EPICOR INTEGRATION · BUILT FOR EVERYTHING ELSE

Epicor integration that reaches the systems other tools can't.

Q: How is this different to your Epicor Kinetic ERP integration?

The [Epicor Kinetic ERP page](/solutions/data-integration-platform/erp-integrations/epicor-kinetic-integration) covers enterprise resource planning, production, inventory + supply chain. This page covers the quote-to-cash lane: Epicor CPQ's KBMax-heritage 3D configurator, rules engine + the generated-BOM hand-off into Kinetic production orders. Most Epicor manufacturers run both, and Rayven connects them as one fabric.

Connect Epicor CPQ to every system + workflow your revenue team runs. Turn 3D configuration, rules-engine output + generated BOMs into real-time operational intelligence + AI-ready insight.

240+

deployments live

1,228+

fast-track connectors

3 wks

average deploy

66%

faster than DIY

Get my Epicor integration plan → Talk to us

★★★★★5/5 · 140+ reviews Australian-built 99.9% platform uptime

Live demo · Claude querying Epicor + ops via Rayven MCP

What's the status of the Epicor CPQ → Epicor Kinetic ERP flow today?

All flowing. 3D-configured BOM becomes a Kinetic order is live. No blockers flagged.

Epicor CPQEpicor Kinetic ERP

Trusted by 240+ teams across Australia + globally

THE REALITY

Epicor is brilliant at what it does. Useless at everything else your data needs to touch.

3D-configured BOMs get re-keyed into Kinetic production orders by hand. Rules + 3D models drift from engineering. Finance reconciles configured quotes against billing on spreadsheets. AI can't see which configurations win or what they cost to build.

The integration tool you've already tried probably can't fix it.

What Zapier + iPaaS reach

SaaS-to-SaaS. Useful, until it isn't.

Connectors for Epicor, Slack + a thousand other SaaS apps. Cheap + fast for the easy half of integration. Where they hit a wall:

Epicor Kinetic ERP that turns the generated BOM into a production + inventory order
CRM that should see configured quotes against the opportunity
Billing + revenue recognition matching the configured order
PLM + engineering data the rules engine + 3D models depend on
Data warehouses + AI agents needing live configuration + quote history

What Rayven reaches

CRM, ERP, billing, e-sign + AI. One platform.

The integration platform built for what other tools can't (or won't) reach - plus an AI data fabric, MCP server + app builder layered on top. Australian-priced.

Epicor + every CRM, ERP + billing system
CRM, ERP, billing, e-sign + custom-built connectors.
Files, legacy SQL, FTP + custom-built connectors
Real-time bidirectional sync, tier-aware + rate-limit-safe
AI Data Fabric, MCP, automation + custom apps included

WHAT YOU CAN BUILD

Epicor + Rayven: AI, automation + tools that reach every system you run.

6 examples of what Rayven customers run on Epicor + integrated systems. Built in weeks, not months.

Epicor CPQ → Epicor Kinetic ERP

3D-configured BOM becomes a Kinetic order

A 3D-configured, approved BOM flows from Epicor CPQ into Epicor Kinetic ERP as a production + inventory order. Rules-validated structures snap through with no re-keying + no BOM drift inside the Epicor estate.

Booked revenue vs Epicor closed-won this month?

$2.41M booked, $2.39M closed-won. Two deals awaiting invoice - flagged.

EpicorNetSuite

PLM + engineering → Epicor CPQ

Rules + 3D models stay in step with engineering

Part data, rules + 3D models flow from PLM + engineering into Epicor CPQ so configurations always reflect what can be built. No quoting configurations engineering hasn't released for production.

Snapshot of activity in the last 24 hrs?

47 events processed. 0 errors, 2 retries, all current.

EpicorPLM + engineering

CRM (deal in motion) → Epicor CPQ

Configured quote tied to the opportunity

Opportunity + account context from Salesforce or Dynamics flows into Epicor CPQ; configured quotes + 3D/AR output flow back to the opportunity. Sales engineering + AEs work from one record.

Status check - is everything in sync?

All current. Last sync 38 seconds ago, no backlog.

EpicorCRM (deal in motion)

Epicor CPQ → Billing + revenue

Configured order to invoice

Approved configured orders flow into billing as schedules so invoicing matches the as-built configuration. Finance stops reconciling configured quotes against orders by hand.

Anything that needs my attention right now?

3 items. 1 deal stuck, 1 account flagged, 1 task overdue.

EpicorBilling + revenue

Epicor CPQ → AI agent + deal desk

AI on live configuration + cost

Every configuration, generated BOM, price + approval step streams into Rayven's data fabric. AI agents flag margin-floor breaches on complex configurations + surface which options actually win.

Snapshot of activity in the last 24 hrs?

47 events processed. 0 errors, 2 retries, all current.

