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Unify Dynamics NAV & Epicor Kinetic: Intelligent ERP Integration

Bridge your critical business data between Dynamics NAV and Epicor Kinetic with real-time synchronization, AI-powered automation, and low-code workflows.

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The Challenge

The Challenge of Disconnected ERPs: Dynamics NAV & Epicor Kinetic

Operating with Dynamics NAV and Epicor Kinetic in silos creates significant operational inefficiencies, data discrepancies, and hinders strategic decision-making. Businesses face a complex landscape when these powerful ERPs aren't harmonized.

  • Manual Data Entry & Duplication: Re-keying customer, vendor, sales, and financial data between NAV and Kinetic, leading to errors and delays.
  • Inconsistent Data & Reporting: Discrepant inventory levels, sales figures, and financial records across systems, making consolidated reporting a nightmare.
  • Delayed Business Processes: Slow order-to-cash cycles, prolonged procure-to-pay processes, and deferred financial closes due to manual reconciliation.
  • Lack of Real-time Visibility: Inability to get an accurate, up-to-the-minute view of inventory, sales, or financial health across the enterprise.
  • High Operational Costs: Excessive time spent on data reconciliation, error correction, and manual workflow management.
  • Compliance & Audit Risks: Difficulty maintaining an accurate audit trail and ensuring compliance when data is fragmented and manually managed.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Integration Solution: Dynamics NAV + Epicor Kinetic

Our iPaaS-powered integration solution seamlessly connects Dynamics NAV and Epicor Kinetic, transforming your disparate ERPs into a cohesive, automated ecosystem. We eliminate manual efforts, ensure data integrity, and accelerate your business processes through intelligent, real-time synchronization.

  • Bi-directional Data Synchronization: Keep critical entities like Customers, Vendors, Items/Parts, Sales Orders, and Invoices consistently updated across both ERPs.
  • Event-Driven & Real-time Workflows: Leverage Kinetic's event capabilities and intelligent polling for NAV to trigger immediate data updates, ensuring truly real-time operations.
  • AI-Powered Data Harmonization: Utilize AI for smart mapping suggestions, automated data validation, and proactive anomaly detection to maintain high data quality.
  • Low-Code/No-Code Workflow Automation: Empower business users to design, deploy, and manage complex integration workflows with intuitive drag-and-drop interfaces.
  • Robust Error Handling & Monitoring: Built-in mechanisms for automatic retries, dead-letter queues, and comprehensive dashboards ensure integration resilience and visibility.
Implementation Timeline

Go live with Dynamics NAV + Epicor Kinetic 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 Kinetic, 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 Kinetic 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 critical entities like Customers, Vendors, Items/Parts, Sales Orders, and Invoices consistently updated across both ERPs.
  • Event-Driven & Real-time Workflows: Leverage Kinetic's event capabilities and intelligent polling for NAV to trigger immediate data updates, ensuring truly real-time operations.
  • AI-Powered Data Harmonization: Utilize AI for smart mapping suggestions, automated data validation, and proactive anomaly detection to maintain high data quality.
  • Low-Code/No-Code Workflow Automation: Empower business users to design, deploy, and manage complex integration workflows with intuitive drag-and-drop interfaces.
  • Robust Error Handling & Monitoring: Built-in mechanisms for automatic retries, dead-letter queues, and comprehensive dashboards ensure integration resilience and visibility.
  • Scalable & Secure Architecture: Designed for high-volume transactions, ensuring performance and adherence to enterprise-grade security standards (OAuth 2.0, TLS 1.2+).

Technical Integration Details: Dynamics NAV & Epicor Kinetic

Our robust iPaaS solution provides the technical backbone for seamless, secure, and scalable integration between Dynamics NAV and Epicor Kinetic, abstracting the complexities of their diverse API landscapes.

Data Flow Steps

Secure API Connection: Establish authenticated connections to Dynamics NAV's Web Services (OData/SOAP) using Web Service Access Keys and Epicor Kinetic's RESTful APIs using OAuth 2.0.

Event/Polling Configuration: Configure event listeners for Epicor Kinetic (webhooks) and intelligent polling mechanisms for Dynamics NAV's OData feeds to detect data changes.

Data Schema Mapping: Utilize the visual data mapper to define field-level mappings between source and target entities, applying AI suggestions where beneficial.

Transformation Logic Implementation: Incorporate low-code functions for data cleansing, format conversion, and business rule application (e.g., currency conversion, address standardization).

Error Handling & Monitoring Setup: Define comprehensive error handling (retries, dead-letter queues) and configure real-time monitoring dashboards with alerts.

