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Unify Epicor Kinetic & Heartland: Real-time ERP, Payments & POS

Automate financial reconciliation, streamline operations, and enhance customer experiences with seamless, intelligent integration.

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The Challenge

The Disconnect Between ERP, Payments & POS: A Costly Reality

Many businesses struggle with operational inefficiencies and financial inaccuracies due to disparate systems. Epicor Kinetic, a powerful ERP, often operates in silos from critical payment processing and POS data managed by Heartland. This creates a host of challenges that impact profitability and customer satisfaction.

  • Manual data entry leads to errors, delays, and increased labor costs.
  • Delayed or inaccurate financial reconciliation for sales and payments.
  • Inconsistent customer data across sales, payment, and accounting systems.
  • Out-of-sync inventory levels between POS and ERP, leading to overselling or stockouts.
  • Complex, time-consuming payroll processing and reconciliation.
  • Lack of real-time visibility into cash flow and sales performance.
  • Security and compliance risks with sensitive payment and employee data.
Integration Diagram
Solution Illustration
The Solution

The Integrated Solution: Epicor Kinetic & Heartland with iPaaS

Our intelligent iPaaS platform provides a secure, scalable, and low-code solution to seamlessly connect Epicor Kinetic with Heartland's payment, POS, and payroll services. By automating data flows, applying intelligent transformations, and leveraging AI for enhanced operations, we transform your business processes.

  • Pre-built connectors for Epicor Kinetic and Heartland.
  • Visual drag-and-drop workflow designer.
  • Real-time event-driven synchronization.
  • Centralized error handling and alerting.
  • Robust data mapping and transformation engine.
Implementation Timeline

Go live with Epicor Kinetic + Heartland 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 Kinetic and Heartland, 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 Kinetic + Heartland deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Pre-built connectors for Epicor Kinetic and Heartland.
  • Visual drag-and-drop workflow designer.
  • Real-time event-driven synchronization.
  • Centralized error handling and alerting.
  • Robust data mapping and transformation engine.
  • PCI DSS compliant data security.
  • AI-powered anomaly detection and mapping suggestions.

Deep Dive: Epicor Kinetic & Heartland Integration Architecture

Our iPaaS platform orchestrates a robust, secure, and scalable integration between Epicor Kinetic and Heartland. This involves establishing secure connections, defining data flows, applying transformations, and ensuring end-to-end data integrity and performance.

Data Flow Steps

**Secure API Connection:** Establish OAuth 2.0 authenticated connections to Epicor Kinetic's REST APIs and Heartland's APIs.

**Event Listener/Polling:** Configure iPaaS to listen for webhooks from Heartland (e.g., new payment, refund) or poll Epicor Kinetic for new/updated records (e.g., new customer, inventory change).

**Data Extraction:** Extract relevant data entities (e.g., Payment Transaction, Customer, Order) from the source system.

**Data Transformation & Mapping:** Map source data fields to target system fields, applying any necessary data cleansing, enrichment, or format conversions using visual transformation tools.

**Business Logic & Validation:** Implement business rules (e.g., tax calculations, inventory allocation logic) and data validation checks to ensure data quality and compliance.

**Data Loading:** Push transformed data to the target system via its respective API endpoints (e.g., create Sales Order in Epicor Kinetic, update Customer in Heartland).

**Error Handling & Monitoring:** Implement robust error handling (retries, dead-letter queues) and real-time monitoring with alerts for any integration failures or anomalies.

Data Touchpoints

Epicor Kinetic: Sales Orders, Customers, Inventory Items, General Ledger, Invoices, Credit Memos, Employees.
Heartland: Payment Transactions (sales, authorizations, captures, refunds), Customers, Orders, Product/SKU, Settlement Batches, Employees, Payroll Records, Terminal/Location, Gift Cards.

"Epicor Kinetic <-> iPaaS <-> Heartland. Data flows bi-directionally for Customer and Product/SKU. Data flows from Heartland to Epicor Kinetic for Payment Transactions, Settlement Batches, and Sales. Data flows from Epicor Kinetic (or HRIS) to Heartland for Employee/Payroll. All flows are orchestrated and monitored by the iPaaS, leveraging AI for optimization and anomaly detection."

Pricing

Simple, transparent pricing for Epicor Kinetic + Heartland.

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 Kinetic

Integrating Epicor Kinetic 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 Entities & Data Mapping: Epicor Kinetic to Heartland

Seamless data flow relies on precise mapping and transformation of core business entities between Epicor Kinetic and Heartland. Our iPaaS provides visual tools and AI assistance to ensure accuracy.

