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Connect™

Unify Epicor E9 & Authorize.Net: Automate Payments, Reconcile Faster.

Connect your ERP and payment gateway with a powerful iPaaS for real-time financial accuracy, enhanced compliance, and streamlined operations.

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The Challenge

The Disconnect: Manual Payments & ERP Data Silos

Without a robust integration, managing payments and financial data between Epicor E9 and Authorize.Net leads to operational inefficiencies, compliance risks, and delayed insights. Your teams spend valuable time on manual reconciliation instead of strategic initiatives.

  • Manual data entry of transactions into Epicor E9 from Authorize.Net.
  • Delayed or inaccurate financial reporting due to asynchronous data.
  • Challenges with PCI DSS compliance when handling sensitive payment data.
  • Inefficient recurring billing processes and subscription management.
  • Labor-intensive daily settlement reconciliation and general ledger postings.
  • Lack of real-time visibility into payment statuses and potential fraud.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Epicor E9 & Authorize.Net with iPaaS

Our iPaaS solution seamlessly connects Epicor E9 and Authorize.Net, transforming your financial operations into an automated, real-time, and compliant ecosystem. It acts as the intelligent orchestration layer, ensuring every payment, refund, and reconciliation event is accurately reflected across both systems.

  • Pre-built, configurable connectors for Epicor E9 and Authorize.Net.
  • Real-time event-driven processing via Authorize.Net webhooks.
  • Automated data mapping and transformation engine.
  • Secure credential management and PCI DSS compliant tokenization (CIM).
  • Visual workflow designer for drag-and-drop integration building.
Implementation Timeline

Go live with Epicor E9 + AuthorizeNet 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 E9 and AuthorizeNet, 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 E9 + AuthorizeNet deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Pre-built, configurable connectors for Epicor E9 and Authorize.Net.
  • Real-time event-driven processing via Authorize.Net webhooks.
  • Automated data mapping and transformation engine.
  • Secure credential management and PCI DSS compliant tokenization (CIM).
  • Visual workflow designer for drag-and-drop integration building.
  • Centralized monitoring, alerting, and error handling dashboards.
  • AI-assisted mapping, validation, and anomaly detection.

Technical Integration Overview: Epicor E9 & Authorize.Net

Our iPaaS provides a robust, secure, and scalable framework for connecting Epicor E9 and Authorize.Net. It leverages an API-first, event-driven architecture to ensure real-time data synchronization, transactional integrity, and compliance.

Data Flow Steps

**Connectivity & Authentication:** Securely connect to Epicor E9 (via SOAP/REST APIs or database connectors) and Authorize.Net (using API Login ID, Transaction Key, Signature Key). Credentials are stored in an encrypted secrets manager.

**Event Listener/Polling:** Configure the iPaaS to listen for Authorize.Net webhooks (e.g., `net.authorize.payment.authcapture.created`) for real-time updates, and/or schedule polling for Epicor E9 changes (e.g., new Sales Orders, Credit Memos) or Authorize.Net daily reports.

**Data Extraction:** Extract relevant data entities (e.g., Order, Customer, Transaction, Settlement Batch) from the source system.

**Data Transformation & Mapping:** Utilize the iPaaS's visual mapping canvas to transform and standardize data fields between Epicor E9's and Authorize.Net's schemas. Apply business logic, AI-assisted mapping, and validation rules.

**Business Logic & Orchestration:** Define multi-step workflows, conditional logic (e.g., if payment fails, trigger dunning), and error handling strategies.

**Data Loading:** Push transformed data to the target system via its respective APIs, ensuring idempotency for transactional data.

**Error Handling & Monitoring:** Implement intelligent retry mechanisms, dead-letter queues, and real-time alerts for failed transactions or integration issues. Monitor dashboards for end-to-end visibility.

Data Touchpoints

Epicor E9: Sales Order, Customer, Invoice, Cash Receipt, Credit Memo, General Ledger, Customer Ship To.
Authorize.Net: Transaction, Customer Profile (CIM), Payment Profile (CIM), Subscription (ARB), Refund, Void, Settlement Batch, Fraud Event, Chargeback.

"Epicor E9 <--> iPaaS <--> Authorize.Net 1. Epicor E9 (Sales Order, Customer) -> iPaaS 2. iPaaS -> Authorize.Net (Transaction, CIM Profile, ARB Subscription) 3. Authorize.Net (Webhooks: Transaction Status, Fraud Alert, ARB Events) -> iPaaS 4. iPaaS -> Epicor E9 (Cash Receipt, GL Entry, Credit Memo, Order Status) 5. Authorize.Net (Daily Settlement Report) -> iPaaS 6. iPaaS -> Epicor E9 (GL Journal Entries for reconciliation)"

Pricing

Simple, transparent pricing for Epicor E9 + AuthorizeNet.

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 E9

Integrating Epicor E9 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 E9 & Authorize.Net

Our iPaaS facilitates precise, field-level mapping between Epicor E9 and Authorize.Net entities, ensuring data integrity and consistency across your financial ecosystem. AI-assisted mapping accelerates this process, inferring relationships and suggesting transformations.

