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Unlock Global Payment Automation: Epicor P21 & Payoneer Integration

Seamlessly connect your Epicor P21 ERP with Payoneer for automated mass payouts, real-time financial reconciliation, and simplified global vendor management – powered by AI and low-code.

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The Challenge

The Disconnect: Manual Global Payments & ERP Reconciliation Headaches

Managing international payments and reconciling them within Epicor P21 manually is a complex, error-prone, and time-consuming process. Businesses struggle with disparate systems, delayed financial visibility, and the administrative burden of cross-border transactions.

  • **Manual Payout Processing:** Manually initiating individual or mass payments through Payoneer, then updating Epicor P21 for each transaction.
  • **Reconciliation Nightmares:** Laboriously matching Payoneer transaction statements (payouts, fees, currency conversions) against Epicor P21's General Ledger.
  • **Delayed Financial Visibility:** Lack of real-time insight into global cash flow and payment statuses within P21, hindering accurate reporting.
  • **Vendor Onboarding Bottlenecks:** Separately creating vendor records in P21 and then setting them up as recipients in Payoneer, causing delays.
  • **Data Inconsistencies:** Discrepancies between P21 vendor data and Payoneer recipient information leading to payment failures and reconciliation errors.
  • **Compliance & Fraud Risks:** Difficulty in monitoring and auditing global transactions for compliance (KYC, AML) and detecting payment anomalies without automated checks.
Integration Diagram
Solution Illustration
The Solution

Seamless Global Financial Operations: Epicor P21 & Payoneer Integration

Our iPaaS-powered integration solution bridges the gap between Epicor P21 and Payoneer, automating your end-to-end global payment workflows. From vendor onboarding to mass payouts and real-time GL reconciliation, we ensure your financial data is accurate, timely, and compliant.

  • Automated AP Invoice-to-Payout Workflow
  • Real-time Payoneer Transaction to P21 GL Posting
  • Bi-directional Vendor & Recipient Synchronization
  • Multi-currency Payment & Reconciliation Handling
  • AI-enhanced Fraud Detection & Anomaly Alerts
Implementation Timeline

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

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Automated AP Invoice-to-Payout Workflow
  • Real-time Payoneer Transaction to P21 GL Posting
  • Bi-directional Vendor & Recipient Synchronization
  • Multi-currency Payment & Reconciliation Handling
  • AI-enhanced Fraud Detection & Anomaly Alerts
  • Comprehensive Audit Trails & Reporting
  • Low-code Workflow Design & Customization

Deep Dive: Epicor P21 & Payoneer Technical Integration

Our iPaaS solution acts as the intelligent orchestration layer, connecting Epicor P21 and Payoneer through their respective APIs. This ensures secure, efficient, and real-time data exchange, transforming manual financial processes into automated, event-driven workflows.

Data Flow Steps

**Secure API Connectivity:** Establish authenticated connections to Epicor P21 and Payoneer using OAuth 2.0 and API keys, managed securely within the iPaaS.

**Event Listener/Polling:** Configure iPaaS to listen for events from Epicor P21 (e.g., new `Invoice` status, `Vendor` creation) or poll for changes. Similarly, register webhooks with Payoneer for real-time `Payout` status updates and `Transaction` notifications.

**Data Extraction:** Extract relevant data entities (e.g., P21 `Invoice`, `Vendor`; Payoneer `Payout`, `Transaction`) from the source system.

**Data Transformation & Harmonization:** Use the iPaaS's visual mapping canvas and transformation functions to convert data schemas, handle currency conversions, standardize formats, and enrich data as needed for the target system.

**Business Logic & Validation:** Apply conditional logic, validation rules (e.g., ensure `Amount` is positive, `RecipientID` is valid), and deduplication checks within the iPaaS before data is committed.

**Target System API Call:** Invoke the appropriate Payoneer or Epicor P21 API endpoint (e.g., Payoneer `/payouts` for mass payouts, P21 `/api/v1/gltransactions` for GL entries) with the transformed and validated payload.

**Error Handling & Retry:** Implement robust error handling (e.g., automatic retries with exponential backoff for transient errors, dead-letter queues for persistent failures) and logging.

