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Connect™

Unify Dynamics AX & Acumatica: Intelligent ERP Integration

Bridge your legacy Dynamics AX and modern Acumatica ERPs for real-time data synchronization, automated workflows, and a single source of truth across your enterprise.

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The Challenge

The Challenge of Disconnected ERPs: Dynamics AX & Acumatica Silos

Running Dynamics AX and Acumatica in isolation creates significant operational inefficiencies, data discrepancies, and a fragmented view of your business. Without a robust integration, critical information remains locked in silos, hindering decision-making and slowing down vital business processes.

  • Manual data entry leads to errors and delays.
  • Inconsistent customer and vendor data across systems.
  • Lack of real-time inventory visibility causes oversells and stockouts.
  • Complex financial consolidation and reporting.
  • Fragmented sales order processing and fulfillment.
  • High operational costs due to redundant tasks and reconciliation.
Integration Diagram
Solution Illustration
The Solution

Our iPaaS: The Intelligent Bridge Between Dynamics AX & Acumatica

Our Integration Platform as a Service (iPaaS) provides a powerful, low-code solution to seamlessly connect Dynamics AX and Acumatica. It automates critical business workflows, harmonizes data, and provides real-time visibility, transforming your disconnected ERPs into a unified, intelligent operational ecosystem.

  • Pre-built, optimized connectors for Dynamics AX (AIF) and Acumatica (REST/OData).
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • AI-powered data mapping and transformation engine.
  • Real-time, event-driven architecture with Acumatica Business Events.
  • Robust error handling, retry mechanisms, and dead-letter queues.
Implementation Timeline

Go live with Dynamics AX + Acumatica in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics AX and Acumatica, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics AX + Acumatica deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Pre-built, optimized connectors for Dynamics AX (AIF) and Acumatica (REST/OData).
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • AI-powered data mapping and transformation engine.
  • Real-time, event-driven architecture with Acumatica Business Events.
  • Robust error handling, retry mechanisms, and dead-letter queues.
  • Centralized monitoring, logging, and analytics dashboards.
  • Enterprise-grade security and compliance for sensitive data.

Deep Dive into Dynamics AX & Acumatica Integration

Our iPaaS provides a robust, flexible, and secure framework for connecting Dynamics AX and Acumatica. It abstracts the complexities of each system's APIs, enabling seamless data flow and workflow automation.

Data Flow Steps

System Connection: Securely establish connections to Dynamics AX (via AIF services, custom web services, or direct database access where appropriate) and Acumatica (via OAuth 2.0 Contract-Based APIs and OData endpoints).

Workflow Design: Use a visual, low-code interface to design end-to-end integration workflows, defining triggers, data transformation steps, conditional logic, and error handling paths.

Data Mapping & Transformation: Employ a graphical data mapper to define intricate field-level mappings between Dynamics AX's complex data model (e.g., `InventDimId`, `LedgerDimension`) and Acumatica's more streamlined entities. Leverage AI for mapping suggestions and complex data transformations.

Event-Driven Triggers: Configure Acumatica Business Events to trigger workflows in real-time. For Dynamics AX, implement mechanisms (e.g., database triggers, change data capture, or scheduled polling of AIF services) to detect and publish changes.

Data Validation: Implement pre-posting validation rules within the iPaaS to ensure data integrity and compliance with target system requirements before data is committed to Dynamics AX or Acumatica.

Error Handling & Monitoring: Deploy comprehensive error handling strategies, including automatic retries, dead-letter queues, and real-time alerts. Monitor all integration activities through a centralized dashboard.

Data Touchpoints

Sales Order: Acumatica (creation, status) <-> Dynamics AX (fulfillment, invoicing)
Customer: Acumatica (master, contacts) <-> Dynamics AX (master, billing)
Inventory Item: Acumatica (catalog, stock) <-> Dynamics AX (master, warehouse, stock levels)
Vendor: Acumatica (master, contacts) <-> Dynamics AX (master, procurement)
General Ledger Journal: Acumatica (batch posting) --> Dynamics AX (consolidation)
Invoice: Acumatica (AR) <-> Dynamics AX (AP/AR)

"Conceptual diagram showing: [Acumatica (Source System)] --(Acumatica Business Events/REST API)--> [iPaaS (Integration Platform)] --(Data Mapping/Transformation/AI)--> [Dynamics AX (Target System)] --(AX AIF/Custom Services)--> [iPaaS]. Bidirectional arrows indicate two-way synchronization for master data. Key entities like Sales Orders, Customers, Inventory Items, and GL Journals flow through the iPaaS."

