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Epicor E10 & PayTrace Integration: Master Your Payments & ERP in Real-time

Automate financial reconciliation, streamline order-to-cash, and enhance PCI compliance by connecting Epicor E10 with PayTrace via a powerful iPaaS.

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The Challenge

The Disconnect: Manual Payments & ERP Reconciliation Headaches

Without a robust integration, managing payments processed through PayTrace and reconciling them with Epicor E10's accounting and ERP records becomes a manual, error-prone, and time-consuming burden. This disconnect impacts financial accuracy, operational efficiency, and customer satisfaction.

  • Manual entry of payment data into Epicor E10 from PayTrace reports.
  • Delayed or inaccurate financial reconciliation leading to cash flow visibility gaps.
  • Risk of human error in posting payments, refunds, and general ledger entries.
  • Challenges in maintaining PCI DSS compliance when handling sensitive payment data.
  • Lack of a unified customer view, with payment history siloed in PayTrace.
  • Inefficient refund and chargeback processes requiring manual intervention.
  • Difficulty in scaling payment operations with growing transaction volumes.
Integration Diagram
Solution Illustration
The Solution

Seamless Automation: Epicor E10 & PayTrace Integration with iPaaS

Our iPaaS-powered integration solution bridges the gap between Epicor E10 and PayTrace, creating a real-time, secure, and automated financial ecosystem. It orchestrates the flow of payment data, ensuring accuracy, compliance, and efficiency across your entire enterprise.

  • Bi-directional data synchronization for Customers, Orders, Invoices, and Payments.
  • Real-time payment transaction processing and status updates.
  • Automated general ledger posting and financial reconciliation.
  • Secure tokenization of payment methods via PayTrace.
  • Event-driven architecture leveraging PayTrace webhooks.
Implementation Timeline

Go live with Epicor E10 + PayTrace 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 PayTrace, 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 + PayTrace deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Bi-directional data synchronization for Customers, Orders, Invoices, and Payments.
  • Real-time payment transaction processing and status updates.
  • Automated general ledger posting and financial reconciliation.
  • Secure tokenization of payment methods via PayTrace.
  • Event-driven architecture leveraging PayTrace webhooks.
  • Low-code/no-code workflow design for business users.
  • AI-enhanced data mapping, validation, and fraud detection.

Technical Integration Overview: Epicor E10 & PayTrace via iPaaS

This integration leverages a modern iPaaS as the central orchestration hub, connecting Epicor E10's robust RESTful APIs with PayTrace's payment processing APIs and real-time webhooks. The architecture prioritizes security, scalability, and real-time data flow.

Data Flow Steps

**Connectors:** Utilize pre-built or custom connectors for Epicor E10 (REST API) and PayTrace (REST API/Webhooks).

**Authentication:** Configure secure authentication for both systems (E10: OAuth 2.0/token-based; PayTrace: API Keys/OAuth 2.0) within the iPaaS's secure vault.

**Triggers & Events:** Set up PayTrace webhooks for critical payment events (sale, refund, void, chargeback) to trigger iPaaS workflows. For E10, utilize BAQ events or scheduled API polling for status changes.

**Data Mapping & Transformation:** Visually map fields between PayTrace's `Transaction`, `Customer Profile`, `Payment Method` entities and E10's `Customer`, `Sales Order`, `Invoice`, `GL Account` entities. Apply transformations for data normalization.

**Business Logic:** Implement low-code workflow steps for conditional routing, error handling, GL account determination, and payment application logic.

**API Calls:** Orchestrate API calls to E10 (e.g., `POST /SalesOrders`, `PATCH /Customers`, `POST /Invoices`) and PayTrace (e.g., `POST /transactions/sale`, `POST /transactions/refund`).

**Error Handling & Monitoring:** Implement robust error handling with retry mechanisms, dead-letter queues, and real-time alerts. Monitor integration dashboards for performance and data integrity.

