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Unify Epicor E10 & Heartland: Seamless Finance & Payment Automation

Connect your ERP and payment systems for real-time sales reconciliation, automated invoicing, and a 360° customer view, powered by intelligent iPaaS.

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The Challenge

The Challenge: Disconnected Finance, Sales & Payment Operations

In today's fast-paced business environment, disjointed Epicor E10 and Heartland systems create significant operational friction. Manual data transfers, delayed reconciliation, and inconsistent customer data lead to costly errors, compliance risks, and a fragmented view of your business.

  • Manual data entry between E10 for accounting and Heartland for payments/POS.
  • Delayed or inaccurate sales reconciliation, hindering financial close processes.
  • Inconsistent customer data across ERP, CRM, and payment systems.
  • Lack of real-time visibility into cash flow and payment statuses.
  • High risk of human error and potential fraud in manual processes.
  • Compliance challenges (e.g., PCI DSS) due to insecure data handling.
  • Slow refund processing impacting customer satisfaction.
Integration Diagram
Solution Illustration
The Solution

Your Unified Solution: Epicor E10 & Heartland Integration with iPaaS

Our intelligent iPaaS platform provides the crucial bridge between Epicor E10 and Heartland, transforming disparate systems into a cohesive, automated ecosystem. We enable secure, real-time data flow, allowing your finance, sales, and operations teams to work with accurate, up-to-date information, streamlining processes from order capture to financial reconciliation.

  • Real-time bi-directional data synchronization.
  • Automated workflow orchestration for end-to-end processes.
  • Centralized data validation and transformation engine.
  • Pre-built connectors for Epicor E10 and Heartland APIs.
  • Comprehensive error handling and alerting.
Implementation Timeline

Go live with Epicor E10 + Heartland 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 and Heartland, 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 + Heartland 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 bi-directional data synchronization.
  • Automated workflow orchestration for end-to-end processes.
  • Centralized data validation and transformation engine.
  • Pre-built connectors for Epicor E10 and Heartland APIs.
  • Comprehensive error handling and alerting.
  • Scalable architecture to support high transaction volumes.

Technical Integration Overview: Epicor E10 & Heartland

Our iPaaS solution provides a robust, API-first approach to integrating Epicor E10 and Heartland. It acts as the central orchestrator, managing data flow, transformations, error handling, and security between these critical business systems.

Data Flow Steps

**Discovery & Planning:** Identify key workflows, data entities, and business rules. Define canonical data models.

**iPaaS Configuration:** Set up connectors for Epicor E10 and Heartland using their respective APIs.

**Authentication Setup:** Configure secure authentication (OAuth 2.0 for Heartland, token-based for E10) and credential management.

**Data Mapping & Transformation:** Visually map fields between E10 and Heartland. Define transformation logic, validation rules, and AI-assisted mappings.

**Workflow Design:** Use low-code tools to design event-driven or scheduled integration workflows (e.g., 'New Sales Order in E10 triggers Payment in Heartland').

**Error Handling & Monitoring:** Implement comprehensive error handling, retry logic, dead-letter queues, and real-time monitoring dashboards.

**Testing & Deployment:** Rigorously test in sandbox environments, then deploy through a Dev → QA → Prod pipeline.

**Post-Deployment Governance:** Continuously monitor, optimize, and scale integrations as business needs evolve.

Data Touchpoints

Epicor E10: Customer, Sales Order, Part, Invoice, GL Account, Employee, Purchase Order.
Heartland: Payment Transaction, Customer, Order, Product/SKU, Settlement Batch, Employee, Refund.

"Conceptual Flow: [E-commerce/CRM] --> [iPaaS (Event Trigger: New Order)] --> [Epicor E10 (Create Sales Order)] --> [iPaaS (Trigger: Sales Order Created)] --> [Heartland (Process Payment)] --> [iPaaS (Trigger: Payment Processed)] --> [Epicor E10 (Create Invoice & Update Inventory)] --> [Heartland (Webhook: Settlement Batch Posted)] --> [iPaaS (Scheduled Sync)] --> [Epicor E10 (Post GL Entries)]."

Pricing

Simple, transparent pricing for Epicor E10 + Heartland.

