Integration Hero
Connect™

Sitecore + Sage 100 Integration

Clarity Connect™ integrates Sitecore with Sage 100, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

Get Pricing

See how it works
The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Sitecore and Sage 100 through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Sitecore and Sage 100.

  • Sage 100 Custom Fields: Integrate Sage 100 User-Defined Fields (UDFs) on Customer, Sales Order, Item, etc., with corresponding custom fields or xConnect facets in Sitecore.
  • Sitecore xConnect Facets: Create custom facets in xConnect to store Sage 100-specific customer attributes (e.g., 'CreditLimit', 'PreferredPaymentTerms') for advanced personalization.
  • Sitecore Commerce Product Attributes: Map Sage 100 Item UDFs to Sitecore Commerce product attributes for rich product catalog display.
  • Order Comment Fields: Utilize comment fields in both systems for transferring non-standard or temporary data.
Implementation Timeline

Go live with Sitecore + Sage 100 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 Sitecore and Sage 100, 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 Sitecore + Sage 100 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Sage 100 Custom Fields: Integrate Sage 100 User-Defined Fields (UDFs) on Customer, Sales Order, Item, etc., with corresponding custom fields or xConnect facets in Sitecore.
  • Sitecore xConnect Facets: Create custom facets in xConnect to store Sage 100-specific customer attributes (e.g., 'CreditLimit', 'PreferredPaymentTerms') for advanced personalization.
  • Sitecore Commerce Product Attributes: Map Sage 100 Item UDFs to Sitecore Commerce product attributes for rich product catalog display.
  • Order Comment Fields: Utilize comment fields in both systems for transferring non-standard or temporary data.

Integration Architecture: Sage 100 & Sitecore via iPaaS

The recommended architecture is centered around a robust Integration Platform as a Service (iPaaS) acting as the central hub. This approach decouples Sage 100 and Sitecore, allowing for agile development, scalable performance, and centralized governance of all integration flows.

Data Flow Steps

Event-Driven Architecture: Leverage Sitecore webhooks for real-time triggers (e.g., new order, customer update) to minimize latency and polling overhead.

Canonical Data Model: Define a universal data structure within the iPaaS for common entities to simplify mapping and ensure consistency.

Request-Reply & Asynchronous Messaging: Use synchronous calls for immediate responses (e.g., inventory check) and asynchronous messaging for high-volume or non-critical updates (e.g., batch product updates).

Idempotent Operations: Design integration workflows to be safely retried without creating duplicate records or unintended side effects.

Centralized Error Handling & Monitoring: Aggregate logs and errors in the iPaaS for a single pane of glass view and proactive issue resolution.

Data Touchpoints

Sitecore DXP: Encompassing Sitecore Commerce (for orders, products, customers, payments), Sitecore xConnect (for customer profiles and interactions), and Sitecore Content Hub (for product information and digital assets).
Sage 100 ERP: The core financial and operational system, managing AR, SO, CI, GL, etc.
Integration Platform as a Service (iPaaS): The central orchestration layer. Provides pre-built connectors, visual workflow designer, data mapping & transformation engine, API management, monitoring, and error handling capabilities.
Message Queue/Event Bus (within iPaaS): For asynchronous processing, buffering high-volume transactions, and enabling event-driven architecture.
API Gateway (optional, could be part of iPaaS): For managing and securing API access to Sage 100 if direct exposure is limited.
Secret Management (within iPaaS/external): Securely stores API keys, client secrets, and credentials for both systems.
Monitoring & Alerting System (within iPaaS): Centralized dashboard for real-time visibility and proactive issue detection.

"Visual representation would show Sitecore Commerce/xConnect/Content Hub on one side, Sage 100 ERP on the other, with the iPaaS in the middle. Arrows would indicate bi-directional data flows for key entities (Orders, Customers, Products, Inventory). Webhooks would be shown from Sitecore to iPaaS, and API calls from iPaaS to both systems."

Pricing

Simple, transparent pricing for Sitecore + Sage 100.

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 Sitecore

Integrating Sitecore 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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer

Represents an individual or organization purchasing from the business. Critical for billing, shipping, sales analysis, and personalized experiences.

