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Unify Sage 100 & Epicor E10: Seamless ERP Integration for Growth

Break down silos between your financial and operational powerhouses. Our iPaaS solution delivers real-time data synchronization, automated workflows, and a single source of truth for Sage 100 and Epicor E10.

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The Challenge

The Challenge of Disconnected ERPs: Sage 100 & Epicor E10

Operating Sage 100 for robust financial management and Epicor E10 for advanced manufacturing and distribution creates a powerful enterprise landscape. However, without seamless integration, these systems can become isolated, leading to fragmented data, manual inefficiencies, and delayed business insights.

  • Data Silos & Inconsistency: Critical information like customer profiles, sales orders, inventory levels, and financial transactions remain trapped in separate systems, leading to discrepancies and unreliable reporting.
  • Manual Data Entry & Errors: Bridging the gap often relies on manual data transfer, introducing human error, consuming valuable employee time, and slowing down critical business cycles like order fulfillment and financial close.
  • Delayed Business Processes: Lack of real-time synchronization means operations in one system can't immediately react to events in another, hindering agility and responsiveness (e.g., outdated inventory causing overselling).
  • Complex & Costly Custom Code: Traditional point-to-point integrations are fragile, expensive to build and maintain, and break with every system upgrade, leading to technical debt and IT bottlenecks.
  • Limited Visibility & Reporting: Without a unified view, gaining comprehensive insights into sales, inventory, production costs, and overall profitability becomes a complex, time-consuming exercise.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent iPaaS Integration for Sage 100 & Epicor E10

Our Integration Platform as a Service (iPaaS) provides the sophisticated, low-code, and AI-augmented bridge needed to connect Sage 100 and Epicor E10 seamlessly. It transforms disparate data sources into a cohesive, automated ecosystem, ensuring real-time synchronization and unlocking the full potential of both your ERP systems.

  • Pre-built Connectors: Rapidly connect to Sage 100 (via BOI/ODBC) and Epicor E10 (via RESTful APIs).
  • Visual Workflow Designer: Build complex integration flows with drag-and-drop simplicity.
  • AI-Powered Data Mapping: Intelligently map entities and fields across systems, reducing manual effort.
  • Real-time & Event-Driven Sync: Leverage Epicor E10 BPMs and Sage 100 triggers for immediate data updates.
  • Robust Error Handling: Ensure data integrity with automated retries, alerts, and dead-letter queues.
Implementation Timeline

Go live with Sage 100 + Epicor E10 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 Sage 100 and Epicor E10, 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 Sage 100 + Epicor E10 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: Rapidly connect to Sage 100 (via BOI/ODBC) and Epicor E10 (via RESTful APIs).
  • Visual Workflow Designer: Build complex integration flows with drag-and-drop simplicity.
  • AI-Powered Data Mapping: Intelligently map entities and fields across systems, reducing manual effort.
  • Real-time & Event-Driven Sync: Leverage Epicor E10 BPMs and Sage 100 triggers for immediate data updates.
  • Robust Error Handling: Ensure data integrity with automated retries, alerts, and dead-letter queues.
  • Centralized Monitoring & Governance: Gain full visibility and control over all integration processes.

Technical Integration Details: Bridging Sage 100 & Epicor E10 with iPaaS

Our iPaaS acts as the intelligent orchestration layer, harmonizing the distinct integration capabilities of Sage 100 and Epicor E10. This ensures secure, scalable, and resilient data flow, leveraging the best of both systems' interfaces.

Data Flow Steps

Connection Establishment: Securely connect to Epicor E10 via its RESTful APIs (ICE) using token-based authentication (OAuth 2.0) and to Sage 100 via dedicated BOI/ODBC connectors with service account credentials.

Event & Data Capture: For Epicor E10, leverage BPMs to trigger events on data changes (e.g., new Sales Order, Job completion). For Sage 100, employ intelligent polling or Change Data Capture (CDC) mechanisms on relevant tables for updates.

Data Transformation & Harmonization: The iPaaS's visual mapping engine transforms data structures and values between Sage 100's fixed schemas (e.g., `AR_Customer`) and Epicor E10's flexible entities (e.g., `Customer`), ensuring data integrity and consistency.

Business Logic & Validation: Apply pre-defined or AI-inferred business rules and validation logic (e.g., credit limit checks, GL account validation) before data is committed to either system.

Orchestration & Routing: Design multi-step workflows to route data, trigger subsequent actions, and handle conditional logic across both ERPs and potentially other connected systems.

Error Handling & Monitoring: Implement robust error handling (retries, dead-letter queues), real-time monitoring, and alerting to ensure data delivery and system health.

