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Connect™

Unify SAP Business One & Epicor E9: Drive Real-time Operational Excellence

Break down ERP silos with an intelligent iPaaS. Automate order-to-cash, synchronize inventory, and streamline financial processes between SAP B1 and Epicor E9 for unparalleled efficiency and data accuracy.

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The Challenge

The Challenge of Disconnected ERPs: SAP Business One & Epicor E9

Operating with two distinct ERP systems like SAP Business One and Epicor E9, often due to historical acquisitions, departmental specialization, or legacy infrastructure, introduces significant operational hurdles. These systems, while powerful individually, create data silos when not integrated, leading to inefficiencies, inaccuracies, and a fragmented view of your business.

  • Manual data entry between systems for orders, customers, and inventory.
  • Delayed or inconsistent data leading to poor decision-making.
  • Complex and time-consuming reconciliation processes for financial reporting.
  • Lack of real-time visibility into cross-ERP business processes.
  • Increased operational costs due to redundant efforts and error correction.
  • Difficulty in maintaining a single, accurate master data record across the enterprise.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect SAP Business One & Epicor E9 with an Intelligent iPaaS

Our intelligent iPaaS solution acts as the central nervous system, orchestrating flawless data exchange and workflow automation between SAP Business One and Epicor E9. By abstracting complexity and leveraging advanced capabilities, we empower your organization to achieve a truly unified ERP environment, driving efficiency and accuracy across all operations.

  • Real-time, bi-directional data synchronization for critical entities.
  • Low-code/no-code visual workflow designer for rapid development.
  • AI-powered data mapping and anomaly detection.
  • Robust error handling with automated retry mechanisms and alerts.
  • Scalable architecture to support high transaction volumes.
Implementation Timeline

Go live with SAP Business One + 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 One 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 One + 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

  • Real-time, bi-directional data synchronization for critical entities.
  • Low-code/no-code visual workflow designer for rapid development.
  • AI-powered data mapping and anomaly detection.
  • Robust error handling with automated retry mechanisms and alerts.
  • Scalable architecture to support high transaction volumes.
  • Comprehensive monitoring and governance dashboards.

Technical Integration: Orchestrating Data Flows Between Your ERP Powerhouses

The integration between SAP Business One and Epicor E9 is facilitated by a robust iPaaS, acting as a secure and intelligent middleware. This architecture ensures reliable, scalable, and real-time data exchange, enabling complex workflow automation across both ERP environments.

Data Flow Steps

Event Detection/Polling: The iPaaS monitors SAP Business One's Service Layer (via webhooks or polling) and Epicor E9's APIs/Service Connect for relevant business events (e.g., new sales order, inventory change).

Data Extraction: Upon event detection, the iPaaS securely extracts the relevant data payload from the source ERP.

Canonical Data Transformation: The extracted data is transformed from the source system's schema into a predefined, standardized canonical data model within the iPaaS. This step normalizes data fields, handles unit of measure conversions, and resolves potential data type discrepancies.

Business Logic & Validation: The iPaaS applies configured business rules, conditional logic, and AI-driven validation checks to ensure data quality and adherence to enterprise policies before routing.

Target System Transformation: The canonical data is then transformed into the target system's specific API schema (e.g., from canonical 'Order' to Epicor E9 'Sales Order' object structure).

Data Ingestion: The iPaaS securely calls the target ERP's API endpoint (e.g., Epicor E9 `/api/v1/SalesOrder`) to create, update, or delete records.

Error Handling & Monitoring: Throughout the process, the iPaaS logs all transactions, handles errors with retries or dead-letter queues, and provides real-time monitoring and alerts to ensure integration health.

