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Unlock Seamless Payments & Financial Harmony with Epicor E9 Cybersource Integration

Automate your entire payment lifecycle, from real-time processing to precise ERP reconciliation, powered by intelligent iPaaS.

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The Challenge

The Disconnect Between Payments and Your ERP

Managing payments and financial reconciliation manually between your eCommerce channels and Epicor E9 is a drain on resources, introduces errors, and exposes your business to unnecessary risks. Without a robust integration, critical financial data remains siloed, hindering real-time decision-making and compliance.

  • Manual data entry for payment transactions into Epicor E9.
  • Delayed or inaccurate financial reconciliation of Cybersource settlements.
  • Inefficient handling of refunds, chargebacks, and fraud alerts.
  • Challenges in maintaining PCI DSS compliance across disparate systems.
  • Lack of a unified view of customer payment history and subscription data.
  • Slow order-to-cash cycles due to payment processing bottlenecks.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Bridging Epicor E9 and Cybersource with iPaaS

Our iPaaS-powered integration solution creates a robust, real-time connection between Epicor E9 and Cybersource, automating critical payment workflows and ensuring data accuracy across your enterprise. Leverage the power of low-code/no-code development and AI to build, deploy, and manage your integrations with unprecedented speed and precision.

  • Pre-built Connectors for Epicor E9 and Cybersource.
  • Visual Drag-and-Drop Workflow Builder.
  • Real-time Event-Driven Processing via Webhooks.
  • AI-Assisted Data Mapping and Validation.
  • Automated Financial Reconciliation.
Implementation Timeline

Go live with Epicor E9 + Cybersource 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 Cybersource, 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 + Cybersource 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 for Epicor E9 and Cybersource.
  • Visual Drag-and-Drop Workflow Builder.
  • Real-time Event-Driven Processing via Webhooks.
  • AI-Assisted Data Mapping and Validation.
  • Automated Financial Reconciliation.
  • Comprehensive Fraud Management Workflows.
  • Secure Tokenization and PCI DSS Compliance Support.
  • Centralized Monitoring and Error Handling.

Technical Integration Overview: Epicor E9 & Cybersource via iPaaS

Our integration architecture provides a secure, scalable, and resilient bridge between Epicor E9's comprehensive ERP capabilities and Cybersource's advanced payment management services. Leveraging an iPaaS as the central orchestration layer, we ensure seamless data flow, transformation, and event-driven communication.

Data Flow Steps

**Connect to Epicor E9:** Utilize Epicor E9's RESTful APIs (or SOAP for older versions) for order, invoice, customer, and GL entry management. The iPaaS handles authentication (e.g., API keys, OAuth) and data serialization.

**Connect to Cybersource:** Establish secure connections to Cybersource's various APIs (Payments, Tokenization, Decision Manager, Reporting) using HTTP Signature authentication. The iPaaS manages API keys, secrets, and request signing.

**Define Workflows:** Visually design integration flows within the iPaaS, specifying triggers (e.g., new order in eCommerce, Cybersource webhook), data transformations, and actions in target systems.

**Data Mapping & Transformation:** Implement canonical data models within the iPaaS to normalize data between Epicor E9's structured fields and Cybersource's payment-centric schemas. Leverage AI-assisted mapping for efficiency.

**Error Handling & Monitoring:** Configure robust error handling, retry mechanisms, and real-time alerts. Monitor transaction status and system health from a centralized iPaaS dashboard.

**Deployment & Governance:** Deploy integrations across Dev, QA, and Production environments with version control and audit trails, ensuring adherence to enterprise governance standards.

Data Touchpoints

**Epicor E9:** Sales Orders, Customer Master, Invoices, Payment Applications, General Ledger Entries, Credit Memos, Shipments.
**Cybersource:** Payment Transactions (Auth, Capture, Refund, Void), Customer Profiles (Tokens), Fraud Cases, Settlement Batches, Subscriptions.

"A high-level integration flow involves: eCommerce Platform -> iPaaS -> Cybersource (Payment/Fraud) -> iPaaS -> Epicor E9 (Sales Order/Invoice/GL). For reconciliation: Cybersource Reporting -> iPaaS -> Epicor E9 (GL Journal Entries)."

Pricing

Simple, transparent pricing for Epicor E9 + Cybersource.

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 & Cybersource

Seamless data exchange relies on precise mapping of critical business entities. Our iPaaS provides visual tools and AI assistance to ensure accurate, consistent data flow between Epicor E9 and Cybersource, handling complex transformations and validations.

