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Unify Your ERP Ecosystem: SAP Business ByDesign & Epicor E9 Integration

Bridge the gap between your cloud-native SAP Business ByDesign and robust Epicor E9 systems. Achieve real-time data flow, automate critical workflows, and gain a holistic view of your enterprise operations.

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The Challenge

The Challenge: Disconnected ERPs & Operational Silos

Running SAP Business ByDesign and Epicor E9 in parallel, whether across different subsidiaries, departments, or for specialized functions, often leads to significant operational inefficiencies and data inconsistencies. Without a robust integration strategy, your organization faces critical challenges that hinder growth and agility.

  • Manual data entry and reconciliation between ByDesign and E9.
  • Delayed or inaccurate financial reporting due to fragmented data.
  • Inconsistent customer and product master data across systems.
  • Inefficient order fulfillment and procurement processes.
  • Lack of real-time inventory visibility impacting sales and production.
  • High operational costs associated with redundant tasks and error correction.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Integration for SAP ByDesign & Epicor E9

Our iPaaS-driven integration solution provides a comprehensive framework to seamlessly connect SAP Business ByDesign and Epicor E9. By leveraging robust connectors, visual workflow design, and AI-powered automation, we transform your disconnected ERP landscape into a cohesive, intelligent ecosystem.

  • Bi-directional data synchronization for key entities.
  • Event-driven architecture for real-time updates.
  • Pre-built and customizable connectors for both ERPs.
  • Centralized monitoring and error handling.
  • Scalable infrastructure for high-volume transactions.
Implementation Timeline

Go live with SAP Business ByDesign + 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 SAP Business ByDesign 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 SAP Business ByDesign + 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

  • Bi-directional data synchronization for key entities.
  • Event-driven architecture for real-time updates.
  • Pre-built and customizable connectors for both ERPs.
  • Centralized monitoring and error handling.
  • Scalable infrastructure for high-volume transactions.
  • Comprehensive data transformation and validation rules.
  • Low-code/no-code workflow builder.

Technical Integration Details: Connecting SAP ByDesign & Epicor E9

This integration leverages a modern iPaaS to provide a flexible, scalable, and secure bridge between SAP Business ByDesign's cloud-native OData/SOAP services and Epicor E9's Service Connect or custom API endpoints. The architecture emphasizes event-driven processing and robust data harmonization to ensure optimal performance and data integrity.

Data Flow Steps

Connectors & Authentication: Securely connect to both ERPs using dedicated iPaaS connectors configured with appropriate authentication (OAuth 2.0 for ByDesign, service accounts/API keys for E9).

Event Listener/Polling: Configure event listeners (webhooks where available) or scheduled polling mechanisms within the iPaaS to detect changes in source systems (e.g., new Sales Order in ByDesign, Inventory update in E9).

Data Extraction: Extract relevant data entities from the source ERP via its APIs, applying filters to retrieve only necessary records.

Data Transformation & Mapping: Utilize the iPaaS's visual mapping canvas to transform and harmonize data schemas from the source system to the target system. This includes data type conversions, lookups, aggregations, and conditional logic.

Data Validation: Implement pre-posting validation rules within the iPaaS to ensure data conforms to the target ERP's requirements, preventing errors and ensuring data quality.

Data Loading: Push the transformed and validated data to the target ERP using its respective API endpoints (e.g., POST to E9 SalesOrder API, PATCH to ByDesign Product Collection).

Error Handling & Monitoring: Implement comprehensive error handling (retries, dead-letter queues, alerts) and monitor integration performance via centralized dashboards.

Logging & Audit Trails: Maintain detailed logs of all transactions, transformations, and API calls for auditability and troubleshooting.

Data Touchpoints

SAP Business ByDesign: Sales Order, Customer, Product, Supplier Invoice, Payment, Employee, Project, Inventory, Purchase Order, General Ledger Entry.
Epicor E9: Customer, Sales Order, Part / Product, Inventory, Purchase Order (PO), Invoice (AR/AP), Payment, General Ledger (GL) Entry, Vendor / Supplier, Shipment, Employee.

"iPaaS acts as the central orchestrator. Events or scheduled checks trigger data extraction from Source ERP (SAP ByDesign or Epicor E9). Data flows into iPaaS, undergoes transformation, validation, and enrichment. iPaaS then pushes the processed data to the Target ERP (Epicor E9 or SAP ByDesign). Error handling and monitoring are continuous throughout the flow."