Data Touchpoints

Master Data: Business Partner (SAP B1) ↔ Customer/Vendor (Epicor E9)
Product Data: Item Master Data (SAP B1) ↔ Part / Product (Epicor E9)
Sales: Sales Order (SAP B1) ↔ Sales Order (Epicor E9)
Inventory: Inventory (SAP B1) ↔ Inventory (Epicor E9), Goods Receipt PO (SAP B1) ↔ PartTran (Epicor E9)
Procurement: Purchase Order (SAP B1) ↔ Purchase Order (Epicor E9)
Financials: A/R Invoice (SAP B1) ↔ Invoice (AR/AP) (Epicor E9), Incoming Payment (SAP B1) ↔ Payment (Epicor E9), Journal Entry (SAP B1) ↔ General Ledger Entry (Epicor E9)

"Source System (SAP B1 or Epicor E9) -> Event/Trigger -> iPaaS Connector -> Data Extraction -> Canonical Model Transformation -> Business Logic/Validation (AI-enhanced) -> Target System Transformation -> iPaaS Connector -> Target System (Epicor E9 or SAP B1) -> Acknowledge/Status Update."

Pricing

Simple, transparent pricing for SAP Business One + 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 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

Core Entities & Intelligent Data Mapping

Effective integration hinges on precise mapping of core business entities. Our iPaaS provides a visual, low-code mapping canvas, augmented by AI, to ensure accurate and consistent data flow between SAP Business One and Epicor E9, even for complex structures and custom fields.

Business Partner (SAP B1) / Customer (Epicor E9)

Central to CRM, sales, and financial processes in SAP B1, representing customers, vendors, and leads. Maps to Customer and Vendor entities in Epicor E9, crucial for sales, invoicing, and procurement.

SAP Business One Fields

CardCode (PK) CardName CardType (C=Customer, S=Vendor, L=Lead) Address (Street, City, State, Zip, Country) Phone Email Currency FederalTaxID ContactPersons (Name, Phone, Email)

Epicor E9 Fields

CustNum (PK) Name Address1, Address2, City, State, Zip, Country PhoneNum EmailAddress TermsCode CreditLimit SalesRepCode VendorNum (PK) Name Address1, Address2, City, State, Zip, Country PhoneNum EmailAddress TermsCode CurrencyCode

Mapping Notes

Requires careful mapping of CardType to Epicor's Customer/Vendor distinction. Address sub-objects in SAP B1 need flattening or re-structuring for Epicor E9's address fields. FederalTaxID is critical for deduplication and compliance.

Next Steps

See SAP Business One + 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.

eCommerce Order-to-Fulfillment Automation

Automate the entire sales order lifecycle from an eCommerce platform through SAP Business One for initial processing and then to Epicor E9 for advanced manufacturing, inventory management, and fulfillment, ensuring real-time status updates.

Integration Steps:

  1. 0 Order Capture: New sales order placed on an eCommerce platform.
  2. 1 SAP B1 Sales Order Creation: iPaaS captures the order, validates data, and creates a Sales Order in SAP Business One using the Service Layer `/b1s/v1/Orders` endpoint. This includes Item Master Data and Business Partner details.
  3. 2 Inventory & Product Sync: iPaaS ensures Item Master Data (SAP B1) and Part (Epicor E9) are synchronized, including pricing and UoM. Inventory levels are updated from SAP B1 to Epicor E9 for order allocation.
  4. 3 Epicor E9 Sales Order Creation: The SAP B1 Sales Order is transformed and created as a Sales Order in Epicor E9 via `/api/v1/SalesOrder`, initiating fulfillment processes.
  5. 4 Fulfillment & Shipment: Epicor E9 manages the production or picking/packing, updating Shipment status (PackNum).
  6. 5 Status & Tracking Update: iPaaS synchronizes Epicor E9 Shipment status and tracking information back to SAP B1 and the originating eCommerce platform.
  7. 6 Invoicing & Payment: Epicor E9 generates the A/R Invoice. iPaaS creates the corresponding A/R Invoice in SAP Business One via `/b1s/v1/Invoices` for financial reconciliation. Incoming payments processed in SAP B1 are also reflected.

