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Unlock Seamless Financial Operations: Epicor E10 + Chase Orbital Paymentech Integration

Automate payment processing, accelerate cash application, and gain real-time financial visibility with an intelligent, iPaaS-driven integration.

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The Challenge

The Challenge: Manual Gaps Between ERP and Payment Processing

Without a robust integration, managing payments and financial reconciliation between your core ERP and payment gateway leads to significant inefficiencies, errors, and compliance risks.

  • Delayed Cash Application: Manually posting payments to Epicor E10 slows down accounts receivable and impacts cash flow forecasting.
  • Reconciliation Headaches: Daily settlement reports from Chase Orbital Paymentech require painstaking manual matching against E10 transactions.
  • Fragmented Customer Data: Payment method updates or new profiles in Chase aren't reflected in E10 or CRM, leading to inconsistencies.
  • PCI Compliance Burden: Handling sensitive payment data across disparate systems increases your compliance scope and risk.
  • Lack of Real-time Visibility: Critical payment statuses aren't immediately available in E10, hindering order fulfillment and customer service.
  • Error Prone: Manual data entry inevitably introduces human errors, leading to discrepancies and requiring costly corrections.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Integration for Epicor E10 and Chase Orbital Paymentech

Our iPaaS-driven solution provides a powerful, secure, and flexible bridge between Epicor E10 and Chase Orbital Paymentech, automating critical financial workflows and ensuring data integrity.

  • Real-time Payment Synchronization: Instantly update Epicor E10 with payment authorizations, captures, and refunds.
  • Automated Financial Reconciliation: Streamline daily settlement report processing and GL posting.
  • Tokenized Payment Data Handling: Leverage Chase Orbital Paymentech's tokenization for PCI-compliant data storage.
  • Customizable Workflow Automation: Tailor payment workflows to your specific business rules without coding.
  • Comprehensive Error Handling & Monitoring: Ensure data accuracy and prompt resolution of integration issues.
Implementation Timeline

Go live with Epicor E10 & Chase Orbital + Paymentech | Payments & ERP 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 Epicor E10 & Chase Orbital and Paymentech | Payments & ERP, 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 Epicor E10 & Chase Orbital + Paymentech | Payments & ERP 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 Synchronization: Instantly update Epicor E10 with payment authorizations, captures, and refunds.
  • Automated Financial Reconciliation: Streamline daily settlement report processing and GL posting.
  • Tokenized Payment Data Handling: Leverage Chase Orbital Paymentech's tokenization for PCI-compliant data storage.
  • Customizable Workflow Automation: Tailor payment workflows to your specific business rules without coding.
  • Comprehensive Error Handling & Monitoring: Ensure data accuracy and prompt resolution of integration issues.
  • Scalable & Secure Architecture: Built on a robust iPaaS for enterprise-grade performance and security.

Technical Integration Details: Epicor E10 and Chase Orbital Paymentech

Our iPaaS acts as the central hub, orchestrating secure, efficient, and scalable data exchange between Epicor E10 and Chase Orbital Paymentech. This approach prioritizes API-first connectivity and event-driven automation.

Data Flow Steps

API Connection & Authentication: Securely establish connections to Epicor E10's RESTful APIs (using OAuth 2.0/token-based auth) and Chase Orbital Paymentech's APIs (OAuth 2.0/API keys). Credentials are managed in a centralized vault.

Data Mapping & Transformation: Utilize the iPaaS's visual mapping canvas to align disparate data schemas. Apply AI-assisted transformations and custom business logic (e.g., currency conversion, tax calculations, GL account mapping).

Workflow Orchestration: Design multi-step, conditional workflows. For example, a successful payment event from Chase triggers a series of actions in E10 (create cash receipt, update invoice, adjust inventory).

Event-Driven Triggers & Webhooks: Leverage Chase Orbital Paymentech's webhooks for real-time payment events (e.g., 'Transaction Captured', 'Chargeback'). For E10, utilize BAQs or custom events to trigger downstream processes.

Error Handling & Monitoring: Implement robust error handling with automatic retries, dead-letter queues, and real-time alerts. Monitor integration health and performance via centralized dashboards.

Deployment & Governance: Manage integration lifecycle from development to production with version control, sandbox testing, and CI/CD pipelines.

