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Unlock Real-Time Financials: Seamless Payeezy & Epicor Integration

Automate payment processing, accelerate order-to-cash, and achieve unparalleled financial visibility by connecting Payeezy and Epicor ERP with a powerful, AI-driven iPaaS.

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The Challenge

The Cost of Disconnected Payments and ERP

Managing payments through Payeezy and financial operations in Epicor as separate silos leads to significant operational inefficiencies, data discrepancies, and delayed financial reporting. The manual effort required for reconciliation and data entry drains resources and introduces costly errors.

  • Manual data entry of payment transactions into Epicor AR.
  • Delayed or inaccurate cash receipt posting, impacting cash flow visibility.
  • Time-consuming daily reconciliation of Payeezy settlement reports with Epicor GL.
  • Error-prone refund processing, requiring manual tracking between systems.
  • Lack of real-time payment status updates on Epicor sales orders.
  • Increased risk of fraud going undetected without integrated intelligence.
  • PCI compliance burden when handling sensitive payment data internally.
Integration Diagram
Solution Illustration
The Solution

Automated Payeezy & Epicor Integration: Your Path to Financial Harmony

Our powerful iPaaS solution seamlessly connects Payeezy and Epicor, creating a unified flow of financial and operational data. This integration automates every step from payment capture to general ledger posting, providing real-time accuracy and freeing your teams from tedious manual tasks.

  • Real-time payment transaction synchronization.
  • Automated cash receipt creation and application in Epicor AR.
  • Intelligent reconciliation of Payeezy settlements with Epicor GL.
  • Seamless refund and void processing across both systems.
  • Secure tokenization for recurring billing and PCI compliance.
Implementation Timeline

Go live with Payeezy + 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 Payeezy 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 Payeezy + 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

  • Real-time payment transaction synchronization.
  • Automated cash receipt creation and application in Epicor AR.
  • Intelligent reconciliation of Payeezy settlements with Epicor GL.
  • Seamless refund and void processing across both systems.
  • Secure tokenization for recurring billing and PCI compliance.
  • AI-enhanced fraud detection and alerting directly integrated with Epicor workflows.

Technical Integration Details: Payeezy and Epicor via iPaaS

Our integration leverages the strengths of both Payeezy's robust APIs and Epicor's comprehensive RESTful APIs (Kinetic). The iPaaS acts as an intelligent orchestration layer, ensuring secure, scalable, and real-time data exchange.

Data Flow Steps

Connectors: Utilize pre-built, optimized connectors for Payeezy and Epicor within the iPaaS.

Authentication: Configure secure API key/token authentication for Payeezy and OAuth 2.0 for Epicor.

Event Listeners: Set up Payeezy webhooks for real-time payment events (transaction success/failure, refunds, chargebacks). Implement Epicor Business Process Management (BPM) or polling for Epicor-initiated events (e.g., return orders).

Data Mapping: Visually map fields between Payeezy's JSON/XML structures and Epicor's OData/REST entities. Apply necessary data transformations (e.g., date format, currency conversion).

Workflow Design: Orchestrate multi-step workflows to handle order processing, cash receipts, refunds, and reconciliation. Include error handling, retries, and notifications.

Testing & Deployment: Rigorously test in sandbox environments. Deploy to production via a managed CI/CD pipeline.

Monitoring & Governance: Continuously monitor integration health, performance, and data integrity from a centralized dashboard.

Data Touchpoints

Payeezy: Payment Transaction, Customer, Order, Refund, Payment Token, Settlement Batch, Fraud Score
Epicor: Customer, SalesOrder, CashReceipt, Invoice (AR), GLAccount, JournalEntry

"Payeezy Event (Webhook/API) -> iPaaS Listener -> Data Transformation & Validation -> Epicor API Call (e.g., Create Cash Receipt) -> Epicor Response -> iPaaS Logging & Monitoring -> (Optional) Epicor Event -> iPaaS -> Payeezy API Call (e.g., Refund)"

Pricing

Simple, transparent pricing for Payeezy + Epicor.

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 Payeezy

Integrating 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 Entities & Field-Level Mapping

Precise data mapping is crucial for data integrity. Our iPaaS provides a visual canvas to map and transform fields between Payeezy and Epicor entities, ensuring consistency and accuracy.

Payment Transaction / Cash Receipt

Maps a successful Payeezy payment event to an Epicor Cash Receipt, ensuring accurate recording of incoming funds.