Sitecore Fields

[field, CustomerNo],[description, Unique identifier for the customer in Sage 100.] [field, CustomerName],[description, Full name of the customer.] [field, AddressLine1],[description, Primary address line.] [field, City],[description, City of the customer's address.] [field, State],[description, State of the customer's address.] [field, ZipCode],[description, Zip code of the customer's address.] [field, ContactName],[description, Primary contact person's name.] [field, EmailAddress],[description, Customer's primary email address.] [field, PaymentTerms],[description, Payment terms (e.g., Net 30).] [field, CreditLimit],[description, Maximum credit allowed for the customer.]

Sage 100 Fields

[field, ContactId],[description, Unique identifier for the contact in Sitecore xConnect.] [field, SourceId],[description, External ID, often used to store ERP CustomerNo.] [field, Email],[description, Customer's email, used for login and communication.] [field, FirstName],[description, Customer's first name.] [field, LastName],[description, Customer's last name.] [field, Address],[description, Customer's billing/shipping address details.] [field, Phone],[description, Customer's phone number.] [field, LoyaltyStatus (custom facet)],[description, Custom attribute for loyalty programs.] [field, LastPurchaseDate (commerce facet)],[description, Date of last purchase via Sitecore Commerce.]

Mapping Notes

Map Sitecore Customer/Contact fields to Sage 100 AR Customer. 'SourceId' in Sitecore xConnect/Commerce is ideal for storing the Sage 100 'CustomerNo' for easy lookup. Deduplication logic is crucial, often using email address as a primary key for new customers, then updating Sage 100 'CustomerNo' back to Sitecore. Consider custom xConnect facets for Sage-specific data like 'CreditLimit' or 'PaymentTerms' if needed for personalization.

Next Steps

See Sitecore + Sage 100 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

Automatically transfer new orders from Sitecore Commerce to Sage 100 for processing, including customer creation, sales order generation, inventory allocation, and invoice creation, significantly reducing manual effort and processing delays.

Integration Steps:

  1. 0 Customer places order on Sitecore Commerce storefront.
  2. 1 Sitecore Commerce triggers an event (webhook) to the iPaaS.
  3. 2 iPaaS retrieves order details (Order, Customer, Line Items, Payment Transaction).
  4. 3 iPaaS transforms Sitecore data into Sage 100 Sales Order (SO) and AR Customer format.
  5. 4 iPaaS creates/updates Customer (AR Customer) in Sage 100.
  6. 5 iPaaS creates Sales Order (SO) in Sage 100.
  7. 6 Sage 100 processes order, updates Inventory, and generates Invoice (AR Invoice) upon shipment.
  8. 7 Sage 100 shipment and invoice status updates are pushed back to Sitecore Commerce and xConnect.

Business Outcome

Reduced order processing time, improved order accuracy, faster revenue recognition, enhanced customer satisfaction.

Frequency

Real-time (event-driven)

Implementation Timeline

Go live with Sitecore + Sage 100 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 Sitecore and Sage 100, 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 Sitecore + Sage 100 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
GET, POST, PUT, DELETE /AR/Customer Manage customer records in Sage 100 for synchronization with Sitecore Customer/Contact entities. Used for creating new AR Customers or updating existing ones based on Sitecore activity.
GET, POST, PUT /SO/SalesOrder Create, update, and retrieve sales orders in Sage 100. This is the primary endpoint for ingesting new eCommerce orders from Sitecore Commerce.
GET, PUT /CI/Item Retrieve product information and update inventory levels in Sage 100. Used for synchronizing product catalog data to Sitecore and pushing real-time inventory updates from Sage 100 to Sitecore Commerce.
GET, POST /AR/Invoice Create and retrieve Accounts Receivable invoices in Sage 100. Invoices are typically generated from Sales Orders in Sage 100 post-shipment, and their status can be relayed back to Sitecore.
POST /GL/JournalEntry Post general ledger entries for financial reconciliation. Useful for posting aggregated financial data from Sitecore Commerce or payment gateways into Sage 100's GL.
GET /IM/Warehouse Retrieve warehouse information for inventory management and routing. Relevant for multi-warehouse inventory synchronization with Sitecore Commerce.

⚡ Transformation Logic

  • Canonical Data Model: Establish a standardized data model within the iPaaS for common entities (Customer, Order, Product) to ensure consistency before mapping to target systems.
  • Field Mapping: Map specific fields, e.g., Sitecore 'FirstName' + 'LastName' to Sage 100 'ContactName'.
  • Data Type Conversion: Convert data types as necessary (e.g., string to decimal, date formats).
  • Lookup Tables: Use lookup tables for mapping categorical data (e.g., Sitecore 'PaymentMethod' strings to Sage 100 'PaymentMethod' codes).
  • Conditional Logic: Apply rules like 'only create customer if email is unique' or 'update inventory only if quantity has changed'.
  • Default Values: Assign default values for non-mandatory fields in the target system if source data is missing.

