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Connect™

Epicor Prophet21 & Heartland | + Payments, POS & ERP Sync Integration

Clarity Connect™ integrates Epicor Prophet21 & Heartland | with Payments, POS & ERP Sync, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Epicor Prophet21 & Heartland | and Payments, POS & ERP Sync through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Epicor Prophet21 & Heartland | and Payments, POS & ERP Sync.

  • Map custom fields in Epicor Prophet21 (e.g., custom order attributes, customer segments) to corresponding custom fields or metadata in Heartland for enriched data synchronization.
  • Extend Heartland's 'Payment Transaction' entity with custom metadata from Prophet21 (e.g., internal project codes, sales rep IDs) for enhanced reporting.
Implementation Timeline

Go live with Epicor Prophet21 & Heartland | + Payments, POS & ERP Sync 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 Prophet21 & Heartland | and Payments, POS & ERP Sync, 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 Prophet21 & Heartland | + Payments, POS & ERP Sync deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Map custom fields in Epicor Prophet21 (e.g., custom order attributes, customer segments) to corresponding custom fields or metadata in Heartland for enriched data synchronization.
  • Extend Heartland's 'Payment Transaction' entity with custom metadata from Prophet21 (e.g., internal project codes, sales rep IDs) for enhanced reporting.

Robust Integration Architecture: Epicor Prophet21 & Heartland

Our integration architecture is built on a modern iPaaS foundation, ensuring scalability, security, and real-time data exchange between Epicor Prophet21 and Heartland. It leverages an event-driven paradigm for immediate responses to business changes.

Data Flow Steps

Event-Driven Architecture (EDA): Utilize Heartland webhooks for real-time updates (e.g., new payment, refund, settlement posted) to trigger immediate actions in Prophet21.

Canonical Data Model: Define a standardized data model for common entities (Customer, Order, Payment Transaction) within the iPaaS to simplify mapping and ensure consistency.

API-First Approach: Prioritize API-based integrations for both systems, falling back to other methods (e.g., SFTP for bulk data) only when necessary.

Micro-integrations: Break down complex workflows into smaller, manageable, and independently deployable integration flows.

Idempotent Operations: Design integrations to handle duplicate messages gracefully, preventing unintended side effects if retries occur.

Data Touchpoints

iPaaS Core Engine: Orchestrates workflows, manages connectors, and executes transformation logic.
Epicor Prophet21 Connector: Pre-built, optimized adapter for Prophet21 APIs (or other connectivity methods).
Heartland Connector: Pre-built, optimized adapter for Heartland APIs and webhooks.
Data Transformation & Mapping Engine: Visual interface for designing data mappings and applying business rules.
Event Bus/Message Queue: Handles asynchronous communication and ensures reliable message delivery.
API Gateway & Security Layer: Manages authentication, authorization, rate limiting, and encryption.
Monitoring & Alerting Module: Provides dashboards, logs, and notification capabilities.
AI Co-pilot: Assists with mapping, validation, anomaly detection, and workflow generation.

"Conceptual diagram shows Epicor Prophet21 and Heartland as core systems, with the iPaaS acting as the central orchestration layer. External systems (eCommerce, CRM, HRIS) connect to the iPaaS, which then manages data flow, transformation, and error handling to and from Prophet21 and Heartland. Webhooks from Heartland feed events into the iPaaS; APIs are used for data retrieval and updates."

Pricing

Simple, transparent pricing for Epicor Prophet21 & Heartland | + Payments, POS & ERP Sync.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /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 Prophet21 & Heartland |

Integrating Epicor Prophet21 & Heartland | 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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Payment Transaction

Seamlessly transfer individual payment transactions from Heartland to Epicor Prophet21 for accurate general ledger posting and reconciliation.

Epicor Prophet21 & Heartland | Fields

Journal Entry (Sales Revenue, Cash/Bank Account, Taxes Payable) Customer Payment Sales Order Payment Status

Payments, POS & ERP Sync Fields

transactionId amount currency transactionType status cardType last4 timestamp orderId customerId

Mapping Notes

Map Heartland's 'transactionType' (e.g., 'sale', 'refund', 'authorization') to corresponding Prophet21 financial transaction types or journal entry categories. Ensure `orderId` and `customerId` link to existing records in Prophet21.

