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Unify Dynamics NAV & Sage 100: Intelligent ERP Integration for Seamless Operations

Automate workflows, synchronize critical data, and gain real-time visibility across your finance, sales, and inventory processes with our AI-powered iPaaS solution.

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The Challenge

The Challenge: Disconnected Dynamics NAV & Sage 100 Environments

Operating Dynamics NAV and Sage 100 as separate systems creates significant operational inefficiencies, data inconsistencies, and a lack of holistic business insight. These challenges are amplified in hybrid environments or during phased migrations.

  • Manual data entry leads to errors and delays across sales, finance, and inventory.
  • Disjointed customer and vendor data causes inconsistencies and poor decision-making.
  • Delayed inventory updates result in overselling, stockouts, and dissatisfied customers.
  • Inefficient AP invoice processing and payment reconciliation consume valuable time.
  • Lack of real-time visibility hinders proactive business management and reporting.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Dynamics NAV & Sage 100 Integration with iPaaS

Our AI-powered Integration Platform as a Service (iPaaS) provides the definitive solution for connecting Dynamics NAV and Sage 100. By abstracting the complexities of NAV's Web Services and Sage 100's BOI/ODBC, we enable seamless, real-time data flow, transforming disjointed systems into a unified, intelligent operational hub.

  • Pre-built Connectors: Rapidly connect to Dynamics NAV (OData/SOAP) and Sage 100 (BOI/ODBC) with optimized, secure connectors.
  • Visual Workflow Designer: Build complex integration flows with intuitive drag-and-drop tools, no coding required.
  • AI-Powered Data Mapping: Automatically suggest field mappings and transformations, reducing setup time and errors.
  • Real-time & Event-Driven Sync: Ensure immediate data consistency for critical entities like inventory and sales orders.
  • Robust Error Handling: Automated retries, dead-letter queues, and proactive alerts ensure data integrity and minimize downtime.
Implementation Timeline

Go live with Dynamics NAV + Sage 100 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 Sage 100, 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 + Sage 100 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: Rapidly connect to Dynamics NAV (OData/SOAP) and Sage 100 (BOI/ODBC) with optimized, secure connectors.
  • Visual Workflow Designer: Build complex integration flows with intuitive drag-and-drop tools, no coding required.
  • AI-Powered Data Mapping: Automatically suggest field mappings and transformations, reducing setup time and errors.
  • Real-time & Event-Driven Sync: Ensure immediate data consistency for critical entities like inventory and sales orders.
  • Robust Error Handling: Automated retries, dead-letter queues, and proactive alerts ensure data integrity and minimize downtime.
  • Scalable & Secure Architecture: Built for enterprise-grade performance and adherence to strict security and compliance standards.

Technical Integration Details: Dynamics NAV & Sage 100

Our iPaaS provides a robust and flexible architecture for connecting Dynamics NAV and Sage 100, leveraging their respective API capabilities and employing best practices for secure, scalable, and resilient data exchange.

Data Flow Steps

Connectivity Layer: Securely connect to Dynamics NAV via its ODataV4/SOAP Web Services using Web Service Access Keys. For Sage 100, utilize optimized connectors that abstract the Business Object Interface (BOI) or direct ODBC/SQL access.

Authentication & Authorization: Configure dedicated, least-privilege service accounts in both NAV and Sage 100. Store credentials securely in the iPaaS's vault. Implement IP whitelisting where applicable.

Data Ingestion & Event Triggers: Monitor NAV for changes via OData polling or change data capture mechanisms. For Sage 100, leverage database triggers or scheduled queries for event detection. External systems connect via webhooks or APIs.

Data Transformation & Mapping: Utilize the visual mapping canvas and AI-assisted tools to transform and harmonize data schemas between NAV, Sage 100, and other connected systems. Apply business rules and validation logic.

Workflow Orchestration: Design multi-step, conditional workflows to manage complex processes like order fulfillment (NAV) and financial posting (Sage 100), ensuring data integrity and correct sequencing.

Error Handling & Monitoring: Implement comprehensive logging, automated retries, dead-letter queues, and real-time alerts. Centralized dashboards provide end-to-end visibility and control.