Transaction

The core payment event in Authorize.Net. Maps to Epicor E9's financial records like Cash Receipts, Invoices, or Sales Order payment details.

Epicor E9 Fields

{ "field": "SalesOrder.OrderNum", "type": "string", "notes": "Links to the originating sales order." } { "field": "Customer.CustNum", "type": "int", "notes": "Customer identifier." } { "field": "Invoice.InvoiceNum", "type": "string", "notes": "For settled transactions, links to the invoice." } { "field": "CashReceipt.ReceiptAmt", "type": "decimal", "notes": "Amount received." } { "field": "CashReceipt.Reference", "type": "string", "notes": "Stores Authorize.Net transaction ID." } { "field": "PartTran.TranType", "type": "string", "notes": "For inventory updates related to order fulfillment." }

AuthorizeNet Fields

{ "field": "transactionId", "type": "string", "notes": "Unique Authorize.Net transaction identifier." } { "field": "amount", "type": "decimal", "notes": "Transaction amount." } { "field": "transactionType", "type": "string", "notes": "AuthCapture, Refund, Void etc." } { "field": "transactionStatus", "type": "string", "notes": "Approved, Declined, Held." } { "field": "invoiceNumber", "type": "string", "notes": "Merchant-provided invoice number, often Epicor Sales Order Num." } { "field": "customerProfileId", "type": "string", "notes": "Links to CIM profile." }

Mapping Notes

Epicor E9's 'Reference' field in Cash Receipts is critical for storing the Authorize.Net `transactionId` for future lookups (e.g., refunds). `invoiceNumber` from Authorize.Net should map to Epicor E9 `SalesOrder.OrderNum` or `Invoice.InvoiceNum` for traceability. Transaction `amount` maps directly to `CashReceipt.ReceiptAmt`.

Next Steps

See Epicor E9 + AuthorizeNet 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-ERP Workflow

A customer places an order on your Shopify store. The iPaaS captures the order, processes payment securely via Authorize.Net, and instantly creates a corresponding Sales Order and Cash Receipt in Epicor E9 for fulfillment and accounting.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce platform.
  2. 1 iPaaS receives new Order event.
  3. 2 iPaaS initiates Authorize.Net Transaction (Auth/Capture) using customer's Payment Profile (CIM).
  4. 3 Authorize.Net processes payment and returns Transaction details.
  5. 4 iPaaS maps Authorize.Net Transaction and Order data to Epicor E9 Sales Order and Cash Receipt.
  6. 5 Epicor E9 records financial transaction and updates inventory.

Business Outcome

Real-time order processing, accurate financial entries in Epicor E9, reduced manual effort, 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.

Accelerated Order-to-Cash Cycle
Automate payment capture and ERP sync, drastically reducing the time from order placement to revenue recognition in Epicor E9.
Enhanced Financial Accuracy & Compliance
Eliminate manual data entry errors and ensure PCI DSS compliance with tokenized payment data (CIM), reducing audit risks.
Streamlined Reconciliation & Reporting
Automate daily Authorize.Net settlement batch reconciliation with Epicor E9's General Ledger, cutting reconciliation time by hours.
Improved Customer Experience
Enable secure one-click checkout, seamless recurring billing, and faster refund processing, boosting customer satisfaction.
Proactive Fraud Detection
Integrate Authorize.Net's AFDS with AI-enhanced analytics to identify and mitigate fraudulent transactions in real-time.
Operational Efficiency & Cost Savings
Free up accounting and IT teams from repetitive tasks, allowing them to focus on strategic initiatives and cost optimization.
✨

Accelerated Order-to-Cash Cycle

30% faster Cash flow velocity

📋 What You Get

Automate payment capture and ERP sync, drastically reducing the time from order placement to revenue recognition in Epicor E9.

💼 Business Impact

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

Implementation Timeline

Go live with Epicor E9 + AuthorizeNet 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 E9 and AuthorizeNet, 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 E9 + AuthorizeNet 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
SOAP/REST /ERP/BO/SalesOrder.svc Create, read, update, and delete Sales Orders in Epicor E9. Used for synchronizing eCommerce orders and updating statuses.
SOAP/REST /ERP/BO/Customer.svc Manage customer records, used for syncing customer details with Authorize.Net CIM.
SOAP/REST /ERP/BO/CashReceipt.svc Create and manage cash receipts for recording payments from Authorize.Net.
SOAP/REST /ERP/BO/GLJournal.svc Post journal entries for daily settlement reconciliation.
SOAP/REST /ERP/BO/CreditMemo.svc Create and manage credit memos for refund processing.

