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Unify Sage X3 and Epicor E9: Master Your ERP Ecosystem

Achieve real-time data synchronization, automate critical workflows, and gain a single source of truth for finance and operations across Sage X3 and Epicor E9.

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The Challenge

Bridging the ERP Divide: The Challenges of Disconnected Sage X3 & Epicor E9

Operating with both Sage X3 and Epicor E9, whether due to mergers, acquisitions, or departmental specialization, often leads to significant operational inefficiencies. Without a robust integration, critical business data remains siloed, hindering decision-making and increasing operational costs.

  • Manual data entry and reconciliation between two distinct ERP systems.
  • Inconsistent master data (customer, vendor, product) across departments.
  • Delayed financial reporting and complex cross-system consolidations.
  • Lack of real-time visibility into inventory, orders, and financial transactions.
  • High risk of errors, data discrepancies, and compliance issues.
  • Inefficient procure-to-pay and order-to-cash cycles spanning multiple platforms.
Integration Diagram
Solution Illustration
The Solution

Seamless Sage X3 & Epicor E9 Integration with a Modern iPaaS

Our Integration Platform as a Service (iPaaS) provides the robust, intelligent, and flexible solution needed to seamlessly connect Sage X3 and Epicor E9. By acting as a central nervous system, it orchestrates data flow, automates workflows, and ensures real-time consistency across your entire ERP landscape.

  • Pre-built connectors for Sage X3 and Epicor E9 APIs.
  • Visual, low-code/no-code workflow designer.
  • Bi-directional and uni-directional data synchronization.
  • Advanced data mapping and transformation engine.
  • Real-time monitoring and comprehensive error handling.
Implementation Timeline

Go live with Sage X3 + Epicor E9 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 X3 and Epicor E9, 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 X3 + Epicor E9 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 connectors for Sage X3 and Epicor E9 APIs.
  • Visual, low-code/no-code workflow designer.
  • Bi-directional and uni-directional data synchronization.
  • Advanced data mapping and transformation engine.
  • Real-time monitoring and comprehensive error handling.
  • Scalable architecture for high-volume transactions.

Technical Integration: Orchestrating Sage X3 and Epicor E9 Data Flows

Our iPaaS solution provides a robust, API-first approach to integrate Sage X3 and Epicor E9, ensuring secure, scalable, and efficient data exchange. This technical overview outlines the core components and methodology.

Data Flow Steps

Secure Connection Establishment: Utilize native connectors to establish authenticated and encrypted connections to both Sage X3 and Epicor E9 APIs (OAuth2 for Sage X3, Service Accounts/Custom APIs for Epicor E9).

Event Detection & Triggering: Configure event listeners (webhooks for Sage X3, Service Connect events or database triggers for Epicor E9, or scheduled polls for batch operations) to detect changes or initiate workflows.

Data Extraction & Ingestion: Extract relevant data entities (e.g., Customer, Product, Invoice) from the source ERP using optimized API calls, leveraging filtering and pagination.

Data Transformation & Harmonization: Employ the iPaaS's visual mapping engine to transform and harmonize data schemas, ensuring compatibility between Sage X3 and Epicor E9 data models. This includes data type conversions, value lookups, and complex business logic application.

Validation & Enrichment: Implement comprehensive data validation rules and potentially enrich data with information from other systems (e.g., address validation, tax calculations) before posting to the target ERP.

Data Loading & Posting: Post the transformed and validated data to the target ERP using its respective APIs, ensuring idempotent operations to prevent duplicates.

Error Handling & Monitoring: Implement robust error handling (retries, dead-letter queues, alerts) and provide real-time dashboards for end-to-end visibility and traceability of all transactions.

Data Touchpoints

Customer (Bi-directional)
Vendor (Bi-directional)
Product/Part (Bi-directional)
Inventory (Bi-directional, event-driven)
Sales Order (Uni-directional or Bi-directional, depending on workflow)
Purchase Order (Uni-directional or Bi-directional, depending on workflow)
Invoice (AR/AP) (Uni-directional)
Payment (Uni-directional)
General Ledger Entry (Uni-directional, primarily for consolidation)

"The integration architecture centers around the iPaaS. Source ERP (Sage X3 or Epicor E9) events trigger data extraction. The iPaaS then processes, transforms, and validates this data using low-code components and AI assistance. Finally, the transformed data is securely posted to the Target ERP (Epicor E9 or Sage X3). All steps are monitored, with errors routed for intelligent resolution."

