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Unify Finance & Payments: Seamless Epicor Eclipse Payeezy Integration

Automate your order-to-cash cycle, streamline financial reconciliation, and secure transactions with real-time data flow between Epicor Eclipse and Payeezy.

The Challenge

The Manual Maze: Why Disconnected Payments Hurt Your Business

Without a robust integration, managing payments and financials between Epicor Eclipse and Payeezy becomes a manual, error-prone, and time-consuming burden. This disconnect creates significant operational bottlenecks and financial risks.

  • **Manual Data Entry & Reconciliation:** Re-keying payment details from Payeezy into Epicor Eclipse leads to errors, delays, and wasted labor.
  • **Delayed Cash Flow Visibility:** Lagging payment updates mean an inaccurate real-time picture of your cash position, hindering strategic decisions.
  • **Chargeback & Refund Headaches:** Manually processing chargebacks and refunds across systems is slow, leading to missed deadlines and customer dissatisfaction.
  • **PCI DSS Compliance Burden:** Storing sensitive card data in disparate systems increases your compliance scope and risk.
  • **Inefficient Fraud Management:** Lacking real-time data analysis makes it harder to detect and prevent fraudulent transactions proactively.
  • **Slow Order-to-Cash Cycle:** Delays in payment processing and ERP updates prolong the time from order placement to revenue recognition.
Integration Diagram
Solution Illustration
The Solution

The Integrated Advantage: Epicor Eclipse + Payeezy with iPaaS

Our powerful iPaaS solution bridges the gap between Epicor Eclipse and Payeezy, creating an intelligent, automated financial ecosystem. Experience real-time data synchronization, streamlined workflows, and a secure payment environment, all managed through a low-code platform.

  • Bi-directional data synchronization
  • Real-time event-driven processing
  • Comprehensive workflow automation
  • Centralized error handling & monitoring
  • Advanced data transformation capabilities
Implementation Timeline

Go live with Epicor Eclipse + 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 Eclipse 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 Eclipse + 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 event-driven processing
  • Comprehensive workflow automation
  • Centralized error handling & monitoring
  • Advanced data transformation capabilities
  • PCI DSS compliant tokenization support
  • AI-enhanced fraud and anomaly detection

Technical Integration Details: Epicor Eclipse & Payeezy

This integration relies on a robust iPaaS to orchestrate data flow between Epicor Eclipse and Payeezy, utilizing their respective APIs and event-driven webhooks for optimal performance and real-time synchronization.

Data Flow Steps

**Connectors:** Establish secure connections using pre-built iPaaS connectors for Epicor Eclipse (typically SOAP/REST for ERP) and Payeezy (RESTful API).

**Authentication:** Configure OAuth 2.0 for Payeezy and appropriate API key/token-based authentication for Epicor Eclipse within the iPaaS's secure credential manager.

**Event Listeners:** Set up Payeezy webhooks (e.g., `transaction.succeeded`, `transaction.failed`, `chargeback.created`, `refund.succeeded`) to trigger iPaaS workflows in real-time.

**Data Transformation:** Design visual data maps and transformation rules to align Epicor Eclipse's ERP schema with Payeezy's payment transaction schema.

**Workflow Orchestration:** Build multi-step workflows using drag-and-drop tools to define the sequence of operations (e.g., 'Payeezy payment captured' -> 'Create Epicor Eclipse Cash Receipt').

**Error Handling & Retries:** Implement robust error logging, automated retry mechanisms with exponential backoff, and dead-letter queues for persistent failures.

**Monitoring & Alerting:** Configure dashboards and alerts to monitor integration health, transaction volumes, and critical error notifications.

Data Touchpoints

**Epicor Eclipse:** Sales Order, Customer, Cash Receipt, Credit Memo, General Ledger, Inventory, Product.
**Payeezy:** Payment Transaction (Auth, Capture, Sale, Refund, Void), Customer, Payment Method Token, Settlement Batch, Webhook Notification, Chargeback.