Data Touchpoints

Customer Data: `AR_Customer` (Sage 100) <-> `Customer` (Epicor E10)
Sales Orders: `SO_SalesOrderHeader/Detail` (Sage 100) <-> `Sales Order` (Epicor E10)
Item/Product Master: `CI_Item` (Sage 100) <-> `Part/Product` (Epicor E10)
Inventory Levels: `IM_ItemWarehouse` (Sage 100) <-> `Inventory (PartQty/PartBin)` (Epicor E10)
Vendor Data: `AP_Vendor` (Sage 100) <-> `Vendor` (Epicor E10)
Purchase Orders: `PO_PurchaseOrderHeader/Detail` (Sage 100) <-> `Purchase Order` (Epicor E10)
AP Invoices: `AP_InvoiceHeader/Detail` (Sage 100) <-> `AP Invoice` (Epicor E10)
General Ledger: `GL_JournalHeader/Detail` (Sage 100) <-> `GL Account` postings (Epicor E10)

"Conceptual Flow: External System (e.g., eCommerce) -> iPaaS -> Epicor E10 (Operations) <-> iPaaS <-> Sage 100 (Finance) <-> iPaaS -> External System. The iPaaS acts as the central hub, managing bidirectional data flow, transformations, and error handling between the two ERPs."

Pricing

Simple, transparent pricing for Sage 100 + Epicor E10.

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 Sage 100

Integrating Sage 100 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 Data Mapping between Sage 100 & Epicor E10

Harmonizing the distinct data schemas of Sage 100 and Epicor E10 is paramount for successful integration. Our iPaaS provides intelligent mapping tools and transformation capabilities to ensure data integrity and consistency across these core entities.

Customer

Represents customer master data, including billing/shipping addresses, contact information, and credit terms.

Sage 100 Fields

CustomerNo CustomerName AddressLine1 City State AccountStatus CreditLimit EmailAddress TermsCode

Epicor E10 Fields

CustNum CustID Name Address1 City State Zip EmailAddress TermsCode SalespersonCode

Mapping Notes

Map `CustomerNo` (Sage 100) to `CustID` (Epicor E10) for cross-referencing. Ensure consistent address formatting. `TermsCode` requires lookup and mapping between systems. Credit limit updates from Sage 100 should reflect in Epicor E10.

Next Steps

See Sage 100 + Epicor E10 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 & Financial Posting

Automate the entire journey of an online order, from customer placement to Epicor E10 for fulfillment and Sage 100 for financial recording, ensuring seamless operations and accurate reporting.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 iPaaS captures order (webhook), creates/updates `ARCustomer` and `SOSalesOrderHeader/Detail` in Sage 100 (if Sage 100 is master for AR) AND `Customer` and `Sales Order` in Epicor E10.
  3. 2 Epicor E10 allocates `PartQty`/`PartBin`, creates `Job` if make-to-order, and manages `Shipment`.
  4. 3 Epicor E10 `Shipment` completion triggers iPaaS to update Sage 100 `SOSalesOrderHeader` status and create `ARInvoiceHeader`.
  5. 4 Tracking information and order status are pushed back to the eCommerce platform.

Business Outcome

Accelerated order-to-cash cycle, real-time inventory synchronization, accurate revenue recognition, 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.

Real-time Operational Visibility
Gain a unified, real-time view of your financial and operational data, from sales orders and inventory to production jobs and AP invoices, across Sage 100 and Epicor E10.
Automated Workflow Efficiency
Eliminate manual data entry and human errors by automating critical workflows like order-to-cash, procure-to-pay, and customer master data synchronization between ERPs.
Enhanced Data Accuracy & Integrity
Ensure data consistency across both Sage 100 and Epicor E10 with robust validation, transformation, and AI-powered anomaly detection, fostering a single source of truth.
Accelerated Financial Close
Streamline financial posting from Epicor E10 operations into Sage 100, reducing the time and effort required for month-end and year-end closes.
Optimized Inventory Management
Achieve real-time inventory synchronization between Epicor E10's operational inventory and Sage 100's financial inventory, preventing overselling and optimizing stock levels.
Reduced IT Burden & Cost
Leverage low-code tools to empower business users, minimize reliance on costly custom development, and reduce ongoing maintenance for ERP integrations.
✨

Real-time Operational Visibility

30% Reduction in data reconciliation time

📋 What You Get

Gain a unified, real-time view of your financial and operational data, from sales orders and inventory to production jobs and AP invoices, across Sage 100 and Epicor E10.

