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Unify Payments & ERP: Chase Orbital Paymentech + Epicor Integration

Automate your entire order-to-cash cycle, enhance financial accuracy, and fortify compliance with a powerful, AI-driven integration.

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The Challenge

The Disconnect: Manual Payments & Fragmented ERP Data

Without a robust integration, managing payments from Chase Orbital Paymentech and recording them in Epicor ERP becomes a complex, error-prone, and resource-intensive ordeal. This disconnect impacts everything from cash flow to customer satisfaction.

  • Manual Data Entry: Re-keying payment details, customer info, and order statuses between Chase Orbital and Epicor.
  • Delayed Reconciliation: Daily settlement reports from Orbital require tedious, manual comparison against Epicor's General Ledger.
  • Inaccurate Financials: Discrepancies between payment records and ERP entries lead to incorrect reporting and audit risks.
  • Slow Order-to-Cash: Manual payment processing delays order fulfillment and cash application, impacting liquidity.
  • Compliance Headaches: Ensuring PCI DSS compliance when handling sensitive payment data across disparate systems.
  • Inefficient Fraud Management: Reactive fraud detection and manual chargeback processes lead to revenue loss and operational overhead.
  • Poor Customer Experience: Delays in refunds, incorrect order statuses, and payment issues frustrate customers.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent iPaaS for Chase Orbital & Epicor

Our iPaaS-powered integration bridges the gap between Chase Orbital Paymentech and Epicor, creating a seamless, automated, and intelligent payment ecosystem. It centralizes all payment-related data and workflows, ensuring accuracy, speed, and compliance across your enterprise.

  • Real-time Payment & Order Data Synchronization
  • Automated Cash Receipt & Invoice Updates in Epicor
  • Intelligent Financial Reconciliation Engine
  • AI-Augmented Fraud Detection & Chargeback Management
  • PCI DSS Compliant Data Handling via Tokenization
Implementation Timeline

Go live with Chase Orbital Paymentech + 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 Chase Orbital Paymentech 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 Chase Orbital Paymentech + 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 & Order Data Synchronization
  • Automated Cash Receipt & Invoice Updates in Epicor
  • Intelligent Financial Reconciliation Engine
  • AI-Augmented Fraud Detection & Chargeback Management
  • PCI DSS Compliant Data Handling via Tokenization
  • Customizable Workflow Automation with Low-Code Tools
  • Comprehensive Monitoring & Alerting for all Transactions

Technical Integration Details: Connecting Chase Orbital & Epicor

Our iPaaS-led integration leverages the robust API capabilities of both Chase Orbital Paymentech and Epicor, ensuring secure, scalable, and real-time data exchange. This section outlines the core technical components and strategies.

Data Flow Steps

Secure API Connectivity: Establish secure, authenticated connections to Chase Orbital and Epicor using OAuth 2.0 (Epicor) and Merchant ID/Password or OAuth (Orbital). Credentials are stored in a secure secret manager.

Event Listener/Polling: Configure iPaaS to listen for real-time events from Chase Orbital (e.g., webhooks for `transaction complete`, `refund processed`) and/or poll Epicor for new `SalesOrder` or `Invoice` records.

Data Extraction & Transformation: Extract relevant `Transaction`, `Customer`, `Order`, `Refund`, and `Settlement Report` data from Chase Orbital. For Epicor, extract `SalesOrder`, `Customer`, `Part`, `Invoice`, and `CashReceipt` data. Data is then transformed to a canonical model using the iPaaS's visual mapping tools.

Business Logic & Validation: Apply business rules (e.g., currency conversion, tax calculations, fraud checks) and validate data integrity before pushing to the target system. AI can assist in inferring and validating these rules.

API Invocation: Call appropriate Epicor REST APIs (e.g., `/SalesOrders` POST, `/CashReceipts` POST) or Chase Orbital endpoints (e.g., `/authorize`, `/capture`, `/refund`) to create or update records.

Error Handling & Monitoring: Implement robust error handling (retries, dead-letter queues, alerts) and continuous monitoring of all API calls and data flows via a centralized dashboard.

Data Touchpoints

Chase Orbital: Transaction, Payment Method, Customer, Order, Refund, Settlement Report, Chargeback, Merchant Account.
Epicor: Customer, SalesOrder, Part, Invoice (AR), CashReceipt, GLAccount, JobHead (indirectly for fulfillment status).
Shared/Cross-System: Customer ID, Order ID, Amount, Status, Transaction ID.

