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Epicor E9 & Payeezy Integration: Seamless ERP Payment Automation

Connect Epicor E9 with Payeezy for real-time financial reconciliation, automated order-to-cash, and enhanced fraud detection, powered by a modern iPaaS.

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The Challenge

The Disconnect Between ERP and Payment Processing

Without a robust integration, managing payments with Epicor E9 and Payeezy becomes a manual, error-prone, and time-consuming process. Businesses struggle with fragmented data, delayed financial reporting, and increased operational costs.

  • Manual data entry of payment transactions into Epicor E9.
  • Delayed reconciliation of daily settlements from Payeezy.
  • Inconsistent order and payment statuses across systems.
  • Increased risk of human error in financial records.
  • Challenges in tracking refunds and chargebacks accurately.
  • Difficulty in maintaining PCI DSS compliance without tokenization.
  • Lack of real-time insights into cash flow and payment trends.
Integration Diagram
Solution Illustration
The Solution

Automated Financial Harmony: Epicor E9 & Payeezy Integration

Our iPaaS solution provides a robust, low-code platform to seamlessly connect Epicor E9 with Payeezy, automating every critical payment workflow. Experience real-time data synchronization, enhanced financial accuracy, and streamlined operations from end-to-end.

  • Bi-directional data synchronization
  • Real-time payment transaction updates
  • Automated financial reconciliation
  • PCI DSS compliant tokenization support
  • Configurable workflow automation
Implementation Timeline

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

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional data synchronization
  • Real-time payment transaction updates
  • Automated financial reconciliation
  • PCI DSS compliant tokenization support
  • Configurable workflow automation
  • Centralized error handling & monitoring
  • AI-enhanced fraud detection capabilities

Epicor E9 & Payeezy: The Technical Integration Blueprint

Our iPaaS solution facilitates a robust, secure, and scalable integration between Epicor E9 and Payeezy. By leveraging modern API-first principles and event-driven architecture, we ensure seamless data flow and process automation.

Data Flow Steps

**1. Connectors Configuration:** Establish secure connections to Epicor E9 (via APIs or database) and Payeezy using pre-built iPaaS connectors.

**2. Workflow Design:** Visually design integration flows using a low-code canvas, defining triggers, actions, and conditional logic.

**3. Data Mapping & Transformation:** Map `Payment Transaction`, `Order`, `Customer`, `Refund`, and `Settlement Batch` entities between systems, applying necessary data transformations.

**4. Webhook Setup:** Configure Payeezy webhooks to send real-time event notifications (e.g., `transaction.captured`, `chargeback.created`) to the iPaaS.

**5. Error Handling & Monitoring:** Implement retry logic, dead-letter queues, and define alerting rules for critical failures.

**6. Testing & Deployment:** Thoroughly test workflows in a sandbox environment, then promote to production using CI/CD pipelines.

Data Touchpoints

Epicor E9 Sales Orders, Invoices, Cash Receipts, Credit Memos, General Ledger, Customer Master.
Payeezy Payment Transactions (Auth, Capture, Sale, Refund, Void), Payment Method Tokens, Settlement Batches, Webhook Notifications.

"Epicor E9 (ERP/Accounting) <--> iPaaS (Orchestration, Transformation, AI) <--> Payeezy (Payment Gateway). Key flows include: Order/Invoice Data from Epicor to Payeezy via iPaaS for payment requests; Payment Transaction/Status updates from Payeezy (Webhooks) to Epicor E9 via iPaaS for reconciliation; Settlement Batches from Payeezy to Epicor E9 (GL) via iPaaS for daily close."

Pricing

Simple, transparent pricing for Epicor E9 + Payeezy.

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 Data Entities & Smart Mapping

Seamless data flow between Epicor E9 and Payeezy relies on accurate mapping and transformation of critical business entities. Our iPaaS provides visual tools and AI assistance to ensure data integrity.

Payment Transaction

Detailed record of a payment event (authorization, capture, refund) in Payeezy, requiring corresponding entries in Epicor E9.

