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Epicor E9 + BridgePay Integration

Clarity Connect™ integrates Epicor E9 with BridgePay, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Epicor E9 and BridgePay through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Epicor E9 and BridgePay.

  • Map custom fields from BridgePay transactions (e.g., custom attributes) to Epicor E9 user-defined fields (UDFs) on orders, invoices, or GL entries.
  • Extend Epicor E9 entities with additional fields that can be populated by BridgePay data.
Implementation Timeline

Go live with Epicor E9 + BridgePay 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 BridgePay, 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 + BridgePay deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Map custom fields from BridgePay transactions (e.g., custom attributes) to Epicor E9 user-defined fields (UDFs) on orders, invoices, or GL entries.
  • Extend Epicor E9 entities with additional fields that can be populated by BridgePay data.

Robust Integration Architecture for Epicor E9 and BridgePay

The recommended architecture leverages a modern iPaaS as the central orchestration layer, ensuring secure, scalable, and resilient data exchange between Epicor E9 and BridgePay.

Data Flow Steps

Event-Driven Architecture: Utilizing BridgePay webhooks for real-time reactions to payment events.

Canonical Data Model: Standardizing common entities (Customer, Order, Payment) within the iPaaS for consistent data across systems.

Asynchronous Processing: For high-volume or non-critical operations to improve throughput and resilience.

Batch Processing: For daily settlement reports and reconciliation to optimize API calls and performance.

Idempotent Operations: Designing workflows to prevent duplicate processing upon retries.

Data Touchpoints

iPaaS Platform: Core orchestration engine, providing connectors, mapping, transformation, workflow automation, monitoring, and governance.
Epicor E9 ERP: Source/destination for financial, order, customer, and inventory data.
BridgePay Payment Gateway: Handles payment processing, tokenization, refunds, and settlement reporting.
Webhooks: Event-driven communication from BridgePay to iPaaS for real-time updates.
API Connectors: Secure, optimized connectors for both Epicor E9 and BridgePay APIs.
Secure Credential Vault: For storing API keys and sensitive credentials within the iPaaS.

"A typical architecture diagram would show Epicor E9 and BridgePay as distinct systems, connected via the iPaaS. The iPaaS acts as a hub, handling API calls, webhooks, data transformations, error handling, and security. External systems like eCommerce or CRM would also connect to the iPaaS."

Pricing

Simple, transparent pricing for Epicor E9 + BridgePay.

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
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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Payment

Represents a single attempt to process funds.

Epicor E9 Fields

[field, ARPayment.PaymentNum],[description, Epicor E9 Payment Number (Internal)] [field, ARPayment.CustNum],[description, Epicor E9 Customer ID] [field, ARPayment.Amount],[description, Payment Amount] [field, ARPayment.CurrencyCode],[description, Payment Currency] [field, ARPayment.TranDate],[description, Transaction Date] [field, ARPayment.Reference],[description, Reference to BridgePay Transaction ID]

BridgePay Fields

[field, paymentId],[description, BridgePay Payment ID] [field, transactionId],[description, BridgePay Transaction ID] [field, amount],[description, Payment Amount] [field, currency],[description, Payment Currency] [field, status],[description, Payment Status (e.g., Authorized, Captured, Failed)] [field, paymentMethodType],[description, Credit Card, ACH, etc.] [field, token],[description, Tokenized payment method]

Mapping Notes

BridgePay's `transactionId` is crucial for linking payments to Epicor E9's AR payments. The `status` field from BridgePay drives updates to order and invoice statuses in Epicor E9.

Next Steps

See Epicor E9 + BridgePay 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.

Integration Steps:

Business Outcome

Frequency

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT /api/v1/Customers Manage customer records in Epicor E9 for synchronization.
GET, POST, PUT /api/v1/SalesOrders Create and update sales orders based on payment status.
GET, POST, PUT /api/v1/Invoices Create invoices and update payment application.
POST, PUT /api/v1/ARPayments Record customer payments and apply to invoices.
POST /api/v1/GLJournalEntries Post financial transactions (settlements, fees, refunds) to the General Ledger.
POST /api/v1/RMAProposals Initiate Return Material Authorizations (RMAs) which can trigger refunds.

