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Unify Dynamics GP & Sage X3: Drive ERP Synergy with AI & Low-Code Automation

Break down data silos, automate critical business processes, and achieve real-time visibility across your financial and operational landscapes.

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The Challenge

The Challenge: Siloed Operations & Manual Data Across Dynamics GP & Sage X3

While both Dynamics GP and Sage X3 are robust ERPs, operating them in isolation or with fragmented point-to-point integrations creates significant operational hurdles. Businesses often face inefficiencies, data discrepancies, and delayed insights when critical information doesn't flow seamlessly between these core systems.

  • Manual Data Entry & Duplication: Re-keying customer, vendor, sales order, or GL data between GP and X3 leads to errors, delays, and wasted resources.
  • Inconsistent Master Data: Customer and Item/Product master data discrepancies across systems hinder accurate reporting, sales, and inventory management.
  • Delayed Financial Close: Manual reconciliation of sub-ledger entries from GP into X3, or vice-versa, prolongs the financial close cycle and introduces risk.
  • Lack of Real-time Visibility: Critical operational data (e.g., inventory levels from GP, order status in X3) isn't synchronized in real-time, leading to overselling or inefficient fulfillment.
  • Complex & Fragile Integrations: Custom-coded point-to-point integrations are expensive to build, difficult to maintain, and prone to breaking with system updates.
  • Compliance & Audit Challenges: Without robust, auditable data flows, ensuring compliance for financial transactions between systems becomes complex and risky.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent iPaaS for Dynamics GP & Sage X3 Synergy

Our AI-powered iPaaS provides a unified, low-code platform to seamlessly connect Dynamics GP and Sage X3, transforming your ERP landscape into a cohesive, automated ecosystem. We bridge the gap between GP's diverse functionalities (e.g., eCommerce order capture, specific sub-ledgers) and Sage X3's powerful accounting and ERP capabilities, ensuring real-time data flow and process orchestration.

  • Bi-directional Data Synchronization: Keep key entities like Customers, Vendors, Sales Orders, and GL Transactions consistent across both systems.
  • End-to-End Workflow Automation: Automate complex processes from order entry to cash, and procure-to-pay, spanning both ERPs.
  • AI-Powered Data Mapping & Validation: Leverage AI to intelligently suggest field mappings, detect anomalies, and ensure data quality before it enters either system.
  • Low-Code/No-Code Integration Design: Visually build, deploy, and manage integration workflows without extensive coding, empowering business users and accelerating time-to-market.
  • Real-time & Event-Driven Processing: Move beyond batch updates with immediate data synchronization triggered by events in either Dynamics GP or Sage X3.
Implementation Timeline

Go live with Dynamics GP + 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 GP 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 GP + 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

  • Bi-directional Data Synchronization: Keep key entities like Customers, Vendors, Sales Orders, and GL Transactions consistent across both systems.
  • End-to-End Workflow Automation: Automate complex processes from order entry to cash, and procure-to-pay, spanning both ERPs.
  • AI-Powered Data Mapping & Validation: Leverage AI to intelligently suggest field mappings, detect anomalies, and ensure data quality before it enters either system.
  • Low-Code/No-Code Integration Design: Visually build, deploy, and manage integration workflows without extensive coding, empowering business users and accelerating time-to-market.
  • Real-time & Event-Driven Processing: Move beyond batch updates with immediate data synchronization triggered by events in either Dynamics GP or Sage X3.
  • Centralized Monitoring & Error Handling: Gain complete visibility into integration health with dashboards, automated alerts, and intelligent retry mechanisms.
  • Robust Security & Compliance: Ensure secure data transmission, access controls, and comprehensive audit trails for all integration activities.

Technical Integration Details: Connecting Dynamics GP & Sage X3

Our iPaaS provides the robust framework to facilitate seamless data exchange between Dynamics GP and Sage X3. Leveraging a combination of API-first strategies, event-driven architecture, and intelligent transformation, we ensure high-performance, secure, and auditable integration flows.

Data Flow Steps

Connectivity & Authentication: Establish secure connections to Dynamics GP via Web Services (SOAP) or eConnect, and to Sage X3 via its RESTful APIs (OAuth2/API Keys).

Trigger Configuration: Define events in either system (e.g., new Sales Order in GP, updated Customer in X3) that initiate integration workflows. Polling mechanisms are used where eventing is not native.

Data Extraction: Extract relevant data from the source system, ensuring only necessary fields are retrieved to optimize performance.

Data Transformation & Harmonization: Apply low-code transformation rules, data cleansing, and AI-assisted mapping to convert source data into the target system's required format and schema.

Validation: Implement pre-posting validation rules (AI-augmented) to ensure data integrity and prevent errors in the target system.

Data Loading: Post transformed and validated data to the target system via its respective APIs.

