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Connect™

Unify Epicor and Infor CloudSuite: Intelligent Integration for Next-Gen ERP

Break down data silos, automate end-to-end workflows, and gain real-time visibility across manufacturing, supply chain, and financials with our AI-powered iPaaS solution.

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The Challenge

The Challenge of Disconnected Epicor & Infor CloudSuite Environments

Many enterprises rely on Epicor for its deep operational and manufacturing capabilities, while leveraging Infor CloudSuite for its comprehensive financial management and broader ERP functions. Operating these critical systems in isolation leads to a fragmented view of the business, hindering efficiency and decision-making.

  • Manual data entry between systems is time-consuming and error-prone.
  • Delayed or inconsistent data leads to inaccurate inventory, financial discrepancies, and poor customer service.
  • Lack of real-time visibility impedes agile response to market changes and operational issues.
  • Complex workflows involving both systems require custom coding, increasing IT burden and maintenance costs.
  • Fragmented customer and product master data results in operational inefficiencies and compliance risks.
Integration Diagram
Solution Illustration
The Solution

Intelligent iPaaS Integration: Unifying Epicor and Infor CloudSuite

Our intelligent iPaaS solution provides a robust, low-code platform specifically designed to bridge the gap between Epicor and Infor CloudSuite. By leveraging an API-first, event-driven architecture augmented with AI, we enable seamless, real-time data synchronization and workflow automation across your entire enterprise.

  • Pre-built connectors for Epicor and Infor CloudSuite
  • Visual drag-and-drop workflow designer
  • AI-powered data mapping and transformation
  • Real-time data synchronization with event-driven triggers
  • Centralized monitoring and error handling dashboards
Implementation Timeline

Go live with Epicor + Infor CloudSuite 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 and Infor CloudSuite, 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 + Infor CloudSuite 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 for Epicor and Infor CloudSuite
  • Visual drag-and-drop workflow designer
  • AI-powered data mapping and transformation
  • Real-time data synchronization with event-driven triggers
  • Centralized monitoring and error handling dashboards
  • Robust security and compliance features
  • Scalable architecture for high-volume transactions

Deep Dive into Epicor & Infor CloudSuite Integration Architecture

Our iPaaS acts as the central nervous system, orchestrating complex data flows between Epicor's operational modules and Infor CloudSuite's comprehensive ERP and financial capabilities. This technical overview details the methods, authentication, and best practices for a robust and scalable integration.

Data Flow Steps

Connection Setup: Securely establish API connections to Epicor (REST APIs) and Infor CloudSuite (via Infor OS/ION using OAuth 2.0).

Trigger Definition: Configure event listeners or webhooks on source systems (e.g., Epicor BPMs for Sales Order creation, Infor ION BODs for customer updates).

Data Extraction: Extract relevant data from the source system using optimized API calls or event payloads.

Transformation & Harmonization: Apply complex business logic, data cleansing, enrichment, and mapping to align disparate data models.

Validation: Implement AI-driven and rule-based validation checks to ensure data quality before ingestion into the target system.

Data Loading: Ingest transformed data into the target system via its respective APIs, ensuring idempotency and respecting rate limits.

Error Handling & Monitoring: Log all transactions, manage retries for transient failures, and alert on critical exceptions; provide end-to-end observability.

Data Touchpoints

Epicor SalesOrder <-> Infor CloudSuite Sales Order
Epicor Part <-> Infor CloudSuite Product / Item
Epicor Customer <-> Infor CloudSuite Customer
Epicor Supplier <-> Infor CloudSuite Vendor
Epicor Invoice (AR) <-> Infor CloudSuite Invoice (Customer)
Epicor PurchaseOrder <-> Infor CloudSuite Purchase Order
Epicor GLAccount <-> Infor CloudSuite General Ledger Entry
Epicor LaborDtl -> Infor CloudSuite General Ledger Entry (Costing)
Epicor Inventory <-> Infor CloudSuite Inventory

"A conceptual diagram shows Epicor and Infor CloudSuite connected bi-directionally to an iPaaS. External systems (e.g., eCommerce, CRM, MES) feed into Epicor or the iPaaS. Data flows from Epicor to the iPaaS, where it is transformed and routed to Infor CloudSuite. Conversely, data from Infor CloudSuite (e.g., financial updates) flows back through the iPaaS to Epicor or other relevant systems. Infor ION acts as a messaging bus for Infor CloudSuite, while Epicor BPMs trigger events. AI capabilities are overlaid, assisting with mapping, validation, and anomaly detection within the iPaaS layer."

