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Unify Dynamics AX & Epicor E9: Intelligent Integration for Enterprise Efficiency

Bridge your operational and financial ERPs with a modern iPaaS. Automate workflows, synchronize critical data, and unlock real-time insights across your entire business.

The Challenge

The Challenge: Disconnected Dynamics AX and Epicor E9 Environments

Organizations often leverage Dynamics AX for specific operational strengths (e.g., advanced warehousing, project management) and Epicor E9 for robust accounting and core ERP functionalities. Operating these systems in silos creates significant challenges, hindering efficiency and data accuracy.

  • Manual Data Entry & Duplication: Re-keying sales orders, customer details, or inventory adjustments between systems leads to errors and wasted time.
  • Delayed Business Insights: Critical financial data in Epicor E9 is disconnected from operational data in Dynamics AX, slowing down reporting and decision-making.
  • Inconsistent Master Data: Discrepancies in customer, vendor, and product information across systems cause operational bottlenecks and inaccurate analytics.
  • Fragmented Workflows: Complex business processes like order-to-cash or procure-to-pay are broken, requiring manual handoffs and reconciliations.
  • High IT Overhead: Developing and maintaining custom point-to-point integrations is costly, time-consuming, and prone to breaking with system upgrades.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent iPaaS Integration for Dynamics AX and Epicor E9

Our modern iPaaS provides the intelligent platform to seamlessly connect Dynamics AX and Epicor E9. We transform your disconnected ERPs into a unified, automated ecosystem, leveraging pre-built connectors, low-code capabilities, and AI-driven intelligence to streamline your most critical workflows.

  • Bi-directional Data Synchronization: Keep customer, vendor, product, sales order, and invoice data consistent across both systems.
  • Real-time Workflow Automation: Automate end-to-end processes like sales order fulfillment, AP invoice processing, and inventory updates.
  • Centralized Data Governance: Ensure data quality and compliance with robust validation, transformation, and auditing capabilities.
  • Scalable & Resilient Architecture: Designed for high-volume transactions and mission-critical operations, ensuring business continuity.
  • Unified Monitoring & Management: Gain complete visibility into all integration flows and data exchanges from a single dashboard.
Implementation Timeline

Go live with Dynamics AX + Epicor E9 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 Epicor E9, 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 + Epicor E9 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional Data Synchronization: Keep customer, vendor, product, sales order, and invoice data consistent across both systems.
  • Real-time Workflow Automation: Automate end-to-end processes like sales order fulfillment, AP invoice processing, and inventory updates.
  • Centralized Data Governance: Ensure data quality and compliance with robust validation, transformation, and auditing capabilities.
  • Scalable & Resilient Architecture: Designed for high-volume transactions and mission-critical operations, ensuring business continuity.
  • Unified Monitoring & Management: Gain complete visibility into all integration flows and data exchanges from a single dashboard.

Dynamics AX and Epicor E9: Deep Technical Integration

Our iPaaS provides a robust and flexible framework for integrating Dynamics AX and Epicor E9, addressing their distinct architectural nuances. We leverage AX's AIF services and custom X++ endpoints, alongside Epicor E9's Service Connect and RESTful APIs, to ensure comprehensive data exchange and workflow orchestration.

Data Flow Steps

Connectivity: Establish secure connections using pre-built connectors. For Dynamics AX, this involves configuring AIF endpoints and potentially custom web services. For Epicor E9, it uses Service Connect (for business objects) or native REST APIs.

Authentication: Implement robust authentication mechanisms. For AX, this could be Windows Integrated Authentication, X.509 certificates for AIF, or OAuth 2.0 for modern deployments. For E9, service accounts with restricted roles or API keys are typically used.

Data Extraction: Extract data from source systems. This can be event-driven (e.g., database triggers, AX business events, Epicor Service Connect notifications) or scheduled polling for batch data.

Transformation & Mapping: Data is converted from the source system's schema (e.g., AX's complex XML) to the target system's schema (e.g., Epicor's JSON/XML). Our visual mapper and AI co-pilot simplify this complex process.

Validation & Business Rules: Implement data validation rules and business logic within the iPaaS to ensure data integrity and compliance with both AX and E9's requirements.

Data Loading: Load transformed and validated data into the target system via their respective APIs. Batching is used for high-volume operations to optimize performance.

Error Handling & Monitoring: Implement comprehensive error handling with automated retries, dead-letter queues, and proactive alerts. Monitor the entire integration landscape from a unified dashboard.

