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Unify Dynamics GP & Epicor P21: Intelligent ERP Automation

Break down data silos and drive operational excellence. Connect your Dynamics GP and Epicor P21 systems with a powerful, AI-driven iPaaS to automate critical finance, supply chain, and sales workflows.

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The Challenge

The Challenge of Disconnected ERP Systems

Operating with Dynamics GP and Epicor P21 as separate, siloed systems introduces significant inefficiencies, data discrepancies, and hinders critical business processes. Organizations struggle with manual data entry, delayed reporting, and a lack of real-time visibility across their financial and operational landscapes.

  • Manual data entry between GP and P21 leads to errors and delays.
  • Inaccurate inventory levels cause overselling and stockouts.
  • Lack of real-time financial data slows down decision-making and closes.
  • Customer and vendor master data inconsistencies across systems.
  • Complex, fragmented workflows for order processing and procurement.
  • Compliance risks due to incomplete audit trails and data integrity issues.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for Dynamics GP & Epicor P21

Our iPaaS solution provides a robust, low-code platform to seamlessly connect Dynamics GP and Epicor P21. It orchestrates complex workflows, harmonizes data, and leverages AI to automate and optimize your core business processes, turning your ERPs into a unified, intelligent operational backbone.

  • Bi-directional data synchronization for key entities.
  • Real-time and batch integration capabilities.
  • Visual, drag-and-drop workflow designer.
  • Pre-built connectors for Dynamics GP and Epicor P21.
  • AI-assisted data mapping and anomaly detection.
Implementation Timeline

Go live with Dynamics GP + Epicor P21 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 P21, 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 P21 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional data synchronization for key entities.
  • Real-time and batch integration capabilities.
  • Visual, drag-and-drop workflow designer.
  • Pre-built connectors for Dynamics GP and Epicor P21.
  • AI-assisted data mapping and anomaly detection.
  • Robust error handling and automated retry mechanisms.
  • Centralized monitoring and comprehensive audit trails.
  • Scalable, cloud-native architecture.

Deep Dive into Dynamics GP & Epicor P21 Integration

Our iPaaS provides a robust and flexible framework for integrating Dynamics GP and Epicor P21, leveraging native APIs and best practices to ensure secure, reliable, and high-performance data exchange. This section outlines the technical approach to achieving seamless connectivity.

Data Flow Steps

Connectivity Setup: Securely establish connections to Dynamics GP (via Web Services/eConnect) and Epicor P21 (via REST APIs/Service Connect) using dedicated service accounts with least-privilege access.

Event/Polling Configuration: Configure event listeners (webhooks for P21, smart polling for GP) or scheduled triggers within the iPaaS to detect data changes in source systems.

Data Extraction: Extract relevant data entities (e.g., Sales Order, Customer, Inventory Item) from the source system, optimizing API calls for performance.

Transformation & Validation: Apply pre-defined or AI-suggested transformation rules to normalize data schemas and validate data quality according to target system requirements.

Business Logic & Orchestration: Implement complex business logic, conditional routing, and multi-step workflows to ensure data flows correctly between GP and P21, and any intermediary systems.

Data Loading: Ingest transformed and validated data into the target system via its respective APIs, ensuring transactional integrity.

Error Handling & Monitoring: Implement robust error handling (retries, dead-letter queues, alerts) and provide centralized monitoring for all integration flows.

Deployment & Governance: Utilize Dev-QA-Prod pipelines for controlled deployment and maintain version control for all integration assets.

Data Touchpoints

Dynamics GP: Sales Order (SOPHDRWORK, SOPLINEWORK), Customer (RM00101), Item (IV00101), Vendor (PM00200), Purchase Order (POP10100), Payables Transaction (PM10000), General Ledger Transaction (GL20000), Payment (PM10300, RM10101), Inventory Transfer (IV30300), Employee (UPR00100).
Epicor P21: Customer, Sales Order, Inventory Item, Purchase Order, Vendor, Invoice (Accounts Receivable), Cash Receipt, Shipment, General Ledger (GL) Account, Warehouse.

