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Unify Dynamics GP and Epicor E9: Drive Efficiency with Intelligent Integration

Break down ERP silos, automate critical workflows, and achieve real-time data synchronization between Dynamics GP and Epicor E9 with our AI-powered iPaaS solution.

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The Challenge

The Challenge: Disconnected ERP Systems Crippling Your Business

Operating with Dynamics GP and Epicor E9 in separate silos creates a fragmented enterprise landscape. This often leads to significant operational inefficiencies, delayed insights, and costly errors that hinder growth and productivity.

  • Manual data entry and reconciliation between GP and E9.
  • Delayed or inaccurate financial reporting due to disparate data.
  • Inconsistent customer, vendor, and item master data across systems.
  • Lack of real-time visibility into inventory and order statuses.
  • Complex, brittle point-to-point integrations requiring heavy IT investment.
  • Difficulty automating end-to-end business processes spanning both ERPs.
Integration Diagram
Solution Illustration
The Solution

The Solution: Seamless Dynamics GP & Epicor E9 Integration with iPaaS

Our intelligent iPaaS platform provides a comprehensive, low-code solution to connect Dynamics GP and Epicor E9, transforming your disparate ERPs into a cohesive, automated ecosystem. We enable real-time, bidirectional data flow and orchestrate complex business workflows, ensuring data consistency and operational excellence.

  • Pre-built connectors for Dynamics GP Web Services/eConnect and Epicor E9 Service Connect/APIs.
  • Bidirectional data synchronization for key entities like Customer, Vendor, Sales Order, and Inventory.
  • Visual, drag-and-drop workflow designer for complex process automation.
  • AI-powered data mapping and transformation suggestions.
  • Robust error handling and automated conflict resolution.
Implementation Timeline

Go live with Dynamics GP + Epicor E9 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 GP and Epicor E9, 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 GP + Epicor E9 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 GP Web Services/eConnect and Epicor E9 Service Connect/APIs.
  • Bidirectional data synchronization for key entities like Customer, Vendor, Sales Order, and Inventory.
  • Visual, drag-and-drop workflow designer for complex process automation.
  • AI-powered data mapping and transformation suggestions.
  • Robust error handling and automated conflict resolution.
  • Real-time monitoring and analytics dashboards.

Technical Integration Overview: Dynamics GP and Epicor E9

Our iPaaS solution acts as the central nervous system, connecting Dynamics GP and Epicor E9 through their respective APIs and robust data management capabilities. This ensures secure, scalable, and intelligent data exchange, transforming your ERP landscape into a unified, automated powerhouse.

Data Flow Steps

Connectivity Layer: Establish secure, authenticated connections to Dynamics GP Web Services (SOAP) or eConnect, and Epicor E9's Service Connect or RESTful APIs. For specific legacy needs, direct SQL access with strict controls can be supported.

Event & Trigger Management: Configure the iPaaS to listen for critical business events (e.g., new Sales Order in E9, updated Customer in GP) via webhooks, polling mechanisms, or database triggers. This enables real-time responsiveness.

Data Extraction & Transformation: Extract relevant data from the source system. The iPaaS's visual mapping canvas and AI-assisted transformers cleanse, enrich, and transform data into a canonical format, then map it to the target system's schema.

Business Logic & Orchestration: Implement complex business rules, conditional logic, and multi-step workflows within the iPaaS. This orchestrates processes that may span multiple entities and systems (e.g., creating a Sales Order in E9, then posting a related GL entry in GP).

Data Loading & Validation: Load the transformed data into the target system via its APIs. Implement pre-validation checks and AI-powered anomaly detection to ensure data integrity and prevent errors before writing to the ERP.

Error Handling & Monitoring: Configure robust error handling, including retry mechanisms, dead-letter queues, and real-time alerts. Monitor the health and performance of all integration flows through centralized dashboards.

Deployment & Governance: Utilize CI/CD pipelines for controlled deployment of integration assets across development, QA, and production environments, ensuring version control and auditability.

Data Touchpoints

Master Data: Customer (GP RM00101 ↔ E9 Customer), Vendor (GP PM00200 ↔ E9 Vendor), Item/Part (GP IV00101 ↔ E9 Part/Product).
Sales & Fulfillment: Sales Order (GP SOPHDRWORK ↔ E9 Sales Order), Shipment (E9 Shipment → GP SOP updates).
Procurement & AP: Purchase Order (GP POP10100 ↔ E9 PO), Payables Transaction/AP Invoice (GP PM10000 ↔ E9 Invoice).
Inventory: Inventory (GP IV00101 levels ↔ E9 Inventory OnHandQty), Inventory Transfer (GP IV30300 ↔ E9 PartTran).
Financials: General Ledger Transaction (GP GL20000 ↔ E9 GL Entry), Payment (GP PM10300/RM10101 ↔ E9 Payment).

