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Seamless Integration: Epicor E9 with Chase Orbital Paymentech

Automate Payments, Accelerate Reconciliation & Achieve Real-time Financial Clarity with a Powerful iPaaS Solution.

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The Challenge

The Challenges of Disconnected Financial Systems

Without a robust integration, managing payments between Epicor E9 and Chase Orbital Paymentech is a manual, error-prone, and time-consuming process that hinders business growth and financial accuracy.

  • Manual Data Entry: Re-keying payment and settlement data from Chase Orbital Paymentech into Epicor E9's General Ledger.
  • Delayed Financial Reporting: Slow reconciliation processes lead to outdated financial statements and poor decision-making.
  • Reconciliation Discrepancies: Mismatched transaction records, unapplied payments, and ignored fees create accounting headaches.
  • Inefficient Refund & Chargeback Management: Slow, manual processes for refunds frustrate customers and increase chargeback losses.
  • Compliance & Security Risks: Storing sensitive payment data or relying on insecure manual transfers compromises PCI DSS compliance.
  • Lack of Real-time Visibility: No immediate insight into cash flow, payment statuses, or financial health.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Integration Solution: Epicor E9 + Chase Orbital Paymentech

Our iPaaS-driven solution provides a robust, real-time bridge between Epicor E9 and Chase Orbital Paymentech, automating your entire payment lifecycle from authorization to reconciliation. This intelligent integration eliminates manual effort, ensures data accuracy, and empowers your finance team with unparalleled visibility.

  • Pre-built Connectors: Instant, secure connectivity to Epicor E9 and Chase Orbital Paymentech.
  • Real-time Event Processing: Webhook-driven architecture for instant updates from Chase Orbital Paymentech.
  • Visual Workflow Designer: Low-code platform for designing and customizing payment workflows.
  • Automated Data Mapping: AI-assisted mapping for transactions, settlements, refunds, and GL accounts.
  • Robust Error Handling: Smart retries, dead-letter queues, and proactive alerting for resilient operations.
Implementation Timeline

Go live with Epicor E9 & Chase Orbital + Paymentech | Automated ERP Payments 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 & Chase Orbital and Paymentech | Automated ERP Payments, 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 & Chase Orbital + Paymentech | Automated ERP Payments 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 Connectors: Instant, secure connectivity to Epicor E9 and Chase Orbital Paymentech.
  • Real-time Event Processing: Webhook-driven architecture for instant updates from Chase Orbital Paymentech.
  • Visual Workflow Designer: Low-code platform for designing and customizing payment workflows.
  • Automated Data Mapping: AI-assisted mapping for transactions, settlements, refunds, and GL accounts.
  • Robust Error Handling: Smart retries, dead-letter queues, and proactive alerting for resilient operations.
  • PCI Compliant Data Handling: Leveraging tokenization for secure payment data management.
  • Comprehensive Monitoring & Analytics: Centralized dashboards for performance and financial insights.

Deep Dive: Epicor E9 & Chase Orbital Paymentech Integration

This integration creates a seamless, automated flow of critical financial data, connecting Epicor E9's robust ERP capabilities with Chase Orbital Paymentech's secure payment processing. The iPaaS acts as the intelligent orchestrator, ensuring data integrity, security, and real-time synchronization.

Data Flow Steps

[stepName, Initial Setup & Connection],[details, Securely connect to Epicor E9 via its REST API and Chase Orbital Paymentech using OAuth 2.0 or API keys. Configure webhooks in Chase Orbital Paymentech to send real-time event notifications to the iPaaS.]

[stepName, Data Mapping & Transformation],[details, Utilize the iPaaS's visual mapper to define field-level mappings for entities like Transaction, SettlementBatch, Refund, and Invoice. Apply transformation rules for data normalization, currency conversion, and GL account assignment.]

[stepName, Workflow Design & Orchestration],[details, Design event-driven workflows (e.g., 'Payment Captured' triggers 'Create Invoice in Epicor E9') and scheduled workflows (e.g., 'Daily Settlement Reconciliation'). Implement conditional logic and error handling.]

[stepName, Testing & Validation],[details, Thoroughly test all integration flows in a sandbox environment, validating data accuracy, error handling, and performance. Leverage AI-assisted testing for anomaly detection.]

[stepName, Deployment & Monitoring],[details, Deploy validated integrations to production. Monitor performance, API usage, and error logs from the iPaaS dashboard. Set up alerts for critical events.]

[stepName, Ongoing Maintenance & Optimization],[details, Regularly review and optimize workflows, adapt to system updates, and leverage new features from both Epicor E9 and Chase Orbital Paymentech via the agile iPaaS platform.]

