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Unlock Seamless Financial Operations: Epicor Eclipse & PayTrace Integration

Automate payments, accelerate reconciliation, and enhance compliance with real-time data flow between your ERP and payment gateway.

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The Challenge

The Disconnect: Manual Payment Processes vs. Your Epicor Eclipse ERP

Without a robust integration, managing payments processed through PayTrace and reconciling them within Epicor Eclipse becomes a significant operational burden. This disconnect leads to inefficiencies, errors, and compliance risks that hinder financial agility.

  • Manual data entry of PayTrace transactions into Epicor Eclipse.
  • Delayed or inaccurate financial reconciliation and reporting.
  • Increased risk of human error in payment posting and AR management.
  • Complex and time-consuming chargeback dispute processes.
  • Challenges in maintaining PCI DSS compliance when handling sensitive payment data.
  • Lack of real-time visibility into cash flow and payment statuses.
  • Inefficient handling of refunds, voids, and recurring billing cycles.
Integration Diagram
Solution Illustration
The Solution

The Integrated Solution: Epicor Eclipse + PayTrace via iPaaS

Our powerful iPaaS solution bridges the gap between Epicor Eclipse and PayTrace, creating an intelligent, automated, and secure payment processing and financial reconciliation hub. We enable real-time, bi-directional data flow, ensuring your ERP is always up-to-date with your payment activities.

  • Automated Payment Posting to Epicor Eclipse GL/AR.
  • Real-time Sync of Customer Profiles and Tokenized Payment Methods.
  • Streamlined Reconciliation of PayTrace Settlement Batches.
  • Automated Refund and Chargeback Management.
  • Support for Recurring Billing and Subscription Payments.
Implementation Timeline

Go live with Epicor Eclipse + 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 Eclipse 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 Eclipse + 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

  • Automated Payment Posting to Epicor Eclipse GL/AR.
  • Real-time Sync of Customer Profiles and Tokenized Payment Methods.
  • Streamlined Reconciliation of PayTrace Settlement Batches.
  • Automated Refund and Chargeback Management.
  • Support for Recurring Billing and Subscription Payments.
  • AI-Enhanced Fraud Detection and Anomaly Alerting.

Epicor Eclipse & PayTrace: Technical Integration Details

Our iPaaS provides a robust, secure, and scalable framework for integrating Epicor Eclipse with PayTrace. This involves harmonizing data entities, orchestrating complex workflows, and ensuring real-time data consistency across your financial landscape.

Data Flow Steps

**Secure Connectivity:** Establish authenticated API connections to PayTrace and Epicor Eclipse (e.g., RESTful APIs for newer Eclipse versions, or database connectors for older versions).

**Event Listener Configuration:** Set up webhooks in PayTrace to push real-time transaction and event notifications (e.g., successful payment, refund, chargeback) to the iPaaS.

**Data Ingestion & Transformation:** The iPaaS ingests data from PayTrace, applies necessary transformations and validations to align with Epicor Eclipse's schema.

**Workflow Orchestration:** Design multi-step workflows to process payments, update customer profiles, reconcile invoices, and post to the General Ledger in Epicor Eclipse.

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

**Deployment & Governance:** Deploy integration flows across development, QA, and production environments with version control and comprehensive logging.

Data Touchpoints

**PayTrace:** Transaction, Customer Profile, Payment Method (Tokenized), Order / Invoice, Refund, Settlement Batch, Chargeback.
**Epicor Eclipse:** Sales Order, Customer Master, Accounts Receivable, General Ledger, Invoice, Credit Memo, Bank Reconciliation.

"PayTrace (Payment Events/API) <-> iPaaS (Connectors, Transformation, Orchestration) <-> Epicor Eclipse (API/Database)"

Pricing

Simple, transparent pricing for Epicor Eclipse + 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 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 Mappings: Epicor Eclipse to PayTrace

Understanding how key entities map between Epicor Eclipse and PayTrace is crucial for accurate data synchronization and financial integrity. Our iPaaS provides visual tools and AI assistance for precise, field-level mapping.

Transaction

A single payment event (sale, authorization, refund) in PayTrace, requiring accurate posting to Epicor Eclipse's financial modules.

