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Connect™

Unify Dynamics NAV & Epicor P21: Power Your Enterprise with Seamless Integration

Achieve real-time data synchronization, automate critical workflows, and gain a holistic view of your business operations with our AI-powered, low-code iPaaS solution.

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The Challenge

Disconnected ERPs: The Challenge of Operating Dynamics NAV & Epicor P21 Separately

Managing your business with disparate ERP systems like Dynamics NAV and Epicor P21 creates significant operational hurdles. Data remains siloed, manual processes proliferate, and critical business decisions are often based on outdated or inconsistent information.

  • Manual data entry leads to errors and consumes valuable time.
  • Lack of real-time visibility into inventory, sales, and financial data.
  • Delayed order processing and fulfillment due to information gaps.
  • Complex and time-consuming financial reconciliation processes.
  • Inconsistent customer and vendor master data across systems.
  • Challenges in generating accurate, consolidated business reports.
  • High operational costs associated with maintaining disconnected systems.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Dynamics NAV and Epicor P21 with Intelligent Integration

Our AI-powered, low-code iPaaS platform provides a comprehensive solution to integrate Dynamics NAV and Epicor P21, transforming your disconnected ERPs into a cohesive, automated, and intelligent enterprise system. Achieve real-time data flow, eliminate manual effort, and unlock unparalleled operational efficiency.

  • Bidirectional, real-time data synchronization for key entities.
  • Automated workflow orchestration for end-to-end business processes.
  • AI-assisted data mapping and validation for superior data quality.
  • Low-code/no-code interface for rapid integration development and deployment.
  • Centralized monitoring and robust error handling.
Implementation Timeline

Go live with Dynamics NAV + Epicor P21 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 P21, 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 P21 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bidirectional, real-time data synchronization for key entities.
  • Automated workflow orchestration for end-to-end business processes.
  • AI-assisted data mapping and validation for superior data quality.
  • Low-code/no-code interface for rapid integration development and deployment.
  • Centralized monitoring and robust error handling.
  • Secure and compliant data exchange.
  • Scalable architecture to grow with your business needs.

Technical Integration: Bridging Dynamics NAV and Epicor P21

Our integration solution leverages an API-first, event-driven architecture to create a resilient and high-performance bridge between Dynamics NAV and Epicor P21. The iPaaS acts as the central orchestration layer, handling all connectivity, data transformation, and workflow logic.

Data Flow Steps

Secure Connection Setup: Establish secure, authenticated connections to Dynamics NAV's Web Services (OData/SOAP) and Epicor P21's APIs (REST/Service Connect).

Define Data Models: Identify key entities (Customer, Item, Sales Order, etc.) and their respective fields in both NAV and P21.

Design Workflows: Utilize the low-code visual designer to map out the desired data flow and business logic for each integration scenario.

Intelligent Data Mapping: Apply AI-assisted data mapping and transformation rules to align disparate schemas and data formats.

Implement Error Handling: Configure robust error handling, retry mechanisms, and alerting for all integration points.

Testing & Deployment: Thoroughly test workflows in sandbox environments (Dev/QA) and deploy to production with version control.

Monitoring & Governance: Continuously monitor integration performance, data quality, and security from a centralized dashboard.

Data Touchpoints

Customer Master Data (NAV Customer <-> P21 Customer)
Product/Inventory Data (NAV Item <-> P21 Inventory Item)
Sales Orders (NAV Sales Order <-> P21 Sales Order)
Purchase Orders (NAV Purchase Order <-> P21 Purchase Order)
Invoices (NAV Sales Invoice <-> P21 Invoice)
Payments/Cash Receipts (NAV Payment <-> P21 Cash Receipt)
General Ledger Transactions (NAV General Ledger Entry <-> P21 GL Account)

"The integration architecture features a central iPaaS platform connecting Dynamics NAV and Epicor P21. Events originating in either system (e.g., new Sales Order in NAV, Inventory update in P21) trigger workflows in the iPaaS. The iPaaS then extracts data, transforms it according to predefined rules, performs AI-assisted validation, and pushes the harmonized data to the target system. This entire process is governed by robust error handling, monitoring, and security layers, ensuring data integrity and real-time synchronization."

Pricing

Simple, transparent pricing for Dynamics NAV + Epicor P21.

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 P21

Effective integration hinges on precise and intelligent data mapping between Dynamics NAV and Epicor P21 entities. Our iPaaS provides a visual mapping canvas, enhanced by AI, to ensure data integrity and seamless data transformation.

Customer

Represents a business or individual that purchases goods or services. Critical for sales, invoicing, and CRM synchronization.

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 P21 Fields

CustomerID CustomerName Address1 City State Zip PhoneNum Email TaxExempt TermsCode

Mapping Notes

NAV 'No.' maps to P21 'CustomerID' for unique identification. Address fields require concatenation/splitting and standardization. 'Customer Posting Group' in NAV needs to be mapped to appropriate P21 financial terms or classifications like 'TermsCode'. Ensure consistent handling of tax-exempt status.

Next Steps

See Dynamics NAV + Epicor P21 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 through Dynamics NAV and into Epicor P21 for financial processing.

Integration Steps:

  1. 0 New sales order placed on eCommerce platform (e.g., Shopify, Adobe Commerce).
  2. 1 iPaaS captures order via webhook, validates customer and item data.
  3. 2 Customer (if new) is created/updated in Dynamics NAV and Epicor P21.
  4. 3 Sales Order is created in Dynamics NAV, reserving inventory.
  5. 4 Order details are synchronized to Epicor P21 for financial tracking and fulfillment initiation.
  6. 5 Shipment confirmation from NAV/WMS updates order status in eCommerce and P21.
  7. 6 Sales Invoice generated in NAV, then posted to Epicor P21 AR for billing.