Epicor E9 Fields

Cash Receipt (Amount, Date, Customer, Reference) Invoice Payment Status Journal Entry (GL Account, Debit/Credit)

Payeezy Fields

transactionId amount currency transactionType transactionStatus orderId paymentMethodType timestamp originalTransactionId

Mapping Notes

Payeezy's `transactionId` is the unique key. `transactionType` dictates Epicor E9's financial document (e.g., Sales Order, Cash Receipt, Credit Memo). `transactionStatus` updates Epicor E9's order/invoice status.

Next Steps

See Epicor E9 + Payeezy 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 Automation

Automate the entire sales process from an eCommerce order to payment capture via Payeezy and subsequent accounting in Epicor E9.

Integration Steps:

  1. 0 Customer places an order on eCommerce platform.
  2. 1 Payment details are sent to Payeezy (via iPaaS) for authorization/capture.
  3. 2 Payeezy processes payment and sends real-time status via webhook.
  4. 3 iPaaS receives webhook, creates/updates Sales Order in Epicor E9.
  5. 4 iPaaS applies payment to the corresponding invoice/cash receipt in Epicor E9.
  6. 5 Order status in eCommerce and Epicor E9 is updated to 'Paid' or 'Processing'.

Business Outcome

Faster order fulfillment, accurate revenue recognition, reduced manual data entry, and improved cash flow.

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 the entire payment lifecycle from customer order to cash receipt in Epicor E9, drastically reducing manual delays.
Enhanced Financial Accuracy
Eliminate manual data entry errors and ensure real-time synchronization of payment transactions and settlements between Payeezy and Epicor E9.
Streamlined Reconciliation
Automate daily payment settlement reconciliation, reducing hours of manual effort and accelerating your financial close process.
Robust Fraud Prevention
Leverage AI-enhanced fraud anomaly detection with real-time Payeezy transaction data to proactively identify and mitigate risks.
Simplified PCI DSS Compliance
Utilize Payeezy's tokenization to keep sensitive card data out of your Epicor E9 system, significantly reducing your compliance scope.
Improved Operational Efficiency
Free up valuable accounting and finance resources from repetitive tasks, allowing them to focus on strategic initiatives.
✨

Accelerated Order-to-Cash Cycle

30% Faster O2C

📋 What You Get

Automate the entire payment lifecycle from customer order to cash receipt in Epicor E9, drastically reducing manual delays.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster O2C, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor E9 + Payeezy 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 Payeezy, 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 + Payeezy 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/Ice.BO.SalesOrderSvc/SalesOrders Create new Sales Orders in Epicor E9 based on eCommerce orders.
POST /api/v1/Ice.BO.CashRecSvc/CashReceipts Record cash receipts for captured payments in Epicor E9.
POST /api/v1/Ice.BO.CustomerSvc/Customers Create or update customer records in Epicor E9.
POST /api/v1/Ice.BO.CreditMemoSvc/CreditMemos Process credit memos in Epicor E9 for refunds.
POST /api/v1/Ice.BO.GLJournalSvc/GLJournals Post general ledger entries for daily settlements and fees.

⚡ Transformation Logic

  • Convert all monetary values to a common currency for reconciliation if multi-currency is involved, and apply exchange rates.
  • Map Payeezy's payment method types (e.g., 'VISA', 'MC') to Epicor E9's payment codes.
  • Parse and standardize address fields from Payeezy/eCommerce for Epicor E9 customer records.
  • Generate unique identifiers for Epicor E9 records (e.g., Cash Receipt IDs) using iPaaS sequencing.
  • Apply tax calculations and allocations based on Epicor E9's rules if necessary for invoice generation.

🛡️ Error Handling

  • Payeezy transaction failure due to insufficient funds or incorrect card details.
  • Epicor E9 API errors (e.g., invalid customer ID, duplicate invoice number).
  • Network connectivity issues between iPaaS and either system.
  • Data validation failures during transformation.
  • Unmatched transactions during daily settlement reconciliation.
Pricing

Simple, transparent pricing for Epicor E9 + Payeezy.

