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Unify Your ERP Ecosystem: Seamless SAP Business One & Epicor P21 Integration

Break down data silos, automate critical workflows, and achieve real-time operational visibility across your SAP Business One and Epicor P21 systems with our intelligent iPaaS solution.

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The Challenge

Disconnected ERPs: The SAP Business One & Epicor P21 Challenge

Running SAP Business One and Epicor P21 in isolation creates significant operational inefficiencies. Manual data transfers, reconciliation efforts, and delayed information flow hinder agility and lead to costly errors.

  • Manual data entry between systems leads to errors and delays.
  • Lack of real-time inventory visibility causes overselling or stock-outs.
  • Inconsistent customer and vendor master data across ERPs.
  • Slow order processing and fulfillment due to data re-keying.
  • Delayed financial closing and reconciliation processes.
  • Limited visibility into end-to-end business processes.
  • Difficulty in generating accurate, consolidated reports.
Integration Diagram
Solution Illustration
The Solution

Unifying SAP Business One & Epicor P21 with Intelligent Integration

Our iPaaS solution provides a powerful, flexible, and intelligent bridge between SAP Business One and Epicor P21. It orchestrates real-time data synchronization and automates complex workflows, ensuring your entire business operates as a cohesive unit.

  • Pre-built Connectors for SAP Business One & Epicor P21
  • Visual Drag-and-Drop Workflow Designer
  • Bi-directional Data Synchronization
  • Real-time & Batch Processing Capabilities
  • Centralized Monitoring & Error Handling
Implementation Timeline

Go live with SAP Business One + Epicor P21 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 P21, 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 P21 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 & Epicor P21
  • Visual Drag-and-Drop Workflow Designer
  • Bi-directional Data Synchronization
  • Real-time & Batch Processing Capabilities
  • Centralized Monitoring & Error Handling
  • Robust Security & Compliance Features
  • AI-Powered Mapping & Anomaly Detection
  • Low-Code/No-Code Transformation Engine

Deep Dive: SAP Business One & Epicor P21 Integration Architecture

The integration between SAP Business One and Epicor P21 is built on a modern iPaaS architecture, providing a robust, scalable, and secure foundation for data exchange and workflow automation. It focuses on API-first, event-driven communication to ensure real-time responsiveness.

Data Flow Steps

Connection Setup: Establish secure API connections for both SAP Business One (Service Layer) and Epicor P21 (REST API / Service Connect) using dedicated integration user credentials and secure authentication methods managed by the iPaaS.

Workflow Design: Visually define integration flows within the iPaaS, specifying triggers (e.g., new Sales Order in P21, inventory change in SAP B1) and subsequent actions.

Data Mapping & Transformation: Map source system entities and fields to target system entities and fields, leveraging a canonical data model. Implement transformation logic (e.g., unit of measure conversion, price list lookups, currency conversion) using the iPaaS's low-code tools.

Business Logic & Validation: Embed conditional logic and validation rules to ensure data integrity and adherence to business processes before posting to either ERP.

Error Handling & Monitoring: Configure automatic retries, dead-letter queues, and real-time alerts for failed transactions. Monitor integration health and performance through centralized dashboards.

Deployment & Governance: Promote tested integrations from development to QA and production environments using version control and automated deployment pipelines.

Data Touchpoints

SAP B1 Business Partner <-> Epicor P21 Customer
SAP B1 Business Partner <-> Epicor P21 Vendor
SAP B1 Item Master Data <-> Epicor P21 Inventory Item
SAP B1 Sales Order <-> Epicor P21 Sales Order
SAP B1 Purchase Order <-> Epicor P21 Purchase Order
SAP B1 A/R Invoice <-> Epicor P21 Invoice
SAP B1 Incoming Payment <-> Epicor P21 Cash Receipt
SAP B1 Goods Receipt PO <-> Epicor P21 Goods Receipt
SAP B1 Journal Entry <-> Epicor P21 GL Account (for specific financial postings)

"The integration flow diagram conceptually shows an iPaaS acting as the central hub. SAP Business One and Epicor P21 are connected to this hub. Data flows bi-directionally for master data (Customers/Business Partners, Items). Sales Orders originate from an external system (e.g., eCommerce), flow into P21, then trigger financial postings in SAP B1. Inventory updates from P21 propagate to SAP B1 and external systems. Purchase Orders originate in P21, sync to SAP B1, and vendor invoices are processed, triggering A/P in SAP B1."

