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Epicor P21 & Authorize.Net Integration: Automate Payments, Accelerate Cash Flow

Connect your ERP and payment gateway for real-time financial reconciliation, enhanced security, and streamlined operations across sales, accounting, and customer management.

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The Challenge

The Cost of Disconnected Payments & ERP

Without a seamless integration between Epicor P21 and Authorize.Net, businesses face a myriad of challenges that hinder efficiency, compromise data accuracy, and impact profitability. Manual processes create bottlenecks, increase operational costs, and expose organizations to significant risks.

  • Manual data entry of payment transactions into Epicor P21
  • Delayed reconciliation of Authorize.Net settlements with the General Ledger
  • Inconsistent customer payment data across systems
  • Increased risk of human error in financial postings and refunds
  • Challenges in maintaining PCI DSS compliance when handling sensitive payment information
  • Slow refund processing impacting customer satisfaction
  • Lack of real-time visibility into cash flow and transaction statuses
Integration Diagram
Solution Illustration
The Solution

Seamless Financial Automation: Epicor P21 & Authorize.Net Integration

Our powerful iPaaS solution bridges the gap between Epicor P21 and Authorize.Net, creating an intelligent, automated financial ecosystem. It ensures every payment transaction, customer update, and financial posting is synchronized in real-time, delivering unparalleled efficiency and accuracy.

  • Real-time payment capture and transaction synchronization
  • Automated Accounts Receivable (AR) and General Ledger (GL) reconciliation
  • Secure customer payment profile (CIM) and subscription (ARB) management
  • Streamlined refund and void processing directly from P21
  • Advanced fraud detection alerts integrated with ERP workflows
Implementation Timeline

Go live with Epicor P21 + AuthorizeNet 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 P21 and AuthorizeNet, 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 P21 + AuthorizeNet 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 capture and transaction synchronization
  • Automated Accounts Receivable (AR) and General Ledger (GL) reconciliation
  • Secure customer payment profile (CIM) and subscription (ARB) management
  • Streamlined refund and void processing directly from P21
  • Advanced fraud detection alerts integrated with ERP workflows
  • Comprehensive audit trails for all financial data movements

Epicor P21 & Authorize.Net Integration: The Technical Blueprint

Our iPaaS acts as the intelligent orchestration layer, mediating secure, real-time data exchange between Epicor P21 and Authorize.Net. It handles complex data transformations, error handling, and workflow automation, ensuring a robust and reliable integration.

Data Flow Steps

**Connectors:** Establish secure, API-based connections to Epicor P21 and Authorize.Net.

**Event Listeners:** Configure webhooks for Authorize.Net (transaction status, fraud alerts) and API polling/change data capture for Epicor P21 (new orders, refunds).

**Data Mapping & Transformation:** Visually map fields between systems, applying AI-assisted transformations for data standardization (e.g., currency conversion, status code mapping).

**Workflow Orchestration:** Design multi-step workflows (e.g., 'Payment Captured -> Create P21 Sales Order -> Post GL Entry').

**Error Handling & Monitoring:** Implement robust retry mechanisms, dead-letter queues, and real-time dashboards to track integration health.

**Deployment & Governance:** Deploy flows across Dev, QA, and Production environments with version control and auditing.

Data Touchpoints

Epicor P21: Customer, Sales Order, Inventory Item, Invoice (AR), General Ledger Entry, Vendor (for AP).
Authorize.Net: Transaction, Customer Profile (CIM), Payment Profile (CIM), Subscription (ARB), Settlement Batch, Refund, Void, Fraud Event.

"Conceptual Flow: eCommerce Order -> Authorize.Net (Payment) -> iPaaS (Webhook Trigger) -> Data Transformation -> Epicor P21 (Create Sales Order/Invoice, Update Customer) -> iPaaS (Scheduled) -> Authorize.Net (Get Settlement Batch) -> Data Transformation -> Epicor P21 (Post GL Entries). Reverse flow for Refunds: Epicor P21 (Refund Request) -> iPaaS -> Authorize.Net (Process Refund)."

Pricing

Simple, transparent pricing for Epicor P21 + AuthorizeNet.

