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Connect™

Unify Epicor P21 & Vantiv: Master Your Order-to-Cash Cycle

Automate Payment Processing, Accelerate Financial Reconciliation, and Ensure PCI Compliance with Seamless ERP Integration.

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The Challenge

The Disconnected Payment & ERP Reality

Without a robust integration, managing payments with Vantiv and financial records in Epicor P21 becomes a complex, error-prone, and resource-intensive challenge. Businesses face significant hurdles that hinder growth and financial accuracy.

  • Manual data entry leads to reconciliation discrepancies and delays.
  • Slow payment processing impacts cash flow and customer satisfaction.
  • Fragmented customer data across payment and ERP systems.
  • High PCI compliance burden due to handling raw card data.
  • Lack of real-time visibility into payment statuses and financial health.
  • Inefficient refund and dispute management processes.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Epicor P21 & Vantiv with a Modern iPaaS

Our AI-powered iPaaS (Integration Platform as a Service) provides the robust, low-code solution you need to bridge the gap between Epicor P21 and Vantiv. Experience automated payment workflows, real-time data synchronization, and a unified view of your financial operations.

  • Pre-built connectors for Epicor P21 and Vantiv APIs
  • Visual drag-and-drop workflow builder
  • AI-assisted data mapping and transformation
  • Real-time event-driven processing (webhooks)
  • Automated financial reconciliation engine
Implementation Timeline

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

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Pre-built connectors for Epicor P21 and Vantiv APIs
  • Visual drag-and-drop workflow builder
  • AI-assisted data mapping and transformation
  • Real-time event-driven processing (webhooks)
  • Automated financial reconciliation engine
  • Secure tokenization for PCI DSS compliance
  • Centralized error handling and monitoring dashboards
  • Scalable architecture for high transaction volumes

Technical Integration Details: Epicor P21 & Vantiv

The integration between Epicor P21 and Vantiv is orchestrated via a robust iPaaS platform, leveraging native APIs, webhooks, and advanced data transformation capabilities to ensure secure, reliable, and real-time data exchange.

Data Flow Steps

**Secure API Connectivity**: Establish secure, authenticated connections to both Epicor P21's REST APIs (or other interfaces) and Vantiv's RESTful APIs using OAuth 2.0 or API keys.

**Event-Driven Triggers**: Configure webhooks from Vantiv (e.g., for transaction status updates, settlement notifications) and/or use change data capture (CDC) or scheduled polling from Epicor P21 for specific data changes.

**Data Extraction & Transformation**: Extract relevant data entities (e.g., Sales Order from P21, Transaction from Vantiv). Apply necessary transformations and enrichments using the iPaaS's visual mapping engine, ensuring data conforms to the target system's schema.

**Business Logic & Orchestration**: Implement conditional logic, error handling, and multi-step workflows within the iPaaS. For example, if a Vantiv payment fails, the iPaaS can trigger an alert in P21 and initiate a dunning process.

**Data Loading & Synchronization**: Load transformed data into the target system via its respective API. For instance, post a new Sales Order to P21 after successful Vantiv payment, or update a P21 Invoice status based on a Vantiv refund event.

**Error Handling & Monitoring**: Implement robust error handling (retries, dead-letter queues) and continuous monitoring through centralized dashboards to ensure data integrity and operational continuity.

Data Touchpoints

Epicor P21: Customer, Sales Order, Inventory Item, Invoice (AR/AP), General Ledger Entry, Vendor, Price List.
Vantiv: Transaction, PaymentMethod, Customer, Order, SettlementBatch, Refund, Dispute, FraudEvent.

"Epicor P21 <-> iPaaS <-> Vantiv. Data flows include: P21 Sales Order/Customer -> iPaaS -> Vantiv (Payment Request/Tokenization). Vantiv (Payment Response/Settlement Report) -> iPaaS -> P21 (Invoice/GL Entry/Customer Update)."

Pricing

Simple, transparent pricing for Epicor P21 + Vantiv.

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

Seamless data flow relies on precise mapping between Epicor P21 and Vantiv entities. Our iPaaS provides intelligent tools to ensure accuracy and consistency, even with complex data structures.

Customer

Synchronizes customer records for a unified view across sales, payments, and accounting.

Epicor P21 Fields

CustomerID Name Address1 City State Zip Phone Email TermsCode CreditLimit

Vantiv Fields

customerId email firstName lastName billingAddress shippingAddress phone customerVaultId

Mapping Notes

Map P21's `CustomerID` to Vantiv's `customerId` for consistent linking. Store Vantiv's `customerVaultId` (containing payment tokens) in P21 or CRM for recurring billing references, never raw card details.

Next Steps

See Epicor P21 + Vantiv 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 creation, secure payment processing, to fulfillment and financial posting in Epicor P21.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Payment details securely sent to Vantiv for authorization/capture via iPaaS.
  3. 2 Vantiv returns payment token and status to iPaaS.
  4. 3 iPaaS creates Sales Order in Epicor P21, associating Vantiv transaction ID.
  5. 4 Inventory levels updated in P21; order fulfillment process triggered.
  6. 5 Payment status reflected in eCommerce and P21 in real-time.

Business Outcome

Reduced manual order entry, faster order fulfillment, real-time inventory accuracy, accelerated 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.

