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Epicor Prophet21 & QuoteWerks + | Streamline Sales & ERP Integration

Clarity Connect™ integrates Epicor Prophet21 & QuoteWerks with | Streamline Sales & ERP, 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 Prophet21 & QuoteWerks and | Streamline Sales & ERP 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 Prophet21 & QuoteWerks and | Streamline Sales & ERP.

  • Map custom fields from QuoteWerks quotes to custom fields on P21 Sales Orders.
  • Synchronize custom product attributes from P21 to QuoteWerks.
  • Extend customer records with custom fields from either system.
Implementation Timeline

Go live with Epicor Prophet21 & QuoteWerks + | Streamline Sales & ERP 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 Prophet21 & QuoteWerks and | Streamline Sales & ERP, 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 Prophet21 & QuoteWerks + | Streamline Sales & ERP deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Map custom fields from QuoteWerks quotes to custom fields on P21 Sales Orders.
  • Synchronize custom product attributes from P21 to QuoteWerks.
  • Extend customer records with custom fields from either system.

Integration Architecture: Robust & Scalable

Our iPaaS-driven architecture provides a flexible, secure, and scalable foundation for connecting Epicor Prophet 21 and QuoteWerks, ensuring reliable data exchange and business continuity.

Data Flow Steps

Event-Driven Architecture: Utilizing QuoteWerks webhooks for immediate processing of critical events (e.g., quote approval).

Request-Reply Pattern: For direct API calls where a response is expected (e.g., creating a sales order and getting an order ID).

Batch Processing: For large volume, less time-sensitive data (e.g., daily full product catalog sync).

Canonical Data Model: Intermediate data representation within the iPaaS to simplify transformations between diverse schemas.

Data Touchpoints

iPaaS Core Engine: Orchestrates workflows, manages connectors, applies transformations.
Epicor Prophet 21 Connector: Optimized for P21 APIs (Sales Order, Customer, Item).
QuoteWerks Connector: Handles QuoteWerks API calls and listens for webhooks.
Data Transformation Engine: Low-code/no-code visual mapping and data manipulation.
Monitoring & Alerting Module: Real-time dashboards, log management, and notification services.
Error Handling & Retry Mechanism: Automated recovery and manual intervention queues.
Security & Authentication Layer: OAuth2, API Key management, data encryption in transit/at rest.

"The architecture centers around a modern iPaaS acting as the central orchestration layer. Epicor Prophet 21 and QuoteWerks connect to the iPaaS via their respective APIs (REST/SOAP) and webhooks. The iPaaS handles data transformation, routing, error handling, and monitoring. Data flows are typically event-driven where possible (e.g., QuoteWerks webhooks) and scheduled for bulk data synchronization (e.g., P21 product catalog)."

Pricing

Simple, transparent pricing for Epicor Prophet21 & QuoteWerks + | Streamline Sales & ERP.

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 Prophet21 & QuoteWerks

Integrating Epicor Prophet21 & QuoteWerks 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

Synchronizes customer account details, including billing and shipping addresses, contact information, and payment terms, between P21 and QuoteWerks.

Epicor Prophet21 & QuoteWerks Fields

[name, CustID],[type, string],[description, Unique Customer ID] [name, Name],[type, string],[description, Company Name] [name, Address1],[type, string],[description, Billing Address Line 1] [name, City],[type, string] [name, State],[type, string] [name, Zip],[type, string] [name, Phone],[type, string] [name, Email],[type, string] [name, TermsCode],[type, string],[description, Payment Terms]

| Streamline Sales & ERP Fields

[name, Company],[type, string] [name, BillToAddress1],[type, string] [name, BillToCity],[type, string] [name, BillToState],[type, string] [name, BillToZip],[type, string] [name, Phone],[type, string] [name, Email],[type, string] [name, Terms],[type, string] [name, AccountID],[type, string],[description, External ID for P21 CustID]

Mapping Notes

P21's CustID will be stored in a custom field (e.g., 'AccountID') in QuoteWerks to maintain a unique link. Address fields should be mapped carefully, considering Ship To/Bill To distinctions.

