Magic Software
Epicor Insights 2026 · Follow-Up

Good to meet you at Insights. Here's the rest of the story.

You got the short version at the booth. This page is the longer one — who Magic is, what we actually do for Epicor customers, and what the follow-up call looks like. When you're ready, grab a time at the bottom.

A few of the manufacturers and distributors who trust Magic

MacLean-Fogg
Ajinomoto
Coca-Cola
Christie
Kinetico
Michelman
Bishop-Wisecarver
Morton Industries
AG Jeans
MacLean-Fogg
Ajinomoto
Coca-Cola
Christie
Kinetico
Michelman
Bishop-Wisecarver
Morton Industries
AG Jeans
Who We Are

Not a startup. A top-10 global IT services firm with an Epicor-savvy team.

Magic Software has been doing enterprise integration for four decades. In 2025, Matrix USA completed its merger with Magic Software Enterprises, creating one of the top 10 publicly listed IT services firms in the U.S. and Europe — 15,000+ professionals across 20+ offices, 6,000+ customers in 50+ countries.

For you, that means the team you met at the booth is a specialized Epicor integration practice backed by the stability, resources, and global delivery capacity of a public enterprise tech company. You're not betting on a boutique.

40+

Years in Enterprise Integration

15,000+

Professionals (Matrix + Magic)

6,000+

Customers Worldwide

50+

Countries Served

Matrix + Magic Americas
What We Do for Epicor Customers

Four things that typically come up right after “we run Epicor.”

Most Epicor customers don't have an Epicor problem — they have a connectivity, modernization, data, or visibility problem that Epicor alone won't solve. Here's what we bring.

Connect Epicor to everything else

Our Magic xpi integration platform ships with 100+ pre-built adapters — Salesforce, Shopify, Magento, HubSpot, SharePoint, Active Directory, EDI trading partners, WMS, PLM, shop-floor systems. If it has an API, a database, a file, or a flat message, we connect it to Epicor Kinetic or Epicor ERP 10.

  • Epicor REST services, BAQs, Service Connect, DMT
  • Real-time and batch, on-prem and cloud
  • Code-free flows plus full extensibility when you need it
Explore Magic xpi

Modernize Epicor screens without a rewrite

SmartUX turns legacy Epicor workflows — and any green screen still hanging around your plants — into modern, mobile-friendly web apps that sit on top of your existing business logic. No rip-and-replace, no multi-year modernization project.

  • Show us a screenshot, we'll show you a modern web app
  • Role-based portals for floor, ops, and leadership
  • Built on top of your stable Epicor layer — no data risk
See SmartUX

Make Epicor data usable by AI

The Magic MCP gives AI agents secure, governed, real-time access to Epicor data. Stop feeding LLMs stale CSV exports. Start asking plain-English questions about open orders, inventory, and shop-floor performance — and getting governed answers.

  • Secure, role-aware AI access to Epicor data
  • Works with the AI tools your team already uses
  • From AI experiments to AI-in-operations
Explore the Magic MCP

See the shop floor in real time

FactoryEye unifies plant-floor and enterprise data so operators, supervisors, and leaders act on the same picture. Trusted context from Epicor plus MES, quality, maintenance, and historian data — in one place.

  • OEE, cycle time, downtime, and quality in real time
  • Plant-to-plant rollouts in structured sprints
  • One global manufacturer went from a failed pilot to 18 plants live in 18 weeks
See FactoryEye
Proof in Production

Customers you'll recognize. Problems you've had.

These aren't slideware. On the follow-up call, ask us to put you on the phone with one of them. We do that regularly.

Customer Success Story

Shields-Harper & Co. Unifying ERP and CRM to give the sales team a single source of truth.

Phase 1 Scope · 5 entity flows — Customer, Quote, Order, Invoice, Payment

Customer

Shields-Harper & Co.

Partner

Technology Coast Partners (TCP)

Systems

Epicor Prophet 21 ↔ SugarCRM

Solution

Magic xpi Integration Platform

The Challenge

Shields-Harper's sales organization was running blind between two systems that didn't talk to each other. Customer accounts, quotes, orders, invoices, and payments lived in Epicor P21 — while the sales team's daily workflow lived in SugarCRM. The result: reps were forced into the ERP to manage customer and transaction data, creating duplicate work, inconsistent records, and no single source of truth for the people closest to revenue.

