Integration Hero
Connect™

Unify Your Enterprise: Sage 200 & Microsoft Dynamics AX Integration

Break down data silos and drive efficiency with intelligent, real-time data synchronization across your core ERP and accounting systems.

Get Pricing

See how it works
The Challenge

The Challenge of Disconnected ERP & Accounting Systems

Operating with Sage 200 and Microsoft Dynamics AX in isolation creates significant operational friction, leading to manual data entry, reconciliation nightmares, and delayed decision-making. These challenges hinder growth and expose your business to unnecessary risks.

  • Manual data entry and re-keying between systems.
  • Inconsistent customer, supplier, and product master data.
  • Delayed financial reporting and month-end close processes.
  • Lack of real-time visibility into consolidated business performance.
  • High risk of human error and compliance issues.
  • Inefficient inter-company processes and supply chain management.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for Sage 200 & Dynamics AX

Our iPaaS solution provides a comprehensive, AI-enhanced platform to seamlessly connect Sage 200 with Microsoft Dynamics AX. It automates critical workflows, harmonizes data, and offers real-time visibility, transforming your operational and financial landscape.

  • Bi-directional data synchronization for master data.
  • Automated transaction flow (Orders, Invoices, Payments).
  • Real-time or scheduled financial consolidation.
  • AI-driven data mapping and validation.
  • Low-code/no-code workflow builder.
Implementation Timeline

Go live with Sage 200 + Microsoft Dynamics AX 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 200 and Microsoft Dynamics AX, 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 200 + Microsoft Dynamics AX 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 for master data.
  • Automated transaction flow (Orders, Invoices, Payments).
  • Real-time or scheduled financial consolidation.
  • AI-driven data mapping and validation.
  • Low-code/no-code workflow builder.
  • Centralized monitoring and error handling.
  • Robust security and compliance features.

Technical Integration: Sage 200 and Dynamics AX

Our iPaaS acts as the intelligent orchestration layer, bridging Sage 200 and Microsoft Dynamics AX through their respective APIs and integration frameworks. It ensures secure, reliable, and performant data exchange, regardless of system complexity.

Data Flow Steps

Connectivity Layer: Securely connect to Sage 200's RESTful APIs (via OAuth 2.0/API keys) and Microsoft Dynamics AX's AIF/Web Services (SOAP/WCF) or direct database access (via secure agent) for older versions.

Data Extraction: Extract data from source systems based on event triggers (webhooks) or scheduled polling (APIs, database queries).

Transformation & Harmonization: Map and transform diverse data schemas (e.g., Sage 200's `CustomerID` to AX's `AccountNum`) using low-code visual tools and AI-assisted logic.

Validation & Enrichment: Validate data against business rules and enrich it with additional context before posting to the target system, preventing bad data from entering ERPs.

Data Loading: Load transformed data into the target system using the most efficient method (e.g., AX AIF batch documents for high volume, individual API calls for real-time updates).

Error Handling & Monitoring: Implement robust error detection, automatic retries, dead-letter queues, and real-time alerts for any integration failures or anomalies.

Audit & Logging: Maintain comprehensive audit trails of all data transactions and integration activities for compliance and troubleshooting.

Data Touchpoints

Sage 200: Customer, Supplier, Stock Item, Sales Order, Purchase Order, Invoice (Sales), Payment (Customer), General Ledger Account, Journal Entry, Warehouse
Dynamics AX: Customer, Vendor, Sales Order, Purchase Order, Inventory Item (Product), Invoice (Customer Invoice), Payment, General Ledger Journal, Shipment, Financial Dimensions

"Data flow typically originates from a trigger in one system (e.g., new customer in Sage 200). The iPaaS captures this event, extracts relevant entity data, transforms it to match the target system's schema (e.g., Dynamics AX Customer entity), validates against business rules, and then posts the data via the target system's API. This process is monitored end-to-end, with error handling and logging at each stage."

Pricing

Simple, transparent pricing for Sage 200 + Microsoft Dynamics AX.

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 200

Integrating Sage 200 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

Achieving seamless integration requires precise mapping and transformation of core business entities between Sage 200 and Microsoft Dynamics AX. Our iPaaS provides intelligent tools to handle these complexities.