Next Steps

See Epicor Prophet21 & Heartland | + Payments, POS & ERP Sync integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Integration Steps:

Business Outcome

Frequency

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose

Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts to Prophet21's base currency, if Heartland processes in multiple currencies.
  • Tax Harmonization: Standardize tax calculations or map Heartland's tax components to Prophet21's tax codes.
  • Status Mapping: Translate Heartland's transaction statuses (e.g., 'captured', 'refunded') to Prophet21's payment or order statuses.
  • Data Aggregation: Consolidate multiple Heartland 'Payment Transactions' into daily 'Settlement Batches' for Prophet21's GL.
  • Address Standardization: Normalize customer address formats for consistency across both systems.
  • Product SKU Matching: Ensure `sku` from Heartland maps accurately to `ItemNumber` in Prophet21, handling variations or aliases.

🛡️ Error Handling

  • Heartland API Down/Unresponsive: iPaaS implements exponential backoff retries and circuit breakers, queuing messages until the API recovers.
  • Invalid Data Format: Data validation rules prevent malformed data from reaching Prophet21; erroneous messages are sent to a dead-letter queue for review.
  • Duplicate Transaction: Idempotent API calls and deduplication logic prevent re-processing of already recorded 'Payment Transactions' in Prophet21.
  • Prophet21 Record Not Found: If a `customerId` or `orderId` from Heartland doesn't exist in Prophet21, the iPaaS can trigger a 'create new record' flow or flag for manual review.
  • Network Latency: Asynchronous processing and message queues absorb latency spikes, ensuring eventual consistency without disrupting real-time operations.
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

What kind of systems can Heartland integrate with?
Heartland can integrate with a wide range of business systems including ERPs like Epicor Prophet21, eCommerce platforms (Shopify, BigCommerce), CRM systems (Salesforce, HubSpot), accounting software (QuickBooks, Xero), HRIS platforms, inventory management systems, and custom applications, primarily through its robust APIs and event-driven architecture facilitated by an iPaaS.

Benefits FAQs

How does iPaaS improve Heartland's payment processing integration with Epicor Prophet21?
iPaaS enhances Heartland's payment processing integration by providing real-time data synchronization, automated transaction routing, centralized error handling, and robust data mapping capabilities. This ensures secure, compliant, and accurate flow of payment data from Heartland to Epicor Prophet21 for accounting, reducing manual reconciliation and improving financial reporting speed.

Use Cases FAQs

Can I automate my Heartland POS inventory updates with Epicor Prophet21?
Yes, absolutely. Using an iPaaS, you can create real-time or near real-time automation workflows to synchronize inventory levels between your Heartland POS system and Epicor Prophet21. This prevents overselling, reduces stockouts, and ensures customers always see accurate product availability across all sales channels.

Security & Compliance FAQs

Are Heartland integrations with Epicor Prophet21 PCI DSS compliant?
Maintaining PCI DSS compliance is paramount for any system handling payment data. While Heartland itself is compliant, your integration strategy must also adhere to these standards. Using an iPaaS that supports tokenization, secure data encryption (TLS 1.2+), and audited access controls is crucial to ensure end-to-end compliance for all integrated workflows between Heartland and Epicor Prophet21.

Technology FAQs

How do low-code/no-code tools help with Epicor Prophet21 and Heartland integrations?
Low-code/no-code tools empower business users and citizen integrators to build, modify, and manage Prophet21-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 for Prophet21.

Challenges & Solutions FAQs

What are the common challenges when integrating Heartland with Epicor Prophet21?
Common challenges include ensuring real-time synchronization for high-volume transactions, managing complex data mapping between Heartland's payment/POS schemas and Prophet21's ERP structure, maintaining PCI DSS compliance across all touchpoints, handling API rate limits, and implementing robust error handling for critical financial data. A modern iPaaS addresses these by providing specialized connectors, data transformation tools, and governance features.

Error Handling FAQs

How do I handle errors and failed transactions in Heartland to Prophet21 integrations?
A robust integration strategy utilizes iPaaS capabilities for comprehensive error handling. This includes automated retries with exponential backoff for transient errors, dead-letter queues for messages that cannot be processed, configurable alerts for critical failures, and centralized logging for auditing and troubleshooting. AI can further assist by suggesting resolutions for recurring error patterns, ensuring data consistency in Epicor Prophet21.

AI & Innovation FAQs

What is AI-augmented integration for Heartland and Epicor Prophet21?
AI-augmented integration for Heartland and Epicor Prophet21 involves embedding artificial intelligence capabilities into your iPaaS workflows. This can include AI for automated transaction validation, anomaly detection for potential fraud in Heartland data, intelligent data mapping suggestions for Prophet21 fields, and autonomous handling of common exceptions, significantly reducing manual oversight and improving data quality across both systems.
Pricing

Simple, transparent pricing for Epicor Prophet21 & Heartland | + Payments, POS & ERP Sync.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /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 Prophet21 & Heartland | + Payments, POS & ERP Sync integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.