Migrate your Epicor BisTrack data
Browser-based ERP purpose-built for lumber and building materials dealers, covering POS, inventory, CRM, purchasing, and finance in a single unified platform.
In its favor
Why people choose Epicor BisTrack
The signal that keeps Epicor BisTrack on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Purpose-built for the LBM industry—counter sales, kit assembly, special order SKU generation, and delivery dispatch are native features that generic ERPs require heavy customization to match.
All business data lives in one place—customers, inventory, orders, and financials are tightly integrated, reducing reliance on third-party tools for basic dealer workflows.
Browser-based interface allows remote access without VPN for outside sales teams, who can generate quotes, place orders, and track status from the field.
Smart View provides ad-hoc SQL query access to raw data without requiring a report developer, giving power users flexibility to extract operational data directly.
Established integration ecosystem with Epicor Commerce, EDI trading partners, and third-party logistics providers reduces switching costs for dealers already in the Epicor ecosystem.
Speed and performance lag, especially during high-volume counter-sale periods or large data-entry sessions, frustrates users who need fast transaction throughput.
The system freezes or hangs regularly, forcing users to restart the application—a friction point noted across multiple reviews for accounts payable and daily operational use.
Steep learning curve and complex navigation require significant training investment, and knowledge is concentrated in a few power users who configured the system.
Customer service quality is inconsistent—support responsiveness and resolution quality depend heavily on whether the customer is on a monthly payment plan.
Organizational instability at Epicor's executive level and uncertainty around the company's direction has made some customers hesitant to continue investing in the platform.
Reasons to switch
Why people leave Epicor BisTrack
The recurring reasons buyers give for replacing Epicor BisTrack. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Epicor BisTrack fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Epicor BisTrack pricing overview
Epicor BisTrack does not publish pricing publicly. Quotes are provided on request and vary by company size, number of users, and deployment model (on-premises perpetual vs. cloud subscription). Web Service license seats are licensed separately and are a key variable for migration scoping.
BisTrack Base (On-Premises)
Tier 1 of 3
Contact vendor (perpetual license)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Epicor BisTrack's schedule — see our quote-based pricing →
What gets migrated
Epicor BisTrack object support
Object-by-object support for Epicor BisTrack migrations. Per-pair details surface during scoping.
Customers
Fully supportedCustomer records are standard entities with address, contact, and pricing-tier fields. We map them 1:1 via API or Smart View SQL export. The Customer Number field is critical for import matching to special order SKUs.
Vendors
Fully supportedVendor records include PO terms, lead times, and EDI settings. We preserve vendor-specific pricing tiers and contact data. When a default customer is not set in BisTrack, we coordinate with the customer's admin to enable the Use Customer Number flag before order import.
Items
Fully supportedItem master records include SKU, description, bin location, pricing, and kit assembly rules. We preserve kit structures during migration. The Max Description Length setting (default 254 chars) may truncate long descriptions, which we flag in the pre-migration audit.
Sales Orders
Mapping requiredOrder headers and lines are exportable via API. Special order SKUs are generated using the DefaultSKU prefix convention (e.g., zz_SOWINDOWS_0001). We map line-level pricing and back-reference customer and vendor records to ensure order continuity.
Purchase Orders
Mapping requiredPO records can be extracted via Smart View SQL. Line items reference Vendor and Item records, so we sequence the import to load Vendors and Items before POs to maintain referential integrity.
Quotes
Mapping requiredQuotes are accessible via API and the outside sales module. We preserve quote status, expiration dates, and conversion history when migrating to a new CRM. Quoted line items reference current item pricing, which may need refresh during a long migration window.
Inventory
Mapping requiredInventory levels, bin locations, and on-hand quantities are stored per warehouse. We extract via Smart View SQL and map to destination bin/warehouse structures. Stock history is available but may require multiple queries to assemble a complete picture.
Accounts Receivable
Mapping requiredAR invoices and payment records are exportable but the lookup interface for invoice-to-payment reconciliation is reportedly cumbersome. We extract open invoices and payment history via Smart View and map them to the destination's AR structure.
Accounts Payable
Mapping requiredAP data including vendor invoices and payment records can be exported via SQL. Duplicate invoice controls are a native BisTrack feature we flag during import scoping to avoid re-triggering duplicate detection on records that are already reconciled.
Chart of Accounts
Mapping requiredGL accounts are accessible via Smart View. We map account numbers and hierarchies to the destination ERP's chart of accounts, noting that segment structures (e.g., department cost centers) may require manual mapping decisions.
