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Epicor + Sage 50 Integration

Clarity Connect™ integrates Epicor with Sage 50, 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 50 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 50.

  • Mapping of custom fields created in Epicor to corresponding custom fields in Sage 50.
  • Support for custom objects or UDCs (User Defined Codes) in Epicor.
  • Ability to create custom fields in Sage 50 and integrate them into workflows.
Implementation Timeline

Go live with Epicor + Sage 50 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 50, 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 50 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 of custom fields created in Epicor to corresponding custom fields in Sage 50.
  • Support for custom objects or UDCs (User Defined Codes) in Epicor.
  • Ability to create custom fields in Sage 50 and integrate them into workflows.

Integration Architecture: iPaaS as the Central Hub

The integration architecture positions a modern iPaaS as the central nervous system, intelligently connecting Epicor and Sage 50. This eliminates point-to-point spaghetti integrations, providing a scalable, resilient, and manageable framework for enterprise data flow.

Data Flow Steps

Event-Driven Architecture: Prioritize real-time updates using webhooks (Epicor BPM) or change data capture (Sage 50 agent) to trigger workflows instantly.

Canonical Data Model: Define a standardized internal data format within the iPaaS to simplify mapping between multiple systems.

API-First Design: Leverage native APIs of both systems (Epicor REST, Sage 50 via iPaaS connector) for robust and scalable communication.

Publish/Subscribe: For broad data distribution (e.g., inventory updates), publish events to a message queue within the iPaaS for multiple subscribers.

Request/Reply: For synchronous operations like creating a Sales Order and getting immediate confirmation.

Data Touchpoints

iPaaS Core Engine: Orchestrates workflows, executes transformations, manages scheduling, and handles error processing.
Epicor Connector: Utilizes Epicor's RESTful APIs (OAuth 2.0) for secure and efficient data exchange.
Sage 50 Connector/Agent: A secure, robust connector (potentially an on-premise agent for desktop versions) that interacts with Sage 50's SDK/ODBC, abstracting complexity and providing a unified API interface.
Data Transformation & Mapping Engine: A visual, low-code interface for defining data mappings and transformation rules between disparate schemas.
Monitoring & Alerting Dashboard: Provides real-time visibility into integration health, performance, and error logs.
AI/ML Module: Enhances capabilities with auto-mapping, anomaly detection, predictive insights, and intelligent error resolution.
API Gateway (Optional): Exposes a unified API layer for external applications to interact with integrated ERP data.

"Visual representation would show Epicor and Sage 50 as distinct systems, with the iPaaS layer in between. Connectors extend from the iPaaS to each ERP. External systems (e.g., eCommerce, CRM, Payment Gateway) also connect to the iPaaS. Arrows indicate bidirectional and unidirectional data flows. AI/ML capabilities are depicted as an overlay enhancing iPaaS functions."

Pricing

Simple, transparent pricing for Epicor + Sage 50.

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

Synchronizes customer master data, including billing, shipping, and contact information, ensuring consistency for sales, AR, and CRM processes.

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress CreditLimit TermsCode

Sage 50 Fields

CustomerID CompanyName ContactName BillingAddress ShippingAddress Email Phone CreditLimit Terms SalesTaxCode

Mapping Notes

Epicor's `CustID` should map to Sage 50's `CustomerID` as the primary identifier. Address fields require careful mapping to ensure correct formatting. Credit limits and terms codes should be harmonized, with a defined system of record (e.g., Epicor for operational, Sage 50 for financial credit).

Next Steps

See Epicor + Sage 50 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.

E-commerce Order to Cash Cycle Automation

Streamline sales by automatically transferring new orders from an eCommerce platform (e.g., Shopify) into Epicor as Sales Orders for fulfillment, then generating corresponding invoices and posting payments in Sage 50. Inventory updates from Epicor are synchronized back to the eCommerce platform to prevent overselling.

Integration Steps:

  1. 0 New Order placed on eCommerce platform.
  2. 1 iPaaS captures order event.
  3. 2 Customer details synced/updated in Epicor (if new) and Sage 50.
  4. 3 Sales Order created in Epicor, inventory allocated.
  5. 4 Fulfillment status updated in Epicor and pushed to eCommerce.
  6. 5 Invoice generated in Sage 50 from Epicor Sales Order data.
  7. 6 Payment transaction from gateway posted as Cash Receipt in Epicor and Payment in Sage 50.
  8. 7 General Ledger accounts updated in Sage 50.

Business Outcome

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

Frequency

Real-time / Event-driven

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, PATCH /api/v2/odata/YourCompany/Erp.BO.SalesOrderSvc/SalesOrders({Company},{OrderNum}) Retrieve specific Sales Order details or update status/lines.
POST, PATCH /api/v2/odata/YourCompany/Erp.BO.CustomerSvc/Customers Create or update Customer records from CRM or lead generation systems.
GET, PATCH /api/v2/odata/YourCompany/Erp.BO.PartSvc/Parts({Company},{PartNum}) Retrieve detailed Part information or update inventory levels/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.
GET, PATCH /api/v2/odata/YourCompany/Erp.BO.JobEntrySvc/Jobs({Company},{JobNum}) Retrieve or update Production Order (Job) status/progress from MES systems.