Business Outcome

Reduced order processing time from days to minutes, 99% accuracy in order fulfillment, real-time inventory visibility preventing overselling, faster revenue recognition, and improved customer satisfaction with timely updates.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Unified Data Foundation
Achieve a single, consistent view of critical business data like customers, vendors, items, orders, and financials across SAP Business One and Epicor E9. Eliminate data silos and ensure accuracy for all stakeholders.
Accelerated Order-to-Cash Cycle
Automate the entire sales order lifecycle, from creation in SAP B1 (or an external source) to fulfillment in Epicor E9, and then invoicing and payment reconciliation. Speed up revenue recognition and improve cash flow.
Real-time Inventory Accuracy
Synchronize inventory levels and product master data between SAP B1 and Epicor E9 in real-time. Prevent overselling, optimize stock levels, and ensure accurate availability for sales and production planning.
Streamlined Financial Close
Automate the flow of financial transactions (invoices, payments, journal entries) between both ERPs. Reduce manual reconciliation effort and accelerate monthly/quarterly financial close processes with reliable, consolidated data.
Enhanced Operational Visibility
Gain a holistic, real-time view of your entire business operations. Monitor critical KPIs, track order statuses, and analyze financial performance across both ERP systems from a single pane of glass.
Reduced Manual Effort & Errors
Eliminate redundant data entry and manual reconciliation tasks. Automation minimizes human error, freeing up your teams to focus on strategic initiatives rather than repetitive administrative work.
Improved Customer & Vendor Management
Maintain consistent and up-to-date customer and vendor master data across SAP B1 and Epicor E9. Enhance customer service, streamline procurement, and build stronger supplier relationships.
✨

Unified Data Foundation

30-50% Reduction in data discrepancies

📋 What You Get

Achieve a single, consistent view of critical business data like customers, vendors, items, orders, and financials across SAP Business One and Epicor E9. Eliminate data silos and ensure accuracy for all stakeholders.

💼 Business Impact

This benefit directly contributes to 30-50% improvement in Reduction in data discrepancies, 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, DELETE /b1s/v1/BusinessPartners Manage customer, vendor, and lead master data. Essential for CRM, eCommerce, and procurement integrations.
POST, GET, PATCH /b1s/v1/Orders Create, retrieve, and update Sales Orders. Core for eCommerce and sales automation workflows.
POST, GET, PATCH /b1s/v1/Items Manage product master data, including inventory, pricing, and properties. Critical for eCommerce product catalog and inventory sync.
POST, GET, PATCH /b1s/v1/PurchaseOrders Create, retrieve, and update Purchase Orders. Key for procure-to-pay and supply chain integrations.
POST, GET, PATCH /b1s/v1/Invoices Manage A/R Invoices. Used in order-to-cash and financial reporting.
POST, GET /b1s/v1/IncomingPayments Record customer payments. Essential for payment processing and financial reconciliation.
POST, GET /b1s/v1/GoodsReceiptPO Records the receipt of goods from a vendor against a Purchase Order, updating inventory levels.
POST, GET /b1s/v1/JournalEntries Create and retrieve General Ledger Journal Entries. Used for direct financial postings and consolidations.

⚡ Transformation Logic

  • Unit of Measure (UoM) Conversion: Automatically convert quantities between SAP B1's and Epicor E9's UoM definitions (e.g., 'EA' to 'EACH', 'BOX' to 'BX').
  • Currency Conversion: Apply real-time or fixed exchange rates for multi-currency transactions, ensuring financial consistency.
  • Address Standardization: Normalize street names, city/state formats, and postal codes for consistent master data.
  • Conditional Field Mapping: Map fields based on specific conditions (e.g., if SAP B1 'CardType' is 'Customer', map to Epicor E9 'Customer.Name'; if 'Vendor', map to 'Vendor.Name').
  • Data Aggregation/Splitting: Combine multiple source fields into one target field, or split a source field into multiple target fields.
  • Default Value Assignment: Automatically populate mandatory fields in the target system if not provided by the source.
  • Lookup Table Translations: Translate codes or IDs (e.g., SAP B1 SalesPersonCode to Epicor E9 SalesRepID, or GL Account mapping).

