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Unlock Seamless Financial Automation: Epicor P21 & Payeezy Integration

Connect your ERP with secure payment processing for real-time order-to-cash, automated reconciliation, and enhanced financial accuracy, powered by AI-driven iPaaS.

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The Challenge

The Disconnected Reality of ERP & Payment Processing

Managing financial operations with disparate Epicor P21 and Payeezy systems leads to significant operational bottlenecks, data inconsistencies, and compliance risks. Without a robust integration, businesses struggle with manual processes that hinder growth and erode profitability.

  • **Manual Reconciliation Headaches:** Finance teams spend countless hours manually matching Payeezy payment settlements with Epicor P21 invoices and general ledger entries, leading to delays and errors.
  • **Delayed Order-to-Cash Cycle:** Lagging payment status updates from Payeezy to P21 delay order fulfillment, impacting customer satisfaction and cash flow.
  • **Inconsistent Customer & Order Data:** Discrepancies in customer profiles and order details across systems lead to poor data quality and a fragmented view of your business.
  • **PCI Compliance Burden:** Storing sensitive payment information outside of tokenized systems increases PCI DSS scope and security risks.
  • **Inefficient Refund & Chargeback Management:** Manual processing of refunds and chargebacks is time-consuming, prone to errors, and can escalate financial losses.
  • **Lack of Real-time Financial Visibility:** Inability to access up-to-the-minute revenue and transaction data hinders informed decision-making and forecasting.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Epicor P21 & Payeezy with an Intelligent iPaaS

Our AI-powered iPaaS provides a robust, low-code solution to bridge the gap between Epicor P21 and Payeezy. It orchestrates real-time, event-driven data flows, automating every step from secure payment capture to comprehensive financial reconciliation, ensuring your ERP always reflects accurate and up-to-date transaction data.

  • **End-to-End Order-to-Cash Automation:** From e-commerce checkout to P21 sales order, payment capture, and invoice generation.
  • **Real-time Payment & Refund Synchronization:** Instantly update Epicor P21 with Payeezy transaction statuses and automate credit memo creation.
  • **Automated Daily Settlement Reconciliation:** Fetch Payeezy settlement reports and match transactions against P21 records, posting directly to the GL.
  • **PCI DSS Compliance by Design:** Leverage Payeezy's tokenization services to minimize your PCI scope and secure sensitive payment data.
  • **AI-Enhanced Fraud & Chargeback Management:** Proactively detect anomalies and streamline chargeback dispute workflows.
Implementation Timeline

Go live with Epicor P21 + 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 P21 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 P21 + 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

  • **End-to-End Order-to-Cash Automation:** From e-commerce checkout to P21 sales order, payment capture, and invoice generation.
  • **Real-time Payment & Refund Synchronization:** Instantly update Epicor P21 with Payeezy transaction statuses and automate credit memo creation.
  • **Automated Daily Settlement Reconciliation:** Fetch Payeezy settlement reports and match transactions against P21 records, posting directly to the GL.
  • **PCI DSS Compliance by Design:** Leverage Payeezy's tokenization services to minimize your PCI scope and secure sensitive payment data.
  • **AI-Enhanced Fraud & Chargeback Management:** Proactively detect anomalies and streamline chargeback dispute workflows.
  • **Unified Customer & Order 360 View:** Maintain consistent customer profiles and order histories across both systems.

Epicor P21 & Payeezy: Robust Integration Architecture

Our integration solution orchestrates a seamless, secure, and scalable data flow between Epicor P21 and Payeezy. Leveraging an API-first, event-driven architecture, it ensures real-time synchronization of critical financial data, minimizing latency and maximizing operational efficiency.

Data Flow Steps

**1. Event Initiation:** A payment event occurs in Payeezy (e.g., authorization, capture, refund) or a financial event in Epicor P21 (e.g., invoice creation).

**2. iPaaS Listener/Trigger:** The iPaaS either receives a real-time webhook notification from Payeezy or polls Epicor P21 APIs for new/updated records.

**3. Data Extraction & Tokenization:** Relevant data is extracted from the source system. Sensitive payment data from Payeezy is always handled via tokenization.

**4. Canonical Data Model & Transformation:** Extracted data is mapped to a standardized canonical model within the iPaaS. AI-assisted mapping and low-code transformation rules are applied to align schemas between Epicor P21 and Payeezy.

**5. Validation & Enrichment:** Data undergoes validation checks (e.g., data types, mandatory fields) and enrichment (e.g., adding GL account codes) before reaching the target system.

**6. Target System Update:** The iPaaS invokes the appropriate API endpoint in Epicor P21 (e.g., `/salesorders`, `/invoices`, `/gltransactions`) or Payeezy (e.g., `/transactions/refund`) to create or update records.

**7. Error Handling & Monitoring:** Any failures are logged, alerts are triggered, and retry mechanisms are initiated. Centralized dashboards provide real-time visibility into integration health.