Epicor Eclipse Fields

{ "field": "GL Account", "type": "String", "notes": "Mapped based on transaction type, item sold, or payment method." } { "field": "AR Account", "type": "String", "notes": "For customer-specific payments." } { "field": "Bank Account", "type": "String", "notes": "For settlement reconciliation." } { "field": "Journal Entry", "type": "Object", "notes": "Debit/Credit entries for payment, fees, refunds." } { "field": "Invoice Number", "type": "String", "notes": "Links payment to a specific AR invoice." } { "field": "Customer ID", "type": "String", "notes": "Links payment to customer master." }

PayTrace Fields

{ "field": "transactionId", "type": "String", "notes": "Unique identifier." } { "field": "amount", "type": "Decimal", "notes": "Total amount of transaction." } { "field": "currency", "type": "String" } { "field": "status", "type": "String", "notes": "Approved, Declined, Refunded, Voided." } { "field": "paymentMethodType", "type": "String" } { "field": "customerId", "type": "String", "notes": "PayTrace's internal customer ID." } { "field": "orderId", "type": "String", "notes": "Often matches Epicor Eclipse Sales Order/Invoice ID." } { "field": "timestamp", "type": "DateTime" } { "field": "processorResponseCode", "type": "String" }

Mapping Notes

Transaction ID from PayTrace is often stored in Epicor Eclipse as a reference on the payment or invoice. 'Amount' maps directly. 'Status' determines subsequent actions (posting, error handling). 'Order ID' is critical for invoice matching. AI can suggest GL account mappings based on transaction categories.

Next Steps

See Epicor Eclipse + 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 (e.g., Shopify), the payment is processed securely via PayTrace. Upon successful payment, the order details, payment status, and customer information are automatically synchronized with Epicor Eclipse for fulfillment and accounting.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Payment processed by PayTrace, returning transaction ID and status.
  3. 2 iPaaS captures PayTrace payment event via webhook.
  4. 3 iPaaS creates or updates Sales Order in Epicor Eclipse, linking payment details.
  5. 4 Customer profile and tokenized payment method updated/created in Epicor Eclipse, referencing PayTrace.

Business Outcome

Real-time order and payment visibility, accelerated order fulfillment, accurate inventory management, reduced manual data entry.

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 payment posting and reconciliation, drastically cutting down the time spent on manual tasks and enabling faster financial reporting.
Enhanced Data Accuracy
Eliminate manual data entry errors between PayTrace and Epicor Eclipse, ensuring consistent and reliable financial records.
Improved Cash Flow
Real-time payment processing and reconciliation lead to quicker cash application and better visibility into your company's liquidity.
Reduced PCI DSS Scope
Leverage PayTrace's tokenization to keep sensitive cardholder data out of your Epicor Eclipse environment, simplifying compliance efforts.
Proactive Fraud Prevention
Integrate AI-powered fraud detection with PayTrace transactions, providing real-time alerts and preventing costly chargebacks.
Operational Efficiency Gains
Free up your finance and operations teams from repetitive tasks, allowing them to focus on strategic initiatives and analysis.
✨

Accelerated Financial Close

30-50% Reduction in Financial Close Time

📋 What You Get

Automate payment posting and reconciliation, drastically cutting down the time spent on manual tasks and enabling faster financial reporting.

💼 Business Impact

This benefit directly contributes to 30-50% improvement in Reduction in Financial Close Time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor Eclipse + 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 Eclipse 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 Eclipse + 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 Epicor Eclipse REST/SOAP APIs Accessing Sales Orders, Invoices, Customer Master, GL, AR. Specific endpoints vary by Eclipse version and module. Example: `/api/v1/customers`, `/api/v1/invoices`.
SQL Queries/Stored Procedures Epicor Eclipse Database Direct database interaction for older versions or complex data manipulation via iPaaS database connectors.

