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Epicor E9 & PayTrace Integration: Unify Payments, Automate ERP

Achieve real-time financial accuracy, streamline operations, and enhance PCI compliance with a seamless integration between your Epicor E9 ERP and PayTrace payment gateway.

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The Challenge

The Cost of Disconnected Payments & ERP

Without a robust integration, managing payments and financial records between PayTrace and Epicor E9 leads to a host of operational inefficiencies, financial inaccuracies, and compliance risks.

  • Manual data entry of payment transactions into Epicor E9.
  • Time-consuming and error-prone reconciliation processes.
  • Delayed cash application and inaccurate financial reporting.
  • Increased risk of PCI non-compliance due to sensitive data handling.
  • Siloed customer and transaction data, leading to incomplete insights.
  • Inefficient refund and chargeback management.
Integration Diagram
Solution Illustration
The Solution

Seamless Automation: Epicor E9 & PayTrace Integration via iPaaS

Our iPaaS solution bridges the gap between Epicor E9 and PayTrace, creating a harmonized, automated financial workflow. Leveraging advanced connectors and AI-driven capabilities, we transform your payment processing from a manual chore into a strategic advantage.

  • Real-time Payment Transaction Synchronization
  • Automated Invoice-to-Payment Reconciliation
  • Secure Payment Method Tokenization & Storage
  • Comprehensive Refund and Void Automation
  • AI-Enhanced Fraud Detection & Anomaly Alerting
Implementation Timeline

Go live with Epicor E9 + PayTrace 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 PayTrace, 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 + PayTrace 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 Invoice-to-Payment Reconciliation
  • Secure Payment Method Tokenization & Storage
  • Comprehensive Refund and Void Automation
  • AI-Enhanced Fraud Detection & Anomaly Alerting
  • Centralized Customer Payment Profile Management

Epicor E9 & PayTrace Integration: Technical Deep Dive

Our iPaaS provides a robust, secure, and scalable framework for connecting Epicor E9 and PayTrace. It handles all aspects of data exchange, transformation, and workflow orchestration, ensuring seamless financial operations.

Data Flow Steps

**Connectors & Authentication:** Establish secure connections to Epicor E9 (via REST/SOAP APIs or database access) and PayTrace (via API Keys/User ID/Password).

**Event Listener/Scheduler:** Configure iPaaS to listen for PayTrace webhooks (for real-time events) or schedule polling for Epicor E9 data (e.g., new invoices).

**Data Extraction:** Extract relevant entities like Transactions, Customer Profiles, Orders/Invoices from source systems.

**Transformation & Harmonization:** Map and transform data fields between the disparate schemas of Epicor E9 and PayTrace, applying business rules for data consistency.

**Validation & Enrichment:** Validate data against predefined rules and enrich it with additional information (e.g., GL account codes from Epicor E9).

**Data Loading:** Ingest the transformed data into the target system via its respective APIs, ensuring idempotency and error handling.

**Error Handling & Monitoring:** Log all transactions, implement retry mechanisms, and set up alerts for any integration failures.

Data Touchpoints

**Epicor E9:** Sales Orders, Invoices, Customers, General Ledger, Accounts Receivable, Cash Receipts.
**PayTrace:** Transactions (Sale, Auth, Capture, Refund, Void), Customer Profiles, Payment Methods (Tokenized), Settlement Batches, Webhooks.

"The integration architecture centers around the iPaaS. PayTrace events (successful payments, refunds) are pushed to the iPaaS via webhooks. The iPaaS then orchestrates data transformation, mapping PayTrace's Transaction, Customer Profile, and Payment Method (Tokenized) entities to Epicor E9's Sales Orders, Invoices, Accounts Receivable, and General Ledger. For outbound flows, the iPaaS can trigger payments in PayTrace based on Epicor E9 invoices or subscription renewal dates. All communications are secured via HTTPS/TLS."

Pricing

Simple, transparent pricing for Epicor E9 + PayTrace.

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 & Intelligent Mapping for Epicor E9 & PayTrace

Understanding the core entities and their precise mapping is crucial for a successful integration. Our iPaaS provides visual tools and AI assistance to streamline this complex process.