Deployment & Governance: Deploy integration flows through a structured Dev-QA-Prod pipeline with version control and audit trails.

Data Touchpoints

Customer Master: NAV Customer ↔ Kinetic Customer
Vendor Master: NAV Vendor ↔ Kinetic Vendor
Product/Item Master: NAV Item ↔ Kinetic Part
Sales Orders: NAV Sales Order → Kinetic Sales Order
Purchase Orders: Kinetic Purchase Order → NAV Purchase Order
Invoicing: NAV Sales Invoice ↔ Kinetic AR Invoice; Kinetic AP Invoice → NAV Purchase Invoice
Inventory Levels: NAV Item (Inventory) ↔ Kinetic Part (OnHandQty)
Financial Postings: NAV General Ledger Entry ↔ Kinetic GL Journal Entry

"Dynamics NAV (Source) → iPaaS (Extract, Map, Transform, Validate, Error Handle) → Epicor Kinetic (Target). For bidirectional flows, the process reverses for relevant entities. Real-time updates utilize Kinetic webhooks and NAV polling. Data consistency and integrity are maintained at each step."

Pricing

Simple, transparent pricing for Dynamics NAV + Epicor Kinetic.

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

Core Entities & Intelligent Mapping for NAV ↔ Kinetic

Seamless integration requires precise mapping and transformation of key business entities. Our solution provides detailed insights and tools to achieve this for Dynamics NAV and Epicor Kinetic.

Customer

Crucial for sales, invoicing, and CRM synchronization. Ensures consistent customer information 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 Kinetic Fields

CustNum (PK) CustID (Unique ID) Name Address ContactName PhoneNum EmailAddress CreditLimit

Mapping Notes

NAV 'No.' to Kinetic 'CustID' is the primary key mapping. Address fields require transformation for format consistency. NAV's financial posting groups need corresponding mapping to Kinetic's GL account determination logic.

Next Steps

See Dynamics NAV + Epicor Kinetic 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.

Consolidated Customer Master Data Management

A global manufacturing company uses Dynamics NAV in one region and Epicor Kinetic in another. They need a single, consistent customer database for reporting and marketing. This integration ensures all new and updated customer records are synchronized across both ERPs.

Integration Steps:

  1. 0 New customer account created in Dynamics NAV.
  2. 1 iPaaS polls NAV's Customer OData endpoint or receives a custom event.
  3. 2 Customer data is extracted, mapped, and transformed to Epicor Kinetic's schema (e.g., 'No.' to 'CustID', address formats harmonized).
  4. 3 iPaaS creates or updates the Customer record in Epicor Kinetic via `/Erp.BO.CustomerSvc/Customers` endpoint.
  5. 4 Conversely, any customer updates in Kinetic are mirrored back to NAV.

Business Outcome

Unified customer view across regions, preventing duplicate records, ensuring consistent billing and service, and enabling consolidated customer analytics.

Frequency

Real-time / Near real-time

Business Value

Key Integration Benefits

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

Achieve Real-time Data Consistency
Ensure master data (customers, vendors, items/parts) and transactional data (sales orders, invoices) are always synchronized between Dynamics NAV and Epicor Kinetic, eliminating discrepancies.
Automate End-to-End Business Processes
Streamline critical workflows like Order-to-Cash and Procure-to-Pay, reducing manual touchpoints and accelerating operational cycles.
Boost Operational Efficiency
Free up valuable resources from repetitive data entry and reconciliation tasks, allowing teams to focus on higher-value activities.
Enhance Financial Visibility & Control
Gain a unified, real-time view of financial data, enabling faster closes, accurate reporting, and better strategic decision-making.
Reduce Errors & Improve Data Quality
Leverage AI-powered validation and anomaly detection to prevent incorrect or incomplete data from entering your ERPs.
Accelerate Time-to-Value
Utilize low-code/no-code tools and pre-built connectors to rapidly deploy and modify integrations, adapting quickly to business needs.
✨

Achieve Real-time Data Consistency

99.9% Data Accuracy

📋 What You Get

Ensure master data (customers, vendors, items/parts) and transactional data (sales orders, invoices) are always synchronized between Dynamics NAV and Epicor Kinetic, eliminating discrepancies.

💼 Business Impact

This benefit directly contributes to 99.9% improvement in Data Accuracy, 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.
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 /ODataV4/Company('CompanyName')/SalesShipmentHeaders Retrieve shipment details for order status updates in external systems.