Pricing

Simple, transparent pricing for Dynamics AX + Acumatica.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Dynamics AX

Integrating Dynamics AX fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Mapping

Our iPaaS provides sophisticated tools to map and transform complex data structures between Dynamics AX and Acumatica. We focus on ensuring data integrity and consistency for your most critical business entities.

Sales Order

Manages customer purchase requests, flowing from Acumatica (OrderType, OrderNbr, CustomerID) to Dynamics AX (SalesId, CustAccount, ItemId) for fulfillment. Line items, quantities, and pricing are critical.

Dynamics AX Fields

SalesId CustAccount ItemId QtyOrdered SalesPrice SalesStatus DeliveryDate InventDimId (Site, Warehouse, Location, Batch, Serial) SalesOrderLines (ItemId, Qty, Price, Unit)

Acumatica Fields

OrderType OrderNbr CustomerID OrderDate Status Hold CuryID CuryOrderTotal Details (Line Items: InventoryID, OrderQty, UnitPrice, UOM) ExternalRefNbr (for AX SalesId)

Mapping Notes

Acumatica's `OrderNbr` is often mapped to a custom field in AX or used as the `ExternalRefNbr` for traceability. `CustomerID` must be cross-referenced with AX `CustAccount`. AX's complex `InventDimId` requires careful mapping from Acumatica's simpler warehouse/location structure, potentially using default dimensions or lookup tables. Line item details (Item, Quantity, Price, Unit) must be precisely mapped.

Next Steps

See Dynamics AX + Acumatica integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

eCommerce Order to AX Fulfillment via Acumatica

Automate the complete sales order journey: new orders from your eCommerce platform create Sales Orders in Acumatica, which are then seamlessly pushed to Dynamics AX for inventory allocation and fulfillment. Shipment updates from AX flow back to Acumatica for invoicing and customer notification.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 iPaaS creates Acumatica Sales Order (SO301000) and Customer (AR303000) if new.
  3. 2 Acumatica Sales Order triggers iPaaS to create Dynamics AX Sales Order (header & lines).
  4. 3 Dynamics AX processes order, allocates inventory (InventDimId), and manages fulfillment.
  5. 4 AX shipment confirmation triggers iPaaS to create Acumatica Shipment (SO302000) and Invoice (AR301000).
  6. 5 Acumatica posts invoice, updates AR, and optionally triggers payment processing.

Business Outcome

Real-time inventory accuracy, accelerated order fulfillment, reduced manual data entry, faster revenue recognition, improved customer experience.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Streamlined Operations
Automate manual data entry and reconciliation tasks between Dynamics AX and Acumatica, freeing up your teams to focus on strategic initiatives.
Real-time Data Sync
Ensure immediate, accurate synchronization of critical data like sales orders, inventory levels, customers, and financials across both ERPs.
Unified Financial Reporting
Consolidate General Ledger journals and financial data from Acumatica into Dynamics AX for enterprise-wide, accurate, and timely reporting.
Enhanced Inventory Management
Achieve real-time inventory visibility and prevent oversells by synchronizing stock levels between Dynamics AX and Acumatica.
Faster Order-to-Cash Cycle
Accelerate sales order processing from Acumatica to Dynamics AX fulfillment, reducing lead times and improving customer satisfaction.
Improved Data Quality
Leverage AI-driven validation and robust mapping to eliminate data errors, ensuring reliable information for decision-making.
Agile & Scalable Integration
Adapt quickly to changing business needs with a low-code platform that scales with your business growth and handles high transaction volumes.
✨

Streamlined Operations

25% Reduction in operational costs

📋 What You Get

Automate manual data entry and reconciliation tasks between Dynamics AX and Acumatica, freeing up your teams to focus on strategic initiatives.

💼 Business Impact

This benefit directly contributes to 25% improvement in Reduction in operational costs, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /AIF/SalesOrderService/create Creates new sales orders in AX. Payload is an XML document conforming to the AIF Sales Order schema.
POST /AIF/CustomerService/update Updates existing customer records or creates new ones. XML payload.
POST /AIF/InventItemService/update Updates product/item master data and inventory details. XML payload.
POST /AIF/GeneralLedgerJournalService/create Creates and posts General Ledger Journals. XML payload.

⚡ Transformation Logic

  • Conditional Field Mapping: Map fields differently based on specific conditions (e.g., if Acumatica Customer Type is 'Reseller', set AX Customer Group to 'Wholesale').
  • Lookup Tables: Translate IDs and codes (e.g., payment terms, currency codes, UOM) between systems using internal lookup tables.
  • Data Aggregation/Splitting: Combine multiple Acumatica fields into a single AX field, or split a single AX field into multiple Acumatica fields.
  • Date/Time Formatting: Standardize date and time formats to ensure compatibility.
  • Calculated Fields: Create new fields in the target system based on calculations from source system data (e.g., calculate total order value in AX from Acumatica line items).
  • Default Value Assignment: Assign default values for missing fields in the target system.

