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Unify Payments & ERP: Seamless BridgePay & Epicor Integration

Automate Accounts Receivable, Streamline Reconciliation, and Elevate Financial Accuracy with our Intelligent iPaaS Solution.

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The Challenge

The Disconnect: Manual Payment Processing & ERP Reconciliation

In today's fast-paced business environment, disjointed payment processing and ERP systems create significant operational bottlenecks, financial inaccuracies, and compliance risks. Without a robust integration, your finance team grapples with a mountain of manual tasks, hindering efficiency and strategic insights.

  • Manual Data Entry: Tedious, error-prone transfer of payment data from BridgePay to Epicor.
  • Delayed Reconciliation: Slow and complex daily/monthly reconciliation of settlements and bank statements.
  • Inaccurate Financial Reporting: Discrepancies between payment records and ERP ledgers.
  • Inefficient Cash Application: Delays in posting customer payments to Epicor Accounts Receivable.
  • Chargeback Challenges: Slow response to chargeback notifications, leading to lost revenue and increased fees.
  • PCI DSS Compliance Burden: Difficulty maintaining compliance across multiple disconnected systems.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Solution: BridgePay & Epicor Integration with iPaaS

Our AI-powered iPaaS bridges the gap between BridgePay and Epicor, creating a unified, automated ecosystem for all your payment and ERP operations. This low-code platform delivers real-time data synchronization, intelligent workflow automation, and robust financial reconciliation, transforming your financial processes.

  • Real-time Payment Sync: Instantaneous posting of BridgePay transactions to Epicor AR.
  • Automated Financial Reconciliation: Streamlined daily settlement and bank reconciliation.
  • Dynamic GL Account Mapping: Low-code rules for accurate General Ledger postings.
  • Event-Driven Workflows: Immediate response to payment captures, refunds, and chargebacks.
  • AI-Powered Anomaly Detection: Proactive identification of fraud and reconciliation discrepancies.
Implementation Timeline

Go live with BridgePay + 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 BridgePay 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 BridgePay + 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 Payment Sync: Instantaneous posting of BridgePay transactions to Epicor AR.
  • Automated Financial Reconciliation: Streamlined daily settlement and bank reconciliation.
  • Dynamic GL Account Mapping: Low-code rules for accurate General Ledger postings.
  • Event-Driven Workflows: Immediate response to payment captures, refunds, and chargebacks.
  • AI-Powered Anomaly Detection: Proactive identification of fraud and reconciliation discrepancies.
  • PCI DSS Compliant Data Handling: Secure, tokenized payment information flow.

Deep Dive: Technical Integration Details

The integration between BridgePay and Epicor is built on a modern, API-first, and event-driven architecture, orchestrated by a robust iPaaS. This ensures secure, scalable, and real-time data exchange.

Data Flow Steps

1. Secure Connection: Establish authenticated connections to BridgePay APIs (OAuth 2.0/API Keys) and Epicor REST APIs (OAuth 2.0/Bearer Tokens).

2. Webhook Configuration: Subscribe to critical BridgePay events (`payment.captured`, `refund.processed`, `chargeback.received`) via webhooks, pointing to secure iPaaS endpoints.

3. Data Ingestion & Transformation: When a webhook event is received, the iPaaS ingests the BridgePay payload. A low-code visual mapper transforms the data to align with Epicor's schema, applying business rules and AI-assisted validation.

4. Epicor API Interaction: The transformed data is then used to call relevant Epicor REST API endpoints (e.g., `/CashReceipts`, `/JournalEntries`, `/SalesOrders`) to create or update records.

5. Error Handling & Monitoring: Robust error handling, retry mechanisms, and comprehensive logging ensure data integrity. Real-time dashboards provide end-to-end visibility and proactive alerts for any failures.

6. Reconciliation Flows: Scheduled jobs retrieve BridgePay settlement reports and orchestrate the reconciliation process, posting aggregate financial data to Epicor GL and flagging discrepancies.

Data Touchpoints

BridgePay: Payment Transaction, Customer Account, Order, Refund, Chargeback, Settlement Batch, Payment Method Token.
Epicor: Customer, SalesOrder, Part, Invoice (AR), CashReceipt, GLAccount, JournalEntry.

"BridgePay (Events/APIs) <--- iPaaS (Orchestration, Mapping, AI) ---> Epicor ERP (APIs)"

Pricing

Simple, transparent pricing for BridgePay + 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 BridgePay

Integrating BridgePay 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

The integration focuses on synchronizing critical financial and customer entities, ensuring data consistency and enabling end-to-end process automation. Our iPaaS provides intelligent mapping tools to bridge schema differences between BridgePay and Epicor.