"Dynamics GP <-> iPaaS (Connectors, Data Mapping, AI, Workflows) <-> Epicor E9. Data flows bidirectionally for Master Data, Sales Orders, Purchase Orders, Inventory, GL Entries, Payments."

Pricing

Simple, transparent pricing for Dynamics GP + Epicor E9.

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 GP

Integrating Dynamics GP 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 GP and Epicor E9

Seamless integration relies on accurate, intelligent mapping of core business entities between Dynamics GP and Epicor E9. Our iPaaS provides visual tools and AI assistance to streamline this complex process, ensuring data integrity and consistency.

Customer

Master record for all customer information, crucial for sales, invoicing, and accounts receivable in both ERPs.

Dynamics GP Fields

CUSTNMBR (PK) CUSTNAME CUSTCLAS ADRSCODE ADDRESS1 CITY STATE ZIPCODE PHONE1 EMAIL CreditLimit SalesRepID

Epicor E9 Fields

CustNum (PK) Name Address1 City State Zip Country PhoneNum EmailAddress TermsCode CreditLimit SalesRepCode

Mapping Notes

Requires a consistent unique identifier (e.g., an external ID) for bidirectional sync. Address fields need standardization. Credit limits and payment terms might require specific transformation logic based on business rules.

Next Steps

See Dynamics GP + Epicor E9 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 & Fulfillment

Automate the entire order lifecycle from an eCommerce platform through Epicor E9 for fulfillment and production, with financial posting and customer updates flowing to Dynamics GP.

Integration Steps:

  1. 0 New sales order created in eCommerce platform.
  2. 1 iPaaS captures order, creates/updates Customer in Epicor E9 and Dynamics GP.
  3. 2 Sales Order created in Epicor E9 (for fulfillment/production) and Dynamics GP (for financial tracking).
  4. 3 Inventory levels updated in both ERPs and eCommerce.
  5. 4 Shipment details from E9 (or WMS) update the Sales Order in GP and trigger customer notifications.
  6. 5 Invoice generated in E9 and/or GP upon shipment.
  7. 6 Payment received and recorded in GP, then synchronized to E9 (if necessary).

Business Outcome

Rapid order processing, accurate inventory, streamlined fulfillment, real-time revenue recognition, and improved customer experience.

Frequency

Real-time

Business Value

Key Integration Benefits

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

Real-time Data Sync
Achieve instant, bidirectional data flow between Dynamics GP and Epicor E9, ensuring both systems always reflect the most current business information.
Boost Operational Efficiency
Automate manual data entry and reconciliation tasks, freeing up your team to focus on strategic initiatives rather than repetitive administrative work.
Accelerated Financial Close
Streamline financial data aggregation and reconciliation processes, significantly reducing the time required for month-end and year-end closes.
Enhanced Data Accuracy
Leverage AI-driven validation and robust transformation rules to minimize errors and maintain high data quality across both ERP systems.
Unified Business Insights
Gain a holistic view of your operations, finance, and supply chain with consolidated data, empowering better, data-driven decision-making.
Agile & Scalable Operations
Adapt quickly to new business requirements and scale your integration capabilities effortlessly to support growth without increasing IT overhead.
✨

Real-time Data Sync

99% Data Consistency

📋 What You Get

Achieve instant, bidirectional data flow between Dynamics GP and Epicor E9, ensuring both systems always reflect the most current business information.

💼 Business Impact

This benefit directly contributes to 99% 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 /Dynamics/GPService/SOPService.svc Create, update, or retrieve Sales Order Processing (SOP) documents like Sales Orders, Invoices, and Returns from Dynamics GP. Critical for eCommerce order integration.
POST /Dynamics/GPService/CustomerService.svc Manage customer master records, including creation, updates, and querying customer details in Dynamics GP. Essential for MDM.
POST /Dynamics/GPService/InventoryService.svc Access and modify inventory item master data, quantities, and pricing in Dynamics GP. Vital for real-time inventory synchronization.
POST /Dynamics/GPService/VendorService.svc Create, update, and retrieve vendor master records for accounts payable in Dynamics GP. Supports procure-to-pay automation.
POST /Dynamics/GPService/POPService.svc Manage Purchase Order Processing (POP) documents, including purchase orders and receipts within Dynamics GP.
POST /Dynamics/GPService/GLService.svc Post general ledger transactions and retrieve account balances in Dynamics GP. Used for financial consolidation.

