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Unify Finance & Operations: Seamless Sage 50 & Epicor E10 Integration

Bridge the gap between your core accounting and advanced operational ERP. Automate workflows, synchronize critical data, and drive efficiency with an AI-powered iPaaS.

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The Challenge

The Disconnect Between Your Financial & Operational Hubs

Running Sage 50 for robust accounting alongside Epicor E10 for complex operational processes like manufacturing and supply chain management can lead to significant data silos and operational inefficiencies. Manual data transfers, reconciliation efforts, and delayed reporting hinder agility and decision-making.

  • Duplicate data entry across Sage 50 and Epicor E10.
  • Inconsistent customer, vendor, and product master data.
  • Delayed financial reporting due to manual data aggregation.
  • Lack of real-time inventory visibility impacting sales and production.
  • High risk of human error in financial and operational transactions.
  • Inefficient procure-to-pay and order-to-cash cycles.
  • Limited scalability for growing business operations.
Integration Diagram
Solution Illustration
The Solution

Harmonize Sage 50 & Epicor E10 with Intelligent iPaaS Integration

Our powerful iPaaS solution provides a seamless, intelligent connection between Sage 50 and Epicor E10, transforming your disparate ERP systems into a unified, high-performance ecosystem. We enable automated, real-time data flow for critical business processes, leveraging low-code agility and AI-powered intelligence.

  • Bi-directional Master Data Synchronization (Customers, Vendors, Items/Parts).
  • Automated Transaction Flow for Sales Orders, Purchase Orders, Invoices, and Payments.
  • Real-time Inventory Level Synchronization from Epicor E10 to Sage 50.
  • General Ledger Transaction Posting and Reconciliation.
  • Customizable Workflow Automation with conditional logic.
Implementation Timeline

Go live with Sage 50 + 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 50 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 50 + 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

  • Bi-directional Master Data Synchronization (Customers, Vendors, Items/Parts).
  • Automated Transaction Flow for Sales Orders, Purchase Orders, Invoices, and Payments.
  • Real-time Inventory Level Synchronization from Epicor E10 to Sage 50.
  • General Ledger Transaction Posting and Reconciliation.
  • Customizable Workflow Automation with conditional logic.
  • Robust Error Handling and Alerting mechanisms.
  • Comprehensive Monitoring and Analytics Dashboards.

Sage 50 & Epicor E10 Integration Details & Architecture

Our iPaaS solution provides a robust, flexible, and secure framework for integrating Sage 50 and Epicor E10. It leverages the strengths of both systems, abstracting complexities and providing a unified data flow.

Data Flow Steps

Connectors: Utilize pre-built, optimized connectors for Sage 50 (via secure local agent for desktop versions or direct API for cloud) and Epicor E10 (via RESTful APIs exposed through ICE).

Triggers & Events: Configure event-driven triggers in Epicor E10 (e.g., BPMs on Sales Order creation, AP Invoice approval) or scheduled polling for Sage 50 to initiate data flows.

Data Extraction: Securely extract relevant data entities from the source system (e.g., Epicor E10 `SalesOrder` or Sage 50 `Customer`).

Data Transformation & Mapping: Canonical data model is applied. Data is transformed to match the target system's schema, including field mapping, data type conversions, and conditional logic.

Validation: Implement robust data validation rules to ensure data integrity and prevent erroneous entries into either Sage 50 or Epicor E10.

Data Loading: Load the transformed and validated data into the target system via its respective API endpoint or SDK.

Error Handling & Monitoring: Implement intelligent retry mechanisms, dead-letter queues, and real-time alerts for any integration failures.

Logging & Audit Trails: Maintain comprehensive logs of all transactions for traceability, compliance, and troubleshooting.

Data Touchpoints

Epicor E10: Customer, Sales Order, Part/Product, Inventory (PartQty), Purchase Order, Vendor, AP Invoice, Shipment, GL Account, Job.
Sage 50: Customer, Vendor, Item/Product, Sales Order, Purchase Order, Sales Invoice, Purchase Invoice, Payment/Receipt, General Ledger Account, Journal Entry.

"A simplified flow diagram shows Epicor E10 (Source) -> iPaaS (Transform, Validate, Orchestrate) -> Sage 50 (Target) for financial postings, and Epicor E10 (Master) <-> iPaaS <-> Sage 50 (Slave) for master data sync. The iPaaS acts as a central hub for all data transformations and workflow orchestrations."

