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Seamless Sage 100 Epicor Kinetic Integration: Unify ERP Data, Automate Workflows

Break down data silos between Sage 100 and Epicor Kinetic. Drive operational excellence with real-time, bidirectional data synchronization for a truly connected enterprise.

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The Challenge

The Challenge of Disconnected ERP Systems

Operating with Sage 100 and Epicor Kinetic as separate, unintegrated systems creates significant operational inefficiencies and data inconsistencies. Businesses often face a fragmented view of their operations, leading to delayed decision-making and increased costs.

  • Data Silos: Critical information like customer records, sales orders, inventory levels, and financial transactions are isolated in different systems.
  • Manual Data Entry & Errors: Reliance on manual processes to transfer data between Sage 100 and Epicor Kinetic is time-consuming, error-prone, and unsustainable.
  • Inconsistent Reporting: Lack of a single source of truth makes accurate, real-time reporting and analytics nearly impossible, hindering strategic planning.
  • Delayed Business Cycles: Slow data propagation impacts order fulfillment, procurement, and financial closing processes, affecting customer satisfaction and cash flow.
  • Operational Bottlenecks: Discrepancies in inventory, pricing, or customer credit limits lead to operational friction and missed opportunities.
Integration Diagram
Solution Illustration
The Solution

Unified ERP: The Sage 100 & Epicor Kinetic Integration Solution

Our AI-powered iPaaS provides the definitive solution for integrating Sage 100 and Epicor Kinetic. We create a cohesive, intelligent data ecosystem where both ERPs operate as a single, synchronized unit, automating workflows and ensuring data integrity across your entire organization.

  • Bidirectional Data Synchronization: Real-time sync of customers, vendors, items, sales orders, purchase orders, invoices, and GL entries.
  • Event-Driven Architecture: React to changes instantly, ensuring data is always current without constant polling.
  • Low-Code Workflow Design: Visually build, test, and deploy complex integration flows with minimal coding.
  • AI-Powered Data Transformation: Intelligent mapping, validation, and anomaly detection to ensure data quality.
  • Centralized Monitoring & Governance: A single pane of glass for tracking integration health, errors, and performance.
Implementation Timeline

Go live with Sage 100 + Epicor Kinetic 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 Kinetic, 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 Kinetic deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bidirectional Data Synchronization: Real-time sync of customers, vendors, items, sales orders, purchase orders, invoices, and GL entries.
  • Event-Driven Architecture: React to changes instantly, ensuring data is always current without constant polling.
  • Low-Code Workflow Design: Visually build, test, and deploy complex integration flows with minimal coding.
  • AI-Powered Data Transformation: Intelligent mapping, validation, and anomaly detection to ensure data quality.
  • Centralized Monitoring & Governance: A single pane of glass for tracking integration health, errors, and performance.
  • Robust Error Handling & Recovery: Automated retries, dead-letter queues, and configurable alerts prevent data loss.
  • Scalable & Resilient Infrastructure: Designed to handle high data volumes and ensure continuous business operations.

Technical Integration Overview: Bridging Sage 100 and Epicor Kinetic

Our integration framework leverages a robust iPaaS to provide a flexible and resilient bridge between Sage 100's proven accounting and ERP capabilities and Epicor Kinetic's modern manufacturing and supply chain features. This involves sophisticated data transformation, API management, and intelligent workflow orchestration.

Data Flow Steps

Connection Establishment: Securely connect to Sage 100 via a specialized connector that abstracts its Business Object Interface (BOI) and ODBC access, and to Epicor Kinetic via its native RESTful APIs (OAuth 2.0).

Event & Data Capture: Utilize webhooks for Epicor Kinetic, and Change Data Capture (CDC) or scheduled queries for Sage 100 to detect data changes or new records.

Data Transformation & Harmonization: Map disparate data schemas between Sage 100 (e.g., `AR_Customer` fields) and Epicor Kinetic (e.g., `Customer` fields), applying business rules, lookups, and AI-driven data quality checks.

Workflow Orchestration: Design complex, multi-step integration flows using a low-code visual designer, defining the sequence of operations, conditional logic, and error handling.

Execution & Monitoring: Deploy the integration flows to a scalable cloud environment, with real-time monitoring, detailed logging, and proactive alerting for any anomalies or failures.

Error Handling & Resolution: Implement automated retries, dead-letter queues, and human escalation paths for seamless data reconciliation and recovery.