Accelerate Cash Flow
Automate payment capture and real-time posting to Epicor P21, significantly reducing payment-to-cash cycle times.
Eliminate Reconciliation Errors
Automate matching of Vantiv settlement data with Epicor P21 GL entries, virtually eliminating manual reconciliation discrepancies.
Ensure PCI Compliance
Leverage Vantiv's tokenization services, ensuring sensitive cardholder data never touches your Epicor P21 or internal systems, simplifying PCI DSS adherence.
Boost Operational Efficiency
Automate manual data entry and repetitive tasks across sales, finance, and customer service, freeing up valuable resources.
Gain Real-time Financial Visibility
Access up-to-the-minute payment statuses, outstanding balances, and reconciliation insights directly within Epicor P21.
Improve Customer Experience
Faster order processing, quicker refunds, and accurate payment information lead to higher customer satisfaction.
✨

Accelerate Cash Flow

25% faster Order-to-Cash Cycle

📋 What You Get

Automate payment capture and real-time posting to Epicor P21, significantly reducing payment-to-cash cycle times.

💼 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 + Vantiv 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 Vantiv, 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 + Vantiv 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) between P21 and Vantiv/CRM.
GET, POST, PUT /api/v1/salesorders Create sales orders in P21 from eCommerce after Vantiv payment, update order status.
GET, PUT /api/v1/inventory Query real-time stock levels and update quantities post-sale.
GET, POST /api/v1/invoices Create AR invoices in P21 based on Vantiv captures, retrieve details for reconciliation.
POST /api/v1/gltransactions Post general ledger entries derived from Vantiv settlement reports.

⚡ Transformation Logic

  • **Currency Conversion**: Handle multi-currency transactions, converting Vantiv amounts to P21's base currency if necessary.
  • **Data Normalization**: Standardize address formats, date/time stamps, and product descriptions.
  • **Attribute Mapping**: Map specific fields (e.g., Vantiv `cardType` to P21 custom payment method field).
  • **Conditional Logic**: Apply rules like 'if Vantiv status = 'FAILED', then update P21 Sales Order status to 'Payment Failed' and notify sales.'
  • **Data Enrichment**: Add additional context from P21 (e.g., Sales Rep ID) to Vantiv transaction metadata for reporting.

🛡️ Error Handling

  • Vantiv API unavailable: iPaaS retries with exponential backoff.
  • Invalid data from eCommerce for P21: iPaaS logs error, sends to dead-letter queue, notifies admin.
  • P21 `PartNum` not found during order creation: iPaaS flags, potentially creates a manual task in P21.
  • Vantiv payment declined: iPaaS updates P21 Sales Order, triggers email to customer.
Pricing

Simple, transparent pricing for Epicor P21 + Vantiv.

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

▸ Why integrate Epicor P21 with Vantiv?
Integrating Epicor P21 with Vantiv automates your entire payment lifecycle, from secure payment processing and order fulfillment to financial reconciliation. This eliminates manual data entry, reduces errors, accelerates cash flow, ensures PCI compliance, and provides real-time financial visibility.

Security & Compliance FAQs

▸ How does this integration handle PCI DSS compliance?
The integration leverages Vantiv's tokenization services. Sensitive cardholder data is sent directly to Vantiv for processing, and Vantiv returns a non-sensitive token. This token is stored in Epicor P21 or your CRM, ensuring raw card data never touches your internal systems and significantly reducing your PCI DSS scope and compliance burden.

Workflows FAQs

▸ Can I automate financial reconciliation between Vantiv settlements and Epicor P21's General Ledger?
Absolutely. Our iPaaS fully automates this process. It retrieves daily settlement reports from Vantiv, parses transaction data and fees, applies predefined mapping rules, and automatically generates accurate journal entries in Epicor P21's General Ledger, streamlining your financial close and minimizing manual effort.
▸ Can I synchronize inventory levels based on Vantiv payments?
Yes. Upon successful payment capture via Vantiv, the iPaaS can trigger real-time updates to Epicor P21's inventory levels, ensuring accurate stock visibility across all sales channels and preventing overselling.

Data Flow FAQs

▸ What kind of data flows between Epicor P21 and Vantiv?
Key data flows include: Sales Order details from P21 (or eCommerce) to Vantiv for payment authorization/capture; Vantiv transaction statuses and tokens back to P21 for order updates and invoice linking; Vantiv settlement reports to P21 for General Ledger entries; and customer payment method tokens (secured) for recurring billing.

AI Features FAQs

▸ How does AI enhance this integration?
AI augments the integration by providing intelligent capabilities such as AI-assisted data mapping suggestions, automated anomaly detection in reconciliation data, predictive fraud alerts based on Vantiv transactions, and intelligent routing of workflows for exception handling. This reduces manual intervention, improves data quality, and provides proactive operational insights.

Implementation FAQs

▸ Is custom code required for this integration?
No. Our modern iPaaS offers low-code/no-code tools that empower business users and analysts to design, build, and deploy complex workflows involving Epicor P21 and Vantiv without writing custom code. This significantly reduces development time, IT dependency, and maintenance overhead.

Error Handling FAQs

▸ How are errors and failed transactions handled?
The iPaaS implements a robust error handling strategy. This includes automatic retries with exponential backoff for transient errors, centralized logging of all API responses, and routing of persistent failures to a dead-letter queue for manual investigation. Automated alerts notify relevant teams immediately of critical payment failures or reconciliation discrepancies.
Next Steps

See Epicor P21 + Vantiv 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 + Vantiv 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 Vantiv, 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 + Vantiv 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 + Vantiv.

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 + Vantiv 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