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

Bridge the gap between Sage 50 accounting and Epicor Kinetic ERP. Automate critical workflows, eliminate data silos, and gain real-time visibility across your entire business with our AI-powered iPaaS solution.

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The Challenge

The Cost of Disconnected Sage 50 and Epicor Kinetic Systems

Running Sage 50 and Epicor Kinetic in isolation creates a fragmented operational landscape. Manual data transfers, reconciliation efforts, and inconsistent information across these critical ERP and accounting systems lead to significant inefficiencies, errors, and delayed decision-making.

  • Manual data entry between systems leads to errors and delays.
  • Lack of real-time inventory visibility causes overselling and stockouts.
  • Slow accounts payable and receivable processes hinder cash flow.
  • Inconsistent customer and vendor data across finance and operations.
  • Complex financial reporting due to disparate data sources.
  • Limited scalability to support business growth without increasing headcount.
Integration Diagram
Solution Illustration
The Solution

Unified Operations: The Sage 50 & Epicor Kinetic iPaaS Integration Solution

Our intelligent iPaaS provides a powerful, low-code/no-code platform to seamlessly connect Sage 50 and Epicor Kinetic. By orchestrating real-time, event-driven data flow, we eliminate manual processes, ensure data consistency, and empower your business with a holistic view of finance and operations.

  • Bidirectional Data Synchronization for Master Data (Customer, Vendor, Item/Part)
  • Automated Sales Order-to-Invoice-to-Payment Workflow
  • Intelligent Accounts Payable Automation with 3-Way Matching
  • Real-time Inventory Level and Production Status Updates
  • General Ledger Journal Entry Automation
Implementation Timeline

Go live with Sage 50 + 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 50 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 50 + 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

  • Bidirectional Data Synchronization for Master Data (Customer, Vendor, Item/Part)
  • Automated Sales Order-to-Invoice-to-Payment Workflow
  • Intelligent Accounts Payable Automation with 3-Way Matching
  • Real-time Inventory Level and Production Status Updates
  • General Ledger Journal Entry Automation
  • Customizable Workflow Designer with Conditional Logic

Sage 50 & Epicor Kinetic Integration Details: How it Connects

Our iPaaS acts as the central nervous system, intelligently connecting Sage 50's robust accounting capabilities with Epicor Kinetic's comprehensive ERP functionalities. This section details the technical approach, data flow, and underlying architecture that makes this powerful integration possible.

Data Flow Steps

Connection Setup: Securely configure connectors for Sage 50 (often via a local agent for desktop versions or cloud API for Sage 50cloud) and Epicor Kinetic (via its native RESTful APIs).

Workflow Design: Visually design integration flows using a low-code canvas, defining triggers (e.g., new order in Kinetic, updated customer in Sage 50), data extraction, transformation, and loading steps.

Data Mapping & Transformation: Utilize the iPaaS's visual mapping tools to connect fields between disparate schemas. Apply business logic, data validation, and enrichment rules (e.g., currency conversion, tax code mapping).

Event Orchestration: Configure event-driven triggers for real-time synchronization where supported (e.g., Kinetic webhooks for order status changes) or schedule batch processes for high-volume, less time-sensitive data.

Error Handling & Monitoring: Implement robust error handling, retry mechanisms, and alerts. Monitor all integration activities from a centralized dashboard to ensure data integrity and operational continuity.

Data Touchpoints

Customer: Creation, updates (address, contact, credit limit).
Vendor: Creation, updates (address, contact, payment terms).
Item/Product (Part): Creation, updates (description, pricing, inventory levels).
Sales Order: Creation, status updates, line items.
Purchase Order: Creation, status updates, line items.
Sales Invoice (AR Invoice): Creation, payment status.
Purchase Invoice (AP Invoice): Creation, payment status.
Payment/Receipt: Posting of customer receipts and vendor payments.
General Ledger Account / Journal Entry: Posting of financial transactions and adjustments.

"A central iPaaS platform connects Sage 50 and Epicor Kinetic. Data flows bidirectionally for master data (Customer, Vendor, Item/Part). Sales Orders originate in Kinetic (e.g., from eCommerce), flow to Sage 50 for invoicing/payments. Purchase Orders originate in Kinetic, and AP Invoices flow to Sage 50. GL Journal Entries can flow from Kinetic to Sage 50 for consolidation. All flows are managed by the iPaaS with transformations, validations, and error handling."

