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Unify Infor & Epicor E9: Seamless ERP & Operational Integration

Break down data silos and automate critical workflows between Infor and Epicor E9 with our intelligent iPaaS. Achieve real-time visibility, boost efficiency, and drive strategic growth.

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The Challenge

The Challenge of Disconnected Infor and Epicor E9 Systems

Operating Infor and Epicor E9 in silos creates a complex web of manual processes, data inconsistencies, and operational bottlenecks that hinder efficiency and strategic decision-making.

  • Manual data entry leads to errors, delays, and increased labor costs.
  • Inconsistent customer, product, and inventory data across systems impacts sales and service.
  • Delayed financial reporting due to disconnected operational data.
  • Lack of real-time visibility into order status, inventory levels, and financial health.
  • Complex custom code integrations are costly to build and maintain, lacking agility.
  • Compliance risks from fragmented data and audit trails.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for Infor and Epicor E9: A Unified Enterprise

Our iPaaS solution provides a powerful, low-code platform to seamlessly connect Infor and Epicor E9, automating data flow and critical business processes. Leverage AI-driven insights to optimize your ERP and operational ecosystems.

  • Pre-built connectors for Infor and Epicor E9 APIs
  • Bi-directional data synchronization for master data
  • Event-driven architecture for real-time updates
  • Visual drag-and-drop workflow designer
  • AI-powered data mapping and transformation suggestions
Implementation Timeline

Go live with Infor + Epicor E9 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 Infor and Epicor E9, 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 Infor + Epicor E9 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Pre-built connectors for Infor and Epicor E9 APIs
  • Bi-directional data synchronization for master data
  • Event-driven architecture for real-time updates
  • Visual drag-and-drop workflow designer
  • AI-powered data mapping and transformation suggestions
  • Robust error handling and automated retry mechanisms
  • Centralized monitoring and analytics dashboards
  • Scalable cloud-native infrastructure

Infor & Epicor E9 Integration: Technical Deep Dive

Our iPaaS provides the robust framework for seamless, secure, and scalable data exchange between Infor and Epicor E9, leveraging best practices for modern enterprise integration.

Data Flow Steps

Authentication & Authorization: Securely connect to Infor using OAuth 2.0 or API keys with least privilege. For Epicor E9, leverage Service Connect credentials or secure API keys, managed within the iPaaS's secrets vault.

Event Detection & Triggers: Configure event listeners for Infor (e.g., webhooks for new orders, inventory changes) and Epicor E9 (e.g., Service Connect events, database triggers for PartTran or new Customers).

Data Extraction: Extract relevant data entities (e.g., Sales Orders, Customers, Products, Invoices) from the source system using optimized API calls or batch queries.

Data Transformation & Mapping: Utilize the iPaaS's visual mapping canvas to transform and normalize data schemas between Infor and Epicor E9. Apply AI-suggested mappings, conditional logic, and data enrichment.

Data Validation: Implement pre-posting validation rules to ensure data integrity and compliance with target system (Epicor E9 or Infor) requirements before submission.

Data Loading: Post transformed and validated data to the target system via its respective APIs (e.g., Epicor E9's /api/v1/SalesOrder, Infor's /infor/api/v1/invoices). Use batch operations for high volumes.

Error Handling & Retries: Implement intelligent retry mechanisms for transient errors and dead-letter queues for persistent failures, ensuring data eventual consistency and minimal disruption.

Monitoring & Alerting: Continuously monitor integration flow performance, data volumes, and error rates via centralized dashboards. Configure alerts for critical failures or performance anomalies.

Data Touchpoints

Customer (Infor ↔ Epicor E9)
Sales Order (Infor → Epicor E9)
Product / Part (Infor ↔ Epicor E9)
Inventory Item (Infor ↔ Epicor E9)
Invoice (Epicor E9 → Infor, Infor → Epicor E9 for AP)
Payment Transaction (Epicor E9 → Infor)
Purchase Order (Infor → Epicor E9)
Vendor / Supplier (Infor ↔ Epicor E9)
Employee (Infor → Epicor E9)
General Ledger Account / Entry (Epicor E9 → Infor, or Infor → Epicor E9 for specific journal postings)

"Data flows bi-directionally for master data (Customer, Product, Vendor) and typically uni-directionally for transactional data from operational systems (Infor) to financial systems (Epicor E9) for record-keeping and financial impact, or vice-versa for status updates."

Pricing

Simple, transparent pricing for Infor + Epicor E9.