Pricing

Simple, transparent pricing for SAP Business ByDesign + 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 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 & Intelligent Mapping between SAP ByDesign and Epicor E9

Seamless integration hinges on accurate mapping and synchronization of core business entities. Our iPaaS provides granular control over field-level mapping, leveraging AI-assistance to streamline the process and handle complex transformations.

Customer

Master data for business partners. Essential for sales, invoicing, and accounts receivable in both ERPs.

SAP Business ByDesign Fields

ID Name Street City Country Email PhoneNumber AccountType SoldToPartyID ShipToPartyID

Epicor E9 Fields

CustNum (PK) Name Address1 City State Zip Country PhoneNum EmailAddress TermsCode CreditLimit SalesRepCode ShipToNum

Mapping Notes

Requires careful harmonization of address formats and unique identifiers. ByDesign distinguishes 'Account' and 'Contact Person', while E9 uses 'Customer' and 'ShipTo' addresses. Deduplication logic is crucial. Consider a 'Master Customer ID' for cross-system reference.

Next Steps

See SAP Business ByDesign + 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.

End-to-End Order-to-Cash Automation

Automate the entire sales order lifecycle, from capturing orders in SAP ByDesign (e.g., from an eCommerce platform) to fulfilling them via Epicor E9's manufacturing/distribution capabilities, and then posting financials back to ByDesign.

Integration Steps:

  1. 0 Order Capture (ByDesign): New Sales Order created in SAP ByDesign, often originating from an integrated eCommerce platform or CRM. Customer and Product data are validated against ByDesign master data.
  2. 1 Order Sync (ByDesign to E9): iPaaS captures the new Sales Order and associated Customer details from ByDesign via OData services. It transforms the data to match Epicor E9's schema and creates the Sales Order in E9 using its SalesOrder API, ensuring consistent customer and product references.
  3. 2 Fulfillment & Inventory (E9): Epicor E9 processes the order, allocates inventory, and initiates manufacturing or fulfillment. Inventory levels in E9 are updated (PartTran).
  4. 3 Shipment & Inventory Sync (E9 to ByDesign): Upon shipment in E9, the iPaaS captures Shipment details (PackNum, TrackingNum) and updated Inventory levels (OnHandQty, AvailableQty). This information is synchronized back to ByDesign to update relevant Sales Orders and Inventory entities.
  5. 4 Invoicing & Payment (E9 to ByDesign): Epicor E9 generates the Customer Invoice. The iPaaS extracts this invoice and posts it to SAP ByDesign's Invoice entity, ensuring consolidated Accounts Receivable management. Customer payments processed in ByDesign are then acknowledged in E9 for reconciliation.
  6. 5 Financial Posting (ByDesign): All relevant financial transactions are automatically posted to SAP ByDesign's General Ledger for accurate financial reporting.

Business Outcome

Reduced order processing time from days to minutes, improved order accuracy, real-time inventory visibility, accelerated cash flow, and unified customer view.

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 manual data entry and reconciliation tasks between SAP ByDesign and Epicor E9, freeing up valuable employee time for strategic activities.
Ensure Data Accuracy & Consistency
Achieve a single source of truth for critical business entities like Customers, Products, and Inventory, eliminating discrepancies and improving data quality across both ERPs.
Accelerate Business Cycles
Streamline Order-to-Cash, Procure-to-Pay, and financial close processes with real-time data synchronization and automated workflows.
Gain Unified Business Insights
Consolidate financial and operational data from both SAP ByDesign and Epicor E9 into a unified view for comprehensive reporting and data-driven decision-making.
Reduce IT Burden & Costs
Leverage low-code/no-code tools to empower business users and reduce reliance on specialized developers, lowering development and maintenance costs.
Enhance System Resiliency
Implement robust error handling, monitoring, and AI-driven anomaly detection to ensure integration stability and minimize downtime.
✨

Boost Operational Efficiency

80% Reduction in manual data entry

📋 What You Get

Automate manual data entry and reconciliation tasks between SAP ByDesign and Epicor E9, freeing up valuable employee time for strategic activities.

💼 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.

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 (e.g., from eCommerce to ByDesign, or ByDesign status updates to E9).
POST, GET, PATCH /sap/byd/odata/v1/cust/CustomerCollection Manage customer master data (creation/updates from CRM, or sync with E9).
GET, PATCH /sap/byd/odata/v1/cust/ProductCollection Retrieve product master data, and update stock/pricing (e.g., from E9 to ByDesign).
POST, GET /sap/byd/odata/v1/cust/SupplierInvoiceCollection Create and retrieve supplier invoices (e.g., from E9 after 3-way match).
POST /sap/byd/odata/v1/cust/PaymentAcknowledgementCollection Acknowledge incoming payments (e.g., from payment gateways or E9).

