacturing and distribution, designed to streamline business processes from inventory management to production planning. Shopify, on the other hand, is one of the world’s leading e-commerce platforms, known for its ease of use and flexible store features. By integrating these systems, your business can:

 

  • Maintain accurate, real-time inventory levels across multiple sales channels.
  • Automate order fulfillment, reducing manual data entry and errors.
  • Synchronize customer information for better service and marketing reach.
  • Enhance reporting capabilities by combining sales and operational data.

 

Step 1: Prepare Your Systems

 

Before integrating, ensure both your Epicor Kinetic ERP and Shopify store are properly set up. This includes:

 

  • Verifying that your Shopify store is active and that you have administrator access.
  • Confirming that the relevant Epicor Kinetic modules for inventory, orders, and customer management are installed and working.
  • Backing up important data from both systems to avoid accidental loss during the integration.

 

Step 2: Choose the Right Integration Method

 

There are several ways to implement the Epicor Kinetic Shopify integration:

 

  • Third-party middleware platforms such as Celigo, Dell Boomi, or MuleSoft offer pre-built connectors that simplify the integration without extensive custom coding.
  • Custom API integration, where developers use Epicor RESTful APIs and Shopify APIs to create a customized integration that meets your specific business needs.

 

For most companies, middleware solutions offer a good balance between cost and functionality, allowing for rapid implementation and ongoing support.

 

Step 3: Map Your Data Fields

 

Data mapping is essential to ensure correct information flow between Epicor Kinetic and Shopify. Commonly mapped data fields include:

 

  • Products and SKUs: Synchronize product catalogs with accurate descriptions, pricing, and stock availability.
  • Orders: Transfer order details such as customer information, order items, quantities, and shipping status.
  • Inventory Levels: Automatically update inventory levels as orders are fulfilled and new stock arrives.
  • Customers: Maintain up-to-date profiles for marketing and customer service needs.

 

Take the time to review your data structures on both platforms to avoid mismatches that could lead to integration errors.

 

Step 4: Configure Integration Settings

 

Configure integration settings such as:

 

  • Synchronization Frequency: Decide whether data is synchronized in real time, hourly, or daily, depending on your operational needs.
  • Error Handling and Notifications: Set up alerts to quickly monitor and resolve synchronization issues.
  • Security Protocols: Ensure data is transferred securely to protect confidential business and customer information.

 

Step 5: Test the Integration

 

Conduct extensive testing before release:

 

  • Create test orders in Shopify and ensure they display correctly in Epicor Kinetic.
  • Update inventory levels in Epicor and ensure the changes are reflected in Shopify.
  • Verify customer data synchronization and ensure there are no duplicates or data loss.

 

Testing can identify and address integration gaps before they impact live operations.

 

Step 6: Launch and Monitor

 

Once you are confident in the integration’s performance, fully launch it. However, continuous monitoring and maintenance are essential to manage updates to the Epicor Kinetic or Shopify platforms or to adapt to changing business processes.

 

 

Conclusion

 

The successful implementation of the Epicor Kinetic Shopify integration can transform the way your business manages its e-commerce activities through improved accuracy, speed, and customer satisfaction. Whether you choose an off-the-shelf middleware solution or a custom API approach, following these simple steps will ensure a seamless connection between your ERP system and your Shopify store. If you want to maximize your business efficiency and scale securely, integrating these powerful tools is no longer optional—it’s essential. Get started today and see your operations become smarter, more responsive, and better meet the demands of the modern marketplace.

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