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 Infor

Integrating Infor 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 Infor and Epicor E9

Our iPaaS intelligently maps and transforms core business entities, ensuring data consistency and integrity across Infor and Epicor E9, with AI assistance for complex scenarios.

Customer

Central to sales, finance, and service, representing buying entities.

Infor Fields

CustomerID (unique ID) CustomerName BillingAddress ShippingAddress ContactEmail PhoneNumber PaymentTerms CreditLimit

Epicor E9 Fields

CustNum (PK) Name Address1 City State Zip Country PhoneNum EmailAddress TermsCode CreditLimit SalesRepCode

Mapping Notes

Requires careful mapping of ID fields to ensure a unique canonical ID. Address fields often need standardization and concatenation. PaymentTerms and CreditLimit must align to ensure financial consistency. SalesRepCode in Epicor E9 might map to a Sales Representative ID in Infor.

Next Steps

See Infor + Epicor E9 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.

Omnichannel Order Fulfillment & Financial Posting

Automate the flow of sales orders from Infor (e.g., from an eCommerce or CRM integration) to Epicor E9 for fulfillment and financial processing, including inventory updates and invoice creation.

Integration Steps:

  1. 0 Customer places order on eCommerce, creating Sales Order in Infor.
  2. 1 iPaaS triggers on new Infor Sales Order.
  3. 2 Sales Order, Customer, and Product details mapped and created in Epicor E9.
  4. 3 Epicor E9 processes inventory allocation, picks, packs, and ships.
  5. 4 Shipment confirmation from Epicor E9 updates Infor order status and triggers AR Invoice generation in Epicor E9.
  6. 5 Invoice details are optionally synchronized back to Infor for a complete customer view.

Business Outcome

Real-time order processing, accurate inventory, accelerated invoicing, and improved customer satisfaction with order transparency.

Frequency

Real-time

Business Value

Key Integration Benefits

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

Real-time Operational & Financial Visibility
Gain immediate insights into sales orders, inventory levels, customer profiles, and financial transactions across Infor and Epicor E9.
Automated End-to-End Workflows
Eliminate manual data entry and human errors in critical processes like Order-to-Cash and Procure-to-Pay, from Infor to Epicor E9.
Improved Data Accuracy & Consistency
Ensure a single source of truth for master data (Customer, Product, Vendor) between Infor and Epicor E9, preventing discrepancies.
Accelerated Financial Close
Streamline GL postings, invoice processing, and payment reconciliation by automating data flow to Epicor E9's accounting modules.
Enhanced Agility with Low-Code
Empower business users to quickly build, modify, and manage Infor-Epicor E9 integrations, adapting rapidly to business changes.
Reduced IT Maintenance & TCO
Move away from brittle point-to-point integrations to a scalable, manageable iPaaS, lowering total cost of ownership.
✨

Real-time Operational & Financial Visibility

30% Faster Decision-Making

📋 What You Get

Gain immediate insights into sales orders, inventory levels, customer profiles, and financial transactions across Infor and Epicor E9.

💼 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, GET, PUT /infor/api/v1/customers Create, retrieve, or update customer master data for CRM or eCommerce synchronization.
POST, GET, PUT /infor/api/v1/salesorders Create sales orders from eCommerce, retrieve order status, or update order details for fulfillment.
GET, PUT /infor/api/v1/products Retrieve product catalog information, update pricing, or synchronize product attributes for PIM or eCommerce.
GET, PUT /infor/api/v1/inventory/{item_id} Query real-time inventory levels for specific items or update stock quantities from WMS.
POST, GET /infor/api/v1/invoices Create invoices from completed orders or retrieve invoice details for payment processing and reconciliation.
POST, GET /infor/api/v1/purchaseorders Create purchase orders from procurement systems or retrieve PO status for vendor management.
POST, GET, PUT /infor/api/v1/vendors Create, retrieve, or update vendor master data for procurement and accounts payable.
POST /infor/api/v1/gl/journalentries Post financial journal entries from subsidiary systems for consolidation and reporting.

