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Unlock Seamless Financial Operations: Epicor Prophet 21 & Payeezy Integration

Automate your entire payment lifecycle from order capture to reconciliation, enhance PCI compliance, and prevent fraud with real-time, AI-powered integration.

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The Challenge

The Disconnect: Manual Payments & Reconciliation Headaches

Without a robust integration, managing payments between your ERP and payment gateway leads to a cascade of inefficiencies, errors, and compliance risks. Manual processes are slow, costly, and prone to human error, hindering growth and financial accuracy.

  • Manual Data Entry & Reconciliation: Finance teams spend hours manually entering payment data from Payeezy into Epicor Prophet 21, leading to delays and errors in cash receipts and GL postings.
  • Delayed Order-to-Cash Cycle: Disconnected systems slow down payment processing and order fulfillment, impacting revenue recognition and customer satisfaction.
  • Increased PCI DSS Compliance Burden: Storing sensitive card data in multiple systems or handling it manually expands your compliance scope and risk.
  • Inefficient Refund & Chargeback Management: Processing refunds and managing chargebacks across disparate systems is complex, time-consuming, and can lead to financial discrepancies.
  • Lack of Real-time Financial Visibility: Delays in payment data synchronization mean Epicor Prophet 21 lacks up-to-the-minute insights into cash flow and transaction statuses.
  • Vulnerability to Fraud: Without real-time transaction monitoring and intelligent anomaly detection, businesses are more susceptible to payment fraud.
Integration Diagram
Solution Illustration
The Solution

Unified Payment Processing: The Epicor Prophet 21 & Payeezy Integration Solution

Our powerful iPaaS-driven integration bridges the gap between Epicor Prophet 21 and Payeezy, creating a single, intelligent flow for all your payment operations. From real-time transaction processing to automated reconciliation and advanced fraud detection, we transform your financial workflows into a streamlined, secure, and highly efficient system.

  • Real-time Payment Transaction Sync: Instantly record authorizations, captures, and sales from Payeezy into Epicor Prophet 21.
  • Automated Refund & Credit Memo Creation: Streamline refund processing with automatic credit memo generation in P21.
  • Daily Settlement Reconciliation: Automate matching of Payeezy settlement batches with P21 GL, flagging discrepancies.
  • Secure Payment Tokenization: Leverage Payeezy's tokenization to reduce PCI DSS scope for your business.
  • AI-Enhanced Fraud Anomaly Detection: Real-time analysis of Payeezy transactions for proactive fraud prevention.
Implementation Timeline

Go live with Epicor Prophet21 & Payeezy: + Streamline Payments & ERP 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 & Payeezy: and Streamline Payments & ERP, 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 & Payeezy: + Streamline Payments & ERP 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 Transaction Sync: Instantly record authorizations, captures, and sales from Payeezy into Epicor Prophet 21.
  • Automated Refund & Credit Memo Creation: Streamline refund processing with automatic credit memo generation in P21.
  • Daily Settlement Reconciliation: Automate matching of Payeezy settlement batches with P21 GL, flagging discrepancies.
  • Secure Payment Tokenization: Leverage Payeezy's tokenization to reduce PCI DSS scope for your business.
  • AI-Enhanced Fraud Anomaly Detection: Real-time analysis of Payeezy transactions for proactive fraud prevention.
  • Chargeback Management Automation: Automatically log and route chargebacks from Payeezy for efficient dispute resolution.
  • Subscription Billing & Renewal Support: Manage recurring payments and payment method tokens seamlessly.

Technical Integration Deep Dive: Epicor Prophet 21 & Payeezy

This integration leverages a modern Integration Platform as a Service (iPaaS) to orchestrate complex data flows between Epicor Prophet 21 and Payeezy. By utilizing API-first principles and event-driven architecture, we ensure secure, real-time, and reliable synchronization of critical financial data.

Data Flow Steps

Connect & Authenticate: Establish secure connections to Epicor Prophet 21's API (or database via secure gateway) and Payeezy's OAuth 2.0 authenticated APIs using dedicated iPaaS connectors.