**Status Update & Reconciliation:** Update the originating system with processing statuses (e.g., Payoneer `payoutId` in P21 `Invoice`) and trigger subsequent reconciliation workflows (e.g., posting Payoneer `Transaction` data to P21 `General Ledger Entry`).

**Monitoring & Alerts:** Continuously monitor integration health, performance, and data integrity through centralized dashboards and automated alerts.

Data Touchpoints

Epicor P21: Customer, Sales Order, Inventory Item, Purchase Order, Invoice (AR/AP), Shipment, General Ledger Entry, Product, Vendor, Price List
Payoneer: Payout, Recipient, Account (Payoneer Funding Account), Transaction, Statement, Payment Request, Fee, Exchange Rate, Invoice (External), Payment Method (Recipient)

"Epicor P21 (Invoice, Vendor) --> iPaaS (Extract, Transform, Validate, Orchestrate) --> Payoneer (Recipient, Payout) --[Webhook]--> iPaaS (Capture Status, Transaction) --> Epicor P21 (GL Entry, Status Update)"

Pricing

Simple, transparent pricing for Epicor P21 + Payoneer.

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 Field-Level Mappings

Our iPaaS provides a visual canvas for mapping critical entities between Epicor P21 and Payoneer, leveraging AI to suggest and validate complex transformations for accurate data synchronization.

Vendor / Recipient

Synchronizes supplier information from Epicor P21 to Payoneer for payment purposes, ensuring consistent payee data.

Epicor P21 Fields

{ "fieldName": "VendorID", "type": "string", "required": true, "notes": "P21's unique identifier for a supplier." } { "fieldName": "Name", "type": "string", "required": true, "notes": "Vendor's legal name." } { "fieldName": "Address1", "type": "string", "required": true } { "fieldName": "City", "type": "string", "required": true } { "fieldName": "State", "type": "string" } { "fieldName": "Zip", "type": "string", "required": true } { "fieldName": "Country", "type": "string", "required": true, "notes": "ISO 3166-1 alpha-2 code." } { "fieldName": "Phone", "type": "string" } { "fieldName": "Email", "type": "string", "required": true, "notes": "Primary contact email for Payoneer account." } { "fieldName": "TaxID", "type": "string", "notes": "Relevant tax identifier (e.g., TIN, VAT ID)." }

Payoneer Fields

{ "fieldName": "external_id", "type": "string", "required": true, "notes": "Your internal ID for the recipient, mapped from P21 VendorID." } { "fieldName": "email", "type": "string", "required": true } { "fieldName": "first_name", "type": "string" } { "fieldName": "last_name", "type": "string" } { "fieldName": "company_name", "type": "string", "notes": "Maps to P21 'Name' for business entities." } { "fieldName": "country", "type": "string", "required": true, "notes": "ISO 3166-1 alpha-2 code." } { "fieldName": "address_line1", "type": "string" } { "fieldName": "city", "type": "string" } { "fieldName": "state_province", "type": "string" } { "fieldName": "zip_code", "type": "string" } { "fieldName": "phone_number", "type": "string" } { "fieldName": "tax_id", "type": "string" }

Mapping Notes

P21 `VendorID` is crucial for `external_id` in Payoneer for traceability. Ensure `Name` maps correctly to `company_name` or `first_name`/`last_name` based on vendor type (individual vs. company). `Email` is critical for Payoneer account identification. Country codes must be harmonized.

Next Steps

See Epicor P21 + Payoneer 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.

Automated AP Invoice to Global Payout & GL Posting

Streamline your Accounts Payable process by automating the payment of approved invoices in Epicor P21 directly through Payoneer, with subsequent automatic reconciliation to the General Ledger.

