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Unify Infor & Epicor P21: Powering Seamless ERP Operations

Integrate your Infor ecosystem with Epicor P21 for real-time data synchronization, automated workflows, and a unified view of your enterprise. Leverage AI-driven iPaaS for unprecedented efficiency.

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The Challenge

The Disconnected Enterprise: Why Infor & Epicor P21 Silos Hurt Business

Operating Infor and Epicor P21 as standalone systems creates significant operational inefficiencies, data inconsistencies, and a fragmented view of your business. This disconnection leads to manual processes, delayed information, and increased risk.

  • Manual data entry between Infor and P21 for sales orders, inventory, or financial transactions.
  • Delayed or inaccurate inventory levels leading to overselling or stockouts.
  • Fragmented customer data across Infor (CRM/eCommerce) and Epicor P21 (AR/Sales).
  • Prolonged financial close cycles due to manual reconciliation of GL data.
  • Inefficient procure-to-pay processes lacking real-time visibility.
  • Compliance risks from inconsistent data handling and lack of audit trails.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Infor & Epicor P21 with a Modern iPaaS

Our intelligent iPaaS platform provides the crucial bridge between your Infor ecosystem and Epicor P21, creating a unified, automated, and highly efficient operational environment. By leveraging an API-first, event-driven architecture, we ensure your critical business data flows flawlessly in real-time.

  • Pre-built connectors for Infor and Epicor P21 APIs
  • Visual, low-code workflow builder
  • AI-driven data mapping and transformation engine
  • Real-time event-driven synchronization
  • Centralized monitoring and error handling
Implementation Timeline

Go live with Infor + Epicor P21 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 P21, 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 P21 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 P21 APIs
  • Visual, low-code workflow builder
  • AI-driven data mapping and transformation engine
  • Real-time event-driven synchronization
  • Centralized monitoring and error handling
  • Robust security and compliance features
  • Scalable, cloud-native architecture

Technical Integration Details: Infor and Epicor P21 Connectivity

Our iPaaS provides a robust, secure, and scalable framework for integrating Infor and Epicor P21. We leverage native APIs, event-driven triggers, and intelligent data transformation to ensure seamless data flow and process orchestration.

Data Flow Steps

Secure Connection Establishment: Utilize dedicated connectors for Infor and Epicor P21, configuring OAuth 2.0 or API key-based authentication with least-privilege service accounts.

Event Listener Configuration: Set up webhooks or smart polling mechanisms on both Infor and Epicor P21 to detect changes in key entities (e.g., new Sales Orders, Inventory updates).

Data Extraction: Extract relevant data from the source system (Infor or P21) via optimized API calls, fetching only necessary fields.

Schema Normalization & Transformation: Ingest extracted data into the iPaaS, where visual mapping tools and AI-assisted transformations normalize schemas to a canonical format, then transform to the target system's specific requirements.

Business Logic & Validation: Apply custom business rules, data validation, and enrichment logic within the iPaaS workflow (e.g., calculating taxes, deriving GL accounts).

Data Loading: Push transformed and validated data to the target system (P21 or Infor) using appropriate API endpoints (POST, PUT).

Error Handling & Monitoring: Implement robust error handling with automatic retries, dead-letter queues, and real-time alerts. Monitor all integration flows from a centralized dashboard.

Data Touchpoints

Customer (Infor -> P21, P21 -> Infor)
Sales Order (Infor -> P21, P21 Status -> Infor)
Product / Inventory Item (Infor -> P21, P21 -> Infor)
Invoice (P21 -> Infor)
Payment Transaction / Cash Receipt (P21 -> Infor)
Purchase Order (Infor -> P21, P21 Status -> Infor)
Vendor (Infor -> P21, P21 -> Infor)
General Ledger Account (P21 Transactions -> Infor GL)

"Infor (Source) -> iPaaS (Connectors, Transformations, Business Logic, AI) -> Epicor P21 (Target) | Bidirectional Data Flow: Infor (CRM, SCM, HCM) <-> iPaaS <-> Epicor P21 (Sales Orders, Inventory, Financials, Procurement)"

Pricing

Simple, transparent pricing for Infor + Epicor P21.