Transaction

Represents a single payment event (sale, auth, capture, refund, void). This is the core entity for financial reconciliation.

Epicor E9 Fields

InvoiceNum PONum OrderNum CustomerNum TranAmt TranDate GLAccount ReceiptDate CashDtlNum (for Cash Receipts)

PayTrace Fields

transactionId amount currency status paymentMethodType customerId orderId timestamp processorResponseCode referenceNumber authCode

Mapping Notes

PayTrace's `transactionId` maps to a custom field or a reference in Epicor E9's Cash Receipt or GL Entry. `amount` maps to `TranAmt`. `orderId` often maps to Epicor E9's `OrderNum` or `InvoiceNum`. Status codes require transformation to Epicor E9's payment status conventions.

Next Steps

See Epicor E9 + PayTrace 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-to-ERP Sync

When an order is placed on an eCommerce platform, the payment is processed securely via PayTrace. Upon successful payment, the order details, payment status, and customer information are automatically synchronized with Epicor E9 for fulfillment, inventory updates, and accounting.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Payment securely processed by PayTrace.
  3. 2 iPaaS captures PayTrace payment event via webhook.
  4. 3 iPaaS creates/updates Sales Order and Payment in Epicor E9.
  5. 4 Epicor E9 initiates fulfillment and updates inventory.

Business Outcome

Real-time order processing, accurate inventory, and immediate financial record updates.

Frequency

Real-time

Business Value

Key Integration Benefits

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

Accelerated Cash Flow & Revenue Recognition
Automate cash application and eliminate delays in payment posting, leading to faster access to funds and more accurate revenue reporting in Epicor E9.
Enhanced Financial Accuracy & Audit Readiness
Eliminate manual data entry errors and ensure every PayTrace transaction is precisely recorded and reconciled within Epicor E9, simplifying audits.
Significant Operational Efficiency Gains
Free up your finance team from tedious manual tasks like reconciliation and data entry, allowing them to focus on strategic initiatives.
Robust PCI DSS Compliance & Security
Leverage PayTrace's tokenization to keep sensitive cardholder data out of Epicor E9, drastically reducing your PCI compliance scope and improving security.
Real-time Financial Visibility
Gain an up-to-the-minute view of payment statuses, customer profiles, and financial transactions directly within Epicor E9, enabling better decision-making.
Improved Customer Experience
Streamlined payment processes, faster refunds, and accurate billing contribute to higher customer satisfaction and loyalty.
✨

Accelerated Cash Flow & Revenue Recognition

25-40% Faster Cash Application

📋 What You Get

Automate cash application and eliminate delays in payment posting, leading to faster access to funds and more accurate revenue reporting in Epicor E9.

💼 Business Impact

This benefit directly contributes to 25-40% improvement in Faster Cash Application, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor E9 + PayTrace 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 PayTrace, 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 + PayTrace 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
GET/POST/PUT /api/v1/erp/customers Manage customer records, retrieve customer numbers, and update contact information in Epicor E9.
POST/GET/PUT /api/v1/erp/salesorders Create new sales orders, retrieve order details, or update order statuses (e.g., payment status) in Epicor E9.
GET/PUT /api/v1/erp/invoices Retrieve invoice details for reconciliation, update invoice statuses to 'Paid' in Epicor E9.
POST /api/v1/erp/cashreceipts Post cash receipts and apply payments to open invoices in Epicor E9's Accounts Receivable.
POST /api/v1/erp/gltransactions Post direct general ledger entries for payment transactions, fees, or adjustments in Epicor E9.

⚡ Transformation Logic

  • **Date Formatting:** Convert PayTrace ISO 8601 timestamps to Epicor E9's preferred date/time format (e.g., MM/DD/YYYY HH:MM:SS).
  • **Status Mapping:** Translate PayTrace transaction `status` (e.g., 'Approved', 'Refunded', 'Declined') to Epicor E9's internal `PaymentStatus` values (e.g., 'Paid', 'Credit Issued', 'Rejected').
  • **GL Account Derivation:** Dynamically determine the correct Epicor E9 `GLAccount` based on the PayTrace `paymentMethodType`, `transactionType` (sale, refund), and configured business rules.
  • **Address Harmonization:** Standardize customer `billingAddress` and `shippingAddress` formats for consistency between PayTrace and Epicor E9.
  • **ID Matching:** Use custom lookup tables or AI-assisted fuzzy matching to link PayTrace's `orderId`/`invoiceId` to Epicor E9's `OrderNum`/`InvoiceNum`.

