Nathan Marzion
Commercient has been instrumental in maintaining consistent data between our Salesforce and Epicor systems, providing us with a reliable and efficient sync.
Review of Commercient on Google
Connect Epic Systems to Personio
Trigger an automatic workflow in Personio the moment something happens in Epic Systems. Commercient Pulse handles the handoff in real time.
The world’s most innovative companies run on Commercient
Most popular Epic Systems + Personio Pulses
When an order is placed in the chart in Epic Systems, Pulse automatically creates a new Employee Record in Personio.
When a record is updated in Epic Systems, Pulse automatically creates a new Employee Record in Personio.
When a new patient encounter is recorded in Epic Systems, Pulse automatically creates a new Employee Record in Personio.
When a time-off request is approved in Personio, Pulse automatically creates a new Patient Record in Epic Systems.
When an employee's status changes in Personio, Pulse automatically creates a new Patient Record in Epic Systems.
When a document is uploaded to a profile in Personio, Pulse automatically creates a new Patient Record in Epic Systems.
*Pulses may vary based on your platform specifications
Why Commercient?
With Commercient, you can automate everything from a single webhook trigger to complex, multi-system event flows.
Trusted by teams from Fortune 500s to startups
See why more customers are choosing Commercient than any other solution
Commercient gets the SYSPRO data to our sales team as quickly as possible. So they’re armed with information when they’re looking at leads and opportunities in Salesforce.
Virgilio Felix
Chief Operating Officer at Café Spice
We had an odd ERP system, and Commercient were one of the few that were able to really support it well.
Todd Brown
Director of Lab Products and Electronic Materials at Polysciences
The sales guys on the US side were so impressed with how we’ve been doing this that now our Netherlands office wants the same sort of feel and the same efficiency on their team.
Vashti Ramgoolam
Director of Sales Administration at AudioQuest
We have inventory, buy/sell pricing, and customer details all synced over to Salesforce.. so Commercient definitely helps us.
Andrew Williams
General Manager at Maxijet Australia
Make work flow with Commercient agents
Level up your Epic Systems to Personio integration with Agentic AI. Securely extract, summarize, and transform your integration data.
About Epic Systems
Epic Systems is a business platform used by teams to manage day-to-day operations.
About Personio
Personio is an HR and workforce platform used to manage employees, payroll and scheduling.
What customers have to say
Verified G2 user
Fantastic product and pre/post live support!
Very configurable and reliable. Set it and forget it! Once you map your data and set the SYNC schedule, you honestly forget about the background process. Reliable uptime and logic prevents a need to touch. 2 way sync. Quotes and Orders sync to Epicor ERP. Company and contact management in both systems. Double Entry Demolition.
Review of Commercient on G2
HEULE Precision Tools
We sought a solution to sync data from Epicor Prophet 21 to Zoho CRM and found our answer in Commercient. The setup process, led by Matt Fischer, was straightforward and trouble-free, and we've been enjoying seamless data synchronization for about 8 months now. I would highly recommend Commercient since it has significantly improved our internal sales team's accessibility to order information on the go.
Review of Commercient on Google
Rob Mogolov
Before partnering with Commercient, we were juggling two different systems to manage our business - INFOR for ERP and ZOHO for CRM. Commercient seamlessly linked these systems, improving our reporting efficiency and providing greater visibility for our sales team.
Review of Commercient on Google
Verified G2 user
Seamless CRM & ERP Sync with Reliable Support
I use Commercient SYNC to connect our CRM and ERP systems, creating a seamless data environment. It solves the problem of manual order and account entry by letting us import records from our CRM to our ERP without manual data entry. I like that the product is very reliable, and the support team is quick to address problems. The concept of connecting the business environment and eliminating redundant data entry is…
Review of Commercient on G2
Jonathan Solan
Commercient SYNC is a critical part of our business infrastructure. We utilize the product to bi-directionally sync our CRM and ERP systems together to create a seamless data environment for our users. The product is very reliable, and the support team is responsive.
Review of Commercient on Google
Leverenz, M.
Custom API Build
Worked with Commercient on our Custom Built API that connected our API to our ERP. This has allowed for a data connection between our two systems that we have never had before.
Review of Commercient on HubSpot Marketplace
Max Hampton
We use Commercient to sync data between Sage 50 and Salesforce, including customer records and sales orders. It's been a reliable solution that gives our team better visibility without switching between systems.
Review of Commercient on Google
Verified G2 user
Long and complicated process but they stuck with us the whole time.
The customer support has been pretty good. It has been over 2 years trying to get this to work in our system, and we are finally getting close to having it the way we need it. They have been very helpful, and haven't charged for additional support except for very specific out of scope things. It is soon going to be allowing us to reduce data entry. We have to enter information in two and sometimes three systems.…
Review of Commercient on G2
Luke Shaw
Commercient has allowed us to fully integrate our ERP data into our Salesforce environment. This means reduced duplication of data across systems and better insight for our Sales Team.
Review of Commercient on Google
Karina M.
Infor Visual to Salesforce
It has been a pleasure working with Commercient on the integration of our ERP and CRM systems. The success, application, and technical support teams have been extremely reliable in assisting with the integration.