Business Outcome

Accelerated order fulfillment, improved cash flow, reduced manual data entry errors, real-time order status for customers.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Boost Operational Efficiency by 70%
Automate manual data entry and reconciliation tasks between NAV and P21, freeing up your teams to focus on strategic activities.
Ensure Data Accuracy & Consistency
Eliminate data discrepancies with AI-powered validation and bidirectional synchronization, providing a single source of truth.
Accelerate Financial Close by Days
Automate payment reconciliation, invoice posting, and GL updates to streamline your accounting processes and close books faster.
Optimize Inventory & Supply Chain
Achieve real-time inventory synchronization between NAV and P21, preventing overselling and optimizing purchasing decisions.
Enhance Customer & Vendor Experience
Provide faster service with accurate order statuses, quicker invoice processing, and consistent master data.
Reduce IT Burden & Costs
Leverage low-code tools to empower business users, reducing reliance on specialized developers and custom coding.
Gain Real-time Business Insights
Access consolidated, up-to-date data for comprehensive reporting and informed strategic decision-making.
✨

Boost Operational Efficiency by 70%

70% Efficiency Gain

📋 What You Get

Automate manual data entry and reconciliation tasks between NAV and P21, freeing up your teams to focus on strategic activities.

💼 Business Impact

This benefit directly contributes to 70% improvement in Efficiency Gain, 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.

⚡ Transformation Logic

  • ID Harmonization: Mapping unique identifiers (e.g., NAV 'No.' to P21 'CustomerID' or 'PartNum').
  • Address Standardization: Converting and formatting address fields to a consistent structure.
  • Unit of Measure Conversion: Translating UOMs between systems (e.g., 'EA' to 'EACH').
  • Currency Conversion: Applying real-time or fixed exchange rates for multi-currency transactions.
  • Status Mapping: Translating workflow statuses (e.g., 'Open' in NAV to 'New' in P21).
  • Date/Time Formatting: Ensuring consistent date and time formats across systems.
  • Conditional Logic: Applying business rules based on data values (e.g., route high-value orders for special approval).

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS implements back-off and retries.
  • Data Validation Failure: Incorrect data format or missing required fields; routed to dead-letter queue.
  • Authentication Failure: Invalid credentials; triggers security alert.
  • Network Connectivity Issues: Transient errors handled by retries.
  • Duplicate Record Creation: Idempotent design prevents this; detected by AI for existing records.
  • Business Logic Conflict: e.g., attempting to update a 'closed' order; routed for review.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What are the primary benefits of integrating Dynamics NAV and Epicor P21?
Integrating Dynamics NAV and Epicor P21 eliminates data silos, automates manual processes, ensures real-time data accuracy across both ERPs, and accelerates financial operations like order-to-cash and procure-to-pay. This leads to significant gains in operational efficiency, better decision-making, and reduced costs.

Technical FAQs

▸ How does your iPaaS handle inventory synchronization between Dynamics NAV and Epicor P21?
Our iPaaS ensures real-time or near real-time inventory synchronization. Changes in inventory levels (e.g., from sales shipments in NAV or goods receipts in P21) trigger event-driven workflows. The iPaaS extracts the updated quantities from the source, transforms the data, and pushes it to the target system, ensuring consistent stock levels across both ERPs and any connected eCommerce platforms.
▸ How are errors handled in the data flow between Dynamics NAV and Epicor P21?
Our platform employs a multi-layered error handling strategy. This includes automatic retries with exponential back-off for transient errors, routing persistent errors to a dead-letter queue for manual investigation, real-time alerts to relevant teams for critical failures, and comprehensive logging for auditing and debugging purposes.
▸ What kind of data transformation is typically needed for NAV-P21 integrations?
Common transformations include harmonizing unique identifiers (e.g., NAV 'No.' to P21 'CustomerID'), standardizing address formats, converting units of measure, mapping financial posting groups, and applying currency conversions. The iPaaS visual data mapper makes these transformations efficient and manageable, often with AI assistance.

Use Case FAQs

▸ Can I automate sales order processing from my eCommerce platform through both NAV and P21?
Absolutely. This is a core use case. New sales orders from your eCommerce platform are captured by the iPaaS, validated, and then automatically created in Dynamics NAV (for fulfillment and inventory allocation) and simultaneously or subsequently synchronized to Epicor P21 for financial processing and billing. Order status updates flow back to the eCommerce platform.

Security FAQs

▸ What are the security considerations for connecting Dynamics NAV and Epicor P21?
Security is paramount. We implement robust measures including secure authentication (using dedicated, least-privilege user accounts and secure credential vaults), TLS 1.2+ encryption for all data in transit, data at rest encryption, role-based access control, and comprehensive audit trails. For on-premise deployments, secure agents or VPNs ensure network isolation.

AI FAQs

▸ How does AI assist in mapping and validating data between Dynamics NAV and Epicor P21?
AI significantly enhances the integration process. It intelligently suggests field mappings between the disparate schemas of NAV and P21, detects anomalies in data payloads (e.g., unusually high order values), validates data against predefined business rules, and can even suggest resolutions for common data quality issues, reducing manual effort and improving accuracy.

Low-Code FAQs

▸ Is a low-code approach viable for complex NAV-P21 integrations?
Yes, absolutely. Our low-code iPaaS platform provides a visual, drag-and-drop interface powerful enough to design and manage highly complex integration workflows, including conditional logic, multi-step transformations, and error handling. This empowers business users and accelerates development while reducing the need for specialized coding expertise.
Pricing

Simple, transparent pricing for Dynamics NAV + Epicor P21.

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 P21 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