Payment Transaction (BridgePay) <=> Cash Receipt (Epicor)

The core financial event. A BridgePay `Payment Transaction` (authorization, capture, sale) is mapped to an Epicor `CashReceipt` for accurate AR posting.

BridgePay Fields

transactionId amount currency status paymentMethodType cardLast4 customerId orderId timestamp fees

Epicor Fields

CashReceiptID ReceiptDate CustNum Amount CurrencyCode Reference AppliedToInvoice GLAccount ReceivedFrom Comments

Mapping Notes

BridgePay's `transactionId` is crucial for linking to Epicor's `Reference` field for auditability. `amount` becomes Epicor's `Amount`. `customerId` maps to `CustNum`. `status` (e.g., 'captured') triggers `CashReceipt` creation. `fees` can be used to generate separate `JournalEntry` lines.

Next Steps

See BridgePay + 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 Automation

Automate the entire sales process from online order placement to cash receipt posting in Epicor, ensuring seamless order fulfillment and accurate revenue recognition.

Integration Steps:

  1. 0 Customer places an order on an eCommerce platform.
  2. 1 Payment is processed and captured via BridgePay, triggering a `payment.captured` webhook.
  3. 2 iPaaS receives the webhook, extracts `Payment Transaction` details, and creates a `SalesOrder` (if not already existing) and a `CashReceipt` in Epicor.
  4. 3 Epicor `SalesOrder` status is updated to 'Paid' or 'Ready for Fulfillment'.
  5. 4 Payment and order details are reconciled in Epicor AR and GL.

Business Outcome

Faster order fulfillment, accurate inventory management, accelerated cash flow, and real-time visibility into sales performance.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerate Cash Application
Automatically post BridgePay payments as Cash Receipts in Epicor in real-time, drastically reducing manual data entry and speeding up cash flow.
Boost Financial Accuracy
Eliminate human errors with automated data transfer and AI-driven validation, ensuring consistent and reliable financial data across BridgePay and Epicor.
Streamline Reconciliation
Automate daily settlement reconciliation from BridgePay to Epicor's General Ledger, with AI detecting anomalies, cutting down reconciliation time from days to minutes.
Enhance Security & Compliance
Maintain PCI DSS compliance by tokenizing sensitive payment data and encrypting all data in transit, minimizing risk and ensuring regulatory adherence.
Gain Real-time Financial Insights
Access up-to-the-minute payment data within Epicor, empowering better decision-making, forecasting, and strategic planning.
Reduce Operational Costs
Significantly lower labor costs associated with manual data entry, error correction, and dispute management, freeing up finance teams for higher-value tasks.
✨

Accelerate Cash Application

80% Faster Cash Application

📋 What You Get

Automatically post BridgePay payments as Cash Receipts in Epicor in real-time, drastically reducing manual data entry and speeding up cash flow.

💼 Business Impact

This benefit directly contributes to 80% Faster improvement in Cash Application, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with BridgePay + 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 BridgePay 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 BridgePay + 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 /v1/payments Process new payment transactions (credit card, ACH). Returns a transaction ID and status.
POST /v1/payments/{transactionId}/refunds Initiate a refund for a previously processed payment transaction. Requires original transaction ID and refund amount.
GET /v1/transactions/{transactionId} Retrieve detailed information about a specific payment transaction, including status, amount, and associated metadata.
POST /v1/webhooks/subscriptions Manage webhook subscriptions for event-driven integrations (e.g., 'payment.captured', 'refund.processed', 'chargeback.received').
GET /v1/settlements/daily Retrieve daily settlement reports for reconciliation purposes, often including aggregate transaction data and fees.
GET /v1/customers/{customerId}/payment_methods Retrieve tokenized payment methods for a specific customer, enabling secure recurring billing.

⚡ Transformation Logic

  • Field Concatenation: Combine `firstName` and `lastName` from BridgePay into `ContactName` for Epicor `Customer`.
  • Conditional Mapping: Map `paymentMethodType` from BridgePay to different Epicor `GLAccount` segments based on internal accounting rules.
  • Data Normalization: Standardize address formats (e.g., street abbreviations) for Epicor `Customer` records.
  • Value Lookups: Convert BridgePay `status` codes to Epicor equivalent `CashReceipt` status values.
  • Date Formatting: Ensure timestamp formats from BridgePay conform to Epicor's date field requirements.

