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Connect™

Unify SAP Business One & Epicor: Real-time ERP Integration

Break down data silos, automate workflows, and empower your business with a smart, low-code integration platform.

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The Challenge

The Challenge: Disconnected ERPs Lead to Operational Chaos

Operating with SAP Business One and Epicor as separate, unintegrated systems creates significant operational hurdles. Manual data transfers, inconsistent information, and delayed processes hinder efficiency, impact decision-making, and ultimately affect profitability.

  • Manual data entry leading to errors and delays between systems.
  • Inconsistent customer, product, and inventory data across ERPs.
  • Slow order fulfillment cycles due to fragmented information.
  • Lack of real-time visibility into financial health and operational performance.
  • Compliance risks from unharmonized data and audit trails.
  • High IT overhead for custom, brittle point-to-point integrations.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Integration for SAP Business One & Epicor

Our advanced iPaaS (Integration Platform as a Service) provides a comprehensive, low-code, and AI-enhanced solution to seamlessly connect SAP Business One and Epicor. By orchestrating data flows in real-time, we eliminate manual processes, ensure data consistency, and unlock the full potential of both ERP systems.

  • Pre-built Connectors for SAP Business One (Service Layer) and Epicor (REST API)
  • Visual Drag-and-Drop Workflow Designer
  • Real-time Event-Driven Architecture
  • AI-Powered Data Mapping and Validation
  • Robust Error Handling and Monitoring
Implementation Timeline

Go live with SAP Business One + 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 One 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 One + 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

  • Pre-built Connectors for SAP Business One (Service Layer) and Epicor (REST API)
  • Visual Drag-and-Drop Workflow Designer
  • Real-time Event-Driven Architecture
  • AI-Powered Data Mapping and Validation
  • Robust Error Handling and Monitoring
  • Scalable Cloud-Native Infrastructure
  • Comprehensive Security and Compliance

Technical Integration Details: Connecting SAP Business One & Epicor

Our iPaaS provides a robust, secure, and scalable framework for integrating SAP Business One and Epicor. Leveraging their respective modern APIs, we facilitate seamless data exchange and workflow orchestration, ensuring high performance and data integrity.

Data Flow Steps

1. Connectivity Establishment: Securely connect to SAP Business One's Service Layer API and Epicor's REST APIs using dedicated connectors and robust authentication mechanisms (session-based for SAP B1, OAuth 2.0/token-based for Epicor).

2. Event & Trigger Configuration: Define event listeners (e.g., webhooks from SAP B1 Service Layer or Epicor BPM triggers) or scheduled polls to detect changes and initiate workflows.

3. Data Extraction & Transformation: Extract relevant data from the source system, then transform it using the iPaaS's visual mapping canvas and AI-assisted tools to match the target system's schema and apply business logic.

4. Data Loading & Validation: Load the transformed data into the target system via its APIs, with built-in validation rules and error handling to ensure data quality.

5. Error Handling & Monitoring: Implement comprehensive error handling (retries, dead-letter queues, alerts) and continuous monitoring to ensure integration health and performance.

6. Workflow Orchestration: Design complex, multi-step workflows that can involve conditional logic, parallel processing, and interactions with other systems as needed.

Data Touchpoints

SAP Business One: Business Partner, Item Master Data, Sales Order, Purchase Order, A/R Invoice, Incoming Payment, Goods Receipt PO, Journal Entry, Production Order, Price List, Warehouses
Epicor: Customer, SalesOrder, Part, Supplier, PurchaseOrder, Invoice (AR), JobHead (Production Order), LaborDtl, ShipVia, GLAccount

"iPaaS acts as the central hub. Data flows from System A (SAP Business One) or System B (Epicor) via API/Webhooks to iPaaS. iPaaS transforms data (AI-assisted mapping, business logic), then sends to the target system (System B or System A) via API. Error handling, logging, and monitoring are managed by iPaaS."

Pricing

Simple, transparent pricing for SAP Business One + 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 One

Integrating SAP Business One 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 Data Mapping

Effective integration hinges on precise data mapping between SAP Business One and Epicor's core entities. Our iPaaS provides an intuitive visual mapping canvas, enhanced by AI, to simplify this complex process and ensure data accuracy.

Customer (Epicor) / Business Partner (SAP Business One - Customer Type)

Synchronizes customer master data, including billing, shipping, and contact information, ensuring a unified customer view across sales and finance.