Integration Steps:

  1. 0 **P21 Invoice Approval:** An AP Invoice in Epicor P21 reaches an 'Approved for Payment' status.
  2. 1 **Data Extraction & Transformation:** The iPaaS extracts `Invoice` details (e.g., `InvoiceNum`, `VendorID`, `InvoiceTotal`, `Currency`) from P21 and transforms them into Payoneer `Payout` request format.
  3. 2 **Recipient Verification/Creation:** The `VendorID` from P21 is used to look up or create a `Recipient` in Payoneer. If a recipient doesn't exist, a new one is provisioned using P21 `Vendor` data.
  4. 3 **Payoneer Payout Initiation:** A mass `Payout` (or individual payout) is initiated in Payoneer using the `/payouts` endpoint, referencing the P21 `InvoiceNum` as `client_reference_id` for traceability.
  5. 4 **Status Synchronization:** Payoneer `Payout` status updates (e.g., `PENDING`, `COMPLETED`, `FAILED`) are captured via webhooks or polling and updated in Epicor P21's `Invoice` or a custom payment status field.
  6. 5 **Transaction Reconciliation:** Upon `COMPLETED` status, the iPaaS retrieves the corresponding Payoneer `Transaction` data (including `Fees` and `ExchangeRate`).
  7. 6 **GL Entry Posting:** These `Transaction` details are mapped to Epicor P21's `General Ledger Entry` entity, and journal entries are automatically posted, classifying payouts and fees to correct GL accounts.

Business Outcome

Reduced AP processing time by 70%, eliminated manual GL data entry, improved cash flow visibility, and ensured timely payments to global suppliers.

Frequency

Event-driven (upon P21 invoice approval) or Scheduled Batch (daily/weekly for mass payouts)

Business Value

Key Integration Benefits

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

Accelerated Global Payouts
Automate the entire Accounts Payable payout cycle, from P21 invoice approval to Payoneer disbursement, drastically reducing manual effort and payment delays for vendors and freelancers worldwide.
Real-time Financial Reconciliation
Automatically post Payoneer transactions, fees, and currency conversions directly to Epicor P21's General Ledger, ensuring instant, accurate financial reporting and accelerating month-end close.
Enhanced Data Accuracy & Integrity
Eliminate manual data entry errors and ensure consistent, validated financial data flows between Epicor P21 and Payoneer, maintaining a single source of truth.
Simplified Global Vendor Management
Automate new vendor onboarding from P21 to Payoneer, streamlining recipient creation and ensuring payment readiness, improving vendor relationships and operational efficiency.
Proactive Fraud Detection & Compliance
Leverage AI-powered anomaly detection for payouts and maintain comprehensive audit trails, bolstering compliance with financial regulations and reducing fraud risks.
Reduced Operational Costs
By automating repetitive tasks, your finance team can reallocate time from manual data entry and reconciliation to strategic financial analysis, driving significant cost savings.
Agile Workflow Adaptation
Utilize low-code/no-code tools to quickly adapt and extend your integration workflows as business requirements or compliance regulations evolve, without relying on extensive IT resources.
✨

Accelerated Global Payouts

80% Reduction in manual payout processing time

📋 What You Get

Automate the entire Accounts Payable payout cycle, from P21 invoice approval to Payoneer disbursement, drastically reducing manual effort and payment delays for vendors and freelancers worldwide.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in manual payout processing time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor P21 + Payoneer 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 Payoneer, 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 + Payoneer 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/vendors Create and update vendor records in P21, retrieve vendor details for Payoneer recipient matching.
GET, POST, PUT /api/v1/invoices Query approved AP invoices in P21 to initiate Payoneer payouts, update invoice status post-payment.
POST /api/v1/gltransactions Post Payoneer transaction data as general ledger entries into P21 for reconciliation.
GET /api/v1/customers Retrieve customer data (if Payoneer is used for AR collections, e.g., Payment Requests).

⚡ Transformation Logic

  • **Currency Conversion:** Automatically convert P21 `InvoiceTotal` to Payoneer's required currency using real-time or cached exchange rates. Ensure `CurrencyCode` (P21) maps to `currency` (Payoneer) correctly.
  • **ID Mapping:** Map P21 `VendorID` to Payoneer `external_id` and then use `external_id` to retrieve/create `recipient_id`. Map P21 `InvoiceNum` to Payoneer `client_reference_id`.
  • **Date Formatting:** Standardize date formats (e.g., YYYY-MM-DD) across both systems.
  • **Conditional GL Mapping:** Use Payoneer `Transaction.type` (e.g., 'PAYOUT', 'FEE', 'RECEIVED_PAYMENT') to dynamically assign the correct `JournalCode` and `GLAccountID` in Epicor P21.
  • **Data Enrichment:** Concatenate P21 `InvoiceNum` and `VendorName` into Payoneer `Payout.description` for better context.

