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Unify Your ERP: Seamless Dynamics NAV & Epicor E10 Integration

Break down data silos, automate critical workflows, and achieve real-time operational visibility by connecting Dynamics NAV with Epicor E10 through intelligent iPaaS.

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The Challenge

The Challenge: Disconnected Operations Between Dynamics NAV & Epicor E10

Running critical business functions across two distinct ERP systems like Dynamics NAV and Epicor E10 creates inherent inefficiencies. Without a robust integration layer, organizations face significant operational bottlenecks and data integrity issues.

  • Manual data entry leading to errors and delays between systems.
  • Inconsistent customer, vendor, and product master data across NAV and E10.
  • Lack of real-time visibility into inventory, orders, and financial status.
  • Complex and time-consuming reconciliation processes for accounting and procurement.
  • Delayed reporting and inaccurate analytics due to fragmented data.
  • High operational costs associated with redundant processes and manual interventions.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent iPaaS Integration for Dynamics NAV & Epicor E10

Our intelligent iPaaS platform provides a comprehensive, low-code solution to seamlessly integrate Dynamics NAV and Epicor E10. By leveraging advanced API connectors, AI-driven mapping, and event-driven architecture, we enable real-time data synchronization and automated workflows across your entire business.

  • Pre-built, configurable connectors for Dynamics NAV (OData/SOAP) and Epicor E10 (RESTful ICE APIs).
  • Visual drag-and-drop workflow designer for rapid integration development.
  • AI-assisted data mapping and transformation engine.
  • Event-driven architecture for real-time data synchronization.
  • Robust error handling, monitoring, and alerting.
Implementation Timeline

Go live with Dynamics NAV + Epicor E10 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 NAV and Epicor E10, 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 NAV + Epicor E10 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, configurable connectors for Dynamics NAV (OData/SOAP) and Epicor E10 (RESTful ICE APIs).
  • Visual drag-and-drop workflow designer for rapid integration development.
  • AI-assisted data mapping and transformation engine.
  • Event-driven architecture for real-time data synchronization.
  • Robust error handling, monitoring, and alerting.
  • Centralized governance and lifecycle management for all integrations.
  • Scalable cloud-native platform to support high transaction volumes.

Dynamics NAV & Epicor E10: Technical Integration Details

Our iPaaS provides a robust integration framework, connecting Dynamics NAV's Web Services (OData/SOAP) with Epicor E10's RESTful ICE APIs. This architecture supports both real-time event-driven workflows and scheduled batch processes, ensuring data integrity and high performance.

Data Flow Steps

Secure Connection: Establish authenticated connections to Dynamics NAV Web Services and Epicor E10 RESTful APIs using dedicated service accounts and secure credential management.

Event Listener/Polling: Configure iPaaS to listen for events from Epicor E10 BPMs (Business Process Management) or poll Dynamics NAV OData feeds for changes (e.g., new Sales Orders, inventory updates).

Data Extraction: Extract relevant data payloads from the source system, ensuring efficient query structures to minimize load.

Intelligent Mapping & Transformation: Apply AI-assisted data mapping and low-code transformation rules to harmonize disparate schemas (e.g., `NAV Customer No.` to `E10 CustNum`), validate data quality, and enrich data where necessary.

Business Logic & Orchestration: Design multi-step workflows with conditional logic, error handling, and parallel processing to orchestrate complex business processes (e.g., create customer, then create sales order, then update inventory).

Data Loading: Insert or update records in the target system via its respective API, utilizing batching where supported for efficiency.

Error Handling & Monitoring: Implement comprehensive error handling, logging, retry mechanisms, and real-time alerts. Monitor integration health and performance via centralized dashboards.

Feedback Loop: Optionally, update the source system with status or reference IDs from the target system (e.g., Epicor E10 `OrderNum` back to NAV `Sales Order` for tracking).

Data Touchpoints

Customer Master Data (NAV Customer <=> E10 Customer)
Vendor Master Data (NAV Vendor <=> E10 Vendor)
Item/Part Master Data (NAV Item <=> E10 Part/Product)
Sales Orders (NAV Sales Order <=> E10 Sales Order)
Purchase Orders (NAV Purchase Order <=> E10 Purchase Order)
Inventory Levels (NAV Item.Inventory <=> E10 PartQty)
Sales Invoices (NAV Sales Invoice <=> E10 Sales Invoice)
AP Invoices (NAV General Ledger Entry <=> E10 AP Invoice)
Payments/Cash Receipts (NAV Payment <=> E10 AP/AR Transactions)
Shipments (NAV Shipment <=> E10 Shipment)

"Dynamics NAV (Source) --[Event/Polling]--> iPaaS --[Transform/Validate]--> Epicor E10 (Target) --[API Write]--> Epicor E10 (Confirmation) --[API Read]--> iPaaS --[Update]--> Dynamics NAV (Feedback)"

Pricing

Simple, transparent pricing for Dynamics NAV + Epicor E10.

