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Connect™

Unify Your Business: Seamless Epicor P21 & Heartland Integration

Automate payments, reconcile finances, and synchronize inventory in real-time with a powerful, AI-driven iPaaS solution.

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The Challenge

Disconnected Systems Cost You Time, Money & Customers

Without a robust integration, managing Epicor P21 and Heartland independently leads to critical operational inefficiencies and data integrity issues. Businesses struggle to keep pace with modern demands, impacting financial accuracy and customer satisfaction.

  • **Manual Data Entry:** Re-keying payment details, sales orders, and inventory updates between systems.
  • **Delayed Financial Reconciliation:** Slow, error-prone matching of Heartland transactions to Epicor P21's General Ledger.
  • **Inaccurate Inventory:** Discrepancies between P21 and POS/eCommerce leading to overselling or stockouts.
  • **Fragmented Customer View:** Inconsistent customer data across sales, payments, and ERP systems.
  • **PCI Compliance Risk:** Manual handling of sensitive payment data increases security vulnerabilities.
  • **Lack of Real-time Insights:** Inability to get an immediate, holistic view of sales, cash flow, and stock.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Epicor P21 + Heartland with Intelligent iPaaS

Our intelligent iPaaS platform provides a robust, scalable, and secure solution for integrating Epicor P21 and Heartland. It automates critical workflows, ensures real-time data synchronization, and provides a single source of truth across your ERP and payment processing operations.

  • Bi-directional Customer & Contact Sync
  • Real-time Sales Order to Payment Automation
  • Omnichannel Inventory Level Synchronization
  • Automated Heartland POS Sales to P21 GL Reconciliation
  • Refund and Credit Memo Processing Automation
Implementation Timeline

Go live with Epicor P21 + 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 P21 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 P21 + 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

  • Bi-directional Customer & Contact Sync
  • Real-time Sales Order to Payment Automation
  • Omnichannel Inventory Level Synchronization
  • Automated Heartland POS Sales to P21 GL Reconciliation
  • Refund and Credit Memo Processing Automation
  • Dynamic Pricing & Promotions Sync (from P21 to Heartland if applicable)

Epicor P21 & Heartland: Technical Integration Details

Our iPaaS provides a robust and secure framework for connecting Epicor P21 and Heartland, leveraging their respective APIs and event-driven capabilities to create a seamless, automated business ecosystem. This section outlines the technical approach.

Data Flow Steps

**Phase 1: Discovery & Design** - Identify key workflows, data entities, and business rules. Map data fields between Epicor P21 and Heartland schemas. Define synchronization frequencies and error handling strategies.

**Phase 2: Connectivity & Authentication** - Establish secure API connections to both Epicor P21 (OAuth 2.0/API Keys) and Heartland (OAuth 2.0). Configure environment-specific credentials.

**Phase 3: Workflow Development (Low-Code/No-Code)** - Design integration flows using visual drag-and-drop tools. Implement data transformation, validation, and business logic using pre-built connectors and AI-assisted mapping.

**Phase 4: Testing & Validation (Sandbox)** - Thoroughly test all workflows in isolated development and QA environments using realistic data. Validate data integrity, performance, and error handling mechanisms.

**Phase 5: Deployment & Monitoring** - Promote tested integrations to production. Implement real-time monitoring, logging, and alerting for continuous oversight and proactive issue resolution.

**Phase 6: Optimization & Governance** - Continuously monitor performance, refine workflows, and manage integration lifecycle with version control and rollback capabilities.

Data Touchpoints

**Epicor P21:** Customer, Sales Order, Inventory Item, Purchase Order, Invoice (AR/AP), Shipment, General Ledger Entry, Product (Marketing/Catalog), Vendor, Price List.
**Heartland:** Payment Transaction, Customer, Order, Product/SKU, Settlement Batch, Employee, Payroll Record, Refund, Terminal/Location, Gift Card.

"The integration architecture features the iPaaS as a central hub. Data flows from Epicor P21 (e.g., new customer, inventory update) to the iPaaS, where it's transformed and routed to Heartland. Conversely, events from Heartland (e.g., payment transaction, POS sale) flow to the iPaaS, are transformed, and then posted to Epicor P21. All communications are secured via HTTPS/TLS."