Data Touchpoints

**Epicor E10:** Customer, Sales Order, Part, Invoice, GL Account, Employee
**PayTrace:** Transaction, Customer Profile, Payment Method (Tokenized), Order / Invoice, Refund, Settlement Batch, Chargeback

"A conceptual diagram showing an iPaaS platform as the central hub. On one side, PayTrace sends real-time webhooks (Transaction, Refund, Chargeback) to the iPaaS. The iPaaS then processes, transforms, and makes API calls to Epicor E10 (Create Sales Order, Update Invoice, Post GL Entry, Update Customer). On the other side, systems like eCommerce or CRM send payment requests to the iPaaS, which then calls PayTrace APIs (Authorize, Sale, Tokenize). E10 also sends data (Customer, Invoice) to the iPaaS for synchronization."

Pricing

Simple, transparent pricing for Epicor E10 + PayTrace.

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

Key Entities & Intelligent Mapping for Epicor E10 and PayTrace

Successful integration hinges on precise mapping and synchronization of core business entities between Epicor E10 and PayTrace. Our iPaaS provides visual mapping tools and AI assistance to ensure data integrity and consistency.

Customer

Synchronizes customer details and payment preferences, enabling a unified 360-degree view and facilitating recurring payments.

Epicor E10 Fields

CustomerID Name Address ContactName TermsCode CreditLimit

PayTrace Fields

customerId firstName lastName email billingAddress shippingAddress paymentMethodTokens[]

Mapping Notes

CustomerID in E10 should map to `customerId` in PayTrace. Address standardization is crucial. PaymentMethodTokens should be stored securely (e.g., in a related object in E10 or CRM) and only reference the PayTrace token, never raw card data.

Next Steps

See Epicor E10 + PayTrace 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 Order-to-Payment-to-ERP Sync

When an order is placed on an eCommerce platform, the payment is processed securely via PayTrace. Upon successful payment, the order details, payment status, and customer information are automatically synchronized with Epicor E10 for fulfillment and accounting.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 Payment details are sent to PayTrace for processing (tokenization & sale).
  3. 2 PayTrace processes payment and sends real-time webhook notification to iPaaS.
  4. 3 iPaaS validates payment status and creates/updates Sales Order in Epicor E10.
  5. 4 iPaaS posts payment transaction to E10's General Ledger and marks invoice as paid.
  6. 5 E10 triggers fulfillment and shipping processes.

Business Outcome

Accelerated order processing, real-time revenue recognition, reduced manual reconciliation effort, enhanced 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.

Accelerated Order-to-Cash Cycle
Automate payment processing and reconciliation, drastically reducing the time from order placement to cash receipt in Epicor E10.
Enhanced Financial Accuracy
Eliminate manual data entry errors, ensuring precise payment posting and reconciliation in Epicor E10's General Ledger.
PCI DSS Compliance & Security
Leverage PayTrace's tokenization to keep sensitive cardholder data out of your E10 environment, significantly reducing your PCI scope.
Operational Efficiency & Cost Savings
Automate tedious tasks like manual reconciliation, freeing up finance teams to focus on strategic initiatives.
Real-time Financial Visibility
Gain immediate insights into payment statuses, cash flow, and financial health directly within Epicor E10.
Improved Customer Experience
Offer seamless payment options, faster refunds, and accurate billing, boosting customer satisfaction and loyalty.
✨

Accelerated Order-to-Cash Cycle

30% Faster Cash Flow

📋 What You Get

Automate payment processing and reconciliation, drastically reducing the time from order placement to cash receipt in Epicor E10.