🛡️ Error Handling

  • Sage 100 API Unavailable: iPaaS retries with exponential backoff; if persistent, alerts are sent, and messages are queued.
  • Invalid Data Format: Data validation rules in iPaaS reject malformed data, log the error, and move the message to a dead-letter queue for review.
  • Duplicate Order Submission: Idempotency checks prevent duplicate Sales Order creation in Sage 100 if Sitecore sends the same order multiple times.
  • Inventory Mismatch: Automated reconciliation reports highlight discrepancies, allowing for manual or automated correction based on business rules.
  • Customer Not Found in Sage 100: If a Sitecore customer cannot be matched, the iPaaS can automatically create a new AR Customer or flag for review.
Pricing

Simple, transparent pricing for Sitecore + Sage 100.

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 Benefits FAQs

▸ What are the core benefits of integrating Sage 100 with Sitecore Commerce?
The core benefits include real-time order-to-cash automation, accurate inventory synchronization, a unified customer view across sales and finance, streamlined product catalog management, and reduced manual data entry and errors. This leads to improved operational efficiency, better customer experiences, and accelerated business growth.

iPaaS Capabilities FAQs

▸ How does an iPaaS facilitate Sage 100 and Sitecore integration?
A modern iPaaS (Integration Platform as a Service) provides pre-built, optimized connectors for both Sage 100 and Sitecore Commerce/xConnect. It offers a low-code/no-code visual designer for building workflows, robust data mapping and transformation tools, centralized monitoring, and advanced error handling, significantly simplifying and accelerating the integration process compared to custom coding.

Technical Details FAQs

▸ Can I achieve real-time inventory synchronization between Sage 100 and Sitecore?
Yes, real-time inventory synchronization is a critical component of this integration. By leveraging event-driven architecture and Sage 100's inventory updates (or frequent polling via the iPaaS), changes in 'QuantityOnHand' are immediately reflected in Sitecore Commerce, preventing overselling and ensuring accurate stock levels for customers.

Data Flow FAQs

▸ How is customer data synchronized between Sitecore xConnect and Sage 100 AR Customer?
Customer data synchronization is bi-directional. New customer registrations or profile updates in Sitecore (xConnect/Commerce) trigger the iPaaS to create or update an 'AR Customer' in Sage 100. Conversely, critical customer information from Sage 100 (e.g., credit limits, payment terms) can enrich Sitecore xConnect profiles for personalized experiences.

Security & Compliance FAQs

▸ What security measures are in place for Sage 100 and Sitecore integrations?
Security is paramount. The integration uses encrypted connections (HTTPS/TLS 1.2+), secure credential management (API keys, OAuth tokens stored in vaults), role-based access control (RBAC), and adherence to data privacy regulations (GDPR, CCPA). For payment data, PCI DSS compliance is ensured through tokenization and avoiding direct storage of sensitive card information.

AI Capabilities FAQs

▸ How does AI enhance these integration workflows?
AI significantly enhances integration by offering intelligent data validation, anomaly detection (e.g., suspicious orders, unusual inventory changes), automated data mapping suggestions, and predictive insights for forecasting. It reduces manual intervention, improves data quality, and makes workflows more resilient and proactive.

Customization FAQs

▸ Can I customize the integration to fit my specific business processes?
Absolutely. A modern iPaaS offers extensive customization capabilities. You can modify pre-built workflows, define custom data mappings, implement complex business rules using a low-code rules engine, integrate custom fields (UDFs in Sage 100, facets in Sitecore xConnect), and extend functionality with custom code blocks, all within a version-controlled environment.

Challenges & Solutions FAQs

▸ What are common challenges in Sage 100/Sitecore integration and how are they addressed?
Common challenges include reconciling disparate data schemas, ensuring real-time data consistency, handling errors gracefully, and managing scalability. An iPaaS addresses these with canonical data models, event-driven architectures, robust error handling (retries, dead-letter queues), and scalable cloud infrastructure, simplifying complexities and ensuring reliable data flow.
Implementation Timeline

Go live with Sitecore + Sage 100 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 Sitecore and Sage 100, 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 Sitecore + Sage 100 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 Sitecore + Sage 100.

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 Sitecore + Sage 100 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