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

Core Entities & Intelligent Data Mapping for Infor ↔ Epicor P21

Achieving seamless integration requires precise mapping of core business entities between Infor and Epicor P21. Our iPaaS provides intelligent tools to streamline this complex process, ensuring data integrity and consistency.

Customer

Represents a business or individual entity that purchases goods or services. Central to sales, marketing, and finance.

Infor Fields

CustomerID CustomerName BillingAddress ShippingAddress ContactEmail PhoneNumber PaymentTerms CreditLimit

Epicor P21 Fields

CustomerID CustomerName Address1 City State Zip PhoneNum Email TaxExempt TermsCode

Mapping Notes

Map unique Customer IDs. Harmonize address components and payment terms. Consider creating a canonical customer object in iPaaS. AI can assist in fuzzy matching for deduplication.

Next Steps

See Infor + Epicor P21 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 & Fulfillment Orchestration

Seamlessly transfer sales orders from your Infor-integrated eCommerce platform to Epicor P21 for fulfillment, then update Infor with shipment tracking and invoice details.

Integration Steps:

  1. 0 Customer places order on eCommerce (integrated with Infor).
  2. 1 New Sales Order created in Infor via API.
  3. 2 iPaaS triggers on Infor Sales Order creation.
  4. 3 Data transformed and validated for Epicor P21.
  5. 4 Sales Order created in Epicor P21, reserving inventory.
  6. 5 Epicor P21 processes fulfillment, generates Shipment.
  7. 6 iPaaS captures P21 Shipment event (tracking, quantities).
  8. 7 Infor Sales Order updated with shipment details.
  9. 8 Epicor P21 Invoice generated upon shipment.
  10. 9 iPaaS transfers P21 Invoice to Infor for AR/GL.

Business Outcome

Faster order processing, accurate inventory, real-time tracking for customers, and streamlined financial reconciliation.

Frequency

Real-time

Business Value

Key Integration Benefits

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

Real-time Operational Visibility
Gain a unified, up-to-the-minute view of your business across Infor and Epicor P21, from sales orders and inventory to financial performance.
Automated End-to-End Workflows
Eliminate manual data entry and human errors by automating critical processes like Order-to-Cash, Procure-to-Pay, and inventory synchronization.
Enhanced Data Accuracy & Consistency
Ensure a single source of truth for master data (Customer, Product, Vendor) across Infor and P21, leading to reliable reporting and decision-making.
Accelerated Financial Close
Automate GL postings, invoice reconciliation, and payment applications to significantly shorten your financial close cycles and improve compliance.
Improved Customer Satisfaction
Provide accurate product availability, real-time order status, and faster fulfillment by synchronizing data between Infor-connected systems and P21.
Agile & Scalable Integration
Leverage low-code tools and a cloud-native iPaaS to rapidly adapt to changing business needs and scale your integrations without performance bottlenecks.
✨

Real-time Operational Visibility

30% Reduction in data latency

📋 What You Get

Gain a unified, up-to-the-minute view of your business across Infor and Epicor P21, from sales orders and inventory to financial performance.

💼 Business Impact

This benefit directly contributes to 30% improvement in Reduction in data latency, 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 Manage customer master data.
POST, GET, PUT /infor/api/v1/salesorders Create/retrieve/update sales orders.
GET, PUT /infor/api/v1/products Retrieve product catalog, update pricing/attributes.
GET, PUT /infor/api/v1/inventory/{item_id} Query/update real-time inventory levels.
POST, GET /infor/api/v1/invoices Create/retrieve invoices.
POST, GET /infor/api/v1/purchaseorders Create/retrieve/update purchase orders.
POST, GET, PUT /infor/api/v1/vendors Manage vendor master data.
POST /infor/api/v1/gl/journalentries Post financial journal entries.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1, 1:Many, Many:1 field mappings (e.g., Infor CustomerID to P21 CustID).
  • Data Type Conversion: Automatic conversion between different data types (e.g., string to integer, date formats).
  • Value Lookups: Mapping status codes (e.g., Infor OrderStatus to P21 OrderStatus) using configurable lookup tables.
  • Concatenation/Splitting: Combining or separating fields (e.g., splitting full name into first/last name, concatenating address lines).
  • Conditional Logic: Applying transformations based on specific conditions (e.g., apply special pricing if customer type is 'Wholesale').
  • Default Values: Assigning default values if a source field is empty or null.
  • Currency Conversion: Automated conversion for multi-currency operations.

