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Unify Epicor & Sage 100: Intelligent Automation for Connected Operations

Break down data silos between your manufacturing ERP and core accounting. Achieve real-time visibility, automate critical workflows, and drive business efficiency with our AI-powered iPaaS integration.

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The Challenge

The Disconnect: Why Epicor and Sage 100 Silos Hurt Your Business

Operating Epicor for manufacturing and Sage 100 for financials in isolation creates significant operational bottlenecks, data inconsistencies, and hinders strategic decision-making. These 'swivel-chair' processes drain resources and introduce costly errors.

  • Manual data entry leading to errors and delays across sales orders, inventory, and financial records.
  • Lack of real-time visibility into inventory levels, sales performance, and financial health.
  • Disjointed customer and vendor data across systems, impacting service quality and vendor relations.
  • Slow and complex month-end closes due to manual reconciliation of transactions between ERP and accounting.
  • Inability to quickly adapt to market changes or scale operations without increasing manual workload.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Integration for Epicor and Sage 100

Our advanced iPaaS solution provides a seamless bridge between Epicor's powerful manufacturing and distribution capabilities and Sage 100's robust accounting functions. It's designed to automate complex workflows, ensure real-time data consistency, and empower your teams with a unified view of your business, all powered by low-code design and AI intelligence.

  • Bidirectional data synchronization for core entities.
  • Event-driven architecture for real-time updates.
  • Low-code/no-code visual workflow designer.
  • AI-powered data mapping and validation.
  • Robust error handling and monitoring dashboards.
Implementation Timeline

Go live with Epicor + 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 Epicor 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 Epicor + 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

  • Bidirectional data synchronization for core entities.
  • Event-driven architecture for real-time updates.
  • Low-code/no-code visual workflow designer.
  • AI-powered data mapping and validation.
  • Robust error handling and monitoring dashboards.
  • Scalable and secure cloud-native platform.

Technical Integration Details: Epicor & Sage 100 Connectivity

Our iPaaS acts as the central orchestration hub, intelligently connecting Epicor's rich RESTful API ecosystem with Sage 100's robust, yet traditional, integration interfaces (BOI, ODBC). This architecture ensures secure, scalable, and real-time data exchange, transforming complex integration challenges into streamlined, automated workflows.

Data Flow Steps

Connection Establishment: Securely connect to Epicor via OAuth 2.0 or token-based authentication and to Sage 100 via dedicated service accounts, IP whitelisting, and either ODBC/SQL direct access or BOI through a specialized iPaaS connector.

Event & Data Capture: Utilize Epicor's BPM engine for outbound event triggers (e.g., Sales Order created, Inventory adjusted) or poll Epicor's REST APIs. For Sage 100, implement Change Data Capture (CDC) or database triggers to detect updates, or leverage scheduled polling for less time-sensitive data.

Data Transformation & Mapping: Ingest data from the source system into the iPaaS. Leverage the visual mapping canvas and AI-assisted tools to transform and normalize data structures between Epicor's and Sage 100's schemas. Apply business logic, lookups, and aggregations as needed.

Workflow Orchestration: Design multi-step workflows to ensure transactional integrity. For example, creating a Sales Order in Epicor, then updating inventory, then posting relevant financial entries to Sage 100.

Error Handling & Monitoring: Implement robust error handling (retries, dead-letter queues, alerts) and provide real-time monitoring dashboards to track integration health and data flow.

Data Ingestion: Push the transformed data to the target system via its respective API/interface, ensuring all required fields and business rules are met.