Payment Transaction

Represents a single financial transaction processed through Heartland. Needs to be reflected as a payment or journal entry in Epicor Kinetic.

Epicor Kinetic Fields

Payment (Invoice Payment, Sales Order Payment) Journal Entry (for reconciliation) Invoice/Sales Order ID Customer ID Amount Currency Payment Method (Credit Card, Debit, Gift Card) Transaction Date

Heartland Fields

transactionId amount currency transactionType (sale, auth, capture, refund) status cardType last4 entryMethod timestamp orderId customerId terminalId

Mapping Notes

Heartland's `transactionType` maps to Epicor Kinetic's payment/journal entry types. `orderId` is crucial for linking to Epicor Kinetic Sales Orders. Ensure `amount` and `currency` consistency. `terminalId` can map to Epicor Kinetic's GL segment for location-based reporting.

Next Steps

See Epicor Kinetic + Heartland 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

A customer places an order on your eCommerce site. The iPaaS captures this event, initiates payment via Heartland, updates inventory in Heartland POS and Epicor Kinetic, and creates a corresponding sales order and invoice in Epicor Kinetic. This ensures a fully automated, real-time order-to-cash cycle.

Integration Steps:

  1. 0 eCommerce order placed.
  2. 1 iPaaS triggers Heartland payment authorization via `/v1/payments/transactions`.
  3. 2 Heartland confirms payment.
  4. 3 iPaaS updates `Product/SKU` inventory in Heartland POS via `/v1/pos/inventory`.
  5. 4 iPaaS creates `Sales Order` and updates `Inventory Item` in Epicor Kinetic.
  6. 5 iPaaS creates/updates `Customer` record in both Heartland and Epicor Kinetic.
  7. 6 Order status updated on eCommerce platform.

Business Outcome

Instant order processing, accurate real-time inventory synchronization, faster payment capture, and automated financial record generation, improving customer satisfaction and operational efficiency.

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 the transfer of daily sales, payment transactions, and settlement batches from Heartland to Epicor Kinetic, drastically reducing manual reconciliation time.
Enhanced Data Accuracy
Eliminate manual data entry errors between POS/payments and ERP, ensuring consistent customer, order, and inventory data across all systems.
Optimized Inventory Management
Synchronize inventory levels between Heartland POS and Epicor Kinetic in real-time, preventing overselling and improving stock availability.
Improved Cash Flow Visibility
Gain real-time insights into sales, payments, and refunds, enabling better financial forecasting and cash flow management within Epicor Kinetic.
Reduced Fraud Risk
Leverage AI-augmented fraud detection on Heartland transaction data, flagging anomalies and protecting your business.
Streamlined Payroll Operations
Automate employee data transfer from HRIS (or Epicor Kinetic) to Heartland Payroll, ensuring timely and accurate payroll processing.
✨

Accelerated Financial Close

Up to 80% faster Financial Reconciliation Time

📋 What You Get

Automate the transfer of daily sales, payment transactions, and settlement batches from Heartland to Epicor Kinetic, drastically reducing manual reconciliation time.

💼 Business Impact

This benefit directly contributes to Up to 80% faster improvement in Financial Reconciliation Time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor Kinetic + Heartland 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 Kinetic and Heartland, 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 Kinetic + Heartland 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, or update sales orders from Heartland/eCommerce. Used for posting new orders post-payment.
POST/GET/PUT /api/v1/Customer Create, retrieve, or update customer records. Used for syncing customer data from Heartland or CRM.
GET/PUT /api/v1/Part Retrieve or update product/SKU details, including inventory levels. Used for syncing inventory with Heartland POS.
POST /api/v1/JournalEntry Post financial journal entries, primarily for daily sales reconciliation and settlement batches from Heartland.
POST /api/v1/APInvoice Potentially for integrating vendor payments if Heartland is used for supplier payments (less common for this primary integration).

⚡ Transformation Logic

  • **Field Mapping:** Direct 1:1, 1:Many, Many:1 field mappings.
  • **Data Type Conversion:** String to numeric, date format conversions.
  • **Conditional Logic:** Apply rules based on data values (e.g., if `transactionType` is 'refund', create Credit Memo in Epicor Kinetic).
  • **Value Lookups:** Translate codes (e.g., Heartland `cardType` to Epicor Kinetic `PaymentMethod` enum).
  • **Aggregation/Disaggregation:** Combine multiple transactions into a single `Settlement Batch` for Epicor Kinetic, or break down an Epicor Kinetic Sales Order into Heartland `Order` line items.
  • **Data Enrichment:** Add missing data points (e.g., default GL accounts) if not provided by source.

