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Unify Epicor P21 & Chase Orbital Paymentech for Seamless Financial Automation

Streamline Order-to-Cash, Automate Reconciliation, and Secure Every Transaction with Intelligent iPaaS Integration.

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The Challenge

The Disconnected Payment & ERP Challenge

Businesses relying on Epicor P21 for their core accounting and ERP functions often face significant hurdles when processing payments through external gateways like Chase Orbital Paymentech. The lack of seamless integration leads to operational inefficiencies, financial inaccuracies, and increased compliance risks.

  • Manual Data Entry & Reconciliation: Reconciling daily payment settlements from Chase Orbital Paymentech with Epicor P21's General Ledger is a labor-intensive, error-prone process.
  • Delayed Order-to-Cash Cycle: Disjointed systems slow down the process from customer order placement and payment capture to order fulfillment and invoice posting in P21.
  • Inaccurate Financial Reporting: Data discrepancies between the payment gateway and ERP lead to unreliable financial statements and difficulty in closing books.
  • PCI DSS Compliance Burden: Managing sensitive payment data across disparate systems increases the scope and complexity of maintaining PCI DSS compliance.
  • Lack of Real-time Visibility: Business leaders lack immediate insight into sales, payment statuses, and cash flow, hindering agile decision-making.
  • Increased Chargeback Risk: Without automated workflows for chargeback notifications, response times are slow, leading to higher rates of lost disputes.
Integration Diagram
Solution Illustration
The Solution

The Integrated Solution: Epicor P21 + Chase Orbital Paymentech

Our intelligent iPaaS provides a secure, efficient, and automated bridge between Epicor P21 and Chase Orbital Paymentech. This solution transforms your financial operations by enabling real-time data synchronization, automating critical workflows, and ensuring robust security and compliance.

  • End-to-End Order-to-Cash Automation: From eCommerce payment authorization to P21 invoice posting.
  • Automated Daily Settlement & GL Reconciliation: Eliminates manual effort and errors.
  • Real-time Payment Status Updates: Instant visibility into transaction outcomes.
  • Secure Payment Data Handling: Leverages tokenization for PCI DSS compliance.
  • Unified Customer Payment Profiles: Synchronize tokenized payment methods across systems.
Implementation Timeline

Go live with Epicor P21 + & Chase Orbital Paymentech | Automate Payments 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 & Chase Orbital Paymentech | Automate Payments, 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 + & Chase Orbital Paymentech | Automate Payments deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • End-to-End Order-to-Cash Automation: From eCommerce payment authorization to P21 invoice posting.
  • Automated Daily Settlement & GL Reconciliation: Eliminates manual effort and errors.
  • Real-time Payment Status Updates: Instant visibility into transaction outcomes.
  • Secure Payment Data Handling: Leverages tokenization for PCI DSS compliance.
  • Unified Customer Payment Profiles: Synchronize tokenized payment methods across systems.
  • Proactive Chargeback Management: Automated alerts and case creation for disputes.
  • Flexible & Scalable Architecture: Adapts to your business growth and transaction volumes.

Technical Integration: iPaaS as the Orchestration Layer

The integration between Epicor P21 and Chase Orbital Paymentech is facilitated by a robust, cloud-native iPaaS. This platform abstracts API complexities, provides a visual design environment, and ensures secure, scalable, and real-time data flow.

Data Flow Steps

1. Connectors Setup: Install and configure pre-built connectors for Epicor P21 and Chase Orbital Paymentech within the iPaaS, providing necessary API credentials and endpoints.

2. Authentication Configuration: Set up secure authentication (OAuth 2.0 for P21, API keys/OAuth for Chase Orbital) for each environment (Dev, QA, Prod).

3. Workflow Design: Utilize the iPaaS's visual designer to create integration flows, defining triggers (e.g., Chase Orbital webhook, P21 event) and subsequent actions.

4. Data Mapping & Transformation: Map relevant entities and fields between the two systems, applying necessary data transformations, validations, and business rules.

5. Error Handling & Monitoring: Configure comprehensive error handling, retry logic, alerts, and monitoring dashboards within the iPaaS.

6. Testing & Deployment: Rigorously test workflows in sandbox environments, then deploy to production using controlled promotion pipelines.