Pricing

Simple, transparent pricing for Sage 50 + 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 50

Integrating Sage 50 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 50 and Epicor E10

Our iPaaS provides robust, AI-assisted tools for mapping complex data structures between Sage 50 and Epicor E10 entities, ensuring accuracy and consistency across your ERP landscape.

Customer

Synchronizes customer master data, ensuring consistent billing, shipping, and contact information for sales and AR processes.

Sage 50 Fields

CustomerID CompanyName ContactName BillingAddress Email Phone CreditLimit Terms SalesTaxCode

Epicor E10 Fields

CustNum CustID Name Address1 City State Zip Country PhoneNum EmailAddress TermsCode SalespersonCode

Mapping Notes

Epicor E10 `CustNum` is the internal ID, `CustID` is user-defined. Sage 50 `CustomerID` is unique. Mapping requires careful handling of `TermsCode` and `SalesTaxCode` lookups. Multiple shipping addresses from Epicor E10 need to be mapped to Sage 50's structure or managed via custom fields.

Next Steps

See Sage 50 + 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.

E-commerce Order-to-Cash Automation (Epicor E10 Master)

Automate the entire sales order lifecycle where Epicor E10 acts as the primary operational ERP for order fulfillment, and Sage 50 receives financial postings for accounting.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Order data (Sales Order, Customer) is ingested by iPaaS and created in Epicor E10 via `/api/v1/Ice.BO.SalesOrderSvc/SalesOrders`.
  3. 2 Inventory levels in Epicor E10 (`/api/v1/Ice.BO.PartQtySvc/PartQtys`) are updated and synchronized back to eCommerce.
  4. 3 Upon shipment from Epicor E10, an AR Invoice is generated.
  5. 4 iPaaS transforms Epicor E10 AR Invoice data and creates a Sales Invoice in Sage 50 via `/api/v1/invoices`.
  6. 5 Customer Payments received in Sage 50 via `/api/v1/payments` are reconciled against the Sales Invoice.

Business Outcome

Real-time inventory accuracy, faster order processing, improved cash flow, accurate AR in Sage 50.

Frequency

Real-time (event-driven)

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 invoices, payments, and journal entries between Epicor E10 and Sage 50, reducing manual data entry and reconciliation efforts.
Real-time Operational Visibility
Synchronize inventory levels, sales orders, and customer data, providing a unified view across your manufacturing, supply chain (Epicor E10) and accounting (Sage 50) functions.
Enhanced Data Accuracy & Consistency
Eliminate data silos and ensure master data (Customers, Vendors, Items) is consistent and accurate across both ERPs, preventing errors and improving reporting.
Accelerated Business Processes
Automate key workflows like order-to-cash and procure-to-pay, speeding up transaction processing and improving overall operational efficiency.
Reduced IT Burden & Cost
Low-code/no-code integration empowers business users, reducing reliance on specialized developers and lowering integration development and maintenance costs.
Improved Compliance & Audit Readiness
Maintain comprehensive audit trails for all integrated transactions, ensuring data integrity and simplifying compliance with financial regulations.
✨

Streamlined Financial Operations

30% Reduction in financial close time

📋 What You Get

Automate the flow of invoices, payments, and journal entries between Epicor E10 and Sage 50, reducing manual data entry and reconciliation efforts.

💼 Business Impact

This benefit directly contributes to 30% improvement in Reduction in financial close time, 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/v1/customers Retrieve, create, or update customer records for CRM or eCommerce sync.
GET, PUT /api/v1/items Retrieve or update product/service items, including inventory levels, for eCommerce and inventory management.
POST, GET, PUT /api/v1/salesorders Create new sales orders from eCommerce, retrieve order status.
POST, GET /api/v1/invoices Create customer invoices, retrieve invoice details for payment reconciliation.
POST, GET /api/v1/payments Post incoming customer payments or vendor payments, retrieve payment history.
GET, POST, PUT /api/v1/vendors Retrieve, create, or update vendor records for procurement and accounts payable.
POST /api/v1/generalledger/transactions Post journal entries for financial adjustments or automated reconciliation.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1, 1:many, or many:1 field mappings (e.g., Epicor E10 `CustNum` to Sage 50 `CustomerID`).
  • Data Type Conversion: Automatic conversion of data types (e.g., string to numeric, date formats).
  • Conditional Logic: Apply rules based on data values (e.g., if Epicor E10 `TypeCode` is 'Manufactured', map to Sage 50 `ItemType` 'Inventory').
  • Lookup Tables: Translate codes (e.g., Epicor E10 `TermsCode` to Sage 50 `Terms`) using configurable lookup tables.
  • Data Enrichment: Augment data with additional information (e.g., adding a default `SalesTaxCode` if missing).
  • Aggregation/Splitting: Combine multiple Epicor E10 records into one Sage 50 entry or split a single E10 entry into multiple Sage 50 records (e.g., for complex GL postings).