🛡️ Error Handling

  • Item Not Found: If an item code from a SAP B1 Sales Order does not exist in Epicor E9, the iPaaS can either create a placeholder item, flag the order for manual review, or use AI to suggest a similar item.
  • Invalid Business Partner/Customer: If a customer ID is invalid or missing, the iPaaS can route the transaction to a 'create customer' workflow or hold it for data correction.
  • API Rate Limit Exceeded: The iPaaS automatically queues requests and retries with exponential backoff to avoid hitting ERP API limits.
  • Data Type Mismatch: Automatic type conversion (e.g., string to integer) or flagging for review if conversion is ambiguous.
  • Network Connectivity Issues: Automatic retries and circuit breaker patterns to handle temporary network outages.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ What is the best way to integrate SAP Business One with Epicor E9?
The most effective method is through a modern Integration Platform as a Service (iPaaS). An iPaaS provides pre-built connectors, a low-code visual designer for mapping and workflow orchestration, and robust error handling. It leverages SAP B1's Service Layer API and Epicor E9's APIs/Service Connect for secure, scalable, and often real-time data synchronization, abstracting much of the technical complexity.

Business Benefits FAQs

▸ What are the key benefits of integrating SAP Business One and Epicor E9?
Key benefits include achieving a single source of truth for business data, accelerating the order-to-cash and procure-to-pay cycles, ensuring real-time inventory accuracy, streamlining financial close processes, reducing manual data entry and errors, and gaining enhanced operational visibility across both ERPs. This leads to significant cost savings and improved decision-making.

Data Synchronization FAQs

▸ Can I synchronize customer, product, and inventory data between SAP B1 and Epicor E9 in real-time?
Yes, real-time data synchronization is entirely possible and highly recommended for these critical entities. By leveraging SAP Business One's Service Layer event capabilities (e.g., webhooks) and Epicor E9's APIs, an event-driven iPaaS can instantly propagate changes in Customer/Business Partner, Item Master Data/Part, and Inventory levels between the two systems, preventing discrepancies and enabling agile operations.

Customization & Logic FAQs

▸ How does an iPaaS handle custom fields and complex business logic for this integration?
A modern iPaaS provides a low-code visual mapping canvas to easily include and map custom fields (UDFs in SAP B1, UDTs in Epicor E9). For complex business logic, the platform offers a graphical rules engine and supports custom scripting capabilities. AI can further assist by suggesting transformations and validating data against these custom rules, reducing development time and ensuring accuracy.

Security & Compliance FAQs

▸ What about security and data compliance when integrating two ERPs?
Security is paramount. The integration ensures all data in transit is encrypted (HTTPS/TLS), leverages strong authentication (e.g., service accounts, tokens) managed securely by the iPaaS, and adheres to the principle of least privilege for ERP user accounts. Data at rest is also encrypted, and the iPaaS platform typically holds certifications like ISO 27001 and SOC 2 Type II, ensuring compliance with regulations like GDPR and PCI DSS.

AI Enhancements FAQs

▸ How does AI enhance the SAP Business One and Epicor E9 integration workflows?
AI significantly enhances integration by offering intelligent mapping suggestions, automating data validation, detecting anomalies (e.g., unusual transactions), and even suggesting autonomous error resolution for common issues. This reduces manual effort, improves data quality, provides proactive insights, and makes your integrations smarter and more resilient.

Performance FAQs

▸ Can this integration support high transaction volumes without impacting ERP performance?
Yes. A well-designed iPaaS solution optimizes performance by employing strategies such as batch processing for bulk operations, intelligent queuing to manage API call concurrency, caching frequently accessed static data, and parallelizing independent integration tasks. This ensures high throughput without overloading SAP Business One or Epicor E9, maintaining their operational performance.

Challenges & Solutions FAQs

▸ What are common challenges in integrating SAP B1 and Epicor E9, and how are they overcome?
Common challenges include complex data mapping due to disparate schemas, managing API rate limits, ensuring data consistency, and handling errors gracefully. These are overcome by using a robust iPaaS with an advanced mapping engine, built-in retry mechanisms, dead-letter queues, comprehensive monitoring, and AI-assisted tools. Adopting a canonical data model further simplifies schema alignment and reduces future integration complexities.
Pricing

Simple, transparent pricing for SAP Business One + 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 One + 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