Deployment & Governance: Utilize Dev/QA/Prod environments with version control and automated promotion pipelines for controlled deployment and lifecycle management.

Data Touchpoints

Customer Master: Bidirectional sync between NAV Customer and Sage 100 AR_Customer.
Item Master & Inventory: Bidirectional sync between NAV Item/ItemLedgerEntries and Sage 100 CIItem/IMItemWarehouse.
Sales Orders: One-way (or bidirectional) sync from external systems to NAV SalesOrder, and then financial data to Sage 100 SO_SalesOrderHeader/Detail.
Purchase Orders: One-way (or bidirectional) sync from procurement systems to NAV PurchaseOrder, and then to Sage 100 PO_PurchaseOrderHeader.
Invoices (Sales/AP): NAV SalesInvoice to Sage 100 ARInvoiceHeader; external AP invoices to NAV PurchaseInvoice then to Sage 100 APInvoiceHeader.
Payments/GL Entries: NAV Payment/GenJournalLines to Sage 100 ARCashReceipts/GLJournalHeader/Detail.

"External Systems (e.g., eCommerce, CRM) <--> iPaaS <--> Dynamics NAV (OData/SOAP) <--> iPaaS <--> Sage 100 (BOI/ODBC)"

Pricing

Simple, transparent pricing for Dynamics NAV + Sage 100.

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 Sage 100

Our iPaaS provides sophisticated, AI-assisted tools to map and transform data between the distinct schemas of Dynamics NAV and Sage 100, ensuring accuracy and consistency for your most critical business entities.

Customer

Synchronizes customer records including contact details, addresses, and credit information for sales, finance, and CRM.

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

Sage 100 Fields

CustomerNo CustomerName AddressLine1 City State AccountStatus CreditLimit EmailAddress TermsCode SalespersonDivisionNo

Mapping Notes

NAV 'No.' to Sage 100 'CustomerNo' (often requires a cross-reference table). Address fields require parsing and standardization. Credit limits, payment terms, and status must be harmonized. AI can assist in fuzzy matching for deduplication.

Next Steps

See Dynamics NAV + Sage 100 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 (e.g., Shopify) into Dynamics NAV for operational fulfillment, and then push relevant financial data to Sage 100 for accounting.

Integration Steps:

  1. 0 New order placed on eCommerce platform triggers iPaaS.
  2. 1 iPaaS creates/updates customer in Dynamics NAV and Sage 100 (AR_Customer).
  3. 2 iPaaS creates Sales Order in Dynamics NAV (SalesOrder) with line items.
  4. 3 NAV processes order; inventory is reserved and updated (Item, ItemLedgerEntries).
  5. 4 iPaaS updates Sage 100 IM_ItemWarehouse with real-time inventory levels.
  6. 5 Upon shipment from NAV, iPaaS updates eCommerce order status and pushes sales invoice data to Sage 100 (AR_InvoiceHeader) for financial posting.

Business Outcome

Reduced order processing time from hours to minutes, eliminated manual data entry errors, real-time inventory accuracy, 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.

Boost Operational Efficiency
Automate manual data entry, reduce redundant tasks, and streamline workflows across sales, finance, and inventory departments.
Achieve Real-time Data Accuracy
Synchronize critical entities like customers, items, and inventory levels in real-time, eliminating data discrepancies and ensuring a single source of truth.
Accelerate Business Cycles
Speed up order-to-cash, procure-to-pay, and financial close processes, leading to faster revenue recognition and improved cash flow.
Enhance Decision-Making
Gain a unified 360-degree view of your business with consolidated data, enabling more informed and strategic decisions.
Reduce Human Error & Risk
Minimize manual touchpoints and leverage AI for data validation, significantly reducing errors, reconciliation efforts, and compliance risks.
Empower Business Users
Low-code/no-code tools allow business analysts to create and manage integrations, freeing up IT resources for strategic initiatives.
✨

Boost Operational Efficiency

40% Reduction in manual effort

📋 What You Get

Automate manual data entry, reduce redundant tasks, and streamline workflows across sales, finance, and inventory departments.

