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Epicor + TIMS Integration

Clarity Connect™ integrates Epicor with TIMS, 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 TIMS 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 TIMS.

  • Integrate custom fields defined in Epicor (e.g., UD fields) and TIMS with ease.
  • The iPaaS allows mapping of these custom fields to ensure all relevant business data flows between systems.
Implementation Timeline

Go live with Epicor + TIMS 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 TIMS, 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 + TIMS deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Integrate custom fields defined in Epicor (e.g., UD fields) and TIMS with ease.
  • The iPaaS allows mapping of these custom fields to ensure all relevant business data flows between systems.

Robust, Scalable Integration Architecture

Our integration architecture is built on a modern iPaaS platform, providing a secure, scalable, and resilient foundation for connecting Epicor and TIMS. It prioritizes API-first, event-driven communication for optimal performance and real-time data synchronization.

Data Flow Steps

API-First Integration: Prioritize using Epicor and TIMS's native REST APIs for all data exchange.

Event-Driven Architecture: Utilize webhooks or Epicor BPMs to trigger real-time data synchronization, reducing polling overhead.

Canonical Data Models: Define standardized data structures within the iPaaS to harmonize data between Epicor and TIMS.

Idempotent Workflows: Design integrations to handle duplicate messages without creating erroneous data, especially for retries.

Centralized Error Handling: Implement a unified strategy for error logging, retries, and notifications across all integrations.

Data Touchpoints

iPaaS Core Engine: Orchestrates workflows, handles data mapping, transformation, and routing.
Epicor Connector: Pre-built connector leveraging Epicor Kinetic REST APIs (OData).
TIMS Connector: Pre-built connector utilizing TIMS REST APIs.
Event Bus/Queue: For asynchronous, event-driven communication between systems and within iPaaS.
Data Mapping & Transformation Engine: Visual interface for complex data manipulation.
Monitoring & Alerting Dashboard: Real-time visibility and proactive issue detection.
Security Vault: Secure storage for API keys, credentials, and sensitive data.
AI Copilot: Assists with mapping, validation, and anomaly detection.

"Conceptual diagram showing Epicor and TIMS as core ERP/Accounting systems, with the iPaaS acting as a central hub. Data flows are illustrated bi-directionally for key entities. External systems (eCommerce, CRM, WMS, Payment Gateway) connect to the iPaaS, not directly to Epicor or TIMS."

Pricing

Simple, transparent pricing for Epicor + TIMS.

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

Central for sales, AR, and CRM. Represents a customer's demographic, contact, and financial information.

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

TIMS Fields

CustomerID (TIMS unique ID) ExternalID (e.g., CRM ID, eCommerce ID) CompanyName FirstName LastName Email Phone BillingAddress ShippingAddress PaymentTerms

Mapping Notes

Map `Epicor.CustID` to `TIMS.ExternalID` for cross-system lookup. Harmonize address formats. Ensure consistent `PaymentTerms`. Deduplication logic is crucial when syncing from multiple sources.

Next Steps

See Epicor + TIMS 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 through Epicor for fulfillment and into TIMS for financial processing. New orders flow from the eCommerce platform to Epicor (SalesOrder) for inventory allocation and fulfillment, then to TIMS (Sales Order, Invoice, Payment) for accounting.

Integration Steps:

  1. 0 New eCommerce order triggers an event.
  2. 1 iPaaS creates a SalesOrder in Epicor, validating customer and product data.
  3. 2 Epicor processes fulfillment, updates inventory (Part).
  4. 3 Shipment details from Epicor update the eCommerce platform.
  5. 4 Invoice (AR Invoice) generated in Epicor is pushed to TIMS (Invoice (AR)).
  6. 5 Customer payment from gateway posts as CashReceipt in Epicor and Payment (AR) in TIMS.
  7. 6 General Ledger entries are reconciled in TIMS.

Business Outcome

Accelerated order processing, reduced manual entry, accurate inventory, faster revenue recognition, improved customer experience.

