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Unify Sage 300 & Epicor Kinetic: Power Your Enterprise with Intelligent Automation

Break down ERP silos. Achieve real-time visibility, streamline operations, and boost efficiency with our AI-powered iPaaS integration solution for Sage 300 and Epicor Kinetic.

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The Challenge

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

Operating with Sage 300 and Epicor Kinetic as separate, siloed systems introduces significant inefficiencies and risks. Manual data transfer, inconsistent records, and delayed insights hinder agility and prevent a holistic view of your business.

  • Data entry duplication leads to errors and wasted time.
  • Lack of real-time visibility impedes strategic decision-making.
  • Disjointed workflows create bottlenecks in critical processes.
  • Inconsistent customer, vendor, and product data across systems.
  • Compliance risks due to fragmented audit trails and reporting.
  • High operational costs from manual reconciliation and exception handling.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent Integration for Sage 300 & Epicor Kinetic

Our iPaaS solution bridges the gap between Sage 300 and Epicor Kinetic, creating a harmonized ecosystem where data flows freely and workflows are intelligently automated. Leveraging low-code development and AI-powered capabilities, we transform your disconnected ERPs into a single, cohesive operational backbone.

  • Bi-directional data synchronization for core ERP entities.
  • Pre-built connectors for Sage 300 and Epicor Kinetic APIs.
  • Visual, drag-and-drop workflow designer for complex automations.
  • AI-assisted data mapping, validation, and anomaly detection.
  • Real-time event-driven architecture for instant data updates.
Implementation Timeline

Go live with Sage 300 + Epicor Kinetic 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 Kinetic, 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 Kinetic 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 core ERP entities.
  • Pre-built connectors for Sage 300 and Epicor Kinetic APIs.
  • Visual, drag-and-drop workflow designer for complex automations.
  • AI-assisted data mapping, validation, and anomaly detection.
  • Real-time event-driven architecture for instant data updates.
  • Robust error handling, retry mechanisms, and alert notifications.
  • Centralized monitoring and governance dashboards.
  • Scalable and secure cloud-native integration platform.

Technical Integration Details: Sage 300 & Epicor Kinetic Connectivity

Our iPaaS acts as the intelligent orchestration layer, connecting Sage 300 and Epicor Kinetic through their respective APIs. This enables secure, scalable, and resilient data exchange, ensuring operational continuity and data integrity.

Data Flow Steps

Authentication & Authorization: Securely connect to both ERPs using OAuth 2.0 (Epicor Kinetic) and token-based/service account authentication (Sage 300, often via a wrapper API or direct SDK access).

Event Detection: Utilize Epicor Kinetic's native event-driven capabilities (webhooks, event streams) and iPaaS polling or custom triggers for Sage 300 to detect data changes (e.g., new Sales Order, inventory update).

Data Extraction: Extract relevant data from the source ERP via optimized API calls, requesting only necessary fields.

Transformation & Mapping: Data is ingested into the iPaaS, where visual mapping tools and AI-assisted engines transform it into a canonical format, aligning schemas from Sage 300 and Epicor Kinetic.

Validation: Apply business rules and AI-driven validation to ensure data quality and integrity before insertion into the target ERP.

Insertion/Update: Transformed and validated data is then pushed to the target ERP's APIs (e.g., creating a Customer in Sage 300, updating an Item in Epicor Kinetic).

Error Handling & Monitoring: Robust error handling, automated retries, dead-letter queues, and centralized monitoring ensure reliable data flow and quick issue resolution.

Data Touchpoints

Customer Master Data
Vendor Master Data
Product/Item Catalog
Inventory Levels
Sales Orders & Line Items
Purchase Orders & Line Items
Accounts Receivable Invoices
Accounts Payable Invoices
General Ledger Journal Entries
Shipment Records
Production Orders (Jobs)

"iPaaS as Central Hub: Source System (Sage 300/Epicor Kinetic) -> Event Trigger/Polling -> iPaaS (Extract, Transform, Validate, Map) -> Target System (Epicor Kinetic/Sage 300) -> API Call -> Acknowledge/Error Handling. Bidirectional flow for shared entities."

Pricing

Simple, transparent pricing for Sage 300 + Epicor Kinetic.

