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Sage 100 + Epicor E9 Integration

Clarity Connect™ integrates Sage 100 with Epicor E9, 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 Sage 100 and Epicor E9 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 Sage 100 and Epicor E9.

  • Automatically detect and map custom fields in Sage 100 (UDFs) and Epicor E9.
  • Drag-and-drop mapping for custom fields between systems.
  • Conditional logic for populating custom fields based on source data.
Implementation Timeline

Go live with Sage 100 + 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 Sage 100 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 Sage 100 + 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

  • Automatically detect and map custom fields in Sage 100 (UDFs) and Epicor E9.
  • Drag-and-drop mapping for custom fields between systems.
  • Conditional logic for populating custom fields based on source data.

Robust Integration Architecture for Sage 100 and Epicor E9

Our architecture leverages a modern iPaaS as the central nervous system, providing a resilient, scalable, and secure framework for connecting Sage 100 and Epicor E9. It abstracts the complexities of each ERP's native interfaces, offering a unified integration experience.

Data Flow Steps

Event-Driven Architecture: For real-time updates (e.g., new customer, item price change).

Canonical Data Model: Standardize common entities within the iPaaS for easier mapping.

API-First Approach: Expose ERP functionality via managed APIs through the iPaaS.

Batch Processing: For high-volume, non-real-time data transfers (e.g., nightly GL consolidations).

Publish-Subscribe Model: Decouple systems, allowing multiple consumers of ERP events.

Data Touchpoints

iPaaS Core: Runtime engine, workflow designer, monitoring, security.
Sage 100 Connector: Specialized adapter for BOI, ODBC, or custom APIs.
Epicor E9 Connector: Adapter for Service Connect, REST APIs, or direct database.
Data Transformation Engine: Visual mapping, low-code functions, AI-assisted transformations.
Message Queues: For asynchronous processing, buffering, and retry mechanisms.
API Gateway: For exposing Sage 100/Epicor E9 data/functions as standardized APIs.
Credential Vault: Secure storage for all API keys and service account credentials.
Logging & Monitoring: Centralized dashboards for real-time visibility and audit trails.

"Conceptual Diagram: [Source ERP (Epicor E9/Sage 100)] <--> [iPaaS (Connectors, Mapping, Orchestration, AI)] <--> [Target ERP (Sage 100/Epicor E9)] <--> [Data Warehouse/Reporting (Optional)]"

Pricing

Simple, transparent pricing for Sage 100 + 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 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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer

Synchronizes customer master data, including contact details, addresses, and credit terms, across both ERPs.

Sage 100 Fields

CustomerNo CustomerName AddressLine1 City State AccountStatus CreditLimit EmailAddress

Epicor E9 Fields

CustNum Name Address1 City State Zip EmailAddress TermsCode CreditLimit

Mapping Notes

Map Sage 100 'CustomerNo' to Epicor E9 'CustNum' or a custom external ID field. Address standardization is crucial. CreditLimit and TermsCode require careful bidirectional mapping or a master system of record.

Next Steps

See Sage 100 + 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.

Master Data Synchronization (Customer & Vendor)

Ensure consistent customer and vendor master data across both Sage 100 and Epicor E9 to maintain a unified 360-degree view and streamline procure-to-pay and order-to-cash cycles.

Integration Steps:

  1. 0 New customer/vendor created in source ERP (e.g., Epicor E9)
  2. 1 iPaaS detects event/poll for new record
  3. 2 Data extracted, transformed to target schema (Sage 100 ARCustomer/APVendor)
  4. 3 Data validated against Sage 100 rules (e.g., unique VendorNo)
  5. 4 New customer/vendor created in Sage 100
  6. 5 Confirmation/error logging back to iPaaS

Business Outcome

Eliminates duplicate data entry, ensures consistent credit terms and contact info, reduces reconciliation errors, improves customer/vendor relationship management.