🛡️ Error Handling

  • API rate limits exceeded (handled by throttling and retries).
  • Data validation failures (e.g., missing required fields, invalid formats).
  • Network connectivity issues (handled by retries).
  • Authentication failures (alerts triggered for credential review).
  • Business logic errors (e.g., incorrect GL account derivation, pricing calculation errors).
  • System unavailability (circuit breakers prevent cascading failures).
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What are the primary benefits of integrating Infor with Epicor P21 using an iPaaS?
Integrating Infor and Epicor P21 with an iPaaS provides real-time data synchronization, automates critical workflows like order-to-cash and procure-to-pay, reduces manual effort and errors, improves data accuracy, and offers a unified view of your business. It enhances operational efficiency, accelerates financial closes, and improves customer satisfaction.

Technical FAQs

▸ How does the iPaaS handle data consistency and master data management between Infor and P21?
Our iPaaS acts as an orchestration hub, enforcing a single source of truth for critical master data entities like Customer, Product/Inventory Item, and Vendor. It uses robust mapping, transformation rules, and validation logic to ensure data integrity. Bidirectional synchronization with defined conflict resolution rules and AI-driven deduplication ensures consistency across both Infor and P21.
▸ Can I integrate Infor with Epicor P21 if I have an older version of P21 with limited API capabilities?
Yes, our robust iPaaS is designed to connect both cloud-native and legacy systems. While P21's newer versions offer REST APIs, our platform can integrate with older P21 versions using alternative methods like Epicor Service Connect, database connectors, or file-based exchanges, abstracting these complexities into a unified integration layer.

Low-Code FAQs

▸ Can I use low-code/no-code tools to build Infor-P21 integrations?
Absolutely. Our modern iPaaS offers intuitive low-code/no-code interfaces, enabling business analysts and citizen integrators to design, build, and deploy complex Infor-P21 workflows with minimal coding. This democratizes integration, accelerates development cycles, and reduces reliance on traditional IT teams.

AI Features FAQs

▸ What role does AI play in Infor and Epicor P21 integration and automation?
AI significantly augments Infor-P21 integration by providing intelligent capabilities such as automated data mapping suggestions, anomaly detection in financial transactions or inventory levels, predictive analytics for demand, and autonomous exception handling. This reduces manual intervention, improves data quality, and offers proactive insights across both ERPs.

Security FAQs

▸ How do I ensure data security and compliance when integrating Infor with Epicor P21?
Data security is paramount. We implement robust authentication (OAuth 2.0), encrypt data in transit (TLS/SSL) and at rest, apply strict access controls (least privilege), tokenize sensitive data (e.g., payment info), and maintain comprehensive audit trails. Our iPaaS adheres to industry-standard security certifications (ISO 27001, SOC 2) to ensure compliance with regulations like GDPR, CCPA, and PCI DSS.

Challenges FAQs

▸ What are the common challenges when integrating Infor with Epicor P21, and how does your solution address them?
Common challenges include differing data structures, API rate limits, ensuring real-time sync, and handling complex business logic. Our iPaaS addresses these with flexible mapping tools, intelligent queuing and throttling for rate limits, event-driven architecture for real-time updates, and a visual workflow builder that supports complex business rules and AI-assisted validation.

Financial FAQs

▸ How does this integration impact financial close processes?
Automated Infor-P21 integrations, especially for financial data like invoices and payments from P21 into Infor's General Ledger, significantly streamline the financial close process. By ensuring real-time, accurate posting of transactions, it reduces manual reconciliation, accelerates reporting, and improves compliance, leading to faster and more reliable financial statements.
Pricing

Simple, transparent pricing for Infor + Epicor P21.

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 P21 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