Connect Your Trading Partners Directly to Epicor Kinetic
Epicor EDI & B2B Integration Services
Get more from the Epicor Kinetic platform you already own.
Butiq builds EDI and B2B integrations that connect customers, suppliers, dealers, and other trading partners directly with Epicor Kinetic.
Using the integration and automation capabilities available within Epicor, we connect incoming JSON, XML, CSV, EDI, API, and other structured data with your existing Epicor processes. This can reduce manual entry, accelerate transactions, and simplify how information moves between your business and its trading partners.
For the right trading relationship, it may also reduce your dependence on separate translation, mapping, and middleware services.
Get More From the Epicor You Already Own
Traditional EDI solutions often introduce another platform between a trading partner and the ERP. That platform may handle translation, mapping, transactions, and communication, but it can also introduce additional software, support requirements, and recurring fees.
In some cases, that approach is necessary. Certain trading partners require a managed EDI network, specialized connectivity, or a specific service provider.
But not every trading relationship requires the same solution.
Where the trading partner’s requirements allow it, Butiq can use the integration and automation capabilities available within Epicor Kinetic to handle more of the process directly.
This can help your organization:
Reduce repetitive data entry
Process transactions faster
Reduce avoidable entry errors
Apply Epicor business rules consistently
Automate acknowledgments and responses
Reduce reliance on spreadsheet imports and exports
Manage less integration software
Reduce unnecessary translation and mapping costs
The objective is not simply to move a file into Epicor. It is to make the transaction part of the Epicor workflow your team already uses.
How an Epicor Trading-Partner Integration Works
Every trading partner has its own requirements. The document, data format, communication method, validation rules, and expected response may differ from one relationship to another.
But the general process is consistent.
STEP 1
The Trading Partner Sends a Business Document
A customer, supplier, dealer, or other partner sends a purchase order, shipping document, invoice, order change, or other structured business transaction.
STEP 2
The Information Is Received in the Required Format
The information may arrive as JSON, XML, CSV, traditional EDI, through an API, or in another structured format.
Butiq works with the format and communication method required by the trading relationship.
STEP 3
Butiq Connects the Information to Epicor
The integration receives the information, transforms it where necessary, validates the data, and applies the appropriate business rules.
Connect → Transform → Validate → Automate
STEP 4
Epicor Creates or Updates the Transaction
Once validated, the information is used to create or update the appropriate Epicor transaction, such as a sales order, quote, release, shipment, or invoice.
STEP 5
Epicor Returns the Appropriate Response
Information from Epicor can be returned to the trading partner as an acknowledgment, advance ship notice, invoice, status update, or other required response.
Trading Partner → Structured Data or EDI → Butiq Integration → Epicor Kinetic → Automated Response
Common Epicor EDI and B2B Workflows
Butiq builds integrations around the trading partner’s requirements and the way your organization uses Epicor.
Customer Purchase Orders to Epicor Sales Orders
Receive customer purchase-order information, validate the required data, and create the appropriate Epicor sales order.
Dealer Orders to Epicor Quotes
Convert incoming dealer or distributor orders into Epicor quotes using the appropriate customer, part, pricing, and configuration rules.
Epicor Orders to Customer Acknowledgments
Return order information to the customer in the document or data format required by the trading relationship.
Epicor Shipments to Advance Ship Notices
Use Epicor shipment information to create and send advance ship notices or other required shipping documents.
Epicor Invoices to Customer-Required Formats
Transform Epicor invoice information into the format required by the customer or trading partner.
Custom Transaction Workflows
When a transaction does not fit a standard document flow, Butiq can design the integration around the specific data, validation requirements, and Epicor process involved.
Built Around Your Epicor Processes
Moving data is only one part of an effective integration.
The integration also needs to understand how your company uses Epicor and what needs to happen before a transaction can move forward.
Depending on the workflow, the integration may need to account for:
Customers and companies
Customer-specific part numbers
Internal part numbers
Pricing
Quantities
Units of measure
Ship-to locations
Releases
Product configuration
Inventory or availability
Custom fields
Company-specific validation
Custom business rules
For example, an incoming purchase order may need to be matched to the correct Epicor customer, ship-to location, part, price, quantity, and release structure before the sales order can be created.
Instead of forcing that process into a generic integration model, Butiq builds the integration around your existing Epicor workflows and business requirements.
Validation, Exceptions, and Failed Transactions
A reliable integration needs to account for more than successful transactions.
Incoming information may be incomplete, contain an unknown part number, use an invalid ship-to location, include unexpected pricing, or fail another business rule.
Depending on the project, the integration may include:
Required-field validation
Customer and part matching
Pricing and quantity validation
Duplicate-transaction checks
Business-rule validation
Error notifications
Transaction logging
Correction and reprocessing workflows
The objective is to automate routine transactions while making exceptions visible to the people who need to address them.
A Practical Alternative to Traditional EDI
Not every trading relationship requires an EDI platform, translation service, or recurring mapping subscription.
Some partners require a managed EDI network or specialized provider. In other cases, more of the process can be handled using the integration capabilities available within Epicor Kinetic.
Butiq can help determine:
What the trading partner requires
What Epicor can handle directly
Where transformation or custom logic is needed
Whether an external EDI service is necessary
How responses and exceptions should be handled
What approach will be practical to maintain
The right solution may use direct integration, an external EDI provider, or a combination of both.
Start With One Trading Partner or Transaction
An EDI or B2B integration does not need to begin as a large, company-wide project.
In many cases, a focused first integration is the most practical approach. A good starting point may involve one trading partner, one repeatable transaction, and a process that currently requires meaningful manual effort.
Butiq begins by understanding:
What the trading partner sends
How the information is delivered
What needs to happen inside Epicor
Which records and business rules are involved
What information needs to be returned
How invalid transactions should be handled
Who needs to be notified when an exception occurs
From there, we define the integration flow, build the required connection and business logic, test real transaction scenarios, and prepare the process for use.
Once that workflow is operating reliably, the approach can be extended to additional documents, trading partners, or Epicor transactions.
Looking for broader system-to-system connectivity?
Epicor EDI and B2B integrations are one part of Butiq’s broader integration capabilities. If your needs extend beyond trading-partner transactions, explore our Epicor Integration Services for connecting Epicor with other business systems or our Enterprise Integration Services for integrations that extend across ERP, CRM, financial, operational, and custom applications.
Frequently Asked Questions
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No. Some trading partners require a managed EDI network, specialized connectivity, or a particular provider, while others can exchange structured information more directly.
Butiq can review the trading partner’s requirements and help determine whether direct Epicor integration, a traditional EDI service, or a combination of both is the most appropriate approach.
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Yes. Trading-partner integrations may involve JSON, XML, CSV, APIs, traditional EDI documents, or other structured data formats.
The appropriate approach depends on what the trading partner can send and what needs to happen inside Epicor.
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Yes. Depending on the requirements, Epicor information can be transformed and returned as acknowledgments, advance ship notices, invoices, status updates, or other responses.
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The integration can be designed to validate incoming information and route exceptions for review. The exact process will depend on the business rules, the type of transaction, and how the organization wants exceptions handled.
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Yes. Butiq can review an existing process to identify reliability, validation, performance, support, or maintainability issues and determine what should be improved.
Ready to Get More From Your Epicor Investment?
If your team is manually entering trading-partner transactions or managing unnecessary integration complexity, there may be a more direct approach.
Tell us what your trading partner sends and what needs to happen inside Epicor. We can help determine where direct integration makes sense and how to build a process that fits your existing workflows.