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Connect™

Unify Sage 200 and Epicor: Drive Efficiency with Intelligent Integration

Break down ERP silos. Automate critical workflows, synchronize data in real-time, and gain a holistic view of your operations with our AI-powered iPaaS solution.

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The Challenge

The Challenge of Disconnected ERP Systems

Operating with Sage 200 and Epicor in isolation creates significant operational friction. Manual data transfers, inconsistent information, and delayed processes hinder efficiency and decision-making, leading to increased costs and reduced agility.

  • Manual data entry and reconciliation between Sage 200 and Epicor.
  • Inconsistent customer, supplier, and product master data across systems.
  • Delayed sales order processing and fulfillment due to data transfer gaps.
  • Lack of real-time inventory visibility, leading to overselling or stockouts.
  • Inefficient accounts payable and receivable processes.
  • Difficulty in generating consolidated financial reports and insights.
  • High risk of human errors and data integrity issues.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for Sage 200 and Epicor

Our iPaaS solution provides a seamless bridge between Sage 200 and Epicor, automating complex workflows and ensuring real-time, accurate data synchronization. It's designed to unify your ERP landscape, transforming disconnected processes into a cohesive, efficient operational flow.

  • Pre-built connectors for Sage 200 and Epicor
  • Drag-and-drop visual workflow designer
  • AI-powered data mapping and transformation engine
  • Real-time event-driven architecture
  • Robust error handling and monitoring dashboards
Implementation Timeline

Go live with Sage 200 + 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 Sage 200 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 Sage 200 + 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 Sage 200 and Epicor
  • Drag-and-drop visual workflow designer
  • AI-powered data mapping and transformation engine
  • Real-time event-driven architecture
  • Robust error handling and monitoring dashboards
  • Centralized governance and lifecycle management
  • Support for custom fields and complex business logic

Technical Integration: Sage 200 and Epicor via iPaaS

Our integration solution leverages the robust API capabilities of both Sage 200 and Epicor, orchestrated by a powerful iPaaS. This ensures secure, scalable, and real-time data exchange, tailored to your specific business logic and process requirements.

Data Flow Steps

API Connectivity: Establish secure connections to Sage 200 (via OAuth 2.0 or API keys with TLS 1.2+) and Epicor (via OAuth 2.0 Client Credentials or token-based authentication with HTTPS/TLS 1.2+).

Event Listener/Polling: Configure iPaaS to listen for events (webhooks from Sage 200, BPM triggers from Epicor) or to poll for changes in key entities at defined intervals.

Data Extraction: Extract relevant data from the source system (e.g., new Sales Order details from Sage 200, updated Part inventory from Epicor).

Data Transformation & Harmonization: Apply visual mapping and AI-assisted transformation rules to align data schemas (e.g., Sage 200 CustomerAddress to Epicor Customer ShipTo Address, Sage 200 StockItemID to Epicor PartNum).

Validation & Enrichment: Implement data validation rules (e.g., mandatory fields, data types) and enrich data with lookups (e.g., GL Account codes, ShipVia codes).

Error Handling & Retries: Configure automated retry mechanisms with exponential backoff for transient API errors and route persistent failures to dead-letter queues.

Data Ingestion: Post transformed and validated data to the target system via its respective API endpoint (e.g., POST to Epicor SalesOrders, PATCH to Sage 200 StockItems).

Confirmation & Logging: Log success or failure of each transaction, providing audit trails and real-time monitoring.

Status Updates (Optional): Update status in the source system based on successful processing in the target system (e.g., mark Sage 200 Sales Order as 'Fulfilled' after Epicor shipment).

Data Touchpoints

Sage 200: Customer, Supplier, Stock Item, Sales Order, Purchase Order, Invoice (Sales), Payment (Customer), General Ledger Account, Journal Entry, Warehouse.
Epicor: Customer, SalesOrder, Part (Product), Supplier, PurchaseOrder, Invoice (AR Invoice), JobHead (Production Order), LaborDtl, ShipVia, GLAccount.

"Sage 200 <-> iPaaS <-> Epicor. Event Triggers from Source ERP (e.g., New Sales Order) -> iPaaS Data Extraction -> AI Mapping & Transformation -> Validation -> Error Handling -> Target ERP API Call (e.g., Create SalesOrder) -> Confirmation & Logging. Bidirectional flows repeat this pattern."