💼 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 Epicor E10 + PayTrace 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 PayTrace, 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 + PayTrace 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 a new Sales Order in Epicor E10, typically triggered by a successful payment for an e-commerce order.
GET/PUT/PATCH /api/v1/Ice.BO.CustomerSvc/Customers Retrieves or updates customer information, used for syncing customer master data or linking payment tokens.
GET/PUT/PATCH /api/v1/Ice.BO.InvoiceSvc/Invoices Retrieves or updates invoice details, crucial for applying payments and updating invoice statuses in E10.
GET /api/v1/Ice.BO.GLAccountSvc/GLAccounts Retrieves General Ledger Account details for accurate financial posting and reconciliation.
POST/PUT /api/v1/Ice.BO.ARInvoiceSvc/ARInvoices Creates or updates Accounts Receivable invoices and applies cash receipts.

⚡ Transformation Logic

  • Map `PayTrace.Transaction.amount` to `E10.Invoice.TotalAmount`.
  • Conditional mapping of `PayTrace.Transaction.status` to `E10.Invoice.PaymentStatus` (e.g., 'Approved' -> 'Paid', 'Declined' -> 'Payment Failed').
  • Dynamic GL account determination based on `PayTrace.Transaction.type` (sale, refund, void) and `paymentMethodType`.
  • Standardize `billingAddress` and `shippingAddress` formats.
  • Concatenate `PayTrace.CustomerProfile.firstName` and `lastName` to `E10.Customer.Name`.

🛡️ Error Handling

  • **PayTrace Transaction Decline:** iPaaS updates E10 invoice status to 'Payment Failed', notifies customer.
  • **E10 API Unavailable:** iPaaS retries with exponential backoff, queues messages, sends critical alert.
  • **Data Mapping Mismatch:** iPaaS logs error, routes message to dead-letter queue for manual review, alerts integration team.
  • **Duplicate Transaction:** Idempotency ensures only one record is created; iPaaS logs and discards subsequent duplicates.
Pricing

Simple, transparent pricing for Epicor E10 + PayTrace.

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 Integration FAQs

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

Security & Compliance FAQs

▸ How does this integration ensure PCI DSS compliance?
This integration leverages PayTrace's tokenization services, meaning sensitive cardholder data never enters your Epicor E10 environment or the iPaaS directly. Only secure, non-sensitive tokens are stored or referenced, significantly reducing your PCI DSS compliance scope.

Use Cases FAQs

▸ Can I automate recurring billing with PayTrace and Epicor E10?
Absolutely. By integrating PayTrace with Epicor E10 (often via a CRM or subscription management platform) through an iPaaS, you can fully automate recurring billing cycles, including scheduled payment processing using tokenized payment methods and managing subscription renewals.

AI Capabilities FAQs

▸ How does AI enhance the Epicor E10 and PayTrace integration?
AI can augment the integration by providing intelligent data validation, suggesting field mappings, automating exception handling, detecting anomalies in transaction data (e.g., for fraud), and enriching E10 data for better insights, leading to more reliable and intelligent automation.

Data Synchronization FAQs

▸ What data entities are typically synchronized between Epicor E10 and PayTrace?
Key entities synchronized include Epicor E10's Customer, Sales Order, Invoice, and GL Account, with PayTrace's Transaction, Customer Profile, Payment Method (Tokenized), and Refund. This ensures a unified view of financial data.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating with Epicor E10 and PayTrace?
Challenges include complex data mapping due to E10's extensive data model, managing API rate limits for high-volume transactions, ensuring PCI compliance, and handling custom business logic. An iPaaS effectively addresses these by providing robust transformation, queuing, and orchestration capabilities.

Technical Aspects FAQs

▸ How do webhooks improve integration performance?
Webhooks enable an event-driven architecture, where PayTrace pushes real-time notifications (e.g., 'payment successful') to your iPaaS as events occur. This eliminates the need for your systems to constantly poll PayTrace, reducing API call volume, improving system responsiveness, and ensuring immediate data synchronization.
Next Steps

See Epicor E10 + PayTrace 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 + PayTrace 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 PayTrace, 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 + PayTrace 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 + PayTrace.

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 + PayTrace 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