Data Touchpoints

Epicor E10: Sales Order, Invoice, Customer, GL Account, Cash Receipt, Credit Memo, Part, Employee (for expense payments if applicable).
Chase Orbital Paymentech: Transaction (Auth, Capture, Refund), SettlementBatch, CustomerPaymentProfile, PaymentMethod, Chargeback, Refund.

"Epicor E10 <-> iPaaS <-> Chase Orbital Paymentech. Data flows include: E10 Sales Order -> iPaaS -> Chase Authorization/Capture; Chase Settlement -> iPaaS -> E10 GL Journal; Chase Webhooks -> iPaaS -> E10 Updates."

Pricing

Simple, transparent pricing for Epicor E10 & Chase Orbital + Paymentech | Payments & ERP.

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 Epicor E10 & Chase Orbital

Integrating Epicor E10 & Chase Orbital 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 between Epicor E10 and Chase Orbital Paymentech

Effective integration relies on precise mapping of core business entities. Our iPaaS ensures data consistency and integrity across both systems, often leveraging AI for smarter transformations.

Customer

Synchronizes customer master data to ensure consistent records for billing and payment processing.

Epicor E10 & Chase Orbital Fields

CustomerID Name Address ContactName TermsCode CreditLimit

Paymentech | Payments & ERP Fields

customerId firstName lastName email billingAddress shippingAddress paymentMethodIds[] profileId

Mapping Notes

Map Epicor E10's CustomerID to Chase Orbital Paymentech's `customerId` for unique identification. Address standardization is crucial. Only non-sensitive payment profile details (e.g., `last4`, `type`) should be synced back to E10 or CRM.

Next Steps

See Epicor E10 & Chase Orbital + Paymentech | Payments & ERP 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 Instant Payment Updates

Automate the entire sales order payment lifecycle, from customer checkout to Epicor E10 cash receipt posting.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce, triggering payment request.
  2. 1 iPaaS sends authorization request to Chase Orbital Paymentech (`/transactions/authorize`).
  3. 2 Successful authorization creates Sales Order in Epicor E10 (`/api/v1/Ice.BO.SalesOrderSvc/SalesOrders`).
  4. 3 Order shipment triggers payment capture via Chase Orbital Paymentech (`/transactions/capture`).
  5. 4 Captured payment automatically creates Cash Receipt and applies it to Invoice in Epicor E10.

Business Outcome

Accelerated cash flow, reduced manual AR entry, real-time order visibility, improved customer satisfaction.

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 Flow & Improve Liquidity
Automate payment processing and AR updates, significantly reducing the time from sale to cash realization.
Boost Financial Accuracy & Reduce Errors
Eliminate manual data entry and leverage AI validation to ensure consistent, error-free financial records.
Streamline Reconciliation & Close Faster
Automate daily settlement reconciliation, freeing up finance teams and accelerating month-end close cycles.
Enhance PCI Compliance & Security
Utilize tokenization and secure data handling best practices to minimize your PCI DSS scope.
Gain Real-time Financial Visibility
Access up-to-the-minute payment statuses and financial data across Epicor E10 and Chase Orbital Paymentech.
Empower Business Users with Low-Code
Enable finance and operations teams to build and modify workflows with visual, low-code tools, reducing IT dependency.
✨

Accelerate Cash Flow & Improve Liquidity

25-50% Faster Cash Application

📋 What You Get

Automate payment processing and AR updates, significantly reducing the time from sale to cash realization.

💼 Business Impact

This benefit directly contributes to 25-50% improvement in Faster Cash Application, 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
POST /api/v1/Ice.BO.SalesOrderSvc/SalesOrders Create Sales Orders in E10 from eCommerce or CRM after payment authorization. Requires detailed header and line item data.
GET/PUT/PATCH /api/v1/Ice.BO.CustomerSvc/Customers Retrieve or update customer information, including payment profile references (non-sensitive details) synced from Chase Orbital Paymentech.
POST /api/v1/Ice.BO.CashReceiptSvc/CashReceipts Create cash receipts in E10 upon successful payment capture from Chase Orbital Paymentech, applying to relevant invoices.
GET/PATCH /api/v1/Ice.BO.InvoiceSvc/Invoices Retrieve invoice details or update payment status in E10 after payment processing.
POST /api/v1/Ice.BO.GLAccountSvc/GLAccounts Post journal entries for daily settlement reconciliation (gross sales, fees, net cash) into E10's General Ledger.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts to Epicor E10's base currency if Chase Orbital Paymentech processes in multiple currencies.
  • GL Account Mapping: Dynamic mapping of payment types (sales, fees, refunds) to specific General Ledger accounts in Epicor E10.
  • Status Harmonization: Translate payment statuses from Chase Orbital Paymentech (e.g., 'AUTHORIZED', 'CAPTURED', 'REFUNDED') to Epicor E10's cash receipt or invoice status codes.
  • Data Enrichment: Augment payment data with E10 customer or order details for richer reporting and audit trails.

