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Unlock Seamless Financial Automation: Epicor P21 & Cybersource Integration

Connect your Epicor P21 ERP with Cybersource for secure, real-time payment processing, automated order-to-cash, and intelligent fraud management. Power your business with a unified financial ecosystem.

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The Challenge

The Challenge: Disconnected ERP & Payment Operations

Businesses relying on Epicor P21 for their core accounting and ERP functions often struggle with disjointed payment processing. Manual data entry, delayed reconciliation, and fragmented fraud prevention lead to significant operational inefficiencies, financial inaccuracies, and increased compliance risks.

  • Manual entry of payment data into P21, leading to errors and delays.
  • Lack of real-time visibility into payment statuses and order fulfillment.
  • Complex and time-consuming daily settlement reconciliation process.
  • Vulnerability to payment fraud without integrated, intelligent detection.
  • Challenges in maintaining PCI DSS compliance with disparate systems.
  • Slow order-to-cash cycles impacting cash flow and customer satisfaction.
Integration Diagram
Solution Illustration
The Solution

The Solution: Unified Payments & ERP with iPaaS for Epicor P21 & Cybersource

Our AI-driven iPaaS provides a powerful, low-code platform to seamlessly connect Epicor P21 and Cybersource. This integration automates critical payment workflows, ensures real-time data synchronization, and centralizes financial reconciliation, all while bolstering security and compliance.

  • Bi-directional data synchronization for payments, orders, and customer data.
  • Real-time payment authorization and capture triggering P21 Sales Orders.
  • Automated financial reconciliation from Cybersource settlement reports to P21 GL.
  • Secure tokenization of payment methods via Cybersource's TMS.
  • Intelligent fraud management workflows leveraging Cybersource Decision Manager.
Implementation Timeline

Go live with Epicor P21 + Cybersource 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 Cybersource, 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 + Cybersource deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional data synchronization for payments, orders, and customer data.
  • Real-time payment authorization and capture triggering P21 Sales Orders.
  • Automated financial reconciliation from Cybersource settlement reports to P21 GL.
  • Secure tokenization of payment methods via Cybersource's TMS.
  • Intelligent fraud management workflows leveraging Cybersource Decision Manager.
  • Automated refund and void processing across both systems.
  • Centralized error handling and monitoring for all transactions.

Epicor P21 & Cybersource Integration: Technical Deep Dive

Our iPaaS solution provides a robust framework for connecting Epicor P21 and Cybersource, focusing on API-first principles, event-driven architecture, and secure data handling. This ensures real-time synchronization, data integrity, and operational efficiency.

Data Flow Steps

**API Connectivity:** Establish secure connections to Epicor P21's REST APIs (typically `api/v1/`) and Cybersource's various services (Payments, Tokenization, Decision Manager, Reporting) using their respective authentication methods.

**Event Listener Configuration:** Configure Cybersource webhooks to send real-time notifications to the iPaaS for critical events like payment authorization success/failure, capture, refund, and fraud decisions.

**Data Ingestion & Transformation:** The iPaaS ingests data from both systems, applies AI-assisted data mapping, and transforms it into a canonical format suitable for the target system.

**Workflow Orchestration:** Design low-code workflows to orchestrate multi-step processes, such as 'Cybersource Payment Success -> P21 Sales Order Creation' or 'P21 Refund Request -> Cybersource Refund API Call'.

**Error Handling & Reconciliation:** Implement robust error handling with intelligent retries, dead-letter queues, and automated alerts. Reconciliation logic ensures data consistency and financial accuracy.

**Deployment & Monitoring:** Deploy integration flows across Dev, QA, and Production environments with version control, and monitor performance and health through centralized dashboards.

Data Touchpoints

Epicor P21: Customer, Sales Order, Inventory Item, Invoice (AR/AP), Purchase Order, Shipment, General Ledger Entry, Product, Vendor, Price List.
Cybersource: Payment Transaction, Order, Customer Profile, Refund, Authorization, Capture, Settlement Batch, Fraud Case, Subscription, Invoice (ERP), Product/Service, Merchant Account.

