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Connect™

Unify Your Enterprise: Seamless Dynamics AX & Epicor Kinetic Integration

Empower real-time data flow, automate critical business processes, and achieve a 360-degree view of your operations with an intelligent iPaaS.

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The Challenge

The Disconnect: Why Fragmented ERP Data Slows Your Business

Operating with Dynamics AX and Epicor Kinetic in silos creates data inconsistencies, manual bottlenecks, and delayed decision-making. This fragmentation hinders operational efficiency, leads to errors, and prevents a unified view of your enterprise, ultimately impacting your bottom line and competitive edge.

  • Manual data entry and re-keying between systems.
  • Delayed order processing due to lack of real-time inventory or customer data.
  • Inaccurate or outdated inventory levels leading to oversells or stockouts.
  • Disjointed financial reporting and reconciliation challenges.
  • Lack of real-time visibility into cross-functional processes.
  • Customer and vendor master data inconsistencies across ERPs.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for Dynamics AX & Epicor Kinetic

Our iPaaS solution bridges the gap between Dynamics AX and Epicor Kinetic, creating a unified, automated ecosystem. Leveraging low-code development and AI-driven insights, it orchestrates complex workflows, ensuring data consistency, real-time visibility, and operational excellence across your enterprise.

  • Pre-built, optimized connectors for Dynamics AX (AIF/custom services) and Epicor Kinetic (RESTful APIs).
  • Intuitive visual workflow designer for drag-and-drop integration creation.
  • AI-powered data mapping and transformation engine for disparate schemas.
  • Real-time, event-driven data synchronization capabilities.
  • Centralized monitoring and alerting dashboards for integration health.
Implementation Timeline

Go live with Dynamics AX + Epicor Kinetic 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 Kinetic, 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 Kinetic 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/custom services) and Epicor Kinetic (RESTful APIs).
  • Intuitive visual workflow designer for drag-and-drop integration creation.
  • AI-powered data mapping and transformation engine for disparate schemas.
  • Real-time, event-driven data synchronization capabilities.
  • Centralized monitoring and alerting dashboards for integration health.
  • Robust error handling with automated retries and dead-letter queues.

Technical Integration Details: Dynamics AX & Epicor Kinetic

Our iPaaS solution provides a robust, secure, and scalable framework for connecting Microsoft Dynamics AX and Epicor Kinetic. Leveraging their respective API capabilities and integration methods, we facilitate seamless data exchange and intelligent workflow orchestration, abstracting complexity for rapid deployment.

Data Flow Steps

Connect & Authenticate: Establish secure, authenticated connections to Dynamics AX (via AIF/custom services or database triggers with service accounts) and Epicor Kinetic (via RESTful APIs using OAuth 2.0).

Design Workflows: Visually design integration workflows using a low-code canvas, defining triggers (e.g., a new event in Kinetic), actions (e.g., an update in AX), and precise data flow paths.

Map & Transform Data: Utilize AI-assisted mapping tools to reconcile disparate data models, applying necessary transformations, data standardization, and complex business logic.

Validate & Harmonize: Implement comprehensive data validation rules and AI anomaly detection to ensure data integrity and prevent errors before posting to either ERP system.

Orchestrate Processes: Define the sequence of operations, including conditional logic, error handling, and intelligent retry mechanisms to ensure end-to-end process reliability.

Deploy & Govern: Promote validated integrations from development to QA and production environments with robust version control and monitor integration health from a centralized dashboard.

Data Touchpoints

Sales Order (AX, Kinetic)
Customer (AX, Kinetic)
Product (Item in AX, Part in Kinetic)
Vendor (AX, Kinetic)
Purchase Order (AX, Kinetic)
Inventory Journal (AX) / PartWhse (Kinetic for OnHandQty)
General Ledger Journal (AX) / GL Journal Entry (Kinetic)
Invoice (Sales/Free Text in AX, AR Invoice/AP Invoice in Kinetic)
Payment (AX) / Cash Receipts (Kinetic)
Employee (AX) / Worker (Kinetic)
Ship Head (Kinetic) / Inventory Transactions (AX)

"Dynamics AX <--- (AIF Services/Custom Endpoints) ---> iPaaS (Connectors, Transformation, Orchestration, Monitoring, AI) <--- (RESTful APIs/OData, Events) ---> Epicor Kinetic. The iPaaS acts as the central hub, handling authentication, data mapping, transformations, validation, and error handling for all data flowing between the two ERP systems."

Pricing

Simple, transparent pricing for Dynamics AX + Epicor Kinetic.

