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Seamless Epicor P21 & Stripe Integration: Automate Payments, Boost Efficiency

Unify your ERP and payment processing for real-time financial reconciliation, accelerated cash flow, and reduced manual effort with an AI-powered iPaaS.

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The Challenge

The Disconnect: Manual Payments & ERP Reconciliation Headaches

Businesses relying on Epicor P21 for their core accounting and ERP often face significant challenges when integrating with modern payment gateways like Stripe. The manual processes required to bridge these systems lead to inefficiencies, errors, and delayed financial insights.

  • Manual data entry of Stripe transactions into Epicor P21
  • Time-consuming and error-prone reconciliation of Stripe payouts to the General Ledger
  • Delayed visibility into cash flow and revenue recognition
  • Inconsistent customer data between payment and ERP systems
  • Lack of real-time sales order updates post-payment
  • Challenges in automating refunds and credit memos
  • Risk of PCI compliance gaps and data security vulnerabilities
Integration Diagram
Solution Illustration
The Solution

Automate & Optimize: Epicor P21 & Stripe Integration with iPaaS

Our AI-powered iPaaS solution provides a robust, low-code platform to seamlessly connect Epicor P21 and Stripe. It automates every step of your financial workflow, ensuring real-time data flow, accurate reconciliation, and a unified view of your business operations.

  • Real-time payment processing and sales order creation
  • Automated Stripe payout and fee reconciliation to Epicor P21 GL
  • Bi-directional customer and invoice synchronization
  • Refund and credit memo automation
  • Subscription billing lifecycle management
Implementation Timeline

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

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Real-time payment processing and sales order creation
  • Automated Stripe payout and fee reconciliation to Epicor P21 GL
  • Bi-directional customer and invoice synchronization
  • Refund and credit memo automation
  • Subscription billing lifecycle management
  • AI-assisted data mapping and validation
  • Comprehensive error handling and alerting

Technical Integration Overview: Connecting Epicor P21 and Stripe

This integration leverages a modern iPaaS platform to serve as the intelligent middleware, orchestrating seamless, secure, and real-time data flow between Epicor P21's robust ERP capabilities and Stripe's agile payment processing. It combines API-first principles with event-driven architecture for maximum efficiency.

Data Flow Steps

**API Connectivity**: Establish secure, authenticated connections to Epicor P21's REST APIs (or SOAP/legacy where necessary) and Stripe's RESTful API.

**Webhook Listeners**: Configure iPaaS to act as a secure endpoint for Stripe webhooks, ensuring real-time capture of events like `charge.succeeded`, `charge.refunded`, `payout.paid`, and `customer.created/updated`.

**Data Ingestion**: Ingest raw data payloads from Stripe webhooks or API responses into the iPaaS.

**Transformation & Harmonization**: Utilize the iPaaS's visual mapping and transformation engine to convert Stripe's data structures into a canonical format, then into Epicor P21's required schema. This includes complex logic for line items, GL account mapping, and currency conversion.

**Business Logic & Validation**: Implement business rules (e.g., tax calculations, credit limit checks) and data validation within the iPaaS before data is committed to Epicor P21.

**Orchestration & Routing**: Design multi-step workflows to route data to appropriate Epicor P21 endpoints (e.g., `/api/v1/salesorders`, `/api/v1/customers`, `/api/v1/gltransactions`) based on the event type and business logic.

**Error Handling & Reconciliation**: Implement robust error handling (retries, dead-letter queues, alerts) and reconciliation mechanisms to ensure data integrity and traceability.

**Deployment & Monitoring**: Deploy the integration workflows across Dev, QA, and Production environments, with continuous monitoring and performance dashboards.

Data Touchpoints

Stripe `Charge` -> Epicor P21 `Sales Order`, `Invoice`, `General Ledger Entry`
Stripe `Refund` -> Epicor P21 `Invoice` (Credit Memo), `General Ledger Entry`
Stripe `Customer` -> Epicor P21 `Customer`
Stripe `PaymentIntent` -> Epicor P21 `Sales Order` (pre-capture status)
Stripe `Payout` & `BalanceTransaction` -> Epicor P21 `General Ledger Entry`
Stripe `Invoice` (Billing) -> Epicor P21 `Invoice`, `General Ledger Entry`

"Stripe (Event/API) --> iPaaS (Webhook Listener / API Call) --> iPaaS (Data Transformation, Business Logic, Validation) --> Epicor P21 (API) --> (Optional) iPaaS (Status Update / Error Handling) --> Source System / Alerting"

Pricing

Simple, transparent pricing for Epicor P21 + Stripe.