Pricing

Simple, transparent pricing for SAP Business One + Epicor P21.

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 Data Entities: Harmonizing SAP Business One & Epicor P21

Effective integration hinges on robust mapping and transformation of core business entities. Our iPaaS provides the tools to align the distinct data structures of SAP Business One and Epicor P21, ensuring data consistency and integrity.

Customer / Business Partner

Represents the customer account across both ERPs. In SAP B1, this is 'Business Partner' (CardType = Customer). In P21, it's 'Customer'.

SAP Business One Fields

CardCode CardName CardType FederalTaxID Address Phone Email ContactPersons Currency PriceList

Epicor P21 Fields

CustomerID CustomerName Address1 City State Zip PhoneNum Email TaxExempt TermsCode SalespersonID

Mapping Notes

Requires careful mapping of address components and contact persons. 'CardType' in SAP B1 must be explicitly set to 'Customer'. Consider a cross-reference table for `CustomerID` and `CardCode` for bi-directional updates. 'TermsCode' from P21 should map to payment terms in SAP B1.

Next Steps

See SAP Business One + Epicor P21 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 Automation

Automate the entire sales order lifecycle from an eCommerce platform through Epicor P21 for fulfillment and into SAP Business One for financial posting, ensuring real-time inventory updates and accurate customer billing.

Integration Steps:

  1. 0 New sales order created in eCommerce platform.
  2. 1 iPaaS captures order via webhook, validates data.
  3. 2 iPaaS creates Sales Order in Epicor P21, reserving inventory.
  4. 3 P21 initiates fulfillment (picking, packing, shipping).
  5. 4 Shipment confirmation from P21 triggers Invoice creation in SAP Business One.
  6. 5 Payment confirmation from gateway posts Incoming Payment in SAP Business One and updates Cash Receipt in P21.

Business Outcome

Faster order fulfillment, reduced manual data entry errors, real-time inventory accuracy, accelerated cash cycle, improved customer experience 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.

Achieve Real-time Operational Visibility
Gain instant insights into inventory levels, sales orders, and customer data across SAP Business One and Epicor P21, enabling faster, more informed decision-making.
Automate End-to-End Business Processes
Eliminate manual data entry and human errors by automating workflows like Order-to-Cash, Procure-to-Pay, and master data synchronization, freeing up valuable staff time.
Ensure Data Accuracy & Consistency
Maintain a single source of truth for critical business entities, preventing discrepancies and improving the reliability of your financial reporting and operational data.
Accelerate Financial Close & Reconciliation
Streamline cash receipt application and general ledger postings, reducing the time and effort required for monthly and quarterly financial closes.
Enhance Customer & Vendor Satisfaction
Provide accurate order statuses, timely deliveries, and consistent communication by having harmonized customer and vendor data across both ERPs.
Boost Business Agility & Scalability
Rapidly adapt to changing market conditions and business requirements with a flexible, low-code integration platform that scales with your growth.
✨

Achieve Real-time Operational Visibility

90% Faster Data Access

📋 What You Get

Gain instant insights into inventory levels, sales orders, and customer data across SAP Business One and Epicor P21, enabling faster, more informed decision-making.

💼 Business Impact

This benefit directly contributes to 90% improvement in Faster Data Access, 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 /b1s/v1/GoodsReceiptPO Records the receipt of goods from a vendor against a Purchase Order, updating inventory levels.