"Payment Gateway (Chase Orbital) -- (Transaction Events/APIs) --> iPaaS -- (Data Transformation/Business Logic) --> Epicor ERP (Sales Orders, Cash Receipts, AR, GL) <-- (Order/Invoice Data/APIs) -- iPaaS <-- (Settlement Reports/APIs) -- Chase Orbital"

Pricing

Simple, transparent pricing for Chase Orbital Paymentech + 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 Chase Orbital Paymentech

Integrating Chase Orbital Paymentech 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 Data Mapping

A successful integration hinges on precise mapping and transformation of critical business entities between Chase Orbital Paymentech and Epicor. Our iPaaS provides visual, AI-assisted tools for this complex task.

Customer

Synchronizes customer records for consistent billing, shipping, and payment history across sales, finance, and payment processing.

Chase Orbital Paymentech Fields

customerId (CRM/ERP) orbitalCustomerId (if applicable) firstName lastName email billingAddress

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

Mapping Notes

Map `Epicor.CustID` as the primary identifier for `Chase Orbital.customerId` if no separate CRM ID exists. Ensure billing address consistency. `orbitalCustomerId` is for Chase's internal tokenization/customer vault.

Next Steps

See Chase Orbital Paymentech + 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-Payment-to-Epicor Sales Order Sync

A customer places an order on an eCommerce platform. The iPaaS orchestrates payment processing via Chase Orbital Paymentech and, upon successful authorization/capture, creates a SalesOrder in Epicor. Payment confirmation (Cash Receipt) is automatically posted in Epicor upon payment capture, and order/payment statuses are updated across all systems.

Integration Steps:

  1. 0 eCommerce Order Creation: Customer places order.
  2. 1 Payment Authorization (Orbital): iPaaS sends payment request to Chase Orbital.
  3. 2 Epicor Sales Order Creation: Upon successful authorization, iPaaS creates `SalesOrder` in Epicor, linking `OrderDtl` to `Part`.
  4. 3 Payment Capture (Orbital): Triggered by Epicor shipment confirmation or specific business logic.
  5. 4 Epicor Cash Receipt Posting: iPaaS automatically creates `CashReceipt` in Epicor, referencing `Invoice` and `Customer`.
  6. 5 Status Updates: eCommerce and CRM receive real-time updates on payment and order status.

Business Outcome

Seamless, automated order processing from front-end sales to back-end accounting, faster cash application, accurate inventory allocation.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Accelerated Order-to-Cash Cycle
Automate payment processing and cash receipt posting, significantly reducing the time from order placement to cash realization.
Enhanced Financial Accuracy & Compliance
Minimize manual errors in data entry, automate reconciliation, and ensure PCI DSS compliance with tokenized payment data.
Reduced Operational Costs
Eliminate manual data entry, reconciliation tasks, and exception handling, freeing up valuable finance and operations resources.
Proactive Fraud & Chargeback Management
Leverage AI for real-time fraud detection and automate chargeback case creation, protecting your revenue and streamlining dispute resolution.
Improved Customer Experience
Faster payment processing, accurate order statuses, and efficient refund handling lead to higher customer satisfaction.
Real-time Financial Visibility
Gain immediate insights into payment statuses, cash flow, and financial performance, enabling better decision-making.
✨

Accelerated Order-to-Cash Cycle

30% Faster Cash Flow

📋 What You Get

Automate payment processing and cash receipt posting, significantly reducing the time from order placement to cash realization.

💼 Business Impact

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

Implementation Timeline

Go live with Chase Orbital Paymentech + 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 Chase Orbital Paymentech 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 Chase Orbital Paymentech + 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 /authorize Pre-authorize payment amount, e.g., for order holds or subscription setup.
POST /capture Finalize an authorized transaction, moving funds. Linked to order fulfillment.
POST /sale Combine authorization and capture for immediate payment processing (eCommerce checkout).
POST /refund Process full or partial refunds for previously captured transactions.
POST /void Cancel an authorized transaction before capture.
GET /status Retrieve current status of a specific transaction by ID.

⚡ Transformation Logic

  • Currency Conversion: Convert transaction amounts to Epicor's base currency if different, using real-time exchange rates.
  • Address Normalization: Standardize billing and shipping address formats for Epicor's `Customer` and `SalesOrder` entities.
  • Status Mapping: Map Chase Orbital `Transaction.status` values (e.g., 'AUTHORIZED', 'CAPTURED', 'REFUNDED') to Epicor `SalesOrder.OrderStatus` or custom fields.
  • ID Cross-Referencing: Store Chase Orbital `transactionId` in `Epicor.Invoice.Reference` or a custom field for traceability.
  • Line Item Aggregation: Convert eCommerce order line items into `Epicor.OrderDtl` records, mapping product IDs (`PartNum`), quantities, and prices.
  • Data Enrichment: Add metadata (e.g., payment gateway fees) from Orbital to Epicor `JournalEntry` or `CashReceipt` descriptions.