Data Touchpoints

Customer Master: Sage 100 `AR_Customer` <=> Epicor Kinetic `Customer`
Vendor Master: Sage 100 `AP_Vendor` <=> Epicor Kinetic `Vendor`
Item Master: Sage 100 `CI_Item` <=> Epicor Kinetic `Part`
Inventory Levels: Sage 100 `IM_ItemWarehouse` <=> Epicor Kinetic `PartWhse`
Sales Orders: Sage 100 `SO_SalesOrderHeader/Detail` <=> Epicor Kinetic `Sales Order`
Purchase Orders: Sage 100 `PO_PurchaseOrderHeader/Detail` <=> Epicor Kinetic `Purchase Order`
Accounts Payable Invoices: Sage 100 `AP_InvoiceHeader/Detail` <=> Epicor Kinetic `AP Invoice`
Accounts Receivable Invoices: Sage 100 `AR_InvoiceHeader` <=> Epicor Kinetic `AR Invoice`
General Ledger Journal Entries: Sage 100 `GL_JournalHeader/Detail` <=> Epicor Kinetic `GL Journal Entry`
Production Orders: Epicor Kinetic `Job Header` -> Sage 100 (for costing/tracking)

"The integration architecture features a central iPaaS acting as the orchestrator. Data flows bidirectionally between Sage 100 (connected via a secure gateway for BOI/ODBC access) and Epicor Kinetic (connected via native RESTful APIs). External systems like eCommerce platforms or CRMs also connect to the iPaaS, enabling a multi-channel synchronization strategy. Key entities such as Customers, Items, Sales Orders, Purchase Orders, and Invoices are synchronized, with the iPaaS handling all transformations, validations, and error management."

Pricing

Simple, transparent pricing for Sage 100 + Epicor Kinetic.

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

Core Entities & Field-Level Mappings

Achieving seamless integration requires precise mapping and transformation of key business entities. Our iPaaS provides a visual canvas for mapping fields between Sage 100 and Epicor Kinetic, handling data type conversions, default values, and complex business logic.

Customer Master

Synchronizes customer master data, including billing/shipping addresses, contact information, credit terms, and account status.

Sage 100 Fields

CustomerNo (PK) CustomerName AddressLine1 City State AccountStatus CreditLimit EmailAddress

Epicor Kinetic Fields

CustNum (PK) CustID (Unique ID) Name Address ContactName PhoneNum EmailAddress CreditLimit

Mapping Notes

Map Sage 100's `CustomerNo` to Epicor Kinetic's `CustID` or a custom external reference field for cross-system lookup. Address standardization and validation are crucial. Ensure consistent credit limit application.

Next Steps

See Sage 100 + Epicor Kinetic 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 & Inventory Automation

Automate the flow of sales orders from your online store to Sage 100 and Epicor Kinetic, while synchronizing real-time inventory levels to prevent overselling.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 iPaaS captures order, creates/updates customer in Sage 100 (AR_Customer) and Epicor Kinetic (Customer).
  3. 2 Sales Order created in Sage 100 (SO_SalesOrderHeader/Detail) for financial tracking and in Epicor Kinetic (Sales Order) for fulfillment and manufacturing.
  4. 3 Inventory adjusted in Epicor Kinetic (PartWhse) and reflected in Sage 100 (IM_ItemWarehouse) and eCommerce.
  5. 4 Shipment details (Epicor Kinetic Ship Head) update Sage 100 and send tracking info back to eCommerce.

Business Outcome

Seamless order processing, real-time inventory accuracy, reduced manual errors, faster order fulfillment, and improved customer experience.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Boost Operational Efficiency
Automate manual data entry and reconciliation tasks between Sage 100 and Epicor Kinetic, freeing up your team to focus on strategic activities.
Enhance Data Accuracy & Reliability
Eliminate data discrepancies and ensure a single source of truth across both ERP systems with intelligent validation and real-time synchronization.
Accelerate Business Cycles
Streamline critical processes like order-to-cash and procure-to-pay, leading to faster fulfillment, quicker invoicing, and improved cash flow.
Gain Unified Business Insights
Achieve a holistic view of your financials, inventory, customers, and vendors by combining data from Sage 100 and Epicor Kinetic for better decision-making.
Reduce IT Backlog & Costs
Empower business users with low-code tools to build and manage integrations, reducing reliance on IT and lowering development and maintenance expenses.
Improve Customer & Supplier Relationships
Provide accurate order statuses, timely invoices, and consistent communication, leading to higher satisfaction for both customers and suppliers.
✨

Boost Operational Efficiency

80% Reduction in manual data entry

📋 What You Get

Automate manual data entry and reconciliation tasks between Sage 100 and Epicor Kinetic, freeing up your team to focus on strategic activities.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in manual data entry, 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. Accessed via iPaaS BOI/ODBC wrapper.
POST/PUT/GET /SO/SalesOrder Create, update, or retrieve sales orders (SO_SalesOrderHeader/Detail) from eCommerce or POS. Accessed via iPaaS BOI/ODBC wrapper.
GET/PUT /CI/Item Retrieve product information (CI_Item) or update item details from PIM/eCommerce. Accessed via iPaaS BOI/ODBC wrapper.
GET/PUT /IM/ItemWarehouse Retrieve or update item inventory quantities (IM_ItemWarehouse) for real-time stock sync. Accessed via iPaaS BOI/ODBC wrapper.
POST/GET /AP/Invoice Create or retrieve Accounts Payable invoices (AP_InvoiceHeader/Detail) from procurement/OCR. Accessed via iPaaS BOI/ODBC wrapper.
POST /GL/JournalEntry Post general ledger journal entries (GL_JournalHeader/Detail) from expense systems or other financial sources. Accessed via iPaaS BOI/ODBC wrapper.