Pricing

Simple, transparent pricing for Sage 50 + 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 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

Core Entities & Intelligent Data Mapping

Seamless data flow between Sage 50 and Epicor Kinetic hinges on precise mapping of their core business entities. Our iPaaS provides intelligent tools to harmonize these entities, ensuring data consistency and accuracy across your integrated financial and operational systems.

Customer

Represents an individual or organization purchasing goods/services. Critical for sales, AR, and CRM processes.

Sage 50 Fields

CustomerID CompanyName ContactName BillingAddress ShippingAddress Email Phone CreditLimit Terms SalesTaxCode

Epicor Kinetic Fields

CustNum CustID Name Address ContactName PhoneNum EmailAddress CreditLimit

Mapping Notes

Map Sage 50 `CustomerID` to Epicor Kinetic `CustID` for unique identification. Harmonize address formats. Ensure consistent `CreditLimit` and `Terms` across both systems. AI can suggest fuzzy matching for `CompanyName` to prevent duplicates.

Next Steps

See Sage 50 + 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 & Inventory Sync

Automate the flow of customer orders from your eCommerce platform into Epicor Kinetic for fulfillment, then push relevant financial data to Sage 50 and update inventory levels bidirectionally. This prevents overselling and ensures accurate financial records.

Integration Steps:

  1. 0 eCommerce order captured by iPaaS.
  2. 1 Sales Order created in Epicor Kinetic (via `/Erp.BO.SalesOrderSvc/SalesOrders`).
  3. 2 Inventory adjusted in Kinetic, `OnHandQty` synchronized to Sage 50 (Item/Product) and eCommerce.
  4. 3 Shipment in Kinetic (`ShipHead`) triggers AR Invoice generation.
  5. 4 AR Invoice from Kinetic synchronized to Sage 50 (Sales Invoice).
  6. 5 Customer payment from payment gateway (integrated with Sage 50) posts to Sage 50 (Payment/Receipt).

Business Outcome

Real-time order processing, accurate inventory, faster revenue recognition, improved customer experience.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Order-to-Cash Cycle
Automate sales order creation, fulfillment, invoicing, and payment posting, significantly reducing manual effort and speeding up revenue recognition.
Real-time Financial & Inventory Accuracy
Synchronize inventory levels, sales, and purchasing data in real-time to ensure accurate financial reporting and prevent costly discrepancies.
Optimized Accounts Payable Processes
Streamline vendor invoice processing with AI-driven data extraction and automated 3-way matching, improving cash management and supplier relations.
Unified Master Data Management
Establish a single source of truth for customers, vendors, and products, eliminating data duplication and ensuring consistency across all systems.
Enhanced Operational Efficiency
Automate routine tasks, reduce manual errors, and free up valuable resources to focus on strategic initiatives rather than data entry.
Scalable & Future-Proof Architecture
Build integrations that can grow with your business, easily adding new systems and workflows without complex recoding, leveraging a modern iPaaS.
✨

Accelerated Order-to-Cash Cycle

60% Faster O2C Cycle

📋 What You Get

Automate sales order creation, fulfillment, invoicing, and payment posting, significantly reducing manual effort and speeding up revenue recognition.

💼 Business Impact

This benefit directly contributes to 60% improvement in Faster O2C Cycle, 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. (Via iPaaS virtual API)
GET, PUT /api/v1/items Retrieve or update product/service items, including inventory levels, for eCommerce and inventory management. (Via iPaaS virtual API)
POST, GET, PUT /api/v1/salesorders Create new sales orders from eCommerce, retrieve order status. (Via iPaaS virtual API)
POST, GET /api/v1/invoices Create customer invoices, retrieve invoice details for payment reconciliation. (Via iPaaS virtual API)
POST, GET /api/v1/payments Post incoming customer payments or vendor payments, retrieve payment history. (Via iPaaS virtual API)
GET, POST, PUT /api/v1/vendors Retrieve, create, or update vendor records for procurement and accounts payable. (Via iPaaS virtual API)
POST /api/v1/generalledger/transactions Post journal entries for financial adjustments or automated reconciliation. (Via iPaaS virtual API)

⚡ Transformation Logic

  • Field Mapping: Visual drag-and-drop mapping of fields with options for complex expressions and functions.
  • Data Type Conversion: Automatic conversion of data types (e.g., string to number, date formats).
  • Lookup Tables: Mapping internal IDs to external IDs (e.g., Sage 50 CustomerID to Kinetic CustID).
  • Conditional Logic: Apply transformations based on specific conditions (e.g., 'If ItemType is Service, map to GL Account X').
  • Data Enrichment: Augment data with additional information (e.g., add customer segment based on sales volume).
  • Aggregation/Splitting: Combine multiple source fields into one target field or split one source field into multiple.