Define Event Triggers: Configure Payeezy webhooks (e.g., `transaction.succeeded`, `transaction.refunded`, `chargeback.created`) to initiate workflows in the iPaaS. Implement scheduled jobs for daily settlement report fetching.

Data Extraction: Extract relevant `Order`, `Customer`, `Payment Transaction`, and `Refund` data from source systems (eCommerce, P21, Payeezy).

Data Transformation & Mapping: Utilize the iPaaS's visual mapping canvas to transform Payeezy's transaction schema into Epicor Prophet 21's `Payment`, `Cash Receipt`, `Credit Memo`, or `Sales Order` structures. Apply business rules and AI-assisted mapping.

Data Validation: Implement robust validation rules within the iPaaS to ensure data integrity and compliance before posting to target systems.

Data Loading: Post transformed data to Epicor Prophet 21 via its APIs (or secure database inserts/updates) and send commands to Payeezy's transaction APIs (e.g., for voids or refunds).

Error Handling & Monitoring: Configure comprehensive error logging, automated retries with exponential backoff, and real-time alerts for failed transactions or reconciliation discrepancies.

Reconciliation & Reporting: Automate the matching of Payeezy `Settlement Batch` data with individual `Payment Transactions` in P21 and post reconciled totals to the General Ledger.

Data Touchpoints

Epicor Prophet 21: Sales Orders, Customers, Cash Receipts, Credit Memos, General Ledger, Inventory.
Payeezy: Payment Transactions (Authorizations, Captures, Sales, Voids, Refunds), Payment Method Tokens, Settlement Batches, Webhook Notifications.
Shared/Contextual: Order (originating from eCommerce), Customer (billing/shipping info), Product (line items for orders).

"A central iPaaS acts as the orchestrator. eCommerce platforms send Orders to iPaaS. iPaaS sends payment requests to Payeezy. Payeezy processes payments and sends real-time Webhook Notifications back to iPaaS. iPaaS then creates/updates Sales Orders, Payments, and Customers in Epicor Prophet 21. For refunds, P21 or eCommerce triggers iPaaS, which sends refund requests to Payeezy. Payeezy confirms, and iPaaS creates Credit Memos in P21. Daily, iPaaS fetches Settlement Batches from Payeezy, reconciles with P21, and posts GL entries. AI services are integrated for fraud detection and smart mapping."

Pricing

Simple, transparent pricing for Epicor Prophet21 & Payeezy: + Streamline Payments & ERP.

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 & Payeezy:

Integrating Epicor Prophet21 & Payeezy: 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 & Field-Level Mappings

Understanding how core entities map between Epicor Prophet 21 and Payeezy is crucial for accurate data synchronization. Our iPaaS provides a visual canvas to define these mappings, ensuring data integrity and consistency.

Payment Transaction

Represents a financial interaction (authorization, capture, sale, refund, void). In Payeezy, it's the core event; in P21, it correlates to Cash Receipts or Payment records.

Epicor Prophet21 & Payeezy: Fields

[field, CustomerNum],[description, Links to the customer who made the payment.] [field, OrderNum],[description, Links to the sales order associated with the payment.] [field, CashReceiptNum],[description, Unique identifier for the cash receipt in P21.] [field, Amount],[description, The monetary value of the payment.] [field, DocType],[description, e.g., 'CR' for Cash Receipt.] [field, Reference],[description, Often used for Payeezy's transactionId.] [field, ReceiptDate],[description, Date of payment.] [field, GLAccount],[description, General Ledger account for posting.] [field, PaymentMethod],[description, e.g., 'Credit Card'.]

Streamline Payments & ERP Fields

[field, transactionId],[description, Unique ID from Payeezy.] [field, amount],[description, Transaction amount.] [field, currency],[description, Currency code (e.g., USD).] [field, transactionType],[description, e.g., 'Sale', 'Auth', 'Capture', 'Refund', 'Void'.] [field, transactionStatus],[description, e.g., 'Approved', 'Declined', 'Settled', 'Refunded'.] [field, orderId],[description, Merchant-provided order ID, crucial for linking.] [field, paymentMethodType],[description, e.g., 'Credit Card', 'ACH'.] [field, paymentMethodToken],[description, Secure token for card-on-file.] [field, timestamp],[description, Date and time of transaction.] [field, billingAddress],[description, Cardholder's billing address.]