Pricing

Simple, transparent pricing for Sage 200 + 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 Sage 200

Integrating Sage 200 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 Mapping for Sage 200 and Epicor

Our iPaaS provides robust capabilities to map and transform data between the distinct entity structures of Sage 200 and Epicor, ensuring seamless data flow and integrity.

Customer

Synchronize customer master data including billing, shipping, and contact information.

Sage 200 Fields

CustomerID CustomerAccountRef CustomerName AddressLine1 City PostCode ContactName EmailAddress PhoneNumber CreditLimit PaymentTerms

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

Mapping Notes

Map Sage 200 `CustomerID`/`CustomerAccountRef` to Epicor `CustID` for unique identification. Address fields require careful mapping to ensure correct billing/shipping. `PaymentTerms` (Sage 200) maps to `TermsCode` (Epicor).

Next Steps

See Sage 200 + 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 with Epicor Fulfillment & Sage 200 Finance

Automate the flow of sales orders from an eCommerce platform into Epicor for fulfillment, and then push invoice and payment data to Sage 200 for financial management.

Integration Steps:

  1. 0 New order placed on eCommerce platform.
  2. 1 iPaaS captures order, creates/updates Customer in Sage 200 and Epicor.
  3. 2 Sales Order created in Epicor (Erp.BO.SalesOrderSvc/SalesOrders) with line items mapped from eCommerce products to Epicor Parts, and simultaneously replicated to Sage 200 (api/v1/salesorders) for visibility.
  4. 3 Epicor processes order, allocates inventory (PartNum, OnHandQty), and manages fulfillment (JobHead/Production).
  5. 4 Upon shipment from Epicor, an event triggers an Invoice (AR Invoice) creation in Epicor and a Sales Invoice in Sage 200 (/api/v1/invoices).
  6. 5 Payment from eCommerce gateway is posted as Cash Receipt in Epicor (Erp.BO.CashReceiptSvc/CashReceipts) and synchronized as Payment (Customer) in Sage 200 (/api/v1/payments).

Business Outcome

Seamless order processing, real-time inventory updates, accurate financial records, faster revenue recognition.

Frequency

Real-time

Business Value

Key Integration Benefits

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

Boost Operational Efficiency
Automate manual data entry and reconciliation tasks between Sage 200 and Epicor, freeing up your team to focus on strategic initiatives.
Ensure Data Accuracy & Consistency
Maintain a single source of truth for critical business data like customers, suppliers, and inventory across both ERP systems, eliminating discrepancies.
Accelerate Business Cycles
Streamline end-to-end processes like order-to-cash and procure-to-pay, leading to faster fulfillment, invoicing, and payment processing.
Gain Real-time Visibility
Access up-to-date information on inventory levels, sales performance, and financial positions across Sage 200 and Epicor for informed decision-making.
Reduce Operational Costs
Minimize errors, reduce labor associated with manual tasks, and optimize inventory management, directly impacting your bottom line.
Enhance Scalability & Agility
Build flexible integrations that can easily adapt to business growth, new market demands, or evolving system requirements without complex recoding.
✨

Boost Operational Efficiency

30% Reduction in manual data entry time

📋 What You Get

Automate manual data entry and reconciliation tasks between Sage 200 and Epicor, freeing up your team to focus on strategic initiatives.

💼 Business Impact

This benefit directly contributes to 30% improvement in Reduction in manual data entry time, 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
GET, POST, PUT /api/v1/customers Retrieve, create, or update customer records for CRM sync, eCommerce order processing, and customer master data management.
GET, POST, PUT /api/v1/salesorders Create new sales orders from eCommerce platforms, retrieve order details for fulfillment, and update order statuses.
GET, PUT /api/v1/stockitems Retrieve product information, update inventory levels across multiple channels, and manage product catalog data.
GET, POST /api/v1/purchaseinvoices Create purchase invoices from external AP automation tools and retrieve invoice details for payment processing.
POST /api/v1/generalledger/journals Post journal entries from payroll systems, expense management, or other financial applications to the General Ledger.
POST, GET /api/v1/payments Record customer payments from payment gateways, retrieve payment details for reconciliation, and manage refunds.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1, 1:N, N:1 field mappings.
  • Data Type Conversion: String to Integer, Date format adjustments.
  • Conditional Logic: If `OrderStatus` is 'Dispatched' in Sage 200, then set Epicor `OrderStatus` to 'Shipped'.
  • Lookup Tables: Map Sage 200 `WarehouseID` to Epicor `Plant` codes.
  • Data Enrichment: Add default values for missing fields, or pull additional data from another source.
  • Aggregation/Splitting: Combine multiple Sage 200 line items into a single Epicor `OrderDtl` or split complex objects.
  • Custom Scripting: For highly specific, complex transformations not covered by visual tools.