Data Touchpoints

Dynamics AX: Sales Order, Customer, Product (Item), Vendor, Purchase Order, Inventory Journal, General Ledger Journal, Invoice (Sales/Free Text), Payment, Employee.
Epicor E9: Customer, Sales Order, Part / Product, Inventory, Purchase Order (PO), Invoice (AR/AP), Payment, General Ledger (GL) Entry, Vendor / Supplier, Shipment, Employee.

"Dynamics AX <--- (AIF/Custom Services, SOAP/REST) ---> [iPaaS] <--- (Service Connect/REST APIs) ---> Epicor E9"

Pricing

Simple, transparent pricing for Dynamics AX + Epicor E9.

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 for Dynamics AX and Epicor E9

Our iPaaS provides robust, AI-assisted tools for mapping and transforming the complex entities shared between Dynamics AX and Epicor E9, ensuring data integrity and consistency across your enterprise.

Sales Order

The foundation of your order-to-cash process, requiring precise synchronization of header and line item details.

Dynamics AX Fields

SalesId (PK) CustAccount ItemId QtyOrdered SalesPrice SalesStatus DeliveryDate Sales Order Lines (dimensions, prices)

Epicor E9 Fields

OrderNum (PK) OrderDate CustNum PONum OrderValue OrderQty ShipToNum TermsCode OrderStatus Order Lines (PartNum, UnitPrice, discounts)

Mapping Notes

Maps AX `SalesId` to E9 `OrderNum` (or external ID). Requires careful mapping of `CustAccount` to `CustNum` and `ItemId` to `PartNum`. Line items, pricing, tax details, and order status updates are critical. AX's `InventDimId` needs to be considered for inventory allocation.

Next Steps

See Dynamics AX + Epicor E9 integration in action.

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

Real-World Applications

Integration Use Cases

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

E-commerce Order-to-Cash Automation

Automate the entire order lifecycle: from an e-commerce platform, orders flow into Epicor E9 for financial processing and inventory allocation, and then update Dynamics AX for fulfillment and operational visibility. This ensures real-time inventory synchronization and accelerates revenue recognition.

Integration Steps:

  1. 0 Customer places order on e-commerce site.
  2. 1 iPaaS captures order via webhook, validates data, and creates Sales Order in Epicor E9 via `/api/v1/SalesOrder`.
  3. 2 Epicor E9 allocates inventory (`PartTran`) and initiates fulfillment workflow.
  4. 3 Inventory adjustments from Epicor E9 are pushed to Dynamics AX via `/AIF/InventItemService/update` to maintain accurate stock levels.
  5. 4 Shipment confirmations from Epicor E9 trigger invoice generation in E9 and update Sales Order status in Dynamics AX via `/AIF/SalesOrderService/updateStatus`.

Business Outcome

Reduced order processing time from hours to minutes, real-time inventory accuracy, faster invoicing, improved customer satisfaction with accurate order tracking.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Drive Operational Efficiency
Automate manual data entry and reconciliation tasks between Dynamics AX and Epicor E9, freeing up your team to focus on strategic initiatives.
Ensure Data Accuracy & Consistency
Achieve a single source of truth for all critical business data – customers, products, sales orders, and financials – by eliminating data silos and discrepancies.
Accelerate Financial Close & Reporting
Streamline invoice processing, GL journal entries, and financial data aggregation, enabling faster and more accurate financial reporting and analysis.
Enhance Real-time Visibility
Gain immediate insights into sales, inventory, and order statuses across both ERPs, enabling proactive decision-making and improved customer service.
Reduce IT Costs & Complexity
Leverage a low-code iPaaS to build and maintain integrations without extensive custom coding, drastically lowering development and maintenance expenses.
Improve Business Agility
Rapidly adapt to changing business requirements, introduce new products, or expand into new markets with flexible and scalable integration workflows.
Fortify Security & Compliance
Implement robust security measures, data encryption, and audit trails to protect sensitive ERP data and ensure adherence to regulatory standards.

Drive Operational Efficiency

70% Reduction in Manual Data Entry

📋 What You Get

Automate manual data entry and reconciliation tasks between Dynamics AX and Epicor E9, freeing up your team to focus on strategic initiatives.

