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Unify Sage 300 & Epicor Eclipse: Intelligent ERP Integration for Peak Performance

Break down data silos, automate financial & operational workflows, and gain real-time visibility across your Sage 300 and Epicor Eclipse environments with our AI-powered iPaaS.

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The Challenge

The Challenge of Disconnected ERPs: Sage 300 & Epicor Eclipse

Operating with Sage 300 and Epicor Eclipse as isolated systems creates significant operational friction. Manual data entry, disparate reporting, and delayed information flow hinder efficiency and decision-making, leading to increased costs and missed opportunities.

  • Data Silos & Inconsistency: Critical financial, inventory, and customer data is fragmented across two ERPs, leading to conflicting information and unreliable reports.
  • Manual Reconciliation & Errors: Significant time and resources are spent on manually reconciling data, increasing the risk of human error and compliance issues.
  • Delayed Business Insights: Lack of real-time data synchronization means decision-makers operate on outdated information, impacting strategic planning and responsiveness.
  • Inefficient Workflows: Core processes like order-to-cash, purchase-to-pay, and inventory management are slowed down by manual handoffs and duplicated efforts.
  • High Operational Costs: The overhead of managing two distinct systems, including manual data entry, reconciliation, and troubleshooting, inflates operating expenses.
  • Compliance & Audit Risks: Inconsistent data and manual processes make it challenging to maintain audit trails and adhere to regulatory compliance standards.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Sage 300 and Epicor Eclipse with an Intelligent iPaaS

Our integration solution bridges Sage 300 and Epicor Eclipse, creating a cohesive, automated ecosystem. Powered by a cutting-edge iPaaS, it orchestrates real-time data flow, automates complex workflows, and provides a unified view of your financial and operational data, transforming your enterprise efficiency.

  • Bidirectional Data Synchronization: Keep customer, vendor, item, sales order, purchase order, and financial data consistent across both ERPs.
  • Automated Workflow Orchestration: Design and execute multi-step workflows for order-to-cash, purchase-to-pay, inventory management, and financial consolidation.
  • Real-time Event-Driven Updates: Leverage webhooks and API polling to ensure immediate data synchronization upon changes in either Sage 300 or Epicor Eclipse.
  • Centralized Error Handling & Monitoring: Proactive detection, logging, and resolution of integration errors with automated alerts and intuitive dashboards.
  • AI-Assisted Data Mapping & Validation: Accelerate integration development with intelligent field mapping suggestions and proactive data quality checks.
Implementation Timeline

Go live with Sage 300 + Epicor Eclipse 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 Eclipse, 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 Eclipse 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: Keep customer, vendor, item, sales order, purchase order, and financial data consistent across both ERPs.
  • Automated Workflow Orchestration: Design and execute multi-step workflows for order-to-cash, purchase-to-pay, inventory management, and financial consolidation.
  • Real-time Event-Driven Updates: Leverage webhooks and API polling to ensure immediate data synchronization upon changes in either Sage 300 or Epicor Eclipse.
  • Centralized Error Handling & Monitoring: Proactive detection, logging, and resolution of integration errors with automated alerts and intuitive dashboards.
  • AI-Assisted Data Mapping & Validation: Accelerate integration development with intelligent field mapping suggestions and proactive data quality checks.
  • Scalable & Secure Architecture: Built on a robust iPaaS, ensuring high performance, fault tolerance, and adherence to enterprise-grade security standards (TLS 1.2+, OAuth 2.0).

Sage 300 & Epicor Eclipse Integration: Technical Overview

Our iPaaS acts as the intelligent orchestration layer, providing secure, scalable, and resilient connectivity between Sage 300 and Epicor Eclipse. It abstracts the complexities of each ERP's API, offering a unified low-code environment to design, deploy, and manage all integration flows.

Data Flow Steps

Secure Connection: Establish authenticated connections to Sage 300 and Epicor Eclipse APIs using dedicated service accounts and secure protocols.

Event Detection: Configure the iPaaS to detect relevant events (e.g., new sales order, inventory change) in either ERP via webhooks or efficient polling.

Data Extraction: Extract raw data from the source ERP's API endpoints (e.g., Epicor Eclipse /api/v1/orders, Sage 300 /api/AR/Customers).

Transformation & Harmonization: Apply AI-assisted data mapping, cleansing, and transformation rules to normalize data formats and ensure consistency between disparate schemas.

Validation & Business Logic: Enforce business rules and data validation specific to each ERP (e.g., credit limit checks for Sage 300 customers, UOM conversions for Epicor Eclipse items).

Data Ingestion: Ingest the transformed and validated data into the target ERP's API endpoints (e.g., Sage 300 /api/OE/SalesOrders, Epicor Eclipse /api/v1/inventory/{item_id}).

Error Handling & Monitoring: Log all transactions, manage retries for transient errors, and alert relevant teams for persistent issues via centralized dashboards.

