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Unify Your Enterprise: SAP Business One & Epicor Kinetic Integration

Achieve Real-time Operational and Financial Harmony with Intelligent Automation

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The Challenge

The Disconnect Between Operational ERP and Advanced Manufacturing/Accounting

Many businesses leverage SAP Business One for core ERP functions, but also rely on Epicor Kinetic for its specialized capabilities in manufacturing, project accounting, or robust financial management. Without a robust integration, these critical systems operate in silos, leading to significant inefficiencies and data discrepancies.

  • Manual data entry across systems leads to errors and delays.
  • Disjointed inventory levels cause overselling, stockouts, and inaccurate planning.
  • Slow and complex financial reconciliation due to disparate AR/AP data.
  • Lack of real-time visibility into the complete order-to-cash or procure-to-pay cycle.
  • Inconsistent customer and vendor master data across platforms.
  • Delayed reporting and analytics hinder strategic decision-making.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for SAP Business One and Epicor Kinetic

Our iPaaS-powered solution provides a robust, scalable, and intelligent bridge between SAP Business One and Epicor Kinetic. By leveraging advanced API connectivity, low-code/no-code workflow design, and AI-driven automation, we transform your fragmented operations into a cohesive, real-time enterprise.

  • Bi-directional, Real-time Data Synchronization
  • Pre-built Connectors for SAP B1 Service Layer & Epicor Kinetic REST APIs
  • Visual Drag-and-Drop Workflow Builder
  • AI-Assisted Data Mapping & Transformation
  • Automated Error Handling & Alerts
Implementation Timeline

Go live with SAP Business One + Epicor Kinetic 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 Kinetic, 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 Kinetic 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, Real-time Data Synchronization
  • Pre-built Connectors for SAP B1 Service Layer & Epicor Kinetic REST APIs
  • Visual Drag-and-Drop Workflow Builder
  • AI-Assisted Data Mapping & Transformation
  • Automated Error Handling & Alerts
  • Centralized Monitoring & Governance Dashboards
  • Scalable, Cloud-Native Architecture

Technical Integration Details: Connecting SAP Business One & Epicor Kinetic

Our iPaaS solution provides the architectural framework and technical capabilities to securely and efficiently integrate SAP Business One and Epicor Kinetic. We leverage the most robust and modern APIs from both systems, ensuring high performance, reliability, and data integrity.

Data Flow Steps

API Connectivity: Establish secure connections using SAP B1 Service Layer (REST API with session-based authentication) and Epicor Kinetic REST APIs (OAuth 2.0).

Event Listener/Polling: Configure iPaaS to listen for events (webhooks) from both systems or perform intelligent polling for changes (e.g., new sales orders, inventory updates).

Canonical Data Model: Translate native data structures from each system into a standardized, canonical format within the iPaaS for consistent processing.

Data Transformation & Business Logic: Apply complex mapping, validation, and business rules (e.g., pricing calculations, GL account determination) using the iPaaS's low-code engine.

Error Handling & Retries: Implement multi-tiered error handling, including inline validation, automated retries with exponential backoff, and dead-letter queues.

Data Posting: Post transformed data to the target system via its respective APIs, ensuring idempotency to prevent duplicate records.

Monitoring & Alerts: Continuously monitor integration flows, API health, and data throughput via centralized dashboards, with configurable alerts for critical issues.

Data Touchpoints

Customer/Business Partner Master Data
Vendor Master Data
Item/Part Master Data (including pricing, UoM)
Sales Orders & Order Lines
Purchase Orders & Purchase Order Lines
Goods Receipts (SAP B1) / Receipts (Epicor Kinetic)
A/R Invoices & A/P Invoices
Incoming Payments (SAP B1) / Cash Receipts (Epicor Kinetic)
Journal Entries / GL Journal Entries
Production Orders / Job Headers
Shipment Details (SAP B1 Delivery Notes / Epicor Kinetic Ship Head)

"Data flow begins with an event or scheduled trigger in either SAP Business One or Epicor Kinetic. The iPaaS captures this data, transforms it through a canonical model with AI assistance, applies business logic, and then securely posts it to the other system's relevant API endpoint. Error handling, logging, and monitoring are active throughout the entire process."

