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Unlock Seamless Financial Operations: AuthorizeNet & Epicor Integration

Automate payments, accelerate reconciliation, and empower your ERP with real-time AuthorizeNet data, powered by our intelligent iPaaS.

The Challenge

The Challenges of Disconnected Payments and ERP Systems

Without a robust integration, managing payment processing and financial reconciliation between AuthorizeNet and Epicor leads to significant operational bottlenecks, manual errors, and compliance risks.

  • Manual Data Entry: Re-keying payment transactions from AuthorizeNet into Epicor's Cash Receipts or Sales Orders.
  • Delayed Reconciliation: Tedious, time-consuming daily/monthly reconciliation of AuthorizeNet settlements with Epicor's General Ledger.
  • Data Inconsistencies: Discrepancies between payment statuses in AuthorizeNet and invoice statuses in Epicor.
  • PCI DSS Burden: Storing sensitive card data in multiple systems increases compliance scope and risk.
  • Inefficient Refund Processing: Manual initiation and tracking of refunds across two separate systems.
  • Limited Fraud Visibility: Difficulty correlating AuthorizeNet's fraud detection with Epicor's customer and order data.
  • Slow Order-to-Cash Cycle: Delays in order fulfillment and revenue recognition due to payment processing lags.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: AuthorizeNet & Epicor with an Intelligent iPaaS

Our powerful iPaaS platform provides a secure, low-code, and AI-enhanced solution to seamlessly integrate AuthorizeNet with Epicor. Automate every step of your payment and financial workflows, ensuring real-time data synchronization, accuracy, and compliance.

  • Real-time Transaction Sync: Instantly post AuthorizeNet payments as Epicor Cash Receipts.
  • Automated Reconciliation: Streamline daily settlement batch processing to Epicor GL.
  • Secure CIM Integration: Sync customer payment profiles for PCI-compliant tokenization.
  • Refund & Void Automation: Initiate and track financial reversals directly from Epicor.
  • AI-Powered Fraud Detection: Augment AuthorizeNet AFDS with intelligent anomaly detection.
Implementation Timeline

Go live with AuthorizeNet + 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 AuthorizeNet 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 AuthorizeNet + 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

  • Real-time Transaction Sync: Instantly post AuthorizeNet payments as Epicor Cash Receipts.
  • Automated Reconciliation: Streamline daily settlement batch processing to Epicor GL.
  • Secure CIM Integration: Sync customer payment profiles for PCI-compliant tokenization.
  • Refund & Void Automation: Initiate and track financial reversals directly from Epicor.
  • AI-Powered Fraud Detection: Augment AuthorizeNet AFDS with intelligent anomaly detection.
  • Low-Code Workflow Designer: Visually build and customize complex payment flows.
  • Centralized Monitoring: Gain end-to-end visibility into all payment and ERP data exchanges.

Integration Details: Connecting AuthorizeNet to Epicor

This integration leverages a modern iPaaS to create a robust, secure, and efficient bridge between AuthorizeNet's payment gateway capabilities and Epicor's comprehensive ERP functionalities. The core principle is an event-driven, API-first approach, ensuring real-time data flow and maximum operational efficiency.

Data Flow Steps

1. Initial Setup & Authentication: Configure secure API connections to both AuthorizeNet (API Login ID, Transaction Key) and Epicor (OAuth 2.0 / Bearer Tokens). Store credentials in a secure iPaaS vault.

2. Webhook Configuration (AuthorizeNet): Set up AuthorizeNet webhooks to notify the iPaaS in real-time for key payment events (e.g., transaction approved, declined, refunded, settled).

3. iPaaS Workflow Design: Visually design integration flows using the low-code canvas. This includes triggers (webhooks, scheduled jobs), data mapping, transformation logic, and API calls to target systems.

4. Data Mapping & Transformation: Define granular field-level mappings between AuthorizeNet entities (e.g., Transaction, CustomerProfile) and Epicor entities (e.g., SalesOrder, CashReceipt, Customer). Apply necessary data transformations (e.g., status code conversions, currency formatting).

5. Error Handling & Monitoring: Implement comprehensive error handling, retry logic, and centralized monitoring within the iPaaS. Configure alerts for critical failures.

6. Testing & Deployment: Thoroughly test all workflows in sandbox environments for both AuthorizeNet and Epicor. Use version control for deployment from Dev to QA to Production.

Data Touchpoints

AuthorizeNet `Transaction` <-> Epicor `CashReceipt`, `Invoice`
AuthorizeNet `CustomerProfile` / `PaymentProfile` <-> Epicor `Customer` (with custom fields)
AuthorizeNet `SettlementBatch` <-> Epicor `GLAccount`, `JournalEntry`
AuthorizeNet `FraudEvent` <-> Epicor `SalesOrder` (status), CRM (task)
Epicor `SalesOrder` <-> AuthorizeNet `Order` (invoiceNumber field)

"AuthorizeNet (Payment Event / Webhook) --> iPaaS (Orchestration, Map, Transform) --> Epicor (Create SalesOrder, CashReceipt, Update Customer) OR Epicor (Refund Request) --> iPaaS --> AuthorizeNet (Process Refund) --> iPaaS --> Epicor (Update Records). Daily: AuthorizeNet (Settlement Batch) --> iPaaS --> Epicor (GL Reconciliation)."

Pricing

Simple, transparent pricing for AuthorizeNet + 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 AuthorizeNet

Integrating AuthorizeNet 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

Synchronizing customer records ensures consistent billing, shipping, and contact information across payment processing and ERP.

