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Unify Your ERP Power: Sage 100 & Epicor P21 Integration

Automate, Synchronize, and Optimize Your Business Workflows with an AI-Augmented iPaaS

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The Challenge

The Challenge of Disconnected ERPs: Bridging Sage 100 and Epicor P21

Operating with Sage 100 and Epicor P21 as standalone systems creates significant operational hurdles. Businesses struggle with fragmented data, manual processes, and delayed insights, hindering efficiency and growth. The inherent differences in their data structures and traditional integration methods exacerbate these challenges.

  • Manual data entry leading to errors, delays, and increased labor costs.
  • Inconsistent customer, vendor, and inventory data across systems.
  • Delayed order processing and fulfillment due to siloed information.
  • Lack of real-time visibility into financial and operational performance.
  • Complex and costly custom integrations that are difficult to maintain.
  • Compliance risks from unstandardized data handling.
  • Inefficient procure-to-pay and order-to-cash cycles.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Sage 100 and Epicor P21 with a Smart iPaaS

Our AI-augmented iPaaS provides a comprehensive, low-code platform to effortlessly integrate Sage 100 and Epicor P21. By abstracting the complexities of each ERP's unique data structures and APIs, we enable real-time, event-driven data flow, automating your critical business processes from end-to-end. This solution transforms your ERP landscape into a cohesive, intelligent, and highly efficient operational backbone.

  • Pre-built connectors for Sage 100 (BOI/ODBC) and Epicor P21 (REST/Service Connect).
  • Visual drag-and-drop workflow designer for rapid integration development.
  • AI-powered data mapping and transformation engine.
  • Real-time, event-driven architecture with webhooks and change data capture (CDC).
  • Robust error handling, automated retries, and dead-letter queues.
Implementation Timeline

Go live with Sage 100 + 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 Sage 100 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 Sage 100 + 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 Sage 100 (BOI/ODBC) and Epicor P21 (REST/Service Connect).
  • Visual drag-and-drop workflow designer for rapid integration development.
  • AI-powered data mapping and transformation engine.
  • Real-time, event-driven architecture with webhooks and change data capture (CDC).
  • Robust error handling, automated retries, and dead-letter queues.
  • Centralized monitoring, logging, and performance analytics.
  • Secure credential management and compliance adherence (PCI, GDPR).
  • Support for complex business logic and conditional routing.

Technical Integration Details: Connecting Sage 100 & Epicor P21

The integration between Sage 100 and Epicor P21 is orchestrated via a robust iPaaS, acting as the central nervous system. It abstracts the underlying complexities of each ERP's API and data model, providing a unified, secure, and scalable framework for data exchange and workflow automation.

Data Flow Steps

Establish Connectivity: Securely connect to Sage 100 using its Business Object Interface (BOI) or ODBC, and to Epicor P21 via its native REST APIs or Service Connect. Dedicated service accounts with least privilege are used.

Define Event Triggers: Configure the iPaaS to listen for specific events in either system (e.g., a new Sales Order in P21, an updated Customer in Sage 100) using webhooks, API polling, or Change Data Capture (CDC).

Data Extraction & Transformation: Extract relevant data from the source system. The iPaaS's visual mapping engine, often AI-assisted, transforms the data structure and values to match the target system's schema.

Apply Business Logic & Validation: Implement conditional logic, data validation rules, and lookups to ensure data integrity and adherence to business processes (e.g., ensuring a customer exists before creating an order).

Data Ingestion: Post the transformed and validated data to the target ERP system via its respective API or interface.

Error Handling & Monitoring: Implement automated retries for transient errors, route persistent failures to dead-letter queues, and monitor the entire integration flow via centralized dashboards with real-time alerts.

Post-Integration Actions: Trigger subsequent workflows or notifications (e.g., update eCommerce order status, send email notifications).

Data Touchpoints

Sage 100: ARCustomer, SOSalesOrderHeader, SOSalesOrderDetail, CIItem, IMItemWarehouse, APVendor, POPurchaseOrderHeader, APInvoiceHeader, GLAccount, GLJournalHeader/Detail, AR_CashReceipts.
Epicor P21: Customer, Sales Order, Inventory Item, Purchase Order, Vendor, Invoice (Accounts Receivable), Cash Receipt, Shipment, General Ledger (GL) Account, Warehouse.