Frequency

Real-time/Event-driven or Near Real-time (e.g., hourly)

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose

⚡ Transformation Logic

  • Field-level mapping with drag-and-drop interface.
  • Data type conversions (e.g., string to numeric, date formats).
  • Conditional logic for complex business rules (e.g., default GL accounts based on item type).
  • Lookup tables for cross-system code translation (e.g., payment terms codes).
  • Concatenation and splitting of fields (e.g., address lines).
  • Mathematical calculations for derived fields (e.g., total amount).

🛡️ Error Handling

  • Invalid data formats or missing required fields.
  • Referential integrity violations (e.g., trying to create a sales order for a non-existent customer).
  • API/Database connection failures or timeouts.
  • Business logic errors (e.g., attempting to post to a closed GL period).
  • Duplicate record creation attempts.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why integrate Sage 100 and Epicor E9 if both are ERPs?
Organizations often run both ERPs for various reasons, such as managing different business units, historical acquisitions, or specialized functionality (e.g., Sage 100 for core accounting in one division, Epicor E9 for manufacturing in another). Integration ensures crucial data like customer masters, vendor details, item catalogs, and General Ledger entries remain consistent and synchronized across both systems, preventing data silos and enabling consolidated reporting.

Technical FAQs

▸ What are the primary technical challenges of integrating Sage 100 with Epicor E9?
The main challenges include Sage 100's reliance on older interfaces (BOI, ODBC) rather than a native REST API, and Epicor E9's use of Service Connect or custom APIs which can vary. Data schema differences, ensuring transactional integrity, managing custom fields, and robust error handling across two complex ERPs are also significant. A modern iPaaS abstracts these complexities by providing specialized connectors and a flexible transformation engine.
▸ Can I achieve real-time data synchronization between Sage 100 and Epicor E9?
Yes, real-time or near real-time synchronization is achievable using an iPaaS. For Epicor E9, this often involves leveraging its Service Connect or custom API events. For Sage 100, the iPaaS can implement Change Data Capture (CDC) at the database level or monitor specific tables for updates, pushing changes instantly to Epicor E9. This replaces slow, scheduled batch processes with immediate, event-driven data flows for critical entities like inventory levels or customer updates.

Data Management FAQs

▸ How does an iPaaS handle data transformation between these two ERPs?
An iPaaS uses a powerful, visual mapping engine to transform data structures and fields between Sage 100's specific schema (e.g., AR_Customer) and Epicor E9's (e.g., Customer). It supports drag-and-drop mapping, complex conditional logic, data type conversions, and lookups to ensure data integrity and consistency. AI assistance can even suggest mappings and validate transformations.

Security FAQs

▸ What are the security considerations for integrating Sage 100 and Epicor E9?
Security is paramount. Best practices include using dedicated service accounts with least privilege for iPaaS connections, encrypting all data in transit (TLS 1.2+), storing credentials securely in an iPaaS vault, implementing IP whitelisting on ERP servers, and masking/redacting sensitive data in logs. The iPaaS should also support compliance standards like GDPR and PCI DSS.

Development FAQs

▸ Can I use low-code/no-code tools to manage these integrations?
Absolutely. Modern iPaaS platforms offer low-code/no-code visual designers that empower business users and citizen integrators to build, modify, and monitor integration workflows without extensive coding. This accelerates development, reduces reliance on IT, and allows for greater agility in adapting to changing business needs for your Sage 100 and Epicor E9 data flows.

AI Features FAQs

▸ How does AI enhance the Sage 100 and Epicor E9 integration process?
AI significantly boosts integration efficiency and accuracy. It can auto-suggest field mappings, infer business rules, detect data anomalies and potential fraud (e.g., in AP invoices or GL entries), and even assist with root cause analysis for errors. AI-powered sandboxes can also validate workflows, providing predictive insights into potential issues before deployment.

Operations FAQs

▸ What kind of monitoring and error handling should I expect?
A robust iPaaS provides centralized monitoring dashboards showing real-time integration health, transaction volumes, and error rates. It includes detailed logging, automated retry mechanisms for transient errors, and dead-letter queues for persistent failures. Configurable alerts notify relevant teams of critical issues, ensuring proactive resolution and data integrity across both Sage 100 and Epicor E9.
Pricing

Simple, transparent pricing for Sage 100 + 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 Sage 100 + 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