Integration Hero
Connect™

Elevate Your Financial Operations: Epicor Kinetic & Payeezy Integration

Automate payments, streamline reconciliation, and secure transactions with a powerful, real-time ERP-to-Payment Gateway connection.

Get Pricing

See how it works
The Challenge

The Pitfalls of Disconnected Payment Processing and ERP

Without a seamless integration, managing payments with Epicor Kinetic and Payeezy can lead to significant operational inefficiencies, financial inaccuracies, and security vulnerabilities.

  • Manual data entry of payment transactions into Epicor Kinetic, leading to human errors and delays.
  • Time-consuming and complex daily reconciliation of Payeezy settlements with Epicor's General Ledger.
  • Lack of real-time visibility into payment statuses, impacting order fulfillment and cash flow forecasting.
  • Increased risk of fraud and chargebacks due to delayed detection and manual processing.
  • Higher PCI DSS compliance burden when handling sensitive payment data outside of tokenized environments.
  • Inefficient refund and chargeback management processes, affecting customer satisfaction and financial health.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Epicor Kinetic & Payeezy with a Modern iPaaS

Our integration solution bridges the gap between Epicor Kinetic and Payeezy, leveraging a powerful Integration Platform as a Service (iPaaS) to automate, secure, and optimize your entire payment workflow. Experience real-time data synchronization, intelligent automation, and unparalleled financial visibility.

  • Real-time Payment Transaction Synchronization
  • Automated Financial Reconciliation
  • Secure Payment Tokenization
  • Event-Driven Refund & Chargeback Processing
  • AI-Enhanced Fraud Detection
Implementation Timeline

Go live with Epicor Kinetic + 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 Kinetic 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 Kinetic + 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

  • Real-time Payment Transaction Synchronization
  • Automated Financial Reconciliation
  • Secure Payment Tokenization
  • Event-Driven Refund & Chargeback Processing
  • AI-Enhanced Fraud Detection
  • Subscription Billing Automation
  • Comprehensive Error Handling & Monitoring

Technical Integration: Connecting Epicor Kinetic and Payeezy via iPaaS

Our integration solution orchestrates a seamless, secure, and scalable data flow between Epicor Kinetic and Payeezy, leveraging a modern iPaaS for robust connectivity, intelligent transformation, and comprehensive error handling. We prioritize an API-first, event-driven architecture.

Data Flow Steps

**System Connection:** Establish secure API connections for both Epicor Kinetic (REST APIs) and Payeezy (OAuth 2.0, API keys) within the iPaaS using pre-built connectors.

**Event Listener Configuration:** Configure iPaaS to listen for Payeezy webhooks (e.g., `transaction.succeeded`, `refund.succeeded`, `chargeback.received`) for real-time updates.

**Workflow Design (Low-Code):** Visually design integration flows using the iPaaS canvas, defining triggers, data transformations, conditional logic, and target actions in Epicor Kinetic.

**Data Mapping & Transformation:** Map Payeezy entities (e.g., Payment Transaction, Refund) to corresponding Epicor Kinetic entities (e.g., Cash Receipt, Credit Memo, Sales Order) with AI-assisted mapping.

**Error Handling & Retry Logic:** Implement robust error handling with automated retries (exponential backoff) for transient issues and dead-letter queues for persistent failures.

**Testing & Deployment:** Test workflows in a sandbox environment, validate data integrity, and deploy to production through a managed CI/CD pipeline.

Data Touchpoints

[source, Payeezy],[target, Epicor Kinetic],[entity, Payment Transaction],[purpose, Authorization, Capture, Sale, Refund]
[source, Epicor Kinetic],[target, Payeezy],[entity, Refund],[purpose, Initiate Refund]
[source, Payeezy],[target, Epicor Kinetic],[entity, Settlement Batch],[purpose, Daily Reconciliation]
[source, Epicor Kinetic],[target, Payeezy],[entity, Order/Customer],[purpose, Context for Payment]
[source, Payeezy],[target, iPaaS (AI)],[entity, Payment Transaction],[purpose, Fraud Detection]

"Epicor Kinetic <--- (Sales Order, Customer, Invoice, Credit Memo) ---> iPaaS <--- (Payment Transaction, Refund, Settlement, Webhooks) ---> Payeezy"

Pricing

Simple, transparent pricing for Epicor Kinetic + 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 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 Data Entities & Intelligent Mapping

The integration focuses on synchronizing critical financial and customer data entities between Epicor Kinetic and Payeezy. Our iPaaS provides intelligent, visual mapping tools to ensure accurate and consistent data flow.