⚡ Transformation Logic

  • Standardization: Ensure consistent formats for addresses, dates, and phone numbers.
  • Lookup Tables: Map disparate codes (e.g., GP Salesperson ID to E9 SalesRepCode, GP Item Class to E9 Part Class).
  • Concatenation/Splitting: Combine or split fields as required (e.g., First Name + Last Name into Full Name).
  • Conditional Logic: Apply different mappings or transformations based on data values (e.g., if E9 OrderStatus is 'Shipped', update GP SOP status to 'Fulfilled').
  • Data Enrichment: Add missing data using external lookups or calculated values.
  • Currency Conversion: Automatically convert amounts between different currencies if both ERPs operate in multiple currencies.

🛡️ Error Handling

  • API Downtime: One ERP's API is temporarily unavailable. iPaaS retries with backoff.
  • Data Validation Failure: Incoming data from GP does not meet E9's schema requirements (e.g., missing required field). Data is quarantined for review.
  • Business Logic Error: A custom rule fails (e.g., attempting to allocate inventory that doesn't exist). Alert is sent.
  • Duplicate Record: Attempting to create a customer in E9 that already exists. iPaaS uses external ID for upsert or flags as conflict.
  • Authentication Failure: Credentials expire or are incorrect. Alert and retry with fresh token if applicable.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ Why integrate Dynamics GP and Epicor E9 instead of replacing one?
Many organizations have significant investments in both Dynamics GP and Epicor E9, with each serving distinct, critical functions. Replacing an entire ERP is a massive undertaking. Integration allows you to leverage the strengths of both systems, bridge their functional gaps, and achieve a unified operational view without the cost and disruption of a full replacement.

Technical FAQs

▸ What are the primary integration methods for Dynamics GP and Epicor E9?
For Dynamics GP, we primarily leverage Web Services and eConnect APIs. For Epicor E9, this involves Service Connect, custom APIs, or RESTful endpoints. Our iPaaS abstracts these complexities, providing a unified, secure, and robust layer for communication between both ERPs.

AI Capabilities FAQs

▸ How does AI enhance the Dynamics GP and Epicor E9 integration?
AI significantly boosts integration efficiency and accuracy. It assists with auto-mapping fields, suggests transformation rules, detects anomalies in data flows (e.g., suspicious transactions, data discrepancies), and provides intelligent insights for faster error resolution and proactive monitoring. This reduces manual effort and improves data quality.

Data Synchronization FAQs

▸ Can I synchronize master data (Customers, Vendors, Items) bidirectionally?
Absolutely. Our solution is designed for robust bidirectional synchronization of master data entities like Customer, Vendor, and Item/Part. We implement Master Data Management (MDM) best practices, including deduplication logic and conflict resolution strategies, to ensure a single source of truth across both Dynamics GP and Epicor E9.

Customization FAQs

▸ How do you handle custom fields and specific business logic in the integration?
Our low-code iPaaS provides extensive customization capabilities. You can easily map custom fields from both Dynamics GP and Epicor E9 using the visual designer. Our powerful rules engine allows you to define complex conditional logic and custom business rules without coding, ensuring the integration perfectly aligns with your unique operational requirements.

Performance FAQs

▸ What kind of performance can I expect for high-volume transactions?
The integration is optimized for high performance. The iPaaS employs strategies like batch processing for large data sets, intelligent caching of static data, parallel processing of workflows, and asynchronous messaging. This minimizes the load on Dynamics GP and Epicor E9 APIs, ensuring efficient handling of high transaction volumes without compromising system responsiveness.

Security & Compliance FAQs

▸ Is the integration secure and compliant with regulations?
Security and compliance are paramount. We adhere to industry standards like ISO 27001, SOC 2, GDPR, and PCI DSS. All data is encrypted in transit (TLS 1.2+) and at rest. We implement least-privilege access, secure credential management, data masking for PII, and comprehensive audit trails to ensure your Dynamics GP and Epicor E9 data is always protected and compliant.

Error Handling FAQs

▸ How does the iPaaS handle errors and data discrepancies?
Our iPaaS features robust error handling, including automated retries for transient issues, dead-letter queues for failed messages, and real-time alerts. AI-powered anomaly detection identifies discrepancies, and our platform provides centralized dashboards for monitoring and tools for easy investigation and reprocessing of problematic transactions, ensuring no data is lost.
Pricing

Simple, transparent pricing for Dynamics GP + Epicor E9.

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 GP + Epicor E9 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