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 Payeezy and why is integration important for my business?
Payeezy by Fiserv is a comprehensive payment processing platform enabling secure online transactions. Integration with Epicor E9 is crucial as it connects Payeezy's capabilities with your core ERP, automating financial workflows, ensuring real-time data synchronization, reducing manual errors, and accelerating your order-to-cash cycle. This leads to improved operational efficiency, better financial visibility, and enhanced customer experience.

Technical FAQs

▸ How does an iPaaS enhance Payeezy's capabilities when integrating with Epicor E9?
An iPaaS (Integration Platform as a Service) acts as a central hub to orchestrate complex workflows involving Payeezy and Epicor E9. It provides pre-built connectors, visual mapping tools, and workflow automation features that leverage Payeezy's APIs and webhooks. This enables real-time data flow, low-code/no-code integration development, robust error handling, and scalable automation, making Payeezy exponentially more valuable by unifying your enterprise ecosystem with Epicor E9.
▸ How do I handle Payeezy API rate limits in my Epicor E9 integration?
To manage Payeezy API rate limits, implement strategies such as exponential backoff for retries, batching multiple requests where feasible, and using asynchronous processing with queues for high-volume operations. Your iPaaS should have built-in capabilities to manage and monitor API call rates, preventing your integration from being throttled and ensuring continuous data flow to Epicor E9.
▸ What is the role of event-driven architecture in Epicor E9 and Payeezy integration?
Event-driven architecture is pivotal for modern Payeezy integrations. Instead of constantly polling Payeezy for status updates, you configure webhooks to send real-time notifications (events) to your iPaaS whenever a significant change occurs (e.g., payment authorized, captured, refunded, chargeback). This enables immediate reactions in Epicor E9, reduces latency, and optimizes API usage, leading to more responsive and efficient financial workflows.

Security & Compliance FAQs

▸ Is Payeezy PCI DSS compliant, and how does that affect my Epicor E9 integration?
Yes, Payeezy is designed to be PCI DSS compliant. For your Epicor E9 integration, it's critical to use Payeezy's tokenization services. This means you replace sensitive customer card data with a non-sensitive token within your systems, significantly reducing your own PCI DSS scope and compliance burden. Your integration strategy must prioritize secure data handling and communication protocols (e.g., HTTPS, TLS 1.2+).

Advanced Features FAQs

▸ Can I automate fraud detection with Payeezy integrations into Epicor E9?
Absolutely. By integrating Payeezy's real-time transaction data via webhooks into an iPaaS, you can feed this information to AI/ML services for anomaly detection and fraud scoring. The iPaaS can then trigger automated alerts, flag suspicious transactions for review, or even automatically decline payments based on predefined risk thresholds, significantly enhancing your fraud prevention capabilities within the Epicor E9 financial ecosystem.
▸ How can AI augment error handling and exception management for Epicor E9 Payeezy flows?
AI can significantly enhance error handling by analyzing logs and transaction data to identify common error patterns, suggest root causes, and even automate resolution for known issues. For exceptions like failed payments or chargebacks, AI can prioritize cases, recommend next steps, and provide insights for proactive prevention, transforming reactive problem-solving into intelligent, predictive management, ensuring data consistency in Epicor E9.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Payeezy with Epicor E9?
Common challenges include synchronizing transaction statuses in real-time, accurately mapping payment data to Epicor E9's ledger accounts, handling refunds and chargebacks consistently, ensuring data integrity across systems, and reconciling daily settlements. A robust iPaaS helps overcome these by providing consistent data transformation, error handling, and workflow orchestration tailored for Epicor E9's accounting structure.

Technology FAQs

▸ Can low-code/no-code tools be used for Epicor E9 Payeezy integrations?
Yes, modern iPaaS platforms offer low-code/no-code workflow designers that are ideal for Payeezy integrations. Business analysts can visually configure connections, map data, and define business rules for payment processing, order fulfillment, and reconciliation workflows in Epicor E9 without writing extensive code. This accelerates integration development and empowers business teams.
Next Steps

See Epicor E9 + Payeezy 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 + Payeezy 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 Payeezy, 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 + Payeezy 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 + Payeezy.

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 + Payeezy 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