Pricing

Simple, transparent pricing for Epicor P21 + 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 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

Understanding how core entities map between Epicor P21 and Heartland is critical for a successful integration. Our iPaaS provides intelligent, visual tools for precise, field-level mapping and transformation.

Customer

Ensures a consistent customer profile for sales, payments, and loyalty across both systems.

Epicor P21 Fields

CustomerID Name Address1 City State Zip Phone Email TermsCode CreditLimit

Heartland Fields

customerId firstName lastName email phone address heartlandCustomerId

Mapping Notes

P21's `CustomerID` should be mapped as the primary external ID in Heartland if possible, or a new `heartlandCustomerId` generated and stored in P21. Address components require granular mapping. `TermsCode` and `CreditLimit` are P21-specific.

Next Steps

See Epicor P21 + 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 & Payment Processing

A customer places an order on an eCommerce platform. The iPaaS captures this, creates a Sales Order in Epicor P21, processes the payment securely through Heartland, updates P21 with payment status, and synchronizes inventory levels across all channels.

Integration Steps:

  1. 0 Customer completes purchase on Shopify/BigCommerce.
  2. 1 iPaaS receives new order webhook/API call.
  3. 2 iPaaS creates `Sales Order` in Epicor P21 via `/api/v1/salesorders` endpoint.
  4. 3 iPaaS initiates `Payment Transaction` in Heartland via `/v1/payments/transactions` endpoint.
  5. 4 Heartland processes payment; iPaaS receives success/failure notification.
  6. 5 iPaaS updates P21 `Sales Order` with payment details and generates `Invoice (AR)`.
  7. 6 P21 `Inventory Item` (`OnHandQty`) is updated; iPaaS pushes `Product/SKU` (`quantityOnHand`) update to Heartland POS and eCommerce.

Business Outcome

Real-time order processing, instant payment capture, accurate inventory allocation, and immediate financial posting, significantly reducing order fulfillment time.

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 sales order creation in P21 upon payment in Heartland, drastically reducing manual processing time and improving cash flow.
Real-time Inventory Accuracy
Synchronize inventory levels between Epicor P21 and Heartland POS/eCommerce to prevent overselling and optimize stock management.
Automated Financial Reconciliation
Seamlessly post Heartland sales and settlement data to Epicor P21's General Ledger, cutting down month-end close time and errors.
Enhanced Data Integrity & Compliance
Ensure consistent, validated data across systems, minimizing errors and maintaining PCI DSS compliance for payment processing.
Unified Customer Experience
Maintain a 360-degree view of your customers by synchronizing data between Epicor P21 and Heartland, enabling personalized interactions.
Increased Operational Efficiency
Eliminate manual data entry and redundant tasks, freeing up your team to focus on higher-value strategic activities.
✨

Accelerated Order-to-Cash Cycle

30% Faster Order-to-Cash

📋 What You Get

Automate sales order creation in P21 upon payment in Heartland, drastically reducing manual processing time and improving cash flow.

💼 Business Impact

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

Implementation Timeline

Go live with Epicor P21 + 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 P21 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 P21 + 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
GET, POST, PUT /api/v1/customers Create/Update/Retrieve customer details, essential for customer 360 sync with Heartland.
GET, POST, PUT /api/v1/salesorders Create new sales orders from eCommerce/POS, update order status upon Heartland payment confirmation.
GET, PUT /api/v1/inventory Retrieve real-time inventory levels for sales channels, post inventory adjustments from Heartland POS.
GET, POST /api/v1/invoices Generate Accounts Receivable invoices in P21 based on Heartland payment confirmations.
POST /api/v1/gltransactions Post aggregated Heartland sales and settlement data as General Ledger entries for financial reconciliation.