🛡️ Error Handling

  • API rate limit exceeded for Sage 200 or Epicor.
  • Invalid data format or missing mandatory fields for target ERP.
  • Network connectivity issues between iPaaS and ERP.
  • Authentication token expiry or invalid credentials.
  • Duplicate record creation due to non-idempotent operations.
  • Business logic errors during data transformation.
  • Target ERP system unavailability or internal server errors.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ Why integrate Sage 200 and Epicor, especially if they're both ERPs?
Organizations often use Sage 200 and Epicor for different departments, subsidiaries, or specific functionalities (e.g., Sage 200 for core financials, Epicor for manufacturing). Integration eliminates data silos, ensures consistency across the enterprise, and automates processes that span both systems, improving overall efficiency and financial accuracy.

Technical Details FAQs

▸ How does your iPaaS handle data mapping between Sage 200 and Epicor's different entity structures?
Our iPaaS features a powerful visual mapping canvas. It allows drag-and-drop mapping between Sage 200 entities (like 'Stock Item') and Epicor entities (like 'Part'). AI-assisted mapping suggests optimal field connections, while a robust transformation engine handles complex logic, data type conversions, and lookups to ensure data harmonization.

Performance & Sync FAQs

▸ Does this integration support real-time data synchronization between Sage 200 and Epicor?
Absolutely. By leveraging event-driven architecture, webhooks from Sage 200 (if configured) and Epicor's BPM triggers, our solution enables near real-time data synchronization for critical entities like Sales Orders, Inventory levels, and Customer updates. This ensures both ERPs always have the most current information.

Security & Compliance FAQs

▸ What are the security considerations for connecting Sage 200 and Epicor?
Security is paramount. We use OAuth 2.0 or secure API keys with TLS 1.2+ encryption for all data in transit. We implement the principle of least privilege for integration users, encrypt sensitive data at rest, and adhere to compliance standards like GDPR and PCI DSS. Regular security audits are a core practice.

Low-Code/No-Code FAQs

▸ Can business users manage these integrations without coding expertise?
Yes. Our iPaaS offers extensive low-code/no-code capabilities. Business analysts and citizen integrators can visually design, deploy, and monitor complex Sage 200-Epicor integration workflows using a drag-and-drop interface, significantly reducing reliance on IT development teams and accelerating time to value.

AI Capabilities FAQs

▸ How does AI enhance the Sage 200 and Epicor integration process?
AI acts as an intelligent co-pilot. It auto-generates integration flows, suggests optimal field mappings, infers business rules from data, detects anomalies in transactions (e.g., potential fraud), and assists in sandbox testing. This reduces setup time, improves data quality, and provides proactive insights.

Error Management FAQs

▸ What happens if an integration fails? How is error handling managed?
Our solution includes robust, multi-tiered error handling. It features automatic retries with exponential backoff for transient issues, dead-letter queues for persistent failures, centralized logging with detailed payloads, and real-time alerts to notify relevant teams. AI can also assist in classifying and suggesting resolutions for common errors.

Customization FAQs

▸ Can I customize the integration to support unique business processes or custom fields in Sage 200 or Epicor?
Absolutely. The iPaaS is highly flexible. You can easily map and synchronize custom fields from both Sage 200 and Epicor. The platform's rules engine and workflow extensibility features allow you to build in unique business logic, conditional routing, and integrate with other systems as needed, without writing custom code.
Pricing

Simple, transparent pricing for Sage 200 + Epicor.

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 Sage 200 + 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