SAP Business One Fields

CardCode CardName CardType (Customer) Address Phone Email FederalTaxID ContactPersons

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

Mapping Notes

Crucial to establish a unique cross-reference ID (e.g., Epicor CustID mapped to a custom field in SAP B1 Business Partner or vice-versa). Handle nested address and contact person objects. Ensure `CardType` is correctly set to 'Customer' in SAP B1. Deduplication logic is essential.

Next Steps

See SAP Business One + 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.

eCommerce Order-to-Cash & Fulfillment Sync

Automate the entire sales order lifecycle. Orders placed on your eCommerce platform are instantly transferred to SAP Business One for initial processing (customer, financials), then seamlessly to Epicor for detailed fulfillment, inventory allocation, and shipment processing. Updates flow back to SAP B1 for invoicing and payment reconciliation, and finally to the eCommerce platform for customer notifications.

Integration Steps:

  1. 0 eCommerce Order Creation: New order captured with customer and item details.
  2. 1 SAP B1 Sales Order Creation: iPaaS creates Sales Order & updates Business Partner in SAP B1.
  3. 2 Epicor Sales Order & Inventory Allocation: iPaaS transforms SAP B1 Sales Order into Epicor SalesOrder, allocating Part inventory.
  4. 3 Epicor Fulfillment & Shipment: Epicor manages picking, packing, and shipment (ShipHead).
  5. 4 SAP B1 Delivery & Invoice: Shipment data from Epicor triggers Goods Delivery and A/R Invoice creation in SAP B1.
  6. 5 Payment & Cash Receipt: Payment from gateway recorded in SAP B1 (Incoming Payment), then synchronized to Epicor (CashReceipt).
  7. 6 Status Updates: Order status updates from Epicor and SAP B1 synchronize back to the eCommerce platform.

Business Outcome

Accelerated order processing, real-time inventory accuracy, reduced order errors, improved customer satisfaction, faster cash flow.

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 Operational Visibility
Gain an immediate, unified view of sales, inventory, and financial data across both SAP Business One and Epicor, enabling faster, more informed decision-making.
Boosted Efficiency & Automation
Eliminate manual data entry and redundant tasks, automating critical workflows like order-to-cash and procure-to-pay, freeing up staff for strategic initiatives.
Enhanced Data Accuracy & Consistency
Ensure a single source of truth for all master data (customer, product, vendor) and transactions, minimizing errors and improving data integrity across your ERP landscape.
Accelerated Business Processes
Speed up critical cycles like order fulfillment, invoice processing, and financial close by enabling seamless, instantaneous data flow between systems.
Reduced IT Burden & Cost
Leverage low-code capabilities to empower business users, reduce reliance on specialized developers, and lower the total cost of ownership for integrations.
Scalability for Growth
Our cloud-native iPaaS solution scales effortlessly with your business, supporting increased transaction volumes and additional integrations without compromising performance.
✨

Real-time Operational Visibility

30% Faster Decision Cycles

📋 What You Get

Gain an immediate, unified view of sales, inventory, and financial data across both SAP Business One and Epicor, enabling faster, more informed decision-making.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Decision Cycles, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with SAP Business One + 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 One 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 One + 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, DELETE /b1s/v1/BusinessPartners Create, retrieve, update, and delete customers, vendors, and leads. Essential for master data synchronization with Epicor's Customer and Supplier entities.
POST, GET, PATCH /b1s/v1/Orders Manage Sales Orders. Used for creating orders originating from Epicor or eCommerce platforms flowing into SAP B1.
POST, GET, PATCH /b1s/v1/Items Manage Item Master Data. Critical for product catalog and inventory synchronization with Epicor's Part entity.
POST, GET, PATCH /b1s/v1/PurchaseOrders Manage Purchase Orders. Used for synchronizing procurement activities between the two ERPs.
POST, GET, PATCH /b1s/v1/Invoices Manage A/R Invoices. Used for financial reconciliation and order-to-cash processes.
POST, GET /b1s/v1/IncomingPayments Record customer payments. Essential for payment processing and financial reconciliation with Epicor Cash Receipts.
POST, GET /b1s/v1/JournalEntries Create and retrieve General Ledger Journal Entries. Used for direct financial postings and consolidations from Epicor.
POST, GET, PATCH /b1s/v1/ProductionOrders Manage Production Orders. Used for synchronizing manufacturing plans or statuses with Epicor's JobHead.