"A central iPaaS platform acts as the integration hub. On one side, Epicor P21 exposes its APIs for Customer, Sales Order, Inventory, Invoice, and GL Entry management. On the other side, Cybersource offers APIs for Payments, Refunds, Tokenization, Fraud Management, and Reporting, alongside webhooks for real-time event notifications. The iPaaS orchestrates bi-directional data flow, transforming data, applying business rules, and ensuring secure, compliant communication."

Pricing

Simple, transparent pricing for Epicor P21 + Cybersource.

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 Mapping for Epicor P21 & Cybersource

Seamless data flow between Epicor P21 and Cybersource relies on precise mapping of core business entities. Our iPaaS provides visual, AI-assisted tools to define these mappings, ensuring data integrity and consistency.

Sales Order (P21) / Order (Cybersource)

The central record for a customer's purchase. A successful Cybersource payment initiates its creation in P21.

Epicor P21 Fields

OrderNum (P21 Primary Key) OrderDate CustomerID ShipToID OrderTotal OrderLines[] (PartNum, Qty, UnitPrice) RequestDate ShipViaCode PONum (eCommerce Order ID)

Cybersource Fields

orderId (Cybersource `merchantReferenceCode`) totalAmount currency customerEmail billingAddress shippingAddress lineItems[] (SKU, quantity, unitPrice) status paymentMethodUsed

Mapping Notes

`orderId` from Cybersource is typically mapped to a custom field or `PONum` in P21 for traceability. Line item details (SKU/PartNum, Qty, UnitPrice) are critical for accurate P21 Sales Order creation. `CustomerID` in P21 might be looked up based on `customerEmail` from Cybersource, or created if new.

Next Steps

See Epicor P21 + Cybersource 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

Ensure every online order is processed efficiently, from payment capture in Cybersource to sales order creation and invoicing in Epicor P21, all in real-time.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce, triggering payment via Cybersource.
  2. 1 Cybersource processes Authorization and Capture, returning success/failure and fraud score.
  3. 2 iPaaS receives Cybersource success webhook, creating a new Sales Order in Epicor P21 (using `/api/v1/salesorders`).
  4. 3 P21 allocates inventory (via `/api/v1/inventory`), triggers fulfillment, and generates an AR Invoice (via `/api/v1/invoices`).
  5. 4 iPaaS pushes shipment tracking from P21 back to eCommerce and/or customer.

Business Outcome

Accelerated order fulfillment, improved customer experience, accurate inventory synchronization, faster revenue recognition.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Order-to-Cash Cycle
Automate payment processing and sales order creation, reducing manual delays and accelerating revenue recognition.
Enhanced Financial Accuracy
Eliminate manual data entry errors and ensure precise reconciliation of Cybersource settlements with Epicor P21's General Ledger.
Stronger Security & PCI Compliance
Leverage Cybersource tokenization and secure API practices to minimize PCI DSS scope and protect sensitive cardholder data.
Proactive Fraud Detection
Integrate Cybersource Decision Manager with P21 workflows for real-time fraud screening and automated response mechanisms.
Reduced Operational Costs
Automate time-consuming tasks like data entry, payment matching, and reconciliation, freeing up finance and operations teams.
Real-time Business Insights
Gain immediate visibility into payment statuses, order fulfillment, and financial performance across your entire ecosystem.
Scalable Growth
Support increasing transaction volumes and expand to new sales channels without compromising performance or data integrity.
✨

Accelerated Order-to-Cash Cycle

30% Faster Order Processing

📋 What You Get

Automate payment processing and sales order creation, reducing manual delays and accelerating revenue recognition.

💼 Business Impact

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

Implementation Timeline

Go live with Epicor P21 + Cybersource 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 Cybersource, 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 + Cybersource 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/update customers in P21, retrieve customer details for Cybersource fraud screening or token lookup.
GET, POST, PUT /api/v1/salesorders Create Sales Orders in P21 upon successful Cybersource payment, update order status.
GET, PUT /api/v1/inventory Query real-time stock levels for order validation, update quantities post-shipment.
GET, POST /api/v1/invoices Create AR Invoices in P21, retrieve details for payment application, create Credit Memos for refunds.
GET, POST /api/v1/shipments Record shipment details from WMS/TMS, update order fulfillment status in P21.
POST /api/v1/gltransactions Post General Ledger entries for Cybersource settlement reconciliation.