Dashboards / Smart Views
Mapping requiredBisTrack's role-based dashboards and Smart View grids are configurable by end users. These are not API-exportable in structured form. We document the dashboard configuration for re-build in the destination system but do not migrate them automatically.
Custom Fields
Mapping requiredUser-defined fields (UD codes) are supported in BisTrack with per-field user-level security settings via Field Security Maintenance. We extract UDF definitions and data, applying the same access restrictions in the destination where supported.
| Object | Support | Notes |
|---|---|---|
| Customers | Fully supported | Customer records are standard entities with address, contact, and pricing-tier fields. We map them 1:1 via API or Smart View SQL export. The Customer Number field is critical for import matching to special order SKUs. |
| Vendors | Fully supported | Vendor records include PO terms, lead times, and EDI settings. We preserve vendor-specific pricing tiers and contact data. When a default customer is not set in BisTrack, we coordinate with the customer's admin to enable the Use Customer Number flag before order import. |
| Items | Fully supported | Item master records include SKU, description, bin location, pricing, and kit assembly rules. We preserve kit structures during migration. The Max Description Length setting (default 254 chars) may truncate long descriptions, which we flag in the pre-migration audit. |
| Sales Orders | Mapping required | Order headers and lines are exportable via API. Special order SKUs are generated using the DefaultSKU prefix convention (e.g., zz_SOWINDOWS_0001). We map line-level pricing and back-reference customer and vendor records to ensure order continuity. |
| Purchase Orders | Mapping required | PO records can be extracted via Smart View SQL. Line items reference Vendor and Item records, so we sequence the import to load Vendors and Items before POs to maintain referential integrity. |
| Quotes | Mapping required | Quotes are accessible via API and the outside sales module. We preserve quote status, expiration dates, and conversion history when migrating to a new CRM. Quoted line items reference current item pricing, which may need refresh during a long migration window. |
| Inventory | Mapping required | Inventory levels, bin locations, and on-hand quantities are stored per warehouse. We extract via Smart View SQL and map to destination bin/warehouse structures. Stock history is available but may require multiple queries to assemble a complete picture. |
| Accounts Receivable | Mapping required | AR invoices and payment records are exportable but the lookup interface for invoice-to-payment reconciliation is reportedly cumbersome. We extract open invoices and payment history via Smart View and map them to the destination's AR structure. |
| Accounts Payable | Mapping required | AP data including vendor invoices and payment records can be exported via SQL. Duplicate invoice controls are a native BisTrack feature we flag during import scoping to avoid re-triggering duplicate detection on records that are already reconciled. |
| Chart of Accounts | Mapping required | GL accounts are accessible via Smart View. We map account numbers and hierarchies to the destination ERP's chart of accounts, noting that segment structures (e.g., department cost centers) may require manual mapping decisions. |
| Dashboards / Smart Views | Mapping required | BisTrack's role-based dashboards and Smart View grids are configurable by end users. These are not API-exportable in structured form. We document the dashboard configuration for re-build in the destination system but do not migrate them automatically. |
| Custom Fields | Mapping required | User-defined fields (UD codes) are supported in BisTrack with per-field user-level security settings via Field Security Maintenance. We extract UDF definitions and data, applying the same access restrictions in the destination where supported. |
Gotchas
What to watch for in Epicor BisTrack migrations
Issues we've hit on past Epicor BisTrack migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Web Service License Throttling Affects API Migration Speed
FTP-Based Import Requires BisTrack-Side Setup
Special Order SKU Generation is Configurable and Must Match
Dashboard and Smart View Configurations Are Not API Exportable
Epicor Cloud Migration Requires Ascend Program Enrollment
| Severity | Issue |
|---|---|
| High | Web Service License Throttling Affects API Migration Speed |
| High | FTP-Based Import Requires BisTrack-Side Setup |
| Medium | Special Order SKU Generation is Configurable and Must Match |
| Medium | Dashboard and Smart View Configurations Are Not API Exportable |
| Low | Epicor Cloud Migration Requires Ascend Program Enrollment |
Leaving Epicor BisTrack?
Where Epicor BisTrack customers move next
6 destinations Epicor BisTrack can migrate to.
How a Epicor BisTrack migration works
Four steps, Epicor BisTrack-specific
Connect
API key / Named user credentials into Epicor BisTrack. Scopes limited to read-only on the data we move.
Map
We translate Epicor BisTrack-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Epicor BisTrack quirks before production.
Migrate
Full migration with Epicor BisTrack rate-limit handling. Rollback available throughout.
FAQ
Epicor BisTrack migration FAQ
Answers to the questions buyers ask most during Epicor BisTrack migration scoping. Not seeing yours? Book a call.
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