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

Seamless data flow between Epicor P21 and Stripe hinges on accurate and intelligent mapping of core business entities. Our iPaaS facilitates this with visual tools and AI assistance, ensuring data integrity and consistency.

Customer

Synchronizes customer records between Stripe for payment processing and Epicor P21 for sales, invoicing, and relationship management.

Epicor P21 Fields

`CustomerID` (Key, P21) `Name` `Address1`, `City`, `State`, `Zip` `Phone` `Email` `TermsCode` `CreditLimit` `SalesRepID`

Stripe Fields

`id` (Key, Stripe) `email` `name` `description` `address` (nested object) `phone` `metadata` (for P21 CustomerID)

Mapping Notes

Stripe `id` maps to a custom field in P21 or `metadata` in P21 if P21 is source of truth. P21 `CustomerID` is stored in Stripe `customer.metadata`. Address fields require careful mapping of nested objects. Deduplication logic is crucial.

Next Steps

See Epicor P21 + Stripe 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

Automate the entire lifecycle of an online sales order from successful payment in Stripe to sales order and invoice creation in Epicor P21, ensuring real-time inventory allocation and fulfillment.

Integration Steps:

  1. 0 Customer places order and pays via Stripe.
  2. 1 Stripe `charge.succeeded` webhook received by iPaaS.
  3. 2 iPaaS extracts `Charge` and `Customer` details, including `metadata` for eCommerce Order ID.
  4. 3 iPaaS maps data to create/update `Customer` and create `Sales Order` in Epicor P21.
  5. 4 Epicor P21 allocates `Inventory Item` and initiates `Shipment` process.
  6. 5 P21 generates `Invoice` and posts to GL.
  7. 6 Order status and tracking information updated in eCommerce platform via iPaaS.

Business Outcome

Accelerated order fulfillment, real-time revenue recognition, accurate inventory management, reduced manual order entry errors, and improved customer satisfaction.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Cash Flow & Financial Close
Automate payment processing and GL reconciliation to reduce the time from transaction to cash availability and speed up month-end close cycles.
Eliminate Manual Errors & Rework
Automated data synchronization and AI-driven validation drastically reduce human error in data entry and reconciliation, improving data integrity.
Real-time Financial Visibility
Gain immediate insights into sales, payments, refunds, and payouts, enabling faster, more informed business decisions.
Boost Operational Efficiency
Free up valuable accounting and operations staff from tedious manual tasks, allowing them to focus on strategic initiatives.
Enhanced Security & Compliance
Leverage secure API connections, webhook signature verification, and PCI-compliant data handling to protect sensitive financial information.
Improved Customer Experience
Faster order processing, accurate billing, and seamless refund management lead to higher customer satisfaction.
✨

Accelerated Cash Flow & Financial Close

30-50% Reduction in Financial Close Time

📋 What You Get

Automate payment processing and GL reconciliation to reduce the time from transaction to cash availability and speed up month-end close cycles.

💼 Business Impact

This benefit directly contributes to 30-50% improvement in Reduction in Financial Close Time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor P21 + Stripe 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 Stripe, 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 + Stripe 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 Stripe.
GET, POST, PUT /api/v1/salesorders Create sales orders in P21 from Stripe payments, update order status, retrieve order details for fulfillment.
GET, PUT /api/v1/inventory Query real-time stock levels, update inventory quantities (e.g., from WMS or adjustments), and manage availability.
GET, POST /api/v1/invoices Create Accounts Receivable invoices (often generated from Sales Orders), retrieve invoice details for payment reconciliation, create credit memos.
POST /api/v1/gltransactions Post general ledger transactions for financial integration and reporting, especially for Stripe payouts and fees.