💼 Business Impact

This benefit directly contributes to 30% improvement in Reduction in data reconciliation 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/PUT/GET /AR/Customer Create, update, or retrieve customer records (AR_Customer) for CRM or eCommerce sync. (Via BOI/ODBC)
POST/PUT/GET /SO/SalesOrder Create, update, or retrieve sales orders (SO_SalesOrderHeader/Detail) from eCommerce or POS. (Via BOI/ODBC)
GET/PUT /CI/Item Retrieve product information (CI_Item) or update item details from PIM/eCommerce. (Via BOI/ODBC)
GET/PUT /IM/ItemWarehouse Retrieve or update item inventory quantities (IM_ItemWarehouse) for real-time stock sync. (Via BOI/ODBC)
POST/GET /AP/Invoice Create or retrieve Accounts Payable invoices (AP_InvoiceHeader/Detail) from procurement/OCR. (Via BOI/ODBC)
POST /GL/JournalEntry Post general ledger journal entries (GL_JournalHeader/Detail) from expense systems or other financial sources. (Via BOI/ODBC)

⚡ Transformation Logic

  • Field Renaming/Mapping: `AR_Customer.CustomerNo` to `Customer.CustID`.
  • Data Type Conversion: String to Numeric, Date format adjustments.
  • Lookup & Enrichment: Map `TermsCode` from source to target system's valid codes. Enrich customer data with credit status from Sage 100.
  • Concatenation/Splitting: Combine address lines or split full names.
  • Conditional Logic: If `SalesOrder.OrderTotal` > $10,000, mark as 'Requires Review' in Epicor E10.
  • Value Translation: Convert `OrderStatus` ('Open', 'Shipped') between systems' specific codes.
  • Calculations: Calculate `ExtensionAmt` for Sage 100 based on `QuantityOrdered` and `UnitPrice` from Epicor E10.

🛡️ Error Handling

  • API Rate Limit Exceeded (Epicor E10): iPaaS automatically throttles requests and retries.
  • Sage 100 BOI/ODBC Connection Failure: Automated retries and alerts to IT.
  • Data Validation Error: (e.g., invalid `PartNum` from Epicor E10 to Sage 100 `ItemCode`). Message routed to DLQ, alert sent for manual correction and reprocessing.
  • Duplicate Record Creation: (e.g., `Customer` already exists in Epicor E10 when syncing from Sage 100). iPaaS deduplication logic prevents creation, updates existing record or flags for review.
  • Referential Integrity Violation: (e.g., `SalesOrder` created in Sage 100 with non-existent `CustomerNo`). iPaaS pre-validates or flags for correction.
Support & Information

Frequently Asked Questions

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

Technical Integration FAQs

▸ What are the primary methods for integrating Sage 100 and Epicor E10?
Sage 100 primarily uses its Business Object Interface (BOI) or ODBC/SQL direct access, while Epicor E10 leverages modern RESTful APIs (via ICE) and Business Process Management (BPM) triggers. A robust iPaaS solution acts as the bridge, abstracting these diverse methods into unified, manageable connectors for seamless data flow.

Data Management FAQs

▸ How does an iPaaS handle the different data structures between Sage 100 and Epicor E10?
Our iPaaS employs a powerful visual mapping engine to transform and harmonize data. It translates Sage 100's specific table and field names (e.g., `AR_Customer`) to Epicor E10's entities (e.g., `Customer`), applies data type conversions, performs lookups, and executes complex business rules to ensure consistency and integrity.

Performance & Sync FAQs

▸ Can I achieve real-time synchronization between Sage 100 and Epicor E10?
Yes, real-time or near real-time synchronization is achievable. For Epicor E10, its BPM engine can trigger events (webhooks) to the iPaaS immediately upon data changes. For Sage 100, the iPaaS can use Change Data Capture (CDC) or intelligent polling to detect updates, enabling responsive workflows for critical data like inventory and sales orders.

AI & Automation FAQs

▸ How does AI enhance Sage 100 Epicor E10 integrations?
AI significantly augments integrations by providing capabilities like AI-assisted field mapping, anomaly detection (e.g., flagging unusual order values or duplicate records), intelligent document processing for AP invoices, and even suggesting workflow improvements or predictive insights based on combined ERP data.

Security & Compliance FAQs

▸ What are the security considerations for integrating these two ERPs?
Security is paramount. We implement dedicated service accounts with least privilege, enforce TLS 1.2+ encryption for all data in transit, store credentials in an encrypted vault, and utilize IP whitelisting. Our iPaaS provides comprehensive audit trails and supports compliance standards like GDPR and SOC 2 Type II.

Error Handling FAQs

▸ How do you handle errors and ensure data consistency during integration?
Our iPaaS includes robust error handling: granular logging, automated retries with exponential backoff for transient errors, and dead-letter queues (DLQs) for persistent failures. Configurable alerts notify teams of critical issues, and AI can even suggest resolutions, ensuring data consistency and preventing data loss.

Low-Code/No-Code FAQs

▸ Can business users create or modify these integrations without coding?
Absolutely. Our iPaaS features a low-code/no-code visual designer that empowers business analysts and citizen integrators to build, modify, and manage complex integration workflows using drag-and-drop functionality. This significantly accelerates development and reduces reliance on specialized IT resources.
Pricing

Simple, transparent pricing for Sage 100 + Epicor E10.

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 Sage 100 + Epicor E10 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