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Unify Sage X3 and Epicor P21: Powering Seamless Enterprise Operations

Break down data silos between your Sage X3 and Epicor P21 ERPs with a modern iPaaS. Automate core business processes, achieve real-time data synchronization, and drive unparalleled operational efficiency.

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The Challenge

The Challenge: Bridging Disconnected Sage X3 and Epicor P21 Environments

Operating Sage X3 and Epicor P21 in isolation creates a fragmented enterprise landscape. Manual data transfers, inconsistent information, and delayed processes hinder agility, increase operational costs, and obscure a true 360-degree view of your business.

  • Manual Data Entry & Duplication: Tedious, error-prone manual input of sales orders, invoices, or inventory adjustments between systems.
  • Delayed Business Processes: Slow order fulfillment, extended financial close cycles, and inefficient procurement due to disconnected data.
  • Inconsistent Master Data: Customer, vendor, and product information varies between Sage X3 and P21, leading to reporting inaccuracies and operational conflicts.
  • Lack of Real-time Visibility: Inability to access up-to-the-minute inventory levels, sales performance, or financial status across both ERPs.
  • High Operational Costs: Increased labor costs associated with reconciliation, error correction, and managing disparate systems.
  • Compliance & Audit Risks: Difficulty in maintaining a clear audit trail and ensuring data integrity across complex, unintegrated workflows.
Integration Diagram
Solution Illustration
The Solution

Seamless Sage X3 & Epicor P21 Integration with a Modern iPaaS

Our Integration Platform as a Service (iPaaS) provides the intelligent backbone to connect Sage X3 and Epicor P21, transforming your disparate ERPs into a cohesive, automated ecosystem. Leverage pre-built connectors, low-code design, and AI-powered intelligence to streamline operations, ensure data integrity, and unlock real-time visibility across your entire enterprise.

  • Unified Data Platform: Centralize data orchestration, ensuring consistency across Sage X3 and Epicor P21.
  • Automated Workflows: Design and deploy end-to-end process automation without manual intervention.
  • Real-time Synchronization: Achieve immediate data updates for critical entities like orders, inventory, and financials.
  • Visual Integration Designer: Intuitive drag-and-drop interface for building complex integration flows.
  • Robust Error Handling: Advanced mechanisms for detecting, alerting, and resolving integration failures.
Implementation Timeline

Go live with Sage X3 + Epicor P21 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 P21, 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 P21 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Unified Data Platform: Centralize data orchestration, ensuring consistency across Sage X3 and Epicor P21.
  • Automated Workflows: Design and deploy end-to-end process automation without manual intervention.
  • Real-time Synchronization: Achieve immediate data updates for critical entities like orders, inventory, and financials.
  • Visual Integration Designer: Intuitive drag-and-drop interface for building complex integration flows.
  • Robust Error Handling: Advanced mechanisms for detecting, alerting, and resolving integration failures.
  • Scalable & Secure Architecture: Built for enterprise-grade performance, compliance, and data protection.

Sage X3 and Epicor P21 Integration: Technical Deep Dive

Our iPaaS provides a robust, secure, and scalable framework for integrating Sage X3 and Epicor P21. We leverage native APIs, implement event-driven architectures, and employ advanced data transformation capabilities to ensure seamless data flow and process automation between these critical ERP systems.

Data Flow Steps

Discovery & Requirements: Define key workflows, entities, and data synchronization needs between Sage X3 and P21.

API Connectivity: Establish secure connections to Sage X3's REST APIs (OAuth2, API Keys) and Epicor P21's APIs (REST, Service Connect) using dedicated service accounts.

Data Mapping & Transformation: Utilize the iPaaS's visual designer to map fields, apply business logic, and transform data between the distinct schemas of Sage X3 and Epicor P21. AI-assisted mapping accelerates this process.

Workflow Orchestration: Design event-driven or scheduled integration flows, incorporating conditional logic, error handling, and retry mechanisms.

Testing & Validation: Deploy flows to sandbox environments for rigorous testing, data validation, and user acceptance (UAT).

Deployment & Monitoring: Promote validated flows to production, configure real-time monitoring dashboards, and set up alerts for operational oversight.