🛡️ Error Handling

  • Transient API Failures: Handled by intelligent retry logic with exponential backoff.
  • Data Validation Errors: Data quarantined, alerts sent, and AI suggests corrections.
  • Duplicate Record Creation: Prevented by robust deduplication logic and AI-driven fuzzy matching.
  • System Outages: Flows paused, messages queued, and processing resumes automatically upon system recovery.
  • Authentication Token Expiry: iPaaS automatically refreshes tokens or alerts for re-authentication.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ Why is a modern iPaaS essential for Sage 50 and Epicor Kinetic integration?
Sage 50 often relies on traditional integration methods like ODBC/SDKs, while Epicor Kinetic offers modern RESTful APIs. A modern iPaaS bridges this gap, providing a unified, API-first layer that handles the complexity of both systems. It enables real-time, event-driven data flow, robust error handling, data transformation, and low-code/no-code capabilities not native to either ERP, significantly enhancing interoperability and automation.

AI & Automation FAQs

▸ How does AI enhance the integration workflows between Sage 50 and Epicor Kinetic?
AI significantly boosts efficiency and accuracy. It can auto-suggest field mappings, detect anomalies in financial transactions or inventory levels, validate data against business rules, and even assist in resolving common integration errors. For example, AI can parse vendor invoices for Epicor Kinetic AP and ensure accurate GL account mapping in Sage 50.

Business Benefits FAQs

▸ What are the primary benefits of integrating Sage 50's accounting with Epicor Kinetic's ERP?
The main benefits include: end-to-end automation of order-to-cash and procure-to-pay cycles, real-time inventory synchronization, a single source of truth for master data (customers, vendors, products), accelerated financial close processes, reduced manual errors, and enhanced overall business intelligence through consolidated data.

Technical Capabilities FAQs

▸ Can this integration support real-time data synchronization for inventory and sales orders?
Yes, absolutely. By leveraging Epicor Kinetic's event-driven capabilities (webhooks) and the iPaaS's efficient change data capture mechanisms for Sage 50, the integration can achieve near real-time synchronization of critical data like inventory levels, sales orders, and customer updates, preventing overselling and ensuring timely fulfillment.

Data Management FAQs

▸ How does the iPaaS handle data transformation and mapping between the two systems?
The iPaaS features a powerful, visual drag-and-drop mapping canvas. It allows users to easily map fields between Sage 50 and Epicor Kinetic's differing schemas. Advanced capabilities include data type conversions, conditional logic, lookup tables, and custom scripting, all designed to ensure data harmonization and integrity. AI can further accelerate this process by suggesting optimal mappings.

Security & Compliance FAQs

▸ What security measures are in place for Sage 50 and Epicor Kinetic integrations?
Security is paramount. The integration utilizes OAuth 2.0 for Epicor Kinetic and secure agent-based access for Sage 50, with encrypted credentials stored in a secure vault. All data in transit is encrypted with TLS 1.2+, and data at rest is encrypted. We adhere to industry standards like ISO 27001, SOC 2, and GDPR, ensuring robust audit trails and least privilege access.

Low-Code/No-Code FAQs

▸ Is low-code/no-code development possible for Sage 50 and Epicor Kinetic integrations?
Yes, our iPaaS is built on a low-code/no-code philosophy. This empowers business users and citizen integrators to design, test, and deploy complex integration workflows using intuitive visual tools, significantly reducing the reliance on IT departments and accelerating time-to-value for new automations.

Implementation & Governance FAQs

▸ How do you manage development, testing, and production environments for these integrations?
Our iPaaS supports robust environment promotion pipelines (Dev → QA → Prod). This includes separate configurations for each environment, version control for integration flows, automated testing in sandbox environments, and controlled deployment processes to ensure changes are thoroughly validated before impacting live Sage 50 and Epicor Kinetic operations.
Pricing

Simple, transparent pricing for Sage 50 + 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 50 + 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