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 between Sage 300 and Epicor Kinetic

Our iPaaS provides sophisticated tools and AI assistance to map and synchronize core business entities, ensuring data consistency and integrity across Sage 300 and Epicor Kinetic. Below are common entities and their mapping considerations.

Customer

Represents a buyer in both ERPs. Critical for sales, invoicing, and CRM synchronization.

Sage 300 Fields

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

Epicor Kinetic Fields

CustNum (PK) CustID (Unique ID) Name Address ContactName PhoneNum EmailAddress CreditLimit

Mapping Notes

Map Sage 300 CustomerID to Epicor Kinetic CustID or a custom external ID field for cross-system lookup. Harmonize address formats and ensure consistent credit limit management. Consider a master data management (MDM) strategy if customer creation originates from multiple sources.

Next Steps

See Sage 300 + Epicor Kinetic 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 Automation

Orchestrate the entire sales order lifecycle, from capturing new orders in an eCommerce platform, creating Sales Orders in Sage 300 or Epicor Kinetic, to updating inventory and generating AR Invoices.

Integration Steps:

  1. 0 Customer places order on eCommerce.
  2. 1 iPaaS captures order, validates customer (syncs if new: eCommerce Customer -> Epicor Kinetic Customer -> Sage 300 Customer).
  3. 2 Order transformed and created as Sales Order (Epicor Kinetic Sales Order -> Sage 300 Sales Order or vice versa, based on business logic).
  4. 3 Inventory levels updated real-time (Epicor Part -> Sage 300 Item or vice versa).
  5. 4 Shipment details (tracking number) from ERP (e.g., Epicor Ship Head) synced back to eCommerce.
  6. 5 AR Invoice generated in the accounting ERP (Sage 300 AR Invoice or Epicor AR Invoice) and payment status updated.

Business Outcome

Faster order processing, prevention of overselling, accurate inventory, improved customer satisfaction, and accelerated revenue recognition.

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 Operational Visibility
Gain an immediate, unified view of your financial, sales, inventory, and production data across Sage 300 and Epicor Kinetic, enabling faster, more informed decision-making.
Boosted Automation & Efficiency
Automate manual data entry and multi-step workflows like Order-to-Cash and Procure-to-Pay, freeing up staff and accelerating critical business processes.
Enhanced Data Accuracy & Quality
Eliminate data silos and manual errors with automated validation, harmonization, and AI-driven anomaly detection, ensuring consistent and reliable data across both ERPs.
Accelerated Time-to-Value
Leverage low-code tools and pre-built components to rapidly deploy new integrations and adapt existing ones, significantly reducing project timelines and IT backlog.
Scalability & Future-Proofing
Build integrations that scale with your business growth and easily adapt to new system requirements or third-party applications, ensuring long-term flexibility.
Improved Compliance & Security
Maintain robust security protocols, data encryption, and comprehensive audit trails, ensuring compliance with industry regulations and protecting sensitive financial data.
✨

Real-time Operational Visibility

30% Reduction in decision latency

📋 What You Get

Gain an immediate, unified view of your financial, sales, inventory, and production data across Sage 300 and Epicor Kinetic, enabling faster, more informed decision-making.

💼 Business Impact

This benefit directly contributes to 30% improvement in Reduction in decision latency, 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, and billing. Used for creating new customers or updating existing ones.
GET, POST, PUT /api/OE/SalesOrders Create sales orders from external systems, retrieve status, or update details for fulfillment.
GET, PUT /api/IC/Items Query product info, update inventory levels, sync pricing/descriptions. Critical for eCommerce product catalogs.
GET, POST, PUT /api/AP/Invoices Create vendor invoices from procurement systems, retrieve status, or manage AP transactions.
POST /api/GL/JournalEntries Post financial transactions from payroll, banking, or other sub-ledgers into the General Ledger.
GET, POST, PUT /api/PO/PurchaseOrders Create purchase orders from requisitions, update PO status, or retrieve vendor commitments.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1, 1:Many, Many:1 field mappings.
  • Data Type Conversion: Automatic conversion between string, integer, date formats.
  • Conditional Logic: Apply transformations based on specific data values (e.g., if 'CustomerType' is 'Wholesale', set 'TermsCode' to 'Net60').
  • Lookup Tables: Translate codes or IDs (e.g., Sage 300 'Category' to Epicor Kinetic 'TypeCode').
  • Concatenation/Splitting: Combine multiple source fields into one target field or vice versa (e.g., 'FirstName' + 'LastName' -> 'ContactName').
  • Default Values: Assign default values for missing non-critical fields.
  • Unit of Measure Conversion: Convert between different UOMs if necessary (e.g., 'Box' to 'Eaches').