🛡️ Error Handling

  • Heartland API downtime: iPaaS retries with exponential backoff; if persistent, alerts are triggered, and messages are sent to dead-letter queue.
  • Invalid data from Epicor Kinetic: Data validation rules catch errors; message is quarantined for review, and source system notified.
  • Duplicate `transactionId` during retry: Idempotent API calls prevent duplicate processing; if not supported, iPaaS logic ensures uniqueness.
  • Network latency: iPaaS handles timeouts and implements intelligent retries to prevent data loss.
Pricing

Simple, transparent pricing for Epicor Kinetic + Heartland.

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 Integration FAQs

▸ What kind of systems can Heartland integrate with, specifically Epicor Kinetic?
Heartland can integrate with a wide range of business systems including ERPs like Epicor Kinetic, eCommerce platforms, CRM systems, accounting software, HRIS platforms, and inventory management systems. Our iPaaS facilitates this by leveraging Heartland's robust APIs and webhooks to connect seamlessly with Epicor Kinetic's API capabilities.

Payment Processing FAQs

▸ How does iPaaS improve Epicor Kinetic and Heartland payment processing integration?
iPaaS enhances this integration by providing real-time data synchronization of payment transactions, automated routing of sales and settlement batches to Epicor Kinetic, centralized error handling, and robust data mapping. This ensures secure, compliant, and accurate flow of payment data to your Epicor Kinetic accounting and ERP modules, reducing manual reconciliation and improving financial reporting speed.

Inventory Management FAQs

▸ Can I automate my Heartland POS inventory updates with Epicor Kinetic?
Yes, absolutely. Using an iPaaS, you can create real-time or near real-time automation workflows to synchronize inventory levels between your Heartland POS system and Epicor Kinetic ERP. This prevents overselling, reduces stockouts, and ensures customers always see accurate product availability across all sales channels, with Epicor Kinetic often serving as the master inventory system.

Security & Compliance FAQs

▸ Are Epicor Kinetic and Heartland integrations PCI DSS compliant?
Maintaining PCI DSS compliance is paramount for any system handling payment data. While Heartland itself is compliant, your integration strategy must also adhere to these standards. Our iPaaS solution supports tokenization of card data, secure data encryption (TLS 1.2+), and audited access controls, ensuring end-to-end compliance for all integrated workflows between Epicor Kinetic and Heartland.

iPaaS Capabilities FAQs

▸ How do low-code/no-code tools help with Epicor Kinetic and Heartland integrations?
Low-code/no-code tools empower business users and citizen integrators to build, modify, and manage Epicor Kinetic and Heartland integration workflows visually, without extensive coding. This accelerates development cycles, reduces reliance on IT, and allows business teams to quickly adapt integrations to evolving needs, such as adding new sales channels or payment methods, directly impacting your Epicor Kinetic processes.

Data Consistency FAQs

▸ How can I ensure data consistency between Heartland and my Epicor Kinetic accounting system?
To ensure data consistency, implement an iPaaS with strong data mapping and validation rules. Define a canonical data model for financial transactions, sales, and refunds. Automate reconciliation workflows that cross-reference data points between Heartland's settlement batches and your Epicor Kinetic accounting system, with AI-driven anomaly detection to flag discrepancies immediately.

AI Enhancements FAQs

▸ What is AI-augmented integration for Heartland and Epicor Kinetic?
AI-augmented integration involves embedding artificial intelligence capabilities into your iPaaS workflows connecting Epicor Kinetic and Heartland. This includes AI for automated transaction validation, anomaly detection for potential fraud in Heartland data, intelligent data mapping suggestions between systems, and autonomous handling of common exceptions, significantly reducing manual oversight and improving data quality flowing into Epicor Kinetic.

Payroll Integration FAQs

▸ Can I integrate Heartland Payroll with Epicor Kinetic's HR or financial modules?
Yes, our iPaaS can facilitate this. New employee data from an HRIS (or Epicor Kinetic's HR module if utilized) can be automatically pushed to Heartland Payroll, ensuring timely setup for payroll processing and benefits enrollment. Post-payroll, summary data can also be fed back into Epicor Kinetic's General Ledger for accurate financial reporting and cost center allocation.
Next Steps

See Epicor Kinetic + Heartland 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 Kinetic + Heartland 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 Kinetic and Heartland, 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 Kinetic + Heartland 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 Kinetic + Heartland.

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 Kinetic + Heartland 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