Data Touchpoints

Epicor P21: Customer, Sales Order, Inventory Item, Invoice (AR/AP), General Ledger Entry, Vendor, Price List.
Chase Orbital Paymentech: Transaction, PaymentMethod, CustomerPaymentProfile, SettlementBatch, Refund, Chargeback, Order, Invoice, GLAccount.

"Conceptual Flow: An eCommerce platform sends an Order to the iPaaS. The iPaaS interacts with Chase Orbital Paymentech for Payment Authorization and Capture. Upon successful payment, Chase Orbital sends a webhook event to the iPaaS. The iPaaS then creates a Sales Order in Epicor P21. P21 updates Inventory and generates an Invoice. Periodically, the iPaaS fetches Settlement Batches from Chase Orbital and posts General Ledger Entries to Epicor P21 for reconciliation. Customer data and payment profiles are synchronized bi-directionally between P21 (or CRM) and Chase Orbital."

Pricing

Simple, transparent pricing for Epicor P21 + & Chase Orbital Paymentech | Automate Payments.

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

Integrated Entities & Field-Level Mappings

A robust canonical data model within the iPaaS ensures seamless mapping and transformation of critical business entities between Epicor P21 and Chase Orbital Paymentech.

Customer

Unified customer records for sales, billing, and payment processing.

Epicor P21 Fields

CustomerID Name Address1 City State Zip Phone Email TermsCode CreditLimit SalesRepID

& Chase Orbital Paymentech | Automate Payments Fields

customerId profileId type last4 expiryDate token

Mapping Notes

Epicor P21's `CustomerID` is the master key. This maps to Chase Orbital's `customerId` for linking payment profiles. Only non-sensitive payment details (`last4`, `expiryDate`, `type`, `token`) are synchronized to P21 or CRM for display.

Next Steps

See Epicor P21 + & Chase Orbital Paymentech | Automate Payments 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 Automation

Automate the entire process from a customer placing an order online to payment authorization, capture, and the creation of a sales order and invoice in Epicor P21, including real-time inventory updates.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 iPaaS sends payment request to Chase Orbital Paymentech.
  3. 2 Chase Orbital processes payment (Auth/Capture).
  4. 3 Successful payment triggers iPaaS to create Sales Order in Epicor P21.
  5. 4 P21 updates inventory and generates an AR Invoice.
  6. 5 iPaaS applies payment details to the P21 Invoice and posts relevant GL entries.

Business Outcome

Real-time order processing, accurate inventory, accelerated revenue recognition, and enhanced 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.

Accelerate Cash Flow
Automated payment capture and real-time invoice application in Epicor P21 drastically reduce the order-to-cash cycle.
Enhance Financial Accuracy
Eliminate manual data entry errors and ensure precise reconciliation of Chase Orbital Paymentech settlements with Epicor P21's General Ledger.
Ensure PCI DSS Compliance
Leverage Chase Orbital's tokenization and secure data handling to minimize your PCI scope and maintain robust security for all payment transactions.
Boost Operational Efficiency
Automate routine financial tasks, freeing up your finance and operations teams to focus on strategic initiatives rather than manual data processing.
Gain Real-time Visibility
Access immediate insights into payment statuses, sales transactions, and financial health across both Epicor P21 and Chase Orbital Paymentech.
Reduce Chargeback Losses
Automated chargeback notifications and integrated dispute management workflows enable faster, more effective responses.
Future-Proof Your Business
A flexible, scalable iPaaS architecture ensures your integration can adapt to evolving business needs, new payment methods, and increased transaction volumes.
✨

Accelerate Cash Flow

30% Faster Cash Flow

📋 What You Get

Automated payment capture and real-time invoice application in Epicor P21 drastically reduce the order-to-cash cycle.

💼 Business Impact

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

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT /api/v1/customers Synchronize customer records (create new, update existing, query details) between P21 and CRM/eCommerce for payment profile linking.
GET, POST, PUT /api/v1/salesorders Create sales orders in P21 from eCommerce/POS upon payment, update order status, retrieve order details for fulfillment and payment application.
GET, PUT /api/v1/inventory Query real-time stock levels, update inventory quantities (e.g., from WMS or adjustments), and manage availability based on paid orders.
GET, POST /api/v1/invoices Create Accounts Payable invoices, retrieve Accounts Receivable invoice details for payment reconciliation and update payment status.
POST /api/v1/gltransactions Post general ledger transactions for financial integration and reporting, especially for daily settlement reconciliation and payment fees.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts to Epicor P21's base currency if multi-currency is involved.
  • GL Account Mapping: Dynamically map Chase Orbital transaction types (sales, fees, refunds) and settlement components to specific Epicor P21 `GLAccountID`s.
  • Date Format Standardization: Ensure consistent date and time formats (`YYYY-MM-DD HH:MM:SS`) across all systems.
  • Customer ID Harmonization: Standardize `CustomerID` formats and handle potential discrepancies during synchronization.
  • Line Item Aggregation: Aggregate or split transaction line items as required for P21 `Sales Order` or `Invoice` creation.