Pricing

Simple, transparent pricing for Sage X3 + Epicor E9.

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 X3

Integrating Sage X3 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 for Sage X3 & Epicor E9 Data Synchronization

Effective integration relies on precise mapping and synchronization of core business entities. Our iPaaS provides granular control over how these entities flow between Sage X3 and Epicor E9, ensuring data integrity and consistency.

Sales Order

Represents a customer's request for products or services, central to the order-to-cash process in Sage X3 and Epicor E9. It drives inventory allocation, fulfillment, and invoicing.

Sage X3 Fields

Order Number Customer ID Order Date Delivery Date Product Lines (Item Code, Quantity, Price) Shipping Address Billing Address Order Status

Epicor E9 Fields

OrderNum (PK) OrderDate CustNum PONum OrderValue OrderQty ShipToNum TermsCode OrderComment OrderStatus

Mapping Notes

Requires careful mapping of line items, pricing, and discounts. Order status updates (e.g., 'Shipped') often trigger downstream workflows in both systems. Cross-reference Customer ID and Product Code.

Next Steps

See Sage X3 + Epicor E9 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 Consolidation & Reporting

For organizations running distinct Sage X3 and Epicor E9 instances (e.g., subsidiaries, different business units), this integration automates the aggregation of financial transactions for consolidated reporting. GL entries, invoices, and payments are pulled from both ERPs, harmonized, and posted to a central data warehouse or a designated 'master' ERP for enterprise-wide financial statements.

Integration Steps:

  1. 0 Event: End of accounting period or scheduled interval.
  2. 1 Extract: GL entries, invoices, and payments retrieved from Sage X3 and Epicor E9.
  3. 2 Transform: Data is harmonized, mapped to a unified chart of accounts, and validated for consistency.
  4. 3 Load: Consolidated financial data is pushed to a central data warehouse or the designated master ERP's GL.
  5. 4 Report: BI tools access the consolidated data for comprehensive financial reporting.

Business Outcome

Accelerated financial close, accurate consolidated financial statements, improved compliance, and enhanced strategic financial planning.

Frequency

Daily, Weekly, or Monthly (batch for consolidation, near real-time for critical adjustments)

Business Value

Key Integration Benefits

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

Achieve Real-time Data Consistency
Ensure master data (Customer, Vendor, Product, Inventory) is always accurate and synchronized across both Sage X3 and Epicor E9, eliminating discrepancies and improving data reliability.
Automate End-to-End Workflows
Streamline critical processes like Order-to-Cash, Procure-to-Pay, and financial consolidations by automating data flow and approvals between ERPs, reducing manual effort.
Accelerate Financial Close & Reporting
Automate the aggregation of General Ledger entries and financial data from both systems, significantly shortening financial close cycles and providing faster access to consolidated reports.
Enhance Operational Visibility
Gain a unified, 360-degree view of your business operations, from inventory levels and sales orders to financial performance, enabling more informed and proactive decision-making.
Reduce Operational Costs & Errors
Eliminate manual data entry, reduce human errors, and optimize resource allocation by automating repetitive tasks, leading to significant cost savings and improved efficiency.
Future-Proof Your ERP Strategy
Build resilient, scalable integrations that can adapt to evolving business needs, system upgrades, or future migrations, ensuring long-term compatibility and flexibility.
✨

Achieve Real-time Data Consistency

99.9% Data Accuracy

📋 What You Get

Ensure master data (Customer, Vendor, Product, Inventory) is always accurate and synchronized across both Sage X3 and Epicor E9, eliminating discrepancies and improving data reliability.