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

Integrating Epicor E10 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

Core Entities & Intelligent Data Mapping

Effective integration hinges on precise data mapping and harmonization. Our iPaaS provides a visual canvas, augmented by AI, to map critical entities between Epicor E10 and Heartland, ensuring data integrity and consistency across your enterprise.

Customer

Represents an organization or individual purchasing goods/services. Critical for sales, billing, and payment association.

Epicor E10 Fields

CustomerID Name Address ContactName TermsCode CreditLimit

Heartland Fields

customerId firstName lastName email phone address heartlandCustomerId

Mapping Notes

CustomerID (E10) is often the master and maps to 'heartlandCustomerId' or a custom field. Address fields require standardization. AI assists in deduplication.

Next Steps

See Epicor E10 + Heartland 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.

E-commerce Sales Order to E10 & Heartland Payment

A customer places an order online. The iPaaS captures the order, creates a Sales Order in Epicor E10, initiates payment processing through Heartland, and updates E10 with the payment status, automating the entire order-to-cash cycle.

Integration Steps:

  1. 0 Customer completes purchase on e-commerce platform.
  2. 1 iPaaS triggers on new order, creates Epicor E10 Sales Order (entity: Sales Order).
  3. 2 iPaaS sends payment details to Heartland for authorization/capture (entity: Payment Transaction).
  4. 3 Heartland processes payment and returns status to iPaaS.
  5. 4 iPaaS updates Epicor E10 Sales Order with payment details and creates Invoice (entity: Invoice).
  6. 5 Epicor E10 inventory (entity: Part) is automatically decremented.

Business Outcome

Real-time revenue recognition, faster order fulfillment, accurate inventory management, reduced manual effort in sales order processing.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Streamlined Financial Reconciliation
Automate the posting of Heartland sales and payment data directly to Epicor E10's General Ledger, eliminating manual data entry and accelerating your month-end close.
Real-time Cash Flow Visibility
Gain immediate insights into payment statuses, sales figures, and outstanding invoices by synchronizing Heartland transactions with Epicor E10 in real-time.
Enhanced Operational Efficiency
Automate end-to-end workflows from order capture and payment processing to invoicing and inventory updates, reducing human error and boosting productivity.
Accurate Inventory Management
Keep inventory levels synchronized between Epicor E10 and Heartland POS, preventing overselling, stockouts, and ensuring accurate product availability.
Fortified Data Security & Compliance
Ensure PCI DSS compliance for all payment-related data flows with tokenization, encryption, and secure credential management, protecting sensitive customer information.
Improved Customer Experience
Accelerate order fulfillment, simplify refund processes, and provide consistent customer information across all touchpoints for superior service.
Faster Time-to-Value
Leverage low-code/no-code tools and AI-assisted setup to deploy robust integrations quickly, realizing ROI faster than traditional methods.
✨

Streamlined Financial Reconciliation

80% Reduction in manual reconciliation time

📋 What You Get

Automate the posting of Heartland sales and payment data directly to Epicor E10's General Ledger, eliminating manual data entry and accelerating your month-end close.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in manual reconciliation time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor E10 + Heartland 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 and Heartland, 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 + Heartland 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 /api/v1/Ice.BO.SalesOrderSvc/SalesOrders Creates new Sales Orders in E10, initiating order fulfillment and financial processes. Used by iPaaS for e-commerce or CRM order pushes.
GET, PUT, POST /api/v1/Ice.BO.CustomerSvc/Customers Manages customer master data. Used for syncing customer details with Heartland and other systems.
PATCH, GET /api/v1/Ice.BO.PartSvc/Parts Updates specific fields of Part records (e.g., 'OnHandQty') and retrieves product information for inventory synchronization with Heartland POS.
POST /api/v1/Ice.BO.InvoiceSvc/Invoices Creates customer invoices in E10, typically after successful payment processing in Heartland.
GET /api/v1/Ice.BO.GLAccountSvc/GLAccounts Retrieves General Ledger account details, essential for posting reconciled sales data from Heartland.