Data Touchpoints

Epicor SalesOrder (via /api/v2/odata/.../SalesOrderSvc/SalesOrders)
Epicor Part (via /api/v2/odata/.../PartSvc/Parts)
Epicor Customer (via /api/v2/odata/.../CustomerSvc/Customers)
Epicor Invoice (via /api/v2/odata/.../APInvoiceSvc/APInvoices, Erp.BO.ARInvoiceSvc)
Epicor CashReceipt (via /api/v2/odata/.../CashReceiptSvc/CashReceipts)
Epicor JobHead (via /api/v2/odata/.../JobEntrySvc/Jobs)
Sage 100 AR_Customer (via BOI/ODBC)
Sage 100 SO_SalesOrderHeader/Detail (via BOI/ODBC)
Sage 100 CI_Item (via BOI/ODBC)
Sage 100 IM_ItemWarehouse (via BOI/ODBC)
Sage 100 AP_Vendor (via BOI/ODBC)
Sage 100 AP_InvoiceHeader/Detail (via BOI/ODBC)
Sage 100 GL_Account (via BOI/ODBC)
Sage 100 GL_JournalHeader/Detail (via BOI/ODBC)

"Epicor (API/BPM Events) <=> iPaaS (Connectors, Mapping, AI, Workflow Engine) <=> Sage 100 (BOI/ODBC/CDC)"

Pricing

Simple, transparent pricing for Epicor + 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 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

Seamless data flow between Epicor and Sage 100 relies on precise mapping of core business entities. Our iPaaS provides robust capabilities to harmonize data models, ensuring consistency and accuracy across your integrated landscape.

Customer

Represents a customer's master data, including billing, shipping, and contact information. Critical for sales, AR, and CRM integrations.

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

Sage 100 Fields

CustomerNo CustomerName AddressLine1 City State AccountStatus CreditLimit EmailAddress

Mapping Notes

Map Epicor's `CustID` to Sage 100's `CustomerNo` (or a custom field) for consistent identification. Handle address standardization and validation during sync. Consider bidirectional sync for updates.

Next Steps

See Epicor + 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 to Epicor (Sales Order Fulfillment) and then to Sage 100 (AR/GL), ensuring seamless data flow, inventory allocation, and financial posting.

Integration Steps:

  1. 0 New order placed on eCommerce platform.
  2. 1 iPaaS captures order event (webhook).
  3. 2 Customer data synchronized/validated between eCommerce, Epicor (Customer), and Sage 100 (AR_Customer).
  4. 3 Sales Order created in Epicor (SalesOrder) with line items (OrderDtl).
  5. 4 Inventory allocated in Epicor and synchronized to eCommerce (Part, OnHandQty).
  6. 5 Fulfillment status updated in Epicor, then pushed to eCommerce.
  7. 6 Invoice (AR Invoice) generated in Epicor, then posted to Sage 100 (AP_InvoiceHeader) for AR processing.

Business Outcome

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

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Real-time Operational Visibility
Gain an up-to-the-minute view of inventory, sales orders, production status, and financial health across Epicor and Sage 100.
Automated End-to-End Workflows
Eliminate manual data entry and 'swivel-chair' processes for sales orders, AP invoices, inventory, and customer/vendor data.
Enhanced Data Accuracy & Consistency
Ensure a single source of truth for critical business entities with AI-powered data validation and harmonization.
Accelerated Financial Close
Streamline accounts payable, cash receipts, and general ledger postings for a faster, more accurate financial close cycle.
Improved Customer & Vendor Satisfaction
Provide accurate order statuses, faster fulfillment, and timely payments through unified data and automated processes.
Reduced IT Burden & Cost
Leverage low-code/no-code tools to empower business users, reducing reliance on specialized developers and lowering TCO.
✨

Real-time Operational Visibility

30% Faster decision-making

📋 What You Get

Gain an up-to-the-minute view of inventory, sales orders, production status, and financial health across Epicor and Sage 100.