⚡ Transformation Logic

  • Address Standardization: Normalize street names, state abbreviations, and zip codes across systems.
  • Unit of Measure Conversion: Convert between different UoM definitions (e.g., 'EA' to 'Each').
  • GL Account Mapping: Map specific product lines or expense categories to the correct GL accounts in both ERPs.
  • Customer ID Harmonization: Create/update a common external ID field in both systems for cross-referencing.
  • Status Code Translation: Translate order or invoice status codes (e.g., 'Pending' in eCommerce to 'Open' in ERP).

🛡️ Error Handling

  • API rate limit exceeded (Epicor Kinetic) -> iPaaS throttles and retries.
  • Invalid data format (e.g., non-numeric quantity) -> iPaaS flags for correction or routes to DLQ.
  • Referential integrity violation (e.g., creating sales order with non-existent customer) -> iPaaS prevents creation and alerts.
  • Sage 100 server unavailability -> iPaaS queues requests and retries when available.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ Why integrate Sage 100 and Epicor Kinetic with an iPaaS?
An iPaaS (Integration Platform as a Service) is the most effective way to integrate Sage 100 and Epicor Kinetic because it provides pre-built connectors, robust data mapping, and orchestration capabilities. It overcomes Sage 100's traditional integration limitations (BOI/ODBC) by wrapping them, while seamlessly consuming Epicor Kinetic's modern REST APIs. This enables real-time, bidirectional data flow, automation, and centralized management, which is difficult and costly with custom code.

Workflows & Automation FAQs

▸ What key business processes can be automated between Sage 100 and Epicor Kinetic?
You can automate a wide range of critical workflows, including eCommerce order-to-cash (syncing orders, customers, inventory), procure-to-pay (PO creation, AP invoice processing), customer and vendor master data synchronization, real-time inventory level updates, production order status syncing, and automated General Ledger journal entries. This ensures data consistency and efficiency across your entire operation.

Technical Integration FAQs

▸ How does an iPaaS handle the different API capabilities of Sage 100 and Epicor Kinetic?
The iPaaS acts as an intelligent abstraction layer. For Sage 100, it uses specialized connectors that communicate via the Business Object Interface (BOI) or ODBC, essentially transforming these into API-like interactions. For Epicor Kinetic, it directly leverages its comprehensive RESTful APIs (often OData-based) with OAuth 2.0 authentication. This allows you to design unified workflows without needing to manage the underlying technical differences directly.

Low-Code/No-Code FAQs

▸ Can I use low-code/no-code tools to build and manage these integrations?
Absolutely. Our iPaaS solution is designed with low-code/no-code principles. This empowers business analysts and citizen integrators to visually design, test, and deploy complex integration workflows using a drag-and-drop interface, pre-built connectors, and configurable business rules. This significantly accelerates development, reduces reliance on IT, and increases business agility.

AI & Intelligence FAQs

▸ How does AI enhance the Sage 100 and Epicor Kinetic integration?
AI significantly boosts integration efficiency and accuracy. It can auto-suggest field mappings between systems, detect anomalies in data (e.g., unusually large orders, incorrect GL postings), infer complex business rules, and even propose automated resolutions for common errors. This leads to higher data quality, fewer manual interventions, and smarter automation.

Security & Compliance FAQs

▸ What security measures are in place for this integration?
Security is paramount. We enforce dedicated service accounts with least privilege, encrypt all data in transit (TLS 1.2+) and at rest within the iPaaS, use secure credential management (encrypted vaults), and implement IP whitelisting. Our iPaaS adheres to industry compliance standards like SOC 2 and ISO 27001, ensuring your sensitive ERP data is protected.

Error Handling FAQs

▸ How are data conflicts or errors handled during synchronization?
Our integration framework includes robust error handling. Automated retry mechanisms with exponential backoff are in place for transient errors. For persistent data conflicts or errors (e.g., invalid data format, referential integrity violations), messages are routed to a dead-letter queue for manual review. Configurable alerts notify relevant teams instantly, and AI can even suggest auto-resolution for common issues.

Customization FAQs

▸ Can I synchronize custom fields between Sage 100 and Epicor Kinetic?
Yes, our iPaaS supports the synchronization of custom fields. You can map custom user-defined fields (UDFs) in Epicor Kinetic and custom fields in Sage 100 (accessed via BOI/ODBC) to ensure all relevant business data flows between your systems. The visual mapping canvas makes this process straightforward, even for complex custom data structures.
Pricing

Simple, transparent pricing for Sage 100 + Epicor Kinetic.

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 Kinetic 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