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Seamless Lotus Notes & Epicor Integration: Automate Legacy & Modern ERP Workflows

Bridge the gap between your critical Lotus Notes applications and Epicor ERP with a powerful, AI-driven iPaaS. Achieve real-time data synchronization, streamline operations, and unlock new levels of efficiency.

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The Challenge

The Challenge: Disconnected Legacy Lotus Notes & Modern Epicor ERP

Many organizations rely on legacy Lotus Notes applications for specific departmental workflows, document management, and custom solutions. However, the lack of seamless integration with a modern ERP like Epicor creates significant operational bottlenecks, data inconsistencies, and inhibits real-time decision-making.

  • Manual data entry between Notes and Epicor leads to errors and delays.
  • Critical business processes are fragmented, spanning multiple disconnected systems.
  • Lack of real-time visibility into orders, inventory, or financial approvals.
  • Complex, costly, and time-consuming custom code for point-to-point integrations.
  • Difficulty in maintaining data consistency and a 'single source of truth'.
  • Limited scalability and agility for evolving business needs.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Lotus Notes & Epicor Integration with an iPaaS

Our advanced iPaaS (Integration Platform as a Service) provides the comprehensive solution to seamlessly connect Lotus Notes and Epicor. By leveraging an API-first approach, low-code/no-code capabilities, and AI-driven intelligence, we empower you to automate complex workflows, synchronize critical data in real-time, and unlock the full potential of your enterprise applications.

  • Bi-directional data synchronization between Notes and Epicor.
  • Low-code/no-code visual workflow builder.
  • Pre-built connectors for Epicor (REST API) and Lotus Notes (DDS/Custom Agents).
  • AI-powered data mapping and transformation engine.
  • Real-time event-driven architecture.
Implementation Timeline

Go live with Lotus Notes + Epicor 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 Lotus Notes and Epicor, 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 Lotus Notes + Epicor 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 between Notes and Epicor.
  • Low-code/no-code visual workflow builder.
  • Pre-built connectors for Epicor (REST API) and Lotus Notes (DDS/Custom Agents).
  • AI-powered data mapping and transformation engine.
  • Real-time event-driven architecture.
  • Robust error handling and monitoring.
  • Centralized integration governance and lifecycle management.

Lotus Notes & Epicor: Technical Integration Details

Our iPaaS facilitates a robust and flexible integration between Lotus Notes and Epicor, leveraging the best available connectivity methods for both systems. This ensures secure, scalable, and real-time data exchange, tailored to your specific business requirements.

Data Flow Steps

Secure Connectivity: Establish secure connections to Epicor via its REST APIs (using OAuth 2.0) and to Lotus Notes via HCL Domino Data Service (DDS) or custom Notes Web Agents (secured by an API Gateway).

Event Detection: Configure event triggers in Epicor (e.g., BPMs, change tracking) and Lotus Notes (e.g., custom agents on document save, DDS notifications, or scheduled polling of views) to detect data changes.

Data Extraction: Extract relevant data from the source system based on detected events or scheduled intervals.

Data Mapping & Transformation: Utilize the iPaaS's visual mapping canvas and AI-assisted tools to transform extracted data into the target system's required format and schema, handling Notes' semi-structured nature.

Business Logic & Validation: Apply custom business rules, conditional logic, and data validation checks during the transformation process to ensure data integrity.

Data Ingestion: Ingest the transformed data into the target system via its respective APIs, ensuring proper error handling and retry mechanisms.

Status Updates & Reconciliation: Update the source system with the status of the transaction in the target system (e.g., Epicor Order ID in Notes). Implement reconciliation processes for data consistency.

Monitoring & Alerting: Continuously monitor integration flows, log all transactions, and trigger alerts for any failures or anomalies.

Data Touchpoints

Lotus Notes Document <-> Epicor SalesOrder
Lotus Notes Invoice/Bill <-> Epicor APInvoice
Lotus Notes Customer Record <-> Epicor Customer
Lotus Notes Product Catalog Item <-> Epicor Part
Lotus Notes User/Person Document <-> Epicor Employee/LaborDtl
Lotus Notes Case/Ticket <-> Epicor Customer (notes/activity)
Lotus Notes Approval Request <-> Epicor Workflow/Task

"The integration architecture involves an iPaaS acting as the central orchestrator. For inbound flows to Epicor, the iPaaS connects to Epicor's REST APIs. For outbound flows from Epicor, Epicor BPMs or webhooks push events to the iPaaS. For Lotus Notes, the iPaaS connects to HCL Domino Data Service (DDS) for modern REST access or custom Notes Agents/Web Services for older applications, often fronted by an API Gateway for security. Data is extracted, transformed, validated, and then pushed to the destination system, with bi-directional status updates."

Pricing

Simple, transparent pricing for Lotus Notes + Epicor.

