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Unlock Financial Automation: Epicor Eclipse & PayPal Integration

Connect Epicor Eclipse ERP with PayPal to automate order-to-cash, streamline reconciliation, and drive real-time financial accuracy with an intelligent iPaaS.

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The Challenge

The Manual Maze: Why Disconnected Payments Drain Your Resources

Businesses relying on Epicor Eclipse for their core ERP and accounting often face significant operational hurdles when managing PayPal transactions manually. The disconnect leads to a labyrinth of manual data entry, delayed reconciliation, and missed opportunities for real-time insights.

  • **Manual Data Entry:** Transcribing PayPal transaction details into Epicor Eclipse for orders, invoices, and GL entries is time-consuming and prone to errors.
  • **Delayed Financial Reconciliation:** Matching PayPal settlement reports with Epicor Eclipse's ledger is a complex, often weekly or monthly task, slowing down month-end close.
  • **Inefficient Refund Processing:** Manual handling of refunds initiated in Epicor Eclipse and processed in PayPal leads to delays, customer frustration, and potential discrepancies.
  • **Lack of Real-time Visibility:** Without instant synchronization, inventory, sales orders, and cash flow data in Epicor Eclipse are not always up-to-date with actual PayPal payment events.
  • **Fraud & Dispute Management:** Identifying fraudulent PayPal transactions or managing chargebacks without automated alerts and data linkage can be reactive and costly.
  • **Multi-Currency Complexity:** Reconciling multi-currency PayPal transactions, including FX rates and fees, manually is a significant accounting challenge.
Integration Diagram
Solution Illustration
The Solution

Automate Your Financial Core: Epicor Eclipse & PayPal with iPaaS

Our intelligent iPaaS provides a powerful, low-code solution to seamlessly connect Epicor Eclipse with PayPal, transforming your financial operations from manual to automated. By orchestrating real-time data flows, we ensure every PayPal transaction, refund, and payout is accurately reflected and processed within your Epicor Eclipse ERP.

  • Real-time PayPal transaction synchronization with Epicor Eclipse
  • Automated order-to-cash workflows for PayPal payments
  • Streamlined refund and credit memo processing
  • Efficient multi-currency reconciliation with FX rate application
  • Mass payout automation for vendors and freelancers
Implementation Timeline

Go live with Epicor Eclipse + PayPal 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 PayPal, 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 + PayPal 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 PayPal transaction synchronization with Epicor Eclipse
  • Automated order-to-cash workflows for PayPal payments
  • Streamlined refund and credit memo processing
  • Efficient multi-currency reconciliation with FX rate application
  • Mass payout automation for vendors and freelancers
  • AI-enhanced fraud detection and alerting
  • Comprehensive dashboards for monitoring and governance

Technical Integration: Connecting Epicor Eclipse & PayPal

Our integration leverages a robust, event-driven architecture to ensure seamless, real-time data flow between Epicor Eclipse and PayPal. We prioritize secure API communication, efficient data mapping, and comprehensive error handling.

Data Flow Steps

**Authentication & Connection:** Establish secure OAuth 2.0 connections to PayPal using Client ID/Secret and API keys for Epicor Eclipse (assuming standard REST/SOAP APIs).

**Webhook Listener Setup:** Configure PayPal webhooks to push real-time events (e.g., payment completed, refund issued) to a dedicated iPaaS endpoint.

**Data Ingestion:** iPaaS receives PayPal webhook events or pulls data via scheduled API calls (for settlement reports, disputes).

**Transformation & Mapping:** Raw PayPal data (`PayPal Transaction`, `Order`, `Refund`) is transformed and mapped to Epicor Eclipse's data structures (Sales Order, Invoice, Credit Memo, Customer, GL entries). AI assists in suggesting optimal mappings.

**Business Logic Application:** Conditional logic, calculations (e.g., multi-currency conversion), and custom rules are applied within the iPaaS.

**Data Delivery:** Transformed data is pushed to Epicor Eclipse via its APIs (e.g., creating Sales Orders, posting GL entries, updating Customer Master).

