Integration Hero
Connect™

Unify Epicor E9 & Heartland: Intelligent Automation for ERP, Payments & POS

Streamline your financial operations, enhance customer experiences, and gain real-time insights by seamlessly connecting Epicor E9 with Heartland's payment and POS solutions.

Get Pricing

See how it works
The Challenge

Bridging the Gap: The Challenges of Disconnected ERP & Payment Systems

In today's fast-paced business environment, relying on manual processes to connect your core ERP and accounting system like Epicor E9 with your payment and POS solutions like Heartland leads to significant inefficiencies, data discrepancies, and financial risks. Businesses often struggle with fragmented data, delayed insights, and a reactive approach to critical financial operations.

  • Manual data entry for sales, payments, and refunds into Epicor E9.
  • Delayed or inaccurate financial reconciliation of Heartland transactions.
  • Inconsistent inventory levels between POS and ERP, leading to overselling or stockouts.
  • Slow customer onboarding and fragmented customer data.
  • Increased risk of human error in financial reporting and compliance.
  • Lack of real-time visibility into cash flow and sales performance.
  • Complex and time-consuming fraud detection and exception handling.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent Integration for Epicor E9 & Heartland

Our iPaaS-powered integration solution provides an intelligent, automated bridge between Epicor E9 and Heartland, transforming your financial and operational workflows. By leveraging an API-first, event-driven architecture, we ensure real-time data synchronization, robust error handling, and a unified view across your ERP, payment processing, and POS systems.

  • Real-time payment transaction synchronization.
  • Automated daily sales reconciliation to Epicor E9 GL.
  • Unified customer and order data across systems.
  • Dynamic inventory level updates between Heartland POS and Epicor E9.
  • Secure and compliant data exchange (PCI DSS).
Implementation Timeline

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

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Real-time payment transaction synchronization.
  • Automated daily sales reconciliation to Epicor E9 GL.
  • Unified customer and order data across systems.
  • Dynamic inventory level updates between Heartland POS and Epicor E9.
  • Secure and compliant data exchange (PCI DSS).
  • AI-augmented fraud detection and anomaly flagging.
  • Automated refund and credit memo processing.

Technical Integration Details: Connecting Epicor E9 & Heartland

Our iPaaS solution facilitates a robust, secure, and scalable integration between Epicor E9 and Heartland. We leverage the strengths of both systems' APIs to create seamless, event-driven data flows, ensuring optimal performance and data integrity.

Data Flow Steps

**API Connection & Authentication:** Establish secure connections to Epicor E9 (via SOAP/REST APIs or database connectors) and Heartland (using OAuth 2.0).

**Schema Discovery & Mapping:** Automatically discover data schemas for key entities (e.g., Payment Transaction, Customer, Order) in both systems. Utilize AI-assisted visual mapping to define field-level transformations.

**Workflow Design (Low-Code):** Design event-driven or scheduled integration workflows using a drag-and-drop interface. For example, a 'Payment Captured' event from Heartland triggers an 'Invoice Creation' action in Epicor E9.

**Data Transformation & Validation:** Implement robust data transformation logic (e.g., currency conversion, data type formatting) and validation rules to ensure data consistency and quality before posting to either system.

**Error Handling & Monitoring:** Configure automated retry mechanisms, dead-letter queues, and real-time alerts for any integration failures or data discrepancies.

**Deployment & Governance:** Deploy integration flows through a structured Dev-QA-Prod pipeline with version control, ensuring reliability and maintainability.

Data Touchpoints

Heartland: Payment transactions, POS sales, settlement batches, customer profiles, product inventory, employee payroll data, refunds.
Epicor E9: Sales orders, invoices, general ledger entries, accounts receivable, accounts payable, customer master, product master, inventory levels, journal entries.

"Heartland (Payment/POS/Payroll Events) -> iPaaS (Data Transformation, Orchestration, AI Validation) -> Epicor E9 (ERP/Accounting Updates). Bi-directional for entities like Customer, Product/SKU."

Pricing

Simple, transparent pricing for Epicor E9 + Heartland.

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 Data Mapping

Our iPaaS provides sophisticated mapping capabilities to ensure seamless data flow for critical business entities between Epicor E9 and Heartland. AI-assisted mapping accelerates setup and reduces errors.

Payment Transaction

Represents a single financial transaction processed through Heartland (sale, authorization, capture, refund). Must be accurately reflected in Epicor E9 for AR and GL.