💼 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).
GET /api/v2/odata/YourCompany/Erp.BO.SalesOrderSvc/SalesOrders({Company},{OrderNum}) Retrieve specific Sales Order details for status updates or reconciliation.
POST /api/v2/odata/YourCompany/Erp.BO.CustomerSvc/Customers Create new Customer records from CRM or lead generation systems.
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.APInvoiceSvc/APInvoices Create Accounts Payable invoices from external invoice processing systems.
POST /api/v2/odata/YourCompany/Erp.BO.CashReceiptSvc/CashReceipts Record customer cash receipts from payment gateways.
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 strings to numbers, dates to specific formats (e.g., Epicor date to Sage 100 date format).
  • Lookup Tables: Map Epicor `ShipViaCode` to Sage 100 shipping methods, Epicor `GLAccount` to Sage 100 `AccountNumber`.
  • Conditional Logic: Apply different pricing rules based on customer type, or route invoices based on vendor category.
  • Data Enrichment: Pull additional customer details from CRM or product data from PIM before syncing to Epicor/Sage 100.
  • Concatenation/Splitting: Combine or split fields (e.g., Epicor AddressLine1, AddressLine2 into Sage 100 AddressLine1 with overflow).
  • Aggregation: Sum line item amounts to calculate total order value.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What is the primary benefit of integrating Epicor and Sage 100?
The primary benefit is achieving a unified view of your operational and financial data, eliminating data silos, reducing manual data entry, and automating critical business workflows like order-to-cash and procure-to-pay. This leads to real-time visibility, improved accuracy, and significant efficiency gains.

Technical FAQs

▸ How does your iPaaS handle the different API capabilities of Epicor and Sage 100?
Our iPaaS leverages Epicor's modern RESTful APIs directly. For Sage 100, which traditionally uses interfaces like BOI (Business Object Interface) or ODBC, our platform acts as an abstraction layer. It wraps these traditional interfaces, making them accessible and manageable as API-like endpoints within the iPaaS, ensuring a consistent and modern integration approach.

Use Cases FAQs

▸ Can I automate complex manufacturing workflows between Epicor and Sage 100?
Absolutely. Our iPaaS allows you to orchestrate complex manufacturing workflows. You can synchronize production order status from Epicor's JobHead to external MES or internal reporting, and ensure all related inventory movements and WIP (Work-in-Progress) financial postings are accurately reflected in Sage 100's GL and inventory modules.

Data Flow FAQs

▸ What kind of data synchronization is supported (one-way, two-way, real-time)?
Our solution supports flexible data synchronization modes. This includes one-way sync (e.g., Epicor Sales Order to Sage 100 AR), two-way sync (e.g., Customer or Item master data), and crucially, event-driven, real-time synchronization for critical updates like eCommerce orders, inventory level changes, and payment receipts, ensuring your data is always current.

AI Features FAQs

▸ How does AI enhance the Epicor Sage 100 integration?
AI significantly enhances the integration by providing intelligent automation. This includes AI-driven data mapping suggestions, automated anomaly detection in transaction flows, intelligent exception handling (e.g., auto-resolving common data validation errors), and even natural language processing for document intake like AP invoices, boosting efficiency and accuracy beyond simple rules.

Security FAQs

▸ What are the security considerations for this integration?
Security is paramount. We implement OAuth 2.0 for Epicor API authentication, use dedicated service accounts with least-privilege access for Sage 100, enforce HTTPS/TLS 1.2+ encryption for all data in transit, and store API keys/credentials in an encrypted vault. Data redaction in logs and compliance with regulations like GDPR/CCPA are also key considerations.

Low-Code FAQs

▸ Can business users manage these integrations without coding?
Yes, absolutely. Our modern iPaaS platform offers extensive low-code/no-code capabilities. Business analysts and citizen integrators can graphically design, configure, and deploy Epicor and Sage 100 integrations and workflows using a drag-and-drop interface, significantly accelerating development and reducing reliance on specialized developers.

Error Handling FAQs

▸ How are data discrepancies or errors handled during integration?
Our iPaaS provides robust error handling. This includes automated retries with exponential backoff for transient issues, dead-letter queues for persistent failures, configurable alerts for critical errors, and an intuitive dashboard for monitoring. AI can also assist by identifying anomalies and suggesting fixes for common data validation errors, minimizing manual intervention.
Pricing

Simple, transparent pricing for Epicor + 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 Epicor + 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