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Ready to Transform Your Sales & ERP Operations?

Streamline your quote-to-cash process, eliminate manual data entry, and enhance accuracy with a powerful, intelligent integration solution.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Epicor Eclipse 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 Eclipse and Quotewerks.

  • Mapping custom fields from QuoteWerks quotes (e.g., 'ProjectCode', 'SalesRegion') to Epicor Eclipse sales order custom fields or line attributes.
  • Extending Epicor Eclipse customer records with QuoteWerks-specific segmentation data.
  • Synchronizing custom product attributes from Epicor Eclipse to QuoteWerks.
Implementation Timeline

Go live with Epicor Eclipse + 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 Eclipse 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 Eclipse + 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

  • Mapping custom fields from QuoteWerks quotes (e.g., 'ProjectCode', 'SalesRegion') to Epicor Eclipse sales order custom fields or line attributes.
  • Extending Epicor Eclipse customer records with QuoteWerks-specific segmentation data.
  • Synchronizing custom product attributes from Epicor Eclipse to QuoteWerks.

Integration Architecture: iPaaS for Epicor Eclipse & QuoteWerks

The integration is built on a modern, cloud-native iPaaS (Integration Platform as a Service) architecture, providing flexibility, scalability, and robust governance.

Data Flow Steps

Event-Driven Integration: For real-time updates (e.g., QuoteWerks quote approval via webhook).

Scheduled Batch Processing: For large data syncs (e.g., daily product catalog updates from Epicor Eclipse).

Canonical Data Model: Use an intermediate data structure within the iPaaS to normalize data between systems, simplifying transformations.

Idempotent Operations: Design integration steps to be repeatable without causing unintended side effects.

Data Touchpoints

iPaaS Core: Runtime engine, workflow designer, data mapper.
Connectors: Pre-built, optimized connectors for Epicor Eclipse and QuoteWerks APIs.
Event Bus/Queue: For asynchronous processing and handling webhooks.
Data Transformation Engine: Low-code/no-code visual mapping and transformation capabilities.
Monitoring & Logging: Centralized dashboards and audit trails.
Security Gateway: API key management, OAuth, data encryption in transit and at rest.
Sandbox Environments: For development, testing, and staging.

"Conceptual diagram depicts QuoteWerks and Epicor Eclipse as distinct applications, with the iPaaS acting as the central orchestration layer. Connectors facilitate communication, and a data transformation engine handles mapping. Webhooks and scheduled jobs trigger flows. Monitoring and alerting sit atop the entire architecture."

Pricing

Simple, transparent pricing for Epicor Eclipse + 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 Eclipse

Integrating Epicor Eclipse 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/Company

Synchronizes core customer information, ensuring consistency for quoting, ordering, and invoicing.

Epicor Eclipse Fields

CustomerID CompanyName Address1 City State Zip Phone Email TaxID TermsCode CreditLimit

Quotewerks Fields

CompanyID CompanyName Address1 City State Zip Phone Email TaxID PaymentTerms CreditLimit

Mapping Notes

CustomerID in Epicor Eclipse maps to CompanyID in QuoteWerks. Address fields are typically direct maps. PaymentTerms may require translation from TermsCode.

Next Steps

See Epicor Eclipse + 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 Conversion to Sales Order

Once a quote is approved in QuoteWerks, it's automatically converted into a sales order within Epicor Eclipse, including all line items, pricing, and customer details, eliminating manual re-keying.

Integration Steps:

  1. 0 Sales rep finalizes and marks quote as 'Approved' in QuoteWerks.
  2. 1 iPaaS detects the status change via webhook/polling.
  3. 2 Quote data is transformed and mapped to Epicor Eclipse Sales Order schema.
  4. 3 A new Sales Order is created in Epicor Eclipse.
  5. 4 Confirmation is sent back to QuoteWerks or sales rep.