**Error Handling & Monitoring:** Robust mechanisms for logging, alerting, and retrying failed transactions, ensuring data integrity across both systems.

**Reconciliation:** Automated processes to match PayPal data with Epicor Eclipse records, flagging discrepancies.

Data Touchpoints

PayPal Transaction (Payment, Authorization, Capture, Refund)
Order (PayPal Checkout)
Refund (PayPal)
Payer / Customer (PayPal)
Billing Agreement / Subscription (PayPal)
Payout Item (PayPal)
Webhook Event (PayPal)
Dispute (PayPal)
Settlement Report (PayPal)
Invoice (internal reference from eCommerce/Epicor)
Epicor Eclipse Sales Order
Epicor Eclipse Customer Master
Epicor Eclipse Invoice
Epicor Eclipse Credit Memo
Epicor Eclipse General Ledger Entry
Epicor Eclipse Vendor Payment

"PayPal (Webhooks/APIs) <-> iPaaS (Connectors, Transformation, Logic, Monitoring) <-> Epicor Eclipse (APIs for Sales Orders, Invoices, Customers, GL, etc.)"

Pricing

Simple, transparent pricing for Epicor Eclipse + PayPal.

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

Core Entities & Field-Level Mapping: Epicor Eclipse & PayPal

A successful integration hinges on precise mapping of key entities and their fields between PayPal's transactional data and Epicor Eclipse's structured ERP records. Our iPaaS provides a visual canvas and AI assistance to streamline this complex process.

PayPal Transaction

Represents a single financial event (payment, authorization, refund). Core for financial reconciliation.

Epicor Eclipse Fields

{ "field": "Sales Order ID", "type": "string", "notes": "Mapped from `invoice_id` or `purchase_units[].reference_id`" } { "field": "Invoice Number", "type": "string", "notes": "Generated in Epicor Eclipse, linked to transaction" } { "field": "Payment Amount", "type": "decimal", "notes": "Maps from `amount.value`" } { "field": "Currency Code", "type": "string", "notes": "Maps from `amount.currency_code`" } { "field": "Transaction Date", "type": "datetime", "notes": "Maps from `create_time`" } { "field": "Payment Status", "type": "string", "notes": "Maps from `status` (e.g., COMPLETED, PENDING)" } { "field": "PayPal Transaction ID", "type": "string", "notes": "Maps from `id`, stored as external reference" } { "field": "Payer Email", "type": "string", "notes": "Maps from `payer.email_address`" } { "field": "GL Account (Revenue)", "type": "string", "notes": "Configurable based on product/service" } { "field": "GL Account (Fees)", "type": "string", "notes": "For PayPal transaction fees" }

PayPal Fields

{ "field": "id", "type": "string", "notes": "Unique PayPal transaction ID" } { "field": "status", "type": "string", "notes": "COMPLETED, PENDING, REFUNDED, etc." } { "field": "amount.value", "type": "decimal", "notes": "Payment amount" } { "field": "amount.currency_code", "type": "string", "notes": "Currency of the transaction" } { "field": "payer.email_address", "type": "string", "notes": "Customer's PayPal email" } { "field": "create_time", "type": "datetime", "notes": "Timestamp of transaction creation" } { "field": "update_time", "type": "datetime", "notes": "Timestamp of last update" } { "field": "invoice_id", "type": "string", "notes": "Optional: Internal invoice ID passed during checkout" } { "field": "purchase_units[].reference_id", "type": "string", "notes": "Optional: Order ID from originating system" }

Mapping Notes

Crucial for linking payments to orders and ledger entries. `invoice_id` or `reference_id` from PayPal is vital for tracing back to Epicor Eclipse Sales Orders. Multi-currency handling requires FX rate application during transformation.

Next Steps

See Epicor Eclipse + PayPal 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 (PayPal Paid)

Automate the entire lifecycle of an eCommerce order paid via PayPal, from payment capture to sales order creation, inventory update, and invoice generation in Epicor Eclipse.