"A centralized iPaaS acts as the bridge. On one side, Payeezy sends real-time webhook notifications for payment events (Auth, Capture, Refund, Chargeback). The iPaaS processes these events, transforms the data, and invokes Epicor Eclipse APIs to create/update records (Sales Order, Cash Receipt, Credit Memo, GL entries). Conversely, actions in Epicor Eclipse (e.g., initiating a refund) trigger iPaaS workflows that call Payeezy's APIs. Daily, the iPaaS pulls Payeezy settlement reports for reconciliation in Epicor Eclipse's General Ledger."

Pricing

Simple, transparent pricing for Epicor Eclipse + 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 Eclipse

Integrating Epicor Eclipse 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 & Field Mapping

The integration orchestrates the flow of critical financial and operational data, ensuring consistency and accuracy across Epicor Eclipse and Payeezy. Below are the primary entities and their typical mapping considerations.

Payment Transaction

Represents a single financial interaction (authorization, capture, sale, refund, void).

Epicor Eclipse Fields

{ "field": "Payment.CashReceiptID", "type": "string", "notes": "Primary identifier for cash receipts." } { "field": "Payment.InvoiceNum", "type": "string", "notes": "Links to the associated sales invoice." } { "field": "Payment.Amount", "type": "decimal", "notes": "Transaction amount." } { "field": "Payment.Date", "type": "date", "notes": "Date of the payment." } { "field": "Payment.ReferenceNum", "type": "string", "notes": "Can store Payeezy transactionId." } { "field": "Payment.Status", "type": "string", "notes": "Payment status (e.g., Paid, Pending, Refunded)." }

Payeezy Fields

{ "field": "transactionId", "type": "string", "notes": "Unique identifier for the Payeezy transaction." } { "field": "amount", "type": "decimal", "notes": "Transaction amount." } { "field": "currency", "type": "string", "notes": "Currency code (e.g., USD)." } { "field": "transactionType", "type": "string", "notes": "Type of transaction (e.g., Authorize, Capture, Sale, Refund)." } { "field": "transactionStatus", "type": "string", "notes": "Current status (e.g., Approved, Declined, Settled)." } { "field": "orderId", "type": "string", "notes": "Reference to the original order." } { "field": "timestamp", "type": "datetime", "notes": "When the transaction occurred." }

Mapping Notes

Payeezy `transactionId` is crucial for linking to Epicor Eclipse `Payment.ReferenceNum` and for subsequent operations like refunds/voids. `transactionStatus` must be mapped to Epicor Eclipse's payment status or cash receipt status. Currency conversion may be required if systems operate in different base currencies.

Next Steps

See Epicor Eclipse + Payeezy integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

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

Seamlessly connect your eCommerce platform to Payeezy for payment processing and Epicor Eclipse for order management and accounting. When a customer places an order and pays via Payeezy, the iPaaS automatically captures the payment, creates a sales order, and posts a cash receipt in Epicor Eclipse, updating the order status in real-time.

Integration Steps:

  1. 0 Customer checks out on eCommerce, payment details sent to Payeezy.
  2. 1 Payeezy processes payment, generates transaction ID and status.
  3. 2 Payeezy webhook notifies iPaaS of successful payment capture.
  4. 3 iPaaS maps payment data to Epicor Eclipse sales order and customer records.
  5. 4 New Sales Order created in Epicor Eclipse with payment linked.
  6. 5 Cash Receipt automatically posted in Epicor Eclipse, marking order as paid.
  7. 6 eCommerce order status updated for fulfillment team.

Business Outcome

Reduced manual order processing, faster fulfillment, improved cash flow, and accurate inventory synchronization.

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
Automate payment capture, ERP sales order creation, and cash receipt posting, drastically reducing the time from customer order to revenue recognition.
Enhanced Financial Accuracy
Eliminate manual data entry errors and ensure real-time synchronization of payment data, leading to precise financial records and reconciliation.
Reduced Operational Costs
Automate repetitive tasks like reconciliation, refunds, and chargeback processing, freeing up finance teams for strategic initiatives.
Strengthened Security & Compliance
Leverage Payeezy's tokenization to reduce PCI DSS scope, protecting sensitive customer payment information and ensuring regulatory adherence.
Proactive Fraud Detection
Utilize AI-enhanced anomaly detection on Payeezy transaction data to identify and mitigate fraudulent activities in real-time.
Improved Cash Flow Visibility
Gain real-time insights into payment statuses and daily settlements, enabling better cash flow management and financial forecasting.
Scalable & Agile Operations
Build flexible, low-code integrations that can quickly adapt to evolving business needs, new payment methods, and increased transaction volumes.