"Source System (e.g., eCommerce) -> iPaaS Connector (e.g., Shopify) -> iPaaS Workflow (Data Transformation, Validation, AI Anomaly Check) -> Epicor P21 Connector (Sales Order Creation, Inventory Update) -> iPaaS Workflow (Invoice Generation Trigger) -> Dynamics GP Connector (GL Transaction Posting, Customer Update) -> (Bi-directional for Master Data Sync) -> Target System (e.g., Reporting Dashboard)"

Pricing

Simple, transparent pricing for Dynamics GP + Epicor P21.

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 P21

Seamless integration hinges on accurate mapping of common business entities. Our iPaaS provides a visual mapping canvas, augmented by AI, to intelligently connect corresponding fields between Dynamics GP and Epicor P21, ensuring data integrity and consistency.

Customer

Harmonizing customer master records across both ERPs for consistent sales, invoicing, and accounts receivable.

Dynamics GP Fields

CUSTNMBR CUSTNAME CUSTCLAS ADRSCODE ADDRESS1 CITY STATE ZIPCODE PHONE1 EMAIL CUSTTYPE CRLIMIT

Epicor P21 Fields

CustomerID CustomerName Address1 City State Zip PhoneNum Email TaxExempt TermsCode CreditLimit

Mapping Notes

Requires careful consideration for unique customer IDs, address formats, and credit limit synchronization. Often involves 'bill-to' and 'ship-to' addresses. Deduplication logic is crucial.

Next Steps

See Dynamics GP + Epicor P21 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 Sales Order to Fulfillment & Finance

A customer places an order on your eCommerce site. The iPaaS captures the order, creates/updates the customer and sales order in Epicor P21 for fulfillment, and updates inventory. Upon shipment from P21, the iPaaS triggers invoice creation in P21 and posts the corresponding GL entry and payment application to Dynamics GP, ensuring financial records are always current.

Integration Steps:

  1. 0 eCommerce order received.
  2. 1 iPaaS creates Customer/Sales Order in Epicor P21.
  3. 2 P21 allocates inventory and processes fulfillment.
  4. 3 Shipment confirmation from P21 to iPaaS.
  5. 4 iPaaS creates Invoice in P21 and posts GL Transaction (revenue, COGS) in Dynamics GP.
  6. 5 Payment gateway confirmation posted as Cash Receipt in P21 and applied to GL in GP.

Business Outcome

Real-time order processing, accurate inventory, accelerated invoicing and payment posting, improved customer satisfaction.

Frequency

Real-time

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 from capture to fulfillment in P21 and financial posting in GP, drastically reducing processing times and accelerating revenue recognition.
Real-time Inventory Accuracy
Synchronize inventory levels between Epicor P21 and Dynamics GP in real-time, preventing overselling, optimizing stock, and enhancing customer satisfaction.
Unified Financial & Operational View
Gain a consolidated view of your financial health, sales performance, and supply chain operations by eliminating data silos between both ERPs.
Reduced Manual Effort & Errors
Automate manual data entry and reconciliation tasks between Dynamics GP and Epicor P21, minimizing human error and freeing up staff for strategic initiatives.
Faster Financial Close
Streamline GL postings, payment applications, and reconciliation processes with intelligent automation, accelerating your monthly and quarterly financial closes.
Enhanced Data Governance & Compliance
Establish a single source of truth for master data and maintain comprehensive audit trails, ensuring data integrity and simplifying compliance efforts.
✨

Accelerated Order-to-Cash Cycle

30-50% Faster Order Processing

📋 What You Get

Automate the flow of sales orders from capture to fulfillment in P21 and financial posting in GP, drastically reducing processing times and accelerating revenue recognition.