Continuous Optimization: Regularly review performance, adapt flows to evolving business needs, and leverage AI insights for ongoing improvements.

Data Touchpoints

Sales: Sales Order, Customer, Product, Inventory, Shipment, Invoice, Payment
Procurement: Purchase Order, Vendor, Goods Receipt, AP Invoice, Payment
Finance: General Ledger Entry, Invoice, Payment, Cash Receipt
Master Data: Customer, Vendor, Product, Warehouse

"Source System (e.g., eCommerce/CRM/P21) -> [Event Trigger/Scheduler] -> iPaaS Connector (Source) -> [Data Extraction] -> [AI-Assisted Mapping & Transformation] -> [Data Validation] -> iPaaS Connector (Target) -> [API Call to Target ERP (Sage X3/P21)] -> Target ERP (Sage X3/P21) -> [Confirmation/Error Handling] -> iPaaS Monitoring & Alerts. Bidirectional flows repeat this in reverse."

Pricing

Simple, transparent pricing for Sage X3 + Epicor P21.

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 Entity Mapping: Sage X3 to Epicor P21

Achieving seamless integration requires precise mapping of core business entities. Our iPaaS provides a visual, AI-assisted environment to define these mappings, ensuring data consistency and integrity between Sage X3 and Epicor P21.

Customer

Master data record for individuals or organizations purchasing from the business. Critical for sales, CRM, and financial reporting.

Sage X3 Fields

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

Epicor P21 Fields

CustomerID CustomerName Address1 City State Zip PhoneNum Email TaxExempt TermsCode

Mapping Notes

Requires careful harmonization of address formats and contact details. `Customer ID` typically serves as the unique identifier. Consider a master data management (MDM) strategy.

Next Steps

See Sage X3 + Epicor P21 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.

End-to-End eCommerce Order-to-Cash Automation

Automate the entire lifecycle of an eCommerce order, from storefront capture to financial posting and fulfillment across Sage X3 and Epicor P21.

Integration Steps:

  1. 0 New Sales Order created in eCommerce platform (e.g., Shopify, Magento).
  2. 1 iPaaS captures order via webhook, validates data, and creates Sales Order in Sage X3.
  3. 2 Sage X3 reserves inventory (if master) or iPaaS updates Epicor P21 with order details for fulfillment.
  4. 3 Epicor P21 (or WMS integrated with P21) processes fulfillment and generates Shipment details.
  5. 4 iPaaS captures Shipment details from Epicor P21, updates Sage X3, and pushes tracking info back to eCommerce.
  6. 5 Sage X3 generates AR Invoice upon shipment, and iPaaS posts corresponding GL entries.
  7. 6 Payment gateway confirms payment; iPaaS applies Cash Receipt in Epicor P21 and updates GL in Sage X3.

Business Outcome

Accelerated order processing, real-time inventory accuracy, reduced manual order entry errors, improved customer experience with timely updates, 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.

Real-time Data Synchronization
Achieve immediate visibility across your enterprise with real-time updates for sales orders, inventory levels, customer records, and financial transactions between Sage X3 and Epicor P21.
Boost Operational Efficiency
Automate manual data entry and reconciliation tasks, freeing up your teams to focus on strategic initiatives rather than repetitive administrative work.
Enhance Data Accuracy & Integrity
Eliminate human errors and ensure data consistency across both ERPs with intelligent validation, transformation, and conflict resolution mechanisms.
Accelerate Financial Close
Streamline GL entry synchronization, payment posting, and invoice processing, leading to a faster, more accurate financial close cycle and improved cash flow management.
Improve Customer & Supplier Experience
Provide accurate order statuses, faster fulfillment, and seamless communication with customers and vendors, powered by synchronized data across your ERPs.
Scalable & Future-Proof Architecture
Build integrations that grow with your business. Our iPaaS provides a flexible and robust foundation to easily adapt to new systems, processes, and market demands.
✨

Real-time Data Synchronization

30% Faster Information Flow

📋 What You Get

Achieve immediate visibility across your enterprise with real-time updates for sales orders, inventory levels, customer records, and financial transactions between Sage X3 and Epicor P21.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Information Flow, 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., eCommerce, CRM).
GET /api/v1/products/{productCode} Retrieve detailed product information, including inventory levels and pricing, for real-time sync with eCommerce or WMS.
PUT /api/v1/customers Update existing customer records or create new ones, ensuring master data consistency across CRM and other platforms.
POST /api/v1/invoices Post accounts payable or accounts receivable invoices into Sage X3 from external billing or procurement systems.