💼 Business Impact

This benefit directly contributes to 99.9% improvement in Data Accuracy, 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
POST /api/v1/salesOrders Create new sales orders in Sage X3 from external systems (e.g., Epicor E9 for intercompany sales).
GET /api/v1/products/{productCode} Retrieve detailed product information, including inventory levels and pricing, for real-time sync with Epicor E9.
PUT /api/v1/customers Update existing customer records or create new ones, ensuring master data consistency across Epicor E9 and Sage X3.
POST /api/v1/invoices Post accounts payable or accounts receivable invoices into Sage X3 from Epicor E9.
POST /api/v1/generalLedgerEntries Post consolidated financial transactions or specific journal entries from Epicor E9 into Sage X3.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1, 1:Many, Many:1 field mappings.
  • Data Type Conversion: String to Integer, Date format standardization (e.g., 'YYYY-MM-DD').
  • Conditional Logic: Apply different transformations based on data values (e.g., if CustomerType='Wholesale', set PaymentTerms='Net60').
  • Value Lookups: Translate codes (e.g., Sage X3 'RegionUS' to Epicor E9 'USAEAST').
  • Data Aggregation/Splitting: Combine multiple source fields into one target field or split one source field into multiple.
  • Currency Conversion: Apply real-time or historical exchange rates for financial transactions.
  • String Manipulation: Concatenate, substring, or format text fields (e.g., combine First Name + Last Name).

🛡️ Error Handling

  • API authentication failures (e.g., expired tokens).
  • Invalid data format or missing mandatory fields in target ERP.
  • API rate limit exceeded by either Sage X3 or Epicor E9.
  • Network connectivity issues between iPaaS and ERPs.
  • Business logic errors during data transformation (e.g., lookup failure).
  • Duplicate record creation attempts due to non-idempotent operations.
  • System unavailability or timeouts from either ERP.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why would I need to integrate Sage X3 and Epicor E9?
Organizations often run both Sage X3 and Epicor E9 due to mergers, acquisitions, or specialized departmental needs. Integrating them eliminates data silos, automates cross-system workflows, and provides a unified view of financial and operational data, crucial for efficiency and accurate reporting.

Challenges FAQs

▸ What are the common challenges when integrating Sage X3 and Epicor E9?
Challenges include managing diverse data formats, ensuring consistent master data (customers, vendors, products), handling API rate limits, orchestrating complex multi-step workflows across two ERPs, and securely transmitting sensitive financial information. A robust iPaaS is designed to overcome these complexities.

Technical FAQs

▸ Can I achieve real-time synchronization between Sage X3 and Epicor E9?
Yes, both Sage X3 and Epicor E9 offer API capabilities that, when paired with an event-driven iPaaS, enable real-time or near real-time synchronization. This is critical for entities like inventory levels, sales orders, and master data updates to ensure immediate consistency across systems.
▸ What if Epicor E9's native APIs are insufficient for my needs?
Our iPaaS can still facilitate integration. This might involve creating custom API wrappers around Epicor E9's underlying business objects or leveraging direct database connectors (with appropriate security and caution). The iPaaS abstracts these complexities, allowing flexible interaction with Epicor E9's data model.

iPaaS Features FAQs

▸ How does low-code/no-code help with Sage X3 and Epicor E9 integration?
Low-code/no-code tools empower business users and citizen integrators to design, build, and manage integration workflows for both ERPs using visual, drag-and-drop interfaces. This significantly accelerates development, reduces reliance on IT, and allows for quicker adaptation to changing business requirements.

AI Benefits FAQs

▸ What role does AI play in this integration?
AI significantly enhances Sage X3 and Epicor E9 integrations through intelligent mapping suggestions, automated data validation, anomaly detection in financial transactions, predictive analytics for inventory, and AI-assisted error resolution. This leads to higher data quality, proactive issue resolution, and more intelligent automation.

Security FAQs

▸ How do you ensure data security and compliance during integration?
We prioritize security with OAuth2/strong API keys for authentication, TLS/SSL encryption for all data in transit, and encryption at rest for sensitive data. We implement least privilege access, IP whitelisting, data masking for non-production environments, and adhere to compliance standards like PCI DSS and GDPR.

Financial Workflows FAQs

▸ Can this integration support complex financial consolidation scenarios?
Absolutely. The iPaaS can extract General Ledger entries, invoices, and payment data from both Sage X3 and Epicor E9, apply complex mapping and transformation rules for a unified chart of accounts, and then load the consolidated data into a central reporting system or designated master ERP for streamlined financial close and enhanced analytics.
Pricing

Simple, transparent pricing for Sage X3 + Epicor E9.

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 X3 + Epicor E9 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