🛡️ Error Handling

  • **PayTrace Transaction Decline:** iPaaS logs decline, notifies relevant teams, and optionally updates order status in Epicor E9 for review.
  • **Epicor E9 API Timeout:** iPaaS initiates intelligent retry logic with exponential backoff.
  • **Invoice Not Found in Epicor E9:** iPaaS flags error, routes to a dead-letter queue, and alerts finance for manual matching or investigation.
  • **Data Validation Failure:** If PayTrace data doesn't meet Epicor E9's business rules, the record is quarantined for review, and an alert is sent.
Pricing

Simple, transparent pricing for Epicor E9 + PayTrace.

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 PayTrace and why is integration with Epicor E9 important?
PayTrace is a secure payment gateway and merchant services provider. Integration with Epicor E9 is crucial because it automates the flow of payment data into your ERP, enabling real-time cash application, automated reconciliation, and accurate financial reporting, eliminating manual data entry and improving PCI compliance.

iPaaS FAQs

▸ How does iPaaS enhance Epicor E9 and PayTrace integrations?
An iPaaS (Integration Platform as a Service) acts as a centralized hub, providing pre-built connectors, visual mapping tools, and orchestration capabilities to build robust, scalable, and secure integrations between Epicor E9 and PayTrace. It enables real-time, event-driven automation without extensive custom coding, simplifying complex financial workflows.

Security & Compliance FAQs

▸ Is Epicor E9 and PayTrace integration PCI DSS compliant?
Yes, PayTrace itself is PCI DSS compliant. For the integration, it's critical to leverage PayTrace's tokenization services. By storing only secure tokens (not raw card data) in Epicor E9, your integration can significantly reduce its PCI compliance scope, making it easier to maintain security and compliance.

Use Cases FAQs

▸ Can I automate recurring billing with Epicor E9 and PayTrace?
Absolutely. By integrating Epicor E9 (or a connected CRM) with PayTrace via an iPaaS, you can fully automate recurring billing cycles. This includes scheduled payment processing using tokenized payment methods, managing subscription renewals, and automating dunning processes for failed payments, with all updates flowing back to Epicor E9.

Data Flow FAQs

▸ What types of data are synchronized between Epicor E9 and PayTrace?
Key data entities synchronized include customer profiles, payment methods (tokenized), transaction details (sales, refunds, voids, authorizations), order/invoice information, and settlement batches. The goal is to ensure a unified and accurate view of financial data across both Epicor E9 and PayTrace.

AI Enhancements FAQs

▸ How does AI augment Epicor E9 and PayTrace integrations?
AI significantly enhances integrations by providing capabilities like predictive fraud detection on PayTrace transactions, intelligent anomaly detection in financial data, automated reconciliation discrepancy flagging, and smart routing of payment exceptions. This leads to reduced financial risk, higher data quality, and more efficient operational insights within Epicor E9.

Technical FAQs

▸ What are common error handling strategies for Epicor E9 and PayTrace integrations?
Robust error handling includes comprehensive logging of all API interactions, implementing intelligent retry mechanisms with exponential backoff for transient errors, setting up alerts for critical failures, using dead-letter queues for messages that cannot be processed, and designing idempotent API calls to prevent duplicate transactions on retries.
▸ How do webhooks improve PayTrace integration performance with Epicor E9?
Webhooks enable an event-driven architecture, where PayTrace pushes real-time notifications (e.g., 'payment successful') to your iPaaS as events occur. This eliminates the need for your systems to constantly poll PayTrace, reducing API call volume, improving system responsiveness, and ensuring immediate data synchronization into Epicor E9.
Next Steps

See Epicor E9 + PayTrace 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 + PayTrace 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 PayTrace, 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 + PayTrace 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 + PayTrace.

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 + PayTrace 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