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Unify Dynamics NAV & Epicor E9: Power Your Enterprise with Seamless Integration

Break down data silos, automate critical workflows, and gain real-time insights by connecting your Dynamics NAV and Epicor E9 ERP systems with an intelligent iPaaS.

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The Challenge

The Challenge: Disconnected Operations Between Dynamics NAV and Epicor E9

Organizations often find themselves running critical business functions across disparate ERP systems like Dynamics NAV and Epicor E9. This leads to a fragmented operational landscape, hindering efficiency, data accuracy, and strategic decision-making.

  • Manual data entry and reconciliation between two ERPs
  • Delayed or inconsistent reporting across finance and operations
  • Risk of errors and data discrepancies due to human intervention
  • Inefficient workflows for sales, procurement, and inventory management
  • Lack of real-time visibility into key business metrics
  • High operational costs associated with maintaining disconnected systems
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent iPaaS Integration for Dynamics NAV & Epicor E9

Our intelligent iPaaS platform provides a robust, scalable, and secure solution to seamlessly connect Dynamics NAV and Epicor E9. By establishing a unified data fabric, we automate your core business processes, eliminate manual touchpoints, and deliver real-time insights across your entire organization.

  • Pre-built connectors for Dynamics NAV (OData/SOAP) and Epicor E9 (Service Connect/APIs)
  • Bidirectional data synchronization for master data and transactional records
  • Visual, low-code workflow designer for rapid integration development
  • AI-powered data mapping, validation, and anomaly detection
  • Real-time event-driven architecture for instant data updates
Implementation Timeline

Go live with Dynamics NAV + 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 NAV 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 NAV + 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 NAV (OData/SOAP) and Epicor E9 (Service Connect/APIs)
  • Bidirectional data synchronization for master data and transactional records
  • Visual, low-code workflow designer for rapid integration development
  • AI-powered data mapping, validation, and anomaly detection
  • Real-time event-driven architecture for instant data updates
  • Comprehensive error handling, logging, and monitoring dashboards
  • Secure credential management and robust access control

Technical Integration Details: Dynamics NAV & Epicor E9

Our iPaaS provides a robust and flexible framework for integrating Dynamics NAV and Epicor E9, leveraging their respective API capabilities to ensure secure, scalable, and real-time data exchange. This section outlines the technical underpinnings of the integration.

Data Flow Steps

Connection Setup: Securely configure connectors for Dynamics NAV (OData/SOAP Web Services) and Epicor E9 (Service Connect/REST APIs) within the iPaaS, including authentication credentials.

Event Listener/Polling Configuration: Set up event triggers (e.g., webhooks from E9 Service Connect, polling NAV OData feeds for changes) or scheduled jobs to initiate workflows.

Data Extraction: Extract relevant data (e.g., new Sales Orders, updated Customer records) from the source ERP using optimized API calls.

Data Transformation & Mapping: Apply business logic, AI-assisted mapping, and cleansing rules to transform data into a canonical format, reconciling schema differences between NAV and E9.

Data Validation: Implement pre-posting validation rules to ensure data integrity before writing to the target ERP.

Data Loading: Push transformed and validated data to the target ERP via its APIs (e.g., creating a Sales Order in E9, updating Inventory in NAV).

Error Handling & Notification: Log all transactions, implement retry mechanisms for transient errors, and trigger alerts for critical failures.

Status Updates: Update the source system or intermediate records with the status of the integration (e.g., 'Order Processed in Epicor E9').

Data Touchpoints

Dynamics NAV: Customers, Vendors, Items, Sales Orders, Purchase Orders, Sales Invoices, Payments (Cash Receipt Journal), General Ledger Entries, Shipments.
Epicor E9: Customer, Vendor, Part / Product, Inventory, Sales Order, Purchase Order, Invoice (AR/AP), Payment, General Ledger (GL) Entry, Shipment.

"Dynamics NAV <-> iPaaS (Connectors, Workflows, Mapping, AI) <-> Epicor E9"

Pricing

Simple, transparent pricing for Dynamics NAV + 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 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 for Dynamics NAV and Epicor E9

Seamless data flow relies on robust mapping of shared entities between Dynamics NAV and Epicor E9. Our iPaaS provides visual tools and AI assistance to manage these complex transformations.

Customer

Represents a buying entity. Critical for sales, invoicing, and service across both ERPs.

Dynamics NAV Fields

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

Epicor E9 Fields

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

Mapping Notes

Map NAV 'No.' to a custom field in Epicor E9 (e.g., 'NAV_CustID') for cross-reference, and vice-versa. Standardize address formats, country codes. 'Customer Posting Group' in NAV maps to financial segments in E9.

Next Steps

See Dynamics NAV + 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-Fulfillment Automation

Automate the flow of sales orders from an eCommerce platform into Dynamics NAV for initial processing, then to Epicor E9 for fulfillment, and finally back to NAV for invoicing and payment reconciliation. Real-time inventory updates are critical.

Integration Steps:

  1. 0 New Sales Order created in eCommerce (e.g., Shopify, Magento).
  2. 1 iPaaS captures order, creates/updates Customer in NAV & Epicor E9.
  3. 2 Sales Order created in Dynamics NAV, inventory reserved, order status updated.
  4. 3 Order details synchronized to Epicor E9 for warehouse fulfillment and shipment creation.
  5. 4 Shipment confirmation (including tracking) from Epicor E9/WMS updates NAV and eCommerce.
  6. 5 Sales Invoice generated in Epicor E9 (or NAV) and synchronized for AR posting.
  7. 6 Payment received via gateway, reconciled against invoices in both ERPs.