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 P21

Integrating Epicor P21 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 & Intelligent Data Mapping

The foundation of a robust integration lies in accurate, intelligent data mapping between Epicor P21 and Authorize.Net entities. Our iPaaS provides visual tools and AI assistance to ensure seamless data flow and integrity.

Customer

Synchronizes customer records for sales, invoicing, and secure payment profile management.

Epicor P21 Fields

CustomerID Name Address1 City State Zip Phone Email TermsCode CreditLimit

AuthorizeNet Fields

customerProfileId merchantCustomerId description email billTo (address, city, state, zip)

Mapping Notes

Epicor P21's `CustomerID` maps to Authorize.Net's `merchantCustomerId` for cross-referencing. Billing address fields map directly. Credit terms are managed in P21, not Authorize.Net.

Next Steps

See Epicor P21 + AuthorizeNet 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 of an online sales order from creation, payment capture via Authorize.Net, to fulfillment and financial posting in Epicor P21. This ensures real-time data synchronization and reduces manual touchpoints for sales and finance teams.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Payment initiated and processed securely via Authorize.Net.
  3. 2 Authorize.Net webhook notifies iPaaS of successful transaction.
  4. 3 iPaaS creates Sales Order in Epicor P21 with payment status and customer details.
  5. 4 P21 triggers inventory allocation and fulfillment processes.
  6. 5 Shipment details from P21 update eCommerce and trigger invoice generation.

Business Outcome

Faster order fulfillment, accurate inventory management, accelerated cash collection, and reduced manual errors in order processing.

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
Automate payment capture and AR posting, significantly reducing days sales outstanding (DSO) and improving cash flow.
Reduced Manual Errors
Eliminate manual data entry and reconciliation, leading to fewer human errors in financial records and improved data integrity.
Enhanced PCI DSS Compliance
Leverage Authorize.Net CIM for tokenization, minimizing your PCI DSS scope and securely handling sensitive payment data.
Streamlined Reconciliation
Automate the daily matching of Authorize.Net settlement batches to Epicor P21's General Ledger, saving hours of manual effort.
Real-time Financial Visibility
Gain instant insights into transaction statuses, sales figures, and cash positions, enabling better financial decision-making.
Improved Customer Experience
Faster order processing, quick refunds, and secure, convenient payment options lead to higher customer satisfaction.
Lower Operational Costs
Reduce labor costs associated with manual data entry, error correction, and reconciliation activities.
✨

Accelerated Cash Flow

25-40% Faster DSO

📋 What You Get

Automate payment capture and AR posting, significantly reducing days sales outstanding (DSO) and improving cash flow.

💼 Business Impact

This benefit directly contributes to 25-40% improvement in Faster DSO, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor P21 + AuthorizeNet 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 P21 and AuthorizeNet, 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 P21 + AuthorizeNet 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 /api/v1/customers Create, retrieve, and update customer records in Epicor P21.
GET, POST, PUT /api/v1/salesorders Create sales orders in P21 from external sources (e.g., eCommerce) and update their status.
GET, POST /api/v1/invoices Create Accounts Receivable invoices or retrieve details for payment reconciliation.
POST /api/v1/gltransactions Post financial transactions directly to the General Ledger in P21.
GET, PUT /api/v1/products Retrieve product details (e.g., pricing, availability) for payment validation or order creation.

⚡ Transformation Logic

  • **Currency Conversion:** Automatically convert transaction amounts if P21 and Authorize.Net operate in different currencies.
  • **Status Mapping:** Map Authorize.Net transaction statuses (e.g., 'Approved', 'Declined', 'Settled') to corresponding Epicor P21 order/invoice statuses.
  • **Data Type Harmonization:** Ensure data types (e.g., string to decimal, date formats) are consistent between systems.
  • **GL Account Derivation:** Dynamically determine the correct Epicor P21 `GLAccountID` based on transaction type, product category, or customer segment.
  • **Address Standardization:** Cleanse and standardize address fields for consistent customer records.
  • **Tokenization:** Utilize Authorize.Net CIM for secure tokenization of credit card data; only tokens are stored or referenced in the iPaaS and P21.

