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Epicor E10 + Quotewerks Integration

Clarity Connect™ integrates Epicor E10 with Quotewerks, 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 Epicor E10 and Quotewerks 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 Epicor E10 and Quotewerks.

  • The integration supports mapping and synchronization of custom fields defined in both Epicor E10 and QuoteWerks. Our iPaaS provides visual tools to easily incorporate these fields into your data flows.
  • Epicor E10: Custom UD fields (User Defined fields) on Customer, Part, Sales Order, and other entities.
  • QuoteWerks: Custom fields within Quotes, Products, and Customer records.
Implementation Timeline

Go live with Epicor E10 + Quotewerks 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 Epicor E10 and Quotewerks, 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 Epicor E10 + Quotewerks deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • The integration supports mapping and synchronization of custom fields defined in both Epicor E10 and QuoteWerks. Our iPaaS provides visual tools to easily incorporate these fields into your data flows.
  • Epicor E10: Custom UD fields (User Defined fields) on Customer, Part, Sales Order, and other entities.
  • QuoteWerks: Custom fields within Quotes, Products, and Customer records.

Robust Integration Architecture for Scalability & Security

Our recommended architecture utilizes a centralized iPaaS (Integration Platform as a Service) as the intelligent hub, connecting Epicor E10 and QuoteWerks securely and efficiently. This avoids brittle point-to-point integrations and ensures a scalable, maintainable, and observable integration landscape.

Data Flow Steps

Event-Driven Integration: For real-time updates (e.g., Quote Approved triggers Sales Order creation), utilizing webhooks from QuoteWerks or BAQ events from E10.

Batch Processing: For bulk data synchronization (e.g., daily product catalog updates from E10 to QuoteWerks), optimizing throughput and resource utilization.

Request-Reply Pattern: For synchronous operations like validating a customer or part number before proceeding with an order.

Canonical Data Model: Utilizing a standardized data model within the iPaaS to simplify mapping between disparate system schemas.

Data Touchpoints

iPaaS Platform: The central orchestration engine, offering connectors, mapping, transformation, workflow design, monitoring, and security.
Epicor E10 Application Server: Hosts E10's RESTful APIs and database.
QuoteWerks Application/API Gateway: Provides access to QuoteWerks data and functionality.
Secure Credential Store: For managing API keys and authentication tokens.
Monitoring & Alerting System: Integrated with iPaaS for proactive issue detection.

"A conceptual diagram would show QuoteWerks (source) -> iPaaS (transformation, orchestration, validation) -> Epicor E10 (target). Bi-directional arrows for master data sync. Security layers and monitoring components would envelop the iPaaS."

Pricing

Simple, transparent pricing for Epicor E10 + Quotewerks.

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
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Epicor E10

Integrating Epicor E10 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.

Quote / Sales Order

The core transaction entity, representing a customer's commitment to purchase.

Epicor E10 Fields

[field, OrderNum],[type, string],[description, Unique Epicor Sales Order ID] [field, OrderDate],[type, date],[description, Date the order was placed] [field, CustomerPONum],[type, string],[description, Customer's Purchase Order number (often mapped from QuoteWerks Quote ID)] [field, CustomerNum],[type, integer],[description, Foreign key to Customer master] [field, ShipToNum],[type, integer],[description, Shipping address ID] [field, OrderQty],[type, decimal],[description, Quantity ordered per line item] [field, UnitPrice],[type, decimal],[description, Price per unit per line item] [field, PartNum],[type, string],[description, Foreign key to Part master] [field, RequestDate],[type, date],[description, Requested delivery date]

Quotewerks Fields

[field, QuoteID],[type, string],[description, Unique QuoteWerks Quote ID] [field, QuoteDate],[type, date],[description, Date the quote was created] [field, CustomerID],[type, string],[description, Foreign key to QuoteWerks Customer] [field, LineItems],[type, array],[description, Collection of products/services on the quote] [field, ProductCode],[type, string],[description, Product identifier] [field, Quantity],[type, decimal],[description, Quoted quantity] [field, Price],[type, decimal],[description, Quoted unit price] [field, DeliveryDate],[type, date],[description, Proposed delivery date] [field, Status],[type, string],[description, Current status of the quote (e.g., Approved, Pending)]

Mapping Notes

QuoteWerks' 'QuoteID' typically maps to Epicor E10's 'CustomerPONum' or can be used to generate 'OrderNum' for new sales orders. QuoteWerks 'LineItems' map directly to Epicor E10 'Sales Order Lines'. Careful mapping of pricing, discounts, and taxes is crucial, often requiring transformation logic to align with E10's financial rules.

Next Steps

See Epicor E10 + Quotewerks 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.

