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Bridge Your ERPs: Sage X3 and Epicor Kinetic, Unified.

Achieve seamless data flow, automated workflows, and a single source of truth across your enterprise with intelligent integration.

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The Challenge

The Challenge of Disconnected ERPs: Sage X3 & Epicor Kinetic

Operating Sage X3 and Epicor Kinetic in silos creates a fragmented enterprise landscape. Manual data transfers, inconsistent information, and delayed processes hinder efficiency and lead to costly errors.

  • Data Silos & Inconsistency: Critical information like customer profiles, inventory levels, sales orders, and financial records are duplicated or out of sync between Sage X3 and Epicor Kinetic.
  • Manual Data Entry & Errors: Reliance on manual input for transferring data between systems leads to human errors, increased operational costs, and delays in critical business processes.
  • Delayed Financial Reporting: Inconsistent GL entries and invoice data across both ERPs complicate financial close processes and impact reporting accuracy.
  • Inefficient Order & Procurement Cycles: Lack of real-time visibility into inventory from Kinetic or customer data from Sage X3 slows down order fulfillment and complicates supplier management.
  • Limited 360-Degree View: Without integrated data, gaining a holistic view of customers, sales performance, or supply chain health across both ERPs is nearly impossible.
Integration Diagram
Solution Illustration
The Solution

Seamless ERP Synergy: Integrating Sage X3 & Epicor Kinetic with iPaaS

Our intelligent integration solution bridges Sage X3 and Epicor Kinetic, creating a unified operational backbone. Powered by a cutting-edge iPaaS, it orchestrates real-time data synchronization and automates complex workflows across your enterprise.

  • Real-time Data Synchronization: Ensure immediate, accurate updates for critical entities like Sales Orders, Customers, Products/Parts, Inventory, and Invoices between Sage X3 and Epicor Kinetic.
  • Automated Workflow Orchestration: Streamline end-to-end processes, including eCommerce Order-to-Cash, Procure-to-Pay, and Financial Close Automation, eliminating manual steps.
  • Data Harmonization & Validation: Standardize data formats and apply business rules to maintain consistency and integrity across both ERPs, preventing errors before they occur.
  • Comprehensive Error Handling: Robust mechanisms for automated retries, dead-letter queues, and proactive alerts ensure business continuity and quick resolution of integration issues.
  • Low-Code/No-Code Workflow Design: Empower business users to build and manage integration flows with intuitive drag-and-drop interfaces, accelerating digital transformation.
Implementation Timeline

Go live with Sage X3 + 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 X3 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 X3 + 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

  • Real-time Data Synchronization: Ensure immediate, accurate updates for critical entities like Sales Orders, Customers, Products/Parts, Inventory, and Invoices between Sage X3 and Epicor Kinetic.
  • Automated Workflow Orchestration: Streamline end-to-end processes, including eCommerce Order-to-Cash, Procure-to-Pay, and Financial Close Automation, eliminating manual steps.
  • Data Harmonization & Validation: Standardize data formats and apply business rules to maintain consistency and integrity across both ERPs, preventing errors before they occur.
  • Comprehensive Error Handling: Robust mechanisms for automated retries, dead-letter queues, and proactive alerts ensure business continuity and quick resolution of integration issues.
  • Low-Code/No-Code Workflow Design: Empower business users to build and manage integration flows with intuitive drag-and-drop interfaces, accelerating digital transformation.
  • AI-Powered Integration Co-Pilot: Leverage AI for intelligent mapping suggestions, anomaly detection, predictive analytics, and automated testing to enhance efficiency and accuracy.

Technical Integration Overview: Sage X3 & Epicor Kinetic

Our iPaaS-driven integration leverages the robust API capabilities of both Sage X3 and Epicor Kinetic to establish secure, scalable, and real-time data exchange. This architecture ensures transactional integrity and operational continuity.

Data Flow Steps

Secure Connection: Establish authenticated connections to Sage X3 and Epicor Kinetic APIs using OAuth2 and TLS 1.2+.

Event Detection/Polling: Monitor for relevant business events (e.g., new Sales Order, inventory change) in source ERP via webhooks or efficient polling.

Data Extraction: Extract relevant data entities and fields from the source ERP via API calls.

Data Transformation & Harmonization: Map source data to the target ERP's schema, applying necessary transformations, validations, and business rules (e.g., unit conversions, currency exchange, deduplication).

Data Loading: Ingest transformed data into the target ERP via its corresponding API endpoints.

Error Handling & Notification: Log successful transactions and handle failures with automated retries, dead-letter queues, and alerts.

Monitoring & Reporting: Provide real-time dashboards for integration health, performance, and data flow transparency.