Pricing

Simple, transparent pricing for Epicor + Infor CloudSuite.

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 Epicor

Integrating Epicor 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 for Epicor and Infor CloudSuite

Harmonizing the diverse data models of Epicor and Infor CloudSuite requires sophisticated mapping. Our iPaaS provides a visual canvas, augmented by AI, to ensure accurate and consistent data exchange for critical business entities.

Customer

Represents a customer account, crucial for sales, AR, and CRM processes.

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress CreditManager

Infor CloudSuite Fields

customerID customerName addressLine1 city state zipCode country email phone taxID creditLimit paymentTerms

Mapping Notes

Epicor's `CustID` should map to Infor CloudSuite's `customerID` for unique identification. Address fields require standardization. Credit limit from Infor CloudSuite (financial system of record) should update Epicor.

Next Steps

See Epicor + Infor CloudSuite 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 with Epicor & Infor CloudSuite

Seamlessly integrate your eCommerce platform with Epicor for order fulfillment and then with Infor CloudSuite for financial processing, ensuring real-time inventory updates and accurate billing.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 iPaaS captures order event and creates Sales Order in Epicor.
  3. 2 Epicor validates order, allocates inventory, and initiates fulfillment (e.g., creates ShipHead).
  4. 3 Shipment confirmation from Epicor triggers AR Invoice creation in Epicor and subsequent posting to Infor CloudSuite Financials (AR).
  5. 4 Payment gateway captures payment, iPaaS posts Cash Receipt in Infor CloudSuite (and optionally Epicor AR).
  6. 5 Order status updates pushed back to eCommerce platform.

Business Outcome

Accelerated order processing, real-time inventory accuracy, faster cash realization, reduced manual reconciliation, improved customer satisfaction.

Frequency

Event-driven (real-time)

Business Value

Key Integration Benefits

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

Real-time Operational & Financial Visibility
Gain a unified, up-to-the-minute view of inventory, orders, production status, and financial health across Epicor and Infor CloudSuite.
Automated End-to-End Workflows
Eliminate manual data entry and human errors by automating critical processes like Order-to-Cash, Procure-to-Pay, and Inventory Sync.
Enhanced Data Accuracy & Consistency
Ensure a single source of truth for customer, product, and financial data, preventing discrepancies and improving data quality across systems.
Accelerated Financial Close
Automate GL postings and reconciliation from Epicor operational data into Infor CloudSuite, speeding up month-end and year-end close processes.
Improved Customer & Supplier Experience
Provide accurate order statuses, timely deliveries, and efficient payment processing through harmonized data and streamlined operations.
Reduced IT Burden & Cost
Leverage low-code/no-code tools to build and maintain integrations, minimizing reliance on custom coding and specialized IT resources.
Scalable & Future-Proof Architecture
Our iPaaS platform is built for growth, easily adapting to evolving business needs, new system additions, and increasing data volumes.
✨

Real-time Operational & Financial Visibility

30% Faster Decision Making

📋 What You Get

Gain a unified, up-to-the-minute view of inventory, orders, production status, and financial health across Epicor and Infor CloudSuite.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Decision Making, 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 /api/v2/odata/YourCompany/Erp.BO.SalesOrderSvc/SalesOrders Create new Sales Orders in Epicor from external systems (eCommerce, CRM).
PATCH /api/v2/odata/YourCompany/Erp.BO.PartSvc/Parts({Company},{PartNum}) Update Part (Product) information, including inventory levels or pricing.
POST /api/v2/odata/YourCompany/Erp.BO.CustomerSvc/Customers Create new Customer records from CRM or lead generation systems.
POST /api/v2/odata/YourCompany/Erp.BO.APInvoiceSvc/APInvoices Create Accounts Payable invoices from external invoice processing systems.
PATCH /api/v2/odata/YourCompany/Erp.BO.JobEntrySvc/Jobs({Company},{JobNum}) Update Production Order (Job) status or progress from MES systems.