"Source System Event (e.g., P21 Sales Order Created) -> iPaaS Listener (Webhook/Poll) -> Data Extraction (P21 API) -> AI-Assisted Data Mapping & Transformation -> Business Logic & Validation -> Data Ingestion (Sage 100 BOI/ODBC) -> Error Handling & Logging -> Target System Update (Sage 100 SO_SalesOrderHeader) -> Status Update/Notification"

Pricing

Simple, transparent pricing for Sage 100 + 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 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 Mapping for Sage 100 and Epicor P21

Seamless integration relies on accurate, intelligent mapping of core business entities. Our iPaaS provides visual tools and AI assistance to harmonize the distinct data models of Sage 100 and Epicor P21, ensuring data integrity and consistency.

Customer

Synchronizes customer master data, including contact, billing/shipping addresses, credit terms, and sales history.

Sage 100 Fields

CustomerNo CustomerName AddressLine1 City State AccountStatus CreditLimit EmailAddress

Epicor P21 Fields

CustomerID CustomerName Address1 City State Zip Email TermsCode

Mapping Notes

Map P21's `CustomerID` to a custom field in Sage 100's `AR_Customer` for cross-referencing. Standardize address formats. Ensure `TermsCode` consistency. Handle credit limit updates bidirectionally.

Next Steps

See Sage 100 + 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-to-Cash (P21 Fulfillment, Sage 100 Finance)

A customer places an order on your eCommerce platform. The iPaaS automatically captures the order, creates it in Epicor P21 for inventory allocation and fulfillment, and once shipped, generates an invoice and updates customer payment terms in Sage 100. Cash receipts are then posted automatically to Sage 100.

Integration Steps:

  1. 0 New order webhook from eCommerce to iPaaS.
  2. 1 iPaaS creates Sales Order in Epicor P21.
  3. 2 P21 allocates inventory and initiates fulfillment.
  4. 3 Shipment confirmation from P21 (or WMS) triggers iPaaS.
  5. 4 iPaaS creates AR_InvoiceHeader/Detail in Sage 100.
  6. 5 iPaaS updates Customer (AR_Customer) in Sage 100 with sales history.
  7. 6 Payment gateway confirmation triggers AR_CashReceipts in Sage 100.

Business Outcome

Faster order processing, accurate inventory, reduced manual data entry, accelerated cash flow, 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.

Real-time Data Synchronization
Achieve immediate, bidirectional data flow for critical entities like Sales Orders, Inventory, Customers, and Vendors between Sage 100 and Epicor P21. Prevents data silos and ensures a single source of truth.
End-to-End Process Automation
Automate entire workflows such as eCommerce Order-to-Cash (P21 fulfillment to Sage 100 AR) and Procure-to-Pay (P21 PO to Sage 100 AP). Eliminates manual handoffs and accelerates cycle times.
Enhanced Data Accuracy & Integrity
Leverage AI-powered validation and robust mapping rules to ensure data consistency and accuracy across both ERPs, reducing reconciliation efforts and improving financial reporting.
Unified Customer & Inventory View
Gain a holistic 360-degree view of your customers and real-time inventory levels, optimizing sales, service, and supply chain operations across Sage 100 and Epicor P21.
Accelerated Time-to-Value
Utilize low-code/no-code tools and AI-assisted development to build and deploy complex integrations faster, realizing ROI sooner and empowering business agility.
Reduced Operational Costs
Minimize manual labor, eliminate errors, and optimize resource allocation by automating repetitive tasks, leading to significant cost savings across your organization.
✨

Real-time Data Synchronization

90% reduction in data entry errors

📋 What You Get

Achieve immediate, bidirectional data flow for critical entities like Sales Orders, Inventory, Customers, and Vendors between Sage 100 and Epicor P21. Prevents data silos and ensures a single source of truth.

