A Smarter Way to Connect Epicor BisTrack
About The Company
For over 90 years, Building & Plumbing Supplies (BPS) has been a trusted supplier of high-quality building materials for trade professionals, homeowners, and DIY enthusiasts. As an independent, family-run business, BPS combines quality products with expert advice, making it a reliable one-stop destination for projects of every size.
The Business Need
PDI was investing in a modern Shopify storefront to deliver a better buying experience for its customers. Because the website was still in its early stages of development, the integration couldn’t simply be plugged in after the site was complete. Instead, both projects had to move forward together, requiring careful planning and collaboration to ensure every workflow would function as expected once the storefront went live.
BPS relied on Epicor BisTrack as its backend ERP to manage core business operations, while EvolutionX powered its customer-facing eCommerce storefront. As both platforms played a critical role in the business, ensuring they worked seamlessly together became increasingly important.
Some of the operational challenges included:
- Inconsistent product and inventory information: Product details and inventory levels needed to remain synchronized across both systems so customers could make informed purchasing decisions.
- Maintaining customer-specific pricing: Trade customers relied on negotiated pricing. Ensuring those prices were accurately reflected online required a dependable synchronization process.
- Disconnected order workflows: Sales orders, order processing updates, and order history needed to move seamlessly between EvolutionX and Epicor BisTrack to avoid delays and unnecessary manual intervention.
- Limited visibility into customer transactions: Customers expected instant access to invoices, order history, and account information, but making that data readily available across platforms was a challenge.
- Manual synchronization of business data: Customer records, financial information, and operational data had to stay aligned between both systems. Without automation, maintaining data consistency became increasingly time-consuming and prone to errors.
Managing these processes manually demanded significant time, effort, and internal resources while making it harder to keep business-critical information consistent across both systems. Recognizing that this approach was neither efficient nor scalable, BPS made the strategic decision to integrate Epicor BisTrack with EvolutionX.
The Solution
The first step in the project was establishing a reliable connection between Epicor BisTrack and EvolutionX. Since Epicor BisTrack is an on-premises ERP, DCKAP developed a custom API framework to enable secure and seamless communication between the two platforms.
With this foundation in place, DCKAP Integrator seamlessly integrated Epicor BisTrack with EvolutionX, creating a connected ecosystem where critical business data could move automatically.
The integration included the following workflows:
Batch sync:
Customer Sync (Epicor BisTrack to EvolutionX):
Customer records were synchronized from Epicor BisTrack to EvolutionX, ensuring account information remained consistent across both systems.
Product Sync (Epicor BisTrack to EvolutionX):
Product data was synchronized from Epicor BisTrack to EvolutionX, keeping the online product catalog aligned with the ERP.
Inventory Sync (Epicor BisTrack to EvolutionX):
Inventory levels were synchronized from Epicor BisTrack to EvolutionX, ensuring stock availability remained accurate.
Sales Order Sync (EvolutionX to Epicor BisTrack):
Sales orders placed through EvolutionX were automatically transferred to Epicor BisTrack for processing.
Order Processing Sync (Epicor BisTrack to EvolutionX):
Order processing updates were synchronized from Epicor BisTrack to EvolutionX, keeping order statuses current.
Accounts Receivable Sync (Epicor BisTrack to EvolutionX):
Accounts receivable information was synchronized from Epicor BisTrack to EvolutionX, providing customers with better visibility into their account status. (unique sync)
Dynamic Sync:
Customer-Specific Pricing Sync (Epicor BisTrack to EvolutionX):
Personalized pricing maintained in Epicor BisTrack was synchronized with EvolutionX, allowing customers to view the correct negotiated prices.
Order History Sync (Epicor BisTrack to EvolutionX):
Customers could access their latest order history through EvolutionX, synchronized dynamically from Epicor BisTrack.
Invoice History Sync (Epicor BisTrack to EvolutionX)):
Invoice history was synchronized from Epicor BisTrack to EvolutionX, making invoices readily available online.
Beyond the automated synchronization workflows, DCKAP Integrator also enabled live inventory, live pricing, live orders, and live invoices by retrieving information directly from Epicor BisTrack on demand. This allowed the team to view the latest inventory availability, pricing, invoices, and complete order history through EvolutionX, including orders that were originally placed outside the eCommerce storefront and recorded directly in the ERP.
Together, these integrations transformed Epicor BisTrack and EvolutionX into a unified digital ecosystem, enabling BPS to operate more efficiently while providing a seamless experience for both customers and internal teams.
The Outcome
The integration made a noticeable difference across the business:
- Customer, product, inventory, pricing, and order data now stay synchronized across both systems.
- Sales orders move into Epicor BisTrack without unnecessary manual effort, helping the team process orders more efficiently.
- Customers have easy access to current pricing, inventory availability, invoices, and order history through the online portal.
- Internal teams have greater confidence that they’re working with accurate, up-to-date information instead of maintaining data in multiple places.
- By automating routine workflows, the team can focus more on supporting customers and less on keeping systems in sync.
Today, BPS has a connected ERP and eCommerce ecosystem that helps the business operate more efficiently while delivering a smoother experience for both customers and employees.
Final Words
No two integration projects are exactly alike, but the goal is usually the same: spend less time managing systems and more time growing the business. By connecting Epicor BisTrack and EvolutionX, BPS took a big step toward making that happen.
If your systems aren’t working together the way they should, let’s change that. Get in touch with DCKAP, and we’ll help you build an integration that makes your day-to-day operations a whole lot easier.