⚡ Transformation Logic

  • Field Mapping: Direct mapping of corresponding fields (e.g., Epicor `CustID` to Sage 50 `CustomerID`).
  • Data Type Conversion: Converting data types (e.g., string to integer, date formats).
  • Value Lookups: Translating code values (e.g., Epicor `TermsCode` 'NET30' to Sage 50 `Terms` 'Net 30').
  • Concatenation/Splitting: Combining multiple source fields into one target field (e.g., first name + last name) or vice versa.
  • Conditional Logic: Applying transformations based on specific conditions (e.g., if `ItemType` is 'Service', map to specific GL account).
  • Calculations: Performing calculations (e.g., tax amounts, total order value if not provided by source).
  • Default Values: Assigning default values for missing non-mandatory fields.

🛡️ Error Handling

  • API rate limit exceeded by Epicor or Sage 50.
  • Mandatory field missing during data transformation.
  • Invalid data format (e.g., non-numeric quantity).
  • Duplicate record creation attempt (e.g., `CustomerID` already exists).
  • Network connectivity issues between iPaaS and ERPs.
  • Authentication token expiration or invalid credentials.
  • Business logic validation failure (e.g., order total mismatch).
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ Why is an iPaaS crucial for integrating Epicor and Sage 50, especially Sage 50's traditional architecture?
While Epicor offers modern REST APIs, Sage 50 (especially desktop versions) often relies on ODBC or SDKs. A modern iPaaS abstracts this complexity, providing a unified, API-first layer. It enables real-time, event-driven integrations, robust error handling, advanced data transformation, and low-code/no-code capabilities that are not native to Sage 50, significantly enhancing its interoperability and automation potential. It acts as a secure, scalable bridge.

Workflow Automation FAQs

▸ Can I automate complex manufacturing workflows involving Epicor and push data to Sage 50?
Absolutely. An advanced iPaaS allows you to orchestrate complex manufacturing workflows by connecting Epicor Production Management with MES, PLM, and then synchronizing relevant cost and completion data to Sage 50's General Ledger or inventory. You can automate job creation, route production orders, synchronize labor reporting, and update job statuses, ensuring accurate financial reflection of operational activities, often with low-code/no-code tools for easier management.

AI Enhancement FAQs

▸ How does AI enhance Epicor and Sage 50 integration workflows?
AI significantly enhances these integrations by providing intelligent automation. This includes AI-driven data mapping suggestions, automated anomaly detection in transaction flows (e.g., flagging unusual invoice amounts), intelligent exception handling (e.g., auto-resolving common data validation errors), predictive analytics for operational insights, and even natural language processing for document intake like AP invoices before they are posted to both Epicor and Sage 50.

Error Management FAQs

▸ How do I handle data discrepancies or errors during Epicor and Sage 50 integrations?
A robust iPaaS provides advanced error handling capabilities. This includes automated retries with exponential backoff for transient issues, dead-letter queues for failed messages that require manual intervention, configurable alerts for critical errors, and an intuitive dashboard for monitoring and reprocessing. AI can also be used to automatically identify and suggest fixes for common data validation errors before they corrupt data in either Epicor or Sage 50.

Security & Compliance FAQs

▸ What are the security considerations when integrating Epicor and Sage 50?
Key security considerations include using OAuth 2.0 for Epicor API authentication and secure, encrypted agents for Sage 50. All data in transit must be encrypted with HTTPS/TLS, and least-privilege access should be implemented for integration users in both ERPs. Securely managing API keys/credentials in a vault, implementing data masking for sensitive information in logs, and ensuring compliance with data privacy regulations (e.g., GDPR, CCPA, PCI DSS) are also crucial.

Low-Code/No-Code FAQs

▸ Can I use low-code tools to build and manage Epicor-Sage 50 integrations?
Yes, modern iPaaS platforms offer extensive low-code/no-code capabilities. This allows business analysts and citizen integrators to graphically design, configure, and deploy Epicor-Sage 50 integrations and workflows without writing complex code. This significantly accelerates development, reduces reliance on specialized developers, and empowers business users to adapt integrations as needs evolve.

Data Management FAQs

▸ How can I ensure data consistency between Epicor's operational data and Sage 50's financial records?
To ensure data consistency, implement a bidirectional iPaaS integration for key master entities like Customer, Vendor, and Item/Part. Define a 'system of record' for each data point (e.g., Epicor for inventory quantity, Sage 50 for final payment status) and use a robust mapping engine to handle transformations. Utilize AI for data deduplication, intelligent validation, and anomaly detection during sync processes to prevent inconsistencies and maintain a 'single source of truth'.
Pricing

Simple, transparent pricing for Epicor + Sage 50.

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 50 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