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Dynamics NAV + Epicor Eclipse Integration

Clarity Connect™ integrates Dynamics NAV with Epicor Eclipse, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Dynamics NAV and Epicor Eclipse through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Dynamics NAV and Epicor Eclipse.

  • Custom fields in Dynamics NAV (e.g., on Customer, Item, Sales Order entities).
  • User-defined fields (UDFs) in Epicor Eclipse.
  • External system custom attributes.
Implementation Timeline

Go live with Dynamics NAV + Epicor Eclipse 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 Eclipse, 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 Eclipse deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Custom fields in Dynamics NAV (e.g., on Customer, Item, Sales Order entities).
  • User-defined fields (UDFs) in Epicor Eclipse.
  • External system custom attributes.

Resilient Integration Architecture

The integration leverages a modern, cloud-native iPaaS as the central orchestration engine, providing a robust, scalable, and secure architecture for connecting Dynamics NAV and Epicor Eclipse. This approach ensures high availability and data integrity.

Data Flow Steps

Event-Driven Architecture: For real-time updates (e.g., inventory, order status).

Canonical Data Model: To harmonize data structures between disparate systems.

API-First Design: Leveraging native APIs for robust connectivity.

Batch Processing: For high-volume, non-real-time data transfers (e.g., nightly GL entries).

Idempotent Operations: To prevent duplicate records upon retries.

Circuit Breaker Pattern: To prevent cascading failures during system outages.

Data Touchpoints

iPaaS Runtime Engine: Executes integration workflows.
Connectors: Pre-built adapters for Dynamics NAV (OData/SOAP) and Epicor Eclipse (REST/SOAP).
Data Mapping & Transformation Engine: Visual interface for schema mapping and data manipulation.
Workflow Orchestrator: Drag-and-drop canvas for designing complex integration logic.
API Gateway: Manages secure access and traffic for both ERPs.
Message Queue: Buffers high-volume transactions, ensuring reliable delivery.
Monitoring & Alerting: Centralized dashboards for real-time visibility.
Security Vault: Secure storage for API keys and credentials.
AI/ML Layer: For intelligent mapping, validation, and anomaly detection.

"Visual representation of the iPaaS positioned between Dynamics NAV and Epicor Eclipse. Arrows indicate bidirectional data flows for key entities (Customer, Item, Sales Order, Invoice, Payment). External systems (eCommerce, CRM, WMS) also connect to the iPaaS, not directly to NAV or Eclipse. Key components: Connectors, Transformation Engine, Workflow Orchestrator, Monitoring & Logging, AI/ML Layer, Security Layer."

Pricing

Simple, transparent pricing for Dynamics NAV + Epicor Eclipse.

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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer

Synchronizes customer master data, ensuring consistent records across sales, service, and finance in both ERPs.

Dynamics NAV Fields

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

Epicor Eclipse Fields

CustomerID CustomerName Address ContactInfo CreditLimit TermsCode

Mapping Notes

Requires careful mapping of address components and unique identifiers. 'No.' (NAV) to 'CustomerID' (Eclipse) is critical for cross-referencing. CreditLimit and TermsCode typically originate in Eclipse and may be read-only in NAV.

Next Steps

See Dynamics NAV + Epicor Eclipse 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 entire sales order lifecycle from an eCommerce platform into Dynamics NAV and through to Epicor Eclipse for financial posting. Ensure real-time inventory updates and customer data consistency.

Integration Steps:

  1. 0 New sales order placed on eCommerce platform.
  2. 1 iPaaS captures order, validates customer data (syncing with NAV/Eclipse if new).
  3. 2 Sales Order created in Dynamics NAV, inventory reserved.
  4. 3 Shipment initiated from NAV, tracking details updated.
  5. 4 Invoice generated in NAV and pushed to Epicor Eclipse for accounts receivable.
  6. 5 Payment reconciliation in Eclipse upon receipt from payment gateway.

Business Outcome

Reduced order processing time by 70%, minimized manual data entry errors, accelerated cash flow, and improved customer satisfaction with accurate order statuses.