⚡ Transformation Logic

  • Data Type Conversion: Convert strings to integers, dates to specific formats (e.g., Infor's 'OrderDate' string to Epicor E9's 'OrderDate' datetime).
  • Value Mapping: Translate lookup values (e.g., Infor 'PaymentTermsCode' to Epicor E9 'TermsCode').
  • Conditional Logic: Apply rules based on data values (e.g., 'If Infor.OrderStatus = 'Completed', then Epicor E9.OrderStatus = 'Shipped' and create Invoice').
  • Data Aggregation/Splitting: Combine multiple Infor fields into a single Epicor E9 field, or split a complex Infor field into multiple Epicor E9 fields.
  • Default Values: Assign default values for missing optional fields in the target system.
  • Currency Conversion: Automatically convert currency values if both systems operate in different currencies.
  • Address Standardization: Cleanse and standardize address formats for consistency.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS intelligently pauses and retries with backoff.
  • Data Validation Failure: Message quarantined, alert sent, AI suggests correction.
  • Target System Unavailable: Retries until connection restored, then processes backlog.
  • Schema Mismatch: Alert generated, flow paused for mapping adjustment.
  • Duplicate Record Creation: Deduplication logic prevents, or flag for manual merge.
Support & Information

Frequently Asked Questions

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

General Benefits FAQs

▸ What are the primary benefits of integrating Infor with Epicor E9 using an iPaaS?
Integrating Infor with Epicor E9 via an iPaaS provides real-time data synchronization, automates cross-system workflows (like Order-to-Cash and Procure-to-Pay), reduces manual effort, improves data accuracy, and offers enhanced visibility across your operational and financial functions. It leverages API-first connectivity, low-code automation, and can incorporate AI for intelligent decision-making, making your Infor-Epicor ecosystem more agile and efficient.

Technical Capabilities FAQs

▸ How does an iPaaS support Infor's various modules and Epicor E9's core ERP functions?
An iPaaS provides specialized connectors and a flexible mapping engine to interact with Infor's diverse modules (e.g., SCM, HCM, specific ERPs) and Epicor E9's core accounting and ERP functions. It can extract/update financial transactions (GL, AP, AR), synchronize supply chain data (inventory, orders, procurements), and manage HR data (employee records, payroll) by leveraging their specific APIs, ensuring data integrity across all functions.

Low-Code/No-Code FAQs

▸ Can I use low-code/no-code tools to build Infor and Epicor E9 integrations?
Absolutely. Modern iPaaS platforms offer intuitive low-code/no-code interfaces, enabling business analysts and citizen integrators to design, build, and deploy complex Infor-Epicor E9 workflows with minimal coding. This democratizes integration, accelerates development cycles, and reduces the burden on traditional IT teams, allowing faster adaptation to business changes.

AI Enhancements FAQs

▸ What role does AI play in Infor and Epicor E9 integration and automation?
AI significantly augments Infor-Epicor E9 integration by providing intelligent capabilities such as automated data mapping suggestions, anomaly detection in financial transactions or inventory, predictive insights (e.g., stockouts), intelligent document processing for invoices, and autonomous exception handling. This reduces manual intervention, improves data quality, and offers proactive insights for both systems.

Security & Compliance FAQs

▸ How do I ensure data security when integrating Infor with Epicor E9?
Data security is paramount. Best practices include using robust authentication methods (OAuth 2.0 for Infor, secure service accounts for Epicor E9), encrypting data in transit (TLS/SSL) and at rest, implementing strict access controls (least privilege), tokenizing sensitive data (e.g., payment info), and ensuring your iPaaS adheres to industry-standard security certifications (e.g., ISO 27001, SOC 2, PCI DSS).

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Infor and Epicor E9, and how are they overcome?
Common challenges include maintaining real-time inventory accuracy, synchronizing complex product catalogs with varying attributes, managing dynamic pricing, ensuring consistent customer/vendor master data, and orchestrating complex financial workflows. A flexible iPaaS with robust mapping, event-driven capabilities, and AI-powered validation is crucial to overcome these, providing a unified platform for managing complexities.

Master Data Management FAQs

▸ How does an iPaaS facilitate master data management (MDM) for Infor and Epicor E9?
An iPaaS acts as a central hub for MDM by orchestrating data synchronization and validation rules for critical entities like Customers, Products/Parts, and Vendors across Infor and Epicor E9. It ensures that changes made in one system are accurately reflected in the other, maintaining a 'golden record' and preventing data inconsistencies. This often involves defining a system of record for specific data fields.

Financial Impact FAQs

▸ How do Infor and Epicor E9 integrations impact financial close processes?
Automated integrations, especially for financial data from Infor's operational modules or subsidiary systems into Epicor E9's General Ledger, significantly streamline the financial close process. By ensuring real-time, accurate posting of transactions, it reduces manual reconciliation, accelerates reporting, improves compliance, and leads to faster and more reliable financial statements.
Pricing

Simple, transparent pricing for Infor + Epicor E9.

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 Infor + Epicor E9 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