⚡ Transformation Logic

  • Field-level Mapping: Direct mapping of fields (e.g., ByDesign.Customer.Name to E9.Customer.Name).
  • Data Type Conversion: Automatic conversion of data types (e.g., string to integer, date format changes).
  • Lookup & Reference Data: Using lookup tables to translate codes (e.g., ByDesign.CountryCode to E9.CountryCode) or retrieve related master data (e.g., look up ByDesign Product ID to get E9 PartNum).
  • Conditional Logic: Applying rules based on data values (e.g., if ByDesign.SalesOrder.TotalAmount > 1000, then apply discount in E9).
  • Concatenation/Splitting: Combining or splitting data fields (e.g., combining FirstName, LastName into FullName).
  • Default Values: Assigning default values if source data is missing or null.
  • Mathematical Operations: Performing calculations (e.g., currency conversion, quantity adjustments).

🛡️ Error Handling

  • Transient API Errors: Network issues, temporary service unavailability. Handled by automated retries.
  • Data Validation Errors: Missing mandatory fields, incorrect data types, invalid lookup values. Messages routed to dead-letter queue for review, potentially AI-auto-resolved.
  • Authentication Errors: Expired tokens, incorrect credentials. Triggers immediate alerts.
  • Rate Limit Exceeded: Too many API calls in a short period. Handled by queuing, batching, and exponential backoff.
  • Business Logic Errors: Mismatched pricing, incorrect product configuration. Requires business user intervention, flagged by AI anomaly detection.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why integrate SAP Business ByDesign with Epicor E9?
Integrating ByDesign and E9 is crucial for organizations running both ERPs for different business units or specialized functions. It eliminates data silos, automates workflows (like Order-to-Cash, Procure-to-Pay), ensures master data consistency (Customer, Product, Inventory), and provides a unified view for financial reporting, driving efficiency and informed decision-making.

Technical FAQs

▸ What are the common entities synchronized between ByDesign and E9?
Key entities include Customer, Sales Order, Product/Part, Inventory, Purchase Order, Invoice (AR/AP), Payment, and Employee. Synchronization often involves complex mapping to ensure data consistency and integrity across both ERPs' distinct data models.
▸ What is the best approach for real-time data synchronization?
For real-time synchronization, an event-driven architecture (EDA) is recommended. This involves configuring webhooks in ByDesign or using Service Connect/database triggers in E9 to notify the iPaaS of changes immediately. The iPaaS then processes and synchronizes the data in near real-time, reducing latency compared to scheduled batch polling.

Technology FAQs

▸ How does an iPaaS facilitate this integration?
An iPaaS (Integration Platform as a Service) acts as middleware, providing pre-built connectors for both ByDesign and E9, a visual low-code environment for workflow design, robust data transformation capabilities, AI-assisted mapping, and centralized monitoring and error handling. It abstracts API complexities and ensures scalable, secure, and event-driven data flow.
▸ Can I use low-code/no-code tools for ByDesign-E9 integrations?
Absolutely. Modern iPaaS platforms offer low-code/no-code visual designers that empower business analysts and citizen integrators to build, modify, and deploy complex integration workflows for ByDesign and E9 using drag-and-drop components, significantly accelerating development and reducing reliance on specialized developers.
▸ How does AI enhance the ByDesign-E9 integration process?
AI significantly improves integration by suggesting intelligent field mappings, detecting anomalies in data (e.g., suspicious transactions, inconsistencies), automating error resolution for common issues, and providing predictive insights into integration performance. This reduces manual effort and improves data quality and reliability.

Security FAQs

▸ What are the security considerations for integrating cloud-based ByDesign with Epicor E9?
Security is paramount. This includes using OAuth 2.0 for ByDesign APIs, strong service account authentication for E9, IP whitelisting, end-to-end data encryption (TLS 1.2+), data masking for sensitive information, and comprehensive audit trails. The iPaaS ensures compliance with standards like GDPR, PCI DSS, and SOC 2.

Customization FAQs

▸ How do you handle custom fields and complex business logic?
The iPaaS supports custom fields (KUT fields in ByDesign, UD fields in E9) by allowing them to be mapped and transformed. Complex business logic can be implemented using the iPaaS's visual rules engine, conditional logic, and advanced scripting capabilities, ensuring that unique business requirements are met without extensive custom coding in either ERP.
Pricing

Simple, transparent pricing for SAP Business ByDesign + 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 SAP Business ByDesign + 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