🛡️ Error Handling

  • API Rate Limit Exceeded: Handled by iPaaS throttling and retries.
  • Invalid Data Format: Data validation rules prevent malformed data from reaching Epicor/Orbital. Failed messages routed to dead-letter queue.
  • Transaction Declined/Failed: Payment failure status updated in Epicor, triggering dunning or customer notification.
  • Epicor Business Rule Violation: Epicor API returns specific error. iPaaS logs, alerts, and may suggest data correction.
  • Network Connectivity Issues: Handled by automatic retries with exponential backoff.
  • Duplicate Record Creation: Idempotency checks and unique key constraints prevent duplicates in Epicor.
Pricing

Simple, transparent pricing for Chase Orbital Paymentech + 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 the primary benefit of integrating Chase Orbital Paymentech with Epicor?
The primary benefit is achieving end-to-end payment orchestration and automation. An iPaaS transforms Chase Orbital from a standalone payment gateway into a fully integrated component of your Epicor ERP ecosystem, enabling real-time data flow for order processing, cash receipts, refunds, and reconciliation, drastically reducing manual effort and enhancing data accuracy across financial operations.

eCommerce FAQs

▸ How does iPaaS improve Chase Orbital Paymentech's eCommerce integration with Epicor?
iPaaS provides pre-built connectors and flexible mapping tools to seamlessly sync orders, customer data, and payment statuses between your eCommerce platform, Chase Orbital, and Epicor. It automates the creation of Epicor Sales Orders upon payment authorization, posts Cash Receipts upon capture, ensures real-time inventory updates (from Epicor to eCommerce), and streamlines the entire order-to-cash workflow, leading to faster fulfillment and a better customer experience.

Technical FAQs

▸ Can I use low-code tools to build Chase Orbital Paymentech and Epicor workflows?
Absolutely. Modern iPaaS platforms offer low-code/no-code environments, allowing business analysts and power users to design, test, and deploy complex payment and ERP workflows without extensive coding. This accelerates development, reduces IT backlog, and enables faster adaptation to changing business needs, such as new payment methods or Epicor business rules.
▸ Does Epicor support event-driven architecture for real-time payment updates?
Yes, Epicor Kinetic can support event-driven architecture. While Epicor itself might not natively publish all business events as webhooks out-of-the-box, its Business Process Management (BPM) engine can be configured to trigger custom events or call external iPaaS endpoints whenever specific data changes occur (e.g., sales order creation, inventory adjustments), enabling real-time updates to or from Chase Orbital and other systems.

AI FAQs

▸ What role does AI play in enhancing Chase Orbital Paymentech and Epicor integrations?
AI can significantly augment these integrations by providing intelligent fraud detection for Orbital transactions, automated reconciliation of settlement reports against Epicor's GL, and predictive analytics for payment failures. It helps in flagging anomalies, automating exception handling, suggesting data mappings, and providing real-time insights, leading to higher data quality and reduced operational costs.

Financial FAQs

▸ How do I handle transaction reconciliation between Chase Orbital and Epicor?
An iPaaS automates daily reconciliation. It retrieves settlement reports from Chase Orbital (via API or SFTP), transforms the data, and compares it against `CashReceipt` and `JournalEntry` transactions recorded in your Epicor's General Ledger. Any discrepancies are automatically flagged, logged, and reported for investigation, drastically reducing manual reconciliation efforts and accelerating financial close.

Challenges FAQs

▸ What are the common challenges when integrating Chase Orbital Paymentech with Epicor?
Common challenges include maintaining data consistency across multiple systems (e.g., Customer IDs, Order Statuses), managing API rate limits, ensuring PCI DSS compliance for sensitive payment data, handling complex error scenarios gracefully, and orchestrating end-to-end payment workflows that span several platforms. A robust iPaaS addresses these by providing centralized control, advanced features, and secure data handling.

Security FAQs

▸ How can I secure sensitive payment data during Chase Orbital-Epicor integration?
Always use Chase Orbital's tokenization services to prevent storing raw card data in your iPaaS or Epicor. Ensure all data in transit is encrypted with TLS 1.2+ and utilize secure API authentication methods (e.g., OAuth for Epicor, Merchant ID/Password for Orbital). Your iPaaS should also provide robust security features, including data encryption at rest, strict access controls, and comprehensive audit trails to maintain PCI DSS compliance.
Implementation Timeline

Go live with Chase Orbital Paymentech + 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 Chase Orbital Paymentech 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 Chase Orbital Paymentech + 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 Chase Orbital Paymentech + 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 Chase Orbital Paymentech + 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