Frequency

Real-time (event-driven)

Implementation Timeline

Go live with Epicor + TIMS 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 TIMS, 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 + TIMS deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

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

  • Field Mapping: Direct mapping of fields with identical or similar names (e.g., `Epicor.Name` to `TIMS.CompanyName`).
  • Data Type Conversion: Converting string to integer, date formats (e.g., 'YYYY-MM-DD' to 'MM/DD/YYYY').
  • Conditional Logic: Applying rules like 'If `Epicor.OrderStatus` is 'Shipped', then set `TIMS.OrderStatus` to 'Fulfilled'.'
  • Value Lookups: Translating code values (e.g., Epicor `ShipViaCode` to TIMS `Carrier` name) using pre-defined tables or dynamic API calls.
  • Concatenation/Splitting: Combining `FirstName` and `LastName` into a single `ContactName` or splitting addresses.
  • Default Values: Assigning default values if a source field is empty (e.g., default `PaymentTerms`).
  • Calculated Fields: Deriving values like `TotalAmount` from line item quantities and prices, or `DueDate` from `InvoiceDate` and `PaymentTerms`.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS implements exponential backoff and retries.
  • Invalid Data Format: Data transformation rules and validation steps catch and correct, or flag for review.
  • Missing Required Field: Integration workflow identifies and either defaults or flags for manual input.
  • Network Connectivity Issues: Automated retries handle temporary outages.
  • Duplicate Record Creation: Idempotency checks or unique key constraints prevent duplicates.
  • Business Logic Violation: Custom validation rules prevent transactions that violate predefined business rules (e.g., negative inventory).
Pricing

Simple, transparent pricing for Epicor + TIMS.

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
Support & Information

Frequently Asked Questions

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

Benefits FAQs

▸ What are the primary benefits of integrating Epicor and TIMS?
Integrating Epicor and TIMS automates critical business processes like order-to-cash, inventory synchronization, and AP invoice processing. This leads to reduced manual data entry and errors, real-time data visibility, faster financial closes, improved customer satisfaction, and optimized operational efficiency across your ERP and accounting functions.

Data Management FAQs

▸ How does the integration handle customer and product data consistency between Epicor and TIMS?
Our iPaaS solution ensures customer and product data consistency through robust, bi-directional synchronization. It maps Epicor's Customer and Part entities to TIMS's Customer and Product/Item entities, applies data harmonization rules, and uses external IDs for cross-system lookup. AI-driven deduplication and validation further maintain data quality.

Workflows FAQs

▸ Can I automate complex manufacturing workflows between Epicor and TIMS?
Yes, absolutely. Leveraging Epicor's Production Order (JobHead) and TIMS's inventory and GL capabilities, you can automate complex manufacturing workflows. This includes synchronizing production order status, material consumption, and labor reporting from Epicor to TIMS, enabling accurate cost accounting and real-time operational visibility, often with low-code tools.

Technical FAQs

▸ What kind of API capabilities do Epicor and TIMS offer for integration?
Epicor Kinetic provides a rich set of RESTful APIs (OData v2) for accessing most business objects. TIMS also offers comprehensive REST APIs (v1) for core entities like Sales Orders, Customers, and Products. Our iPaaS leverages these APIs, handling authentication (OAuth 2.0/token-based), rate limits, and error handling to ensure seamless connectivity.

AI Features FAQs

▸ How does AI enhance the Epicor-TIMS integration beyond basic automation?
AI enhances the integration by providing intelligent automation. This includes AI-driven data mapping suggestions, automated anomaly detection in transaction flows (e.g., suspicious invoice amounts), intelligent exception handling, predictive analytics for operational insights, and even natural language processing for document intake, moving beyond simple rule-based automation.

Security FAQs

▸ What are the security considerations for integrating Epicor and TIMS?
Security is paramount. Key considerations include using OAuth 2.0 for API authentication, encrypting all data in transit (HTTPS/TLS) and at rest, implementing least-privilege access for integration users, securely managing API keys/credentials in a vault, and adhering to compliance standards like GDPR and CCPA. Our iPaaS provides robust security features to ensure data protection.

Low-Code FAQs

▸ Can I use low-code tools to build and manage Epicor-TIMS integration workflows?
Yes, absolutely. Our modern iPaaS platform offers extensive low-code/no-code capabilities. Business analysts and citizen integrators can graphically design, configure, and deploy complex Epicor-TIMS integration workflows using drag-and-drop interfaces, significantly accelerating development, reducing IT backlog, and empowering business users.

Error Handling FAQs

▸ How are errors and data discrepancies handled during Epicor-TIMS synchronization?
The iPaaS provides advanced error handling, including automated retries with exponential backoff for transient issues, dead-letter queues for persistent failures, and configurable alerts for critical errors. AI can also assist by detecting anomalies and suggesting fixes for common data validation issues, ensuring data consistency and minimizing manual intervention.
Implementation Timeline

Go live with Epicor + TIMS 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 TIMS, 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 + TIMS deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Pricing

Simple, transparent pricing for Epicor + TIMS.

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
Next Steps

See Epicor + TIMS 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