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Unify Dynamics AX & Sage 100: Real-time ERP & Accounting Integration

Break down data silos, automate critical workflows, and achieve a single source of truth across your enterprise with a powerful, AI-driven iPaaS solution.

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The Challenge

The Cost of Disconnected ERP & Accounting Systems

Operating Dynamics AX and Sage 100 in isolation creates significant operational inefficiencies, data discrepancies, and inhibits agile decision-making. These challenges lead to hidden costs and missed opportunities.

  • Manual data entry between systems leads to errors, delays, and increased labor costs.
  • Inconsistent customer, product, and financial data across platforms compromises reporting and decision-making.
  • Lack of real-time visibility into inventory, sales orders, and financial transactions hinders responsiveness.
  • Complex, custom-coded point-to-point integrations are brittle, expensive to maintain, and lack scalability.
  • Delayed financial closes and reconciliation challenges due to fragmented AP and GL processes.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Dynamics AX & Sage 100 with an AI-Powered iPaaS

Our modern iPaaS provides the intelligent bridge to connect Dynamics AX and Sage 100, transforming your fragmented data landscape into a cohesive, automated ecosystem. We leverage advanced capabilities to synchronize data, orchestrate complex workflows, and empower your business with real-time insights.

  • Pre-built Connectors for Dynamics AX (AIF, custom services) and Sage 100 (BOI, ODBC)
  • Drag-and-Drop Visual Workflow Designer for rapid integration development
  • AI-Assisted Data Mapping & Transformation for enhanced accuracy and speed
  • Event-Driven Architecture for real-time data synchronization
  • Centralized Monitoring & Governance Dashboards for complete control
Implementation Timeline

Go live with Dynamics AX + Sage 100 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 Sage 100, 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 + Sage 100 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 Connectors for Dynamics AX (AIF, custom services) and Sage 100 (BOI, ODBC)
  • Drag-and-Drop Visual Workflow Designer for rapid integration development
  • AI-Assisted Data Mapping & Transformation for enhanced accuracy and speed
  • Event-Driven Architecture for real-time data synchronization
  • Centralized Monitoring & Governance Dashboards for complete control
  • Robust Error Handling with Automated Retries & Alerts
  • Scalable Cloud-Native Infrastructure for high-volume transactions

Dynamics AX & Sage 100 Integration: Technical Overview

Our iPaaS provides a robust, flexible, and secure framework for connecting Dynamics AX and Sage 100. It abstracts the complexity of each system's native integration methods, offering a unified, low-code platform for seamless data flow and workflow orchestration.

Data Flow Steps

Connectivity & Authentication: Establish secure connections using specific credentials and methods for each system (e.g., AAD OAuth/X.509 for AX, BOI/ODBC credentials for Sage 100).

Event Triggering: Configure triggers to initiate workflows based on events (e.g., new Sales Order in AX, updated Inventory in Sage 100) or scheduled intervals.

Data Extraction: Extract relevant data from the source system using optimized queries or API calls.

Data Transformation & Mapping: Utilize the iPaaS's visual mapping engine to transform data structures and values to match the target system's schema. AI assists with mapping suggestions and validation.

Business Logic & Validation: Apply custom business rules, conditional logic, and AI-driven validation checks to ensure data integrity before posting.

Data Loading: Post transformed data to the target system via its respective API or interface.

Error Handling & Monitoring: Log all transactions, manage retries for transient errors, and alert relevant teams for persistent issues, all monitored from a central dashboard.

Data Touchpoints

Dynamics AX: Sales Orders, Customers, Products (Items), Vendors, Purchase Orders, Inventory Journals, General Ledger Journals, Invoices, Payments.
Sage 100: ARCustomer, SOSalesOrderHeader/Detail, CIItem, IMItemWarehouse, APVendor, POPurchaseOrderHeader, APInvoiceHeader, GLAccount, GLJournalHeader/Detail, ARCashReceipts.

"Dynamics AX <-> iPaaS (Connectors, Transformation, Logic, AI) <-> Sage 100"

Pricing

Simple, transparent pricing for Dynamics AX + Sage 100.