⚡ Transformation Logic

  • **Field Renaming & Type Conversion:** Convert `amount` (string) from Cybersource to `Decimal` for P21 `OrderTotal`.
  • **Conditional Logic:** If Cybersource `status` is 'rejected' due to fraud, set P21 Sales Order `status` to 'On Hold - Fraud Review'.
  • **Lookup Tables:** Map Cybersource `cardType` (e.g., '001' for Visa) to internal descriptions or P21 payment method codes.
  • **Data Enrichment:** Augment Cybersource transaction data with customer details from P21/CRM for fraud analysis.
  • **Aggregation:** Summarize multiple Cybersource transactions into single P21 GL entries for daily settlement.
  • **Address Harmonization:** Standardize billing and shipping addresses to P21's required format.

🛡️ Error Handling

  • Cybersource payment gateway downtime leading to failed authorizations.
  • Epicor P21 API returning validation errors (e.g., invalid PartNum).
  • Network interruptions between iPaaS and either system.
  • Rate limit exhaustion on P21 or Cybersource APIs.
  • Data transformation errors due to unexpected input formats.
  • Duplicate order creation attempts due to retry logic without idempotency.
Pricing

Simple, transparent pricing for Epicor P21 + Cybersource.

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 the primary benefit of integrating Epicor P21 with Cybersource?
The primary benefit is achieving end-to-end automation of your order-to-cash cycle, from secure payment processing by Cybersource to sales order creation, invoicing, and General Ledger posting in Epicor P21. This leads to reduced manual effort, improved data accuracy, faster financial reconciliation, and enhanced fraud protection.

Security FAQs

▸ How does this integration handle PCI DSS compliance?
The integration leverages Cybersource's robust tokenization services (e.g., Secure Acceptance, Token Management Service). This means sensitive cardholder data never touches your internal systems or the iPaaS. Only secure, non-sensitive tokens are stored and transmitted, significantly reducing your PCI DSS scope and ensuring compliance.

Financial FAQs

▸ Can the integration automate daily financial reconciliation?
Absolutely. Our iPaaS can automatically retrieve daily settlement reports from Cybersource, parse the aggregated data (sales, refunds, fees, chargebacks), and transform it into corresponding General Ledger entries in Epicor P21. This dramatically accelerates your financial close process and minimizes manual reconciliation errors.

Technology FAQs

▸ What role does AI play in this integration?
AI acts as an intelligent co-pilot, assisting with critical tasks like auto-generating integration flows, suggesting optimal field mappings between Epicor P21 and Cybersource, inferring business rules, detecting anomalies in transaction data, and providing smart error resolution. This accelerates development, improves data quality, and enhances operational insights.

Inventory FAQs

▸ Is real-time inventory synchronization possible with Epicor P21 through this integration?
Yes. While Cybersource focuses on payments, the iPaaS connecting to Epicor P21 can facilitate real-time inventory level synchronization. When a sales order is created in P21 (triggered by a Cybersource payment), the iPaaS ensures inventory levels are updated immediately and can even push these updates to connected eCommerce platforms to prevent overselling.

Fraud FAQs

▸ How does the integration handle payment fraud using Cybersource Decision Manager?
Cybersource Decision Manager screens transactions in real-time and provides fraud scores and decisions. The iPaaS receives these decisions via webhooks and can trigger automated workflows: holding the Epicor P21 Sales Order, notifying a fraud analyst via Slack/email, or even automatically canceling the order based on predefined risk thresholds. AI can further augment these decisions.

Technical FAQs

▸ What happens if an API call to Epicor P21 or Cybersource fails?
The iPaaS has robust error handling. For transient errors (e.g., temporary network issues), it employs automatic retries with exponential backoff. For persistent errors (e.g., invalid data), the transaction is logged, alerts are sent to relevant teams, and the message is routed to a dead-letter queue for manual investigation and potential re-processing, ensuring no data is lost.

Customization FAQs

▸ Can I customize the integration workflows without coding?
Absolutely. Our iPaaS offers a low-code/no-code visual designer that allows business users and analysts to easily customize integration workflows, data mappings, and business rules using a drag-and-drop interface. This significantly reduces the need for custom coding and empowers business teams to adapt integrations as needs evolve.
Next Steps

See Epicor P21 + Cybersource 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 + Cybersource 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 Cybersource, 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 + Cybersource 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 + Cybersource.

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 + Cybersource 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