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Connect™

Unify Your Enterprise: Seamless SAP Business ByDesign & Epicor Integration

Connect your core ERP and operational systems for real-time data flow, automated workflows, and comprehensive business insights.

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The Challenge

The Challenge of Disconnected ERP & Operational Systems

Many growing enterprises find themselves operating with disparate systems like SAP Business ByDesign for core financials, CRM, and SCM, and Epicor for specialized operational processes such as manufacturing, distribution, or project management. This siloed approach creates significant inefficiencies, hampers decision-making, and limits scalability across the organization.

  • Manual data entry leading to errors and delays
  • Fragmented customer, product, and financial data across systems
  • Inefficient Order-to-Cash and Procure-to-Pay cycles
  • Lack of real-time visibility into inventory, production, and financial performance
  • Increased operational costs due to redundant efforts and reconciliation
  • Delayed financial reporting and compliance challenges
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for SAP Business ByDesign & Epicor

Our iPaaS solution bridges the gap between SAP Business ByDesign and Epicor, creating a unified ecosystem where financial, sales, inventory, and operational data flow seamlessly. Leverage an API-first, event-driven architecture enhanced with low-code automation and AI intelligence to transform your business processes, boost efficiency, and unlock new levels of insight.

  • Bi-directional data synchronization for core entities
  • Real-time and scheduled integration workflows
  • Visual drag-and-drop workflow designer
  • AI-powered data mapping and validation
  • Comprehensive error handling and monitoring
Implementation Timeline

Go live with SAP Business ByDesign + Epicor 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 SAP Business ByDesign and Epicor, 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 SAP Business ByDesign + Epicor 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 data synchronization for core entities
  • Real-time and scheduled integration workflows
  • Visual drag-and-drop workflow designer
  • AI-powered data mapping and validation
  • Comprehensive error handling and monitoring
  • Scalable, cloud-native architecture

SAP Business ByDesign & Epicor: Technical Integration Deep Dive

Our integration solution leverages the robust API capabilities of both SAP Business ByDesign (OData/SOAP web services) and Epicor (RESTful APIs) to establish a secure, scalable, and efficient data exchange. The iPaaS acts as the central orchestration layer, managing data flows, transformations, and error handling, ensuring optimal performance and data integrity.

Data Flow Steps

Connectors & Authentication: Securely connect to both ByDesign and Epicor using specialized iPaaS connectors, handling OAuth 2.0 and token-based authentication.

Event Listeners & Polling: Configure event-driven triggers (webhooks from Epicor BPM, ByDesign event subscriptions) for real-time updates or efficient polling for changes.

Data Extraction: Extract relevant data from the source system via API calls, optimizing for performance (e.g., OData filtering, Epicor batching).

Data Transformation & Harmonization: Utilize the iPaaS's visual mapping canvas and AI-assisted tools to transform and standardize data structures to match the target system's schema.

Validation & Business Logic: Apply predefined validation rules and custom business logic (e.g., pricing calculations, credit checks) before data ingestion.

Data Ingestion: Insert or update records in the target system via its respective APIs, ensuring idempotency where possible.

Error Handling & Monitoring: Implement robust error handling (retries, dead-letter queues, alerts) and provide centralized monitoring dashboards for visibility.

Bi-directional Updates: Propagate status updates, IDs, or other relevant information back to the source system as needed.

Data Touchpoints

SAP Business ByDesign: Sales Order, Customer, Product, Supplier Invoice, Payment, Employee, Project, Inventory, General Ledger Entry, Purchase Order.
Epicor: Customer, SalesOrder, Part (Product), Supplier, PurchaseOrder, Invoice (AR Invoice), JobHead (Production Order), LaborDtl, GLAccount.

"A central iPaaS platform orchestrates data flow. SAP Business ByDesign (ERP, Accounting, CRM, SCM) connects to the iPaaS via OData/SOAP APIs. Epicor (Operational ERP, Manufacturing, Distribution) connects to the iPaaS via RESTful APIs. Data flows bi-directionally for master data (Customer, Product, Supplier) and uni-directionally for transactional data (e.g., Sales Orders from ByDesign to Epicor, GL entries from Epicor to ByDesign). External systems (e.g., eCommerce, CRM, HRIS, Payment Gateways) also connect to the iPaaS, enabling a truly unified enterprise landscape."

Pricing

Simple, transparent pricing for SAP Business ByDesign + Epicor.