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 between Dynamics AX and Sage 100

Our iPaaS simplifies the complex process of mapping data between Dynamics AX's intricate data model and Sage 100's structured entities. With AI-assisted mapping, we ensure accuracy and accelerate integration development.

Customer

Synchronizes customer master data, including contact information, addresses, credit limits, and payment terms.

Dynamics AX Fields

CustAccount Name PartyId Currency PaymentTerms CreditLimit CustGroup AddressLine1 City State

Sage 100 Fields

CustomerNo CustomerName AddressLine1 City State AccountStatus CreditLimit EmailAddress TermsCode

Mapping Notes

Requires a unique identifier mapping (e.g., `CustAccount` to `CustomerNo`). Address types (Invoice, Delivery) from AX need to be mapped to Sage 100's single address structure or custom fields. AI assists in standardizing address formats.

Next Steps

See Dynamics AX + Sage 100 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-Cash Automation

Automate the entire sales order lifecycle from an eCommerce platform (integrated with AX) through Dynamics AX for inventory allocation and fulfillment, and finally to Sage 100 for invoicing and revenue recognition.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Order flows into Dynamics AX (Sales Order entity) for inventory check and fulfillment processing.
  3. 2 iPaaS detects new Sales Order in AX (via AIF service or custom endpoint).
  4. 3 Customer data (AX Customer) is synced/verified in Sage 100 (AR_Customer).
  5. 4 Sales Order details (AX Sales Order, Product) are transformed and created in Sage 100 (SO_SalesOrderHeader/Detail).
  6. 5 Inventory updates (AX Inventory Journal) reflect committed quantities in Sage 100 (IM_ItemWarehouse).
  7. 6 Fulfillment status updates from AX are synced back to Sage 100 and then potentially to eCommerce.

Business Outcome

Real-time inventory accuracy, instant order processing, reduced manual errors, faster invoicing, and improved customer satisfaction with timely updates.

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 Data Accuracy
Ensure consistent, up-to-date information for customers, inventory, sales orders, and financial transactions across Dynamics AX and Sage 100.
Automated Workflows
Eliminate manual data entry and human errors by automating critical business processes like order-to-cash and procure-to-pay.
Faster Financial Close
Streamline accounts payable, general ledger postings, and reconciliation, leading to quicker and more accurate financial reporting.
Enhanced Operational Visibility
Gain a unified 360-degree view of your business with consolidated data from both ERPs, enabling better strategic decisions.
Scalability & Resilience
Build integrations that grow with your business, handling increasing data volumes and ensuring continuous operation with robust error handling.
Reduced IT Burden
Leverage low-code tools and AI assistance to accelerate development and empower business users, freeing up IT resources.
✨

Real-time Data Accuracy

99.9% Data Consistency

📋 What You Get

Ensure consistent, up-to-date information for customers, inventory, sales orders, and financial transactions across Dynamics AX and Sage 100.

💼 Business Impact

This benefit directly contributes to 99.9% improvement in Data Consistency, 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 (e.g., from an eCommerce platform via iPaaS).
POST /AIF/SalesOrderService/read Retrieving sales order details from Dynamics AX for synchronization to Sage 100.
POST /AIF/CustomerService/create Creating new customer records in Dynamics AX.
POST /AIF/InventItemService/update Updating product/item master data or inventory details in Dynamics AX.
POST /AIF/GeneralLedgerJournalService/create Creating and posting general ledger journals in Dynamics AX (e.g., from Sage 100).
POST /AIF/VendInvoiceService/create Posting vendor invoices into Dynamics AX.

⚡ Transformation Logic

  • Data Type Conversion: Automatic conversion of dates, numbers, and strings between systems.
  • Value Mapping: Translating picklist values (e.g., 'Open' status in AX to 'New' status in Sage 100).
  • Concatenation/Splitting: Combining or separating fields (e.g., AX Address lines to Sage 100 single address field).
  • Lookups: Enriching data with reference information from either ERP (e.g., fetching GL Account descriptions).
  • Default Values: Assigning default values for non-mandatory fields in the target system.
  • Conditional Logic: Applying different transformations based on data content (e.g., different GL accounts based on item group).