Business Outcome

Reduced order processing time by 40%, improved customer satisfaction with real-time tracking, accurate inventory levels, and faster cash application.

Frequency

Real-time, Event-driven

Business Value

Key Integration Benefits

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

Accelerated Business Cycles
Automate manual data entry and reconciliation between Dynamics NAV and Epicor E9, drastically speeding up order-to-cash and procure-to-pay processes.
Enhanced Data Accuracy & Consistency
Ensure critical data like customer, vendor, and inventory records are always consistent and up-to-date across both ERP systems, minimizing errors.
Real-time Operational Visibility
Gain a unified, real-time view of your financial, sales, and inventory data, enabling faster, more informed decision-making.
Reduced Operational Costs
Eliminate labor-intensive manual processes, reduce the need for custom coding, and minimize the costs associated with data discrepancies.
Improved Compliance & Auditability
Maintain comprehensive audit trails of all data movements and transformations, simplifying compliance with regulatory requirements.
Agile Scalability
Scale your integration landscape easily to accommodate business growth, new systems, or increased data volumes without performance bottlenecks.
✨

Accelerated Business Cycles

30%+ Reduction in processing time

📋 What You Get

Automate manual data entry and reconciliation between Dynamics NAV and Epicor E9, drastically speeding up order-to-cash and procure-to-pay processes.

💼 Business Impact

This benefit directly contributes to 30%+ improvement in Reduction in processing time, 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, order processing, and master data management.
GET, PATCH /ODataV4/Company('CompanyName')/Items Retrieve product information, update inventory levels, and synchronize pricing with eCommerce platforms.
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Create new sales orders, retrieve order details, and update order statuses from external systems like eCommerce.
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.
POST /ODataV4/Company('CompanyName')/GenJournalLines Post general journal entries for financial transactions, including payment applications and manual adjustments.

⚡ Transformation Logic

  • Field Concatenation/Splitting: Combining 'First Name' and 'Last Name' into 'Full Name', or splitting 'Address' into 'Address1', 'Address2'.
  • Date Format Conversion: Ensuring consistent date/time formats (e.g., 'YYYY-MM-DD' vs. 'MM/DD/YYYY').
  • Lookup Tables: Mapping internal IDs or codes (e.g., 'Customer Posting Group') to external system equivalents (e.g., 'TermsCode').
  • Conditional Logic: Applying different mapping rules based on data values (e.g., if 'Order Type' is 'Web', apply specific pricing).
  • Currency Conversion: Handling multi-currency transactions and exchange rates.
  • Data Masking/Redaction: Protecting sensitive PII or payment data during transit and logging.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS implements back-off and retry.
  • Data Validation Failure: Record moved to dead-letter queue, alert sent.
  • Authentication Failure: Immediate alert, workflow suspended.
  • System Downtime: iPaaS queues messages and retries when system is back online.
  • Duplicate Record Creation: Prevented by idempotent design and unique ID checks.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why should I integrate Dynamics NAV and Epicor E9?
Integrating Dynamics NAV and Epicor E9 eliminates data silos, automates manual processes, ensures data consistency across finance and operations, and provides real-time visibility. This leads to reduced errors, faster business cycles (e.g., order-to-cash), and significant cost savings.

Technical FAQs

▸ What is the best way to integrate Dynamics NAV and Epicor E9?
The most robust and scalable approach is to use a modern iPaaS platform. It provides pre-built connectors for both NAV (OData/SOAP) and Epicor E9 (Service Connect/APIs), visual low-code workflow builders, AI-assisted mapping, and enterprise-grade error handling and monitoring.

AI Features FAQs

▸ How does AI enhance this integration?
AI significantly enhances the integration by providing intelligent data mapping suggestions, proactively detecting anomalies and data discrepancies, offering predictive insights for performance, and even suggesting or auto-resolving common integration errors. This reduces manual effort and improves data quality.

Customization FAQs

▸ Can I integrate custom fields and workflows?
Absolutely. Our iPaaS platform supports the integration of custom fields from both Dynamics NAV and Epicor E9. The low-code workflow designer allows you to extend standard integrations with custom business logic, conditional branching, and even custom scripting to meet unique business requirements.

Security FAQs

▸ How is data security handled during integration?
Data security is paramount. The integration uses TLS 1.2+ encryption for all data in transit, encrypts data at rest, employs secure authentication methods (least privilege access), and adheres to compliance standards like GDPR and PCI DSS. Comprehensive audit trails ensure full transparency.

Entities FAQs

▸ What are the common entities synchronized between NAV and E9?
Commonly synchronized entities include Customer, Vendor, Item/Part, Sales Orders, Purchase Orders, Sales/AP Invoices, and Payments. The iPaaS handles the complex mapping and transformation required for these entities.

Performance FAQs

▸ How do you handle performance for high-volume transactions?
Our iPaaS is designed for high performance. It uses intelligent batching, message queuing, optimized API queries, and horizontal scalability to manage high transaction volumes. Event-driven architecture is prioritized over polling to reduce load on both Dynamics NAV and Epicor E9.

Support FAQs

▸ What kind of support is available for the integration?
We offer comprehensive support models, including SLA-backed options, dedicated support teams, and extensive self-service resources. Our experts are available to assist with setup, troubleshooting, and ongoing optimization of your Dynamics NAV and Epicor E9 integration.
Pricing

Simple, transparent pricing for Dynamics NAV + 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 NAV + 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