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Unify Your ERP Ecosystem: Seamless Dynamics GP & Epicor Kinetic Integration

Break down data silos, automate critical workflows, and achieve a single source of truth across Dynamics GP and Epicor Kinetic with our AI-powered iPaaS.

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The Challenge

The Challenge of Disconnected ERPs: Dynamics GP & Epicor Kinetic in Silos

Operating Dynamics GP and Epicor Kinetic as independent systems creates significant operational inefficiencies, data discrepancies, and hinders comprehensive business intelligence. Without a robust integration, organizations face a myriad of challenges that impact productivity, profitability, and strategic decision-making.

  • Manual data entry leading to errors and delays.
  • Lack of real-time visibility across financial and operational data.
  • Inconsistent master data (Customer, Vendor, Item/Part) across systems.
  • Slow and labor-intensive financial close processes.
  • Difficulty in consolidating reports and gaining a holistic business view.
  • Struggles with compliance and auditability due to fragmented data.
Integration Diagram
Solution Illustration
The Solution

The Unified ERP Solution: Integrating Dynamics GP and Epicor Kinetic with a Modern iPaaS

Our powerful iPaaS platform provides the intelligent bridge to connect Dynamics GP and Epicor Kinetic, transforming your disparate ERPs into a harmonized, efficient, and intelligent operational backbone. We enable bi-directional data flow, automated workflows, and robust data governance for unparalleled business agility.

  • Pre-built connectors for Dynamics GP and Epicor Kinetic APIs.
  • Visual, drag-and-drop workflow designer for rapid integration.
  • AI-powered data mapping and transformation engine.
  • Real-time event-driven architecture for instant data synchronization.
  • Comprehensive error handling and monitoring dashboards.
Implementation Timeline

Go live with Dynamics GP + Epicor Kinetic 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 Kinetic, 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 Kinetic 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 and Epicor Kinetic APIs.
  • Visual, drag-and-drop workflow designer for rapid integration.
  • AI-powered data mapping and transformation engine.
  • Real-time event-driven architecture for instant data synchronization.
  • Comprehensive error handling and monitoring dashboards.
  • Scalable cloud-native platform for high-volume transactions.

Technical Integration Details: Dynamics GP and Epicor Kinetic

Our iPaaS provides a robust and secure framework for connecting Dynamics GP and Epicor Kinetic. We leverage the strengths of each system's API to ensure reliable, high-performance data exchange, supported by advanced features for data governance and error management.

Data Flow Steps

Authentication & Connection: Establish secure, authenticated connections to Dynamics GP (via Web Services using Windows Auth/Service Accounts or eConnect for direct .NET calls) and Epicor Kinetic (via OAuth 2.0 with Client ID/Secret).

Event Triggering/Polling: Configure event listeners (webhooks for Kinetic, polling for GP database changes or specific API calls) to detect new or updated records in the source system.

Data Extraction: Extract relevant data payloads from the source system's APIs or databases.

Data Transformation & Mapping: Utilize the iPaaS's visual mapping canvas and AI-assisted tools to transform source data into the target system's schema. This includes data cleansing, standardization, and applying business logic.

Data Validation: Implement pre-posting validation rules to ensure data integrity and compliance with target system requirements (e.g., required fields, data types, referential integrity).

Target System API Call: Invoke the appropriate target system API endpoint (e.g., Epicor Kinetic SalesOrderSvc, Dynamics GP SOPService.svc) to create or update records.

Error Handling & Retry: Implement comprehensive error handling with configurable retry policies (e.g., exponential backoff) for transient errors and dead-letter queues for persistent issues.

Logging & Monitoring: Log all integration activities, data payloads, and error messages to a centralized dashboard for real-time monitoring and auditability.

Status Updates: Propagate status updates or IDs back to the source system or a central data store as needed.

Data Touchpoints

Dynamics GP: Sales Order (SOPHDRWORK, SOPLINEWORK), Customer (RM00101), Item (IV00101), Vendor (PM00200), Purchase Order (POP10100), Payables Transaction (PM10000), General Ledger Transaction (GL20000/GL30000), Payment (PM10300/RM10101).
Epicor Kinetic: Customer, Sales Order, Part (Product), Purchase Order, Vendor, AP Invoice, AR Invoice, Job Header (Production Order), GL Journal Entry, Ship Head.