💼 Business Impact

This benefit directly contributes to 40% improvement in Reduction in manual effort, 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

  • Field Concatenation/Splitting: Combining first name and last name into a full name, or splitting an address string into components.
  • Lookup Tables: Translating internal IDs to external IDs (e.g., NAV Customer No. to Sage 100 CustomerNo).
  • Date/Time Formatting: Converting date/time formats to match target system requirements.
  • Conditional Logic: Applying different rules based on data values (e.g., 'if ItemCategory = 'Service' then GLAccount = 'Service Revenue').
  • Data Aggregation/Disaggregation: Rolling up multiple line items into a summary or breaking down a summary into detailed entries.
  • Unit Conversion: Converting units of measure (e.g., 'Box' to 'Each' based on conversion factors).

🛡️ Error Handling

  • Invalid Reference Data: Attempting to create a Sales Order in NAV with a CustomerNo that doesn't exist.
  • Data Constraint Violation: Trying to update an Item in Sage 100 with a negative QuantityOnHand.
  • API Timeout: Network latency or heavy load causes an API call to NAV or Sage 100 to time out.
  • Authentication Token Expiry: The Web Service Access Key for NAV expires or is invalid.
  • Business Rule Violation: An invoice amount exceeds a predefined limit without proper approval, triggering a rejection.
  • Duplicate Record Attempt: Trying to create a customer in Sage 100 with an existing CustomerNo.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why should I integrate Dynamics NAV with Sage 100?
Integrating Dynamics NAV and Sage 100 eliminates data silos, automates manual processes, ensures real-time data consistency (e.g., inventory, customer data), and provides a unified view of your operations. This leads to increased efficiency, reduced errors, faster business cycles, and better decision-making, especially in hybrid environments or during migrations.

Technical FAQs

▸ What is the best way to integrate Dynamics NAV and Sage 100?
The most robust and scalable approach is to use a modern iPaaS (Integration Platform as a Service). An iPaaS provides pre-built connectors for NAV's Web Services (OData/SOAP) and Sage 100's BOI/ODBC, offering visual low-code/no-code workflow design, AI-powered mapping, and comprehensive error handling. This approach is superior to custom coding or point-to-point integrations.
▸ What kind of data transformation is typically needed?
Common transformations include mapping different numbering series (e.g., Customer IDs), standardizing address formats, converting units of measure, translating status codes, and deriving GL accounts based on business rules. Our iPaaS's visual data mapper with AI assistance makes these complex transformations efficient and manageable.
▸ Can I manage different integration environments (dev, QA, prod) for my NAV and Sage 100 integrations?
Yes, a professional iPaaS provides robust environment management features. You can develop and test integrations in isolated development and QA environments, ensuring thorough validation before promoting them to your live production environment. This structured lifecycle minimizes risks and ensures stability.

AI Features FAQs

▸ How does AI enhance NAV and Sage 100 integrations?
AI significantly augments integrations by providing intelligent mapping suggestions, automating data validation to prevent errors, detecting anomalies in financial transactions or inventory, and offering smart error resolution. It reduces manual effort, improves data quality, and introduces predictive capabilities into your ERP workflows.

Use Cases FAQs

▸ Can I automate eCommerce order processing between these two ERPs?
Absolutely. An iPaaS can fully automate the eCommerce order-to-cash cycle. Orders from your online store can be automatically routed to Dynamics NAV for fulfillment and inventory management, with relevant financial data (customers, invoices) then pushed to Sage 100 for accounting, ensuring real-time inventory and customer data consistency across all systems.

Security FAQs

▸ How is security handled for Dynamics NAV and Sage 100 integration?
Security is paramount. We employ dedicated service accounts with least privilege access, TLS 1.2+ encryption for all data in transit, secure credential storage in an iPaaS vault, IP whitelisting, and comprehensive audit trails. Our platform adheres to industry standards like SOC 2 and GDPR, ensuring your data is protected.

Performance FAQs

▸ Will integrating these systems slow down my ERP performance?
Properly designed integrations using an iPaaS are built for performance. Strategies like intelligent batching, caching reference data, optimized API queries, and event-driven updates minimize direct load on Dynamics NAV and Sage 100, ensuring efficient and scalable operations without degrading system performance.
Pricing

Simple, transparent pricing for Dynamics NAV + Sage 100.

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 + Sage 100 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