Mapping Notes

Payeezy's `transactionId` maps to P21's `Reference` field in Cash Receipts. `amount` and `currency` map directly. `orderId` from Payeezy is critical to link back to P21's `OrderNum`. Payeezy's `transactionStatus` needs careful mapping to P21's internal payment status or cash receipt posting status. For captures, a Cash Receipt is created in P21; for authorizations, a pending payment status is held.

Next Steps

See Epicor Prophet21 & Payeezy: + Streamline Payments & ERP 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

Seamlessly connect your online sales channel with Epicor Prophet 21 and Payeezy. When a customer places an order and pays via Payeezy, the integration automatically creates the sales order in P21, records the payment, and initiates fulfillment, all in real-time.

Integration Steps:

  1. 0 Customer places order on eCommerce site, Payeezy processes payment.
  2. 1 Payeezy sends real-time webhook notification (transaction status) to iPaaS.
  3. 2 iPaaS captures transaction data and order details from eCommerce.
  4. 3 iPaaS creates/updates Sales Order and Cash Receipt/Payment Transaction in Epicor Prophet 21.
  5. 4 Order status updated in eCommerce; fulfillment initiated in P21.

Business Outcome

Accelerated order processing, immediate revenue recognition, reduced manual data entry and errors, 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.

Accelerate Order-to-Cash
Automate payment capture and order updates, reducing the time from customer purchase to revenue recognition in Epicor Prophet 21.
Automated Financial Reconciliation
Eliminate manual effort in matching Payeezy settlements with P21 ledger entries, ensuring accuracy and speeding up month-end close.
Enhanced PCI DSS Compliance
Leverage Payeezy's tokenization to keep sensitive card data out of your systems, significantly reducing your compliance scope.
Proactive Fraud Prevention
Utilize AI-enhanced anomaly detection on Payeezy transactions to identify and mitigate fraud in real-time.
Streamlined Refund & Chargeback Management
Automate the processing of refunds and the initial handling of chargebacks, reducing administrative burden and dispute times.
Real-time Financial Visibility
Gain immediate insights into all payment statuses and cash flow directly within Epicor Prophet 21 for better decision-making.
Improved Operational Efficiency
Free up your finance and operations teams from repetitive, manual tasks, allowing them to focus on strategic initiatives.
✨

Accelerate Order-to-Cash

60% Faster Cash Cycle

📋 What You Get

Automate payment capture and order updates, reducing the time from customer purchase to revenue recognition in Epicor Prophet 21.

💼 Business Impact

This benefit directly contributes to 60% improvement in Faster Cash Cycle, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST, GET, PUT, DELETE Epicor Prophet 21 API (various modules) Create/update Sales Orders, Customers, Cash Receipts, Credit Memos, and access General Ledger for financial postings.
INSERT, UPDATE, SELECT Epicor Prophet 21 Database (via secure gateway) Directly interact with P21 tables for high-volume data operations or when API coverage is insufficient, always through a secure, controlled gateway.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert amounts if Payeezy and P21 operate in different base currencies, using defined exchange rates.
  • Status Mapping: Translate Payeezy's `transactionStatus` (e.g., 'Approved', 'Settled', 'Declined') to Epicor Prophet 21's `PaymentStatus` or `OrderStatus` fields (e.g., 'Paid', 'Payment Failed', 'Refunded').
  • Customer ID Harmonization: Match Payeezy `customer` data to existing P21 `CustomerNum`; create new P21 customer records if no match is found, ensuring uniqueness.
  • Fee Allocation: Automatically calculate and post Payeezy `fees` to specific `GLAccount` in P21 during daily settlement reconciliation.
  • Address Normalization: Standardize billing and shipping address formats between systems to ensure consistency.