⚡ Transformation Logic

  • **Field Mapping:** Direct one-to-one mapping (e.g., P21 `PartNum` to Heartland `sku`).
  • **Data Aggregation:** Consolidating multiple Heartland `Payment Transactions` into a single P21 `General Ledger Entry`.
  • **Data Splitting:** Breaking down a single P21 address field into multiple Heartland address components.
  • **Conditional Logic:** Applying different GL accounts in P21 based on Heartland's `transactionType` (e.g., sales vs. refunds).
  • **Data Enrichment:** Adding default values or lookups (e.g., P21 `SalesRepID` based on `CustomerID`).
  • **Format Conversion:** Converting date formats, currency codes, or unit of measures (P21 `UOM` to Heartland `unit`).

🛡️ Error Handling

  • **Data Format Mismatch:** Heartland sends a date in an unexpected format; iPaaS flags, attempts to transform, or routes to a dead-letter queue.
  • **Authentication Failure:** P21 API key expires; iPaaS alerts, attempts re-authentication, or pauses flow.
  • **Partial Update:** Only some line items of an order are processed in P21; iPaaS detects inconsistency, retries, or alerts.
  • **Duplicate Record:** A customer is created in both systems simultaneously; iPaaS applies deduplication logic or routes for manual merge.
Pricing

Simple, transparent pricing for Epicor P21 + 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 is the best way to integrate Epicor P21 with Heartland?
The most effective way is through a modern iPaaS (Integration Platform as a Service). It provides pre-built connectors, robust data mapping, AI-assisted automation, and secure orchestration capabilities to handle real-time synchronization of orders, payments, inventory, and financial data between Epicor P21 and Heartland.

Inventory Management FAQs

▸ Can this integration handle real-time inventory synchronization between Epicor P21 and Heartland POS?
Yes, absolutely. The iPaaS facilitates real-time, bi-directional inventory synchronization. Changes in Epicor P21 (e.g., goods receipts) instantly update Heartland POS, and sales from Heartland POS immediately decrement inventory in P21, preventing overselling and ensuring accurate stock levels across all channels.

Security & Compliance FAQs

▸ How does this integration ensure PCI DSS compliance for payment data?
Maintaining PCI DSS compliance is paramount. The integration leverages Heartland's tokenization of card data, ensuring raw card numbers are never stored outside Heartland. All data in transit is encrypted with TLS 1.2+, and the iPaaS adheres to strict security standards, including granular access controls and audit trails, to ensure end-to-end compliance.

Financial Automation FAQs

▸ Can I automate the reconciliation of Heartland sales data into Epicor P21's General Ledger?
Yes, this is a core capability. The iPaaS automates the process of extracting daily sales and settlement batch data from Heartland, transforming it into the correct format, and posting it as journal entries to Epicor P21's General Ledger. This significantly streamlines financial reconciliation and accelerates the month-end close.

AI Enhancement FAQs

▸ What are the benefits of using AI in Epicor P21 and Heartland integration?
AI enhances integration by providing intelligent capabilities such as automated anomaly detection for potential fraud in Heartland transactions, AI-assisted data mapping suggestions for new fields, predictive exception handling, and intelligent routing of workflows. This reduces manual intervention, improves data quality, and offers proactive operational insights.

Low-Code/No-Code FAQs

▸ How do low-code/no-code tools help with this integration?
Low-code/no-code tools empower business users and citizen integrators to design, build, and modify Epicor P21 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.

Error Handling FAQs

▸ What happens if there's an error during data transfer between P21 and Heartland?
The iPaaS implements a robust error handling strategy. This includes automated retries with exponential backoff for transient errors, dead-letter queues for messages that cannot be processed, configurable alerts to notify relevant teams, and centralized logging for auditing and troubleshooting. AI can also assist in triaging and suggesting resolutions for common exceptions.

Customization & Legacy FAQs

▸ Can I integrate Heartland with my custom P21 modules or legacy systems?
Yes, a modern iPaaS is designed for this flexibility. While Epicor P21 and Heartland offer standard APIs, an iPaaS can bridge the gap to custom P21 modules or legacy systems using various adapters, custom connectors, and robust data transformation capabilities. It can also handle different communication protocols required by older systems.
Next Steps

See Epicor P21 + 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 P21 + 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 P21 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 P21 + 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 P21 + 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 P21 + 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