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Unlock Financial Automation: GoCardless & Epicor Integration

Streamline direct debit payments, accelerate cash flow, and ensure accurate financial reconciliation within your Epicor ERP with a powerful, AI-driven integration platform.

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The Challenge

The Challenge of Disconnected Direct Debits & ERP Management

Managing recurring direct debit payments manually, then reconciling them with your Epicor ERP, is a time-consuming, error-prone, and resource-intensive process. This disconnect leads to delayed cash flow, inaccurate financial reporting, and frustrated customers.

  • Manual entry of GoCardless payment data into Epicor Cash Receipts.
  • Laborious reconciliation of GoCardless payouts with Epicor General Ledger.
  • Delayed or inconsistent updates for failed payments and dunning processes.
  • Lack of real-time visibility into subscription status and payment health within Epicor.
  • Increased risk of human error in financial postings and customer account updates.
  • Inefficient handling of refunds and subscription changes across systems.
Integration Diagram
Solution Illustration
The Solution

The GoCardless + Epicor Integration: Your Path to Automated Financial Excellence

Our powerful iPaaS solution seamlessly connects GoCardless to your Epicor ERP, automating every step of your direct debit payment lifecycle. From mandate creation to cash receipt posting and payout reconciliation, this integration ensures real-time data flow, eliminates manual effort, and provides a unified financial view.

  • Bi-directional synchronization of Customer and Mandate data.
  • Automated posting of GoCardless Payments as Epicor Cash Receipts.
  • Real-time event-driven updates for payment statuses (success, failure, cancellation).
  • Intelligent dunning workflow orchestration for failed payments.
  • Comprehensive reconciliation of GoCardless Payouts to Epicor GL.
Implementation Timeline

Go live with GoCardless + Epicor 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 GoCardless and Epicor, 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 GoCardless + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional synchronization of Customer and Mandate data.
  • Automated posting of GoCardless Payments as Epicor Cash Receipts.
  • Real-time event-driven updates for payment statuses (success, failure, cancellation).
  • Intelligent dunning workflow orchestration for failed payments.
  • Comprehensive reconciliation of GoCardless Payouts to Epicor GL.
  • Streamlined refund processing from Epicor to GoCardless.
  • Low-code/no-code workflow design for business agility.

Deep Dive: GoCardless to Epicor Integration Architecture

This integration leverages a modern Integration Platform as a Service (iPaaS) to act as the central orchestration layer between GoCardless and Epicor. It utilizes API-first, event-driven architecture to ensure real-time data synchronization, robust error handling, and scalable performance for all financial workflows.

Data Flow Steps

1. Connectors & Authentication: Securely establish connections to GoCardless (OAuth 2.0) and Epicor (OAuth 2.0 or Token-based) via dedicated iPaaS connectors.

2. Event Listeners (Webhooks): Configure the iPaaS to subscribe to critical GoCardless webhooks (e.g., `paymentconfirmed`, `paymentfailed`, `mandatecreated`, `payoutpaid`).

3. Data Transformation & Mapping: Design visual mapping flows within the iPaaS to translate GoCardless entity schemas (e.g., Payment, Mandate, Customer) into Epicor's data model (e.g., CashReceipt, Customer, SalesOrder).

4. Workflow Orchestration: Build multi-step workflows in the iPaaS, defining the sequence of operations, conditional logic, and error handling for each use case.

5. Epicor API Interaction: Use the iPaaS to call specific Epicor REST API endpoints (e.g., `/CashReceipts`, `/Customers`, `/SalesOrders`) to create or update records.

6. Reconciliation & Reporting: Implement logic for breaking down GoCardless payouts and generating corresponding journal entries or cash receipts in Epicor.

7. Monitoring & Governance: Deploy the integration with real-time monitoring, alerts, and comprehensive logging for auditability and performance tracking.

Data Touchpoints

GoCardless: Mandate, Payment, Subscription, Customer, Refund, Payout, Event
Epicor: Customer, SalesOrder, Invoice (AR), CashReceipt, GLAccount

"GoCardless (Event/API) --> iPaaS (Transform/Orchestrate) --> Epicor (API). Key flows include: GoCardless Mandate/Customer -> Epicor Customer; GoCardless Payment (success) -> Epicor CashReceipt; GoCardless Payment (fail) -> Epicor AR Update & Dunning; GoCardless Payout -> Epicor GL Reconciliation."