Payment Transaction

Represents a single payment event (auth, capture, sale, refund, void) in Cybersource, which needs to be recorded and reconciled against an Order or Invoice in Epicor E9.

Epicor E9 Fields

InvoiceNum (linked to payment) PaymentNum ARInvoice.OpenInvoice CashDtl.TranAmt CashDtl.TranDate CashDtl.Reference CashDtl.CreditCardNum CashDtl.CCAuthNum

Cybersource Fields

transactionId merchantDefinedData (e.g., Epicor Order ID) amount currency cardType cardLast4Digits status authCode reasonCode requestID paymentMethod

Mapping Notes

The `transactionId` from Cybersource maps to a payment reference in Epicor E9's Cash Receipt or AR Invoice payment detail. `merchantDefinedData` is crucial for passing Epicor-specific identifiers back to Cybersource for traceability. Status changes (e.g., 'CAPTURED', 'REFUNDED') drive updates to Epicor E9's financial records.

Next Steps

See Epicor E9 + Cybersource 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 & ERP Sales Order

Seamlessly transfer online orders from your eCommerce platform, process payments via Cybersource, and automatically create sales orders and financial transactions in Epicor E9. This ensures real-time revenue recognition and inventory updates.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 Payment initiated to Cybersource for authorization/capture.
  3. 2 Cybersource returns transaction details and a secure token.
  4. 3 iPaaS maps and creates a Sales Order in Epicor E9, linking payment info and customer profile.
  5. 4 Epicor E9 updates inventory and financial status.

Business Outcome

Instant order processing, accurate revenue reporting, reduced manual order entry for finance and sales, improved customer experience.

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 GL posting, dramatically reducing the time and effort spent on manual bookkeeping.
Reduced Fraud Losses
Integrate Cybersource Decision Manager with AI-enhanced workflows to detect and respond to fraud attempts in real-time.
Enhanced PCI DSS Compliance
Leverage Cybersource tokenization services to keep sensitive card data out of your Epicor E9 environment, minimizing your compliance scope.
Streamlined Order-to-Cash
Automate the entire process from eCommerce order and payment capture to sales order creation and payment application in Epicor E9.
Improved Data Accuracy
Eliminate manual data entry errors with automated, validated data synchronization between Cybersource and Epicor E9.
Operational Efficiency
Free up finance and operations teams from repetitive tasks, allowing them to focus on strategic initiatives.
✨

Accelerated Financial Close

70% Reduction in Reconciliation Time

📋 What You Get

Automate daily settlement reconciliation and GL posting, dramatically reducing the time and effort spent on manual bookkeeping.

💼 Business Impact

This benefit directly contributes to 70% improvement in Reduction in Reconciliation Time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor E9 + Cybersource 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 Cybersource, 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 + Cybersource 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/odata/Epicor.RESTService.V1/Erp.BO.SalesOrderSvc/SalesOrders Create new Sales Orders in Epicor E9 from eCommerce payments.
POST/PATCH /api/v1/odata/Epicor.RESTService.V1/Erp.BO.CustomerSvc/Customers Create or update customer records, including custom fields for Cybersource tokens.
POST /api/v1/odata/Epicor.RESTService.V1/Erp.BO.CashRecSvc/CashRecs Record cash receipts and apply payments to invoices.
POST /api/v1/odata/Epicor.RESTService.V1/Erp.BO.JournalEntrySvc/JournalEntries Post daily settlement reconciliation entries to the General Ledger.
POST /api/v1/odata/Epicor.RESTService.V1/Erp.BO.CreditMemoSvc/CreditMemos Create credit memos for refunds processed via Cybersource.

⚡ Transformation Logic

  • **Currency Conversion:** Automatically convert payment amounts if Epicor E9 operates in a different base currency than Cybersource transactions.
  • **Data Normalization:** Standardize address formats, date/time stamps, and payment method descriptions.
  • **Lookup & Cross-Referencing:** Use Cybersource `merchantDefinedData` to look up corresponding Epicor E9 `OrderNum` or `CustNum`. Match Cybersource transaction IDs to Epicor E9 payment references.
  • **Conditional Logic:** Apply different Epicor E9 GL accounts based on Cybersource transaction types (e.g., sales vs. refunds vs. fees).
  • **Aggregation:** Summarize detailed Cybersource transactions into aggregated `Settlement Batch` data for Epicor E9 GL journal entries.
  • **Token Management:** Extract `cybersourceTokenId` and store it securely in a custom field in Epicor E9's Customer record, never raw card data.

