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Dynamics AX + Sage X3 Integration

Clarity Connect™ integrates Dynamics AX with Sage X3, 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 X3 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 X3.

  • Dynamics AX allows custom fields (Extended Data Types, table extensions) that can be exposed via AIF services or custom web services.
  • Sage X3 supports custom fields (user-defined fields, local menus) which are accessible via its REST APIs.
  • The iPaaS can map and synchronize these custom fields, ensuring business-specific data flows seamlessly between systems.
Implementation Timeline

Go live with Dynamics AX + Sage X3 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 X3, 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 X3 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Dynamics AX allows custom fields (Extended Data Types, table extensions) that can be exposed via AIF services or custom web services.
  • Sage X3 supports custom fields (user-defined fields, local menus) which are accessible via its REST APIs.
  • The iPaaS can map and synchronize these custom fields, ensuring business-specific data flows seamlessly between systems.

Robust Integration Architecture for Dynamics AX and Sage X3

A modern iPaaS forms the central nervous system for integrating Dynamics AX and Sage X3, enabling a flexible, scalable, and secure architecture. It abstracts the complexities of disparate systems, allowing for seamless data flow and process orchestration.

Data Flow Steps

Hub-and-Spoke: iPaaS acts as the central hub, connecting Dynamics AX, Sage X3, and other systems.

Event-Driven Architecture (EDA): Utilize webhooks and message queues for real-time updates and reduced polling overhead.

Request-Reply: For synchronous operations requiring immediate responses (e.g., inventory lookup).

Publish-Subscribe: For broadcasting data changes to multiple interested systems (e.g., product updates).

Canonical Data Model: Standardize data formats within the iPaaS to simplify transformations between systems.

Data Touchpoints

iPaaS Platform: Central orchestration engine with visual workflow designer, connectors, mapping tools, and monitoring.
Dynamics AX Connector: Facilitates communication with AX via AIF services, custom X++ endpoints, or DIXF.
Sage X3 Connector: Leverages Sage X3's RESTful APIs for efficient data exchange.
Message Queues: (e.g., Azure Service Bus, RabbitMQ) for asynchronous processing, buffering, and decoupling systems.
API Gateway: Manages access, security, and routing for external API calls, providing a single entry point.
Data Transformation Engine: Within the iPaaS, handles complex data mapping and manipulation logic.
AI/ML Module: For intelligent mapping, validation, anomaly detection, and predictive insights.
Monitoring & Alerting System: Centralized dashboards and notification services for proactive issue management.
Identity Provider: (e.g., Azure Active Directory) for secure authentication and authorization across systems.

"Conceptual diagram shows Dynamics AX and Sage X3 as core ERPs. An iPaaS sits between them, connecting to each via dedicated connectors. External systems (eCommerce, CRM, PIM, WMS) also connect to the iPaaS, forming a hub-and-spoke model. Message queues (e.g., Azure Service Bus) are used for asynchronous communication, and an AI layer enhances validation and mapping. Centralized monitoring and governance oversee the entire ecosystem."

Pricing

Simple, transparent pricing for Dynamics AX + Sage X3.

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.

Sales Order

Central to order-to-cash, representing customer requests. Requires meticulous synchronization to ensure accurate fulfillment and billing.

Dynamics AX Fields

SalesId CustAccount ItemId QtyOrdered SalesPrice SalesStatus DeliveryDate InventDimId

Sage X3 Fields

Order Number Customer ID Order Date Delivery Date Product Lines (Item Code, Quantity, Price) Shipping Address Billing Address Order Status

Mapping Notes

Map `SalesId` (AX) to `Order Number` (X3). Ensure `CustAccount` (AX) maps to `Customer ID` (X3), and `ItemId` (AX) to `Product Code` (X3). Line item details including quantities, prices, and discounts must be accurately translated. AX's `InventDimId` for inventory dimensions needs careful consideration for X3's warehouse/location structures.

Next Steps

See Dynamics AX + Sage X3 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 Order-to-Cash Automation

Automate the entire sales order lifecycle, from creation in an eCommerce platform, through order entry and inventory allocation in Dynamics AX, to fulfillment and financial posting in Sage X3. This ensures real-time stock visibility and accurate revenue recognition.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 iPaaS captures new Sales Order event via webhook.
  3. 2 Customer and Product master data is validated/synced between Sage X3 and Dynamics AX.
  4. 3 Sales Order created in Dynamics AX for inventory allocation and fulfillment management.
  5. 4 Inventory levels updated in real-time across both systems.
  6. 5 Shipment details from WMS/Dynamics AX are pushed to Sage X3 for invoicing.
  7. 6 Invoice generated in Sage X3 and payment processed/reconciled.

Business Outcome

Accelerated order processing, reduced manual errors, real-time inventory accuracy, faster revenue recognition, improved customer satisfaction.