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 & Data Mapping for Seamless Integration

Bridging the complex data models of Dynamics AX and Epicor Kinetic requires precise mapping and transformation. Our iPaaS facilitates this with visual tools and AI assistance, ensuring data integrity, consistency, and adherence to business rules across both ERPs.

Customer

Synchronize customer master data for a unified view across sales, service, and finance, ensuring consistent customer records in both ERPs.

Dynamics AX Fields

CustAccount (PK) Name PartyId Currency PaymentTerms CreditLimit CustGroup Address (composite)

Epicor Kinetic Fields

CustNum (PK) CustID (Unique ID) Name Address (composite) ContactName PhoneNum EmailAddress CreditLimit CustomerGroup

Mapping Notes

Map Kinetic's `CustID` to Dynamics AX's `CustAccount` as the primary cross-reference. Harmonize address structures and contact details. `PartyId` in AX might be mapped to a custom field in Kinetic or handled through specific logic if the 'Party' concept differs. Ensure consistent `CreditLimit` definitions.

Next Steps

See Dynamics AX + Epicor Kinetic 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.

E-commerce Order-to-Fulfillment & Invoicing

Automate the entire sales order lifecycle, from an eCommerce platform capturing orders, through Epicor Kinetic for initial processing, to Dynamics AX for inventory allocation and fulfillment, and finally syncing invoice data or fulfillment status back to Epicor Kinetic for AR and customer communication.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Order created as 'Sales Order' in Epicor Kinetic via API.
  3. 2 iPaaS maps and syncs Kinetic 'Sales Order' details (e.g., Part, Qty, Customer) to create 'Sales Order' in Dynamics AX.
  4. 3 Dynamics AX processes order, allocates inventory, and manages fulfillment.
  5. 4 Inventory levels and shipping details (e.g., 'PackNum' from Kinetic 'Ship Head' or AX 'Inventory Journal' movements) are updated across both ERPs and eCommerce.
  6. 5 Invoice generated in Epicor Kinetic ('AR Invoice') and potentially summarized or detailed invoice data synced to Dynamics AX ('Invoice' or 'General Ledger Journal').

Business Outcome

Expedited order processing, accurate real-time inventory, improved customer satisfaction, and streamlined revenue recognition.

Frequency

Real-time/Event-driven

Business Value

Key Integration Benefits

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

Real-time Operational Visibility
Gain instant insights into sales, inventory, and finance across Dynamics AX and Epicor Kinetic, enabling faster, more informed decision-making.
Automated Order-to-Cash Cycle
Streamline sales order processing from creation in one ERP to fulfillment and invoicing in the other, reducing manual touchpoints and accelerating revenue.
Accurate & Synchronized Master Data
Ensure consistent customer, vendor, and product information across both systems, eliminating discrepancies and improving data quality.
Accelerated Financial Closures
Automate GL journal entries and invoice processing between systems, reducing manual effort and errors for faster, more reliable financial reporting.
Reduced Manual Effort & Cost
Eliminate redundant data entry, reconciliation tasks, and custom coding, freeing up valuable resources for strategic initiatives.
Enhanced Data Quality & Compliance
Leverage AI for data validation, anomaly detection, and robust error handling to maintain data integrity and meet regulatory standards effortlessly.
Faster Time-to-Market for Initiatives
Empower business users with low-code tools to rapidly build and adapt integration workflows, accelerating project delivery and innovation.
✨

Real-time Operational Visibility

360-degree view of operations

📋 What You Get

Gain instant insights into sales, inventory, and finance across Dynamics AX and Epicor Kinetic, enabling faster, more informed decision-making.

💼 Business Impact

This benefit directly contributes to 360-degree view improvement in of operations, 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 Creating new sales orders in Dynamics AX from external systems (e.g., from Epicor Kinetic).
POST /AIF/SalesOrderService/read Retrieving sales order details from Dynamics AX via AIF service.
POST /AIF/CustomerService/find Searching for customer records in Dynamics AX for synchronization or validation.
POST /AIF/InventItemService/update Updating product/item master data or inventory details in Dynamics AX.
POST /AIF/VendInvoiceService/create Posting vendor invoices into Dynamics AX for accounts payable processing.
POST /AIF/GeneralLedgerJournalService/create Creating and posting general ledger journals from external financial systems (e.g., from Epicor Kinetic).