⚡ Transformation Logic

  • ID Harmonization: Map internal IDs (NAV 'No.') to external/unique IDs (Kinetic 'CustID', 'PartNum').
  • Data Type Conversion: Automatically convert data types (e.g., string to integer, date formats).
  • Conditional Logic: Apply transformations only when specific conditions are met (e.g., apply a discount if customer group is 'Premium').
  • Lookup Tables: Use internal or external lookup tables to translate codes (e.g., currency codes, UOMs, payment terms).
  • Aggregation/Splitting: Combine multiple source fields into one target field or split a single source field into multiple target fields (e.g., full address into street, city, postal code).
  • Default Value Assignment: Assign default values to target fields if the source field is empty or not provided.

🛡️ Error Handling

  • Data Schema Mismatch: A field expected by the target system is missing or has an incorrect data type from the source.
  • Business Rule Violation: Data fails a validation rule within NAV or Kinetic (e.g., trying to create a sales order for a customer on credit hold).
  • Referential Integrity Issues: Attempting to create a Sales Order with a Customer ID that does not exist in the target ERP.
  • API Authentication/Authorization Errors: Invalid credentials, expired tokens, or insufficient permissions for the integration user.
  • Network Timeouts/Connectivity Loss: Intermittent network issues preventing communication between the iPaaS and either ERP.
  • Concurrency Conflicts: Multiple processes attempting to update the same record simultaneously in a bidirectional sync.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why should I integrate Dynamics NAV and Epicor Kinetic?
Integrating Dynamics NAV and Epicor Kinetic eliminates data silos, reduces manual data entry, automates critical business processes (like Order-to-Cash), and provides a unified view of your operations and financials. This leads to improved data accuracy, operational efficiency, and faster decision-making, especially for companies managing different business units on each ERP.

Data & Entities FAQs

▸ What kind of data can be synchronized between NAV and Kinetic?
Our solution supports synchronization of core ERP entities including Customer master data, Vendor master data, Item/Part master data, Sales Orders, Purchase Orders, Sales Invoices (AR Invoices), Accounts Payable Invoices, Inventory levels, and General Ledger entries. The specific entities and fields can be customized based on your business requirements.

Technical FAQs

▸ How does the integration handle different APIs (NAV Web Services vs. Kinetic REST)?
Our iPaaS acts as an abstraction layer, providing pre-built connectors that understand and interact with Dynamics NAV's OData/SOAP Web Services and Epicor Kinetic's RESTful APIs (including OAuth 2.0 authentication). It handles the complexities of differing data formats, authentication methods, and API paradigms, allowing you to focus on business logic rather than technical details.

Performance FAQs

▸ Can this integration support real-time data synchronization?
Yes, absolutely. Epicor Kinetic natively supports event-driven architecture with webhooks, allowing for real-time updates. For Dynamics NAV, while not natively event-driven, our iPaaS employs intelligent polling mechanisms (e.g., checking for `LastDateModified` fields) to achieve near real-time data synchronization, ensuring your data is always up-to-date.

AI Capabilities FAQs

▸ How does AI enhance the Dynamics NAV and Epicor Kinetic integration?
AI significantly enhances the integration by providing intelligent mapping suggestions, automating data validation to prevent errors, detecting anomalies in transactions (e.g., unusual order values), and even suggesting or auto-resolving common data quality issues. This reduces manual effort, improves data accuracy, and makes your integration more resilient.

Low-Code FAQs

▸ Is custom coding required to build these integrations?
No. Our solution leverages a modern low-code/no-code iPaaS platform, which provides visual workflow designers, drag-and-drop data mappers, and pre-built connectors. This empowers business users and citizen integrators to design, deploy, and manage complex integrations without extensive coding, accelerating development and reducing reliance on IT.

Error Handling FAQs

▸ How are errors and data conflicts handled?
The iPaaS includes robust error handling with detailed logging, automated exponential back-off retries for transient issues, and dead-letter queues for persistent errors requiring manual review. For bidirectional syncs, configurable conflict resolution strategies (e.g., 'last-write wins', 'master-wins') are implemented, often with AI-assisted suggestions for resolution.

Security FAQs

▸ What are the security considerations for integrating these ERPs?
Security is paramount. We utilize secure authentication methods (OAuth 2.0 for Kinetic, Web Service Access Keys for NAV), enforce TLS 1.2+ encryption for all data in transit, ensure data encryption at rest, and adhere to the principle of least privilege. All credentials are stored securely in an encrypted vault, and comprehensive audit trails are maintained for compliance.
Pricing

Simple, transparent pricing for Dynamics NAV + Epicor Kinetic.

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 Kinetic 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