Next Steps

See Epicor Prophet21 & QuoteWerks + | Streamline Sales & ERP 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-Order Conversion

Seamlessly convert approved QuoteWerks quotes into sales orders in Epicor Prophet 21, including line items, pricing, and customer details, without manual intervention.

Integration Steps:

  1. 0 Quote created and approved in QuoteWerks.
  2. 1 Integration platform detects approved quote via webhook/polling.
  3. 2 Customer and Product data validated/synced between systems.
  4. 3 New Sales Order created in P21 with all quote details.
  5. 4 Order confirmation sent back to QuoteWerks or sales rep.

Business Outcome

Reduced order processing time by 70%, elimination of data entry errors, accelerated revenue.

Frequency

Real-time / Near Real-time (event-driven)

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose

⚡ Transformation Logic

  • Product Mapping: P21's `ItemNumber` is canonical. If a product exists in QuoteWerks but not P21, it's flagged for review or created in P21 based on business rules.
  • Pricing Logic: P21's `SellingPrice` is the base. QuoteWerks' complex pricing engine can apply additional discounts or surcharges, which are then passed to P21's sales order as line item adjustments.
  • Customer ID Management: P21's `CustID` is stored in a custom field in QuoteWerks to ensure a direct link. New customers in QuoteWerks can automatically create a new `CustID` in P21, following a predefined numbering scheme.
  • Address Standardization: Address fields are cleaned and standardized to ensure consistency across systems, minimizing delivery errors.
  • Status Mapping: QuoteWerks `Status='Approved'` maps to P21 `OrderStatus='Open'` for new sales orders.

🛡️ Error Handling

  • P21 API downtime.
  • Invalid product ID during order creation.
  • Insufficient inventory in P21.
  • QuoteWerks webhook delivery failure.
  • Data type mismatches during transformation.
Support & Information

Frequently Asked Questions

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

Data Sync FAQs

▸ What data can be synced between Epicor Prophet 21 and QuoteWerks?
You can synchronize customer and contact information, product catalogs, pricing, inventory levels from P21 to QuoteWerks, and convert approved quotes from QuoteWerks into sales orders in P21. Custom fields can also be mapped.

Performance FAQs

▸ How does the integration handle real-time inventory updates?
The integration can be configured to fetch real-time inventory levels from Prophet 21 via API calls whenever a quote is being generated or modified in QuoteWerks, ensuring sales reps always have accurate stock information. Scheduled updates are also an option.

Error Handling FAQs

▸ What happens if a quote fails to create an order in P21?
Our iPaaS includes robust error handling. Failed transactions are logged, alerts are triggered, and the system attempts retries. You'll have a dashboard to review and manually reprocess any failed orders, ensuring no data is lost.

Customization FAQs

▸ Can we customize the integration workflow?
Absolutely. Our low-code/no-code iPaaS allows you to customize workflows, add conditional logic, define custom data transformations, and map custom fields without extensive coding, adapting the integration to your unique business processes.

Security FAQs

▸ Is the integration secure and compliant?
Yes, our platform adheres to enterprise-grade security standards (e.g., SOC 2, ISO 27001) with end-to-end encryption, robust access controls, and comprehensive audit trails to protect your sensitive business data.

Implementation FAQs

▸ How long does it take to implement this integration?
Leveraging our pre-built connectors and low-code platform, initial integration setup can often be completed in a matter of weeks, significantly faster than traditional custom coding approaches. Complex customizations may extend the timeline.

Scalability FAQs

▸ Does this support multi-company or multi-branch P21 environments?
Yes, the integration can be configured to support multi-company or multi-branch setups within Prophet 21, ensuring data flows to and from the correct entities based on your organizational structure and business rules.
Pricing

Simple, transparent pricing for Epicor Prophet21 & QuoteWerks + | Streamline Sales & ERP.

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 Prophet21 & QuoteWerks + | Streamline Sales & ERP 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