Pricing

Simple, transparent pricing for SAP Business One + Epicor Kinetic.

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 Entity Mappings: SAP Business One to Epicor Kinetic

Effective integration hinges on precise mapping of core business entities. Our iPaaS solution provides a visual, AI-assisted mapping canvas to harmonize data structures between SAP Business One and Epicor Kinetic, ensuring accuracy and consistency.

Customer / Business Partner

Synchronizes customer records, including contact information, addresses, and credit details, ensuring a unified customer view across sales, finance, and operations.

SAP Business One Fields

CardCode (PK) CardName CardType ('C' for Customer) Address (ShipTo, BillTo) Phone Email FederalTaxID ContactPersons

Epicor Kinetic Fields

CustNum (PK) CustID Name Address (ShipTo, BillTo) ContactName PhoneNum EmailAddress TaxID CreditLimit

Mapping Notes

Special attention required for `CardType` mapping (SAP B1 supports Customer, Vendor, Lead) to Epicor Kinetic's `Customer` and `Vendor` entities. Address sub-objects and contact persons need careful nested mapping. Ensure unique identifiers (`CardCode`, `CustID`) are synchronized or external reference IDs are maintained for cross-system lookup.

Next Steps

See SAP Business One + Epicor Kinetic 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 complete sales order lifecycle from an eCommerce platform through SAP Business One for core ERP functions, and then into Epicor Kinetic for advanced manufacturing or project accounting, ensuring seamless financial and operational flow. This includes customer creation, order entry, inventory allocation, fulfillment updates, and AR invoice generation.

Integration Steps:

  1. 0 New Sales Order created in eCommerce platform.
  2. 1 iPaaS captures order event and creates Sales Order in SAP Business One (via /b1s/v1/Orders).
  3. 2 Inventory levels updated in SAP B1 and synchronized to Epicor Kinetic (Part quantity via /api/v2/odata/{{CompanyID}}/Erp.BO.PartSvc/Parts).
  4. 3 Customer details (Business Partner) synchronized from SAP B1 to Epicor Kinetic (Customer via /api/v2/odata/{{CompanyID}}/Erp.BO.CustomerSvc/Customers).
  5. 4 Order fulfillment status from SAP B1 (Delivery Note) updates Epicor Kinetic (Ship Head) and triggers AR Invoice creation in both systems.
  6. 5 Payment status from external gateways updates Incoming Payments in SAP B1 and AR Invoice in Epicor Kinetic.

Business Outcome

Accelerated order processing, reduced manual errors, real-time inventory visibility, faster cash realization, improved customer satisfaction.

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 a unified, up-to-the-minute view of your sales, inventory, production, and financial data across SAP Business One and Epicor Kinetic. Make faster, more informed decisions.
Enhanced Data Accuracy & Consistency
Eliminate manual data entry errors and ensure critical information like customer details, product pricing, and inventory levels are consistent across both ERPs.
Streamlined Business Processes
Automate end-to-end workflows like order-to-cash and procure-to-pay, reducing cycle times and freeing up your teams from repetitive tasks.
Accelerated Financial Close
Automate GL journal entry synchronization, AR/AP invoice reconciliation, and payment processing to significantly reduce the time spent on monthly and quarterly closes.
Optimized Inventory Management
Maintain accurate, real-time inventory levels across both systems, preventing overselling, reducing carrying costs, and improving order fulfillment rates.
Improved Customer & Vendor Experience
Provide accurate order statuses, faster invoicing, and prompt responses, enhancing satisfaction for both your customers and suppliers.
Reduced IT Burden & Cost
Leverage low-code/no-code tools to empower business users, minimizing reliance on IT for integration development and maintenance, leading to significant cost savings.
✨

Real-time Operational Visibility

30% Faster Decision Making

📋 What You Get

Gain a unified, up-to-the-minute view of your sales, inventory, production, and financial data across SAP Business One and Epicor Kinetic. Make faster, more informed decisions.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Decision Making, 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/JournalEntries Create and retrieve General Ledger Journal Entries. Used for direct financial postings and consolidations.
POST, GET, PATCH /b1s/v1/ProductionOrders Manage manufacturing processes. Crucial for MES and planning system integrations.