Integration Steps:

  1. 0 Customer checks out on eCommerce platform, paying with PayPal.
  2. 1 PayPal's `PAYMENT.CAPTURE.COMPLETED` webhook event is received by the iPaaS.
  3. 2 iPaaS extracts `PayPal Transaction` and `Order (PayPal Checkout)` details, including `invoice_id` (if passed) and `payer` information.
  4. 3 iPaaS creates a new Sales Order in Epicor Eclipse, populating line items, shipping details, and linking the PayPal `transaction_id`.
  5. 4 Inventory levels are automatically adjusted in Epicor Eclipse.
  6. 5 An Invoice is generated in Epicor Eclipse, matched to the Sales Order and PayPal payment.
  7. 6 Fulfillment process is initiated in Epicor Eclipse, and the customer receives an order confirmation.

Business Outcome

Real-time order processing, accurate inventory management, instant revenue recognition, and a streamlined customer experience. Eliminates manual data entry and reduces order fulfillment delays.

Frequency

Real-time (Event-driven)

Business Value

Key Integration Benefits

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

Automated Order-to-Cash
Instantly create sales orders, update inventory, and generate invoices in Epicor Eclipse upon successful PayPal payments, eliminating manual data entry.
Real-time Financial Reconciliation
Automatically match PayPal transactions and settlement reports to Epicor Eclipse's General Ledger, ensuring accurate, up-to-date financial records.
Enhanced Fraud & Dispute Management
Leverage AI-enhanced fraud detection and receive real-time alerts for PayPal disputes, enabling proactive response and reducing financial risk.
Streamlined Refund & Payouts
Automate the processing of customer refunds and mass vendor payouts directly from Epicor Eclipse, improving efficiency and vendor/customer satisfaction.
Improved Cash Flow Visibility
Gain real-time insights into incoming payments and outgoing disbursements, enabling more accurate cash flow forecasting and management within Epicor Eclipse.
Reduced Operational Costs
Minimize manual labor, reduce errors, and free up your finance team to focus on strategic initiatives rather than repetitive data entry.
Scalable Payment Infrastructure
Future-proof your payment operations with a scalable iPaaS that can handle increasing transaction volumes and adapt to evolving business needs.
✨

Automated Order-to-Cash

80% Reduction in manual order processing time

📋 What You Get

Instantly create sales orders, update inventory, and generate invoices in Epicor Eclipse upon successful PayPal payments, eliminating manual data entry.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in manual order processing time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor Eclipse + PayPal 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 PayPal, 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 + PayPal 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/salesorders Create, retrieve, and update sales orders in Epicor Eclipse. Essential for eCommerce order-to-cash workflows.
POST, GET /api/v1/invoices Create and retrieve invoices. Used to generate invoices linked to PayPal payments.
POST, GET, PUT /api/v1/customers Create, retrieve, and update customer master data. Synchronizes payer information from PayPal.
POST /api/v1/creditmemos Create credit memos for refunds. Triggered by PayPal refund completion.
POST /api/v1/glentries Post general ledger entries. Used for financial reconciliation of PayPal transactions, fees, and multi-currency adjustments.
POST /api/v1/vendorpayments Record vendor payments. Used for mass payout automation.

⚡ Transformation Logic

  • **Currency Conversion:** Automatically convert PayPal transaction amounts to Epicor Eclipse's base currency using real-time or stored exchange rates for multi-currency transactions.
  • **Status Mapping:** Map PayPal's `status` values (e.g., 'COMPLETED', 'PENDING', 'REFUNDED') to corresponding Epicor Eclipse payment or order statuses.
  • **ID Harmonization:** Map PayPal `id`, `invoice_id`, or `reference_id` to Epicor Eclipse `Sales Order Number`, `Invoice Number`, or custom fields for traceability.
  • **Line Item Expansion:** Parse `purchase_units[].items` from PayPal orders to create detailed line items in Epicor Eclipse Sales Orders, including product codes, quantities, and prices.
  • **Fee Allocation:** Isolate PayPal transaction fees from gross amounts and post them to a dedicated 'PayPal Fees' GL account in Epicor Eclipse.
  • **Address Standardization:** Normalize PayPal shipping and billing addresses to match Epicor Eclipse's address format requirements.