Payment Transaction

Represents a single financial interaction with Payeezy (authorization, capture, sale, refund, void). In Epicor Kinetic, this maps to Cash Receipts, AR Invoices, or GL entries.

Epicor Kinetic Fields

{ "field": "Customer.CustNum", "type": "string", "description": "Epicor Customer ID" } { "field": "OrderHed.OrderNum", "type": "int", "description": "Sales Order Number" } { "field": "CashDtl.TranAmt", "type": "decimal", "description": "Transaction Amount" } { "field": "CashDtl.TranDate", "type": "date", "description": "Transaction Date" } { "field": "CashDtl.Reference", "type": "string", "description": "Payeezy Transaction ID" } { "field": "GLJrnDtl.JournalCode", "type": "string", "description": "GL Journal Code" } { "field": "GLJrnDtl.Account", "type": "string", "description": "GL Account for Cash/AR" } { "field": "InvoiceNum", "type": "string", "description": "Associated Invoice Number" }

Payeezy Fields

{ "field": "transactionId", "type": "string", "description": "Unique Payeezy Transaction ID" } { "field": "amount", "type": "decimal", "description": "Transaction Amount" } { "field": "currency", "type": "string", "description": "Currency Code" } { "field": "transactionType", "type": "string", "description": "Type: Sale, Auth, Capture, Refund" } { "field": "transactionStatus", "type": "string", "description": "Status: Approved, Declined, Settled" } { "field": "orderId", "type": "string", "description": "Merchant's Order ID" } { "field": "paymentMethodType", "type": "string", "description": "Card, ACH, etc." } { "field": "timestamp", "type": "datetime", "description": "Transaction Timestamp" }

Mapping Notes

Payeezy's `transactionId` is crucial for linking back to Epicor Kinetic Cash Receipts/GL entries. `orderId` often maps to Epicor's `OrderNum` or `InvoiceNum`. Transaction `amount` and `currency` must align.

Next Steps

See Epicor Kinetic + Payeezy 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

Automate the entire lifecycle from a customer placing an order on an eCommerce platform to the final payment capture via Payeezy and order fulfillment initiation in Epicor Kinetic, ensuring real-time data flow and financial accuracy.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 iPaaS creates Sales Order in Epicor Kinetic, linking to customer.
  3. 2 Payment authorization/capture initiated in Payeezy via iPaaS.
  4. 3 Payeezy confirms payment, sends webhook to iPaaS.
  5. 4 iPaaS updates Epicor Kinetic Sales Order status, creates Cash Receipt and posts to GL.
  6. 5 Order fulfillment begins in Epicor Kinetic.

Business Outcome

Accelerated order fulfillment, real-time revenue recognition, reduced manual data entry, improved customer experience.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Cash Flow & Financial Close
Automate cash receipt posting and settlement reconciliation, drastically reducing days sales outstanding (DSO) and speeding up your monthly financial close process.
Reduced Manual Errors & Rework
Eliminate manual data entry between Payeezy and Epicor Kinetic, significantly reducing human errors in financial records, reconciliation, and reporting.
Enhanced Security & PCI Compliance
Leverage Payeezy's tokenization and secure protocols, minimizing your PCI DSS scope and protecting sensitive customer payment data.
Real-time Financial Visibility
Gain instant insights into payment statuses, cash positions, and customer payment history directly within Epicor Kinetic, enabling better decision-making.
Proactive Fraud & Chargeback Management
Implement AI-enhanced fraud detection and automated chargeback workflows to protect revenue and reduce financial losses.
Optimized Operational Efficiency
Free up your finance and operations teams from repetitive tasks, allowing them to focus on strategic initiatives and value-added activities.
Scalability for Growth
The iPaaS architecture supports growing transaction volumes and evolving business needs, ensuring your payment infrastructure scales with your business.
✨

Accelerated Cash Flow & Financial Close

30% Reduction in DSO

📋 What You Get

Automate cash receipt posting and settlement reconciliation, drastically reducing days sales outstanding (DSO) and speeding up your monthly financial close process.