⚡ Transformation Logic

  • Map BridgePay `status` values to Epicor E9 `OrderStatus` and `InvoiceStatus` fields.
  • Convert BridgePay `transactionType` (sale, refund) into appropriate debit/credit postings for Epicor E9 GL.
  • Harmonize customer address formats between BridgePay and Epicor E9.
  • Calculate and allocate BridgePay `processingFees` to specific expense accounts in Epicor E9's GL.
  • Consolidate multiple BridgePay transactions into single GL batch entries for daily settlement.

🛡️ Error Handling

  • BridgePay API downtime leading to payment processing delays.
  • Epicor E9 API errors preventing order or invoice updates.
  • Data format mismatches causing transformation failures.
  • Duplicate transaction attempts due to network issues.
  • Settlement report discrepancies with bank statements.
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 E9 with BridgePay?
The most effective way to integrate Epicor E9 with BridgePay is through a modern iPaaS platform. This approach uses API-first, event-driven connectivity for real-time payment data synchronization, automated GL postings, and streamlined reconciliation, offering superior flexibility and scalability compared to traditional point-to-point integrations.

Reconciliation FAQs

▸ How can iPaaS help automate BridgePay's payment reconciliation process with Epicor E9?
iPaaS can fully automate reconciliation by retrieving daily settlement reports from BridgePay, harmonizing transaction data with Epicor E9's AR and bank statements, identifying discrepancies using AI, and automatically posting consolidated entries to Epicor E9's General Ledger. This drastically reduces manual effort and speeds up financial close cycles.

Security & Compliance FAQs

▸ Is Epicor E9 and BridgePay integration PCI DSS compliant when using an iPaaS?
Yes, when implemented correctly. The key is to leverage BridgePay's tokenization capabilities, ensuring raw cardholder data never passes through or is stored in the iPaaS or Epicor E9. The iPaaS should only handle payment tokens and be configured with secure connectors and encryption to maintain PCI DSS compliance.

Low-Code/No-Code FAQs

▸ Can I use low-code tools to build workflows around BridgePay and Epicor E9?
Absolutely. Modern iPaaS platforms offer robust low-code/no-code environments. This empowers business analysts and finance professionals to design, implement, and manage complex workflows—such as subscription billing, refund processing, or fraud alerts—with minimal coding, accelerating automation initiatives and reducing reliance on IT.

AI Benefits FAQs

▸ How does AI enhance Epicor E9 and BridgePay integrations?
AI significantly enhances integrations through automated anomaly detection for fraud, intelligent mapping suggestions for new data fields, predictive analytics for cash flow, and smart routing for exception handling. It reduces manual intervention, improves data quality, and provides better decision-making capabilities within your Epicor E9 environment.

Data Management FAQs

▸ What kind of data harmonization is needed for BridgePay and Epicor E9 integrations?
Data harmonization ensures consistent formatting and validation of payment, customer, and order data across both systems. iPaaS mapping engines are used to transform data from BridgePay's format to Epicor E9's schema, resolving discrepancies, ensuring data integrity, and maintaining a canonical data model.

Architecture FAQs

▸ What are the benefits of an event-driven architecture for Epicor E9 and BridgePay?
An event-driven architecture allows BridgePay to send real-time notifications (webhooks) for critical events like payment success or fraud alerts. This triggers immediate downstream actions in Epicor E9, enabling real-time inventory updates, faster order fulfillment, and proactive fraud response, leading to greater agility and responsiveness across your operations.

Error Handling FAQs

▸ How do I handle failed payments or transaction errors in Epicor E9 integrations with BridgePay?
Implement robust error handling within your iPaaS workflow. This includes automated retry logic with exponential backoff for transient errors, dedicated dead-letter queues for unresolvable issues, and proactive alerts to notify relevant teams. AI can even suggest auto-resolution actions for common failure patterns, ensuring financial continuity.
Pricing

Simple, transparent pricing for Epicor E9 + BridgePay.

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 E9 + BridgePay 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