🛡️ Error Handling

  • Data Validation Failures: Incorrect data types, missing mandatory fields.
  • Business Logic Conflicts: Credit limit exceeded, invalid GL account combinations.
  • API/Service Downtime: Temporary unavailability of AX AIF or Sage 100 BOI.
  • Network Connectivity Issues: Intermittent connection problems.
  • Duplicate Records: Attempting to create an existing customer or item.
  • Concurrency Issues: Multiple updates to the same record simultaneously.
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 Sage 100?
Common challenges include the complexity of Dynamics AX's data model and reliance on AIF/X++ for services, combined with Sage 100's traditional BOI/ODBC interfaces. Ensuring data consistency, managing custom code, and achieving real-time synchronization across both systems are also significant hurdles. A modern iPaaS abstracts this complexity, offering pre-built connectors and visual tools.

iPaaS Advantage FAQs

▸ How does an iPaaS improve Dynamics AX and Sage 100 integration compared to traditional methods?
An iPaaS provides a low-code/no-code visual development environment, pre-built connectors for both AX and Sage 100, robust data mapping/transformation, and centralized monitoring. This drastically reduces development time, lowers maintenance costs, and improves the scalability, reliability, and security of your integrations, moving beyond brittle point-to-point solutions.

Technical Capabilities FAQs

▸ Is real-time integration possible between Dynamics AX and Sage 100?
Yes, absolutely. While both systems traditionally lean towards batch processing, our iPaaS enables near real-time and real-time integration. For Dynamics AX, it leverages AIF services or custom web services. For Sage 100, it can use Change Data Capture (CDC) or BOI events. By adopting an event-driven architecture, key data like sales orders or inventory can flow instantly.

AI Enhancement FAQs

▸ What is the role of AI in Dynamics AX and Sage 100 integrations?
AI significantly augments these integrations by providing intelligent automation. This includes AI-driven mapping suggestions for complex fields, automated data validation, anomaly detection in financial transactions or inventory, smart routing of exceptions, and predictive insights. AI reduces manual effort, improves data quality, and enhances operational resilience.

Data Management FAQs

▸ How can I ensure data consistency between Dynamics AX and Sage 100?
An iPaaS with strong data mapping, transformation, and validation capabilities is crucial. Implement a canonical data model, define clear business rules for data synchronization, and use conflict resolution strategies (e.g., 'master system wins'). AI can also assist in identifying and resolving data discrepancies proactively, ensuring a single source of truth.

Security & Compliance FAQs

▸ What security considerations are crucial for Dynamics AX and Sage 100 integrations?
Key security considerations include robust authentication and authorization for all integration endpoints (e.g., AAD OAuth for AX, least privilege service accounts for Sage 100), data encryption in transit (TLS/SSL), secure storage of credentials within the iPaaS, IP whitelisting, and strict adherence to data privacy regulations (e.g., GDPR). Comprehensive auditing of integration activities is also essential.

Ecosystem Integration FAQs

▸ Can I integrate Dynamics AX and Sage 100 with other cloud applications like Salesforce or Shopify?
Absolutely. Our iPaaS is designed for multi-system integration. It can facilitate robust data flows not only between Dynamics AX and Sage 100 but also with popular CRM (Salesforce, HubSpot), eCommerce (Shopify, Magento), WMS, and other cloud platforms. This creates a truly connected enterprise ecosystem, leveraging the strengths of all your applications.

Low-code Benefits FAQs

▸ How do low-code/no-code workflows benefit Dynamics AX and Sage 100 users?
Low-code/no-code workflows empower business users and analysts to build and modify integrations with Dynamics AX and Sage 100 using visual interfaces, rather than relying solely on developers. This significantly accelerates project delivery, reduces IT backlog, and allows business teams to quickly adapt workflows to changing operational needs, fostering agility and innovation.
Pricing

Simple, transparent pricing for Dynamics AX + Sage 100.

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 + Sage 100 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