Data Touchpoints

eCommerce Platform (Order data, Customer data)
Chase Orbital Paymentech (Transaction, Settlement, Refund, Chargeback data)
iPaaS (Canonical data model, Workflow state)
Epicor E9 (Sales Orders, Invoices, Payments, Cash Receipts, General Ledger, Customer records)

"Conceptual Flow: eCommerce/CRM -> [iPaaS] -> Chase Orbital Paymentech (Auth/Capture). Chase Orbital Paymentech Webhooks -> [iPaaS] -> Epicor E9 (Invoice/Payment/GL Update). Chase Orbital Paymentech (Settlement Report) -> [iPaaS - Scheduled] -> Epicor E9 (GL Journal Entry)."

Pricing

Simple, transparent pricing for Epicor E9 & Chase Orbital + Paymentech | Automated ERP Payments.

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 & Chase Orbital

Integrating Epicor E9 & 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

Data Entity Mapping

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

Transaction

Represents a single financial interaction (authorization, capture, refund, sale). Critical for payment processing and reconciliation.

Epicor E9 & Chase Orbital Fields

[field, InvoiceNum],[type, string],[notes, Mapped from OrderId/invoiceId] [field, PaymentAmount],[type, decimal],[notes, Mapped from Transaction.amount] [field, PaymentDate],[type, date],[notes, Mapped from Transaction.timestamp] [field, ReferenceNum],[type, string],[notes, Mapped from Transaction.transactionId] [field, AppliedAmount],[type, decimal],[notes, Amount applied to invoice] [field, GLAccount],[type, string],[notes, Revenue GL account based on transaction type] [field, PaymentMethod],[type, string],[notes, e.g., 'Credit Card', mapped from PaymentMethod.type]

Paymentech | Automated ERP Payments Fields

[field, transactionId],[type, string],[notes, Unique ID for the transaction] [field, amount],[type, decimal],[notes, Transaction amount] [field, currency],[type, string],[notes, Currency code (e.g., USD)] [field, status],[type, string],[notes, e.g., 'Authorized', 'Captured', 'Refunded'] [field, type],[type, string],[notes, e.g., 'Sale', 'Auth', 'Capture', 'Refund'] [field, orderId],[type, string],[notes, Associated order ID from eCommerce] [field, timestamp],[type, datetime],[notes, Transaction date and time] [field, paymentMethodId],[type, string],[notes, Tokenized payment method ID]

Mapping Notes

The `transactionId` from Chase Orbital Paymentech is typically mapped to a `ReferenceNum` or custom field in Epicor E9 for traceability. `orderId` often links to `InvoiceNum` or a sales order ID in Epicor E9. Status updates are crucial for triggering subsequent Epicor E9 actions.

Next Steps

See Epicor E9 & Chase Orbital + Paymentech | Automated ERP Payments 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 Authorization & Capture

Automate the entire payment lifecycle from online order placement to fund capture and ERP booking.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Order details trigger a payment authorization request to Chase Orbital Paymentech via iPaaS.
  3. 2 Chase Orbital Paymentech processes authorization and returns status.
  4. 3 iPaaS updates order status in eCommerce and initiates capture request.
  5. 4 Upon successful capture, iPaaS creates a sales order/invoice in Epicor E9 and records the payment.
  6. 5 Inventory updates and order fulfillment processes are triggered within Epicor E9.

Business Outcome

Real-time payment processing, reduced manual intervention, accurate sales and payment records in Epicor E9, faster order fulfillment.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Accelerated Financial Close
Automate daily settlement reconciliation and payment postings to Epicor E9, drastically reducing manual effort and accelerating your month-end close by days.
Enhanced Data Accuracy
Eliminate manual data entry errors and ensure consistent, real-time synchronization of payment data between Chase Orbital Paymentech and Epicor E9 for reliable financial reporting.
Improved Cash Flow Visibility
Gain real-time insights into payment statuses, settlements, and outstanding invoices, enabling better cash flow management and forecasting within Epicor E9.
Robust Security & Compliance
Leverage Chase Orbital Paymentech's tokenization and secure API practices, minimizing your PCI DSS scope and protecting sensitive cardholder data across your ecosystem.
Streamlined Operations
Automate routine tasks like payment application, refund processing, and chargeback management, freeing up your finance team for more strategic activities.
Agile Business Adaptability
With low-code/no-code iPaaS capabilities, quickly adapt your payment workflows to new business requirements, payment methods, or Epicor E9 updates without costly custom development.
✨

Accelerated Financial Close

80% Faster Reconciliation

📋 What You Get

Automate daily settlement reconciliation and payment postings to Epicor E9, drastically reducing manual effort and accelerating your month-end close by days.

💼 Business Impact

This benefit directly contributes to 80% improvement in Faster Reconciliation, 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 new sales orders in Epicor E9, linking to eCommerce orders.
POST /api/v1/Ice.BO.ARInvoiceSvc/ARInvoices Create or update invoices in Epicor E9, often as part of sales order processing.
GET /api/v1/Ice.BO.APInvSvc/APInvoices Retrieve invoice details for reconciliation or payment application.
POST /api/v1/Ice.BO.GLJournalEntrySvc/GLJournalEntries Post general ledger journal entries for settlements, fees, and refunds.
POST /api/v1/Ice.BO.CashRecSvc/CashRecs Apply cash receipts against open invoices in Epicor E9.

