Integration Hero
Connect™

Unify Your ERPs: Seamless Sage 300 & Epicor E10 Integration

Break down data silos, automate complex workflows, and gain a single source of truth across your Sage 300 and Epicor E10 systems with our intelligent iPaaS solution.

Get Pricing

See how it works
The Challenge

The Challenge of Disconnected ERPs: Why Sage 300 & Epicor E10 Need to Talk

Running Sage 300 and Epicor E10 in parallel, whether due to mergers, specialized departmental needs, or historical decisions, often leads to operational inefficiencies. Manual data transfers, reconciliation nightmares, and delayed insights are common symptoms of disconnected systems.

  • Data Silos & Inconsistency: Critical business data (customers, vendors, inventory, financial transactions) is trapped in separate systems, leading to conflicting information and unreliable reporting.
  • Manual Data Entry & Errors: Finance and operations teams spend countless hours manually entering and re-entering data between Sage 300 and Epicor E10, increasing human error rates and operational costs.
  • Delayed Business Processes: Workflows like order-to-cash or procure-to-pay are slow and fragmented, impacting customer satisfaction, supplier relationships, and overall business agility.
  • Lack of Real-time Visibility: Without synchronized data, it's impossible to get an accurate, real-time view of inventory levels, financial health, or manufacturing progress, hindering strategic decision-making.
  • Compliance & Audit Risks: Inconsistent data and lack of clear audit trails across systems can lead to compliance violations and challenges during financial audits.
Integration Diagram
Solution Illustration
The Solution

The Unified ERP Solution: Intelligent Integration for Sage 300 & Epicor E10

Our iPaaS-powered integration solution seamlessly connects Sage 300 and Epicor E10, creating a harmonized ecosystem where data flows freely and intelligently. We leverage an API-first, event-driven architecture to automate your most critical business processes, providing real-time visibility and eliminating manual bottlenecks.

  • Pre-built, customizable connectors for Sage 300 and Epicor E10
  • Drag-and-drop visual workflow designer for low-code automation
  • AI-assisted data mapping and transformation engine
  • Real-time event-driven synchronization and scheduled batch processing
  • Centralized monitoring, error handling, and alerting dashboards
Implementation Timeline

Go live with Sage 300 + Epicor E10 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 300 and Epicor E10, 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 300 + Epicor E10 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, customizable connectors for Sage 300 and Epicor E10
  • Drag-and-drop visual workflow designer for low-code automation
  • AI-assisted data mapping and transformation engine
  • Real-time event-driven synchronization and scheduled batch processing
  • Centralized monitoring, error handling, and alerting dashboards
  • Robust security, governance, and compliance features
  • Scalable architecture designed for enterprise-level performance

Sage 300 & Epicor E10: Technical Integration Details

Our iPaaS solution provides a robust, secure, and scalable framework for connecting Sage 300 and Epicor E10. It leverages the best available API capabilities from both systems, orchestrated through a flexible low-code platform to ensure reliable data exchange and workflow automation.

Data Flow Steps

Connection Setup: Establish secure API connections to Sage 300 and Epicor E10 using dedicated service accounts, API keys, and OAuth 2.0 (where applicable), ensuring least privilege.

Event & Trigger Configuration: Define event listeners (webhooks from Epicor BPMs, change data capture, scheduled polling of Sage 300) to initiate integration flows.

Data Extraction: Extract relevant data entities from the source system (e.g., new Sales Order, updated Inventory, approved AP Invoice).

Canonical Data Transformation: Map extracted data to a standardized, canonical format within the iPaaS, harmonizing differences in schema and terminology.

Business Logic & Validation: Apply transformation rules, conditional logic, and AI-driven data validation to ensure data quality and adherence to business requirements.

Data Loading: Push the transformed and validated data to the target system via its respective APIs (e.g., create Epicor E10 Purchase Order from Sage 300 Sales Order).

Error Handling & Notification: Implement comprehensive error handling with automated retries, dead-letter queues, and real-time alerts for critical failures.

Status Updates & Reconciliation: Update original records with cross-reference IDs and statuses, and provide reconciliation reports for end-to-end traceability.

Data Touchpoints

Sage 300 Customer (AR Customer) <=> Epicor E10 Customer
Sage 300 Vendor (AP Vendor) <=> Epicor E10 Vendor
Sage 300 Item (IC Item) <=> Epicor E10 Part/Product
Sage 300 Sales Order (OE Sales Order) <=> Epicor E10 Sales Order / Purchase Order
Sage 300 Purchase Order (PO Purchase Order) <=> Epicor E10 Purchase Order (PO)
Sage 300 AP Invoice (AP Vendor Invoice) <=> Epicor E10 AP Invoice
Sage 300 AR Invoice (AR Customer Invoice) <=> Epicor E10 AR Invoice (for intercompany)
Sage 300 General Ledger Entry (GL Journal Entry) <=> Epicor E10 GL Account / Journal Entries
Sage 300 Shipment (IC Shipment) <=> Epicor E10 Shipment (ShipHead / ShipDtl)
Epicor E10 Inventory (PartQty / PartBin) <=> Sage 300 Item (IC Item) QuantityOnHand

"Data flow typically begins with a trigger event in one ERP (e.g., Sage 300 Sales Order creation or Epicor E10 Production Job completion). This event is captured by the iPaaS, which then extracts relevant data, transforms it to a canonical model, applies business rules and AI validation, and pushes the harmonized data to the other ERP (e.g., Epicor E10 Purchase Order creation or Sage 300 GL Journal Entry). Status updates and reconciliation data flow back, ensuring bi-directional consistency."