⚡ Transformation Logic

  • Unit of Measure Conversion: Automatically convert quantities between different units (e.g., 'EA' in Kinetic to 'Pcs' in AX).
  • Currency Conversion: Apply real-time or batch currency exchange rates for financial transactions.
  • Field Concatenation/Splitting: Combine multiple source fields into one target field (e.g., FirstName + LastName to FullName) or vice-versa.
  • Lookup Table Mapping: Map categorical data using predefined lookup tables (e.g., Epicor customer group codes to AX customer group IDs).
  • Conditional Logic: Apply 'if-then-else' rules for field population or workflow branching based on data values (e.g., if order value > $10k, flag for approval).
  • Date/Time Formatting: Standardize date and time formats to match target system requirements.

🛡️ Error Handling

  • API Call Failures: HTTP 4xx (client errors) or 5xx (server errors) from either ERP API.
  • Data Validation Errors: Data failing to meet predefined rules or target system requirements (e.g., mandatory field missing, invalid format).
  • Business Logic Conflicts: Data violating business rules (e.g., negative inventory, unbalanced GL entry).
  • Network Outages: Temporary or prolonged loss of connectivity between systems or the iPaaS.
  • Duplicate Record Creation: Attempting to create a record that already exists without proper idempotency handling.
  • Authentication/Authorization Issues: Invalid credentials or insufficient permissions for API access.
Support & Information

Frequently Asked Questions

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

Benefits FAQs

▸ What are the primary benefits of integrating Dynamics AX with Epicor Kinetic?
Integrating Dynamics AX and Epicor Kinetic creates a unified operational view, automates critical workflows like order-to-cash and procure-to-pay, synchronizes master data (customers, products, vendors), and streamlines financial processes. This leads to reduced manual effort, fewer errors, faster decision-making, and improved data quality across your enterprise.

iPaaS Advantages FAQs

▸ How does an iPaaS facilitate this integration compared to traditional custom coding?
An iPaaS offers pre-built, optimized connectors for both Dynamics AX and Epicor Kinetic, a visual low-code interface for workflow design, AI-assisted data mapping, and robust error handling. This significantly accelerates development, reduces maintenance costs, and empowers business users, unlike complex, time-consuming, and fragile custom coding.

Technical Capabilities FAQs

▸ Can I achieve real-time data synchronization between Dynamics AX and Epicor Kinetic?
Yes, with a modern iPaaS, real-time synchronization is absolutely achievable. By leveraging Epicor Kinetic's event-driven capabilities (webhooks, API events) and Dynamics AX's AIF services or database triggers, our iPaaS can capture and process data as soon as changes occur, ensuring up-to-the-minute consistency for critical entities like sales orders, inventory, and customer updates.

Security & Compliance FAQs

▸ What security measures are in place for Dynamics AX and Epicor Kinetic integrations?
Our iPaaS employs enterprise-grade security, including OAuth 2.0 for Epicor Kinetic API authentication and secure service accounts/certificates for Dynamics AX. All data in transit is encrypted with TLS 1.2+, credentials are securely managed and rotated, and strict role-based access control and comprehensive audit trails are maintained. We adhere to standards like ISO 27001 and GDPR.

AI Enhancements FAQs

▸ How does AI enhance the integration process for these ERPs?
AI plays a crucial role by providing auto-suggested field mappings, detecting anomalies in financial transactions or inventory updates, intelligently routing exceptions to the right teams, and offering predictive insights for performance optimization. This significantly reduces manual configuration, improves data quality, and makes integrations more resilient and efficient.

Data Mapping FAQs

▸ What are the common entities synchronized between Dynamics AX and Epicor Kinetic?
Commonly synchronized entities include Sales Orders, Customers, Products (referred to as 'Items' in AX and 'Parts' in Kinetic), Vendors, Purchase Orders, Accounts Payable/Receivable Invoices, General Ledger Journals, and Inventory levels. The specific entities integrated depend on your unique business processes and workflow automation goals.

Data Flow FAQs

▸ How are data conflicts resolved during bidirectional synchronization?
Our iPaaS allows you to define configurable conflict resolution strategies. These can include 'last update wins' (the most recent change takes precedence), prioritizing a designated 'system of record' for specific data fields, or flagging conflicts for manual review on a centralized dashboard. AI can also assist in identifying potential conflicts proactively.

Customization FAQs

▸ Can I integrate custom fields from both Dynamics AX and Epicor Kinetic?
Absolutely. Our iPaaS provides full support for mapping and synchronizing custom fields from both ERP systems. The visual mapping canvas makes it easy to include these custom attributes in your integration flows, ensuring all relevant business data, unique to your operations, is connected and consistent across both platforms.
Pricing

Simple, transparent pricing for Dynamics AX + Epicor Kinetic.

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 Kinetic 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