Data Touchpoints

Customer: Sage X3 Customer <-> Epicor Kinetic Customer
Sales Order: Sage X3 Sales Order <-> Epicor Kinetic Sales Order
Product/Part: Sage X3 Product <-> Epicor Kinetic Part
Inventory: Sage X3 Inventory <-> Epicor Kinetic PartWhse (via Part)
Vendor: Sage X3 Vendor <-> Epicor Kinetic Vendor
Invoice (AR/AP): Sage X3 Invoice <-> Epicor Kinetic AR Invoice/AP Invoice
Purchase Order: Sage X3 Purchase Order <-> Epicor Kinetic Purchase Order
General Ledger Entry: Sage X3 General Ledger Entry <-> Epicor Kinetic GL Journal Entry
Shipment: Sage X3 Shipment <-> Epicor Kinetic Ship Head

"Source System (e.g., Epicor Kinetic) --[Event/API Call]--> iPaaS --[Data Transformation & Validation]--> Target System (e.g., Sage X3). This flow is bi-directional for master data and transactional for specific workflows. Example: eCommerce Order --[iPaaS]--> Epicor Kinetic Sales Order --[iPaaS]--> Sage X3 Invoice/GL Entry."

Pricing

Simple, transparent pricing for Sage X3 + 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 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 & Intelligent Mapping between Sage X3 and Epicor Kinetic

Seamless data exchange relies on precise mapping of core business entities. Our iPaaS provides a visual canvas and AI assistance to harmonize fields between Sage X3 and Epicor Kinetic, ensuring data integrity and consistency.

Customer

Master data for individuals or organizations. Synchronized bi-directionally to ensure a unified customer view.

Sage X3 Fields

Customer ID (PK) Customer Name Address (Billing, Shipping) Contact Information (Email, Phone) Payment Terms Customer Group

Epicor Kinetic Fields

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

Mapping Notes

Sage X3's 'Customer ID' maps to Epicor Kinetic's 'CustID'. Address fields require careful sub-field mapping and standardization. Payment Terms ('TermsCode') should be harmonized. Ensure unique identifier consistency for deduplication.

Next Steps

See Sage X3 + 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

Automate the flow of sales orders from an eCommerce platform into Epicor Kinetic for inventory allocation and fulfillment, then to Sage X3 for financial posting and invoicing. Real-time updates ensure accurate stock levels and customer communication.

Integration Steps:

  1. 0 New Sales Order created in eCommerce.
  2. 1 iPaaS captures event and creates Sales Order in Epicor Kinetic (Erp.BO.SalesOrderSvc/SalesOrders).
  3. 2 Epicor Kinetic allocates inventory (PartWhse) and initiates fulfillment.
  4. 3 Shipment (Ship Head) details from Kinetic are updated to eCommerce and Sage X3 (Sales Order status, Shipment entity).
  5. 4 Upon shipment, AR Invoice is generated in Epicor Kinetic and synchronized to Sage X3 (Invoice entity) for financial processing.
  6. 5 Customer payment in Sage X3 updates order status in Kinetic and eCommerce.

Business Outcome

Reduced order processing time by 80%, eliminated manual data entry errors, real-time inventory accuracy, and faster 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.

Streamlined Operations
Automate manual data entry and complex workflows between Sage X3 and Epicor Kinetic, significantly reducing operational overhead and freeing up resources.
Enhanced Data Accuracy
Ensure real-time, consistent data across both ERPs, from customer master data to inventory levels, eliminating discrepancies and improving data integrity.
Accelerated Financial Close
Automate GL entry synchronization and invoice processing, leading to faster, more accurate financial reporting and a quicker close cycle.
360-Degree Business View
Gain a comprehensive, unified perspective on sales, finance, and manufacturing operations by consolidating critical data from both ERPs.
Improved Customer Satisfaction
Ensure accurate inventory, faster order fulfillment, and consistent customer information, leading to a superior customer experience.
Reduced IT Burden & Cost
Leverage low-code/no-code tools and pre-built connectors to reduce reliance on custom coding, accelerating development and lowering maintenance costs.
Scalability & Future-Proofing
Build an integration foundation that scales with your business growth and easily adapts to new systems or evolving business requirements.
✨

Streamlined Operations

30% Reduction in manual data entry

📋 What You Get

Automate manual data entry and complex workflows between Sage X3 and Epicor Kinetic, significantly reducing operational overhead and freeing up resources.