🛡️ Error Handling

  • Transient Errors: Network issues, temporary API unavailability (handled by intelligent retries).
  • Data Validation Errors: Missing mandatory fields, incorrect data types (routed to DLQ, alerts sent).
  • Business Logic Errors: Invalid GL account mapping, non-existent customer ID (routed to DLQ, AI suggests fixes).
  • System-Specific Errors: Epicor E10 database deadlock, Sage 50 SDK error (captured, logged, alerted).
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why integrate Sage 50 with Epicor E10?
Integrating Sage 50 with Epicor E10 bridges the gap between comprehensive operational ERP (Epicor E10) and focused accounting (Sage 50). This streamlines financial reporting, automates data entry for transactions like invoices and payments, ensures real-time inventory and customer data consistency, and provides a unified view of your business's financial and operational health. It reduces manual effort, minimizes errors, and accelerates decision-making.

Technical FAQs

▸ What are the common data entities synchronized between Sage 50 and Epicor E10?
Key entities commonly synchronized include Customer and Vendor master data, Item/Product information (including inventory levels), Sales Orders, Purchase Orders, Sales Invoices, Purchase Invoices, and Payments. The iPaaS handles complex mapping to ensure data consistency despite schema differences between the two systems.
▸ How does an iPaaS facilitate this integration, especially given Sage 50's traditional architecture?
A modern iPaaS acts as an abstraction layer. For Epicor E10, it leverages its robust RESTful APIs. For Sage 50, particularly desktop versions, the iPaaS uses secure connectors that interact via ODBC or SDKs, abstracting the complexity. It provides low-code/no-code visual builders for workflows, data transformation, error handling, and monitoring, enabling real-time, event-driven synchronization across both systems.
▸ How do you handle errors and data discrepancies during integration?
Our iPaaS features robust error handling, including intelligent retry mechanisms for transient errors, dead-letter queues for persistent failures, and automated alerts to notify relevant teams. AI-driven validation detects discrepancies proactively, and configurable conflict resolution rules ensure data integrity.

AI Features FAQs

▸ Can AI enhance the Sage 50 and Epicor E10 integration process?
Yes, AI significantly enhances this integration. AI can auto-suggest field mappings between Sage 50 and Epicor E10 entities, infer complex business rules for data transformation, detect anomalies in financial transactions (e.g., flagging unusual invoice amounts), and even assist in resolving common integration errors by suggesting corrective actions. This accelerates development, improves data quality, and reduces manual oversight.

Security FAQs

▸ What are the security considerations for integrating Sage 50 and Epicor E10?
Security is paramount. Our iPaaS ensures secure, encrypted data transmission (TLS/SSL), uses robust authentication (OAuth 2.0, token-based) with the principle of least privilege for service accounts, and implements data masking for sensitive information. Comprehensive audit trails, role-based access control, and regular security audits are also standard practice to protect your financial and operational data.

Implementation FAQs

▸ What is the typical implementation timeline for Sage 50 and Epicor E10 integration?
The implementation timeline varies based on the complexity and number of workflows. However, leveraging our low-code/no-code iPaaS and pre-built connectors significantly accelerates deployment. Most core integrations can be live within weeks, not months, following discovery and design phases.

Customization FAQs

▸ Can I customize the integration workflows to fit my unique business processes?
Absolutely. Our iPaaS offers extensive customization capabilities. You can modify pre-built templates, create entirely new workflows using the drag-and-drop interface, define custom business rules, and leverage conditional logic to precisely match your unique operational and financial requirements without extensive coding.
Pricing

Simple, transparent pricing for Sage 50 + 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 50 + 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