Business Outcome

Reduced quote-to-order processing time by up to 70%, eliminated data entry errors, accelerated order fulfillment.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Epicor Eclipse & Quotewerks Integration | Streamline Sales & ERP
Key benefit of this integration
Bidirectional Data Flow between Epicor Eclipse and Quotewerks
Key benefit of this integration
Intuitive Visual Mapping & Workflow Design
Key benefit of this integration
Secure Sandbox & Robust Version Control
Key benefit of this integration
The Disconnect: Why Manual Sales & ERP Processes Hold You Back
Key benefit of this integration
The Unified Solution: Intelligent Epicor Eclipse & Quotewerks Integration
Key benefit of this integration
✨

Epicor Eclipse & Quotewerks Integration | Streamline Sales & ERP

📋 What You Get

Key benefit of this integration

💼 Business Impact

This benefit directly contributes to improvement in , 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
POST
GET, POST, PUT
GET

⚡ Transformation Logic

  • Currency Conversion: If multiple currencies are used, define conversion rules based on Epicor Eclipse's exchange rates.
  • Unit of Measure (UOM) Mapping: Ensure consistent UOMs between systems; apply conversion factors if necessary (e.g., 'box' to 'each').
  • Discount Application: Translate QuoteWerks' discount structures to Epicor Eclipse's pricing rules, applying discounts at the line item or header level.
  • Tax Calculation Mapping: Ensure tax codes and rates from QuoteWerks are correctly applied or re-calculated based on Epicor Eclipse's tax engine.
  • Custom Field Mapping: Support mapping of custom fields from QuoteWerks to Epicor Eclipse (and vice-versa) to preserve specific business data.
  • Status Mapping: Map QuoteWerks quote statuses (e.g., 'Draft', 'Approved', 'Ordered') to corresponding Epicor Eclipse sales order statuses or custom fields.

🛡️ Error Handling

  • Product Not Found: A product on a QuoteWerks quote does not exist in Epicor Eclipse.
  • Invalid Customer ID: The customer associated with a QuoteWerks quote cannot be matched in Epicor Eclipse.
  • API Rate Limit Exceeded: Too many requests to Epicor Eclipse's API within a short period.
  • Data Type Mismatch: Attempting to push a string into a numeric field.
  • Required Field Missing: A mandatory field for an Epicor Eclipse Sales Order is not provided by QuoteWerks data.
Support & Information

Frequently Asked Questions

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

Data Synchronization FAQs

▸ What data can be synchronized between Epicor Eclipse and QuoteWerks?
Our integration supports the synchronization of key entities including customers (companies and contacts), products, pricing, inventory levels, and the automated conversion of approved quotes into sales orders. Custom fields can also be mapped.

Integration Type FAQs

▸ Is the integration real-time or batch-based?
The integration supports both real-time and scheduled synchronization. Quote status changes (e.g., 'Approved') can trigger real-time sales order creation via webhooks, while product catalog and pricing updates from Epicor Eclipse can be scheduled (e.g., hourly, daily) for efficiency.

Technical FAQs

▸ What if our Epicor Eclipse instance is on-premise?
Our iPaaS solution supports hybrid deployment models. While the core iPaaS runs in the cloud, a lightweight, secure agent can be deployed on your local network to connect securely to your on-premise Epicor Eclipse instance, ensuring data privacy and connectivity.

Pricing & Discounts FAQs

▸ How does the integration handle pricing and discounts?
The integration ensures that QuoteWerks always reflects the latest product pricing and discount structures from Epicor Eclipse. Complex discount logic from Epicor can be mapped and applied within QuoteWerks quotes, or processed during the sales order creation in Epicor.

Customization FAQs

▸ Can we customize the integration workflows?
Absolutely. Our iPaaS provides a low-code/no-code visual workflow designer, allowing you to customize data mappings, add conditional logic, define custom transformations, and extend workflows to fit your unique business processes without extensive coding.

Support FAQs

▸ What kind of support is available?
We offer comprehensive support packages including 24/7 monitoring, dedicated technical support, SLA options, and access to a rich knowledge base and community forums. Our team ensures your integration runs smoothly.

Security FAQs

▸ How is data security ensured?
Data security is paramount. We employ end-to-end encryption (TLS 1.2+ and AES-256), robust authentication (OAuth 2.0, API Keys), role-based access control, and adhere to industry compliance standards like ISO 27001 and SOC 2 Type II.
Pricing

Simple, transparent pricing for Epicor Eclipse + 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 Eclipse + 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