🛡️ Error Handling

  • **Insufficient Funds (Payoneer):** Payout fails, triggers alert, and updates P21 invoice status to 'Payment Failed'.
  • **Invalid Recipient (Payoneer):** Payout fails due to unverified or incorrect recipient. Triggers alert, logs details, and potentially creates a task for AP to correct vendor data in P21.
  • **P21 API Downtime:** iPaaS queues requests, implements retries, and alerts IT. Once P21 is back online, queued transactions are processed.
  • **Data Validation Failure (P21/Payoneer):** If a mapped field fails validation (e.g., invalid GLAccountID, missing mandatory field), the transaction is sent to a dead-letter queue for review, and an alert is sent.
Pricing

Simple, transparent pricing for Epicor P21 + Payoneer.

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.

Functionality FAQs

▸ What core financial processes does this integration automate?
This integration primarily automates global Accounts Payable (AP) workflows, including initiating mass payouts from Epicor P21 approved invoices via Payoneer, streamlining new vendor onboarding by creating Payoneer recipient accounts, and automatically posting all Payoneer transactions (payouts, fees, received payments) directly to Epicor P21's General Ledger for real-time reconciliation.

Technical FAQs

▸ How does the integration handle multi-currency payments and reconciliation?
The iPaaS intelligently manages multi-currency transactions. When initiating payouts, it ensures the correct currency is used for the Payoneer recipient. For reconciliation, it captures Payoneer's transaction currency and any associated exchange rates, then applies the necessary currency conversions to accurately post journal entries in Epicor P21's base currency, simplifying foreign exchange accounting.

Customization FAQs

▸ Can I customize the integration workflows without extensive coding?
Absolutely. Our solution leverages a low-code/no-code iPaaS, empowering business analysts and finance professionals to visually design, modify, and extend integration workflows using drag-and-drop tools. This significantly reduces reliance on IT and accelerates the adaptation of processes to unique business rules or evolving compliance requirements.

Security FAQs

▸ What security measures are in place for sensitive financial data?
Security is paramount. The integration employs end-to-end encryption (TLS 1.2+, AES-256) for all data in transit and at rest. It utilizes OAuth 2.0 for secure API authentication, implements strict role-based access control, IP whitelisting, and secure credential management. Comprehensive audit trails and AI-driven fraud detection further bolster the security posture, ensuring compliance with standards like PCI DSS and GDPR.

AI Features FAQs

▸ How does AI enhance the Epicor P21 and Payoneer integration?
AI significantly augments the integration by providing intelligent capabilities such as AI-assisted data mapping suggestions, automated anomaly detection for potential fraud in payouts, predictive exception handling for common errors, and intelligent routing of financial workflows. This reduces manual intervention, improves data quality, and provides proactive operational insights for better decision-making.

Performance FAQs

▸ Is real-time synchronization possible, or is it batch-based?
Both real-time and batch synchronization are supported, optimized for different use cases. Critical workflows like P21 invoice approval triggering a Payoneer payout or Payoneer payout status updates use event-driven, real-time synchronization via webhooks. Less time-sensitive data, such as comprehensive Payoneer statements for daily GL reconciliation, can be efficiently processed in optimized batches.

Error Handling FAQs

▸ What happens if an integration error occurs during a payout?
The integration incorporates robust error handling. Transient errors (e.g., temporary network issues) trigger automatic retries with exponential backoff. Persistent errors (e.g., invalid recipient, insufficient funds) are logged, routed to a dead-letter queue for detailed investigation, and trigger immediate alerts to the relevant finance or IT teams, ensuring no transaction is lost and issues are resolved promptly.

Compliance FAQs

▸ Can this integration help with audit and compliance reporting?
Yes, a core benefit. The integration creates comprehensive audit trails for every transaction and workflow change, logging data movements, transformations, and API calls. This granular visibility, combined with automated reconciliation and potentially AI-flagged anomalies, significantly simplifies audit processes and ensures adherence to financial regulations like KYC, AML, and internal controls.
Next Steps

See Epicor P21 + Payoneer 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 + Payoneer 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 Payoneer, 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 + Payoneer 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 + Payoneer.

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 + Payoneer 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