⚡ Transformation Logic

  • Data Type Conversion: Convert Epicor's decimal quantities to Infor's expected numeric formats.
  • Value Mapping: Map Epicor's `OrderStatus` codes (e.g., 'Open', 'Shipped') to Infor CloudSuite's equivalent `status` values (e.g., 'Pending', 'Fulfilled').
  • Concatenation/Splitting: Combine address lines or split full names into first/last names as required by the target system.
  • Default Values: Assign default values for non-critical fields if not provided by the source system.
  • Lookups: Perform dynamic lookups (e.g., retrieve Infor CloudSuite's internal `productID` based on Epicor's `PartNum`).
  • Conditional Logic: Apply different transformations based on specific data values (e.g., apply different tax rates based on customer country).

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS implements exponential backoff and retries.
  • Invalid Data Format: AI validation flags the error, message routed to dead-letter queue for correction.
  • Duplicate Record: Deduplication logic prevents creation, original record updated or flagged.
  • Network Timeout: Automated retries with increasing delays.
  • Unauthorized Access: Immediate alert, integration flow halted until credentials are corrected.
  • System Downtime: Messages queued and processed once the target system is back online (guaranteed delivery).
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ What is the best way to integrate Epicor with Infor CloudSuite?
The optimal approach is to use a modern, AI-powered iPaaS platform. This leverages pre-built connectors, visual low-code workflows, and event-driven architecture to ensure real-time, bi-directional data synchronization and robust error handling between Epicor's APIs and Infor CloudSuite via Infor OS/ION.

AI Capabilities FAQs

▸ How does AI enhance the Epicor and Infor CloudSuite integration?
AI significantly enhances integration by providing intelligent automation for data mapping suggestions, automated anomaly detection in transaction flows, intelligent exception handling, and predictive analytics for operational insights. This reduces manual effort, improves data quality, and accelerates development.

Low-Code FAQs

▸ Can I use low-code tools to build Epicor and Infor CloudSuite integrations?
Absolutely. Modern iPaaS platforms offer extensive low-code/no-code capabilities, allowing business analysts and citizen integrators to graphically design, configure, and deploy complex Epicor and Infor CloudSuite integrations and workflows without writing custom code, significantly accelerating development and reducing IT dependency.

Error Handling FAQs

▸ How do you handle data discrepancies or errors during Epicor-Infor integrations?
Our iPaaS provides robust error handling: automated retries with exponential backoff for transient issues, dead-letter queues for failed messages, configurable alerts for critical errors, and a centralized dashboard for monitoring and manual reprocessing. AI can also identify and suggest fixes for common data validation errors.

Security FAQs

▸ What are the security considerations when integrating Epicor and Infor CloudSuite?
Key security considerations include using OAuth 2.0 for API authentication, encrypting all data in transit (HTTPS/TLS) and at rest, implementing least-privilege access for integration users, and securely managing API keys/credentials in a secrets manager. Compliance with regulations like GDPR and CCPA is also paramount.

Technical FAQs

▸ How do Epicor BPMs and Infor ION BODs contribute to integration?
Epicor's Business Process Management (BPM) engine can trigger custom events or call iPaaS webhooks for real-time updates. Infor ION uses Business Object Documents (BODs) as standardized messages for event-driven communication. Both enable event-driven, near real-time synchronization, reducing polling and improving responsiveness.

Modules FAQs

▸ What Epicor and Infor CloudSuite modules are typically integrated?
Commonly integrated modules include Sales Order Management, Inventory Management, Accounts Receivable, Accounts Payable, Production Management (Epicor Job Entry), Customer Relationship Management, General Ledger, and Procurement. These often interact to automate Order-to-Cash, Procure-to-Pay, and master data synchronization.

Data Management FAQs

▸ How can I ensure data consistency between Epicor and Infor CloudSuite?
Ensure data consistency by establishing a 'system of record' for each data point, implementing bi-directional iPaaS integration for key entities, using a robust mapping engine to handle transformations, and leveraging AI for data deduplication and validation during sync processes to prevent inconsistencies.
Pricing

Simple, transparent pricing for Epicor + Infor CloudSuite.

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 + Infor CloudSuite 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