⚡ Transformation Logic

  • **Status Mapping:** PayTrace `status` ('Approved', 'Declined', 'Refunded') mapped to Epicor Eclipse `Payment Status` ('Paid', 'Failed', 'Credited').
  • **Amount Conversion:** Ensure currency consistency and decimal precision between systems.
  • **Reference ID Matching:** Map PayTrace `orderId` or `invoiceId` to Epicor Eclipse `Sales Order ID` or `Invoice ID` for reconciliation.
  • **GL Account Determination:** Dynamically assign Epicor Eclipse `GL Account` based on transaction type, payment method, or product category.
  • **Address Standardization:** Cleanse and standardize billing/shipping addresses for consistency in Epicor Eclipse Customer Master.

🛡️ Error Handling

  • **Payment Decline:** PayTrace declines a transaction. iPaaS updates Epicor Eclipse order/invoice status to 'Payment Failed' and triggers customer notification.
  • **Invoice ID Mismatch:** PayTrace transaction `orderId` does not match an open Epicor Eclipse invoice. iPaaS flags the transaction for manual reconciliation.
  • **Epicor Eclipse API Error:** Epicor Eclipse API returns an error during a customer update. iPaaS retries, then logs to dead-letter queue and alerts admin.
  • **Duplicate Transaction:** A payment is accidentally processed twice in PayTrace. iPaaS detects potential duplicate via transaction ID and prevents re-posting to Epicor Eclipse AR.
Pricing

Simple, transparent pricing for Epicor Eclipse + 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 Eclipse important?
PayTrace is a secure payment gateway and merchant services provider. Integrating it with Epicor Eclipse ERP is crucial because it automates the entire payment lifecycle – from processing transactions to posting them in your General Ledger and reconciling with Accounts Receivable. This eliminates manual data entry, reduces errors, accelerates cash flow, and ensures real-time financial accuracy within Epicor Eclipse.

Technology FAQs

▸ How does an iPaaS enhance Epicor Eclipse and PayTrace integrations?
An iPaaS (Integration Platform as a Service) provides a centralized hub to connect PayTrace with Epicor Eclipse. It offers pre-built connectors, visual mapping tools, and orchestration capabilities to build robust, scalable, and secure integrations without extensive custom coding. This enables real-time data flow, event-driven automation (via webhooks), AI-assisted mapping, and simplified management of complex financial workflows, specifically tailored for Epicor Eclipse's structure.

Security & Compliance FAQs

▸ Is Epicor Eclipse PayTrace integration PCI DSS compliant?
Yes, PayTrace itself is PCI DSS compliant. For integrations, it's critical to leverage PayTrace's tokenization services. By only storing secure tokens for payment methods in your Epicor Eclipse system (instead of raw card data), your integration significantly reduces its PCI compliance scope, making it easier to maintain security and meet regulatory requirements.

Data Flow FAQs

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

AI FAQs

▸ How does AI augment PayTrace integrations with Epicor Eclipse?
AI significantly enhances this integration by providing capabilities like predictive fraud detection, intelligent anomaly detection in transaction data, automated reconciliation discrepancy flagging, and smart routing of payment exceptions. It also assists with auto-mapping fields between PayTrace and Epicor Eclipse schemas, leading to reduced financial risk, higher data quality, and more efficient operational insights.

Use Cases FAQs

▸ Can I automate recurring billing and subscriptions with this integration?
Absolutely. By integrating PayTrace with your subscription management platform (or a custom module in Epicor Eclipse) 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 transactions correctly posted to Epicor Eclipse.

Implementation FAQs

▸ What is the typical implementation timeline for Epicor Eclipse PayTrace integration?
With a modern low-code/no-code iPaaS, the initial setup and deployment for core workflows can often be achieved in a matter of weeks, rather than months. The exact timeline depends on the complexity of your specific business rules, the number of workflows, and the version of Epicor Eclipse being integrated.

Error Handling FAQs

▸ How do you handle errors and ensure data integrity between the systems?
Our iPaaS incorporates robust error handling strategies including comprehensive logging of all API interactions, intelligent retry mechanisms with exponential backoff for transient errors, automated alerts for critical failures, and the use of dead-letter queues for messages that cannot be processed. Data validation rules are applied at every step to ensure integrity before updates to Epicor Eclipse.
Next Steps

See Epicor Eclipse + 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 Eclipse + 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 Eclipse 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 Eclipse + 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 Eclipse + 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 Eclipse + 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