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Epicor + Sage 300 Integration

Clarity Connect™ integrates Epicor with Sage 300, 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 and Sage 300 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 and Sage 300.

  • The iPaaS automatically discovers and supports custom fields in both Epicor and Sage 300. These can be mapped and transformed like standard fields, ensuring full data fidelity for specialized business requirements.
  • Easily extend workflows to include validation or transformation logic for custom fields, maintaining data consistency.
Implementation Timeline

Go live with Epicor + Sage 300 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 300, 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 300 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 iPaaS automatically discovers and supports custom fields in both Epicor and Sage 300. These can be mapped and transformed like standard fields, ensuring full data fidelity for specialized business requirements.
  • Easily extend workflows to include validation or transformation logic for custom fields, maintaining data consistency.

Robust Integration Architecture for Epicor & Sage 300

Our iPaaS acts as the central nervous system, orchestrating data flow between Epicor and Sage 300 with a resilient, scalable, and secure architecture. It abstracts API complexities, providing a unified platform for all your integration needs.

Data Flow Steps

Event-Driven Architecture: Utilizes webhooks or near real-time polling to trigger flows (e.g., new order in Epicor triggers financial entry in Sage 300).

Canonical Data Model: Defines a standardized data structure within the iPaaS to simplify mapping between disparate systems.

Hub-and-Spoke: Centralizes integration logic within the iPaaS, reducing point-to-point spaghetti integrations.

Bulk Data Processing: For large historical migrations or daily batch updates, optimizing performance.

Data Touchpoints

iPaaS Core Engine: Orchestrates workflows, manages connectors, and executes transformations.
Epicor Connector: Leverages Epicor's REST APIs, handling authentication and data exchange.
Sage 300 Connector: Connects to Sage 300 APIs/SDKs, managing data transfer and business logic.
API Gateway: Secures and manages API traffic for both systems, especially for on-premise Sage 300.
Message Queues: For asynchronous processing and buffering high-volume transactions (e.g., Sales Orders, Inventory Updates).
Data Transformation & Validation Engines: Apply mapping rules, data enrichment, and AI-driven validation.
Monitoring & Alerting Module: Provides real-time dashboards and configurable alerts.

"A hub-and-spoke model where the iPaaS is the central hub. Epicor and Sage 300 are spokes, connected via dedicated connectors. External systems (eCommerce, CRM, WMS) also connect to the iPaaS. Data flows through the iPaaS, undergoing transformation and validation, ensuring a single source of truth."

Pricing

Simple, transparent pricing for Epicor + Sage 300.

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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer

Synchronize customer records between Epicor's sales and AR modules and Sage 300's AR Customer module.

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName EmailAddress

Sage 300 Fields

CustomerID CustomerName AddressLine1 City State/Province Zip/PostalCode Country ContactName Email TermsCode

Mapping Notes

Map Epicor's `CustID` to Sage 300's `CustomerID`. Ensure address fields align. Handle `TermsCode` consistency. Consider Epicor's `ShipTo` and `BillTo` relationships with Sage 300's address structures.

Next Steps

See Epicor + Sage 300 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

Automatically transfer new sales orders from an eCommerce platform to Epicor, then push relevant financial data to Sage 300 for invoicing and GL posting.

Integration Steps:

Business Outcome

Frequency

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.

⚡ Transformation Logic

  • Data Harmonization: Standardize customer IDs, product SKUs, and GL account structures across both systems.
  • Value Mapping: Convert Epicor's `OrderStatus` values to corresponding Sage 300 `OrderStatus` values (e.g., 'Fulfilled' in Epicor to 'Shipped' in Sage 300).
  • Aggregation: Consolidate multiple Epicor transactions into single Sage 300 GL Journal Entries.
  • Enrichment: Add default values or derive new fields (e.g., calculate tax amounts) based on business rules.
  • Conditional Logic: Apply different mappings or routing based on specific data values (e.g., 'If order value > X, require additional approval').

🛡️ Error Handling

  • API Rate Limit Exceeded: Handled by intelligent queuing and exponential backoff.
  • Data Validation Failure: Mismatched data types, missing required fields, invalid IDs. Routed to dead-letter queue for review.
  • Network Connectivity Issues: Automated retries ensure eventual delivery once connection is restored.
  • Duplicate Record Creation: Prevented by idempotent design and robust de-duplication logic.
  • System Downtime: Messages are queued and processed once the system is back online, ensuring no data loss.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why should I integrate Epicor and Sage 300?
Integrating Epicor and Sage 300 eliminates manual data entry, reduces errors, and provides real-time visibility across your manufacturing, supply chain, and financial operations. It streamlines processes like order-to-cash, procure-to-pay, and inventory management, leading to significant efficiency gains and improved decision-making.

Technical FAQs

▸ What are the common data entities synchronized between Epicor and Sage 300?
Key entities synchronized include Customer (Epicor Customer, Sage 300 AR Customer), Sales Order (Epicor SalesOrder, Sage 300 OE Sales Order), Part/Item (Epicor Part, Sage 300 IC Item), AP Invoice (Epicor AP Invoice, Sage 300 AP Vendor Invoice), and General Ledger Entries (Epicor GLAccount, Sage 300 GL Journal Entry). Vendor/Supplier data is also commonly integrated.

iPaaS FAQs

▸ How does an iPaaS facilitate Epicor and Sage 300 integration?
A modern iPaaS (Integration Platform as a Service) provides pre-built connectors, low-code/no-code visual designers, and orchestration capabilities to securely connect Epicor and Sage 300. It handles API authentication, data mapping, transformations, error handling, and monitoring, abstracting away technical complexities.

Workflows FAQs

▸ Can I automate complex manufacturing workflows involving Epicor and Sage 300?
Absolutely. An iPaaS allows you to orchestrate complex workflows where Epicor handles production management (e.g., JobHead, LaborDtl) and Sage 300 manages the financial implications (e.g., GL postings for production costs). You can automate status updates, labor reporting, and cost rollups across both systems.

AI FAQs

▸ How does AI enhance this integration?
AI significantly enhances Epicor and Sage 300 integration by offering intelligent automation. This includes AI-driven data mapping suggestions, automated anomaly detection in transaction flows, intelligent exception handling (e.g., auto-resolving common errors), and predictive insights for operational efficiency and data quality.

Security FAQs

▸ What are the security considerations for Epicor and Sage 300 integration?
Key security considerations include using OAuth 2.0 or token-based authentication, enforcing HTTPS/TLS 1.2+ for all data in transit, implementing least-privilege access for integration users, and securely managing API keys. The iPaaS should also adhere to industry standards like ISO 27001 and ensure data privacy compliance (GDPR, CCPA).

Customization FAQs

▸ How does the integration handle custom fields in Epicor and Sage 300?
The iPaaS is designed to discover and map custom fields in both Epicor and Sage 300. You can easily include these custom fields in your integration flows, applying specific mapping rules and transformations to ensure data consistency and support your unique business processes.

Performance FAQs

▸ What is the typical sync frequency for inventory data between Epicor and Sage 300?
For optimal operational accuracy and to prevent overselling, inventory updates between Epicor (as the system of record for physical inventory) and Sage 300 (for financial inventory valuation) should be near real-time, often event-driven (triggered by Epicor inventory changes) or every few minutes. The iPaaS facilitates this high-frequency, reliable synchronization.
Pricing

Simple, transparent pricing for Epicor + Sage 300.

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 300 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