"The integration flows typically involve an event or scheduled trigger in either Dynamics GP or Epicor Kinetic. Data is extracted, passes through the iPaaS for transformation and validation, then is written to the target ERP using its respective APIs. Comprehensive logging and error handling are integral to every step."

Pricing

Simple, transparent pricing for Dynamics GP + Epicor Kinetic.

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 Entity Synchronization & Mapping

Seamless integration relies on precise mapping of core business entities between Dynamics GP and Epicor Kinetic. Our iPaaS facilitates this with visual tools, AI assistance, and robust transformation capabilities to ensure data integrity and consistency.

Customer

Harmonizing customer master data is crucial for consistent sales, invoicing, and reporting across both ERPs.

Dynamics GP Fields

CUSTNMBR CUSTNAME CUSTCLAS ADRSCODE ADDRESS1 CITY STATE ZIPCODE PHONE1 EMAIL CUSTTYPE

Epicor Kinetic Fields

CustNum (PK) CustID (Unique ID) Name Address1 City State Zip PhoneNum EmailAddress CreditLimit CustomerType

Mapping Notes

Map `CUSTNMBR` to `CustID` for primary matching. Handle bill-to/ship-to addresses carefully, often requiring separate child entities or custom fields. AI can suggest fuzzy matching for deduplication.

Next Steps

See Dynamics GP + Epicor Kinetic 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 Fulfillment & Financial Posting

Synchronize eCommerce sales orders (e.g., from Shopify, Magento) into Epicor Kinetic for operational fulfillment and then automatically post relevant financial data (invoices, GL entries) to Dynamics GP for accounting.

Integration Steps:

  1. 0 Customer places an order on eCommerce platform.
  2. 1 Order lands in Epicor Kinetic as a Sales Order.
  3. 2 Epicor Kinetic processes fulfillment (inventory allocation, shipping).
  4. 3 Upon shipment/invoicing in Kinetic, iPaaS triggers a Sales Order (SOPHDRWORK) and/or AR Invoice (RM10101) creation in Dynamics GP.
  5. 4 Payment data from eCommerce/Kinetic is posted as a Payment (RM10101) in Dynamics GP.
  6. 5 Real-time inventory updates from Kinetic propagate back to eCommerce.

Business Outcome

Rapid order processing, accurate inventory, timely invoicing, and reduced manual reconciliation of sales data.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Order-to-Cash Cycle
Automate the flow of sales orders and invoices between Epicor Kinetic and Dynamics GP, reducing manual data entry and processing time.
Enhanced Data Accuracy & Consistency
Achieve a single source of truth for critical master data (Customer, Vendor, Item/Part) across both ERPs, eliminating discrepancies.
Streamlined Financial Operations
Automate GL journal entries, payables, and receivables synchronization, leading to faster financial closes and improved reconciliation.
Increased Operational Efficiency
Eliminate manual data re-entry and reconciliation tasks, freeing up valuable staff time for higher-value activities.
Real-time Business Visibility
Gain a comprehensive, up-to-date view of your entire business operations by unifying data from both Dynamics GP and Epicor Kinetic.
Lower Total Cost of Ownership (TCO)
Reduce IT development and maintenance costs with a low-code iPaaS, and minimize operational costs associated with manual processes.
Improved Compliance & Auditability
Maintain detailed audit trails of all data movements and transformations, ensuring regulatory compliance and simplified audits.
✨

Accelerated Order-to-Cash Cycle

30% Faster Order Processing

📋 What You Get

Automate the flow of sales orders and invoices between Epicor Kinetic and Dynamics GP, reducing manual data entry and processing time.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Order Processing, 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 in Dynamics GP.
POST /Dynamics/GPService/CustomerService.svc Manage customer master records, including creation, updates, and querying customer details in Dynamics GP.
POST /Dynamics/GPService/InventoryService.svc Access and modify inventory item master data, quantities, and pricing in Dynamics GP.
POST /Dynamics/GPService/VendorService.svc Create, update, and retrieve vendor master records for accounts payable in Dynamics GP.
POST /Dynamics/GPService/POPService.svc Manage Purchase Order Processing (POP) documents, including purchase orders and receipts in Dynamics GP.
POST /Dynamics/GPService/GLService.svc Post general ledger transactions and retrieve account balances in Dynamics GP.