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 NAV

Integrating Dynamics NAV 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 NAV and Epicor E10

Seamless integration hinges on accurate mapping and transformation of core business entities. Our iPaaS provides visual tools and AI assistance to harmonize the data models of Dynamics NAV and Epicor E10, ensuring consistency and integrity.

Customer

Synchronizes customer records critical for sales, invoicing, and CRM across both ERPs.

Dynamics NAV Fields

No. Name Address City Post Code Country/Region Code Phone No. E-Mail Currency Code Customer Posting Group Gen. Bus. Posting Group

Epicor E10 Fields

CustNum (Epicor ID) CustID (External/User-defined ID) Name Address1 City State Zip Country PhoneNum EmailAddress TermsCode SalespersonCode

Mapping Notes

NAV's 'No.' often maps to E10's 'CustID' (user-defined external ID), while E10's internal 'CustNum' is auto-generated. Address formats may require transformation (e.g., combining NAV 'Address' fields into E10 'Address1', 'Address2'). 'Customer Posting Group' and 'Gen. Bus. Posting Group' in NAV need to align with E10's financial segments or be derived from E10 'TermsCode'.

Next Steps

See Dynamics NAV + Epicor E10 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 Automation

Automate the flow of sales orders from your eCommerce platform (integrated with Dynamics NAV) directly into Epicor E10 for fulfillment, inventory allocation, and invoicing. This ensures real-time order processing and accurate financial records.

Integration Steps:

  1. 0 Customer places order on eCommerce platform, creating Sales Order in Dynamics NAV.
  2. 1 iPaaS detects new Sales Order in NAV via OData webhook/polling.
  3. 2 iPaaS checks for existing customer in Epicor E10; if new, creates `Customer` record (mapping NAV 'No.' to E10 'CustID').
  4. 3 iPaaS creates `Sales Order` in Epicor E10, mapping NAV 'Sales Lines' to E10 'OrderLine' and 'PartNum'.
  5. 4 Epicor E10 allocates inventory (`PartQty`) and triggers shipment.
  6. 5 Shipment details (`PackNum`, `TrackingNumber`) from Epicor E10 are updated back to Dynamics NAV.
  7. 6 Epicor E10 `Sales Invoice` is generated and synchronized to NAV for AR reconciliation.

Business Outcome

Reduced order processing time from hours to minutes, elimination of manual order entry errors, real-time inventory synchronization preventing overselling, faster revenue recognition.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Real-time Operational Visibility
Gain a unified, up-to-the-minute view of your business by synchronizing critical data like inventory, sales orders, and financial transactions across Dynamics NAV and Epicor E10.
Automated Workflow Efficiency
Eliminate manual data entry and redundant tasks across sales, procurement, and accounting processes, freeing up valuable employee time for strategic activities.
Enhanced Data Accuracy & Integrity
Minimize errors, discrepancies, and reconciliation efforts with AI-assisted validation and intelligent data harmonization between both ERP systems.
Accelerated Financial Close
Streamline accounts payable and receivable processes by automating invoice processing, payment reconciliation, and GL postings across NAV and E10.
Optimized Inventory & Supply Chain
Maintain accurate inventory levels and streamline procure-to-pay cycles, preventing stockouts, reducing carrying costs, and improving supplier relationships.
Future-Proof Scalability
Our cloud-native iPaaS scales effortlessly with your business growth, ensuring your integration infrastructure can handle increasing data volumes and evolving business needs.
✨

Real-time Operational Visibility

30% Faster decision-making

📋 What You Get

Gain a unified, up-to-the-minute view of your business by synchronizing critical data like inventory, sales orders, and financial transactions across Dynamics NAV and Epicor E10.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster decision-making, 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
GET, POST, PATCH, DELETE /ODataV4/Company('CompanyName')/Customers Manage customer records for CRM sync and master data management.
GET, PATCH /ODataV4/Company('CompanyName')/Items Retrieve product information, update inventory levels, and synchronize pricing.
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Create new sales orders, retrieve order details, and update order statuses.
GET, POST, PATCH /ODataV4/Company('CompanyName')/Vendors Manage vendor master data for procurement and accounts payable processes.
GET, POST, PATCH /ODataV4/Company('CompanyName')/PurchaseOrders Create purchase orders, track their status, and integrate with procurement systems.
GET, POST /ODataV4/Company('CompanyName')/SalesInvoices Generate and retrieve sales invoices for financial reporting and reconciliation.
GET /ODataV4/Company('CompanyName')/ItemLedgerEntries Retrieve detailed item transaction history for inventory analysis and reconciliation.
POST /ODataV4/Company('CompanyName')/GenJournalLines Post general journal entries for financial transactions, including payment applications and manual adjustments.
GET, PATCH /ODataV4/Company('CompanyName')/SalesShipmentHeaders Retrieve and update sales shipment information for order status and tracking.

