Integration Hero
Connect™

Unify Dynamics AX & Sage 300: Real-time ERP & Accounting Integration

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

Get Pricing

See how it works
The Challenge

The Challenge of Disconnected ERP & Accounting Systems

Operating Dynamics AX and Sage 300 in silos creates significant operational inefficiencies, data discrepancies, and hinders agile decision-making. Manual data entry and reconciliation between these critical systems consume valuable resources and introduce costly errors.

  • Manual data entry leads to errors and delays.
  • Inconsistent customer, vendor, and product data across systems.
  • Delayed financial reporting and month-end close processes.
  • Lack of real-time visibility into inventory and order status.
  • Compliance risks due to fragmented audit trails.
  • High IT overhead for custom, point-to-point integrations.
Integration Diagram
Solution Illustration
The Solution

Seamless Integration with a Modern iPaaS: Dynamics AX & Sage 300

Our iPaaS solution provides a robust, scalable, and secure bridge between Dynamics AX and Sage 300. By leveraging pre-built connectors, low-code capabilities, and AI-driven automation, we transform your fragmented landscape into a unified, intelligent ecosystem.

  • Pre-built, configurable connectors for Dynamics AX and Sage 300
  • Low-code/no-code visual workflow designer
  • AI-powered data mapping and transformation
  • Real-time and batch synchronization capabilities
  • Centralized monitoring and error handling
Implementation Timeline

Go live with Dynamics AX + Sage 300 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 300, 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 300 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, configurable connectors for Dynamics AX and Sage 300
  • Low-code/no-code visual workflow designer
  • AI-powered data mapping and transformation
  • Real-time and batch synchronization capabilities
  • Centralized monitoring and error handling
  • Robust security and compliance features

Technical Integration Details: Dynamics AX & Sage 300

Our iPaaS provides a robust, scalable, and secure framework for connecting Dynamics AX and Sage 300. It handles complex data mapping, transformation, and workflow orchestration, ensuring reliable data flow and operational continuity.

Data Flow Steps

Connection Setup: Configure secure connections to Dynamics AX (typically via AIF services, custom web services, or direct database access for specific scenarios) and Sage 300 (via its API/SDK).

Schema Discovery & Canonical Model: iPaaS automatically discovers schemas for relevant entities in both systems. A canonical data model is established to normalize data structures.

Visual Data Mapping: Use the low-code visual mapper to drag-and-drop fields, applying AI-assisted suggestions for complex mappings and transformations.

Workflow Design: Design event-driven or scheduled workflows that define triggers, data extraction, transformation, and loading logic.

Error Handling & Monitoring: Implement robust error handling, retry mechanisms, and centralized monitoring dashboards to ensure data integrity and track integration performance.

Deployment & Governance: Deploy integrations through managed Dev-QA-Prod pipelines with version control and rollback capabilities.

Data Touchpoints

Dynamics AX: Sales Order, Customer, Product (Item), Vendor, Purchase Order, Inventory Journal, General Ledger Journal, Invoice (Sales/Free Text), Payment.
Sage 300: Customer (AR Customer), Item (IC Item), Sales Order (OE Sales Order), Purchase Order (PO Purchase Order), AP Invoice (AP Vendor Invoice), AR Invoice (AR Customer Invoice), Payment (AR Receipt/AP Payment), General Ledger Entry (GL Journal Entry), Shipment (IC Shipment), Vendor (AP Vendor).

"Dynamics AX <-> iPaaS <-> Sage 300. Data flows bidirectionally. Events in one system trigger actions in iPaaS, which transforms and pushes data to the other system. Master data syncs (Customer, Vendor, Item) are often bidirectional. Transactional data (Sales Order to Invoice, PO to AP Invoice, GL Journals) typically flows from AX to Sage 300. iPaaS acts as the central orchestration layer, handling authentication, mapping, transformation, error handling, and monitoring."

Pricing

Simple, transparent pricing for Dynamics AX + Sage 300.

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 Sage 300

Seamless integration requires precise mapping of core business entities. Our iPaaS provides visual tools and AI assistance to ensure accurate data flow between Dynamics AX and Sage 300, handling complex structures and custom fields.

Customer

Synchronizes customer master data, ensuring consistent records for sales, billing, and accounts receivable.

Dynamics AX Fields

CustAccount Name PartyId Currency PaymentTerms CreditLimit CustGroup Address (multiple types)

Sage 300 Fields

CustomerID CustomerName AddressLine1 City State/Province Zip/PostalCode Country ContactName Email Phone TermsCode CreditLimit CustomerType

Mapping Notes

Map `CustAccount` to `CustomerID`. Ensure consistent mapping of address types (e.g., 'Invoice', 'Delivery') and payment terms. Consider a custom field in Sage 300 to store the AX `CustAccount` for easy lookup.

Next Steps

See Dynamics AX + Sage 300 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.

Sales Order to Fulfillment & Billing

Automate the entire order-to-cash cycle, from a customer placing an order (e.g., in an eCommerce system integrated with AX) to its eventual billing and payment reconciliation in Sage 300.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 iPaaS creates `Sales Order` in Dynamics AX (via `/AIF/SalesOrderService/create`) for inventory allocation and fulfillment.
  3. 2 Dynamics AX updates inventory (`Inventory Journal`) and order status.
  4. 3 Shipment confirmation (e.g., from WMS to AX) triggers creation of `AR Invoice` in Sage 300 (via `/api/AR/Invoices`) by iPaaS.
  5. 4 Payment received in Sage 300 (`AR Receipt`) updates payment status in AX and eCommerce.