⚡ Transformation Logic

  • Field-Level Mapping: Direct mapping of fields (e.g., SAP B1 `CardName` to Epicor `Name`).
  • Data Type Conversion: Automatic or configured conversion of data types (e.g., string to integer, date format changes).
  • Conditional Logic: Apply transformations based on specific conditions (e.g., if `ItemType` is 'Service', map to Epicor `TypeCode` 'Svc').
  • Lookup Tables: Translate codes or values using internal or external lookup tables (e.g., SAP B1 `UoMGroup` to Epicor `UOM`).
  • Concatenation/Splitting: Combine multiple source fields into one target field or split one source field into multiple (e.g., full address splitting).
  • Default Values: Assign default values if a source field is empty or not applicable.
  • Aggregation/Disaggregation: Summing up line item totals or breaking down composite data.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS automatically retries with exponential backoff.
  • Invalid Data Format: AI flags and suggests corrections, or routes to DLQ.
  • Required Field Missing: Workflow identifies and alerts, potentially using default values.
  • Record Not Found (e.g., Item): Workflow can attempt to create the record or route for manual review.
  • Network Connectivity Issues: iPaaS retries until connection is re-established.
  • Duplicate Record Creation: Idempotency checks and unique key validation prevent duplicates.
Pricing

Simple, transparent pricing for SAP Business One + 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

▸ Why should I integrate SAP Business One and Epicor?
Integrating SAP Business One and Epicor eliminates data silos, automates critical business processes (like order-to-cash or procure-to-pay), ensures data consistency across your ERPs, and provides real-time operational visibility. This leads to increased efficiency, reduced errors, faster decision-making, and significant cost savings.

Data & Entities FAQs

▸ What kind of data can be synchronized between SAP Business One and Epicor?
You can synchronize a wide range of data, including: Customer/Business Partner master data, Sales Orders, Item Master Data/Parts (including inventory levels), Purchase Orders, A/R Invoices, Incoming Payments/Cash Receipts, and even Production Order statuses. The integration can be customized to include any entity accessible via their respective APIs.

Technical FAQs

▸ How does your iPaaS handle data mapping complexity between these two ERPs?
Our iPaaS features a visual, drag-and-drop mapping canvas that simplifies complex data transformations. It's enhanced by AI-driven suggestions that analyze schemas and recommend optimal field mappings. This significantly reduces manual effort and ensures accurate data translation, even for custom fields or complex nested structures.
▸ Is real-time synchronization possible for SAP Business One and Epicor?
Yes, real-time data synchronization is fully supported and recommended for critical workflows. Our iPaaS leverages SAP Business One's Service Layer (including potential webhooks) and Epicor's REST APIs (often triggered by Epicor's BPM engine or custom events) to enable event-driven data flows, ensuring immediate updates between systems.

Security FAQs

▸ What are the security measures in place for this integration?
Security is paramount. We implement end-to-end TLS 1.2+ encryption for all data in transit, and data at rest is secured with AES-256 encryption. Authentication uses OAuth 2.0 (for Epicor) and secure session management (for SAP B1), with least-privilege access for integration users. Credentials are stored in an encrypted vault, and comprehensive audit trails are maintained.

Low-Code/No-Code FAQs

▸ Can business users manage these integrations, or is IT involvement always required?
Our low-code/no-code iPaaS platform empowers business users and citizen integrators to design, build, and manage many integration workflows without extensive coding. While IT oversight is always recommended for governance and complex scenarios, the intuitive visual interface significantly reduces reliance on specialized developers, accelerating agility.

Error Handling FAQs

▸ How are errors and data discrepancies handled during the integration?
Our solution employs a robust multi-tiered error handling strategy. This includes pre-validation, automated retries with exponential backoff for transient errors, dead-letter queues for unrecoverable messages, and configurable alerts. AI-driven anomaly detection can also proactively identify and suggest fixes for common data validation issues.

Customization FAQs

▸ How does this integration support customization in SAP Business One and Epicor?
Our iPaaS is highly flexible and supports custom fields (UDFs in SAP B1, UD fields in Epicor), custom objects, and bespoke business logic. You can easily map and synchronize these custom elements, and extend workflows with custom scripts or conditional logic using the low-code visual designer. Dedicated sandbox environments allow for thorough testing of all customizations.
Implementation Timeline

Go live with SAP Business One + 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 One 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 One + 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 One + 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 One + 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