🛡️ Error Handling

  • Payeezy transaction declined due to insufficient funds or fraud.
  • API connectivity issues between iPaaS and Epicor Prophet 21/Payeezy.
  • Data validation failures (e.g., incorrect currency format, missing `orderId`).
  • Duplicate `Cash Receipt` creation in P21 due to webhook re-delivery without idempotency.
  • Discrepancies in daily settlement reports vs. P21 `Cash Receipts`.
  • P21 system unavailability during a scheduled sync.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What is Payeezy and why is integration with Epicor Prophet 21 important for my business?
Payeezy, by Fiserv, is a comprehensive payment processing platform for secure online transactions. Integrating it with Epicor Prophet 21, your core ERP, is crucial because it automates financial workflows, ensures real-time data synchronization of payments, refunds, and settlements, and significantly reduces manual errors. This leads to improved operational efficiency, better financial visibility within P21, and an accelerated order-to-cash cycle, directly impacting your bottom line.

Technical FAQs

▸ How does an iPaaS enhance the Epicor Prophet 21 and Payeezy integration?
An iPaaS (Integration Platform as a Service) acts as the central hub, orchestrating complex workflows between Epicor Prophet 21 and Payeezy. It provides pre-built connectors, visual mapping tools, and workflow automation features that leverage both systems' APIs and Payeezy's webhooks. This enables real-time data flow, low-code/no-code integration development, robust error handling, and scalable automation, making the integration exponentially more valuable by unifying your entire enterprise ecosystem.
▸ What data entities are typically involved in a Payeezy-Epicor Prophet 21 integration?
Key data entities typically include Payeezy's `Payment Transactions` (authorizations, captures, refunds), `Orders` (from eCommerce, linked to P21 Sales Orders), `Customers`, `Payment Method Tokens`, and `Settlement Batches`. These entities need to be harmonized and mapped accurately between Payeezy and Epicor Prophet 21 to ensure consistent financial records and operational visibility.

Security & Compliance FAQs

▸ Is Payeezy PCI DSS compliant, and how does that affect my Epicor Prophet 21 integration?
Yes, Payeezy is designed to be PCI DSS compliant. For your integration, it's critical to use Payeezy's tokenization services. This means sensitive customer card data is replaced with a non-sensitive token within your Epicor Prophet 21 system and the iPaaS, drastically reducing your own PCI DSS scope and compliance burden. Your integration strategy must prioritize secure data handling and communication protocols (e.g., HTTPS, TLS 1.2+).

Advanced Features FAQs

▸ Can I automate fraud detection with Payeezy and Epicor Prophet 21 integrations?
Absolutely. By integrating Payeezy's real-time transaction data via webhooks into an iPaaS, you can feed this information to AI/ML services for anomaly detection and fraud scoring. The iPaaS can then trigger automated alerts, flag suspicious transactions for review in Epicor Prophet 21 (or a connected CRM), or even automatically decline payments based on predefined risk thresholds, significantly enhancing your fraud prevention capabilities and protecting your revenue.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Payeezy with an ERP like Epicor Prophet 21?
Common challenges include synchronizing transaction statuses in real-time, accurately mapping payment data to Epicor Prophet 21's General Ledger accounts, consistently handling refunds and chargebacks, ensuring data integrity across systems, and reconciling daily settlements. A robust iPaaS helps overcome these by providing consistent data transformation, error handling, and workflow orchestration tailored for ERP-payment gateway flows.

Data Management FAQs

▸ How do I ensure data consistency between Payeezy and my Epicor Prophet 21 system?
Use an iPaaS to establish bi-directional synchronization and robust validation. Configure webhooks from Payeezy to update order and payment statuses in Epicor Prophet 21 in real-time. Ensure payment requests originating from P21 (e.g., for telephone orders) accurately reflect order totals when sent to Payeezy. Implement thorough error handling, logging, and automated reconciliation workflows, especially for daily settlements, to maintain consistency and flag discrepancies immediately.
Pricing

Simple, transparent pricing for Epicor Prophet21 & Payeezy: + Streamline Payments & ERP.

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 & Payeezy: + Streamline Payments & ERP 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