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 Lotus Notes

Integrating Lotus Notes 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 between Lotus Notes & Epicor

Bridging the diverse data structures of Lotus Notes' flexible documents and Epicor's rigid entities is central to successful integration. Our iPaaS provides intelligent mapping capabilities to ensure data integrity and consistency.

Order (eCommerce/Notes) to SalesOrder (Epicor)

Synchronizing customer orders from an eCommerce platform, potentially processed in a Notes fulfillment system, to Epicor's Sales Order module.

Lotus Notes Fields

Lotus Notes Document (Form: Order Record) OrderID (Custom field) CustomerID (Custom field) OrderDate OrderStatus LineItems (rich text/embedded docs) TotalAmount ShippingAddress (rich text/fields)

Epicor Fields

Epicor SalesOrder (OrderNum, OrderDate, CustNum, PONum, OrderAmt, OrderStatus) Epicor OrderDtl (PartNum, OrderQty, UnitPrice, LineDesc) Epicor ShipTo (ShipToNum, Address1, City, State, Zip)

Mapping Notes

Lotus Notes' `LineItems` (often rich text or embedded documents) require sophisticated parsing and transformation into structured `Epicor OrderDtl` records. `OrderID` from Notes or eCommerce should map to Epicor's `PONum` or a custom field for traceability. Status updates (`OrderStatus`) are critical for bi-directional sync.

Next Steps

See Lotus Notes + Epicor 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 Notes & Epicor Fulfillment

Automate the flow of new eCommerce orders from an online store into a Lotus Notes-based fulfillment or order management application, triggering internal processes and updating order status back to the eCommerce platform and creating a Sales Order in Epicor.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 iPaaS receives order via webhook.
  3. 2 Order data transformed and sent to Lotus Notes 'Order Record' document.
  4. 3 Notes workflow triggers internal fulfillment tasks.
  5. 4 Once fulfilled in Notes, status update triggers Epicor Sales Order creation.
  6. 5 Epicor allocates inventory, updates stock, and prepares for invoicing.
  7. 6 Order status (e.g., 'Shipped') pushed back to Notes and eCommerce.

Business Outcome

Real-time order processing, accurate inventory levels across all channels, streamlined fulfillment, reduced manual data entry and errors.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerate Business Processes
Automate manual handoffs between Lotus Notes and Epicor, drastically reducing cycle times for orders, approvals, and financial transactions.
Improve Data Accuracy & Consistency
Ensure a 'single source of truth' by synchronizing data in real-time, eliminating manual entry errors and discrepancies across systems.
Enhance Real-time Visibility
Gain immediate insights into inventory levels, order statuses, customer interactions, and financial approvals across your entire enterprise.
Reduce Operational Costs
Minimize manual labor, reduce reconciliation efforts, and optimize resource allocation by automating repetitive integration tasks.
Future-Proof Your IT Landscape
Extend the value of legacy Lotus Notes applications while seamlessly integrating with modern Epicor ERP, preparing your business for future growth.
Empower Business Users
Leverage low-code/no-code tools to allow business analysts to build and manage integrations, reducing IT dependency and accelerating innovation.
✨

Accelerate Business Processes

30-50% Faster Process Cycles

📋 What You Get

Automate manual handoffs between Lotus Notes and Epicor, drastically reducing cycle times for orders, approvals, and financial transactions.

💼 Business Impact

This benefit directly contributes to 30-50% improvement in Faster Process Cycles, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Lotus Notes + Epicor 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 Lotus Notes and Epicor, 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 Lotus Notes + Epicor 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
GET /api/data/{databaseName}/api/data/documents Retrieve a list of documents from a specific Notes database (via Domino Data Service - DDS). Used for initial loads or polling for changes.
GET /api/data/{databaseName}/api/data/documents?query={query} Query documents within a Notes database using Domino Query Language (DQL). Allows for filtered and targeted data retrieval.
POST /api/data/{databaseName}/api/data/documents Create a new document in a specified Notes database, typically using a form name in the payload. Used for creating new orders, invoices, or cases.
PUT /api/data/{databaseName}/api/data/documents/{unid} Update an existing Notes document by its Universal ID (UNID), replacing its content. Used for full document updates.
PATCH /api/data/{databaseName}/api/data/documents/{unid}?mode=merge Partially update an existing Notes document by its UNID, merging changes (requires DDS support). Ideal for status updates or minor field changes.
GET /api/{databaseName}/api/data/views/{viewName}/documents Retrieve documents from a specific Notes view, often used for filtered or sorted data sets (e.g., 'all open orders').
POST /api/custom/{databaseName}/{agentName} Invoke a custom Lotus Notes agent exposed as a web service or REST endpoint for complex business logic, legacy interactions, or event emission.

