The Sugar and Kinetic integration, by TCP
Sugar Sells.
Kinetic Delivers.
Fluently.
A typical sales rep loses two selling days every week hunting for order status, pricing, and account history across systems. Fluent gives those days back.
Fluent is TCP's integration platform connecting SugarAI and Epicor Kinetic.
Lost per rep to non-selling work, hunting for status across systems.
Of custom code required. Setup runs through a web portal.
Live Kinetic views inside Sugar. No duplication, no stale data.
Sellers work in Sugar. Production, finance, and service stay in Kinetic. Both sides stay in sync effortlessly.
What you get with Fluent
Built for sellers. Trusted by operations.
Live ERP views in Sugar
Open orders, invoices, past-due AR, inventory by warehouse, cases, and returns appear inside Sugar account records. Built on Epicor BAQs.
Bi-directional sync
Accounts, contacts, opportunities, quotes, orders, and cases flow both ways. Parts and price lists flow from Kinetic to Sugar.
Quote to order, no re-keying
Opportunities push to Kinetic as quotes. Closed-won deals push back as sales orders. No copy-paste, no lost handoffs.
Configured, not coded
Setup runs through a web portal in hours, not weeks. No custom development, no complex middleware.
Dynamic field mapping
Map standard and custom fields between Sugar and Kinetic through the portal, any time the business changes.
Multi-company support
Running multiple Kinetic companies? One Sugar instance connects to as many Kinetic companies as you run.
Granular security
Field, view, record, team, and role-level controls in Sugar. The right people see the right data.
Mobile and Outlook ready
Sellers stay connected from the road, the factory floor, or a customer site with live Kinetic views from Sugar Mobile.
How it works
Live in hours, not weeks.
Fluent is delivered as a cloud subscription. From the Fluent portal you configure your connection and choose which workflows to turn on. No install, no middleware to babysit.
Connect
Link Sugar and Kinetic through the Fluent portal.
Configure
Pick the workflows and field mappings you want.
Run
Sellers work in Sugar with Kinetic data and processes at their fingertips.
- Deployment
- Cloud subscription, no install
- Setup
- Self-service through the Fluent portal
- Data flow
- Bi-directional, real time
- Configuration
- Point and click, no code
- Epicor support
- Cloud and on-premise
- Sugar products
- Sell, Serve, and Enterprise
Data flows
Key records stay in sync, automatically.
Where some integrations duplicate records everywhere, Fluent keeps data transfer to a minimum: Sugar users see live Epicor data in real time, right where they work. Less sync, less risk of stale data, more clarity.
Sugar Sell to Epicor Kinetic
What your sellers create pushes into the ERP.
- AccountCustomer
- ContactContact
- OpportunitySales Order
- QuoteSales Order
- CaseCase
Epicor Kinetic to Sugar Sell
ERP master data flows back to your sellers.
- CustomerAccount
- ContactContact
- PartProduct Catalog
- QuoteQuote
- CaseCase
Go deeper with Epicor BAQs
The base module includes the Kinetic BAQ dashlet, which invokes Epicor Business Activity Queries from inside Sugar Sell. You control which data elements are shared between the two systems: point and click, no programming.
Questions
Frequently asked questions
What data is synced between Epicor and Sugar?
Fluent keeps your transactional data in sync both ways: customers, contacts, quotes, orders, invoices, and cases. Master data flows one way from Epicor to Sugar: price lists and parts. You also get full custom field mapping support, so the integration adapts to how your business actually runs.
Can I see Epicor data directly in Sugar?
Yes. Fluent surfaces live Epicor data inside Sugar through custom dashlets powered by Epicor BAQs. Your sales team sees open orders, inventory, order status, and any other ERP data right from the record they are working in. No system switching, no copy-paste, no waiting on operations to pull a report.
How are conflicts between systems handled?
Fluent includes built-in conflict resolution and a full audit trail for every sync operation. When the same record is updated in both systems, Fluent applies your configured rules to determine which version wins, and logs every change so you can see exactly what happened and when.
Do I need to maintain two sets of customer data?
No. That is the point of Fluent. One change in either system flows to the other automatically. Your sales team works in Sugar, your operations team works in Epicor, and both see the same customer truth without anyone duplicating effort.
How quickly are changes reflected across systems?
Sync happens instantly when records change. For bulk operations you can also schedule batch syncs at whatever cadence fits your business. Every run is tracked with success rates, duration, and detailed logs, so you always know the state of your data flow.
Requirements
- All supported versions of Sugar Sell, Serve, and Enterprise
- Epicor version 10.2.500 or newer, cloud or on-premise
- Epicor API exposed and accessible from the internet
- Delivered as a cloud subscription, nothing to install
Resources
Take a closer look.
Download the brochure
The two-page Fluent integration overview: what you get, how it works, and the data flows. Ready to share with your team.
Webinar, 30 minutes
SugarAI for Epicor Kinetic users
See Fluent bring CRM and ERP together: real-time ERP visibility for sales and service, prebuilt upgrade-safe connectors, and less IT maintenance.
Watch the sessionSee them work together.
Book a 30-minute walkthrough. We will show the Fluent integration running live with your kind of data.
Built and maintained by TCP, a SugarAI Premier Partner and Epicor Elite Partner. We do this every day.