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 SAP Business ByDesign

Integrating SAP Business ByDesign 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 & AI-Assisted Data Mapping for SAP Business ByDesign & Epicor

Seamless integration relies on precise mapping and harmonization of core business entities. Our iPaaS provides a visual canvas for mapping fields between SAP Business ByDesign and Epicor, augmented by AI to suggest optimal transformations and validate data, ensuring data quality and process accuracy.

Customer

Master data for business partners who purchase goods/services. Essential for sales, invoicing, and accounts receivable in ByDesign, and critical for sales, AR, and CRM integrations in Epicor.

SAP Business ByDesign Fields

ID Name Street City Country Email PhoneNumber AccountType

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

Mapping Notes

Ensure unique `CustID` (Epicor) maps consistently to `ID` (ByDesign). ByDesign distinguishes between 'Account' and 'Contact Person', requiring careful mapping of contact details. Epicor often uses `CustNum` internally. Deduplication logic is vital for new customer onboarding from external CRMs.

Next Steps

See SAP Business ByDesign + Epicor 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 Order-to-Cash Automation

Automate the complete sales order lifecycle from an eCommerce platform or CRM, flowing into SAP Business ByDesign for financial posting and then to Epicor for detailed fulfillment, inventory allocation, and shipment processing. Status updates are synchronized back.

Integration Steps:

  1. 0 New Order created in eCommerce/CRM
  2. 1 Order synced to SAP Business ByDesign (Sales Order, Customer, Product, Financials)
  3. 2 Sales Order (or relevant details) synced from ByDesign to Epicor (SalesOrder) for fulfillment
  4. 3 Epicor manages inventory allocation and shipment (ShipHead)
  5. 4 Shipment status from Epicor updates ByDesign
  6. 5 Invoice generated in ByDesign, Payment acknowledged from external gateways into ByDesign and potentially Epicor AR

Business Outcome

Faster order processing, reduced fulfillment errors, accurate inventory visibility, quicker 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.

Boost Operational Efficiency
Automate routine data entry and manual reconciliation tasks, drastically reducing human error and freeing up your team to focus on strategic initiatives. Accelerate critical business cycles.
Gain Real-time Visibility
Achieve a unified, up-to-the-minute view of financial performance, inventory levels, sales orders, and production status across both SAP Business ByDesign and Epicor for informed decision-making.
Ensure Data Accuracy & Consistency
Eliminate data silos and ensure harmonized customer, product, and financial data across all connected systems, reducing discrepancies and improving data quality.
Accelerate Time-to-Market
Streamline the flow of product information from Epicor (e.g., new parts, inventory) to SAP Business ByDesign and sales channels, enabling quicker product launches and accurate availability.
Enhance Customer & Supplier Experience
Provide accurate order statuses, real-time inventory availability, and faster invoice processing, leading to improved satisfaction for both customers and suppliers.
Reduce IT Burden & Costs
Leverage low-code tools to empower business users, minimize custom development, and lower ongoing maintenance costs compared to complex point-to-point integrations.
Future-Proof Scalability
A flexible, API-first iPaaS architecture easily adapts to new business requirements, scales seamlessly with transaction volumes, and integrates new systems as your enterprise grows.
✨

Boost Operational Efficiency

80% Reduction in manual data entry

📋 What You Get

Automate routine data entry and manual reconciliation tasks, drastically reducing human error and freeing up your team to focus on strategic initiatives. Accelerate critical business cycles.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in manual data entry, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with SAP Business ByDesign + Epicor 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 SAP Business ByDesign and Epicor, 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 SAP Business ByDesign + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST, GET, PATCH /sap/byd/odata/v1/cust/SalesOrderCollection Create, retrieve, and update sales orders for eCommerce or CRM integration.
POST, GET, PATCH /sap/byd/odata/v1/cust/CustomerCollection Manage customer master data, including creation and updates from CRM or web forms.
GET, PATCH /sap/byd/odata/v1/cust/ProductCollection Retrieve product master data and update stock levels or pricing from external systems.
POST, GET /sap/byd/odata/v1/cust/SupplierInvoiceCollection Create and retrieve supplier invoices for automated procure-to-pay processes.
POST /sap/byd/odata/v1/cust/PaymentAcknowledgementCollection Acknowledge incoming payments from external payment gateways for reconciliation.