⚡ Transformation Logic

  • Data Type Conversion: Automatically convert data types (e.g., string to decimal, date formats).
  • Field Concatenation/Splitting: Combine first and last names, or split full addresses into components.
  • Lookup Tables: Translate codes (e.g., payment terms, GL account segments) between systems using configurable lookup tables.
  • Conditional Logic: Apply different transformations based on data values (e.g., if customer type is 'Wholesale', apply special pricing).
  • Default Values: Assign default values for missing fields.
  • Calculations: Perform arithmetic operations (e.g., calculate extended price, apply discounts).
  • AI-Suggested Rules: AI analyzes data patterns to suggest optimal transformation rules, like standardizing phone numbers or addresses.

🛡️ Error Handling

  • Data Validation Failure: Missing required fields, incorrect data types (e.g., text in a numeric field).
  • Referential Integrity Issues: Attempting to create a Sales Order with a non-existent Customer ID.
  • API Rate Limit Exceeded: Too many requests to Epicor Kinetic within a time window.
  • Network/Connectivity Issues: Temporary loss of connection to Dynamics GP or Epicor Kinetic.
  • Business Logic Violation: Attempting to post a negative inventory quantity.
  • System-Specific Errors: Unique error codes returned by Dynamics GP eConnect or Kinetic APIs.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why integrate Dynamics GP and Epicor Kinetic?
Integrating Dynamics GP and Epicor Kinetic eliminates data silos, automates manual processes, ensures data consistency for master data (Customer, Vendor, Item/Part), and provides a unified view of financial and operational data. This is crucial for businesses running both ERPs for different functions or during a phased migration.

Technical FAQs

▸ What are the primary integration methods for Dynamics GP?
Dynamics GP primarily offers integration through eConnect (a set of .NET libraries), Dynamics GP Web Services (SOAP-based for common business objects), and direct SQL access. Our iPaaS leverages eConnect and Web Services for robust, API-first integration.
▸ What kind of APIs does Epicor Kinetic offer for integration?
Epicor Kinetic provides a comprehensive set of RESTful APIs, often leveraging OData standards. These APIs allow for programmatic access to most core business objects (e.g., Sales Orders, Parts, Customers, Invoices) for creation, retrieval, updates, and deletion.

Development FAQs

▸ Can I use low-code/no-code tools for this integration?
Absolutely. Our iPaaS is a low-code/no-code platform, allowing business analysts and citizen integrators to visually design, build, and deploy complex workflows between Dynamics GP and Epicor Kinetic without extensive coding, significantly accelerating development.

AI FAQs

▸ How does AI enhance Dynamics GP and Epicor Kinetic integrations?
AI enhances integrations by automating complex tasks like intelligent data mapping, anomaly detection in financial transactions, suggesting optimal business rules, and even assisting in auto-generating integration flows. This leads to higher data quality, reduced errors, and more efficient operations.

Security FAQs

▸ How is data security handled during integration?
Security is paramount. We use encrypted connections (TLS 1.2+), OAuth 2.0 for Kinetic and secure service accounts for GP, adhere to the principle of least privilege, store credentials securely in an encrypted vault, and maintain comprehensive audit trails. Our platform is compliant with industry standards like ISO 27001 and SOC 2.

Customization FAQs

▸ What if my Dynamics GP or Epicor Kinetic instance has customizations?
Our iPaaS is designed to handle customizations. It can access custom fields (UDFs) in both systems via their respective APIs and allows for custom transformation logic to incorporate your unique business rules. Sandbox environments ensure these customizations are fully tested before production.

Lifecycle Management FAQs

▸ How do I manage different integration environments (Dev, QA, Prod)?
Our iPaaS supports robust environment promotion pipelines. You can develop and test integrations in separate Development and QA environments, with version control and rollback capabilities, before promoting them to Production, ensuring stability and minimizing risks.
Pricing

Simple, transparent pricing for Dynamics GP + Epicor Kinetic.

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 Kinetic 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