⚡ Transformation Logic

  • **Schema Harmonization:** Aligning Epicor E10's complex data model with Heartland's payment-centric schemas.
  • **Data Type Conversion:** Automatic conversion of data types (e.g., string to numeric, date formats).
  • **Value Mapping:** Translating discrete values (e.g., 'Paid' status in Heartland to 'Closed' in E10).
  • **Data Aggregation/Splitting:** Combining multiple fields (e.g., first and last name) or splitting composite fields (e.g., full address).
  • **Calculations & Derivations:** Calculating totals, taxes, or deriving new fields based on existing data.

🛡️ Error Handling

  • **Network Interruption:** iPaaS automatically retries API calls with exponential backoff.
  • **Data Format Mismatch:** iPaaS transforms data to meet target system's schema, or flags for review if unresolvable.
  • **Business Rule Violation:** (e.g., Negative inventory update): iPaaS prevents transaction, alerts, and routes for manual adjustment.
  • **API Rate Limit Exceeded:** iPaaS queues requests, implements backoff, and distributes load to prevent system overload.
Pricing

Simple, transparent pricing for Epicor E10 + Heartland.

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 Epicor E10 with Heartland?
The primary benefit is achieving seamless financial and operational automation. This includes real-time sales and payment reconciliation, automated order-to-cash workflows, accurate inventory synchronization, and a unified customer view, all leading to significant efficiency gains and improved data accuracy.

Security FAQs

▸ How does this integration handle payment card industry (PCI DSS) compliance?
Security and PCI DSS compliance are paramount. The integration leverages Heartland's native tokenization capabilities, meaning raw cardholder data never resides in Epicor E10 or the iPaaS. All data in transit is encrypted with TLS 1.2+, and access to sensitive information is governed by least-privilege principles and secure credential management within the iPaaS.

Workflows FAQs

▸ Can I automate daily sales reconciliation from Heartland POS to Epicor E10 GL?
Absolutely. A core use case for this integration is automating the reconciliation of daily sales data from Heartland POS (e.g., Settlement Batches) directly into Epicor E10's General Ledger. The iPaaS transforms and posts aggregated sales, tax, and payment data, eliminating manual effort and ensuring accurate financial reporting.

Technology FAQs

▸ What role does AI play in the Epicor E10 & Heartland integration?
AI significantly enhances the integration by providing intelligent capabilities such as auto-suggesting field mappings, detecting anomalies in data flows (e.g., potential fraud, reconciliation discrepancies), validating data for accuracy, and even assisting in automated error resolution. This leads to smarter, more reliable integrations.

Implementation FAQs

▸ How do low-code/no-code tools help manage these integrations?
Low-code/no-code tools empower business users and citizen integrators to visually design, build, and modify complex integration workflows without extensive coding. This accelerates development cycles, reduces reliance on IT, and allows your business to quickly adapt integrations to evolving needs, such as adding new sales channels or payment methods.

Data FAQs

▸ What specific data entities are synchronized between Epicor E10 and Heartland?
Key entities synchronized include Customer records (for unified profiles), Sales Orders (from E10 to trigger Heartland payments), Payment Transactions (from Heartland to create E10 Invoices/GL entries), Part/Product (for inventory synchronization), and Employee (for payroll integration). The specific entities depend on your chosen workflows.

Technical FAQs

▸ How are errors and failed transactions handled in the integration?
Our iPaaS features robust, multi-tiered error handling. This includes automated retries with exponential backoff for transient issues, dead-letter queues for persistent failures, configurable alerts for critical errors, and comprehensive logging for auditing and troubleshooting. AI can also suggest resolutions for recurring error patterns.

Customization FAQs

▸ Can this integration support custom fields and business logic in Epicor E10?
Yes, absolutely. The iPaaS is designed for flexibility. It seamlessly handles custom fields (UD fields) in Epicor E10 and custom attributes in Heartland. You can easily incorporate custom business logic, conditional routing, and advanced transformations using the iPaaS's visual rules engine and low-code capabilities.
Next Steps

See Epicor E10 + Heartland 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
Implementation Timeline

Go live with Epicor E10 + Heartland 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 and Heartland, 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 + Heartland 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 Epicor E10 + Heartland.

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 Epicor E10 + Heartland 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