🛡️ Error Handling

  • Chase Orbital Paymentech API unavailability: iPaaS retries with exponential backoff.
  • Invalid data from eCommerce: iPaaS rejects transaction, notifies source system, and logs error.
  • Epicor E10 API throttling: iPaaS queues requests and retries at a controlled rate.
  • Mismatched Order/Invoice IDs: Transaction routed to dead-letter queue for manual reconciliation.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ What is the best way to integrate Epicor E10 with Chase Orbital Paymentech?
The most robust and scalable approach is to use an iPaaS (Integration Platform as a Service). An iPaaS provides pre-built connectors, visual mapping, workflow orchestration, and monitoring tools to facilitate seamless, API-first, and event-driven integration between E10 and Chase Orbital Paymentech.

Real-time Processing FAQs

▸ Does this integration support real-time payment processing and AR updates in Epicor E10?
Yes, absolutely. By leveraging Chase Orbital Paymentech's webhooks and Epicor E10's RESTful APIs, our iPaaS enables real-time payment authorizations, captures, and subsequent updates to Accounts Receivable and cash receipts in E10, ensuring your financial records are always up-to-date.

Security & Compliance FAQs

▸ How does this solution handle PCI DSS compliance for sensitive payment data?
PCI DSS compliance is paramount. The integration leverages Chase Orbital Paymentech's tokenization services, ensuring sensitive cardholder data never touches your systems directly. Only secure tokens are exchanged and stored (if needed), significantly reducing your compliance scope. All data in transit is encrypted with TLS 1.2+.

Financial Reconciliation FAQs

▸ Can I automate daily financial reconciliation between Chase Orbital Paymentech and Epicor E10's GL?
Yes, this is a core capability. The iPaaS can automatically retrieve daily settlement reports from Chase Orbital Paymentech, transform the gross sales, fees, and net amounts into appropriate journal entries, and post them directly to your Epicor E10 General Ledger accounts, drastically reducing manual effort.

Technical Details FAQs

▸ Are there specific Epicor E10 APIs for common business objects like Customers or Sales Orders?
Yes, Epicor E10 provides a rich set of RESTful APIs, often organized by business object services (e.g., SalesOrderSvc, CustomerSvc, GLAccountSvc). These APIs allow for CRUD operations on core E10 entities, making them ideal for integration with a modern iPaaS.

Low-Code/No-Code FAQs

▸ How do low-code/no-code tools enhance this integration?
Low-code/no-code tools within the iPaaS allow business users to design, test, and deploy payment-related workflows using visual interfaces, without writing complex code. This accelerates automation, reduces reliance on IT, and enables faster adaptation to changing business requirements.

Error Management FAQs

▸ What happens if an integration fails? How is error handling managed?
Our solution includes robust, multi-tiered error handling. This involves automated retries with exponential backoff for transient issues, dead-letter queues for persistent failures, and real-time alerts to notify relevant teams. Comprehensive logging and AI-assisted error classification help resolve issues quickly.

Customization FAQs

▸ Can this integration handle custom fields in Epicor E10?
Absolutely. The iPaaS's flexible mapping and transformation engine can accommodate Epicor E10's User Defined Fields (UDFs). You can map custom data from Chase Orbital Paymentech (or other systems) to E10 UDFs and vice versa, ensuring all relevant data is synchronized.
Pricing

Simple, transparent pricing for Epicor E10 & Chase Orbital + Paymentech | Payments & ERP.

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 Epicor E10 & Chase Orbital + Paymentech | Payments & ERP 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