Business Outcome

Real-time inventory synchronization, faster order fulfillment, accurate invoicing, and improved cash flow.

Frequency

Real-time / Near real-time

Business Value

Key Integration Benefits

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

Real-time Data Consistency
Ensure that critical data like inventory levels, customer profiles, and financial transactions are always up-to-date across Dynamics AX and Sage 300, eliminating data discrepancies.
Accelerated Financial Close
Automate the posting of GL entries and invoice reconciliation, significantly reducing the time and effort required for month-end and year-end close processes.
Improved Operational Efficiency
Automate manual data entry and reconciliation tasks between systems, freeing up your teams to focus on higher-value activities and strategic initiatives.
Enhanced Customer & Vendor Experience
With accurate order, invoice, and payment data flowing seamlessly, you can provide better service, faster fulfillment, and stronger relationships.
Reduced Errors & Compliance Risk
Minimize human error through automation and leverage AI for data validation, ensuring higher data quality and better adherence to regulatory requirements.
Faster Time-to-Value
Leverage low-code tools and pre-built connectors to deploy robust integrations in weeks, not months, realizing ROI quicker.
✨

Real-time Data Consistency

99.9% Data Sync Accuracy

📋 What You Get

Ensure that critical data like inventory levels, customer profiles, and financial transactions are always up-to-date across Dynamics AX and Sage 300, eliminating data discrepancies.

💼 Business Impact

This benefit directly contributes to 99.9% improvement in Data Sync Accuracy, 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 from external systems (e.g., eCommerce) in Dynamics AX.
POST /AIF/SalesOrderService/updateStatus Updating the status of existing sales orders (e.g., shipped) in Dynamics AX.
POST /AIF/CustomerService/create Creating new customer records in Dynamics AX from CRM or other sources.
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.
POST /AIF/GeneralLedgerJournalService/create Creating and posting general ledger journals from external financial systems.

⚡ Transformation Logic

  • Data Type Conversion: E.g., Date strings to specific date formats, numeric strings to decimals.
  • Value Mapping: E.g., AX `SalesStatus` enum values ('Open', 'Confirmed', 'Invoiced') to Sage 300 `OrderStatus` ('Active', 'Complete', 'Billed').
  • Field Concatenation/Splitting: E.g., Combining first and last names, splitting full address into street, city, state.
  • Lookup & Enrichment: E.g., Looking up `ItemID` in Sage 300 to retrieve additional product attributes for AX, or vice versa.
  • Conditional Logic: E.g., Apply different pricing rules based on `CustGroup` from AX, or route GL entries based on `LedgerDimension`.
  • Default Value Assignment: E.g., Assigning a default `CustomerType` in Sage 300 if not provided by AX.

🛡️ Error Handling

  • Data Validation Failure: Invalid `CustomerID` when creating a Sales Order in Sage 300.
  • Business Logic Conflict: Attempting to update a 'Closed' Sales Order in AX.
  • System Unavailability: Sage 300 API is temporarily down, or AX service is unresponsive.
  • Authentication Failure: Incorrect credentials for either system.
  • Schema Mismatch: New custom field added to AX not mapped in iPaaS, causing data loss.
  • Duplicate Record Creation: Retry mechanism not idempotent, leading to duplicate invoices.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What are the common challenges when integrating Dynamics AX and Sage 300?
Challenges include the complexity of AX's data model and AIF services, Sage 300's specific API structures, managing data consistency across both ERPs, handling custom fields, and ensuring real-time performance for critical workflows. A modern iPaaS abstracts this complexity and provides robust tools.

iPaaS Benefits FAQs

▸ How does an iPaaS improve Dynamics AX and Sage 300 integration compared to traditional methods?
iPaaS offers visual, low-code/no-code development, pre-built connectors, AI-driven 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 integrating both systems.

Connectivity FAQs

▸ Can I integrate Dynamics AX with cloud-based applications, and then connect to Sage 300?
Absolutely. Our iPaaS provides dedicated connectors for popular cloud platforms (e.g., eCommerce, CRM) and can orchestrate multi-system workflows. For example, an eCommerce order flows into AX for fulfillment, and then the invoice data flows into Sage 300, all managed by the iPaaS.

Technical FAQs

▸ Is real-time integration possible with both Dynamics AX and Sage 300?
Yes, with a modern iPaaS. While AX's native capabilities might lean towards batch, an iPaaS can leverage AIF services, custom web services, or database triggers to capture and push data in near real-time. Sage 300 APIs also support frequent updates. By adopting an event-driven architecture, both systems can participate in instant data flows.

AI Features FAQs

▸ What is the role of AI in Dynamics AX and Sage 300 integrations?
AI augments integrations by providing intelligent automation, including AI-driven data validation, anomaly detection in financial transactions, smart routing of exceptions, automated mapping suggestions between complex AX and Sage 300 entities, and predictive insights, reducing manual effort and improving data quality and operational resilience.

Low-Code FAQs

▸ How do low-code/no-code workflows benefit Dynamics AX and Sage 300 users?
Low-code/no-code workflows empower business users and analysts to build and modify integrations with both Dynamics AX and Sage 300 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.

Security FAQs

▸ What security considerations are crucial for Dynamics AX and Sage 300 integrations?
Key security considerations include robust authentication and authorization for all integration endpoints (e.g., service accounts with least privilege, token rotation), 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 is essential.

Data Management FAQs

▸ How can I ensure data consistency between Dynamics AX and Sage 300?
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 preference). AI can also assist in identifying and resolving data discrepancies proactively.
Pricing

Simple, transparent pricing for Dynamics AX + Sage 300.

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 300 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