💼 Business Impact

This benefit directly contributes to 90% reduction improvement in in data entry errors, 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). Used for CRM/eCommerce sync and Customer 360.
POST/PUT/GET /SO/SalesOrder Create, update, or retrieve sales orders (SO_SalesOrderHeader/Detail). Primary for inbound eCommerce or POS orders.
GET/PUT /CI/Item Retrieve product information (CI_Item) or update item details. Essential for product catalog and inventory.
GET/PUT /IM/ItemWarehouse Retrieve or update item inventory quantities (IM_ItemWarehouse). Core for real-time stock sync.
POST/GET /AP/Invoice Create or retrieve Accounts Payable invoices (AP_InvoiceHeader/Detail). Used for procure-to-pay automation.
POST /GL/JournalEntry Post general ledger journal entries (GL_JournalHeader/Detail). For non-subledger specific financial postings.
POST /AR/CashReceipts Record cash receipts (AR_CashReceipts) from payment gateways or bank reconciliation.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1, 1:Many, Many:1 field mappings.
  • Data Type Conversion: Automatic conversion (e.g., string to integer, date format changes).
  • Value Lookups: Translate codes (e.g., P21 `TermsCode` to Sage 100 equivalent) using lookup tables or external APIs.
  • Concatenation/Splitting: Combine or split fields (e.g., `Address1, Address2` to single `AddressLine1`).
  • Conditional Logic: Apply transformations based on data values (e.g., apply different pricing if `CustomerType` is 'Wholesale').
  • Calculations: Perform arithmetic operations (e.g., calculate `ExtensionAmt` from `Quantity` and `UnitPrice`).
  • Default Values: Assign default values for missing or optional fields.
  • AI-Suggested Transformations: AI infers and recommends complex rules based on data patterns and historical transformations.

🛡️ Error Handling

  • API rate limit exceeded (P21).
  • Sage 100 BOI/ODBC connection failure.
  • Data validation failure (e.g., invalid ItemCode, missing CustomerNo).
  • Duplicate record creation attempt.
  • Network connectivity issues.
  • Unauthorized access to ERP endpoints.
  • System downtime for either Sage 100 or Epicor P21.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ Why integrate Sage 100 and Epicor P21?
Integrating Sage 100 and Epicor P21 eliminates data silos, automates manual processes, and provides a unified view of your financial and operational data. This leads to increased efficiency, improved data accuracy, faster decision-making, and significant cost savings by streamlining workflows like order-to-cash and procure-to-pay.

Technical FAQs

▸ What's the best approach for connecting Sage 100 and Epicor P21?
The most effective and modern approach is to use an iPaaS (Integration Platform as a Service). An iPaaS provides pre-built connectors, visual mapping tools, and powerful orchestration capabilities to seamlessly connect Sage 100's BOI/ODBC interfaces with Epicor P21's REST APIs/Service Connect. This method overcomes traditional limitations and enables real-time, event-driven integrations.
▸ How does an iPaaS handle Sage 100's lack of a native REST API?
An iPaaS acts as an abstraction layer. It utilizes Sage 100's robust Business Object Interface (BOI) for programmatic data creation/updates and ODBC for reads, wrapping these traditional methods and exposing them as API-like endpoints. This allows for modern, flexible integration without direct custom coding against Sage 100's internal interfaces.

Use Cases FAQs

▸ Can I automate my eCommerce order processing between P21 and Sage 100?
Absolutely. By integrating your eCommerce platform with Epicor P21 (for fulfillment and inventory) and then with Sage 100 (for accounting and AR), you can fully automate order creation, inventory synchronization, customer updates, shipment notifications, and cash receipt postings. This eliminates manual data entry and ensures real-time accuracy.

AI Features FAQs

▸ How does AI enhance Sage 100 and Epicor P21 integrations?
AI augments the integration process by providing intelligent data validation, anomaly detection (e.g., for invoices or orders), automated mapping suggestions, and even predictive analytics for inventory or sales forecasting. It streamlines complex data transformations, reduces errors, and helps resolve exceptions faster, boosting efficiency and accuracy.

Security FAQs

▸ What are the security considerations for this integration?
Security is paramount. Best practices include using dedicated service accounts with least-privilege access, encrypting all data in transit (TLS 1.2+) and at rest, storing credentials securely in an iPaaS vault, implementing IP whitelisting, and conducting regular security audits. The iPaaS should provide native features for compliance with standards like GDPR and PCI DSS.

Low-Code FAQs

▸ Can I use low-code/no-code tools for complex P21 and Sage 100 workflows?
Yes. Modern iPaaS platforms offer powerful low-code/no-code interfaces that are capable of designing and managing complex P21 and Sage 100 workflows, including conditional logic, intricate data transformations, and multi-system orchestration. This empowers business users and citizen integrators to build and modify integrations, accelerating development and reducing reliance on IT.

Data Management FAQs

▸ How do I ensure data consistency between Sage 100 and P21?
Establishing one ERP as the single source of truth for specific master data (e.g., P21 for inventory, Sage 100 for GL) is key. The iPaaS uses robust data harmonization capabilities, including visual mapping, transformation rules, and validation logic, to ensure integrity. Bidirectional synchronization is managed with clear conflict resolution strategies.
Pricing

Simple, transparent pricing for Sage 100 + 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 Sage 100 + 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