Pricing

Simple, transparent pricing for Sage 300 + Epicor E10.

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 300

Integrating Sage 300 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 300 and Epicor E10

Seamless data flow between Sage 300 and Epicor E10 relies on precise mapping of core business entities. Our iPaaS provides a visual canvas for defining these mappings, enhanced by AI to accelerate the process and ensure data integrity.

Customer

Represents a buying entity. In Sage 300, it's an 'AR Customer' for sales and billing. In Epicor E10, it's a 'Customer' linked to sales, shipments, and AR.

Sage 300 Fields

CustomerID CustomerName AddressLine1 City State/Province Zip/PostalCode Country ContactName Email Phone TermsCode CreditLimit CustomerType

Epicor E10 Fields

CustNum (Epicor ID) CustID (External/User-defined ID) Name Address1 City State Zip Country PhoneNum EmailAddress TermsCode SalespersonCode

Mapping Notes

Critical for sales and AR. Map Sage 300 CustomerID to Epicor E10 CustID (or a custom field) for cross-referencing. Ensure consistent mapping of address fields and 'TermsCode' (requires lookup against master data in both systems).

Next Steps

See Sage 300 + Epicor E10 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.

Intercompany Order Fulfillment

A holding company uses Sage 300 for its sales and AR, while a subsidiary uses Epicor E10 for manufacturing and inventory management. This integration automates the process when Sage 300 receives a customer order that needs to be fulfilled by the Epicor E10 subsidiary.

Integration Steps:

  1. 0 Customer places order in Sage 300 (OE Sales Order).
  2. 1 iPaaS triggers when Sage 300 Sales Order is approved.
  3. 2 iPaaS transforms Sage 300 Sales Order data into an Epicor E10 Purchase Order (PO).
  4. 3 Epicor E10 processes the PO, allocates inventory, and initiates manufacturing (Job) if needed.
  5. 4 Upon Epicor E10 Shipment (PackNum), iPaaS updates Sage 300 Sales Order status and creates a Sage 300 AR Invoice for the customer.
  6. 5 Simultaneously, an Epicor E10 AP Invoice is created for the intercompany transaction, linked to the Sage 300 AR Invoice.

Business Outcome

Automated intercompany billing and fulfillment, reducing manual order entry, accelerating delivery times, and ensuring accurate financial reconciliation between entities.

Frequency

Real-time / Near Real-time

Business Value

Key Integration Benefits

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

Accelerated Financial Close
Automate GL entry posting and financial data consolidation from Epicor E10 to Sage 300, drastically reducing manual reconciliation and speeding up month-end close processes.
Enhanced Data Accuracy
Eliminate manual data entry errors and ensure consistent customer, vendor, and item master data across both ERPs with AI-driven validation and harmonization.
Streamlined Operations
Automate critical workflows like intercompany order-to-cash and procure-to-pay, improving efficiency and reducing processing times across your supply chain and finance departments.
Real-time Business Visibility
Gain a unified, real-time view of inventory levels, sales orders, purchase orders, and financial data across both Sage 300 and Epicor E10 for informed decision-making.
Reduced IT Burden & Cost
Leverage low-code/no-code tools to empower business users, minimizing reliance on custom coding and specialized IT resources for integration development and maintenance.
Improved Compliance & Audit Readiness
Maintain comprehensive audit trails, ensure data consistency, and adhere to regulatory standards with secure, traceable, and validated integration flows.
✨

Accelerated Financial Close

30% Faster Close Cycles

📋 What You Get

Automate GL entry posting and financial data consolidation from Epicor E10 to Sage 300, drastically reducing manual reconciliation and speeding up month-end close processes.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Close Cycles, 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
GET, POST, PUT /api/AR/Customers Manage customer records for CRM sync, eCommerce order processing, or billing updates. Supports creation, retrieval, and updates.
GET, POST, PUT /api/OE/SalesOrders Handle sales order lifecycle: create new orders from external systems, retrieve status, or update details for fulfillment. Crucial for order-to-cash.
GET, PUT /api/IC/Items Query product information, update inventory levels, or synchronize pricing and product descriptions. Essential for inventory management and product catalog sync.
GET, POST, PUT /api/AP/Invoices Process vendor invoices: create from procurement systems, retrieve status, or manage AP transactions. Supports procure-to-pay.
POST /api/GL/JournalEntries Post financial transactions from various sub-ledgers (payroll, banking) or other ERPs (like Epicor E10) into the General Ledger for consolidation.
GET, POST, PUT /api/PO/PurchaseOrders Manage purchase orders: create from requisitions, update status, or retrieve vendor commitments. Supports procurement workflows.