⚡ Transformation Logic

  • Field Mapping: Direct mapping of common fields (e.g., Customer Name, Product Description).
  • Data Type Conversion: Converting data types (e.g., string to integer, date formats).
  • Conditional Logic: Applying rules based on data values (e.g., route orders to specific warehouses based on product type).
  • Value Lookups: Translating codes (e.g., Payment Terms, UOM) from one system to another using lookup tables.
  • Data Enrichment: Adding missing information or deriving new values from existing data.
  • Concatenation/Splitting: Combining or separating fields (e.g., First Name + Last Name to Full Name).

🛡️ Error Handling

  • API rate limit exceeded by Sage X3/P21.
  • Data validation failure (e.g., invalid product code, missing customer ID).
  • Network connectivity issues between iPaaS and ERPs.
  • Authentication token expiration for API access.
  • Business logic errors (e.g., attempting to fulfill an already shipped order).
  • Deadlock or timeout during database operations in ERP.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why integrate Sage X3 and Epicor P21?
Integrating Sage X3 and Epicor P21 eliminates data silos, automates manual processes, ensures data consistency, and provides real-time visibility across your enterprise. This leads to increased operational efficiency, reduced errors, faster financial closes, and improved decision-making by unifying two powerful ERP systems.

Workflows FAQs

▸ What are the common workflows automated between Sage X3 and Epicor P21?
Common automated workflows include end-to-end eCommerce Order-to-Cash (Sage X3 for finance, Epicor P21 for fulfillment), Procure-to-Pay (P21 PO, Sage X3 AP), bidirectional Customer and Vendor Master Data synchronization, real-time Inventory and Product Data sync, and automated General Ledger Entry consolidation.

Technology FAQs

▸ How does an iPaaS facilitate this integration?
A modern iPaaS acts as the central hub, providing pre-built connectors for Sage X3 and Epicor P21, a visual low-code/no-code mapping engine, robust workflow orchestration, advanced error handling, and comprehensive monitoring. It abstracts API complexities and ensures secure, scalable, and resilient data exchange.

Technical FAQs

▸ Can this integration handle real-time data synchronization?
Yes, leveraging the API capabilities of both Sage X3 and Epicor P21, combined with an event-driven iPaaS, allows for real-time or near real-time synchronization of critical data such as sales orders, inventory levels, and financial transactions. Webhooks play a crucial role in triggering immediate updates.

Security FAQs

▸ What are the security considerations for integrating Sage X3 and Epicor P21?
Key security measures include using OAuth2/token-based authentication with least-privilege access, enforcing TLS/SSL encryption for data in transit, encrypting sensitive data at rest, IP whitelisting, and adhering to compliance standards like PCI DSS, GDPR, and SOC 2. The iPaaS provides these security features natively.

AI FAQs

▸ How does AI enhance Sage X3 and Epicor P21 integrations?
AI significantly augments integrations by providing auto-mapping suggestions, intelligent data validation and anomaly detection (e.g., for invoices or GL entries), predictive analytics for inventory, and automated error resolution. This leads to higher data quality, proactive issue resolution, and more intelligent automation.

Customization FAQs

▸ Is it possible to customize integration flows for specific business needs?
Absolutely. The iPaaS offers extensive customization capabilities through its low-code/no-code visual designer. You can easily map custom fields, apply conditional logic, implement specific business rules, and extend workflows to meet unique organizational requirements without writing custom code.

Error Handling FAQs

▸ How are errors handled in the integration between Sage X3 and Epicor P21?
Our iPaaS provides robust error handling, including automated retries with exponential backoff for transient errors, dead-letter queues for persistent messages requiring manual review, configurable real-time alerts for critical failures, and centralized dashboards for monitoring and resolving error trends. AI can also assist in classifying and suggesting resolutions.
Pricing

Simple, transparent pricing for Sage X3 + Epicor P21.

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 P21 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