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Sage 200 + Microsoft Dynamics NAV Integration

Clarity Connect™ integrates Sage 200 with Microsoft Dynamics NAV, 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 200 and Microsoft Dynamics NAV 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 200 and Microsoft Dynamics NAV.

  • Automatically map custom fields from Sage 200 to Dynamics NAV and vice versa.
  • Define transformation rules for custom data types and formats.
Implementation Timeline

Go live with Sage 200 + Microsoft Dynamics NAV 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 NAV, 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 NAV 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 map custom fields from Sage 200 to Dynamics NAV and vice versa.
  • Define transformation rules for custom data types and formats.

Robust Integration Architecture

The integration architecture leverages a modern iPaaS as the central nervous system, connecting Sage 200 and Microsoft Dynamics NAV. This approach ensures a scalable, secure, and resilient data exchange, enabling real-time automation and intelligent decision-making.

Data Flow Steps

Event-Driven Architecture: For real-time updates (e.g., new sales order, stock level change).

Batch Processing: For bulk data synchronization (e.g., daily G/L journal summaries, product catalog updates).

Canonical Data Model: Using an intermediate, standardized data format within the iPaaS for easier mapping and future integrations.

Idempotent Operations: Designing API calls to produce the same result even if executed multiple times, preventing duplicates.

Data Touchpoints

iPaaS Core: Workflow orchestration, scheduling, and runtime environment.
Connectors: Pre-built, optimized adapters for Sage 200 and Dynamics NAV APIs.
Transformation Engine: Low-code/no-code visual mapping and data manipulation.
Rules Engine: For applying complex business logic and validation.
AI Services: For intelligent mapping, anomaly detection, predictive analytics, and process optimization.
Monitoring & Alerting: Centralized dashboards and notification systems.
Data Queueing: For asynchronous processing and managing API rate limits.

"A typical architecture involves Sage 200 and Dynamics NAV (on-premise or cloud-hosted) connected to a cloud-native iPaaS. The iPaaS contains connectors for each system, a visual workflow designer, a data transformation engine, a rules engine, a monitoring dashboard, and AI services. Data flows are event-driven where possible, with scheduled syncs for bulk operations."

Pricing

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

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

Data Entity Mapping

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

Customer

Synchronize customer master data, including contact information, payment terms, and credit limits, between both systems.

Sage 200 Fields

CustomerID CustomerAccountRef CustomerName AddressLine1 EmailAddress CreditLimit PaymentTerms

Microsoft Dynamics NAV Fields

No. Name Address Phone No. Credit Limit (AI-enhanced) Payment Terms Code Blocked (AI-suggested)

Mapping Notes

Requires careful mapping of address components and payment terms. AI in NAV can enrich profiles with churn scores and dynamic credit limits, which can be synced back to Sage 200 for a holistic view.

Next Steps

See Sage 200 + Microsoft Dynamics NAV 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.

Integration Steps:

Business Outcome

Frequency

Implementation Timeline

Go live with Sage 200 + Microsoft Dynamics NAV 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 NAV, 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 NAV 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 Customer master data synchronization
GET, POST, PUT /api/v1/salesorders Sales order creation and status updates
GET, PUT /api/v1/stockitems Product information and inventory level updates
GET, POST /api/v1/purchaseinvoices Purchase invoice creation
POST /api/v1/generalledger/journals General Ledger journal posting

⚡ Transformation Logic

  • Data Type Conversion: Automatically convert data types (e.g., string to numeric, date formats) between systems.
  • Field Concatenation/Splitting: Combine multiple source fields into one target field (e.g., first name + last name) or split single fields.
  • Lookup & Cross-Referencing: Use lookup tables to map disparate codes (e.g., payment terms, nominal accounts, tax codes) between Sage 200 and Dynamics NAV.
  • Conditional Logic: Apply rules based on data values (e.g., if customer type is 'wholesale', apply specific pricing).
  • Default Values: Assign default values for fields not present in the source system.
  • AI-Suggested Transformations: Leverage AI to infer and suggest complex transformation rules based on data patterns and historical integrations.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS queues requests and retries automatically.
  • Data Validation Failure: Invalid data is quarantined in a dead-letter queue for review, and alerts are triggered.
  • Network Connectivity Issues: Automatic retries with increasing delays.
  • Duplicate Record Creation: Deduplication logic prevents duplicates; AI helps identify and merge existing records.
  • Authentication Token Expiry: iPaaS automatically refreshes tokens or alerts for manual intervention if needed.
Pricing

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

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

▸ Why integrate Sage 200 with Microsoft Dynamics NAV?
Integrating Sage 200 and Dynamics NAV breaks down data silos, automates critical business processes like order-to-cash and purchase-to-pay, and provides a unified view of financial and operational data. This leads to increased efficiency, reduced errors, and better decision-making, leveraging the strengths of both powerful ERP systems.

Data & Entities FAQs

▸ What kind of data can be synchronized between Sage 200 and Dynamics NAV?
Key entities commonly synchronized include Customers, Suppliers, Stock Items/Products, Sales Orders, Purchase Orders, Invoices, Payments, and General Ledger Journal Entries. The integration ensures consistent master data and transactional records across both systems.

AI & Automation FAQs

▸ How does AI enhance the Sage 200 and Dynamics NAV integration?
AI significantly enhances the integration by providing features like intelligent field mapping suggestions, real-time anomaly detection in financial transactions, predictive analytics for inventory and demand forecasting, automated data validation, and smart error resolution, making the integration more robust and proactive.

Technical FAQs

▸ What is the typical integration approach for Sage 200 and Dynamics NAV?
The most effective approach is using a modern Integration Platform as a Service (iPaaS). It provides pre-built connectors, low-code visual mapping tools, and orchestration capabilities to manage data flow between Sage 200's APIs and Dynamics NAV's web services (OData/SOAP). This supports both real-time event-driven and scheduled batch synchronizations.

Customization FAQs

▸ Can I customize the integration to fit my unique business processes?
Absolutely. A modern iPaaS offers extensive customization options. You can visually design workflows, add conditional logic, define custom data transformations, map custom fields, and even incorporate external services without extensive coding, ensuring the integration perfectly aligns with your specific business rules.

Data Management FAQs

▸ How do you ensure data integrity and error handling during the integration?
Our solution employs a multi-tiered error handling strategy, including automatic retries with exponential backoff, dead-letter queues for failed messages, centralized logging, and real-time alerts. AI-driven validation proactively prevents erroneous data from entering either system, and configurable conflict resolution rules ensure data consistency.

Security & Compliance FAQs

▸ What are the security implications of integrating Sage 200 and Dynamics NAV?
Security is paramount. The integration adheres to industry best practices, including TLS 1.2+ encryption for data in transit, encryption at rest for sensitive data, OAuth 2.0/API key authentication with the principle of least privilege, IP whitelisting, and robust access controls. Compliance with GDPR, PCI DSS, and SOX is a core design principle.

Implementation & ROI FAQs

▸ How quickly can we implement this integration and see ROI?
Leveraging our iPaaS and pre-built accelerators, implementation can be significantly faster than traditional custom coding, often achieving measurable value and ROI within weeks. The low-code/no-code approach accelerates development and deployment cycles.
Implementation Timeline

Go live with Sage 200 + Microsoft Dynamics NAV 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 NAV, 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 NAV 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 NAV.

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 NAV 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