Automated Quote-to-Sales Order Creation

Seamlessly convert approved quotes from QuoteWerks into Sales Orders within Epicor E10, including all line item details, pricing, and customer information. This eliminates manual re-entry and accelerates order fulfillment.

Integration Steps:

Business Outcome

Frequency

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /api/v1/Ice.BO.SalesOrderSvc/SalesOrders Creates a new Sales Order in Epicor E10 from an approved QuoteWerks quote. Requires detailed header and line item data derived from the quote.
GET, POST, PATCH /api/v1/Ice.BO.CustomerSvc/Customers Retrieves customer information for validation, creates new customers, or updates existing customer details in Epicor E10 based on QuoteWerks data. Essential for syncing customer master data.
GET, PATCH /api/v1/Ice.BO.PartSvc/Parts Retrieves product (Part) master data and inventory levels from Epicor E10 to update QuoteWerks product catalogs. Supports partial updates for specific fields like 'OnHandQty' or 'UnitPrice'.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1 mapping (e.g., QuoteWerks ProductCode to E10 PartNum).
  • Data Concatenation: Combining multiple QuoteWerks address fields into a single E10 address field.
  • Lookup & Translation: Translating QuoteWerks status codes to E10-compatible status codes, or mapping QuoteWerks payment terms to E10 TermsCode.
  • Conditional Logic: Applying different pricing rules or tax codes based on customer type or product category.
  • Default Values: Assigning default values for non-mandatory fields in E10 if not present in QuoteWerks.

🛡️ Error Handling

  • Epicor E10 API unavailable or rate-limited.
  • Invalid PartNum or CustomerID submitted to E10.
  • QuoteWerks quote data missing critical fields for E10 order creation.
  • Network connectivity issues between iPaaS and either system.
  • Business logic errors during data transformation (e.g., incorrect pricing calculation).
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What is the primary benefit of integrating Epicor E10 with QuoteWerks?
The primary benefit is the automation of your quote-to-cash cycle. This eliminates manual data entry, reduces errors, accelerates sales order creation in E10 from approved QuoteWerks quotes, and provides real-time visibility across sales and financial operations.

Technical FAQs

▸ How does an approved QuoteWerks quote become a Sales Order in Epicor E10?
When a quote is approved or marked as 'Ordered' in QuoteWerks, our iPaaS solution detects this event (via webhook or scheduled check). It then extracts the quote details, transforms them according to your E10 schema, and uses Epicor E10's SalesOrderSvc API to automatically create a new Sales Order, including all line items and customer information.

Data Flow FAQs

▸ Can customer and product data be synchronized bi-directionally?
Yes, customer data (e.g., new customer creation, address updates) can be synchronized bi-directionally between Epicor E10 and QuoteWerks to maintain a consistent 'Customer 360' view. Product (Part) master data, including pricing and inventory, typically flows primarily from Epicor E10 to QuoteWerks to ensure sales teams always have the latest information.

Data Integrity FAQs

▸ What happens if there's a pricing discrepancy between QuoteWerks and Epicor E10?
Our iPaaS is configured with robust data validation and transformation rules. If a discrepancy is detected during the integration flow, it can either automatically apply E10's master pricing, flag the transaction for manual review, or send an alert to the relevant team. AI can also assist in anomaly detection for pricing.

Customization FAQs

▸ Does this integration support custom fields in Epicor E10 and QuoteWerks?
Absolutely. Our iPaaS solution is designed to handle custom fields (User Defined fields in E10, custom fields in QuoteWerks). You can easily map and synchronize these custom fields using the visual mapping interface within the iPaaS, extending the integration to fit your unique business requirements.

Security FAQs

▸ How does the integration ensure data security?
We employ enterprise-grade security measures: OAuth 2.0 or token-based authentication for APIs, TLS/SSL encryption for all data in transit, secure credential management, least-privilege access, and comprehensive audit trails. Our iPaaS adheres to zero-trust principles and industry compliance standards.

AI FAQs

▸ What is the role of AI in enhancing this integration?
AI enhances the integration by providing intelligent features such as auto-suggesting field mappings, detecting anomalies in data (e.g., unusual quote values), validating data against business rules, and assisting with error resolution. This leads to more accurate, reliable, and intelligent automation.

Monitoring FAQs

▸ How can I monitor the health and performance of my Epicor E10 and QuoteWerks integrations?
Our iPaaS platform provides comprehensive monitoring dashboards that track API call volumes, success/failure rates, latency, and throughput for both systems. You can configure automated alerts for critical errors or performance degradation, ensuring proactive management of your integration landscape.
Pricing

Simple, transparent pricing for Epicor E10 + Quotewerks.

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 Epicor E10 + Quotewerks 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