Customer / Customer

Synchronize customer master data, including contact information, addresses, credit limits, and payment terms, ensuring consistency for sales, invoicing, and CRM processes.

Sage 200 Fields

CustomerID CustomerAccountRef CustomerName AddressLine1 City PostCode ContactName EmailAddress PhoneNumber CreditLimit PaymentTerms

Microsoft Dynamics AX Fields

AccountNum Name PartyId Currency CreditLimit CustGroup Address ContactInfo

Mapping Notes

Map Sage 200 `CustomerID` to Dynamics AX `AccountNum`. Harmonize address structures. `CreditLimit` and `PaymentTerms` might be mastered in one system, requiring one-way sync or conflict resolution. Map Sage 200 `CustomerAccountRef` to a custom field in AX for cross-referencing.

Next Steps

See Sage 200 + Microsoft Dynamics AX 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.

Financial Data Roll-up for Multi-Entity Reporting

Consolidate General Ledger Journal entries from Sage 200 subsidiaries into the corporate Microsoft Dynamics AX instance for comprehensive group-level financial reporting and analysis.

Integration Steps:

  1. 0 Sage 200 generates daily or weekly summary Journal Entries (e.g., payroll, accruals).
  2. 1 iPaaS monitors Sage 200 for new `Journal Entry` records.
  3. 2 Extracts `JournalID`, `JournalDate`, `Reference`, `Description`, and `Lines` (AccountID, DebitAmount, CreditAmount, DepartmentID).
  4. 3 Transforms Sage 200 nominal codes to Dynamics AX `AccountNum` and maps `DepartmentID` to `Financial Dimensions`.
  5. 4 Creates a `General Ledger Journal` in Dynamics AX via AIF, ensuring debit/credit balance.
  6. 5 Logs successful postings and alerts on any discrepancies or failures.

Business Outcome

Automated financial consolidation, reducing manual effort by 80%, ensuring accurate group reporting, and accelerating month-end close by days.

Frequency

Daily / Weekly (Scheduled Batch)

Business Value

Key Integration Benefits

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

Streamlined Financial Operations
Automate the flow of general ledger entries, invoices, and payments, drastically reducing manual reconciliation and accelerating month-end close processes.
Enhanced Data Accuracy & Consistency
Achieve a single source of truth for critical master data like Customers, Suppliers, and Inventory, minimizing errors and ensuring reliable reporting.
Improved Operational Efficiency
Automate workflows from order-to-cash to purchase-to-pay, freeing up staff from repetitive tasks to focus on strategic initiatives.
Real-time Business Visibility
Gain instant access to consolidated financial and operational insights across both systems, enabling faster, data-driven decision-making.
Reduced Compliance Risk
Ensure data governance and audit trails are maintained consistently across integrated systems, aiding in regulatory compliance (e.g., SOX, GDPR).
Accelerated Time-to-Value
Leverage low-code/no-code tools and AI assistance to deploy robust integrations much faster than traditional coding methods.
✨

Streamlined Financial Operations

30% Faster Financial Close

📋 What You Get

Automate the flow of general ledger entries, invoices, and payments, drastically reducing manual reconciliation and accelerating month-end close processes.

💼 Business Impact

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

Implementation Timeline

Go live with Sage 200 + Microsoft Dynamics AX 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 200 and Microsoft Dynamics AX, 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 200 + Microsoft Dynamics AX 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, POST, PUT /api/v1/customers Retrieve, create, or update customer records for CRM sync, eCommerce order processing, and customer master data management.
GET, POST, PUT /api/v1/salesorders Create new sales orders from eCommerce platforms, retrieve order details for fulfillment, and update order statuses.
GET, PUT /api/v1/stockitems Retrieve product information, update inventory levels across multiple channels, and manage product catalog data.
GET, POST /api/v1/purchaseinvoices Create purchase invoices from external AP automation tools and retrieve invoice details for payment processing.
POST /api/v1/generalledger/journals Post journal entries from payroll systems, expense management, or other financial applications to the General Ledger.