Epicor E9 Fields

InvoiceNum (linked to Epicor Invoice) GLAccount (for revenue, clearing) Amount Currency ReferenceNum (Heartland transaction ID) TranDate TranType (Sale, Credit Memo) CustomerNum

Heartland Fields

transactionId amount currency transactionType status cardType last4 entryMethod timestamp orderId customerId

Mapping Notes

Map Heartland `transactionId` to an Epicor E9 reference field. `transactionType` maps to Epicor E9's transaction type (e.g., 'Sale' to 'Invoice', 'Refund' to 'Credit Memo'). Amount and currency must align. Consider a payment clearing account in Epicor E9 for interim posting.

Next Steps

See Epicor E9 + Heartland 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-Cash with Unified Inventory

A customer places an order on your online store. The iPaaS captures this order, processes the payment securely through Heartland, updates inventory in Heartland POS and Epicor E9, and then posts the sales order/invoice to Epicor E9 for financial tracking. This ensures accurate financials and prevents overselling.

Integration Steps:

  1. 0 Customer places order (eCommerce).
  2. 1 iPaaS triggers payment authorization (Heartland via `/v1/payments/transactions`).
  3. 2 Heartland confirms payment, triggers webhook.
  4. 3 iPaaS creates sales order/invoice (Epicor E9).
  5. 4 iPaaS updates inventory levels (Heartland POS `/v1/pos/inventory` and Epicor E9).

Business Outcome

Real-time order processing, accurate inventory across channels, faster revenue recognition, 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 the posting of Heartland sales and payment data directly into Epicor E9's General Ledger, significantly reducing manual reconciliation effort and speeding up month-end close cycles.
Enhanced Data Accuracy & Consistency
Eliminate manual data entry errors and ensure consistent, real-time synchronization of sales, inventory, customer, and payment transaction data across Epicor E9 and Heartland.
Optimized Inventory Management
Maintain accurate inventory levels by synchronizing product and SKU data between Heartland POS and Epicor E9, preventing overselling and improving stock planning.
Streamlined Operations & Efficiency
Automate critical workflows from order-to-cash, refunds, and payroll processing, freeing up staff to focus on strategic tasks rather than repetitive data management.
Robust Security & Compliance
Ensure PCI DSS compliance for payment data and secure handling of PII, with tokenization and encrypted data transfer between Heartland and Epicor E9.
Improved Cash Flow & Fraud Prevention
Gain real-time visibility into payment transactions and leverage AI-augmented fraud detection to identify and mitigate risks, safeguarding your revenue.
Faster Time-to-Value with Low-Code
Utilize low-code/no-code tools to rapidly build, deploy, and adapt integrations, empowering business users and accelerating time-to-market for new functionalities.
✨

Accelerated Financial Close

30% Faster Financial Close

📋 What You Get

Automate the posting of Heartland sales and payment data directly into Epicor E9's General Ledger, significantly reducing manual reconciliation effort and speeding up month-end close cycles.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Financial Close, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor E9 + Heartland 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 Heartland, 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 + Heartland 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/GET/PATCH /api/v1/odata/Epicor.RESTService.V1/Erp.BO.SalesOrderSvc/SalesOrders Create/retrieve/update sales orders in Epicor E9 based on eCommerce/POS orders.
POST/GET /api/v1/odata/Epicor.RESTService.V1/Erp.BO.InvoiceSvc/Invoices Create/retrieve invoices in Epicor E9 from Heartland payment transactions.
POST /api/v1/odata/Epicor.RESTService.V1/Erp.BO.GLJournalEntrySvc/GLJournalEntries Post daily sales settlement batches and payroll records to Epicor E9 General Ledger.
POST/GET/PATCH /api/v1/odata/Epicor.RESTService.V1/Erp.BO.CustomerSvc/Customers Create/retrieve/update customer master data in Epicor E9.
GET/PATCH /api/v1/odata/Epicor.RESTService.V1/Erp.BO.PartSvc/Parts Retrieve product details or update inventory levels in Epicor E9.