🛡️ Error Handling

  • Authorize.Net payment decline due to insufficient funds (iPaaS updates P21 order status, triggers notification).
  • Epicor P21 API error during sales order creation (iPaaS retries, if persistent, moves to dead-letter queue and alerts).
  • Mismatch in refund amount during reconciliation (AI flags anomaly, iPaaS creates exception task).
  • Duplicate customer profile creation (AI detects, iPaaS merges or alerts for review).
Pricing

Simple, transparent pricing for Epicor P21 + AuthorizeNet.

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 is the best way to integrate Epicor P21 with Authorize.Net?
The most effective approach is to leverage a modern iPaaS platform. It provides pre-built connectors, robust mapping engines, and orchestration capabilities to handle real-time synchronization of customer payment profiles, transactions, orders, and settlement data between Epicor P21 and Authorize.Net, often using API-first and event-driven methods.

Low-Code/No-Code FAQs

▸ Can I automate complex payment workflows involving Epicor P21 and Authorize.Net without writing custom code?
Absolutely. Modern iPaaS platforms offer low-code/no-code tools that allow business analysts and power users to design, build, and deploy complex workflows involving Epicor P21 and Authorize.Net. This significantly reduces development time and IT dependency for common automations like order-to-cash, refund processing, or daily reconciliation.

AI & Automation FAQs

▸ How does AI enhance Epicor P21 and Authorize.Net integrations?
AI can augment these integrations by providing intelligent capabilities such as automated anomaly detection in reconciliation, AI-assisted data mapping suggestions, predictive fraud insights, and intelligent routing of payment exceptions. This reduces manual intervention, improves data quality, and provides proactive operational insights.

Security & Compliance FAQs

▸ How do I ensure PCI DSS compliance when integrating Epicor P21 with Authorize.Net?
Prioritize using Authorize.Net's Customer Information Manager (CIM) for tokenization, ensuring raw card data never touches your systems or the iPaaS. Implement strong data encryption (TLS 1.2+) in transit and at rest, utilize secure credential management within the iPaaS, and enforce granular role-based access control (RBAC). Your iPaaS should also comply with industry security standards.

Payment Processing FAQs

▸ What's the difference between a 'void' and a 'refund' with Authorize.Net, and how does the integration handle them?
A 'void' cancels an authorized transaction before it has settled (typically within the same business day), meaning funds are never transferred. A 'refund' reverses a transaction that has already settled and funds have been captured, returning money to the customer. The iPaaS workflows are designed to distinguish between these, ensuring correct financial processing in Authorize.Net and accurate GL postings/invoice adjustments in Epicor P21.

Financial Automation FAQs

▸ How can I automate Authorize.Net payment reconciliation with my Epicor P21 General Ledger?
An iPaaS can automate this by scheduling daily jobs to retrieve Authorize.Net settlement batch reports, transforming the data to match your Epicor P21's General Ledger structure, and then automatically posting journal entries. AI can further enhance this by flagging discrepancies or anomalies for investigation, significantly streamlining the month-end close.

Technical Details FAQs

▸ How do webhooks improve Authorize.Net integration efficiency with Epicor P21?
Webhooks enable real-time, event-driven communication. Instead of constantly polling Authorize.Net for updates, webhooks push notifications (e.g., transaction successful, fraud alert) to your iPaaS as they happen. This immediately triggers downstream workflows in P21 (e.g., creating a sales order), significantly reducing latency, API overhead, and ensuring near real-time data synchronization.

Governance & Management FAQs

▸ What kind of governance is needed for Epicor P21 and Authorize.Net integrations?
Effective governance includes establishing a clear integration strategy, defining data ownership, implementing a Dev-QA-Prod environment promotion process, version control for integration flows, comprehensive monitoring, and regular auditing of integration performance and security. This ensures reliability, scalability, and compliance across your financial operations.
Next Steps

See Epicor P21 + AuthorizeNet 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 P21 + AuthorizeNet 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 P21 and AuthorizeNet, 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 P21 + AuthorizeNet 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 P21 + AuthorizeNet.

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 P21 + AuthorizeNet 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