Data Touchpoints

**Epicor P21:** Customer, Sales Order, Inventory Item, Invoice (AR/AP), General Ledger Entry, Shipment, Product.
**Payeezy:** Payment Transaction, Customer, Order, Payment Method Token, Refund, Chargeback, Settlement Batch, Webhook Notification.

"Payeezy (Payment Transaction, Refund, Settlement Webhooks/APIs) <-> iPaaS (Data Transformation, Orchestration, AI-Mapping, Error Handling) <-> Epicor P21 (Sales Order, Invoice, Customer, GL Entry APIs)"

Pricing

Simple, transparent pricing for Epicor P21 + 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 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 Data Entities & Intelligent Mapping for Epicor P21 & Payeezy

Seamless integration relies on precise mapping and transformation of core business entities between Epicor P21 and Payeezy. Our iPaaS provides a visual, AI-assisted canvas to ensure data integrity and consistency across your financial landscape.

Payment Transaction (Payeezy) <=> Invoice (AR) / General Ledger Entry (P21)

The central entity representing a financial interaction (authorization, capture, sale, refund, void) in Payeezy, directly impacting Epicor P21's Accounts Receivable and General Ledger.

Epicor P21 Fields

InvoiceNum (from Sales Order) InvoiceDate CustomerID InvoiceTotal GLAccountID (for revenue, fees) PaymentTerms AppliedAmount BalanceDue

Payeezy Fields

transactionId amount currency transactionType transactionStatus orderId paymentMethodType timestamp fees (from settlement)

Mapping Notes

Map Payeezy's `transactionId` to a custom field or reference on the P21 'Invoice (AR)' for traceability. `amount` maps to `InvoiceTotal`. `transactionType` (e.g., 'sale', 'refund') dictates whether to create an AR Invoice or Credit Memo in P21. `fees` from settlement reports are posted as separate GL entries.

Next Steps

See Epicor P21 + 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.

E-commerce Order-to-Cash Automation

Automate the entire lifecycle from a customer placing an order on an e-commerce platform to the final payment capture via Payeezy and order fulfillment initiation in Epicor P21. This ensures real-time data flow, inventory updates, and financial accuracy.

Integration Steps:

  1. 0 Customer completes checkout on e-commerce site, payment processed by Payeezy.
  2. 1 Payeezy sends real-time webhook notification (Payment Transaction) to iPaaS.
  3. 2 iPaaS creates/updates 'Customer' and 'Sales Order' in Epicor P21.
  4. 3 iPaaS triggers 'Inventory Item' allocation in P21.
  5. 4 Payeezy captures payment, iPaaS posts corresponding 'Invoice (AR)' and 'General Ledger Entry' in P21.
  6. 5 P21 'Shipment' details are updated, and tracking info can be synced back to e-commerce.

Business Outcome

Reduced manual order entry, faster order fulfillment, improved inventory accuracy, real-time revenue recognition, 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
Automate payment capture and reconciliation to significantly reduce the order-to-cash cycle, improving liquidity and financial health.
Boost Operational Efficiency
Eliminate manual data entry, reduce human errors, and free up finance teams from tedious reconciliation tasks.
Ensure Financial Accuracy
Real-time data synchronization between Payeezy and Epicor P21 ensures your General Ledger is always up-to-date and accurate.
Enhance PCI Compliance & Security
Leverage Payeezy's tokenization to minimize your PCI DSS scope and protect sensitive payment card data with end-to-end encryption.
Proactive Fraud Prevention
Integrate Payeezy transaction data with AI for real-time anomaly detection, flagging suspicious activities before they cause losses.
Improve Customer Satisfaction
Faster order processing, quicker refunds, and accurate billing lead to a superior customer experience.
Gain Deeper Financial Insights
Harmonized data in Epicor P21, combined with Payeezy transaction details, enables comprehensive reporting and analytics.
✨

Accelerate Cash Flow

25% faster Order-to-Cash Cycle

📋 What You Get

Automate payment capture and reconciliation to significantly reduce the order-to-cash cycle, improving liquidity and financial health.

💼 Business Impact

This benefit directly contributes to 25% faster improvement in Order-to-Cash Cycle, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor P21 + 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 P21 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 P21 + 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, PUT /api/v1/customers Synchronize customer records (create new, update existing, query details) between P21 and Payeezy/eCommerce. Essential for linking payments to customer accounts.
GET, POST, PUT /api/v1/salesorders Create sales orders in P21 from e-commerce/POS after Payeezy payment, update order status, retrieve order details for fulfillment. Crucial for order-to-cash.
GET, PUT /api/v1/inventory Query real-time stock levels and update inventory quantities post-sale (triggered by Payeezy payment confirmation).
GET, POST /api/v1/invoices Create Accounts Receivable invoices (post-payment capture) and credit memos (post-refund) in P21. Retrieve invoice details for payment reconciliation.
POST /api/v1/gltransactions Post general ledger entries for payment captures, refunds, and daily settlement reconciliation. Critical for financial reporting.
GET, POST /api/v1/shipments Record shipment details and update order fulfillment status, which can be triggered by Sales Order payment status from Payeezy.