⚡ Transformation Logic

  • Unit of Measure Conversion: Automatically convert UoM between systems (e.g., 'EA' in SAP B1 to 'Each' in Epicor Kinetic).
  • Price List to Unit Price: Map SAP B1's complex price list structures to Epicor Kinetic's Part unit pricing, potentially applying customer-specific pricing logic.
  • Address Harmonization: Standardize address formats and handle multi-line addresses for consistency.
  • GL Account Mapping: Dynamically map specific transaction types or items to the correct GL accounts in both ERPs.
  • Status Code Translation: Translate workflow status codes (e.g., 'Open' in SAP B1 to 'Planned' in Epicor Kinetic).
  • Compound Field Creation: Concatenate or split fields (e.g., combine first and last name into a single contact name field).

🛡️ Error Handling

  • Data Validation Failure: Incoming data from source does not meet target system's schema or business rules.
  • API Rate Limit Exceeded: Too many requests to SAP B1 Service Layer or Epicor Kinetic APIs.
  • Authentication Failure: Expired session (SAP B1) or invalid OAuth token (Epicor Kinetic).
  • Record Not Found: Attempting to update a record that does not exist in the target system (e.g., Item not found).
  • Duplicate Record: Attempting to create a record that already exists (handled by idempotency).
  • Concurrency Conflict: Multiple integrations attempting to modify the same record simultaneously.
  • Network Connectivity Issues: Temporary loss of connection between iPaaS and either ERP.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why integrate SAP Business One with Epicor Kinetic?
Integrating SAP Business One and Epicor Kinetic unifies your core ERP functions with advanced manufacturing, project accounting, or robust financial management. It eliminates data silos, automates workflows like order-to-cash and procure-to-pay, ensures real-time data consistency, and provides a comprehensive view of your business for better decision-making.

Workflows FAQs

▸ What are the common workflows automated by this integration?
Key workflows include end-to-end eCommerce order-to-cash automation, streamlined procure-to-pay with AI validation, real-time inventory and product master data synchronization, customer and vendor master data harmonization, and automated GL journal entry synchronization for faster financial closes.

Technology FAQs

▸ How does an iPaaS facilitate this integration?
An iPaaS (Integration Platform as a Service) acts as the central hub, providing pre-built connectors for SAP B1 Service Layer and Epicor Kinetic APIs, a low-code visual designer for workflows, AI-assisted data mapping and transformation, robust error handling, and centralized monitoring. It abstracts technical complexities, enabling scalable and manageable integrations.

Customization FAQs

▸ Can custom fields and business logic be integrated?
Absolutely. Our iPaaS solution fully supports custom fields (UDFs in SAP B1, UDFs/UD Tables in Epicor Kinetic) and allows you to define complex business logic and transformation rules using its low-code visual editor and rules engine. AI can even assist in generating these custom transformations.

Security FAQs

▸ How is data security ensured during integration?
Security is paramount. We enforce end-to-end TLS 1.2+ encryption for data in transit, AES-256 for data at rest, secure OAuth 2.0 (Kinetic) and session management (SAP B1) for authentication, and adhere to the principle of least privilege. Our iPaaS is compliant with standards like ISO 27001, SOC 2 Type II, GDPR, and CCPA.

Error Handling FAQs

▸ What happens if an integration fails?
Our solution incorporates multi-tiered error handling: inline data validation, automatic retries with exponential backoff for transient errors, dead-letter queues for unrecoverable messages, and real-time alerts (email, SMS) to notify relevant teams. AI can also provide automated remediation for common error patterns.

Performance FAQs

▸ Is real-time data synchronization possible?
Yes, real-time data synchronization is a core capability. By leveraging event-driven architectures (webhooks from Kinetic, or intelligent polling/event subscriptions for SAP B1) and the iPaaS, changes in one system can instantly trigger updates in the other, ensuring immediate data consistency for critical entities like orders and inventory.

AI FAQs

▸ How does AI enhance the integration process?
AI significantly enhances integrations by providing intelligent field mapping suggestions, automated data validation, anomaly detection in transactions, smart error resolution, and even assisting in generating complex transformation rules. This leads to faster development, higher data quality, and more resilient integration workflows.
Pricing

Simple, transparent pricing for SAP Business One + Epicor Kinetic.

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 Kinetic 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