🛡️ Error Handling

  • BridgePay API Gateway Timeout: Triggers retry with exponential backoff.
  • Epicor Business Rule Violation: `CashReceipt` creation fails due to invalid `CustNum`; iPaaS logs error, sends alert, and routes to dead-letter queue.
  • Network Interruption: Messages are queued and retried once connectivity is restored, preventing data loss.
  • Duplicate Payment Event: Idempotency key prevents duplicate `CashReceipt` creation in Epicor, logs a warning.
  • Data Format Mismatch: AI flags the error during transformation, suggesting a correction or stopping the flow for manual review.
Pricing

Simple, transparent pricing for BridgePay + 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.

General FAQs

▸ What is BridgePay, and why is integration crucial for it?
BridgePay is a financial technology platform focused on payment processing and transaction management. Integration is crucial because it allows BridgePay to seamlessly connect with your Epicor ERP, eCommerce, and banking systems. This enables automated payment capture, real-time reconciliation, accurate financial reporting, and a unified view of your financial operations, unlocking its full value beyond a standalone payment processor.

Technology FAQs

▸ How does iPaaS enhance BridgePay's capabilities for payment processing with Epicor?
An iPaaS acts as an orchestration layer for BridgePay and Epicor. It provides pre-built connectors, low-code mapping tools, and workflow automation capabilities to connect BridgePay with Epicor. This enhances payment processing by enabling real-time data sync, automated reconciliation, dynamic routing of transactions to Epicor, and comprehensive error handling, significantly improving efficiency and accuracy within your ERP.
▸ What are Epicor's API capabilities for integration with BridgePay?
Epicor Kinetic offers a rich set of RESTful APIs, providing programmatic access to most business objects and functions, including `SalesOrders`, `Customers`, `CashReceipts`, `ARInvoices`, and `JournalEntries`. Our iPaaS primarily leverages these REST APIs for efficient, scalable, and secure connectivity, ensuring comprehensive data exchange with BridgePay.

Customization FAQs

▸ Can I use low-code/no-code tools to build workflows between BridgePay and Epicor?
Absolutely. Modern iPaaS platforms offer robust low-code/no-code environments, allowing business analysts and finance professionals to design, build, and manage sophisticated BridgePay-Epicor integration workflows without extensive coding. This democratizes automation, accelerates development cycles, and allows for rapid adaptation to changing business needs, such as new payment methods or reconciliation rules within Epicor.

AI FAQs

▸ How can AI augment BridgePay and Epicor integrations for better financial outcomes?
AI can significantly augment BridgePay-Epicor integrations by providing capabilities like real-time fraud detection on BridgePay transactions, anomaly detection in reconciliation data, intelligent exception handling, and predictive insights into payment trends. For example, AI can automatically flag suspicious transactions, suggest optimal GL account mappings in Epicor, or even auto-resolve common payment errors, leading to higher data quality and reduced manual effort.

Challenges FAQs

▸ What are the common challenges when integrating BridgePay with Epicor ERP, and how are they solved?
Common challenges include ensuring real-time payment status updates, accurate two-way synchronization of customer and order data, complex reconciliation of settlement batches, handling refunds and chargebacks, and mapping BridgePay transaction data to Epicor's General Ledger. Our iPaaS solves these with event-driven architecture, robust data mapping, AI-assisted reconciliation, and idempotent API calls to ensure data consistency and prevent duplicates.

Security FAQs

▸ How do I ensure PCI DSS compliance when integrating BridgePay with Epicor?
Ensuring PCI DSS compliance requires careful planning. Always use BridgePay's tokenization features to avoid handling raw cardholder data within your iPaaS or Epicor. Encrypt all data in transit (TLS 1.2+) and at rest. Implement strict access controls, regularly audit integration points, and ensure your iPaaS provider is also PCI compliant. Never store sensitive payment information in your iPaaS logs or databases.

Entities FAQs

▸ What entities are commonly synchronized between BridgePay and Epicor?
Common entities include BridgePay `Payment Transaction`s mapping to Epicor `CashReceipt`s, `Customer Account`s to `Customer` records, `Order` (from eCommerce) to `SalesOrder`, BridgePay `Refund`s to negative `CashReceipt`s or `Credit Memo`s, and BridgePay `Settlement Batch` data to Epicor `General Ledger Entry` records for reconciliation and fee posting.
Implementation Timeline

Go live with BridgePay + 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 BridgePay 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 BridgePay + 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 BridgePay + 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 BridgePay + 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