🛡️ Error Handling

  • Referential Integrity Violation: Attempting to create a Sales Order in AX with a non-existent Customer ID.
  • Data Type Mismatch: Sending a string value to a numeric field in either system.
  • Mandatory Field Missing: Acumatica requiring a field that wasn't provided by AX (or vice-versa).
  • Business Logic Conflict: Attempting to process an order in AX that has been cancelled in Acumatica.
  • Concurrency Issue: Two systems attempting to update the same record simultaneously, leading to data loss without proper conflict resolution.
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What are the common challenges when integrating Dynamics AX and Acumatica?
The primary challenges include reconciling Dynamics AX's complex, often on-premise data model and AIF services with Acumatica's modern cloud-native REST APIs. This involves managing data model discrepancies, ensuring real-time performance, handling intricate data transformations (e.g., AX's `InventDimId` and `LedgerDimension`), maintaining data consistency, and implementing robust error handling across disparate systems. Our iPaaS is designed to abstract and overcome these complexities.

iPaaS Benefits FAQs

▸ How does an iPaaS improve Dynamics AX and Acumatica integration compared to traditional methods?
A modern iPaaS significantly outperforms traditional point-to-point coding or manual processes. It offers visual, low-code/no-code development, pre-built connectors for both ERPs, robust data mapping and transformation engines, centralized monitoring, and native support for API-first and event-driven patterns. This drastically reduces development time and costs, improves the scalability and reliability of integrations, and empowers business users to manage workflows.

Real-time Sync FAQs

▸ Is real-time data synchronization possible between Dynamics AX and Acumatica?
Absolutely. Our iPaaS enables real-time synchronization. For Acumatica, we leverage its native Business Events and webhooks to instantly capture changes (e.g., new sales orders, inventory updates). For Dynamics AX, while it lacks native webhooks, the iPaaS can monitor database triggers, utilize custom AIF services, or implement efficient polling mechanisms to achieve near real-time data capture and push, ensuring critical data flows instantly.

AI Enhancement FAQs

▸ What role does AI play in enhancing Dynamics AX and Acumatica integrations?
AI serves as an intelligent co-pilot, augmenting integrations significantly. This includes AI-driven data validation to detect anomalies and errors before they impact your ERPs, automated mapping suggestions for complex or custom fields, intelligent routing of exceptions for faster resolution, and predictive insights into integration performance. AI reduces manual effort, improves data quality, and boosts overall operational resilience.

Data Management FAQs

▸ How do you ensure data consistency between Dynamics AX and Acumatica?
Ensuring data consistency is paramount. Our iPaaS employs a multi-faceted approach: establishing a canonical data model to harmonize disparate schemas, implementing robust data mapping and transformation rules, defining clear business rules for synchronization directionality, and applying sophisticated conflict resolution strategies for bidirectional flows. AI-driven validation and proactive monitoring also play a crucial role in identifying and resolving discrepancies.

Security & Compliance FAQs

▸ What security considerations are crucial for Dynamics AX and Acumatica integrations?
Security is a top priority. Key considerations include robust authentication (OAuth 2.0 for Acumatica, secure service accounts/certificates for AX), fine-grained authorization (least privilege), end-to-end data encryption in transit (TLS 1.2+) and at rest, secure credential management (vaults), IP whitelisting, and strict adherence to data privacy regulations like GDPR and SOX. Comprehensive audit trails are maintained for all integration activities.

Customization FAQs

▸ Can I integrate custom fields and business logic between Dynamics AX and Acumatica?
Absolutely. Our iPaaS offers extensive customization capabilities. You can easily map and synchronize custom fields from both Dynamics AX and Acumatica using our visual, drag-and-drop mapper. Furthermore, you can embed complex business logic, conditional branching, and custom transformations directly into your integration workflows using our low-code/no-code tools, extending the functionality of both ERPs without custom coding.

Error Handling FAQs

▸ How do you handle errors and ensure data integrity during integration?
We implement a comprehensive, multi-tiered error handling strategy. This includes detailed logging of all transactions, automatic retries with exponential backoff for transient issues, dead-letter queues (DLQs) for persistent failures, and proactive alerts to relevant support teams. AI-driven anomaly detection helps identify patterns in errors, suggesting root causes or even auto-resolving common issues, thereby ensuring data integrity and minimizing business disruption.
Pricing

Simple, transparent pricing for Dynamics AX + Acumatica.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Dynamics AX + Acumatica integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo