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Dynamics AX + Sage 50 Integration

Clarity Connect™ integrates Dynamics AX with Sage 50, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Dynamics AX and Sage 50 through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Dynamics AX and Sage 50.

  • Automatically detect and map custom fields in Dynamics AX (e.g., on Sales Order lines, Customer cards).
  • Support for custom fields in Sage 50 (e.g., custom data fields on Customer, Vendor, Item records).
  • Visual tools to easily add and map custom fields between systems without coding.
Implementation Timeline

Go live with Dynamics AX + Sage 50 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 50, 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 50 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Automatically detect and map custom fields in Dynamics AX (e.g., on Sales Order lines, Customer cards).
  • Support for custom fields in Sage 50 (e.g., custom data fields on Customer, Vendor, Item records).
  • Visual tools to easily add and map custom fields between systems without coding.

Robust Integration Architecture for Dynamics AX & Sage 50

The integration architecture leverages a modern iPaaS as the central nervous system, orchestrating complex data flows between Dynamics AX and Sage 50. It's designed for scalability, resilience, and security, ensuring your ERP and accounting systems work in perfect harmony.

Data Flow Steps

Event-Driven Architecture (EDA): For real-time updates (e.g., Sales Order creation, Inventory adjustments). The iPaaS can implement CDC or webhooks to trigger flows.

Request-Reply Pattern: For synchronous operations requiring immediate responses (e.g., checking customer existence before creating a sales order).

Publish-Subscribe Pattern: For broadcasting data changes to multiple downstream systems (e.g., inventory updates from AX to Sage 50 and an eCommerce platform).

Batch Processing: For high-volume, less time-sensitive data transfers (e.g., daily GL journal entries, monthly master data updates).

API-First Approach: Encapsulating complex AX AIF calls and Sage 50 SDK interactions behind a unified, easy-to-consume API layer within the iPaaS.

Data Touchpoints

iPaaS Platform: The core integration engine, providing visual workflow design, connectors, data mapping, transformation, error handling, and monitoring.
Dynamics AX Connector: A specialized connector that securely interacts with Dynamics AX AIF services, custom web services, or potentially direct database access (with strict controls).
Sage 50 Connector/Agent: For Sage 50cloud, this is a native cloud connector. For desktop versions, a secure, lightweight agent deployed on-premise to interact with Sage 50's SDK or ODBC drivers, ensuring secure local access.
Canonical Data Model: A standardized, neutral data structure within the iPaaS that facilitates data translation between disparate systems.
Message Queues: Used for asynchronous processing and handling high-volume, non-critical updates, decoupling systems and improving throughput.
API Gateway (Optional): To expose unified APIs for external systems to interact with the integrated AX/Sage 50 ecosystem.
Monitoring & Alerting Module: Provides real-time dashboards, logs, and alerts for proactive management of integration health.
AI Co-pilot: An intelligent layer within the iPaaS assisting with mapping, validation, anomaly detection, and workflow generation.

"Conceptual diagram showing Dynamics AX and Sage 50 as distinct systems. The iPaaS sits in the middle, acting as a middleware layer. Arrows indicate bidirectional data flow for key entities. External systems (e.g., eCommerce, CRM) connect to either AX or the iPaaS, with the iPaaS ensuring data propagates to Sage 50 as needed. AI Co-pilot features are depicted as an overlay enhancing iPaaS capabilities."

Pricing

Simple, transparent pricing for Dynamics AX + Sage 50.

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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer

Synchronization of customer master data for sales, invoicing, and accounts receivable.

Dynamics AX Fields

CustAccount Name PartyId Currency PaymentTerms CreditLimit CustGroup Address (Invoice, Delivery) Contact Persons

Sage 50 Fields

CustomerID CompanyName ContactName BillingAddress ShippingAddress Email Phone CreditLimit Terms SalesTaxCode

Mapping Notes

Dynamics AX's `CustAccount` typically maps to Sage 50's `CustomerID`. `Name` to `CompanyName`. Address types (`Invoice`, `Delivery`) in AX need to be mapped to Sage 50's `BillingAddress` and `ShippingAddress` fields. `PaymentTerms` and `CreditLimit` should be consistent. AI can assist in deduplication based on name/address and suggesting `SalesTaxCode` based on location.

Next Steps

See Dynamics AX + Sage 50 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.

End-to-End Sales Order to Cash Automation

Automate the entire sales order lifecycle, from creation in Dynamics AX (potentially originating from an eCommerce platform) to invoice generation and payment reconciliation in Sage 50. This ensures real-time inventory updates in AX and accurate revenue recognition in Sage 50.

Integration Steps:

  1. 0 New Sales Order created in Dynamics AX (or external system integrated with AX).
  2. 1 Sales Order data (header, lines, customer details) is pushed from AX to iPaaS.
  3. 2 iPaaS transforms and maps data to Sage 50 Sales Invoice/Sales Order schema.
  4. 3 Sales Invoice/Sales Order is created in Sage 50.
  5. 4 Payment received in Sage 50 is synced back to AX if needed, or status updated.
  6. 5 Inventory levels updated in AX based on fulfillment, reflecting in Sage 50 (if inventory module used).

Business Outcome

Accelerated order processing, reduced manual data entry, improved cash flow visibility, accurate inventory counts, and streamlined accounts receivable.

Frequency

Real-time/Near Real-time

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, often initiated by an iPaaS from an eCommerce or CRM system.
POST /AIF/SalesOrderService/read Retrieving sales order details from Dynamics AX via AIF service for status updates or downstream processing in Sage 50.
POST /AIF/CustomerService/create Creating new customer records in Dynamics AX, typically for master data synchronization from Sage 50 or CRM.
POST /AIF/CustomerService/find Searching for customer records in Dynamics AX for validation or existence checks.
POST /AIF/InventItemService/update Updating product/item master data or inventory details in Dynamics AX, crucial for inventory synchronization.
POST /AIF/VendInvoiceService/create Posting vendor invoices into Dynamics AX, often from an AP automation system or Sage 50.
POST /AIF/GeneralLedgerJournalService/create Creating and posting general ledger journals from external financial systems, including Sage 50.

⚡ Transformation Logic

  • Customer/Vendor ID Mapping: Map `CustAccount` (AX) to `CustomerID` (Sage 50) and `VendAccount` (AX) to `VendorID` (Sage 50) with lookup tables for new entries.
  • Address Normalization: Standardize address formats (e.g., street, city, state, zip) between both systems using predefined rules or external services.
  • Inventory Quantity Aggregation: If AX has granular `InventDimId` for quantity and Sage 50 has a single `QuantityOnHand`, aggregate AX quantities to match Sage 50's structure.
  • GL Account Mapping: Translate Dynamics AX's `AccountNum` and `LedgerDimension` (main account + financial dimensions) to Sage 50's `GLAccountID` using a comprehensive mapping matrix.
  • Payment Terms Conversion: Map specific payment term codes from AX to their corresponding definitions in Sage 50.
  • Status Code Translation: Convert operational statuses (e.g., AX `SalesStatus`) to financial statuses (e.g., Sage 50 `Invoice Status`) based on business logic.
  • Currency Conversion: If multiple currencies are involved, apply exchange rates and convert amounts as per business rules and target system's currency settings.
  • Tax Code Mapping: Ensure sales and purchase tax codes are correctly translated and applied between systems.

🛡️ Error Handling

  • Data Validation Failure: Missing mandatory fields (e.g., `CustAccount` in AX, `CustomerID` in Sage 50).
  • Business Rule Violation: Attempting to create a Sales Order in AX for a non-existent customer, or posting an unbalanced Journal Entry in Sage 50.
  • API/Service Downtime: Temporary unavailability of Dynamics AX AIF services or Sage 50 virtual APIs.
  • Concurrency Conflicts: Multiple integrations attempting to update the same record simultaneously (e.g., inventory update).
  • Schema Mismatch: Unexpected data format or missing fields in payload due to system updates.
  • Authentication Failure: Invalid credentials or expired tokens for either system.
  • Rate Limit Exceeded: Although rare for native AX/Sage 50, could occur with cloud-based Sage 50 APIs or if iPaaS isn't batching efficiently.
Support & Information

Frequently Asked Questions

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

Challenges FAQs

▸ What are the common challenges when integrating Dynamics AX and Sage 50?
Integrating Dynamics AX, with its complex enterprise data model (AIF, InventDimId), and Sage 50, often with a more traditional architecture (SDK/ODBC), presents challenges like schema mismatches, data consistency across disparate structures, managing real-time versus batch processes, and the need for robust error handling. Our iPaaS abstracts these complexities, offering a unified, low-code solution.

iPaaS Benefits FAQs

▸ How does an iPaaS improve AX and Sage 50 integration compared to traditional methods?
A modern iPaaS provides visual, low-code/no-code development, pre-built connectors for both systems, 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 AX and Sage 50 integrations compared to custom point-to-point coding or manual file transfers.

Technical Capabilities FAQs

▸ Can I achieve real-time data synchronization between Dynamics AX and Sage 50?
Yes, absolutely. While AX's native capabilities might lean towards batch processing and Sage 50 often uses SDKs, our iPaaS can leverage event-driven architecture, Change Data Capture (CDC), or efficient polling mechanisms to monitor for updates and push data in near real-time. This ensures critical entities like Sales Orders, Inventory levels, and Customer records are always consistent across both systems.

AI Features FAQs

▸ What role does AI play in this integration solution?
AI significantly augments AX and Sage 50 integrations by providing intelligent automation. This includes AI-driven data validation, anomaly detection in financial transactions, smart routing of exceptions, automated mapping suggestions between complex schemas, and predictive insights. This reduces manual effort, improves data quality, and enhances operational resilience.

Customization FAQs

▸ How are custom fields and business logic handled?
Our iPaaS offers extensive customization options. It can automatically detect and map custom fields in both Dynamics AX and Sage 50. A low-code rules engine allows you to define complex conditional logic, transformations, and validation rules visually, ensuring your unique business processes are fully supported without requiring custom code.

Security & Compliance FAQs

▸ What security measures are in place for sensitive financial data?
We implement enterprise-grade security. This includes robust authentication (OAuth 2.0, secure service accounts) and authorization, end-to-end data encryption in transit (TLS 1.2+) and at rest, secure credential management, data masking/tokenization for PII/PCI data, and comprehensive audit trails. We adhere to standards like GDPR, SOX, and PCI DSS.

Data Management FAQs

▸ How do you ensure data consistency between Dynamics AX and Sage 50?
Our iPaaS uses a canonical data model, robust data mapping, validation, and transformation capabilities. We define clear business rules for data synchronization, implement conflict resolution strategies (e.g., 'Source System Priority'), and provide AI-driven anomaly detection to proactively identify and resolve discrepancies, ensuring a single source of truth.

Use Cases FAQs

▸ Can this integration support our existing eCommerce platform with AX and Sage 50?
Absolutely. Our iPaaS provides dedicated connectors and pre-built templates for popular eCommerce platforms. It facilitates real-time synchronization of orders to Dynamics AX for fulfillment and inventory management, and then pushes relevant financial data (invoices, payments) to Sage 50, ensuring consistent data and streamlined operations across your entire sales ecosystem.
Pricing

Simple, transparent pricing for Dynamics AX + Sage 50.

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 50 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