💼 Business Impact

This benefit directly contributes to 70% improvement in Reduction in Manual Data Entry, 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 Create Sales Orders
POST /AIF/CustomerService/find Retrieve Customer Data
POST /AIF/GeneralLedgerJournalService/create Post GL Journals
POST /AIF/InventItemService/update Update Product/Inventory

Transformation Logic

  • Data Type Conversion: Automatically convert data types (e.g., string to numeric, date formats).
  • Conditional Mapping: Apply different mappings or values based on source data conditions (e.g., map AX `CustGroup` to E9 `TermsCode`).
  • Data Enrichment: Augment data with additional information from external sources or lookup tables.
  • Aggregation/De-aggregation: Combine multiple source records into one target record or split a single source record.
  • Value Translation: Translate system-specific codes (e.g., AX `InventDimId` to E9 `WareHouseCode`/`BinNum`).

🛡️ Error Handling

  • API authentication failures.
  • Schema validation errors (data not conforming to target system's structure).
  • Business logic errors (e.g., trying to post to a closed accounting period).
  • Network timeouts or connection drops.
  • Target system unavailability or performance degradation.
  • Data conflicts during bi-directional synchronization.
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 Epicor E9?
Common challenges include the differing data models and API structures (AX's AIF/SOAP vs. Epicor's Service Connect/REST), managing custom X++ code, ensuring data consistency across disparate systems, handling high transaction volumes, and overcoming the complexities of older ERP integration methods. Our iPaaS addresses these by abstracting complexity with pre-built connectors and visual tools.

iPaaS Benefits FAQs

How does an iPaaS improve Dynamics AX and Epicor E9 integration compared to traditional methods?
An iPaaS offers visual, low-code/no-code development, pre-built connectors for both AX and E9, robust data mapping and transformation, centralized monitoring, and support for API-first and event-driven patterns. This significantly reduces development time, maintenance costs, and improves the scalability and reliability of your AX-E9 integrations, unlike custom point-to-point solutions.

Technical Capabilities FAQs

Is real-time integration possible with Dynamics AX and Epicor E9?
Yes, absolutely. While native AX and E9 capabilities might lean towards batch processing for some functions, a modern iPaaS can leverage AIF services, custom web services, database triggers, and Epicor's Service Connect or API webhooks to capture and push data in near real-time. By adopting an event-driven architecture, both ERPs can participate in instant data flows for critical entities like sales orders and inventory.

AI Features FAQs

What role does AI play in Dynamics AX and Epicor E9 integrations?
AI significantly augments AX-E9 integrations by providing intelligent automation. This includes AI-driven data validation, anomaly detection in financial transactions or inventory, smart routing of exceptions, automated mapping suggestions, and predictive insights. This reduces manual effort, improves data quality, and enhances operational resilience across both ERPs.

Low-Code FAQs

How do low-code/no-code workflows benefit Dynamics AX and Epicor E9 users?
Low-code/no-code workflows empower business users and analysts to build and modify integrations with Dynamics AX and Epicor E9 using visual interfaces, rather than relying solely on developers. This accelerates project delivery, reduces IT backlog, and allows business teams to quickly adapt workflows to changing needs, making your ERP landscape more agile.

Security & Compliance FAQs

What security considerations are crucial for Dynamics AX and Epicor E9 integrations?
Key security considerations include robust authentication and authorization for all integration endpoints (e.g., service accounts, OAuth 2.0), data encryption in transit (TLS/SSL) and at rest, secure storage of credentials, IP whitelisting, and strict adherence to data privacy regulations (e.g., GDPR, PCI DSS). Comprehensive auditing of all integration activities is also essential for both ERPs.

Data Management FAQs

How can I ensure data consistency between Dynamics AX and Epicor E9?
An iPaaS with strong data mapping, transformation, and validation capabilities is key. Implement a canonical data model, define clear business rules for data synchronization, and use conflict resolution strategies (e.g., master system priority, last write wins). AI can also assist in identifying and resolving data discrepancies proactively before they impact either ERP.

Ecosystem Integration FAQs

Can I integrate Dynamics AX and Epicor E9 with other systems like CRM or eCommerce?
Yes, absolutely. Once AX and E9 are connected via an iPaaS, it becomes a central hub. You can then easily extend your integration landscape to include CRM (e.g., Salesforce, Microsoft Dynamics 365 CRM), eCommerce platforms (e.g., Shopify, Magento), WMS, payment gateways, and other cloud applications, creating a truly connected enterprise.
Pricing

Simple, transparent pricing for Dynamics AX + Epicor E9.

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 + Epicor E9 integration in action.

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