⚡ Transformation Logic

  • **Amount Conversion:** Ensure currency consistency if multiple currencies are involved (though Epicor E9 and Authorize.Net typically handle single currency per transaction).
  • **Date Formatting:** Standardize date/time formats between systems (e.g., UTC to local time for Epicor E9).
  • **Status Mapping:** Map Authorize.Net `transactionStatus` (Approved, Declined) to Epicor E9 `SalesOrder.OrderStatus` or `CashReceipt.Status` values.
  • **GL Account Mapping:** Map Authorize.Net transaction types (sales, fees, chargebacks) to specific Epicor E9 General Ledger accounts for reconciliation.
  • **Customer ID Consistency:** Map Epicor E9 `CustNum` to Authorize.Net `merchantCustomerId` for consistent customer identification across systems.
  • **Reference ID Storage:** Store Authorize.Net `transactionId` in Epicor E9 `CashReceipt.Reference` or a custom field for auditability and refund linking.

🛡️ Error Handling

  • Authorize.Net declines a payment due to insufficient funds.
  • Epicor E9 API is temporarily unavailable during a Sales Order update.
  • Webhook notification from Authorize.Net is not received (iPaaS re-checks status via polling).
  • Mismatched currency codes between systems.
  • Invalid GL account provided during settlement reconciliation.
Pricing

Simple, transparent pricing for Epicor E9 + AuthorizeNet.

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

▸ How does iPaaS enhance Authorize.Net's core functionality with Epicor E9?
iPaaS platforms transform Authorize.Net from a standalone payment gateway into a fully integrated, automated financial hub for Epicor E9. They provide connectors for Epicor E9, enable real-time data orchestration, automate complex workflows like reconciliation and fraud detection, and offer low-code tools for rapid integration development, vastly expanding Authorize.Net's utility within your ERP ecosystem.

Security & Compliance FAQs

▸ Is Epicor E9 and Authorize.Net integration PCI DSS compliant with iPaaS?
Yes, when implemented correctly. Our modern iPaaS is designed with security in mind. By leveraging Authorize.Net's Customer Information Manager (CIM) for tokenization, ensuring raw card data never touches Epicor E9 or the iPaaS, and adhering to best practices for secure credential management, data encryption, and access control, you maintain full PCI DSS compliance.

Low-Code FAQs

▸ Can I use low-code tools to build Epicor E9 and Authorize.Net workflows?
Absolutely. Our modern iPaaS platform offers robust low-code/no-code environments. This allows business analysts and citizen integrators to visually design, deploy, and manage complex workflows for tasks like order processing, recurring billing, and refund management between Epicor E9 and Authorize.Net without writing extensive code, accelerating development and reducing IT backlog.

Financial Reconciliation FAQs

▸ How can I automate Authorize.Net payment reconciliation with Epicor E9's General Ledger?
An iPaaS can automate this by scheduling daily jobs to retrieve Authorize.Net settlement batch reports, transforming the data to match your Epicor E9's General Ledger structure, and then automatically posting journal entries. AI can further enhance this by flagging discrepancies or anomalies for investigation, significantly reducing manual accounting efforts.

Payment Processing FAQs

▸ What's the difference between a 'void' and a 'refund' with Authorize.Net in the context of Epicor E9?
A 'void' cancels an authorized transaction before it has settled (typically within the same business day), meaning funds are never fully transferred. An iPaaS would update the Epicor E9 Sales Order status or reverse a temporary payment hold. A 'refund' reverses a transaction that has already settled and funds have been captured, returning money to the customer. This would typically trigger a Credit Memo and a Cash Receipt reversal in Epicor E9 via the iPaaS.

Technical FAQs

▸ How do webhooks improve Epicor E9 and Authorize.Net integration efficiency?
Webhooks enable real-time, event-driven communication. Instead of constantly polling Authorize.Net for updates, webhooks push notifications (e.g., transaction successful, fraud alert) to your iPaaS as they happen. This triggers immediate downstream workflows in Epicor E9 (e.g., creating a cash receipt), significantly reducing latency, API overhead, and ensuring Epicor E9 always has the most current payment status.

Multi-Channel FAQs

▸ Can Authorize.Net integrate with multiple eCommerce platforms and Epicor E9 simultaneously?
Yes, with a modern iPaaS, you can connect Authorize.Net to multiple eCommerce platforms (e.g., Shopify, Magento) concurrently, and then centralize all payment and order data synchronization with Epicor E9. The iPaaS acts as a central hub, orchestrating payment processing and data synchronization across all your sales channels and ERP from a single Authorize.Net account.

AI & Automation FAQs

▸ What is the role of AI in Epicor E9 and Authorize.Net integrations?
AI significantly augments these integrations by providing intelligent capabilities such as enhanced fraud detection and anomaly scoring (integrating with Authorize.Net AFDS), automated reconciliation by identifying discrepancies in Epicor E9 GL postings, smart routing of payment exceptions, and even suggesting optimal data mappings for new Epicor E9 fields, leading to higher accuracy and efficiency.
Next Steps

See Epicor E9 + AuthorizeNet 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 E9 + AuthorizeNet 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 E9 and AuthorizeNet, 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 E9 + AuthorizeNet 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 E9 + AuthorizeNet.

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 E9 + AuthorizeNet 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