⚡ Transformation Logic

  • Date Formatting: Convert ISO 8601 timestamps from Chase Orbital Paymentech to Epicor E9's preferred date/time format.
  • Currency Handling: Ensure consistent currency codes and handle any necessary conversions based on Epicor E9's multi-currency settings.
  • Status Mapping: Translate Chase Orbital Paymentech transaction statuses (e.g., 'AUTHORIZED', 'CAPTURED') to Epicor E9's payment status equivalents.
  • GL Account Determination: Dynamically assign Epicor E9 General Ledger accounts based on transaction type (sale, fee, refund) and product/service categories.
  • ID Cross-referencing: Map `transactionId` to Epicor E9's `ReferenceNum` or custom payment ID field, and `orderId` to `InvoiceNum` or `SalesOrderNum`.

🛡️ Error Handling

  • Chase Orbital Paymentech API unavailability or timeout.
  • Invalid payment method details during authorization.
  • Duplicate transaction ID received from Chase Orbital Paymentech.
  • Epicor E9 API errors (e.g., invalid GL account, missing invoice).
  • Network connectivity issues between iPaaS and either system.
  • Data validation failures (e.g., negative amount for a sale).
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What is Chase Orbital Paymentech and why is integration crucial for it?
Chase Orbital Paymentech is a robust payment gateway facilitating secure transaction processing. Integration is crucial because it connects payment processing to your broader enterprise ecosystem—eCommerce, ERP (like Epicor E9), CRM, and fraud systems. This unlocks automation, real-time financial visibility, and ensures data consistency across your business operations, making the payment gateway exponentially more valuable.

Technical FAQs

▸ How does an iPaaS enhance Chase Orbital Paymentech's capabilities with Epicor E9?
An iPaaS (Integration Platform as a Service) acts as a central hub, enabling seamless, API-first, and event-driven connectivity between Chase Orbital Paymentech and Epicor E9. It provides visual mapping, orchestration, monitoring, and error handling capabilities, allowing you to build complex payment workflows, automate reconciliation, and integrate with low-code tools without extensive custom coding, all while keeping Epicor E9 up-to-date.
▸ What is an event-driven architecture in the context of Chase Orbital Paymentech and Epicor E9?
An event-driven architecture means that specific actions or 'events' within Chase Orbital Paymentech (e.g., a successful payment, a refund processed, a chargeback initiated) automatically trigger subsequent actions in Epicor E9. This is typically achieved using webhooks from Chase Orbital Paymentech and an iPaaS, ensuring real-time data flow and immediate responses across your enterprise, keeping Epicor E9 records instantly updated.
▸ How do I handle errors and failed transactions in Chase Orbital Paymentech integrations with Epicor E9?
Implement robust error handling: log all failures with detailed context, configure automated retries with exponential backoff for transient issues, use dead-letter queues for messages that can't be processed, and set up alerts for critical errors. Your iPaaS should provide these capabilities to ensure message durability and prevent data loss and discrepancies between Chase Orbital Paymentech and Epicor E9.
▸ Can Chase Orbital Paymentech integrate with both cloud-based and on-premise Epicor E9 ERPs?
Yes, a modern iPaaS platform is designed to connect to both cloud-based systems (like SaaS Epicor E9) and on-premise applications. It typically uses secure agents or gateways to facilitate communication with Epicor E9 systems behind a firewall, ensuring seamless data exchange regardless of your deployment model.

Workflow FAQs

▸ Can I automate daily financial reconciliation using Chase Orbital Paymentech integrations with Epicor E9?
Absolutely. By integrating Chase Orbital Paymentech's settlement reports with Epicor E9's General Ledger via an iPaaS, you can fully automate the daily reconciliation process. The iPaaS can extract settlement data, transform it into journal entries, and post them to your Epicor E9, significantly reducing manual effort and accelerating financial close cycles.

Security FAQs

▸ What security considerations are paramount when integrating Epicor E9 and Chase Orbital Paymentech?
PCI DSS compliance is paramount. Always use tokenization for sensitive cardholder data, ensuring it never resides on your Epicor E9 systems. Implement strong authentication (OAuth 2.0), encrypt all data in transit (TLS 1.2+), and store API credentials securely within your iPaaS's vault. Regular security audits are also essential to protect both systems.

AI FAQs

▸ How does AI enhance Epicor E9 and Chase Orbital Paymentech integrations?
AI can augment integrations by providing intelligent validation for transactions, detecting anomalies for fraud prevention, suggesting optimal data mappings, and automating exception handling. For instance, AI can flag suspicious transaction patterns in real-time or recommend responses for chargeback disputes, making workflows between Epicor E9 and Chase Orbital Paymentech more proactive and efficient.
Pricing

Simple, transparent pricing for Epicor E9 & Chase Orbital + Paymentech | Automated ERP Payments.

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 & Chase Orbital + Paymentech | Automated ERP Payments 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