Frequency

Real-time/Event-driven

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. Utilizes SOAP-based AIF services for structured data exchange.
POST /AIF/CustomerService/create Creating or updating customer records in Dynamics AX. Supports master data synchronization.
POST /AIF/InventItemService/update Updating product/item master data and inventory details. Critical for real-time stock updates.
POST /AIF/GeneralLedgerJournalService/create Posting general ledger journals for financial reconciliation. Requires precise dimension mapping.

⚡ Transformation Logic

  • Date Format Standardization: Convert `TransDate` (AX) to `Transaction Date` (X3) and ensure consistent `YYYY-MM-DD` format.
  • Unit of Measure Conversion: Map `UnitId` (AX) to `Unit of Measure` (X3), potentially applying conversion factors (e.g., 'EA' to 'Units').
  • Financial Dimension Mapping: Translate AX's complex `LedgerDimension` (Account + Financial Dimensions) into Sage X3's `Account Code` and separate `Dimensions` (Cost Center, Project, Department).
  • Address Harmonization: Parse and reformat address fields to match target system's structure, ensuring consistent billing and shipping addresses.
  • Status Code Translation: Map status codes (e.g., `SalesStatus` in AX to `Order Status` in X3) to align workflow progression.
  • Pricing and Currency Conversion: Apply real-time currency conversion rates and specific pricing rules as defined by business logic.

🛡️ Error Handling

  • API Connectivity Failure: Target system API endpoint is unreachable or returns a server error.
  • Data Validation Failure: Incoming data does not meet schema requirements or business rules (e.g., missing mandatory field).
  • Business Logic Conflict: An operation violates a core business rule in the target ERP (e.g., trying to post an invoice for a non-existent PO).
  • Authentication Failure: Invalid credentials or expired tokens prevent access to Dynamics AX or Sage X3.
  • Rate Limit Exceeded: Sage X3 temporarily rejects requests due to excessive call volume.
  • Deadlock/Concurrency Issues: Database contention in AX or X3 due to high transaction volume.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ Why integrate Dynamics AX and Sage X3 instead of consolidating to one ERP?
Many organizations have significant investments in both Dynamics AX and Sage X3, often with AX handling specific legacy operations or supply chain complexities, while X3 manages core accounting and finance. Integration allows businesses to leverage the strengths of both systems, extending their lifespan and avoiding the massive disruption and cost of a full migration, while still achieving a unified operational view. An iPaaS makes this coexistence efficient and manageable.

Dynamics AX Specific FAQs

▸ What are the common challenges when integrating Dynamics AX?
Dynamics AX (especially older versions) presents challenges such as its complex data model, reliance on AIF/DIXF which can be cumbersome for real-time scenarios, the need for X++ development for custom services, and managing data consistency. A modern iPaaS addresses these by abstracting complexity, providing robust connectors, and enabling low-code, event-driven patterns.

Sage X3 Specific FAQs

▸ How does an iPaaS improve Sage X3 integration compared to traditional methods?
An iPaaS offers visual, low-code/no-code development for Sage X3, pre-built connectors, 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 X3 integrations, moving beyond fragile point-to-point connections.

Technical Capabilities FAQs

▸ Is real-time integration possible between Dynamics AX and Sage X3?
Yes, with a modern iPaaS. While AX's native capabilities might lean towards batch processing, an iPaaS can leverage AX's AIF services, custom web services, or database triggers to capture and push data in near real-time. Paired with Sage X3's robust RESTful APIs and eventing capabilities, an event-driven architecture can achieve real-time synchronization for critical data like orders and inventory.

AI & Automation FAQs

▸ What is the role of AI in Dynamics AX and Sage X3 integrations?
AI significantly augments these 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 AX and X3 schemas, and predictive insights. It reduces manual effort, improves data quality, and enhances operational resilience across both ERPs.

Data Management FAQs

▸ How can I ensure data consistency between Dynamics AX and Sage X3?
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., last-write-wins, source-of-truth prioritization). AI can also assist in identifying and proactively resolving data discrepancies.

Security & Compliance FAQs

▸ What security considerations are crucial for Dynamics AX and Sage X3 integrations?
Key security considerations include robust authentication and authorization for all integration endpoints (OAuth2, strong API keys, service accounts), 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 integration activities is also essential for compliance.

Customization FAQs

▸ Can I integrate custom fields from Dynamics AX and Sage X3?
Yes. Both Dynamics AX and Sage X3 support custom fields, and a modern iPaaS is designed to handle these. The iPaaS's visual mapping engine allows you to easily map and transform data from custom fields in one system to custom or standard fields in the other, ensuring that all your critical business data flows seamlessly.
Pricing

Simple, transparent pricing for Dynamics AX + Sage X3.

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 X3 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