On top of the data silo, the team was managing a sprawling integration footprint — direct SQL calls to P21, a partial Make.com workflow, Medius for AP automation, and a recent migration off AS400 — with no clear standards and too many hands in the mix. Sales productivity, data quality, and process consistency were all paying the price.

Specifically, Shields-Harper needed to:

  • Get the sales team out of P21 and fully into SugarCRM
  • Eliminate manual data entry across customer, quote, order, invoice, and payment records
  • Establish a single source of truth for customer and transaction data
  • Standardize integration practices and reduce dependency on ad-hoc direct SQL calls
  • Build a foundation that could scale to additional integration points (WooCommerce, Medius, QuickBooks → Paycom)

The Solution

Magic Software Americas, working through partner Technology Coast Partners, deployed Magic xpi as the integration layer connecting Epicor P21 to SugarCRM. Rather than stitching together point-to-point scripts or layering another SaaS connector on top of a fragile setup, the team consolidated the critical sales-side data flows into a single, governed integration platform — with standardized error handling, automated notifications, and a clear path to production.

Five P21 → SugarCRM flows automated in Phase 1:

Customer Accounts

P21 Customer records sync to SugarCRM Accounts

Quotes & Opportunities

P21 Quotes create SugarCRM Opportunities

Orders

P21 Orders update Opportunity stage in SugarCRM

Invoices

P21 Invoices progress Opportunity stage to Post-Opportunity

Payments

Downpayments, remittances, deposits, and cash receipts flow to SugarCRM

The xpi platform leverages application-specific connectors plus generic web service and database connectors to handle both systems' APIs, with near real-time synchronization, built-in error handling, and automated email alerts on failure — replacing tribal knowledge with a documented, repeatable integration pattern.

The Results

5

Entity Flows Automated

1

Source of Truth for Sales

0

Manual ERP Touches for Reps

What changed for Shields-Harper:

  • Sales team operates entirely within SugarCRM — no more ERP context-switching to manage transaction data
  • Single, governed integration layer replaced ad-hoc SQL calls and gaps in Make.com workflows
  • Standardized error handling, automated notifications, and structured deployment process from dev → UAT → production
  • Foundation in place to extend integration to additional endpoints — WooCommerce, P21 PO integration, and QuickBooks → Paycom on the Phase 2 roadmap
  • In-house team being upskilled on xpi through hybrid training and mentorship — building long-term integration capability, not just a one-off deliverable

Why Magic xpi

Shields-Harper had evaluated multiple integration approaches — including Make.com and direct SQL — but neither offered the governance, error handling, or extensibility required to support a growing portfolio of systems. Magic xpi delivered a single platform that handles the complexity of bi-directional ERP/CRM integration, scales to additional endpoints, and gives the internal team the tooling and training to own the platform going forward.

What's Next — Phase 2

With Phase 1 in production, Shields-Harper and TCP are expanding the engagement to deepen in-house capability and broaden the integration footprint:

  • Guided xpi training and mentorship program for the internal integration team
  • Quote integration enhancement and P21 PO endpoint development
  • Hardened exception handling, alerting, and ticketing system integration
  • Additional integration points: WooCommerce, Medius AP automation, QuickBooks → Paycom
What the Follow-Up Call Looks Like

No pitch deck. No SDR hand-off. Just the conversation you wanted to finish at the booth.

01

30 minutes, no slides

A working session with someone who's actually done Epicor integrations — not an SDR working off a script. Bring one real problem.

02

Scope the integration live

We'll walk through the systems involved, the data flow, the gotchas we already know about, and what a realistic first phase looks like.

03

A follow-up architecture review

Insights attendees get a complimentary written architecture review — what we'd build, in what order, with rough effort. Yours to keep, no commitment.

Insights 2026 Follow-Up

Let's pick up where the booth left off.

Tell us what state you work in and we'll route you straight to the calendar of the Magic lead who covers your region. Pick a time that works. No form chains, no SDR queue.

  • Instantly routed to the right person on our team
  • Complimentary architecture review for Insights attendees
  • Zero pressure — plenty of customers take multiple calls before deciding

Epicor Insights 2026

Book your follow-up call

Pick your state and we'll hand you straight to the right calendar — no waiting, no form chains.

We'll route you to the right person on our team.

Opens Calendly in a new tab. 30-minute meeting, no commitment.

Prefer email? info@magicsoftware.com — mention Insights 2026 and we'll route it to the right team.