⚡ Transformation Logic

  • Schema Normalization: Standardize disparate data models (e.g., Epicor's Part schema to ByDesign's Product schema).
  • Data Type Conversion: Convert data types (e.g., string to integer, date format adjustments) as required by target systems.
  • Value Mapping: Translate specific codes or values (e.g., 'EA' to 'Each', 'USD' to '$') between systems.
  • Data Enrichment: Augment data with additional information from reference tables or other systems (e.g., add customer segment based on sales volume).
  • Conditional Logic: Apply transformations based on specific conditions (e.g., if product category is 'FG', set inventory managed to 'True').
  • Aggregation/Splitting: Combine multiple source fields into one target field or split one source field into multiple target fields (e.g., full address to street, city, state).

🛡️ Error Handling

  • API rate limit exceeded for SAP ByDesign or Epicor.
  • Data validation failure (e.g., invalid product ID, missing required field).
  • Authentication token expiry or invalid credentials.
  • Network connectivity issues between iPaaS and ERPs.
  • Duplicate record creation attempts.
  • Business logic errors during data transformation.
Pricing

Simple, transparent pricing for SAP Business ByDesign + Epicor.

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
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What is the primary benefit of integrating SAP Business ByDesign and Epicor?
The primary benefit is achieving unified financial and operational visibility, streamlining end-to-end business processes (like order-to-cash and procure-to-pay), eliminating data silos, and significantly reducing manual data entry and errors across your enterprise. It creates a single source of truth for critical business data.

Data Management FAQs

▸ How does this integration handle master data like Customers and Products?
Our solution provides robust bi-directional synchronization for master data. We establish a 'system of record' for each entity (e.g., Epicor for product master, ByDesign for core customer financials) and use advanced iPaaS mapping and AI-driven validation to ensure data consistency and accuracy across both SAP ByDesign and Epicor, preventing duplicates and discrepancies.

Use Cases FAQs

▸ Can I automate manufacturing workflows between Epicor and SAP Business ByDesign?
Absolutely. You can automate critical manufacturing workflows. For instance, production orders (JobHead) from Epicor can trigger financial postings or project cost tracking in ByDesign (Project), or inventory updates from Epicor (Part, OnHandQty) can reflect in ByDesign for sales order promising and financial valuation. Status updates (e.g., JobCompleted) can also be synchronized.

Technology FAQs

▸ What role does an iPaaS play in this integration?
An iPaaS (Integration Platform as a Service) is central to this integration. It provides the pre-built connectors, visual mapping tools, powerful data transformation capabilities, workflow orchestration, robust error handling, and centralized monitoring dashboards needed to efficiently build, deploy, and manage a scalable, secure integration between SAP ByDesign and Epicor.

AI Features FAQs

▸ How does AI enhance the SAP ByDesign and Epicor integration?
AI significantly enhances integration by offering intelligent data mapping suggestions, detecting anomalies in transactions (e.g., mismatched invoices, unusual inventory movements), automating exception handling, and even suggesting resolutions for common data validation errors. This leads to higher data quality, reduced manual effort, and proactive problem-solving.

Security FAQs

▸ What are the security considerations for connecting these two ERPs?
Key security measures include using OAuth 2.0 or token-based authentication with strict access controls, enforcing HTTPS/TLS 1.2+ for all data in transit, implementing least-privilege access for dedicated integration accounts, IP whitelisting, and maintaining comprehensive audit trails for all data exchanges. Secure credential management and compliance with data privacy regulations are also paramount.

Customization FAQs

▸ Is it possible to integrate custom fields and objects?
Yes, absolutely. Our iPaaS allows for seamless mapping and synchronization of custom fields and even custom objects defined within both SAP Business ByDesign and Epicor. The visual mapping canvas makes it easy to incorporate these extensions into your integration flows, ensuring all unique business data is integrated.

Performance FAQs

▸ How does the integration handle API rate limits and high transaction volumes?
The iPaaS employs intelligent strategies to manage API rate limits and high transaction volumes. This includes intelligent batching of records into single API calls, message queuing to smooth out traffic spikes, exponential backoff for retries, and parallel processing of independent integration flows. For very high volumes, event-driven architecture and bulk data transfer methods are utilized to optimize performance and prevent throttling.
Implementation Timeline

Go live with SAP Business ByDesign + Epicor 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 SAP Business ByDesign and Epicor, 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 SAP Business ByDesign + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Pricing

Simple, transparent pricing for SAP Business ByDesign + Epicor.

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
Next Steps

See SAP Business ByDesign + Epicor 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