⚡ Transformation Logic

  • Field Mapping: Direct mapping of fields (e.g., Sage 300 CustomerName to Epicor E10 Name).
  • Data Type Conversion: Convert data types (e.g., string to integer, date formats).
  • Lookup & Translation: Translate codes (e.g., Sage 300 TermsCode to Epicor E10 TermsCode) using lookup tables or external services.
  • Concatenation/Splitting: Combine multiple source fields into one target field or split one source field into multiple targets (e.g., full address to Address1, City, State).
  • Conditional Logic: Apply transformations only if certain conditions are met (e.g., apply discount if CustomerType is 'Wholesale').
  • Default Values: Assign default values if a source field is null or empty.
  • Calculations: Perform arithmetic or logical calculations on data (e.g., calculate total amount, apply tax rules).
  • Custom Scripting: For highly complex transformations, low-code platforms allow embedded custom scripting (e.g., JavaScript, Python).

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS automatically retries with backoff or queues requests.
  • Data Validation Failure: Message routed to DLQ, and alert sent for manual correction.
  • Network Connectivity Issues: Automated retries with increasing delays.
  • Duplicate Record Creation: Idempotent design prevents duplicates; if not, alerts are sent for manual merge.
  • Missing Master Data: Alerts sent, and flow might pause until dependent master data (e.g., Customer, Item) is created/synced.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why would an organization integrate Sage 300 and Epicor E10 instead of using a single ERP?
Organizations often integrate Sage 300 and Epicor E10 due to mergers, acquisitions, or specialized departmental needs. For instance, one entity might use Epicor E10 for its robust manufacturing and supply chain capabilities, while another (or the parent company) relies on Sage 300 for core financial management and reporting. Integration allows them to leverage the strengths of both systems without a costly, disruptive full-scale migration.

Technical FAQs

▸ What is the primary method for connecting to Sage 300 and Epicor E10 APIs?
Our iPaaS primarily leverages Sage 300's native APIs and, for Epicor E10, its modern RESTful APIs exposed via the Epicor Internet Component Environment (ICE) framework. These APIs provide secure and efficient access to business objects and methods. For Sage 300, in scenarios where native APIs are limited, our solution can also utilize SDKs or secure middleware wrappers to ensure comprehensive connectivity.
▸ How do you handle errors and ensure data consistency in case of integration failures?
Our iPaaS provides robust error handling. This includes automated retry mechanisms with exponential backoff for transient errors, dead-letter queues (DLQs) for persistent failures, and real-time alerts to notify relevant teams. We design for idempotency where possible, ensuring that operations can be safely re-processed without creating duplicates, thus maintaining data consistency.

Customization FAQs

▸ How does your iPaaS handle custom fields in both Sage 300 and Epicor E10?
Our iPaaS is designed to automatically discover and map custom fields in both Sage 300 and Epicor E10. During the integration setup, these custom fields appear alongside standard fields in our visual mapping canvas, allowing you to define precise transformation rules and ensure all your unique business data flows correctly between systems.

Use Cases FAQs

▸ Can I automate intercompany transactions between Sage 300 and Epicor E10?
Absolutely. A key benefit of this integration is automating intercompany transactions. For example, a sales order in Sage 300 for an internal customer can automatically create a purchase order in Epicor E10 for the supplying entity. This streamlines billing, fulfillment, and financial reconciliation between your different business units.
▸ Can this integration support real-time inventory synchronization between Epicor E10 and Sage 300?
Yes, real-time or near real-time inventory synchronization is a critical capability. By leveraging Epicor E10's BPMs to trigger events on inventory changes (e.g., receipts, shipments, production completions) and using efficient Sage 300 API updates, our iPaaS ensures accurate stock levels are reflected across both systems, preventing overselling and optimizing fulfillment.

AI Features FAQs

▸ How does AI enhance the Sage 300 and Epicor E10 integration process?
AI significantly augments integration by offering features like AI-assisted mapping suggestions, intelligent data validation to prevent errors, automated GL account coding for financial transactions, and proactive anomaly detection in data flows. This leads to faster development, higher data quality, and more resilient integrations.

Security FAQs

▸ What are the security considerations for integrating two ERP systems like these?
Security is paramount. Our solution adheres to best practices: using dedicated service accounts with least privilege, enforcing OAuth 2.0 or token-based authentication, encrypting all data in transit (TLS 1.2+) and at rest, implementing IP whitelisting, and maintaining comprehensive audit trails. We also ensure compliance with relevant standards like SOC 2 and GDPR.
Pricing

Simple, transparent pricing for Sage 300 + Epicor E10.

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 300 + Epicor E10 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