🛡️ Error Handling

  • PayPal API rate limit exceeded: iPaaS queues requests and retries with backoff.
  • Epicor Eclipse API temporarily unavailable: iPaaS retries requests until successful or moves to dead-letter queue.
  • Invalid data format from PayPal: iPaaS logs error, alerts, and quarantines message for manual correction.
  • Missing required field in Epicor Eclipse for Sales Order: iPaaS flags, alerts, and provides context for correction.
  • Duplicate PayPal transaction received: Idempotency keys prevent duplicate processing.
  • Currency conversion service unavailable: iPaaS uses fallback rates or flags for manual intervention.
Pricing

Simple, transparent pricing for Epicor Eclipse + PayPal.

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.

Integration Challenges FAQs

▸ What are the common challenges when integrating PayPal with Epicor Eclipse?
Common challenges include reconciling PayPal's transaction-level data with Epicor Eclipse's ledger structure, managing multi-currency transactions and associated FX rates, handling refunds and chargebacks consistently, and ensuring real-time data flow for order and payment status updates without manual intervention. Our iPaaS directly addresses these by providing robust mapping, transformation, and event-driven capabilities.

iPaaS Benefits FAQs

▸ How does an iPaaS improve PayPal integration compared to custom code for Epicor Eclipse?
iPaaS provides pre-built connectors for both Epicor Eclipse and PayPal, a low-code/no-code visual designer, robust error handling, comprehensive monitoring, and scalable infrastructure. This significantly reduces development time, simplifies maintenance, ensures data consistency, and allows business users to participate in workflow design, unlike brittle, expensive custom code.

Workflows FAQs

▸ Can I automate refund processing for PayPal transactions in Epicor Eclipse?
Absolutely. Our iPaaS can orchestrate a workflow where a refund request initiated in your Epicor Eclipse ERP or CRM triggers a call to the PayPal API to process the refund. Following PayPal's confirmation (via webhook), automated updates are made to your Epicor Eclipse's general ledger, and a credit memo is created, ensuring full financial traceability.

Technical FAQs

▸ What is the role of webhooks in PayPal integrations with Epicor Eclipse?
PayPal webhooks provide real-time, event-driven notifications for critical events like 'payment completed' or 'refund issued'. They are crucial for building responsive integrations that react instantly to changes, eliminating the need for constant polling of the PayPal API and significantly reducing API overhead for Epicor Eclipse updates.

AI Benefits FAQs

▸ How can AI enhance my PayPal automation workflows with Epicor Eclipse?
AI can augment PayPal workflows by providing intelligent fraud detection for transactions, automating the classification and routing of payment disputes, suggesting optimal data mappings between PayPal and Epicor Eclipse, and even predicting payment trends. This reduces manual effort, improves data quality, and offers predictive insights for your Epicor Eclipse financial planning.

Security FAQs

▸ What security considerations are paramount for Epicor Eclipse and PayPal integrations?
Key security considerations include protecting API credentials (Client ID/Secret) for both systems, validating PayPal webhook signatures to prevent forgery, adhering to PCI DSS if applicable, ensuring data privacy compliance (GDPR, CCPA), and implementing robust OAuth 2.0 authentication with proper scope management. Our iPaaS incorporates these best practices.

Performance FAQs

▸ How do I handle PayPal API rate limits effectively when integrating with Epicor Eclipse?
Our iPaaS manages rate limits by implementing queuing mechanisms for requests, batching operations where possible (e.g., payouts), using asynchronous processing for non-critical tasks, and monitoring API usage. This prevents service interruptions and ensures continuous data flow to Epicor Eclipse.

Data Synchronization FAQs

▸ What kind of data can I synchronize between PayPal and my Epicor Eclipse Customer Master?
You can synchronize customer contact details (email, name, address, phone), payment history, total spend, last payment date, refund history, and even subscription statuses. This enriches customer profiles in Epicor Eclipse, enabling personalized marketing and improved customer service directly from your ERP.
Next Steps

See Epicor Eclipse + PayPal 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 Eclipse + PayPal 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 PayPal, 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 + PayPal 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 + PayPal.

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 + PayPal 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