💼 Business Impact

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

Implementation Timeline

Go live with Epicor Kinetic + 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 Kinetic 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 Kinetic + 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
GET, POST, PATCH /api/v1/odata/Customer Manage customer records, retrieve details, or update information related to payments.
GET, POST, PATCH /api/v1/odata/SalesOrder Create new sales orders, update order statuses, or retrieve order details for payment processing.
GET, POST, PATCH /api/v1/odata/PaymentEntry Create payment entries, apply payments to invoices, and update payment statuses.
POST /api/v1/odata/GLJournalEntry Post general ledger entries for financial reconciliation (settlements, fees, chargebacks).
POST /api/v1/odata/CreditMemo Create credit memos for customer refunds.

⚡ Transformation Logic

  • **Currency Conversion:** Ensure all monetary values are converted to a consistent currency if Epicor Kinetic operates in a different base currency than Payeezy transactions.
  • **Status Mapping:** Map Payeezy's `transactionStatus` (e.g., 'approved', 'declined', 'settled') to Epicor Kinetic's internal payment or order statuses (e.g., 'Payment Posted', 'Payment Failed').
  • **ID Harmonization:** Map Payeezy `transactionId` to a reference field in Epicor Kinetic's payment entries and Epicor Kinetic `OrderNum` to Payeezy's `orderId` for traceability.
  • **Address Normalization:** Standardize billing and shipping address formats between systems for consistent records and fraud checks.
  • **Data Enrichment:** Enrich Payeezy transaction data with additional context from Epicor Kinetic (e.g., customer segment, product category) for enhanced reporting.

🛡️ Error Handling

  • Payment gateway downtime or API unreachable.
  • Invalid payment credentials or authorization failures.
  • Data validation errors (e.g., incorrect currency, missing required fields).
  • Duplicate transaction attempts due to network latency.
  • Payeezy webhook delivery failures or signature verification issues.
  • Epicor Kinetic API errors (e.g., invalid data for sales order creation, database constraints).
Pricing

Simple, transparent pricing for Epicor Kinetic + 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 with Epicor Kinetic is crucial because it connects Payeezy's payment capabilities with your core ERP, 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.

Technical FAQs

▸ How does an iPaaS enhance Epicor Kinetic and Payeezy integration?
An iPaaS (Integration Platform as a Service) acts as a central hub to orchestrate complex workflows involving Epicor Kinetic and Payeezy. It provides pre-built connectors, visual mapping tools, and workflow automation features that leverage both systems' APIs and webhooks. This enables real-time data flow, low-code/no-code integration development, robust error handling, and scalable automation, making the integration exponentially more valuable by unifying your enterprise ecosystem.
▸ 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.

Security & Compliance FAQs

▸ Is Payeezy PCI DSS compliant, and how does that affect my integration with Epicor Kinetic?
Yes, Payeezy is designed to be PCI DSS compliant. For your integration, it's critical to use Payeezy's tokenization services. This means you replace sensitive customer card data with a non-sensitive token within your Epicor Kinetic system, 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+).

Features FAQs

▸ Can I automate fraud detection with Payeezy integrations into Epicor Kinetic?
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 in Epicor Kinetic, or even automatically decline payments based on predefined risk thresholds, significantly enhancing your fraud prevention capabilities.

Challenges FAQs

▸ What are the common challenges when integrating Payeezy with an ERP like Epicor Kinetic?
Common challenges include synchronizing transaction statuses in real-time, accurately mapping payment data to Epicor Kinetic's ledger accounts, consistently handling refunds and chargebacks, ensuring data integrity across systems, and reconciling daily settlements. A robust iPaaS helps overcome these by providing consistent data transformation, error handling, and workflow orchestration.

Data FAQs

▸ What data entities are typically involved in a Payeezy-Epicor Kinetic integration?
Key data entities typically include Payment Transactions (authorizations, captures, refunds), Orders (from eCommerce/CRM), Customers, Payment Method Tokens, Settlement Batches, and potentially Products. These entities need to be harmonized and mapped accurately between Payeezy and Epicor Kinetic to ensure consistent financial records and operational visibility.

AI FAQs

▸ How can AI augment error handling and exception management in this integration?
AI can significantly enhance error handling by analyzing logs and transaction data to identify common error patterns, suggest root causes, and even automate resolution for known issues. For exceptions like failed payments or chargebacks, AI can prioritize cases, recommend next steps, and provide insights for proactive prevention, transforming reactive problem-solving into intelligent, predictive management.
Next Steps

See Epicor Kinetic + Payeezy 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 + 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 Kinetic 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 Kinetic + 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 Kinetic + 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 Kinetic + Payeezy 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