Frequency

Real-time, Event-driven

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, essential for CRM and sales order processing.
GET, PATCH /ODataV4/Company('CompanyName')/Items Retrieve product information and update inventory levels.
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Create and update sales orders from external systems.
GET, POST, PATCH /ODataV4/Company('CompanyName')/Vendors Manage vendor master data for procurement.
GET, POST, PATCH /ODataV4/Company('CompanyName')/PurchaseOrders Create and track purchase orders.
GET, POST /ODataV4/Company('CompanyName')/SalesInvoices Generate and retrieve sales invoices for financial flows.
GET /ODataV4/Company('CompanyName')/ItemLedgerEntries Retrieve detailed item transaction history.
POST /ODataV4/Company('CompanyName')/GenJournalLines Post general journal entries, including payment applications.
GET, POST /ODataV4/Company('CompanyName')/SalesShipmentHeaders Records physical shipment of goods, for status updates.

⚡ Transformation Logic

  • Standardize address formats (e.g., NAV's split fields to Eclipse's single string).
  • Map unique identifiers (e.g., NAV 'No.' to Eclipse 'CustomerID').
  • Convert Units of Measure (UOM) as needed for item synchronization.
  • Reconcile GL account structures for financial postings.
  • Apply tax calculation logic specific to each system's requirements.
  • Enrich data with missing fields via lookups or default values.

🛡️ Error Handling

  • Invalid Customer ID in an incoming Sales Order from eCommerce.
  • Inventory update failure due to negative stock in NAV.
  • Vendor invoice amount mismatch with Purchase Order in Eclipse.
  • Authentication failure for Dynamics NAV Web Services.
  • Network connectivity issues between iPaaS and either ERP.
  • Data type mismatches during field mapping.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why integrate Dynamics NAV and Epicor Eclipse?
Integrating Dynamics NAV and Epicor Eclipse eliminates data silos between your operational ERP and accounting systems. This ensures consistent master data (customers, vendors, items), automates critical workflows like order-to-cash and purchase-to-pay, and provides a unified, real-time view of your financial and operational data, reducing manual effort and errors.

Workflows FAQs

▸ What are the common workflows automated by this integration?
Key automated workflows include eCommerce Order-to-Cash (sales order, inventory, shipment, invoice, payment reconciliation), Vendor Invoice Processing & Purchase-to-Pay, Real-time Inventory Synchronization, Customer Master Data Synchronization, and automated General Ledger postings from operational activities.

Technology FAQs

▸ How does an iPaaS facilitate Dynamics NAV and Epicor Eclipse integration?
A modern iPaaS acts as the central hub, providing pre-built connectors for both Dynamics NAV (OData/SOAP) and Epicor Eclipse (REST/SOAP). It offers low-code visual tools for data mapping and transformation, orchestrates complex workflows, handles error management, and provides monitoring, abstracting away the technical complexities of integrating two distinct ERP platforms.

Customization FAQs

▸ Can I integrate custom fields or specific business logic?
Absolutely. The iPaaS allows you to map and synchronize custom fields from both Dynamics NAV and Epicor Eclipse. Its flexible rules engine and low-code workflow designer enable you to implement specific business logic, conditional routing, and advanced transformations without custom coding, ensuring the integration aligns with your unique operational needs.

AI Benefits FAQs

▸ How does AI enhance this integration?
AI significantly enhances the integration by providing intelligent data validation to prevent errors, suggesting optimal field mappings between disparate schemas, detecting anomalies in financial transactions (e.g., fraud), and even automating exception handling. This reduces manual intervention, improves data quality, and adds predictive capabilities.

Security FAQs

▸ What are the security considerations for this integration?
Security is paramount. The integration uses TLS 1.2+ encryption for data in transit, secure credential vaults for API keys (Web Service Access Keys for NAV, OAuth/API Keys for Eclipse), and role-based access control. Data masking, audit trails, and compliance with standards like PCI DSS (for payments) and GDPR ensure your sensitive data is protected.

Data Management FAQs

▸ How is data consistency maintained between NAV and Eclipse?
Data consistency is achieved through a combination of 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 entering or leaving either Dynamics NAV or Epicor Eclipse is always accurate and in the correct format. Conflict resolution strategies are also defined.

Performance FAQs

▸ What kind of performance can I expect for high-volume transactions?
The iPaaS is designed for high performance and scalability. It employs strategies like intelligent message queuing, API batching, controlled parallelization, and optimized queries to handle high transaction volumes without overwhelming Dynamics NAV or Epicor Eclipse. Event-driven architectures further reduce latency for critical real-time updates.
Pricing

Simple, transparent pricing for Dynamics NAV + Epicor Eclipse.

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 Eclipse 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