💼 Business Impact

This benefit directly contributes to 30-50% 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 in Dynamics GP, including creation, updates, and querying customer details.
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: Convert numeric strings to integers, date formats, etc.
  • Field Concatenation/Splitting: Combine first/last names, split addresses.
  • Lookup & Enrichment: Populate fields based on lookup tables or external data sources.
  • Conditional Logic: Apply different mappings or values based on specific data criteria (e.g., 'If CustomerType=Wholesale, then apply special pricing').
  • Unit of Measure (UOM) Conversion: Translate UOMs between systems if they differ.
  • Currency Conversion: Handle multi-currency transactions if applicable.

🛡️ Error Handling

  • API rate limits exceeded (handled by automatic throttling and retries).
  • Data validation failures (routed to dead-letter queue, human review).
  • Network connectivity issues (automatic retries with backoff).
  • Authentication failures (alerts, secure credential update required).
  • Business logic conflicts (escalated for manual resolution with context).
Support & Information

Frequently Asked Questions

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

Technical FAQs

▸ What are the primary integration methods available for Dynamics GP and Epicor P21?
For Dynamics GP, we primarily leverage Web Services and eConnect APIs. For Epicor P21, we utilize its REST APIs and Epicor Service Connect. Our iPaaS abstracts these complexities, providing robust, API-first integration for both ERPs. Direct database access is generally avoided in modern integrations to maintain data integrity and leverage business logic.

Workflows FAQs

▸ Can I achieve real-time inventory and order synchronization between GP and P21?
Absolutely. With our iPaaS, real-time synchronization of inventory levels and sales orders is a core capability. By utilizing webhooks from Epicor P21 (for sales orders and inventory changes) and smart polling/event detection for Dynamics GP, we ensure your stock levels are always accurate and orders flow instantly for fulfillment and financial posting.

AI Capabilities FAQs

▸ How does AI enhance the Dynamics GP and Epicor P21 integration?
AI significantly augments the integration by providing intelligent mapping suggestions, automating data validation, detecting anomalies in financial transactions or inventory, and even suggesting resolutions for common errors. This leads to higher data quality, reduced manual effort, and proactive identification of issues, accelerating your financial close and improving operational insights.

Customization FAQs

▸ What if my Dynamics GP or Epicor P21 instance has custom fields or unique business logic?
Our iPaaS is designed for flexibility. It fully supports custom fields from both Dynamics GP and Epicor P21, allowing for visual mapping and transformation. For unique business logic, our low-code workflow designer and rules engine enable you to embed complex conditional logic directly into your integration flows, ensuring your specific business requirements are met without custom code.

Security FAQs

▸ How do you ensure data security and compliance during integration?
Security is paramount. We employ end-to-end encryption (TLS 1.2+ in transit, AES-256 at rest), use dedicated service accounts with least-privilege access, and implement secure credential management. Our platform is compliant with industry standards like ISO 27001, SOC 2, GDPR, CCPA, and PCI DSS, ensuring your sensitive financial and customer data is always protected and auditable.

Implementation FAQs

▸ Can I manage different environments (Dev, QA, Prod) for my integrations?
Yes, our iPaaS provides robust environment management capabilities. You can develop and test your Dynamics GP and Epicor P21 integrations in separate Development and QA sandboxes, then promote them to Production through controlled deployment pipelines. This ensures rigorous testing, version control, and minimizes risks to your live ERP systems.

Error Handling FAQs

▸ What happens if an integration fails? How are errors handled?
Our platform has a multi-tiered error handling strategy. It includes automatic retries with exponential backoff for transient errors, routing persistent errors to a 'dead-letter queue' for manual review, and real-time alerts to relevant teams. AI also helps classify errors and can even suggest common resolutions, ensuring no data is lost and issues are resolved quickly.

Financial FAQs

▸ How does this integration solution help with financial reconciliation and close processes?
By automating the flow of financial transactions (invoices, payments, GL entries) between Epicor P21 and Dynamics GP, you can significantly reduce manual reconciliation efforts. Our solution can integrate with banking systems and payment gateways, automatically posting cash receipts and aiding in bank statement reconciliation, thus accelerating your financial close process and improving accuracy.
Pricing

Simple, transparent pricing for Dynamics GP + Epicor P21.

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 P21 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