⚡ Transformation Logic

  • **Currency Conversion:** Automatically convert Payeezy transaction amounts to Epicor P21's base currency if different, applying real-time exchange rates.
  • **Status Mapping:** Map Payeezy `transactionStatus` (e.g., 'AUTHORIZED', 'CAPTURED', 'REFUNDED') to Epicor P21 `OrderStatus` and `InvoiceStatus` codes.
  • **GL Account Derivation:** Dynamically assign Epicor P21 `GLAccountID` based on Payeezy `transactionType`, `productCategory`, or `paymentMethodType` for accurate revenue and expense posting.
  • **Address Normalization:** Standardize customer billing and shipping addresses from Payeezy to conform to Epicor P21's address format requirements.
  • **Line Item Aggregation:** Consolidate multiple Payeezy order line items into Epicor P21 `Sales Order Lines`, ensuring `PartNum` and `Qty` accuracy.

🛡️ Error Handling

  • Payeezy transaction failure due to invalid card details: iPaaS marks P21 Sales Order as 'Payment Failed', triggers customer notification.
  • Epicor P21 API unavailable: iPaaS retries transaction with exponential backoff, queues messages if persistent, alerts IT.
  • Data validation error (e.g., invalid `PartNum` in P21): iPaaS routes to dead-letter queue, flags for manual correction, alerts finance/inventory teams.
  • Payeezy settlement reconciliation mismatch: iPaaS flags specific transactions, logs discrepancy, alerts finance for investigation.
Pricing

Simple, transparent pricing for Epicor P21 + 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.

Integration Strategy FAQs

▸ What is the best way to integrate Epicor P21 with Payeezy?
The most effective approach is to leverage a modern, AI-powered iPaaS (Integration Platform as a Service). It provides pre-built connectors, robust visual mapping tools, and orchestration capabilities to handle real-time synchronization of orders, payments, refunds, and settlement data between Epicor P21 and Payeezy using API-first and event-driven methods. This eliminates custom coding and accelerates deployment.

AI Capabilities FAQs

▸ How does AI enhance Epicor P21 and Payeezy integrations?
AI significantly augments integrations by providing intelligent capabilities such as automated anomaly detection in Payeezy transaction data (for fraud), AI-assisted data mapping suggestions for complex fields between systems, predictive exception handling, and intelligent routing of workflows. This reduces manual intervention, improves data quality, and provides proactive operational insights.

Low-Code/No-Code FAQs

▸ Can I automate complex financial workflows involving Epicor P21 and Payeezy without writing custom code?
Absolutely. Modern iPaaS platforms offer low-code/no-code tools that empower business analysts and power users to design, build, and deploy complex financial workflows involving Epicor P21 and Payeezy. This includes order processing, invoice matching, payment reconciliation, and refund management, significantly reducing development time and IT dependency.

Security & Compliance FAQs

▸ How do I ensure PCI DSS compliance when integrating Payeezy with Epicor P21?
Prioritize using Payeezy's tokenization services. This means sensitive customer card data is replaced with a non-sensitive token within your systems (and Epicor P21), drastically reducing your PCI DSS compliance scope. Additionally, enforce TLS 1.2+ encryption for all data in transit and implement granular role-based access control for API users.

Challenges FAQs

▸ What are the common challenges when integrating Epicor P21 with a payment gateway like Payeezy?
Common challenges include synchronizing transaction statuses in real-time, accurately mapping payment data to Epicor P21 ledger accounts, handling refunds and chargebacks consistently, ensuring data integrity across systems, managing API rate limits, and reconciling daily settlements. A robust iPaaS is designed to overcome these complexities.

Integration Architecture FAQs

▸ What is event-driven architecture and how does it apply to Epicor P21 and Payeezy integration?
Event-driven architecture means systems communicate by emitting and reacting to events. For Epicor P21 and Payeezy, this means Payeezy's webhooks send real-time notifications (events) to the iPaaS whenever a payment is authorized, captured, or refunded. The iPaaS then instantly triggers workflows to update Epicor P21, ensuring near real-time data synchronization and highly responsive operations, rather than relying on scheduled batch processes.

Error Handling FAQs

▸ How can I manage integration errors and failures for Epicor P21 and Payeezy?
Implement a robust error handling strategy within your iPaaS. This includes automatic retries with exponential backoff for transient errors, dead-letter queues for persistent failures, centralized logging for all API responses, and automated alerts to notify relevant teams. AI can further assist by triaging errors and suggesting resolutions for common exceptions.

Data Synchronization FAQs

▸ Is it possible to synchronize customer data between Epicor P21 and Payeezy?
Yes, an iPaaS can facilitate bi-directional customer synchronization. New customers created during a Payeezy transaction can be automatically added to Epicor P21, and updates to customer profiles in P21 (e.g., address changes) can be reflected in Payeezy or associated systems. Deduplication logic and conflict resolution are key for maintaining data consistency.
Next Steps

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