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Unify Epicor & Sage X3: Powering Intelligent Manufacturing & Financial Operations

Bridge your operational backbone with robust financial control. Automate critical workflows, gain real-time insights, and drive efficiency across your enterprise with a seamless Epicor-Sage X3 integration.

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The Challenge

The Disconnect: When Manufacturing Operations & Financials Operate in Silos

Managing a modern enterprise with Epicor for operations and Sage X3 for financials often means grappling with data silos, manual processes, and delayed insights. This disconnect stifles efficiency, introduces errors, and hinders agile decision-making.

  • Manual data entry between Epicor and Sage X3 leads to errors and delays.
  • Lack of real-time inventory visibility across sales, production, and accounting.
  • Slow and inaccurate financial reporting due to fragmented operational data.
  • Inefficient order-to-cash and procure-to-pay cycles impacting cash flow.
  • Inconsistent customer and supplier data across systems.
  • Difficulty in tracking true manufacturing costs and profitability.
  • Complex, brittle point-to-point integrations require constant maintenance.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Seamless Epicor & Sage X3 Integration with iPaaS

Our iPaaS-powered integration solution brings Epicor's operational excellence and Sage X3's financial rigor together. By creating intelligent, automated data flows, we eliminate silos, streamline workflows, and provide a single source of truth for your business-critical information.

  • Bi-directional data synchronization for key entities.
  • Real-time or scheduled workflow automation.
  • Robust error handling and data reconciliation.
  • Low-code/no-code integration design.
  • AI-driven mapping and anomaly detection.
Implementation Timeline

Go live with Epicor + Sage X3 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 X3, 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 X3 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional data synchronization for key entities.
  • Real-time or scheduled workflow automation.
  • Robust error handling and data reconciliation.
  • Low-code/no-code integration design.
  • AI-driven mapping and anomaly detection.
  • Centralized monitoring and governance.
  • Scalable, cloud-native architecture.

Epicor & Sage X3 Integration: Technical Overview & Data Flow

Our iPaaS solution provides a robust and flexible framework for connecting Epicor and Sage X3. It leverages native APIs, ensuring secure, efficient, and scalable data exchange, with a focus on real-time event-driven architecture where possible.

Data Flow Steps

Connectivity Setup: Secure API connections are established for both Epicor (OAuth 2.0 / Token-based REST APIs) and Sage X3 (OAuth2 / API Keys RESTful web services) within the iPaaS.

Event Listener/Polling: The iPaaS configures listeners for Epicor BPM events (for real-time updates) or scheduled polling for specific data changes. Similarly, Sage X3 can trigger webhooks or be polled.

Data Extraction: Relevant data (e.g., new Sales Orders, updated Inventory levels) is extracted from the source system via API calls.

Data Transformation & Harmonization: Extracted data is mapped, transformed, and validated against predefined business rules within the iPaaS's visual mapping canvas to align with the target system's schema. AI-assisted mapping accelerates this step.

Data Loading: Transformed data is pushed to the target system via its respective APIs (e.g., POST to Sage X3 /api/v1/salesOrders, PATCH to Epicor /api/v2/odata/.../PartSvc/Parts).

Error Handling & Monitoring: Any failures during extraction, transformation, or loading are logged, triggering automated retries, alerts, and routing to dead-letter queues for manual review.

Status Updates & Reconciliation: Integration statuses are monitored, and reconciliation reports ensure data consistency across both Epicor and Sage X3.

Data Touchpoints

Epicor SalesOrder <-> Sage X3 Sales Order
Epicor Customer <-> Sage X3 Customer
Epicor Part <-> Sage X3 Product
Epicor Part.OnHandQty <-> Sage X3 Product.Inventory (Available Quantity)
Epicor PurchaseOrder <-> Sage X3 Purchase Order
Epicor Supplier <-> Sage X3 Vendor
Epicor Invoice (AR) <-> Sage X3 Invoice (AR)
Epicor APInvoice <-> Sage X3 Invoice (AP)
Epicor CashReceipt <-> Sage X3 Payment
Epicor JobHead (status, costs) <-> Sage X3 General Ledger Entry (WIP, COGS)
Epicor GLAccount <-> Sage X3 General Ledger Entry (Account Code, Dimensions)

"Epicor <-> iPaaS <-> Sage X3. Key data flows: Sales Order, Customer, Part/Product, Inventory, Purchase Order, Supplier/Vendor, Invoice, GL Account. iPaaS acts as the central orchestrator, handling data transformation, validation, and error management."