Data Touchpoints

Sage 300: Customer (AR), Item (IC), Sales Order (OE), Purchase Order (PO), AP Invoice, AR Invoice, Payment, GL Entry, Shipment, Vendor.
Epicor Eclipse: Customer, Vendor, Item/Product, Sales Order, Purchase Order, Invoice (Sales/Vendor), Payment, Shipment, Inventory Transaction, General Ledger Entry.

"Data flows bidirectionally between Sage 300 and Epicor Eclipse, orchestrated by the iPaaS. Events originate in one system (e.g., new Sales Order in Epicor Eclipse), are captured by the iPaaS, transformed, and then posted as a corresponding entity (e.g., AR Invoice) in the other system (Sage 300). Master data like Customers and Items are synchronized in near real-time, ensuring consistency. All interactions are securely logged and monitored."

Pricing

Simple, transparent pricing for Sage 300 + Epicor Eclipse.

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 Eclipse

Our iPaaS provides a visual canvas for mapping key entities, ensuring data integrity and consistency across Sage 300 and Epicor Eclipse. AI-assisted mapping accelerates this process, while robust transformation logic handles any schema differences.

Customer

Represents a customer record, critical for sales, billing, and accounts receivable in both ERPs.

Sage 300 Fields

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

Epicor Eclipse Fields

CustomerID CustomerName Address ContactInfo CreditLimit TermsCode

Mapping Notes

CustomerID is the primary key for reconciliation. Address fields require careful mapping due to potential structural differences (e.g., single 'Address' field in Eclipse vs. multiple lines in Sage 300). TermsCode and CreditLimit are typically managed in the 'system of record' (often Sage 300 for AR).

Next Steps

See Sage 300 + Epicor Eclipse 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.

Unified Financial Close & Reporting

Consolidate all operational financial transactions from Epicor Eclipse into Sage 300's General Ledger for accurate, real-time consolidated financial statements and accelerated close processes.

Integration Steps:

  1. 0 Epicor Eclipse generates GL Journal Entries from sales, purchases, and inventory movements.
  2. 1 iPaaS monitors Epicor Eclipse for new GL entries (event-driven or scheduled).
  3. 2 GL entries are extracted, transformed (e.g., account mapping, currency conversion), and validated.
  4. 3 iPaaS posts reconciled GL Journal Entries to Sage 300's GL module.
  5. 4 Sage 300 provides consolidated financial reports.

Business Outcome

Reduced financial close time, improved accuracy of consolidated financial statements, enhanced auditability, and better strategic financial planning.

Frequency

Near real-time / Hourly

Business Value

Key Integration Benefits

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

Achieve Real-time Financial Consolidation
Synchronize General Ledger entries and financial data across Sage 300 and Epicor Eclipse to gain a unified, accurate financial picture in real-time. Accelerate month-end close cycles and improve reporting accuracy.
Automate End-to-End Workflows
Automate critical processes like Order-to-Cash (sales orders, invoicing, payments) and Purchase-to-Pay (requisitions, POs, AP invoices) between your ERPs, eliminating manual data entry and reducing operational bottlenecks.
Ensure Master Data Consistency
Maintain a single source of truth for customer, vendor, and item master data across Sage 300 and Epicor Eclipse, preventing data discrepancies and improving data quality enterprise-wide.
Optimize Inventory & Supply Chain
Achieve real-time inventory synchronization and streamline purchase order management between systems, leading to better stock control, reduced carrying costs, and improved fulfillment rates.
Boost Operational Efficiency with AI & Low-Code
Leverage AI for intelligent mapping, anomaly detection, and automated error resolution, combined with low-code tools for rapid workflow design, significantly boosting productivity and reducing IT burden.
Enhance Security & Compliance
Integrate with enterprise-grade security protocols (TLS 1.2+, OAuth 2.0, MFA) and maintain comprehensive audit trails, ensuring data protection and compliance with financial regulations like PCI DSS and GDPR.
✨

Achieve Real-time Financial Consolidation

80% Faster Financial Close

📋 What You Get

Synchronize General Ledger entries and financial data across Sage 300 and Epicor Eclipse to gain a unified, accurate financial picture in real-time. Accelerate month-end close cycles and improve reporting accuracy.

💼 Business Impact

This benefit directly contributes to 80% improvement in Faster Financial Close, 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, order processing, and AR updates. Used for bidirectional customer master data synchronization.
GET, POST, PUT /api/OE/SalesOrders Create new sales orders from external systems (e.g., Epicor Eclipse), retrieve order status, and update details for fulfillment.
GET, PUT /api/IC/Items Query product information, update inventory levels (QuantityOnHand), and synchronize pricing/descriptions with Epicor Eclipse.
GET, POST, PUT /api/AP/Invoices Create vendor invoices received from Epicor Eclipse procurement flows, retrieve invoice status, and manage AP transactions.
POST /api/GL/JournalEntries Post financial transactions originating from Epicor Eclipse or other sub-ledgers into the Sage 300 General Ledger for consolidation.
GET, POST, PUT /api/PO/PurchaseOrders Create purchase orders from requisitions, update PO status, or retrieve vendor commitments for supply chain integration.