Review of Commercient on Capterra
Verified G2 user
Infor Visual to Salesforce
It has been a pleasure working with Commericent on the integration of our ERP and CRM systems. The success, application, and technical support teams have been extremely reliable in assisting with the integration. The Help Desk center streamlined timely support when needed. SYNC is solving the need for manual data entry into our CRM system by syncing new records and updating existing records on a daily basis,…
Review of Commercient on G2
Verified G2 user
Great at Connecting our ERP and CRM
Because of the SYNC, we don't have to double-enter our customer information into two different systems, and it helps our entire organization have clarity across the board. It was a fairly easy process to set up the SYNC agent, Commercient did the heavy lifting configuring the sync to our CRM, and the post-implementation support has been good as well. Having our ERP data at our fingertips within our CRM has been a…
Review of Commercient on G2
Ericson III, J.
Connected Epicor 10 to HubSpot - 2 way!
Commercient made the "2 way sync" dream possible! Very knowledgeable and technical staff with real-life operational sales/ERP sense that made our implementation successful. No more double entry for us anymore!
Review of Commercient on HubSpot Marketplace
Verified G2 user
Excellent Tool!
Working with a great team, like with Julian. The tool itself is pretty straightforward. This helps us work with the system to accommodate any needs we may have. Helps reduce double entry (even triple at times). Also having both systems talk help make the process flow easier and better.
Review of Commercient on G2
Darrell Green
With Commercient's help, we've been able to seamlessly integrate our CRM's, allowing for smooth information transfer between Acumatica and Zoho. The team, especially Lynnette and Fernando, has been exceptional in ensuring all our issues are resolved. I would highly recommend Commercient for their tremendous support and ability to effectively cross-integrate our CRM's.
Review of Commercient on Google
Jon Chouinard
Great tool to sync your ERP and CRM
Review of Commercient on Google
Jon C.
ERP Sync review
It has worked great for many years and have used it for at least 8 years. This works in the background and updates our CRM daily. Allows us to not do double entry of data. We are able to bring in inventory data along with product information easily to our CRM.
Review of Commercient on Capterra
Verified G2 user
Effortless ERP-to-CRM Connection That Streamlines Internal Processes
Easily connects our ERP to the CRM to make internal processes easy. It allows us to not do double efforts in entering data
Review of Commercient on G2
Verified G2 user
ERP and CRM Integrations
Communication - their team is very clear about needs, goals and outcomes High - we could not complete the process without them Commercient is working with us to integrate our ERP information into our CRM, giving us broader visibility into performance, inventory, and other key details across the organization.
Review of Commercient on G2
Shane Merritt
We've been using Commercient to sync our ERP and CRM data since 2017. For us, it really was set it and forget it. The team helped us with the initial set up and now the information syncs effortlessly. I definitely recommend Commercient. We save so much time!
Review of Commercient on Google
Chris Newville
We migrated from Sage 100 to X3 in 2018. Commercient has been instrumental to merging data from X3 to Salesforce. We've built detailed sales reports and living dashboards so our sales team can keep track of order entry, purchase orders, invoices, payments, and commissions.
Review of Commercient on Google
Clark, D.
Workflow complete!
Santiago and his team were great and very instrumental in helping me set up a workflow for our members. I couldn't have done it without them!
Review of Commercient on HubSpot Marketplace
Verified G2 user
Eliminates Double Syncing and Manual Data Entry—A Huge Time-Saver
A major benefit is that the integration eliminates double syncing and reduces the need for manual data entry, which saves time and greatly lowers the risk of human error. As PMI, our significant challenge was ensuring Salesforce & Quickbooks Desktop remained in sync. Thankfully, Commercient's automation drastically reduced our manual data entry time and heightened our accuracy, effectively resolving our…
Review of Commercient on G2
Christopher Mundey
As PMI, our significant challenge was ensuring Salesforce & Quickbooks Desktop remained in sync. Thankfully, Commercient's automation drastically reduced our manual data entry time and heightened our accuracy.
Review of Commercient on Google
Verified G2 user
ERP Insights Seamlessly Integrated into Our CRM
Bringing access and insight of our ERP system into our CRM. Monitoring realtime company wide performance.
Review of Commercient on G2
Nick N.
Great product
Fantastic!! Once we were live, it's been a great experience and one I'd happily recommend to anyone. It works fantastically well, it's a great product and helps our Finance team in their day to day operations.
Review of Commercient on Capterra
Frequently asked questions (FAQs)
A Pulse workflow starts from a specific event in Epic Systems, such as an appointment is scheduled, and runs a single defined action in Personio each time that event fires. Exact triggers and actions are configured per workflow.
Yes. Pulse listens for the event in Epic Systems and pushes the update to Personio as soon as it happens, rather than waiting for a scheduled batch sync. Typical delivery is near-instant, depending on the source platform's webhook or event support.
Yes, though it runs as a separate one-way workflow in the other direction. Commercient can set up a second Pulse trigger so that when a document is uploaded to a profile in Personio, the update flows back into Epic Systems automatically.
Pulse workflows are event-driven, so they react as soon as Epic Systems emits the triggering event. Reaction time is typically within seconds, depending on how quickly Epic Systems delivers the event.
No. Pulse workflows are configured, not coded. Commercient sets up the trigger in Epic Systems and the matching action in Personio for you, so no in-house development work is required.