⚡ Transformation Logic

  • Field-level mapping: Direct 1:1, 1:Many, Many:1 field mapping.
  • Data type conversion: String to Numeric, Date format adjustments.
  • Lookup tables: Map disparate codes (e.g., `PaymentTerms`, `TaxCode`, `UnitOfMeasure`) between systems.
  • Conditional logic: Apply transformations based on field values (e.g., If `CustomerType` is 'Wholesale', set `DiscountGroup` in AX).
  • Data enrichment: Add missing data points by querying other systems or internal databases.
  • Data aggregation/splitting: Combine multiple Sage 200 lines into a single AX entry, or vice versa.

🛡️ Error Handling

  • API rate limit exceeded on Sage 200.
  • Dynamics AX AIF service timeout or unavailability.
  • Invalid data format causing target system rejection.
  • Missing mandatory fields during data transfer.
  • Duplicate record creation due to network retries.
  • Business logic validation failure (e.g., credit limit exceeded).
Pricing

Simple, transparent pricing for Sage 200 + Microsoft Dynamics AX.

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 FAQs

▸ What are the primary benefits of integrating Sage 200 with Dynamics AX?
The primary benefits include automated financial consolidation, unified master data (customers, suppliers, products), streamlined inter-company transactions, reduced manual data entry and errors, faster financial close, and real-time business insights across both ERPs. This leads to significant operational efficiencies and cost savings.

Technical FAQs

▸ How does your solution handle data mapping between Sage 200 and Dynamics AX?
Our iPaaS features a visual, low-code mapping canvas that allows you to easily define field-level transformations. It's enhanced with AI-assisted mapping, which suggests optimal field linkages and transformation rules based on schemas and historical data, significantly accelerating the mapping process and reducing errors.

Performance FAQs

▸ Does this integration support real-time data synchronization?
Yes, our solution supports near real-time data synchronization for critical entities like stock levels, new sales orders, and customer updates by leveraging Sage 200's APIs and implementing event-driven patterns (e.g., webhooks or high-frequency polling) for Dynamics AX. For large financial batches, scheduled synchronization is also available.

Security FAQs

▸ What authentication methods are used for connecting to Sage 200 and Dynamics AX?
For Sage 200, we typically use OAuth 2.0 or secure API keys. For Dynamics AX, common methods include Windows Integrated Authentication, UserName/Password for AIF services, or OAuth 2.0 for modern extensions. Our iPaaS securely manages all credentials using best practices like least privilege and encryption at rest.

Customization FAQs

▸ Can I customize the integration workflows without coding?
Absolutely. Our iPaaS provides a powerful low-code/no-code visual workflow builder. Business users can drag-and-drop components, define conditional logic, and configure data transformations without writing any code, making customization accessible and agile.

AI Features FAQs

▸ How does AI enhance Sage 200 and Dynamics AX integrations?
AI significantly enhances integrations by providing intelligent mapping suggestions, automating data validation and anomaly detection (e.g., in GL postings), suggesting optimal error resolutions, and even assisting in generating initial integration flow templates, making the process faster, smarter, and more reliable.

Error Handling FAQs

▸ What happens if an integration fails? How is data integrity ensured?
Our solution includes robust error handling: automatic retries with exponential backoff for transient errors, dead-letter queues for persistent failures (allowing manual review and reprocessing), and real-time alerts. Comprehensive logging and audit trails ensure data integrity and full visibility into all transactions.

Use Cases FAQs

▸ Is this solution suitable for businesses with multi-company structures using both Sage 200 and AX?
Yes, it is ideal for multi-company structures. It allows for seamless financial consolidation from Sage 200 entities into a central Dynamics AX, and facilitates inter-company transaction automation (e.g., Purchase Order in one system creating a Sales Order in the other), providing a unified operational and financial view.
Implementation Timeline

Go live with Sage 200 + Microsoft Dynamics AX 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 200 and Microsoft Dynamics AX, 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 200 + Microsoft Dynamics AX 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 Sage 200 + Microsoft Dynamics AX.

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 Sage 200 + Microsoft Dynamics AX 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