⚡ Transformation Logic

  • Unit of Measure Conversion: Converting 'EA' (Each) to 'PCS' (Pieces) or vice versa between systems.
  • Price List Mapping: Assigning specific SAP B1 Price Lists based on P21 customer groups or sales channels.
  • Address Harmonization: Parsing and reformatting address fields to match target system's structure.
  • ID Cross-Referencing: Maintaining a lookup table for `CustomerID` (P21) and `CardCode` (SAP B1).
  • Conditional Logic: Applying discounts only if specific conditions are met in the Sales Order.
  • Date Format Standardization: Ensuring consistent date formats (e.g., YYYY-MM-DD).

🛡️ Error Handling

  • Item Not Found: A product from P21 does not exist in SAP B1; triggers automated item creation or flags for review.
  • Invalid Customer ID: A customer ID from one system cannot be mapped to the other; triggers a lookup or new customer creation flow.
  • API Rate Limit Exceeded: iPaaS automatically retries with exponential backoff or queues requests.
  • Data Validation Failure: An order line item quantity is negative; flow is paused, and an alert is sent.
  • Network Connectivity Loss: Retries are attempted; if persistent, an outage alert is triggered.
Support & Information

Frequently Asked Questions

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

Benefits FAQs

▸ What are the primary benefits of integrating SAP Business One with Epicor P21?
Integrating SAP Business One and Epicor P21 provides real-time data synchronization for orders, inventory, customers, and financials. Key benefits include automated workflows (Order-to-Cash, Procure-to-Pay), improved data accuracy, reduced manual errors, faster financial close, and enhanced operational visibility across your entire enterprise.

Technical FAQs

▸ How does an iPaaS facilitate the integration between these two ERPs?
An iPaaS acts as a central hub, providing pre-built connectors for SAP Business One (Service Layer) and Epicor P21 (REST API/Service Connect). It offers low-code visual tools for designing workflows, mapping data, transforming schemas, and managing business logic. The iPaaS also handles authentication, error handling, monitoring, and scalability, abstracting the technical complexities.

Functionality FAQs

▸ Is real-time data synchronization possible for inventory and orders?
Yes, real-time data synchronization is a core capability. By leveraging webhooks from both systems (where available) or smart polling mechanisms orchestrated by the iPaaS, changes in inventory levels or new sales orders in one ERP can instantly trigger updates in the other, and to connected systems like eCommerce platforms.

AI Features FAQs

▸ How does AI enhance the SAP Business One and Epicor P21 integration?
AI significantly enhances integration by providing intelligent field mapping suggestions, detecting anomalies in data flows (e.g., unusual order values, invoice discrepancies), automating data validation, and suggesting common error resolutions. This improves data quality, reduces manual oversight, and makes your integrations smarter and more resilient.

Security FAQs

▸ What are the key security considerations for this integration?
Security is paramount. The integration ensures strict adherence to best practices, including HTTPS/TLS encryption for all data in transit, secure token-based authentication (OAuth 2.0), least-privilege access for integration users in both ERPs, secure credential management, and comprehensive audit trails. Compliance with standards like GDPR, CCPA, and ISO 27001 is maintained.

Customization FAQs

▸ Can I synchronize custom fields and business logic between SAP B1 and Epicor P21?
Absolutely. The iPaaS platform supports the synchronization of User-Defined Fields (UDFs) from both SAP Business One and Epicor P21. Its low-code rules engine allows you to implement complex custom business logic, conditional routing, and transformations to ensure all your unique data and processes are seamlessly integrated.

Error Handling FAQs

▸ How are errors handled in the integration workflows?
A robust error handling strategy is in place. This includes automatic retries with exponential backoff for transient errors, dedicated dead-letter queues for persistent failures requiring manual review, and real-time alerts to notify relevant teams. Centralized dashboards provide full visibility into error states for quick diagnosis and resolution.

Implementation FAQs

▸ What's the typical implementation time for this integration?
Leveraging an iPaaS with pre-built connectors and low-code capabilities drastically reduces implementation time. While complex scenarios vary, many core integrations can be deployed within weeks to a few months, significantly faster than traditional custom coding approaches.
Pricing

Simple, transparent pricing for SAP Business One + Epicor P21.

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 P21 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