⚡ Transformation Logic

  • **Data Type Conversion:** Convert strings to numbers, dates to specific formats (e.g., Heartland timestamp to Epicor E9 `TranDate`).
  • **Field Concatenation/Splitting:** Combine `firstName`, `lastName` into `Name`; split full address into street, city, state, zip.
  • **Conditional Logic:** Apply different GL accounts based on Heartland `transactionType` or `Terminal/Location`.
  • **Value Mapping:** Map Heartland `status` codes to Epicor E9's internal status values.
  • **Aggregation:** Sum line items for total order amount before posting to Epicor E9 header.
  • **Currency Conversion:** If operating in multiple currencies, apply real-time exchange rates.

🛡️ Error Handling

  • Heartland API rate limit exceeded.
  • Epicor E9 API authentication failure.
  • Data validation error (e.g., invalid GL account number).
  • Network timeout during data transfer.
  • Duplicate transaction attempt (handled by idempotency).
  • Schema mismatch after system update.
Pricing

Simple, transparent pricing for Epicor E9 + Heartland.

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 kind of systems can Heartland integrate with?
Heartland can integrate with a wide range of business systems including eCommerce platforms (Shopify, BigCommerce), CRM systems (Salesforce, HubSpot), ERPs like Epicor E9, accounting software (QuickBooks, NetSuite), HRIS platforms, inventory management systems, and custom applications, primarily through its robust APIs and event-driven architecture facilitated by an iPaaS.

iPaaS Benefits FAQs

▸ How does iPaaS improve Epicor E9 and Heartland integration?
iPaaS enhances Epicor E9 and Heartland integration by providing real-time data synchronization, automated transaction routing, centralized error handling, and robust data mapping capabilities. This ensures secure, compliant, and accurate flow of payment, sales, and payroll data between Epicor E9's financial modules and Heartland's services, reducing manual reconciliation and improving financial reporting speed.

Inventory Management FAQs

▸ Can I automate my Heartland POS inventory updates with Epicor E9?
Yes, absolutely. Using an iPaaS, you can create real-time or near real-time automation workflows to synchronize inventory levels and product data between your Heartland POS system and Epicor E9. This prevents overselling, reduces stockouts, and ensures customers always see accurate product availability, with Epicor E9 often acting as the master for product information.

AI & Automation FAQs

▸ What is AI-augmented integration for Epicor E9 and Heartland?
AI-augmented integration for Epicor E9 and Heartland involves embedding artificial intelligence capabilities into your iPaaS workflows. This includes AI for automated transaction validation, anomaly detection for potential fraud in Heartland data, intelligent data mapping suggestions to Epicor E9, and autonomous handling of common exceptions, significantly reducing manual oversight and improving data quality and security.

Security & Compliance FAQs

▸ Are Heartland integrations PCI DSS compliant?
Maintaining PCI DSS compliance is paramount for any system handling payment data. While Heartland itself is compliant, your integration strategy must also adhere to these standards. Using an iPaaS that supports tokenization, secure data encryption (TLS 1.2+), and audited access controls is crucial to ensure end-to-end compliance for all integrated workflows between Heartland and Epicor E9, minimizing Epicor E9's PCI scope.

Low-Code/No-Code FAQs

▸ How do low-code/no-code tools help with Epicor E9 and Heartland integrations?
Low-code/no-code tools empower business users and citizen integrators to build, modify, and manage Epicor E9 and Heartland integration workflows visually, without extensive coding. This accelerates development cycles, reduces reliance on IT, and allows business teams to quickly adapt integrations to evolving needs, such as adding new sales channels or payment methods, directly impacting Epicor E9's financial reporting.

Data Management FAQs

▸ How can I ensure data consistency between Heartland and Epicor E9?
To ensure data consistency, implement an iPaaS with strong data mapping and validation rules. Define a canonical data model for financial transactions, sales, and refunds. Automate reconciliation workflows that cross-reference data points between Heartland and Epicor E9, with AI-driven anomaly detection to flag discrepancies immediately and prevent financial reporting errors.

Payroll Integration FAQs

▸ Can I integrate Heartland Payroll with Epicor E9's General Ledger?
Yes, absolutely. Our integration solution automates the transfer of finalized payroll records from Heartland Payroll to Epicor E9's General Ledger. This ensures that all payroll-related expenses (gross pay, taxes, deductions) are accurately posted to the correct GL accounts in Epicor E9, streamlining your financial accounting and reporting for labor costs.
Next Steps

See Epicor E9 + Heartland 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 + Heartland 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 Heartland, 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 + Heartland 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 + Heartland.

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 + Heartland 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