ServicesCRM-ERP-AI Integration

Connect Sugar, Epicor Kinetic, and AI agents into one working system

Epicor Platinum Partner
SugarAI Premier Partner
100s of Epicor and Sugar implementations across the Americas

Most partners know one platform. TCP knows Sugar and Kinetic, and built the connector that joins them. That connector is Fluent. When the two systems share data, sales sees real revenue, operations stops re-keying quotes, and your AI agents can answer questions that span both.

Request an integration assessment See what gets connected

Who this is for

Sales works in a CRM. Operations works in an ERP. The two do not talk.
Sales cannot see invoices, open orders, or credit holds.
Quotes are typed into the ERP a second time.
Account data is different in each system.
Forecasts are built from opportunities instead of shipped revenue.

If three of these are true, the integration pays for itself in re-keying alone.

What the vendor gives you, and what TCP adds

Sugar and Epicor give you	TCP adds
APIs and generic connectors	The mapping between a Sugar account and a Kinetic customer, a quote and a sales order
Documentation	A connector that is already built and running at other manufacturers
Support for their side of the line	One partner responsible for both sides and the line between them
Nothing for AI	The same connector layer feeds your AI agents

What gets connected

Sugar on the left, Kinetic on the right, Fluent in the middle. Two-way for accounts, one-way for the rest.

Sugar

Accounts, contacts, quotes, cases

Fluent

Mapping, sync rules, conflict flags, and the agent layer

Epicor Kinetic

Orders, invoices, shipments, credit

What moves, in which direction, and how often

Data	From	To	How often
Accounts and customers	Both	Both	On change
Contacts	Sugar	Kinetic	On change
Quotes	Sugar	Kinetic as sales orders	On approval
Invoices and shipments	Kinetic	Sugar account record	On posting
Products and pricing	Kinetic	Sugar quote catalog	Nightly or on change
Credit status and holds	Kinetic	Sugar	On change
Service cases	Sugar	Kinetic customer notes	On change

What each team gets

For Sugar

What your sales team sees after the connection

Invoices and open orders on the account record.
Forecasts built from shipped revenue, not just opportunities.
Credit holds visible before a quote goes out.
Product and price lists that match the ERP, always.
One customer record. No more asking which system is right.

For Epicor Kinetic

What your operations team gets

Quotes arrive as sales orders. Nobody re-keys.
Customer records that match the CRM.
Service cases visible next to the customer's orders.
Fewer calls from sales asking whether it shipped.

For AI agents

Questions that cross both systems

What did this customer order last quarter, and is anything overdue?
Is this account on credit hold, and who is the sales rep?
Send this customer their invoices from August.

Build the connector once, use it twice.

Fluent or custom

Fluent is cheaper and faster. Custom is for real needs, not a default. Fluent features and pricing are at fluenterp.com.

Fluent covers it

Standard objects, standard flows. Weeks to live.

Fixed price

Fluent plus mapping

Your custom fields and business rules added on top of the standard connector.

Fixed price for defined scope

Custom connectors

Other systems in the mix: e-commerce, accounting, portals.

Fixed-price scope after discovery

Other systems TCP has connected

E-commerce platforms, including Shopify and B2B commerce.
Accounting systems, including Sage Intacct and Xero.
WhatsApp and email.
Supplier portals.

If a system has an API, TCP can connect it. If it does not, TCP will tell you what the options are.

Proof

2023

Kinetic and Sugar as one project

IMPELMEX

Water treatment manufacturer, Mexico City. Implemented Kinetic and Sugar together, connected through Fluent, as one project.

Read the case study

13 yrs

on Epicor, now adding Sugar

Megaplast

Thirteen years on Epicor. Now adding Sugar, connected through Fluent. Proof that the CRM can come later and still connect cleanly.

Read the case study

Frequently asked questions

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With Fluent and standard objects, weeks. With custom fields and rules, longer. TCP gives a fixed scope after a short assessment.

Both. Accounts, quotes, and credit status sync on change. Large catalogs can sync nightly. You choose per data type.

TCP sets a master for each field before go-live. Usually Kinetic owns billing and credit data, and Sugar owns contacts and sales activity. Conflicts are flagged, not silently overwritten.

Often yes. It depends on the version and how it is hosted. TCP will check in the assessment. Sometimes an upgrade first is the better path.

Either. Fluent is faster and cheaper when it fits. Custom is for systems Fluent does not cover or rules that are truly yours. TCP will recommend the cheaper path that works.

TCP does, under a block of support hours. Fluent connects through supported APIs, so most upgrades need testing, not rebuilding.

Yes. TCP has connected Shopify, Sage Intacct, Xero, and WhatsApp alongside Sugar and Kinetic.

Request an integration assessment

Tell TCP which systems you run and what data your team cannot see today. You get a written scope with the data map, the direction of each flow, and a fixed price.

Request the assessment