Error Handling & Notification: Implement robust retry logic, dead-letter queues, and automated alerts for any failed transactions.

Logging & Monitoring: Comprehensive logging of all integration activities for auditability and real-time performance monitoring.

Data Touchpoints

Customer Master Data (GP RM00101 <-> X3 Customer)
Vendor Master Data (GP PM00200 <-> X3 Vendor)
Sales Orders (GP SOPHDRWORK <-> X3 Sales Order)
Purchase Orders (GP POP10100 <-> X3 Purchase Order)
Inventory/Product Data (GP IV00101 <-> X3 Product/Inventory)
General Ledger Transactions (GP GL20000/GL30000 <-> X3 General Ledger Entry)
Payments (GP PM10300/RM10101 <-> X3 Payment)
Invoices (GP PM10000 <-> X3 Invoice)

"Dynamics GP <-> iPaaS <-> Sage X3. Data flows bi-directionally, triggered by events or schedules. The iPaaS acts as the central hub, providing connectors, mapping, transformation, and orchestration layers between the two ERP systems. AI assists in mapping and validation, while low-code tools enable visual workflow design."

Pricing

Simple, transparent pricing for Dynamics GP + 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 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 & Sage X3

Our iPaaS facilitates comprehensive, field-level mapping for critical business entities, ensuring data consistency and integrity across Dynamics GP and Sage X3. AI-assisted mapping reduces manual effort and improves accuracy.

Customer

Synchronize customer master records to ensure a unified view for sales, billing, and reporting across both ERPs.

Dynamics GP Fields

CUSTNMBR CUSTNAME ADRSCODE ADDRESS1 CITY STATE ZIPCODE PHONE1 EMAIL CUSTCLAS PYMTRMID

Sage X3 Fields

Customer ID Customer Name Address (Billing, Shipping) Contact Information (Email, Phone) Payment Terms Customer Group

Mapping Notes

Requires careful mapping of address types (Bill-To/Ship-To) and payment terms. Deduplication logic is essential when creating new customers in the target system. GP's 'CUSTCLAS' can map to X3's 'Customer Group'.

Next Steps

See Dynamics GP + 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 eCommerce Order Processing

Seamlessly transfer sales orders from an eCommerce platform (feeding into Dynamics GP) to Sage X3 for comprehensive financial management, inventory updates, and fulfillment.

Integration Steps:

  1. 0 New Sales Order created in Dynamics GP from eCommerce.
  2. 1 iPaaS triggers creation of Sales Order in Sage X3, mapping customer and item details.
  3. 2 Sage X3 updates inventory levels and initiates fulfillment.
  4. 3 Shipment tracking from Sage X3 updates status in Dynamics GP and eCommerce.
  5. 4 Invoice generated in Sage X3 and synchronized back to Dynamics GP (optional for AR purposes).

Business Outcome

Real-time inventory accuracy, faster order-to-cash cycle, reduced manual order entry errors, enhanced customer experience.

Frequency

Real-time

Business Value

Key Integration Benefits

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

Enhance Operational Efficiency
Automate manual data entry and reconciliation tasks between Dynamics GP and Sage X3, freeing up your team to focus on strategic initiatives.
Achieve Real-time Data Accuracy
Ensure consistent and accurate data for Customers, Vendors, Inventory, and GL across both ERPs, eliminating discrepancies and improving decision-making.
Accelerate Financial Close
Streamline GL entry synchronization and automated reconciliation, significantly reducing the time and effort required for month-end and year-end closes.
Boost Customer & Vendor Satisfaction
Improve order fulfillment speed, provide accurate inventory information, and ensure timely payments, leading to better experiences for all stakeholders.
Reduce IT Overhead & Costs
Leverage low-code tools and AI-assisted development to build and maintain integrations more efficiently, lowering development and maintenance costs.
Ensure Compliance & Auditability
Maintain comprehensive audit trails for all data movements and transformations, simplifying compliance efforts and risk management.
✨

Enhance Operational Efficiency

30-50% Reduction in Manual Effort

📋 What You Get

Automate manual data entry and reconciliation tasks between Dynamics GP and Sage X3, freeing up your team to focus on strategic initiatives.

💼 Business Impact

This benefit directly contributes to 30-50% improvement in Reduction in Manual Effort, 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.
POST /Dynamics/GPService/CustomerService.svc Manage customer master records, including creation, updates, and querying customer details.
POST /Dynamics/GPService/InventoryService.svc Access and modify inventory item master data, quantities, and pricing.
POST /Dynamics/GPService/VendorService.svc Create, update, and retrieve vendor master records for accounts payable.
POST /Dynamics/GPService/POPService.svc Manage Purchase Order Processing (POP) documents, including purchase orders and receipts.
POST /Dynamics/GPService/GLService.svc Post general ledger transactions and retrieve account balances.