⚡ Transformation Logic

  • Field Renaming/Restructuring: Mapping `ItemDescription` in Sage 300 to `ProductDescription` in Epicor Eclipse, or combining multiple address fields.
  • Data Type Conversion: Converting string fields to numeric, date formats, or boolean values as required by the target system.
  • Value Lookups: Translating picklist values (e.g., 'Open' status in Epicor Eclipse to 'Active' in Sage 300) using lookup tables.
  • Conditional Logic: Applying different mapping rules or transformations based on specific data values (e.g., if `CustomerType` is 'Wholesale', apply different pricing).
  • Data Aggregation/Splitting: Combining multiple line items into a summary or splitting a single field into multiple target fields.
  • Currency Conversion: Automating currency exchange rate application for multi-currency transactions.
  • GL Account Derivation: Dynamically determining the correct Sage 300 GL account based on Epicor Eclipse transaction details (e.g., item category, department, vendor).

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS automatically throttles and retries with exponential backoff.
  • Data Validation Failure: Invalid customer ID, missing required fields – message quarantined to dead-letter queue for correction.
  • Network Connectivity Issues: Automated retries, with alerts if persistent.
  • Duplicate Record Creation: Deduplication logic prevents this; if bypassed, AI flags potential duplicates for merging.
  • Schema Mismatch: Transformation errors due to unexpected data format – alerts trigger mapping review.
  • Authentication Failure: Alerts and automatic token refresh attempts.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why integrate Sage 300 and Epicor Eclipse?
Integrating Sage 300 and Epicor Eclipse eliminates data silos, automates manual processes, improves data accuracy, and provides a unified view of your financial and operational data. This leads to faster decision-making, reduced costs, and enhanced overall business efficiency.

Technical FAQs

▸ What is the best approach for Sage 300 and Epicor Eclipse integration?
The most effective way is through a modern Integration Platform as a Service (iPaaS). An iPaaS provides pre-built connectors, low-code/no-code tools, AI-assisted mapping, and robust orchestration capabilities to securely connect both ERPs, enabling real-time, event-driven data synchronization.

Data Sync FAQs

▸ Can I synchronize customer and vendor master data bidirectionally?
Yes, our solution supports robust bidirectional synchronization of customer and vendor master data. The iPaaS applies defined master data rules, deduplication logic, and conflict resolution strategies to ensure a single, consistent view of your key entities across both Sage 300 and Epicor Eclipse.
▸ Is real-time inventory synchronization possible between Sage 300 and Epicor Eclipse?
Yes, our integration supports real-time or near real-time inventory synchronization. By leveraging event-driven triggers (webhooks or frequent polling), changes in inventory levels (e.g., from sales fulfillment in Epicor Eclipse or purchase receipts in Sage 300) are immediately reflected in the other system, preventing overselling and optimizing stock management.

AI Features FAQs

▸ How does AI enhance Sage 300 and Epicor Eclipse integration workflows?
AI augments workflows by providing intelligent field mapping suggestions, detecting anomalies in transactions, automating GL account coding, smart routing of exceptions, and even predicting inventory needs. This drastically reduces manual effort, improves data quality, and makes your ERP operations more resilient and efficient.

Challenges FAQs

▸ What are the common challenges when integrating two ERPs like Sage 300 and Epicor Eclipse?
Common challenges include reconciling disparate data structures, managing multiple integration points, ensuring real-time data consistency, handling custom fields, and scaling with business growth. Our iPaaS addresses these by centralizing management, offering flexible mapping, and providing a scalable, resilient architecture.

Security FAQs

▸ How do you handle data security and compliance for financial integrations?
We prioritize enterprise-grade security. This includes enforcing TLS 1.2+ encryption for data in transit, AES-256 encryption at rest, OAuth 2.0/API key authentication with least privilege, IP whitelisting, and strict audit trails. We adhere to standards like ISO 27001, SOC 2, and PCI DSS for sensitive financial and PII data.

Low-Code FAQs

▸ Can I customize integration workflows without extensive coding?
Absolutely. Our modern iPaaS offers low-code/no-code visual designers that allow business users and citizen integrators to build, modify, and deploy sophisticated, multi-step workflows across Sage 300 and Epicor Eclipse using drag-and-drop interfaces. This significantly reduces the need for extensive custom development and empowers your teams.
Pricing

Simple, transparent pricing for Sage 300 + Epicor Eclipse.

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 Eclipse 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