Pricing

Simple, transparent pricing for Epicor + Sage X3.

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 & Sage X3

Seamless integration relies on accurate mapping and transformation of core business entities. Our iPaaS provides visual tools and AI assistance to harmonize data models between Epicor and Sage X3, ensuring consistency and integrity.

Customer

Represents a customer record, including contact, billing, and shipping information. Critical for sales, AR, and CRM processes.

Epicor Fields

CustNum (Key) CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

Sage X3 Fields

Customer ID (Key) Customer Name Address (Billing, Shipping) Contact Information (Email, Phone) Payment Terms Customer Group

Mapping Notes

Map `Epicor.CustID` to `SageX3.Customer ID` as primary identifier. Ensure consistent address and contact formats. Consider 'Parent/Child' customer relationships in Epicor and map to Sage X3's hierarchy if applicable. Bi-directional sync is recommended, with one system designated as the master for specific fields.

Next Steps

See Epicor + Sage X3 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 Fulfillment & Financial Posting

Automate the entire process from online order placement to fulfillment in Epicor and subsequent financial posting in Sage X3, including inventory updates and customer synchronization.

Integration Steps:

  1. 0 New order placed on eCommerce platform.
  2. 1 iPaaS captures order, creates/updates Customer in Epicor (Customer) and Sage X3 (Customer).
  3. 2 iPaaS creates SalesOrder in Epicor (SalesOrder) with line items (Part) and allocates inventory.
  4. 3 Epicor triggers fulfillment workflow (e.g., Production Order JobHead if make-to-order).
  5. 4 Inventory levels (Epicor Part.OnHandQty) are updated in Sage X3 (Product.Inventory) in real-time.
  6. 5 Shipment confirmation from Epicor (or WMS) updates Epicor SalesOrder status.
  7. 6 iPaaS triggers creation of Sales Order in Sage X3 (Sales Order) and then Invoice (Invoice) based on Epicor's shipment.
  8. 7 Customer payment from gateway (CashReceipt in Epicor) is posted as Payment in Sage X3 and applied to Invoice.

Business Outcome

Faster order processing, accurate inventory, real-time financial reconciliation, 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.

Streamlined Order-to-Cash Cycle
Automate sales order processing from Epicor to Sage X3, ensuring faster fulfillment, accurate invoicing, and quicker cash receipts.
Real-time Operational & Financial Visibility
Gain a unified, accurate view of inventory, production status, customer data, and financial performance across both ERPs.
Reduced Manual Data Entry & Errors
Eliminate redundant data input and reconciliation efforts, freeing up staff for higher-value activities and minimizing costly mistakes.
Accelerated Financial Close
Synchronize GL entries, AP/AR invoices, and payment data automatically, leading to a faster, more accurate financial close process.
Optimized Inventory Management
Maintain accurate, real-time inventory levels in both Epicor and Sage X3, preventing overselling and improving stock efficiency.
Enhanced Data Quality with AI
Leverage AI for intelligent mapping, validation, and anomaly detection to ensure high-quality, reliable data flowing between systems.
Scalable & Future-Proof Infrastructure
Build resilient integrations that can adapt to changing business needs and easily scale to accommodate growth without compromising performance.
✨

Streamlined Order-to-Cash Cycle

30-50% Reduction in order processing time

📋 What You Get

Automate sales order processing from Epicor to Sage X3, ensuring faster fulfillment, accurate invoicing, and quicker cash receipts.

💼 Business Impact

This benefit directly contributes to 30-50% improvement in Reduction in order processing time, 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 (e.g., eCommerce, CRM).
GET, PATCH /api/v2/odata/YourCompany/Erp.BO.SalesOrderSvc/SalesOrders({Company},{OrderNum}) Retrieve specific Sales Order details or update status (e.g., 'Shipped', 'Invoiced').
POST, PATCH /api/v2/odata/YourCompany/Erp.BO.CustomerSvc/Customers Create new Customer records or update existing ones 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 in Epicor 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}) Update Production Order (Job) status or progress from MES systems.