EpicorAI agent + deal desk

Epicor CPQ → Dashboards + sales engineering

Configurator velocity visible

Configuration cycle-time, quote stage + approval queue flow into deal-desk + sales-engineering dashboards. Teams see where complex manufacturing deals stall, in real-time.

Status check - is everything in sync?

All current. Last sync 38 seconds ago, no backlog.

EpicorDashboards

BEYOND INTEGRATION

Integration is the start with Rayven.
Here's what comes with it.

Rayven isn't just a Epicor connector. It's the operational software platform underneath - so once Epicor is connected, four more capabilities come online by default.

AI-ready data layer (AI Data Fabric)

Epicor data joined with ERP, IoT + legacy - contextualised, unified + structured so AI models, agents + tools can use it without ETL prep work.
Learn more →

Live AI access (Rayven MCP)

Claude, ChatGPT + Gemini get live, governed access to Epicor + every other connected system. Your AI stops guessing - cites real Epicor records + numbers.
Learn more →

Automation + AI agents

Workflows + AI agents act on Epicor data without human intervention - escalate at-risk accounts, trigger operational work, auto-update forecasts, draft customer comms.
Learn more →

Custom apps + portals

Unified customer portals, ops dashboards, mobile field apps, partner portals - built on top of integrated Epicor data. No separate BI tool, no separate dev stack.
Learn more →

All on top of your existing stack. No rip + replace. Epicor stays Epicor. Rayven works on what you've already built. Specifically tuned for 3D-config-to-BOM mapping into Epicor Kinetic production orders.

The Rayven

AI Data Fabric

MULTIMODAL DATA IN

THE RAYVEN PLATFORM

AI CAPABILITIES OUT

SCADA + OT

Databases

Streaming Feeds

IoT + Sensors

Documents + PDFs

Video + Images

Audio + Voice

Manual + Forms

APIs + Webhooks

AI Agents

Predictive AI + ML

Conversational AI

Real-time Training

AI-led Execution

Multimodal AI

Anomaly Detection

Forecasting

Vision + Edge

Gen AI Summaries

EPICOR INTEGRATION · WHICH PATH

Pick the right tool for your stack.

Epicor integration looks different at every scale. Honest comparison of the four common paths - Rayven only wins on some of them.

Capability

Rayven

Zapier · Workato

MuleSoft · Boomi

Build it yourself

Epicor to other SaaS

Yes

Best in class

Yes

DIY effort

Epicor to legacy DB / files / FTP

Yes

Partial

Yes

DIY effort

Real-time, tier-aware + rate-limit-safe

Yes

Throttled / paid

Yes

Hard to get right

Epicor CPQ 3D config + Kinetic production-order sync

Built in

No 3D config support

Custom build

Hard to get right

AI-ready data layer + MCP for AI

Built in

Custom apps + portals on connected data

Built in

Not included

Separate product

Build it

Australian-built · sovereign deploy

Available

US-hosted

Configurable

You decide

Cost vs enterprise iPaaS

Significantly lower

Cheap at low volume

Premium pricing

Internal cost

Time to live

2-12 weeks

Days · per Zap

3-9 months

6-18 months

WHY RAYVEN · NOT JUST ANY CONNECTOR

The integration is the easy bit.
The platform + team behind it is the difference.

240+ DEPLOYMENTS

Platform + team. One commercial.

Not five vendors stitched together. Rayven is the platform AND the Australia-based expert team that scopes, builds + supports it. One commercial. No licence stacking, no finger-pointing.

3D CONFIG TO KINETIC BOM

Built for Epicor CPQ's KBMax 3D engine.

Rayven maps Epicor CPQ's KBMax-heritage 3D + rules-engine configuration + generated BOMs into Epicor Kinetic production orders natively. REST APIs with native Kinetic, Salesforce + Dynamics reach drive real-time sync of configurations + approval state, with PLM + engineering rules kept in step so quotes stay buildable.

5/5 · 140+ REVIEWS

We stay after go-live.

No handoff. No disappearing. Rayven is a long-term partner when your Epicor evolves, your stack changes, or you push further. 24/7 support. Same team, same platform, same commercial.

DEPLOY HOW YOU WANT

Hosted your way, where you need.

Deploy as cloud, private cloud + on-premise - in Australia, the US, the UK, or anywhere else your Epicor data needs to live. Your residency, your rules, your local compliance environment.

FAQS

The questions Epicor admins, RevOps + IT ask first.

If you're evaluating Rayven for Epicor integration, these are the things worth knowing before booking a call.

The 30-minute call covers

Your Epicor + connected stack today
What's reachable + which systems to bring in first
Live walkthrough of Rayven against your scenario
Time, scope + delivery estimate
Honest read on whether Rayven's the right fit

What is Epicor CPQ integration?

It is the practice of connecting Epicor CPQ's 3D configurator to the systems that build, fulfil + bill what it configures - Epicor Kinetic ERP, PLM, CRM, billing + AI - so generated BOMs flow to production without re-keying. Rayven delivers it as part of an AI data fabric, not a single-purpose connector.