🛡️ Error Handling

  • Payment Gateway Decline: Customer credit card declined, `status` returns 'failed'. iPaaS notifies e-commerce and customer.
  • P21 API Error: Invalid `PartNum` during `Sales Order` creation. iPaaS logs error, flags for manual correction, or attempts to retry with corrected data.
  • Network Timeout: Temporary connectivity loss between iPaaS and Chase Orbital. iPaaS retries with exponential backoff.
  • Data Validation Failure: Attempting to post a non-numeric `OrderTotal` to P21. iPaaS rejects, logs error, notifies.
  • Duplicate Transaction: A retry mechanism accidentally processes a payment twice. Idempotent API calls prevent this, or iPaaS detects and flags.
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

Security & Compliance FAQs

▸ How does this integration handle PCI DSS compliance?
Our integration leverages Chase Orbital Paymentech's robust tokenization services. This means sensitive cardholder data never touches your Epicor P21 environment or the iPaaS directly. Only secure, non-sensitive tokens are exchanged, significantly minimizing your PCI DSS scope and ensuring compliance.

Workflow Automation FAQs

▸ Can I automate daily settlement reconciliation using this integration?
Absolutely. The iPaaS is configured to automatically retrieve daily settlement reports from Chase Orbital Paymentech, transform the aggregated data (gross sales, fees, net deposit) into appropriate Epicor P21 General Ledger entries, and post them. This eliminates manual reconciliation and accelerates your financial close.

Data Flow FAQs

▸ What kind of data flows between Epicor P21 and Chase Orbital Paymentech?
Key data flows include: payment authorizations, captures, and refunds from Chase Orbital to create/update Sales Orders and General Ledger Entries in P21; daily settlement summaries from Chase Orbital for GL reconciliation in P21; and potentially customer payment profile tokens for reference in P21/CRM. Data can also flow from P21 to Chase Orbital for transaction lookups.

AI Capabilities FAQs

▸ How does AI enhance this payment integration?
AI significantly augments the integration by providing intelligent capabilities such as auto-suggesting data mappings for new fields, detecting anomalies in transactions (potential fraud or errors), offering predictive insights for reconciliation discrepancies, and even assisting with workflow generation and optimization. This reduces manual configuration and improves data quality.

Performance & Sync FAQs

▸ Is this a real-time integration?
Yes, for critical transactional workflows like payment authorizations, captures, and refunds, the integration is real-time, leveraging webhooks from Chase Orbital Paymentech to trigger immediate updates in Epicor P21. For less time-sensitive processes like daily settlement reconciliation, scheduled batch processing is used.

Error Handling FAQs

▸ How are errors and failed transactions managed?
The iPaaS includes a robust error handling framework. It automatically retries transient errors with exponential backoff, routes persistent failures to dead-letter queues for manual investigation, and triggers immediate alerts to relevant stakeholders (e.g., finance team) for critical issues. Centralized logging provides full visibility into all integration activities.

Customization FAQs

▸ Can I customize the integration workflows to my specific business rules?
Absolutely. The iPaaS offers low-code/no-code tools, including a visual workflow designer and a powerful rules engine, allowing business users to customize existing integration flows or build new ones with conditional logic, custom data transformations, and specific GL account mappings, all without writing extensive code.

Support FAQs

▸ What support is available for this integration?
We offer comprehensive support packages including dedicated account management, 24/7 monitoring, SLA-backed technical assistance, and access to extensive self-service resources like documentation, tutorials, and a community forum. Our team of integration experts is always ready to assist.
Pricing

Simple, transparent pricing for Epicor P21 + & Chase Orbital Paymentech | Automate Payments.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /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 + & Chase Orbital Paymentech | Automate Payments 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