⚡ Transformation Logic

  • **Currency Conversion**: Convert Stripe's `amount` (in cents) to Epicor P21's standard currency format and decimal precision.
  • **Data Type Coercion**: Ensure string, numeric, and date formats align with Epicor P21's schema requirements.
  • **Conditional Mapping**: Apply specific `GLAccountID`s based on Stripe `BalanceTransaction.type` (e.g., `charge` vs. `fee`).
  • **Field Concatenation/Splitting**: Combine multiple Stripe fields into a single P21 field (e.g., first name + last name) or split P21 fields for Stripe.
  • **Lookup Tables**: Use internal lookup tables within iPaaS for mapping product SKUs, tax codes, or payment terms between systems.
  • **Metadata Enrichment**: Add P21 `CustomerID` or `OrderNum` to Stripe `metadata` for future reconciliation.
  • **Line Item Parsing**: Extract detailed `OrderLines` from Stripe `description` or `metadata` if not provided explicitly.

🛡️ Error Handling

  • Stripe webhook delivery failure: Handled by Stripe's retry mechanism and iPaaS idempotency.
  • P21 API downtime/unavailability: iPaaS queues messages and retries when P21 is back online.
  • Invalid data from Stripe: AI-assisted validation flags issues; dead-letter queue for manual review.
  • P21 API rate limit exceeded: iPaaS implements exponential backoff and intelligent queuing.
  • Network latency issues: Configured timeouts and retries for API calls.
Pricing

Simple, transparent pricing for Epicor P21 + Stripe.

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 Stripe?
The most effective way is to leverage a modern iPaaS (Integration Platform as a Service). It provides pre-built connectors, robust visual mapping tools, and orchestration capabilities to handle real-time synchronization of payments, refunds, invoices, and customer data, often using API-first and event-driven methods via Stripe webhooks.

Low-Code/No-Code FAQs

▸ Can I automate complex workflows involving Epicor P21 and Stripe 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 workflows involving Epicor P21 and Stripe. This significantly reduces development time and IT dependency for common automations like order processing, invoice matching, or payout reconciliation.

AI & Automation FAQs

▸ How does AI enhance Epicor P21 and Stripe integrations?
AI can augment these integrations by providing intelligent capabilities such as automated anomaly detection in transaction data, AI-assisted data mapping suggestions for new fields, predictive exception handling, and intelligent routing of workflows. This reduces manual intervention, improves data quality, and provides proactive operational insights for financial reconciliation and fraud prevention.

Security & Compliance FAQs

▸ How do I ensure data security and PCI compliance during Epicor P21 and Stripe integrations?
Prioritize using secure authentication methods (OAuth 2.0/API keys), enforce data encryption in transit (TLS 1.2+) and at rest, and implement granular role-based access control for API users. Crucially, leverage Stripe's tokenization to avoid storing raw card data on your servers, minimizing your PCI compliance scope. Your iPaaS should also verify Stripe webhook signatures and comply with industry security standards.

Inventory Management FAQs

▸ Is it possible to synchronize inventory levels based on Stripe orders in real-time?
Yes, through an iPaaS, a successful Stripe payment event (`charge.succeeded`) can trigger a real-time workflow to create a `Sales Order` in Epicor P21. This `Sales Order` then drives inventory allocation within P21, ensuring that stock levels are immediately updated and preventing overselling, especially when integrated with an eCommerce platform.

Data Mapping FAQs

▸ What role does Stripe's `metadata` play in this integration?
Stripe's `metadata` field is critical for storing custom, non-sensitive information on Stripe objects. It's best practice to use `metadata` to store unique identifiers from Epicor P21 (e.g., P21 `OrderNum` on a Stripe `Charge`, P21 `CustomerID` on a Stripe `Customer`). This facilitates cross-system lookup and reconciliation, making it easy to link Stripe transactions back to their corresponding records in P21.

Error Handling FAQs

▸ How can I manage integration errors and failures between Epicor P21 and Stripe?
A robust iPaaS implements a comprehensive error handling strategy. This includes automatic retries with exponential backoff for transient errors, dead-letter queues for persistent failures, centralized logging of all API responses, and automated alerts to notify relevant teams of critical issues. AI can also assist in triaging and suggesting resolutions for common exceptions, minimizing manual intervention.

Governance FAQs

▸ What kind of governance is needed for Epicor P21 and Stripe integrations?
Effective governance includes establishing a clear integration strategy, defining data ownership, implementing a Dev-QA-Prod environment promotion process with version control for integration flows, comprehensive monitoring, and regular auditing of integration performance and security. This ensures reliability, scalability, and compliance across all your financial workflows.
Next Steps

See Epicor P21 + Stripe 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 + Stripe 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 Stripe, 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 + Stripe 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 + Stripe.

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 + Stripe 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