Pricing

Simple, transparent pricing for GoCardless + Epicor.

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 GoCardless

Integrating GoCardless 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 for GoCardless-Epicor Integration

Effective integration relies on precise mapping of core business entities between GoCardless and Epicor. Our iPaaS provides visual, AI-assisted tools to ensure data fidelity and consistency across both systems.

Customer

The central entity representing the payer in GoCardless and the client in Epicor.

GoCardless Fields

id (GoCardless Customer ID) given_name family_name email company_name address_line1 postal_code country_code

Epicor Fields

CustNum (Epicor Customer Number) CustID (Epicor Customer ID) Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

Mapping Notes

GoCardless `id` can map to a custom field in Epicor for direct linking. `company_name` maps to Epicor `Name` for corporate customers. Ensure unique `CustID` generation or matching logic to prevent duplicates. Bi-directional sync for contact/address updates.

Next Steps

See GoCardless + Epicor 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.

End-to-End Subscription Lifecycle Management

Automate the entire journey from a new customer signing up for a subscription to successful payment collection and financial posting in Epicor. This includes creating GoCardless Mandates and Subscriptions, and linking them to Epicor Customer records and recurring invoices.

Integration Steps:

  1. 0 Customer signs up for subscription (e.g., via CRM/Billing System).
  2. 1 iPaaS triggers GoCardless Billing Request/Mandate creation.
  3. 2 GoCardless Mandate & Subscription details sync to Epicor Customer record.
  4. 3 GoCardless collects recurring payments based on Subscription schedule.
  5. 4 iPaaS posts successful payments as Epicor Cash Receipts against invoices.
  6. 5 Failed payments trigger Epicor AR updates and automated dunning via iPaaS.

Business Outcome

Seamless, automated subscription management; reduced manual overhead; improved cash flow predictability.

Frequency

Real-time (mandate/payment events), Scheduled (subscription updates/reconciliation)

Business Value

Key Integration Benefits

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

Accelerated Cash Flow
Automate the entire payment collection and cash receipt posting process, ensuring funds are recognized faster in Epicor AR.
Reduced Manual Effort
Eliminate manual data entry for payments, mandates, and reconciliation, freeing up finance teams for strategic tasks.
Improved Data Accuracy
Minimize human error with automated, validated data transfers, leading to more reliable financial reporting in Epicor.
Enhanced Financial Visibility
Gain real-time insights into payment statuses, subscriptions, and cash flow directly within your Epicor ERP.
Optimized Dunning & Recovery
Automate intelligent dunning processes for failed payments, significantly improving recovery rates and reducing churn.
PCI DSS & GDPR Compliance
Leverage GoCardless's secure infrastructure and iPaaS best practices to maintain compliance and robust audit trails.
Scalable Operations
Effortlessly handle increasing volumes of direct debit payments and subscriptions without adding headcount.
✨

Accelerated Cash Flow

25-40% Faster cash application

📋 What You Get

Automate the entire payment collection and cash receipt posting process, ensuring funds are recognized faster in Epicor AR.

💼 Business Impact

This benefit directly contributes to 25-40% improvement in Faster cash application, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with GoCardless + Epicor 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 GoCardless and Epicor, 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 GoCardless + Epicor 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
POST, GET /payments Create payments (e.g., ad-hoc), fetch payment details, list payments for status sync.
POST, GET /mandates Create direct debit mandates, retrieve mandate details, list mandates for management.
POST, GET, PUT /subscriptions Create, retrieve, and update recurring payment subscriptions.
POST, GET /customers Manage customer records, link to mandates and payments.
GET /events Retrieve a chronological list of events for audit and reconciliation (less common than webhooks for real-time).
POST, GET /refunds Initiate refunds for successful payments and retrieve refund statuses.
GET /payouts Retrieve details of payouts from GoCardless to your bank account for reconciliation.

