Managing the complex operations of B2B businesses can be tough. That’s where many businesses elected the Epicor BisTrack ERP (Enterprise Resource Planning) solution, to streamline their business processes.
When integrated with other business systems, this ERP can greatly improve your operational cycles. From automating seamless workflows to eliminating manual errors, it takes care of everything.
Users love how they can customize data searches, reports, and dashboards to meet their specific needs. Plus, they can quickly access information from any screen and get real-time business insights through document scanning.
What is Epicor BisTrack Integration?
Integrating Epicor BisTrack means to connect the ERP to other systems like the ecommerce platform, CRM, PIM, EDI and others. This ensures that data flows between these systems, eliminating the need for manual effort for updates, while streamlining business processes. Automating data flow also ensures access to real-time data across teams, ensuring improved efficiency and decision-making.
How to Integrate Epicor BisTrack
There are two main ways to connect Epicor BisTrack. The right method would be based on your business needs, budgets, and the scope & intent of the integration:
1. Self-Integration
Contact Epicor and connect with an Epicor account representative.
Once the request is made, Epicor will share your integration details with the product developers. This process takes about 2-3 days.
Finally, you’ll be working with Epicor’s tech team directly, so technical knowledge is necessary. You can view the entire technical process here.
2. Third-Party Integration Platform (iPaaS)
If you are someone who wants to avoid the technical hassle of integration, an iPaaS would be the right choice for you. An Integration Platform as a Service (iPaaS) like the DCKAP integrator can handle the integration on its own.
This platform is designed specifically for B2B companies to manage their ERP integrations efficiently.
In this case, the iPaaS provider’s technical staff will manage the entire integration process, so you don’t need to worry about the technical details.
Also read: Understanding ERP Legacy System Integration
What Can Epicor BisTrack Integrate With?
There are multiple solutions that you can integrate with Epicor BisTrack. Here are some popular ones:
eCommerce Platforms
Integrate your Epicor BisTrack ERP with ecommerce solutions like Shopify or Magento to manage your online sales, order processing, and inventory updates.
Customer Relationship Management
Connect your ERP with CRM systems such as Salesforce or HubSpot to enhance customer service, manage sales leads, and improve overall customer relationships.
Inventory Management
Sync your ERP with inventory management systems to maintain accurate stock levels, automate reordering, and manage warehouse operations effectively, ensuring accurate and timely deliveries.
Financial Systems
Link your Epicor BisTrack ERP to financial systems to streamline all your accounting, financial reporting, and service management. Use financial management software like QuickBooks and MS Dynamics GP to enhance financial reporting and management.
Business Intelligence Tools
Apply BI tools like Power BI to your ERP to gain profound insights into the performance of your business with advanced analytics and reporting.
Shipping and Logistics
Integrate your ERP with any shipping and logistics platforms, bringing all of your delivery processes into one place: order and shipment management and tracking dispatch operations.
Point of Sale Systems
Integrate with POS systems so that all sales information is properly synchronized for transactions and customer purchases, relatively in real-time.
The integration with such systems generates enhanced operational efficiency and rich insight with better data accuracy for the smoother and more effective running of a business through Epicor BisTrack.
Also read: Epicor’s Frank Heenan on the Tech-Driven Future of Distribution
Why Should You Consider Integrating Epicor BisTrack
Get the Big Picture of Your Inventory
In BisTrack, there is a very clear view of stock levels against sales trends and who is buying what—all from one set of locations. You can, therefore, ensure that your warehouse will run smoothly, avoid stockouts, and manage inventory efficiently at the same time.
Accurate Deliveries
Epicor’s BisTrack Delivery system ensures every delivery is accurate and on time to keep your customers happy and satisfied. It removes frustration in managing deliveries to enable one to focus on the growth of their business.
Enhanced Value-Added Services
You can computerize and automate services such as custom orders, manufacturing, and installations. This will not only add to your profit but also make life easy for builders and contractors by providing them with reliable service.
Know Your Customers Better
When you have all the customer information at your fingertips, you are in a better position to satisfy their needs with the best service. BisTrack will equip you with the capacity to integrate your sales, marketing, dispatch, and accounting team onto the same page of customer care.
Empower Your Sales Team
Empower your sales team to manage customer interactions more effectively. BisTrack enables them to quote quickly, mark orders easily, and take payments that turn more inquiries into sales and make the sales process easier.
Simplify Finance
Make your accounting processes easier and more accurate. BisTrack updates your financial data in real-time across all of your branches so it’s dead easy to track performance and make the right decisions.
Also read: Epicor Automation Studio Explained [+ vs DCKAP Integrator]
Streamline Your Operations with DCKAP Integrator
DCKAP Integrator has years of experience and the needed expertise working with integrating Epicor ERPs with the unique combination of systems and processes that distributors have adapted to over the years. It’s ERP-first approach ensures that your ERP is placed at the heart of your operations across systems, making it a true single source of truth.
Here are a few features that makes it unique:
- DCKAP Integrator has advanced mapping and modifiers, allowing you to map different fields from the source to destination tools for easier data sync. It also provides exceptional flexibility for handling data by establishing rules.
- It features an auto-scheduler option, enabling intelligent scheduling of multiple tasks at particular intervals. You can turn on autopilot mode, and Integrator will handle the rest.
- It offers comprehensive logs that provide end-to-end visibility, allowing a complete view of the integration execution from start to finish. These logs help track errors and alerts you of any failures during the integration setup.
- It automates workflows effortlessly with an easy-to-use visual interface, functioning as a no-code platform.
- It is recognized as one of the best platform-agnostic solutions on the market, supporting multiple applications needed for B2B business digital transformation.
To effortlessly sync your Epicor BisTrack ERP with other business apps, contact us and we will take care of everything.
FAQs
Can Epicor BisTrack integrate with my current software?
Yes, Epicor BisTrack is designed to integrate seamlessly with a variety of existing software systems, including financial management tools, CRM platforms, ecommerce solutions, and more.