💼 Business Impact

This benefit directly contributes to 30% improvement in Reduction in manual data entry, 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 Kinetic for fulfillment status, or directly from eCommerce via iPaaS).
GET /api/v1/products/{productCode} Retrieve detailed product information, including inventory levels and pricing, for real-time sync with Epicor Kinetic or eCommerce.
PUT /api/v1/customers Update existing customer records or create new ones, ensuring master data consistency across Epicor Kinetic and other platforms.
POST /api/v1/invoices Post accounts payable or accounts receivable invoices into Sage X3 from Epicor Kinetic or external billing/procurement systems.
PUT /api/v1/vendors Synchronize vendor master data with Epicor Kinetic.
POST /api/v1/generalLedgerEntries Automate the posting of GL entries from Epicor Kinetic or other sub-ledgers.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1, 1:many, many:1 field mapping between Sage X3 and Epicor Kinetic entities.
  • Data Type Conversion: Automatic conversion of data types (e.g., string to integer, date formats).
  • Value Lookups: Translate codes (e.g., 'Customer Group' in X3 to 'Customer Type' in Kinetic) using lookup tables.
  • Conditional Logic: Apply transformations based on specific conditions (e.g., if 'Order Status' is 'Pending', then set 'Delivery Priority' to 'High').
  • Data Aggregation/Splitting: Combine multiple source fields into one target field or split one source field into multiple.
  • Currency Conversion: Automated currency exchange rates applied for financial transactions.
  • Unit of Measure Conversion: Standardize units (e.g., 'EA' to 'EACH').

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS implements exponential backoff and retries.
  • Data Validation Failure: Invalid data (e.g., missing required field) routed to dead-letter queue for manual correction.
  • Network Connectivity Issues: Automated retries and circuit breaker patterns to prevent cascading failures.
  • Authentication Token Expiry: iPaaS automatically refreshes OAuth2 tokens.
  • Duplicate Record Creation: Idempotent API calls and deduplication logic prevent redundant data.
  • Schema Mismatch: Alerts triggered, and AI suggests mapping adjustments.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ Why should I integrate Sage X3 and Epicor Kinetic?
Integrating Sage X3 and Epicor Kinetic eliminates data silos, automates manual processes, and ensures real-time data consistency across your finance, sales, and manufacturing operations. This leads to increased efficiency, improved data accuracy, faster decision-making, and a unified view of your business.

Workflows FAQs

▸ What are the common workflows automated by this integration?
Key automated workflows include eCommerce Order-to-Cash (orders from storefront to Kinetic fulfillment to X3 invoicing), Procure-to-Pay (vendor invoice processing from Kinetic to X3 payments), Master Data Synchronization (Customer, Vendor, Product), and General Ledger Entry automation for financial close.

iPaaS Capabilities FAQs

▸ How does an iPaaS facilitate Sage X3 and Epicor Kinetic integration?
An iPaaS acts as the central hub, providing pre-built connectors for both ERPs, a visual mapping engine, workflow orchestration, robust error handling, and centralized monitoring. It abstracts away complexity, enabling scalable, reusable, and resilient connectivity, leveraging both systems' APIs and eventing capabilities.

Technical Capabilities FAQs

▸ Can this integration support real-time data synchronization?
Yes, absolutely. Both Sage X3 and Epicor Kinetic offer robust APIs and eventing capabilities. When coupled with an event-driven iPaaS, this integration can achieve real-time or near real-time synchronization for critical data like inventory levels, sales orders, and customer updates, minimizing latency.

AI Enhancements FAQs

▸ What role does AI play in this integration solution?
AI significantly enhances the integration by providing intelligent field mapping suggestions, automating data validation, detecting anomalies in transactions (e.g., unusual order values), suggesting optimal data flows, and assisting with predictive error resolution. This leads to higher data quality and more efficient operations.

Security & Compliance FAQs

▸ How do you handle data security and compliance for sensitive ERP data?
We prioritize security with OAuth2 authentication, TLS 1.2+ encryption for data in transit, AES-256 encryption for data at rest, and least privilege access. We adhere to standards like ISO 27001, SOC 2, and PCI DSS (for payment data), ensuring comprehensive data protection and audit trails.

Customization FAQs

▸ Is it possible to customize the integration flows?
Yes, our low-code/no-code iPaaS platform allows extensive customization. You can easily add custom fields, define conditional logic, implement specific business rules, and extend workflows to integrate with other third-party applications, all without extensive coding, and test them in a sandbox environment.

Performance FAQs

▸ How are API rate limits managed for Sage X3 and Epicor Kinetic?
Our iPaaS intelligently manages API rate limits by implementing queuing mechanisms, batching requests, staggering API calls, and automatically detecting HTTP 429 (Too Many Requests) errors. It uses exponential backoff and retry logic to ensure continuous operation without overloading either ERP system.
Pricing

Simple, transparent pricing for Sage X3 + 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 X3 + 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