⚡ Transformation Logic

  • Currency Conversion: Automatically handle different currency formats, converting GoCardless minor units to Epicor's standard decimal representation.
  • Reference Parsing: Extract Epicor `InvoiceNum` or `SalesOrder` ID from the GoCardless `payment.reference` field using regex or lookup tables.
  • Status Mapping: Translate GoCardless payment/mandate statuses (e.g., 'pending', 'confirmed', 'failed') to appropriate Epicor AR/Customer status codes.
  • Fee Allocation: Automatically calculate and post GoCardless `deducted_fees` to designated Epicor `GLAccount`s during payout reconciliation.
  • Customer Deduplication: Implement fuzzy matching logic for `Customer` records (e.g., email, company name) to prevent duplicates and ensure single source of truth.

🛡️ Error Handling

  • GoCardless API rate limit exceeded (iPaaS retries with backoff).
  • Epicor API temporary unavailability (iPaaS retries with backoff).
  • Data validation error in Epicor (iPaaS logs, alerts, routes to dead-letter queue).
  • GoCardless webhook signature mismatch (iPaaS rejects forged webhook).
  • Missing Epicor Invoice for GoCardless payment reference (iPaaS logs, alerts, allows manual matching).
  • Duplicate GoCardless payment event (iPaaS ensures idempotency, prevents duplicate Cash Receipt).
Pricing

Simple, transparent pricing for GoCardless + Epicor.

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
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ What is the best way to integrate GoCardless with Epicor?
The most effective way is to leverage a modern iPaaS (Integration Platform as a Service). An iPaaS provides pre-built connectors, visual mapping tools, and orchestration capabilities to connect GoCardless APIs and webhooks to your Epicor ERP for automated payment processing, reconciliation, and data synchronization, minimizing custom code.

Financial Automation FAQs

▸ How does this integration automate GoCardless payment reconciliation with Epicor?
An iPaaS automates this by listening to GoCardless payout webhooks. It retrieves detailed payout breakdowns, matches individual payments to invoices in Epicor, and automatically posts journal entries or cash receipts, significantly reducing manual effort and improving accuracy in your General Ledger.

Payment Management FAQs

▸ How are failed GoCardless payments handled automatically in Epicor?
When a 'payment_failed' webhook is received from GoCardless, the iPaaS triggers an automated dunning process. This involves updating the customer's AR status in Epicor, sending customer notifications, and scheduling intelligent retries in GoCardless based on predefined business rules, or escalating to a human agent if needed.

Low-Code/No-Code FAQs

▸ Can I use low-code tools to build and manage GoCardless-Epicor integrations?
Absolutely. Modern iPaaS platforms offer low-code/no-code visual designers that allow business users and citizen integrators to build and manage GoCardless-Epicor workflows without extensive coding. This accelerates development, reduces IT dependency, and empowers finance or operations teams to adapt processes quickly.

Security & Compliance FAQs

▸ What are the security considerations when integrating GoCardless with Epicor?
Key considerations include secure handling of API keys/OAuth tokens (using secrets management), verifying GoCardless webhook authenticity via signatures, minimizing direct exposure to sensitive bank details (leveraging GoCardless's hosted pages), and maintaining robust audit trails for all transactions to ensure compliance (PCI DSS, GDPR).

AI Enhancement FAQs

▸ How does AI enhance GoCardless-Epicor integrations?
AI can augment integrations by providing intelligent anomaly detection for fraud or unusual payment patterns, suggesting optimal dunning strategies, automating the categorization of payment failure reasons, and even assisting with dynamic data mapping based on learned patterns, significantly reducing manual intervention and improving accuracy.

Data Synchronization FAQs

▸ What Epicor entities are typically synchronized with GoCardless?
Commonly synchronized entities include Epicor Customer (with GoCardless Customer and Mandate), Epicor Cash Receipts (from GoCardless Payments), and Epicor AR Invoices (for payment application and status updates). Epicor GL Accounts are also key for GoCardless Payout reconciliation.

Data Management FAQs

▸ How can I ensure data consistency between GoCardless and Epicor?
An iPaaS facilitates bi-directional data synchronization with robust data validation and conflict resolution rules. When a customer or mandate is created/updated in GoCardless, webhooks trigger updates in Epicor. Conversely, changes in Epicor (e.g., customer address) can update GoCardless, ensuring a unified customer and financial view. AI also aids in deduplication and validation.
Implementation Timeline

Go live with GoCardless + Epicor 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 GoCardless and Epicor, 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 GoCardless + Epicor 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 GoCardless + Epicor.

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 GoCardless + Epicor 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