🛡️ Error Handling

  • API rate limit exceeded (handled by queuing, retries).
  • Data validation failure (moved to dead-letter queue, alerts).
  • Network connectivity issues (handled by retries, circuit breakers).
  • Invalid credentials (alerts, secure credential rotation).
  • Schema mismatch (alerts, configuration update via low-code).
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ What is the best way to integrate Sage 300 with Epicor Kinetic?
The most effective way is through a modern Integration Platform as a Service (iPaaS). An iPaaS provides pre-built connectors, low-code mapping tools, and orchestration capabilities to securely connect both Sage 300 and Epicor Kinetic, leveraging their respective APIs for real-time or near real-time data synchronization.

Workflow Automation FAQs

▸ Can I automate complex workflows involving both Sage 300 and Epicor Kinetic without extensive custom coding?
Yes, absolutely. Modern iPaaS platforms offer low-code/no-code visual designers that allow you to build sophisticated, multi-step workflows across Sage 300 and Epicor Kinetic using drag-and-drop interfaces, significantly reducing the need for extensive custom development and empowering business users.

Data Mapping FAQs

▸ How does an iPaaS handle custom fields in both Sage 300 and Epicor Kinetic during integration?
An iPaaS can typically discover and map custom fields in both Sage 300 and Epicor Kinetic just like standard fields. You would define the mapping rules within the iPaaS to ensure data from external systems populates these custom fields correctly, or vice versa, ensuring full data fidelity across both ERPs.

Technical Capabilities FAQs

▸ Is Sage 300 compatible with event-driven architecture, especially when integrating with Epicor Kinetic's native eventing?
While Epicor Kinetic is natively designed for event-driven capabilities, Sage 300 typically requires an iPaaS to act as an event listener or broker. The iPaaS can poll Sage 300 for changes at frequent intervals (near real-time) or use custom triggers/SDK extensions to detect events, then publish these as events for Epicor Kinetic or other systems to consume, effectively enabling event-driven patterns.

AI Enhancement FAQs

▸ How can AI augment my Sage 300 and Epicor Kinetic integration workflows?
AI can significantly enhance workflows by providing intelligent data validation, anomaly detection in transactions, automated GL account mapping suggestions, smart routing of exceptions, and predictive insights. This reduces manual effort, improves data quality, and makes your combined ERP operations more resilient and efficient.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Sage 300 and Epicor Kinetic, and how are they addressed?
Common challenges include synchronizing master data (customers, vendors, items), managing varying API rate limits, handling data transformations between different schemas, and ensuring robust error handling. A robust iPaaS with pre-built connectors addresses these by providing centralized data harmonization, intelligent rate limit management, visual mapping tools, and comprehensive error resolution strategies.

Security & Compliance FAQs

▸ How do I ensure data security and compliance when integrating financial data between Sage 300 and Epicor Kinetic?
Prioritize secure authentication (e.g., OAuth 2.0, service accounts with MFA, token rotation), encrypt all data in transit (TLS 1.2+) and at rest, implement IP whitelisting, and choose an iPaaS vendor with strong security certifications (e.g., ISO 27001, SOC 2). Regularly audit integration logs and user access to ensure compliance with regulations like GDPR or PCI DSS.

iPaaS Benefits FAQs

▸ What are the benefits of reusable integration components for Sage 300 and Epicor Kinetic?
Reusable components (e.g., a 'Create Customer' module or 'Update Inventory' module) within an iPaaS promote consistency, reduce development time, minimize errors, and simplify maintenance. They ensure that common interactions with Sage 300 and Epicor Kinetic APIs are handled uniformly across all your integrations, fostering modularity and efficiency.
Pricing

Simple, transparent pricing for Sage 300 + Epicor Kinetic.

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 Kinetic 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