🛡️ Error Handling

  • Cybersource API rate limit exceeded (handled by queuing/retries).
  • Invalid payment details submitted to Cybersource (alert & re-route).
  • Epicor E9 business rule violation during Sales Order creation (capture error, notify).
  • Network connectivity issues between iPaaS and either system (retry with backoff).
  • Data format mismatch during transformation (AI-assisted correction or dead-letter).
  • Duplicate transaction attempt (idempotency prevents double charge/credit).
Pricing

Simple, transparent pricing for Epicor E9 + Cybersource.

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 Cybersource and how does it fit into my Epicor E9 ecosystem?
Cybersource, a Visa solution, is a global payment management platform offering payment gateway, fraud management, and payment security services. In an Epicor E9 ecosystem, it acts as the secure conduit for processing all digital payments. The integration ensures that payments processed via Cybersource are accurately reflected as cash receipts, sales orders, or journal entries within Epicor E9 for comprehensive financial management.

iPaaS Benefits FAQs

▸ Why should I integrate Cybersource with Epicor E9 using an iPaaS instead of custom code?
An iPaaS provides a scalable, low-code/no-code environment for connecting Cybersource to Epicor E9. It offers pre-built connectors, robust data mapping, error handling, and monitoring, significantly reducing development time, maintenance costs, and technical debt compared to custom-coded point-to-point integrations. It centralizes orchestration, governance, and ensures future-proof adaptability.

Fraud Management FAQs

▸ How does iPaaS enhance Cybersource's fraud management capabilities for Epicor E9 users?
iPaaS can ingest real-time fraud decisions from Cybersource Decision Manager via webhooks. It can then orchestrate automated responses across systems – such as holding an order in Epicor E9, creating a review task in a CRM, notifying a fraud analyst via Slack, or even triggering an AI model for further risk assessment, creating a more dynamic and efficient fraud workflow that directly impacts Epicor E9 order fulfillment.

Security & Compliance FAQs

▸ Is Cybersource integration with Epicor E9 PCI DSS compliant when using an iPaaS?
Yes, when implemented correctly. The key is to ensure that your iPaaS and Epicor E9 never store or process raw cardholder data. By leveraging Cybersource's tokenization services (e.g., Secure Acceptance, Token Management Service), your iPaaS only handles secure tokens, keeping sensitive data out of your environment and significantly reducing your PCI DSS scope for both Epicor E9 and the iPaaS.

Financial Reconciliation FAQs

▸ Can I automate payment reconciliation between Cybersource and Epicor E9's General Ledger with iPaaS?
Absolutely. iPaaS can be configured to automatically download daily settlement reports from Cybersource, parse the data (gross sales, refunds, fees, chargebacks), harmonize it with Epicor E9's chart of accounts, and then create corresponding journal entries or payment batches in Epicor E9's General Ledger, dramatically speeding up financial close and reducing manual effort.

Data Mapping FAQs

▸ What kind of data transformation is typically needed for Cybersource to Epicor E9 integrations?
Data transformation often involves mapping eCommerce order fields to Cybersource payment request fields, converting currency formats, harmonizing customer addresses for Epicor E9, and crucially, transforming Cybersource settlement data (gross sales, refunds, fees) into Epicor E9-specific journal entry formats, ensuring debits equal credits. iPaaS mapping engines are essential for these complex tasks.

Performance FAQs

▸ How do I handle Cybersource API rate limits in my integration with Epicor E9?
iPaaS platforms provide features like intelligent queuing, batching for non-real-time operations, and robust retry mechanisms with exponential backoff. For high-volume scenarios, implementing asynchronous workflows and distributing requests can help manage and stay within Cybersource's API rate limits, ensuring uninterrupted service and smooth data flow to Epicor E9.

AI Enhancements FAQs

▸ Can AI help with Epicor E9 and Cybersource data mapping and validation?
Yes, AI can significantly augment data mapping by suggesting optimal field mappings between Epicor E9 and Cybersource based on historical data patterns. For validation, AI can detect anomalies in transaction data, flag potentially incorrect amounts or customer details before they are sent to Cybersource or posted to Epicor E9, improving data quality and reducing errors.
Next Steps

See Epicor E9 + Cybersource 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 + Cybersource 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 Cybersource, 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 + Cybersource 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 + Cybersource.

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 + Cybersource 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