Accelerated Order-to-Cash

30% Faster Order-to-Cash Cycle

📋 What You Get

Automate payment capture, ERP sales order creation, and cash receipt posting, drastically reducing the time from customer order to revenue recognition.

💼 Business Impact

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

Implementation Timeline

Go live with Epicor Eclipse + 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 Eclipse 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 Eclipse + 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, GET, PUT /api/v1/SalesOrder Create, retrieve, and update sales orders.
POST /api/v1/CashReceipt Post new cash receipts against customer accounts.
POST, GET, PUT /api/v1/Customer Create, retrieve, and update customer records.
POST /api/v1/CreditMemo Create credit memos for refunds.
POST /api/v1/GLJournalEntry Post general ledger journal entries for reconciliation.

Transformation Logic

  • **Currency Conversion:** Automatically convert transaction amounts to Epicor Eclipse's base currency if Payeezy operates in multiple currencies.
  • **Status Mapping:** Map Payeezy's detailed transaction statuses (e.g., 'Approved', 'Settled', 'Refunded') to Epicor Eclipse's simpler payment or order statuses (e.g., 'Paid', 'Closed').
  • **Data Enrichment:** Add additional context to Epicor Eclipse records from Payeezy data (e.g., Payeezy `transactionId` as a reference number).
  • **Aggregation for GL:** Aggregate multiple individual Payeezy transactions (sales, refunds, fees) into summary journal entries for Epicor Eclipse's General Ledger.
  • **Conditional Logic:** Implement rules for creating new Epicor Eclipse customers only if a matching customer ID doesn't already exist.

🛡️ Error Handling

  • Payeezy API unavailability or timeout.
  • Invalid data format from eCommerce preventing Payeezy transaction.
  • Epicor Eclipse API authentication failure or data validation error (e.g., invalid customer ID).
  • Network interruptions between iPaaS and either system.
  • Duplicate transaction attempts due to upstream system retries.
Pricing

Simple, transparent pricing for Epicor Eclipse + 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 is a comprehensive payment processing platform by Fiserv, enabling secure online transactions. Integration is crucial because it connects Payeezy's payment capabilities with your core business systems like Epicor Eclipse, 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.

iPaaS Benefits FAQs

How does an iPaaS enhance Payeezy's capabilities?
An iPaaS (Integration Platform as a Service) acts as a central hub to orchestrate complex workflows involving Payeezy and other systems like Epicor Eclipse. 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.
Can low-code/no-code tools be used for Epicor Eclipse and Payeezy integrations?
Yes, modern iPaaS platforms offer low-code/no-code workflow designers that are ideal for Payeezy and Epicor Eclipse integrations. Business analysts can visually configure connections, map data, and define business rules for payment processing, order fulfillment, and reconciliation workflows without writing extensive code. This accelerates integration development and empowers business teams to adapt quickly.

Security & Compliance FAQs

Is Payeezy PCI DSS compliant, and how does that affect my integration with Epicor Eclipse?
Yes, Payeezy is designed to be PCI DSS compliant. For your integration with Epicor Eclipse, 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 Eclipse?
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 and protecting your Epicor Eclipse financials.

Challenges & Solutions FAQs

What are the common challenges when integrating Payeezy with Epicor Eclipse, and how are they solved?
Common challenges include synchronizing transaction statuses in real-time, accurately mapping payment data to Epicor Eclipse 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, workflow orchestration, and automated reconciliation features.

Technical FAQs

How do I handle Payeezy API rate limits in my 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 smooth data flow to Epicor Eclipse.
What is the role of event-driven architecture in Payeezy and Epicor Eclipse 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, reduces latency, and optimizes API usage, leading to more responsive and efficient workflows for updating Epicor Eclipse.
Next Steps

See Epicor Eclipse + Payeezy integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Implementation Timeline

Go live with Epicor Eclipse + 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 Eclipse 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 Eclipse + 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 Eclipse + 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 Eclipse + Payeezy integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.