⚡ Transformation Logic

  • Field-Level Mapping: Direct mapping of fields (e.g., Epicor.CustID to SageX3.Customer ID).
  • Data Type Conversion: Converting Epicor decimal types to Sage X3 numeric types, date format adjustments.
  • Lookup Tables: Mapping Epicor 'TermsCode' to Sage X3 'Payment Terms' via a configurable lookup table.
  • Conditional Logic: If Epicor.OrderAmt > $10,000, mark SageX3.Sales Order as 'High Value'.
  • Data Aggregation: Summing Epicor SalesOrder line item quantities to get a total order quantity for Sage X3.
  • String Manipulation: Concatenating Epicor first and last names into Sage X3 'Contact Name'.
  • Default Values: Assigning default values for non-mandatory fields if source data is missing.

🛡️ Error Handling

  • API Authentication Failure: Invalid credentials, expired tokens.
  • Data Validation Error: Missing mandatory fields (e.g., Customer ID), incorrect data types (e.g., text in a numeric field).
  • Business Logic Violation: Attempting to create a Sales Order with out-of-stock items without override.
  • Rate Limit Exceeded: Too many API requests in a given time frame.
  • Network Connectivity Issues: Temporary outages between iPaaS and Epicor/Sage X3.
  • Duplicate Record Creation: Attempting to create a record that already exists without idempotency checks.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What are the primary benefits of integrating Epicor and Sage X3?
Integrating Epicor and Sage X3 provides real-time visibility across manufacturing operations and financial management, streamlines order-to-cash and procure-to-pay cycles, eliminates manual data entry, improves inventory accuracy, and accelerates the financial close process. It creates a unified view of your business from the shop floor to the general ledger.

Technical FAQs

▸ How does this integration handle Epicor's manufacturing data and Sage X3's financial data?
The integration orchestrates data flow so that Epicor's detailed manufacturing data (e.g., JobHead status, LaborDtl, Part inventory) is accurately translated and posted as General Ledger entries, inventory adjustments, and cost updates in Sage X3. This ensures that operational activities directly impact financial statements and reporting in real-time.
▸ Can this integration support real-time inventory synchronization between Epicor and Sage X3?
Yes, leveraging Epicor's event triggers (via BPM) and Sage X3's API capabilities, the iPaaS can facilitate near real-time synchronization of inventory levels. This is crucial for preventing overselling, optimizing stock levels, and ensuring accurate availability across all sales channels and financial records.

iPaaS Capabilities FAQs

▸ Can I use low-code/no-code tools to customize Epicor-Sage X3 workflows?
Absolutely. Our iPaaS solution empowers business users and citizen integrators with intuitive low-code/no-code tools. You can visually design, modify, and manage integration workflows, data mappings, and business rules without extensive coding, accelerating development and reducing reliance on IT.

AI Features FAQs

▸ How does AI enhance the Epicor and Sage X3 integration?
AI significantly enhances integration by providing intelligent field mapping suggestions, detecting anomalies in data flows (e.g., unusual order values, inventory discrepancies), suggesting automated error resolutions, and offering predictive insights for inventory, cash flow, and production planning. This leads to higher data quality and smarter automation.

Security FAQs

▸ What security measures are in place for this integration?
Security is paramount. We implement OAuth 2.0 for API authentication, enforce TLS 1.2+ encryption for all data in transit, and encrypt sensitive data at rest. Least-privilege access, IP whitelisting, regular API key rotation, and comprehensive audit trails ensure your Epicor and Sage X3 data remains secure and compliant with regulations like GDPR and PCI DSS.

Troubleshooting FAQs

▸ How are data discrepancies or errors handled during Epicor-Sage X3 synchronization?
Our iPaaS features robust error handling, including automated retries with exponential backoff for transient issues, dead-letter queues for persistent failures requiring manual review, and configurable real-time alerts. AI also assists by automatically classifying common errors and suggesting remediation steps, minimizing human intervention and ensuring data consistency.

Implementation FAQs

▸ How does the integration manage different environments (Dev, QA, Prod) for Epicor and Sage X3?
Our iPaaS provides robust environment management capabilities. Integration flows and configurations can be promoted seamlessly from development to QA and then to production environments. This ensures consistent deployment, facilitates rigorous testing against distinct Epicor and Sage X3 instances, and minimizes risks associated with changes through version control and rollback strategies.
Pricing

Simple, transparent pricing for Epicor + Sage X3.

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 X3 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