⚡ Transformation Logic

  • ID Mapping: Cross-referencing internal IDs (e.g., NAV `No.` to E10 `CustID`) via lookup tables or external ID fields.
  • Address Standardization: Consolidating multi-line addresses and validating formats.
  • Unit of Measure Conversion: Translating UOMs between systems if they differ.
  • Currency Conversion: Applying exchange rates if transactions are in different currencies.
  • Date/Time Formatting: Ensuring consistent date and time formats.
  • Conditional Logic: Applying different mapping rules based on data values (e.g., 'If Item Category Code = Service, then E10 TypeCode = S').
  • Data Derivation: Calculating values for target fields based on multiple source fields (e.g., deriving a GL segment based on customer posting group and item category).

🛡️ Error Handling

  • Transient API Errors: Network timeouts, temporary service unavailability. Handled by automatic retries with exponential backoff.
  • Data Validation Errors: Invalid customer ID, missing mandatory fields, incorrect data types. Messages are routed to a dead-letter queue for review/correction.
  • Business Logic Errors: Attempting to create a Sales Order for an out-of-stock item (if not handled upstream). Alerts are triggered for business users.
  • Schema Mismatch: Unexpected changes in API response structure. Identified during development/QA with version control, leading to flow updates.
  • Authentication Failures: Expired tokens, invalid credentials. Triggers immediate alerts for IT/security teams.
Support & Information

Frequently Asked Questions

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

Technical FAQs

▸ What are the primary methods for integrating Dynamics NAV and Epicor E10?
The most effective approach involves using a modern iPaaS platform. This platform leverages Dynamics NAV's Web Services (OData/SOAP) and Epicor E10's RESTful APIs (via ICE) to establish secure, real-time, bi-directional data flow. It handles API authentication, data mapping, transformation, and workflow orchestration.

Usability FAQs

▸ Can I use low-code/no-code tools for this integration?
Absolutely. Modern iPaaS platforms offer low-code/no-code visual designers that empower business users and citizen integrators to build and manage complex workflows connecting Dynamics NAV and Epicor E10. This significantly reduces development time and reliance on specialized developers.

AI Features FAQs

▸ How does AI enhance Dynamics NAV and Epicor E10 integrations?
AI can augment these integrations by providing intelligent data validation to prevent errors, detecting anomalies in financial transactions, offering automated mapping suggestions between disparate schemas, and even routing exceptions for human review based on context. This improves data quality and reduces manual oversight.

Challenges FAQs

▸ What are the common challenges when integrating these two ERPs?
Common challenges include reconciling schema differences between Dynamics NAV's structured data model and Epicor E10's, ensuring real-time data synchronization for high-volume scenarios (like orders or inventory), managing specific API authentication (Web Service Keys for NAV, token-based for E10), and robustly handling errors. A modern iPaaS is designed to abstract away these complexities.

Reliability FAQs

▸ How do you handle error conditions and failed transactions?
Robust error handling is paramount. Our iPaaS includes comprehensive logging, configurable retry mechanisms (with exponential backoff for transient errors), and dead-letter queues (DLQs) for messages that persistently fail. Dashboards monitor errors, and critical failures trigger automated alerts to relevant teams. AI can even suggest resolutions for common error patterns.

Workflows FAQs

▸ Is real-time inventory synchronization possible between NAV and E10?
Yes, real-time inventory synchronization is a key capability. By leveraging Epicor E10's Business Process Management (BPM) triggers for inventory changes and event-driven workflows in the iPaaS, `OnHandQty` updates can be pushed to Dynamics NAV's `Inventory` in near real-time, preventing overselling and ensuring accurate stock visibility across both systems.

Data Management FAQs

▸ How do I ensure data consistency for master data like Customers and Vendors?
Data consistency is achieved through intelligent data mapping, transformation rules, and validation logic within the iPaaS. By defining canonical data models and leveraging the iPaaS to enforce these standards, data flowing between Dynamics NAV and Epicor E10 (e.g., Customer.No. and CustID, Vendor.No. and VendorNum) is always accurate and in the correct format. AI further assists in validating data quality and identifying duplicates.

Security FAQs

▸ What are the security considerations for this integration?
Security is paramount. We implement strong authentication (least privilege service accounts, secure token/key management), TLS/SSL encryption for all data in transit, IP whitelisting, and robust access controls. All credentials are stored securely within the iPaaS's encrypted vault, and comprehensive audit trails ensure compliance.
Pricing

Simple, transparent pricing for Dynamics NAV + Epicor E10.

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 NAV + Epicor E10 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