⚡ Transformation Logic

  • Rich Text to Plain Text/HTML: Convert Lotus Notes rich text fields (e.g., `LineItems`, `Description`) to Epicor-compatible plain text or HTML fragments.
  • Date & Time Formatting: Standardize date and time formats (e.g., Notes `Modified` timestamp to Epicor `OrderDate`).
  • Value Lookups: Translate Notes-specific status codes or category names to Epicor's equivalent codes (e.g., Notes `OrderStatus` 'Pending' to Epicor `OrderStatus` 'Open').
  • Data Aggregation/Splitting: Aggregate multiple Notes fields into a single Epicor field or split a complex Notes field (e.g., `Address`) into multiple Epicor fields.
  • Conditional Logic: Apply transformations only if certain conditions are met (e.g., only create Epicor APInvoice if Notes `Status` is 'Approved').
  • Currency Conversion: Convert monetary values if Notes and Epicor operate in different currencies.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS implements exponential backoff and retries.
  • Data Validation Failure: Incorrect `PartNum` in Epicor, invalid date in Notes. Flow is paused, alerted, and routed to dead-letter queue.
  • Network Connectivity Issues: Retries with increasing delay, alerts IT.
  • Authentication Failure: Alerts security team, suspends flow until credentials are updated.
  • Semantic Conflicts: e.g., Notes 'Approved' vs. Epicor 'Processed'. AI flags for manual review or applies predefined mapping rules.
Pricing

Simple, transparent pricing for Lotus Notes + Epicor.

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.

General Integration FAQs

▸ Can Lotus Notes integrate with modern cloud ERPs like Epicor?
Absolutely. While Lotus Notes is a legacy system, modern iPaaS platforms provide the necessary connectors, mapping engines, and orchestration layers to seamlessly integrate it with cloud ERPs like Epicor. This involves exposing Notes data via APIs (like HCL Domino Data Service - DDS) and transforming it into formats compatible with Epicor's REST APIs.

Challenges FAQs

▸ What are the common challenges when integrating Lotus Notes with Epicor?
Common challenges include Lotus Notes' semi-structured data model, reliance on legacy integration methods (e.g., custom LotusScript agents), lack of standardized REST APIs in older versions, and the complexity of its security model. Modern iPaaS addresses these by providing robust data mapping, API-first connectivity (e.g., via DDS), and secure credential management.

Technical FAQs

▸ How can I achieve real-time data synchronization between Lotus Notes and Epicor?
Real-time synchronization can be achieved by adopting an event-driven architecture. This involves configuring Lotus Notes agents to emit events (e.g., on document creation/modification) or leveraging DDS notifications that an iPaaS can listen for via webhooks. Similarly, Epicor BPMs can trigger webhooks. The iPaaS then immediately processes and pushes these updates to connected systems.

iPaaS Capabilities FAQs

▸ Is low-code/no-code suitable for Lotus Notes and Epicor integrations?
Yes, low-code/no-code platforms are highly suitable. The iPaaS itself provides a visual, low-code interface to design integration flows that connect to both Notes and Epicor, abstracting away the underlying complexity. This empowers business analysts to build and maintain workflows without extensive coding, significantly accelerating development and reducing IT dependency.
▸ What is the role of an iPaaS in modernizing Lotus Notes for Epicor integration?
An iPaaS acts as the central nervous system for modernizing Lotus Notes. It provides connectors, a visual development environment for low-code workflows, data mapping and transformation capabilities, API management, and orchestration tools, enabling Notes to participate in a scalable, event-driven enterprise ecosystem with Epicor without extensive recoding.

AI Features FAQs

▸ How does AI enhance Lotus Notes and Epicor integrations?
AI can significantly augment integrations by providing intelligent automation. This includes AI-driven data mapping suggestions, automated anomaly detection in transaction flows (e.g., flagging unusual order values from Notes), intelligent exception handling, and smart routing for workflow documents. It can also assist in extracting structured data from unstructured or rich-text Notes fields.

Security FAQs

▸ What security considerations are important for Lotus Notes and Epicor integrations?
Key security considerations include using TLS/SSL for all data in transit, securing API endpoints with OAuth 2.0 (for Epicor) or API keys via an API Gateway (for Notes), strictly managing database ACLs (Access Control Lists) for Notes integration users, and storing credentials securely in the iPaaS vault. Regular security audits are also crucial.

Data Handling FAQs

▸ How do you handle rich-text fields and attachments in Notes during integration with Epicor?
Rich-text fields often require specific handling; iPaaS can extract the plain text content or convert it to HTML/Markdown for compatibility with Epicor's fields. Attachments can be extracted, stored in external document management systems (DMS), or passed to AI services for content analysis (e.g., OCR for invoices), with their links stored back in Epicor.
Implementation Timeline

Go live with Lotus Notes + Epicor 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 Lotus Notes and Epicor, 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 Lotus Notes + Epicor 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 Lotus Notes + Epicor.

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 Lotus Notes + Epicor 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