Epicor-Magento Invoice-to-Fulfillment Process Template - Pre-built integrations and automated sales order creation

Sep 21, 2026

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Epicor-Magento Invoice-to-Fulfillment Process Template connects ERP and e-commerce through pre-built Jitterbit integrations that sync Customer, Product, Invoice, Order, Shipment, and Part Fulfillment status between Epicor ERP and Magento Commerce. Updates in either system trigger corresponding updates or creations, ensuring consistent records. When invoices or orders are created, sales orders are automatically generated in Epicor and order completion is marked in Magento after all parts are shipped. The packaged approach speeds implementation and reduces integration effort by 50-80%.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages2

Reading Time1 min

AccessFree to download

Introduction

Customer and Product Synchronization

Order, Invoice, Shipment, and Fulfillment Automation

Business Problems Solved and Business Benefits

Epicor-Magento Invoice-to-Fulfillment Process Template Introduction Build a connected customer experience with Jitterbit’s Epicor-Magento Invoice-to-Fulfillment Process Template. A packaged solution of pre-built integrations connects data and processes between applications right out of the box, reducing integration efforts by 50-80%. Synchronize customer, product, shipment, and fulfillment status between systems, and automatically create a sales order when an invoice is created. Connect your ERP and e-commerce systems quickly and easily with reusable integrations that speed implementation and streamline business processes. This template includes pre-built integrations that connect the following objects and fields between Epicor ERP and Magento Commerce: Customer Customer An update of a Customer in Epicor triggers an update to the Customer in Magento. An update or creation of a Customer in Magento triggers an update to the Customer in Epicor, if the contact exists. If the Customer does not exist, it is created. A change in Epicor Part triggers an update to Magento Product. If the Product is not found in Magento, a Product is created. When a new Order is created in Magento, a Sales Order is created in Epicor, if the Customer and Part exist in Epicor. If Customer and/or Part do not exist, it is created and then a Sales Order is created in Epicor. When a Part Fulfillment status is updated to “shipped” in Epicor, and if all Parts from the Invoice are “shipped”, Order is marked to “complete” in Magento. An Invoice created in Magento creates a Sales Order in Epicor, if Customer and Part exist in Epicor. If Customer and/or Part does not exist, it is created and then a Sales Order is created in Epicor. Part Product Sales Order Order Sales Order Invoice Fulfillment Shipment BUSINESS PROBLEMS SOLVED: • Connect ERP and e-commerce systems to share data and automate processes • Integrate and synchronize data and processes quickly and easily between systems • Maintain a single source of truth for your data PROCESS TEMPLATE PACKAGE: • Two endpoints: Epicor ERP, Magento Commerce • Five pre-built integrations • Delivery services provided by Jitterbit to deploy the Process Template (optional) VALUE TO CUSTOMERS: 1. Packaged solution speeds integration and reduces technical support requirements 2. Standard objects minimize the need for additional customization 3. Pre-built workflows automate data synchronization between common objects such as Customer, Product, Invoice, and Order 4. Integrated processes eliminate manual data entry, data exports, costly delays BUSINESS BENEFITS: • Drive greater efficiencies in sales order fulfillment with a pre-built template that speeds automatic connections to commonly used objects, fields, and processes, and reduces time to deploy by 50-80% • Transform operations with streamlined communications and data integration across business processes • Meet rising customer expectations for a seamless customer experience with quick, cost-effective integration that synchronizes data and processes between workflows © Jitterbit, Inc. • [jitterbit.com](jitterbit.com) • +1.877.852.3500 Connect with us: The API Lifecycle of a Customer CX 360 LEADS/ OPPORTUNITIES Invoice-to-Fulfillment To create a seamless e-commerce experience, you need to connect your storefront to your back-office, automate business processes, and get real-time visibility into your operations. The Epicor-Magento Invoice to Fulfillment Process Template syncs Customer, Order, Product, Invoice and Fulfillment data, eliminating manual data entry and provides a single source of truth for your data. When a new order is created in Magento, a sales order is automatically created in Epicor and fulfillment status is updated when parts are shipped. With Jitterbit’s Epicor-Magento Invoice-to-Fulfillment Process Template you can use pre-built integrations to jumpstart integration

FAQs

What systems does the Epicor-Magento Invoice-to-Fulfillment Process Template connect?

It connects Epicor ERP and Magento Commerce using pre-built Jitterbit integrations.

How does the template handle customer data synchronization?

A customer update in Epicor triggers an update in Magento, and a customer update or creation in Magento triggers an update in Epicor if the contact exists; otherwise it is created.

What automation happens when an invoice or order is created?

When an invoice is created in Magento, a sales order is created in Epicor, creating missing customer and part records as needed. When a new order is created in Magento, a sales order is created in Epicor if the required customer and part exist, and fulfillment updates can mark the Magento order complete after all parts are shipped.

Sep 21, 2026

Upload by Graffin