AuthorizeNet Fields

[field, customerProfileId],[description, Unique ID for AuthorizeNet CIM profile.] [field, merchantCustomerId],[description, External ID, typically Epicor's CustID.] [field, email],[description, Customer's email address.] [field, description],[description, Customer description in CIM.] [field, CustomerAddress (firstName, lastName, address1, city, state, zip, country)],[description, Billing/Shipping address details for AVS.]

Epicor Fields

[field, CustNum],[description, Internal Epicor customer number.] [field, CustID],[description, User-defined customer ID (often used for external mapping).] [field, Name],[description, Customer's company or individual name.] [field, Address1, City, State, Zip, Country],[description, Billing address details.] [field, ContactName],[description, Primary contact person.] [field, EmailAddress],[description, Customer's primary email.]

Mapping Notes

Map Epicor's `CustID` to AuthorizeNet's `merchantCustomerId` for easy cross-referencing. Ensure bi-directional sync for `Name`, `EmailAddress`, and billing address fields. Map `CustomerProfileId` (from AuthNet) to a custom field in Epicor's Customer record for tokenized payment reference.

Next Steps

See AuthorizeNet + Epicor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

eCommerce Payment to Epicor Sales & AR Automation

Automate the entire online order lifecycle from payment capture to sales order creation and cash receipt posting in Epicor. This ensures inventory is accurately allocated and financial records are updated in real-time.

Integration Steps:

  1. 0 Customer places order on online store.
  2. 1 Payment initiated via AuthorizeNet's `createTransaction` API.
  3. 2 AuthorizeNet webhook confirms payment success.
  4. 3 iPaaS creates new `Customer` in Epicor (if needed) and `SalesOrder`.
  5. 4 iPaaS posts `CashReceipt` in Epicor, applying payment to the `SalesOrder` or `Invoice`.
  6. 5 Epicor inventory updated, fulfillment process initiated.

Business Outcome

Faster order fulfillment, accurate inventory management, reduced manual data entry for sales and finance, improved cash flow.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerate Order-to-Cash Cycle
Streamline payment capture to cash receipt posting, reducing days sales outstanding (DSO) and improving cash flow.
Boost Financial Accuracy
Automate reconciliation of AuthorizeNet settlements with Epicor GL, minimizing manual errors and ensuring audit-ready financial data.
Enhance PCI DSS Compliance
Leverage AuthorizeNet CIM for tokenized payments, significantly reducing your PCI scope and enhancing data security.
Reduce Manual Effort & Costs
Eliminate tedious data entry and reconciliation tasks, freeing up finance and operations teams for strategic activities.
Proactive Fraud Prevention
Integrate AuthorizeNet's AFDS with AI to detect and mitigate fraudulent transactions more effectively, protecting your revenue.
Gain Real-time Financial Visibility
Access up-to-the-minute payment and AR data in Epicor for better decision-making and forecasting.
Improve Customer Experience
Ensure accurate billing, faster refunds, and seamless payment options, leading to higher customer satisfaction.

Accelerate Order-to-Cash Cycle

30% Faster O2C

📋 What You Get

Streamline payment capture to cash receipt posting, reducing days sales outstanding (DSO) and improving cash flow.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster O2C, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with AuthorizeNet + 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 AuthorizeNet 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 AuthorizeNet + Epicor 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
POST createTransaction Process new payments, authorizations, captures, voids, and refunds. Crucial for order-to-cash and refund workflows.
POST createCustomerProfile Securely store customer payment and shipping profiles in CIM for recurring transactions and tokenization. Essential for PCI compliance.
POST createSubscription Establish recurring billing subscriptions via ARB. Important for businesses with subscription models.
POST getTransactionListForBatch Retrieve detailed transactions for a specific settlement batch. Key for daily financial reconciliation.
POST getUnsettledTransactionList Fetch transactions awaiting settlement. Useful for pre-settlement adjustments or real-time order status updates.
POST (incoming) webhooks (various events) Receive real-time notifications for payment approvals, declines, refunds, and settlements, enabling event-driven updates.

Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts between currencies if Epicor operates in a different base currency than AuthorizeNet transactions.
  • Status Mapping: Map AuthorizeNet's detailed `transactionStatus` and `responseCode` to Epicor's simplified `CashReceipt` and `Invoice` statuses (e.g., 'Approved' -> 'Paid', 'Declined' -> 'Failed').
  • Address Standardization: Harmonize address formats (e.g., state abbreviations, postal code formats) for `CustomerAddress` between AuthorizeNet CIM and Epicor `Customer` records.
  • Invoice Number Matching: Extract and normalize `invoiceNumber` from AuthorizeNet transactions to accurately match and apply payments to Epicor `Invoice`s.
  • Fee Allocation: Automatically categorize and post AuthorizeNet processing fees and chargebacks to designated `GLAccount`s in Epicor during reconciliation.

🛡️ Error Handling

  • Card declines due to insufficient funds or invalid details.
  • AuthorizeNet API rate limit exceeded.
  • Epicor `Customer` or `SalesOrder` validation errors (e.g., missing required fields).
  • Network connectivity issues between iPaaS and either system.
  • Attempted refund for a non-existent `transactionId`.
Pricing

Simple, transparent pricing for AuthorizeNet + 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
Support & Information

Frequently Asked Questions

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

No FAQs available for this integration pair.
Implementation Timeline

Go live with AuthorizeNet + 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 AuthorizeNet 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 AuthorizeNet + Epicor 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 AuthorizeNet + 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
Next Steps

See AuthorizeNet + Epicor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.