⚡ Transformation Logic

  • Data Type Conversion: Convert strings to numbers, dates, or booleans as required by the target system (e.g., GP's date format to X3's).
  • Data Cleansing: Remove leading/trailing spaces, handle null values, standardize text cases.
  • Value Mapping: Translate specific codes (e.g., GP 'SOPTYPE' codes to X3 'Order Type' enums).
  • Concatenation/Splitting: Combine or split fields (e.g., GP 'ADDRESS1', 'ADDRESS2' into X3's single address field).
  • Lookups: Enrich data by looking up related information (e.g., get X3 Product ID based on GP Item Number).
  • Conditional Logic: Apply transformations based on specific conditions (e.g., if GP order type is 'Return', map to X3 'Credit Memo').

🛡️ Error Handling

  • Data Format Mismatch: GP date format not accepted by X3.
  • Missing Mandatory Fields: Sales Order from GP missing a required field for X3.
  • Invalid Reference Data: GP Item Number not found in X3 Product Master.
  • API Rate Limit Exceeded: Too many requests sent to Sage X3 in a short period.
  • System Unavailability: Dynamics GP Web Services or Sage X3 API endpoint temporarily down.
  • Business Logic Violation: Attempting to post a negative inventory adjustment without sufficient stock in X3.
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 Sage X3?
For Dynamics GP, our iPaaS primarily leverages its Web Services (SOAP) and eConnect APIs. For Sage X3, we utilize its comprehensive RESTful APIs and native eventing capabilities. These API-first approaches ensure robust, secure, and efficient data exchange, abstracting the underlying complexity for users.

Connectivity FAQs

▸ Can I integrate Dynamics GP with cloud-based applications like Salesforce or Shopify, and then connect to Sage X3?
Absolutely. Our modern iPaaS is designed to bridge on-premise ERPs like Dynamics GP with cloud-native applications. It can ingest data from cloud systems into GP (e.g., Shopify orders into GP Sales Orders) and then seamlessly orchestrate the flow of that data from GP to Sage X3 (e.g., for financial posting), creating an end-to-end cloud-to-ERP workflow.

Benefits FAQs

▸ How does low-code/no-code automation help with Dynamics GP and Sage X3 integrations?
Low-code/no-code tools empower business analysts and citizen integrators to visually design, modify, and monitor integration workflows without extensive coding. This drastically speeds up development, reduces reliance on IT developers, and allows your teams to rapidly adapt to changing business needs for both Dynamics GP and Sage X3.

AI FAQs

▸ What are the benefits of using AI in Dynamics GP and Sage X3 integrations?
AI enhances integrations by automating complex tasks like suggesting field mappings between GP and X3, intelligently validating data, detecting anomalies in financial transactions (e.g., suspicious GL entries), and providing predictive insights. This leads to higher data quality, proactive issue resolution, and more intelligent automation across both ERPs.

Data Management FAQs

▸ How do I handle data discrepancies and conflicts during Dynamics GP and Sage X3 integration?
Our iPaaS implements robust data validation rules and transformation logic, often AI-augmented, to prevent discrepancies. For unavoidable conflicts, configurable resolution strategies (e.g., 'Master System Wins', 'Last-Write Wins', or 'Manual Review') are applied. Unresolvable issues are routed to a centralized dashboard for human review and reprocessing.

Financial FAQs

▸ Can I automate my Dynamics GP financial close process with data flowing into Sage X3?
Yes. By integrating Dynamics GP (for sub-ledger transactions like payroll, expenses) with Sage X3 (for the core GL and financial reporting) via our iPaaS, you can significantly automate the financial close. This includes automated synchronization of GL entries, reconciliation of bank statements, and intelligent anomaly detection, reducing manual effort and accelerating the close cycle.

Security FAQs

▸ How do I ensure security and compliance for Dynamics GP and Sage X3 integrations?
Security is paramount. We employ encrypted connections (HTTPS/TLS), adhere to least-privilege principles for integration user accounts, secure API keys/credentials in encrypted vaults, implement robust access controls (IP whitelisting), and ensure our iPaaS platform is compliant with relevant security standards (e.g., ISO 27001, SOC 2, GDPR, PCI DSS).

Performance FAQs

▸ How does an iPaaS help with performance when integrating Dynamics GP and Sage X3?
An iPaaS optimizes performance by offloading data transformations from the ERPs, batching high-volume transactions, implementing intelligent retry mechanisms, and enabling asynchronous processing. It also manages API concurrency and can leverage caching for static data, reducing the direct load on both Dynamics GP and Sage X3 and improving overall system responsiveness.
Pricing

Simple, transparent pricing for Dynamics GP + 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 GP + 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