How is this different to your Epicor Kinetic ERP integration?

The Epicor Kinetic ERP page covers enterprise resource planning, production, inventory + supply chain. This page covers the quote-to-cash lane: Epicor CPQ's KBMax-heritage 3D configurator, rules engine + the generated-BOM hand-off into Kinetic production orders. Most Epicor manufacturers run both, and Rayven connects them as one fabric.

Can Rayven snap an Epicor CPQ 3D configuration into a Kinetic production order?

Yes. Rayven maps the 3D configurator's rules-validated, generated BOM into an Epicor Kinetic ERP production + inventory order with structure intact, and keeps the configurator in step with PLM + engineering so quotes stay buildable. No re-keying, no BOM drift inside the Epicor estate.

How long does Epicor CPQ integration take with Rayven?

Most go live in 2-12 weeks. A single configurator-to-Kinetic or CPQ-to-CRM flow runs in 2-3 weeks; a full quote-to-production fabric with PLM rules + AI-led approvals runs 6-12 weeks. Choose DIY, done-for-you or hybrid delivery.

Does Epicor CPQ have a native API? Why does Rayven add value on top?

Yes - REST APIs with native Epicor Kinetic, Salesforce + Dynamics connectors. Rayven adds value because configure-to-order needs more than a connector: 3D-config-to-BOM mapping into Kinetic production orders, PLM + engineering rule sync, CRM + billing alignment, and the AI approval + pricing + deal-desk-portal layers on top. Read more in how Rayven works.

What are the most common Epicor CPQ integration use cases?

Top use cases are 3D-configured-BOM-to-Kinetic-order, PLM rule sync, configured-quote-to-CRM, configured-order-to-invoice + AI on live configuration state. See the automations above for specifics.

What are the technical specifics of Epicor CPQ integration with Rayven?

Rayven uses Epicor CPQ's REST APIs for real-time bidirectional sync with native hand-off into Epicor Kinetic plus Salesforce + Microsoft Dynamics. KBMax-heritage 3D + rules-engine configurations, AR/VR visual references, generated BOMs, rule sets, prices + approval records are mapped natively, with the generated BOM translated into Kinetic production + inventory order structures. The configurator's rules + 3D models stay in step with PLM + engineering so configurations reflect released, buildable products. OAuth 2.0 + API-key authentication; bulk configuration loads page through the REST API while live deal flows propagate promptly into billing + CRM. Manufacturing BOM structures reconcile via Rayven's product-master layer. For production, inventory + supply-chain data flow, this pairs with the Epicor Kinetic ERP integration. Configuration changes + approval-rule outcomes are captured as a distinct event stream so AI agents flag margin-floor breaches on complex builds + surface winning option sets. Validated against Epicor CPQ with Epicor Kinetic, Salesforce + Microsoft Dynamics deployments.

Give AI agents all your data.

Sectors

Job Roles

Overview

Set Engagements

Overview

We Partner With

Library

Our Company

Epicor integration that reaches the systems other tools can't.

Epicor is brilliant at what it does. Useless at everything else your data needs to touch.

SaaS-to-SaaS. Useful, until it isn't.

CRM, ERP, billing, e-sign + AI. One platform.

Epicor + Rayven: AI, automation + tools that reach every system you run.

3D-configured BOM becomes a Kinetic order

Rules + 3D models stay in step with engineering

Configured quote tied to the opportunity

Configured order to invoice

AI on live configuration + cost

Configurator velocity visible

Integration is the start with Rayven.Here's what comes with it.

AI-ready data layer (AI Data Fabric)

Live AI access (Rayven MCP)

Automation + AI agents

Custom apps + portals

Rayven is a five-layer platform ALL your integrations + much morecan run on.

Pick the right tool for your stack.

The integration is the easy bit.The platform + team behind it is the difference.

Platform + team. One commercial.

Built for Epicor CPQ's KBMax 3D engine.

We stay after go-live.

Hosted your way, where you need.

The questions Epicor admins, RevOps + IT ask first.

The 30-minute call covers

What is Epicor CPQ integration?

How is this different to your Epicor Kinetic ERP integration?

Can Rayven snap an Epicor CPQ 3D configuration into a Kinetic production order?

How long does Epicor CPQ integration take with Rayven?

Does Epicor CPQ have a native API? Why does Rayven add value on top?

What are the most common Epicor CPQ integration use cases?

What are the technical specifics of Epicor CPQ integration with Rayven?

Epicor + AI integration.In weeks, not months.

Integration is the start with Rayven.
Here's what comes with it.

Rayven is a five-layer platform ALL your integrations + much more
can run on.

The integration is the easy bit.
The platform + team behind it is the difference.

Epicor + AI integration.
In weeks, not months.