Payeezy Fields

transactionId amount currency transactionStatus orderId cardType last4Digits token

Epicor Fields

CashReceiptNum ReceiptDate CustNum Amount CurrencyCode AppliedToInvoiceNum ReferenceNum

Mapping Notes

Payeezy's `transactionId` maps to Epicor's `ReferenceNum` for traceability. `amount` and `currency` map directly. `orderId` is crucial for linking to the Epicor `SalesOrder` and subsequent `Invoice` for application.

Next Steps

See Payeezy + 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.

E-commerce Order-to-Cash with Payment Capture

When a customer places an order and pays via Payeezy on your e-commerce platform, the integration automatically captures the payment and creates a corresponding sales order and cash receipt in Epicor, updating the order status in real-time.

Integration Steps:

  1. 0 Customer completes purchase on e-commerce, payment processed by Payeezy.
  2. 1 Payeezy sends 'payment captured' webhook to iPaaS.
  3. 2 iPaaS extracts Payment Transaction, Customer, and Order details.
  4. 3 iPaaS creates/updates Customer record in Epicor (if new/changed).
  5. 4 iPaaS creates SalesOrder in Epicor, linking payment details.
  6. 5 iPaaS creates CashReceipt in Epicor, applying it to the SalesOrder/Invoice.
  7. 6 Epicor Sales Order status updated to 'Paid' or 'Ready for Fulfillment'.

Business Outcome

Accelerated order fulfillment, accurate financial records, reduced manual data entry, and real-time cash flow updates.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Real-Time Financial Visibility
Gain an immediate, accurate view of your cash flow and order statuses by synchronizing Payeezy payment data directly with Epicor's General Ledger and Accounts Receivable.
Accelerated Order-to-Cash Cycle
Automate the entire sales process from online payment capture to cash receipt posting in Epicor, significantly reducing processing times and improving working capital.
Reduced Manual Reconciliation Efforts
Eliminate manual data entry and spreadsheet-based reconciliation for daily Payeezy settlements and refunds, leading to fewer errors and substantial time savings.
Enhanced Fraud Detection & Security
Leverage Payeezy's robust fraud tools and AI-enhanced detection, with real-time alerts and actions integrated into Epicor workflows, while maintaining PCI DSS compliance.
Improved Customer Experience
Provide faster order confirmations, seamless refund processes, and accurate payment status updates, leading to higher customer satisfaction and loyalty.
Operational Efficiency & Cost Savings
Automate repetitive tasks, reduce human error, and free up finance and operations teams to focus on strategic initiatives rather than data entry.
✨

Real-Time Financial Visibility

90% Faster financial reporting

📋 What You Get

Gain an immediate, accurate view of your cash flow and order statuses by synchronizing Payeezy payment data directly with Epicor's General Ledger and Accounts Receivable.

💼 Business Impact

This benefit directly contributes to 90% improvement in Faster financial reporting, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Payeezy + 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 Payeezy 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 Payeezy + 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 /v1/payments Process new payment authorizations and captures from e-commerce or other sales channels. This is the core endpoint for initiating financial transactions via Payeezy.
POST /v1/payments/{transaction_id}/void Void an authorized but uncaptured transaction. Essential for canceling orders in Epicor before the payment has settled.
POST /v1/payments/{transaction_id}/refund Process a full or partial refund for a previously captured transaction. Directly supports Epicor returns workflows.
GET /v1/transactions Retrieve transaction history or details. Useful for reconciliation and reporting, or to fetch a specific transaction's status.
POST /v1/security/tokens Generate or manage payment tokens for recurring billing and card-on-file scenarios, enhancing PCI compliance.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts to Epicor's base currency if different.
  • Status Mapping: Map Payeezy `transactionStatus` (e.g., 'Approved', 'Declined', 'Captured', 'Refunded') to corresponding Epicor `OrderStatus` or `PaymentStatus` fields.
  • Address Standardization: Parse and reformat customer billing/shipping addresses to match Epicor's strict address structures.
  • ID Harmonization: Map external `orderId` and `customerId` from Payeezy to Epicor's internal `OrderNum`/`PONum` and `CustNum`/`CustID` for cross-system traceability.
  • GL Account Assignment: Dynamically assign Epicor `GLAccount`s for cash receipts, fees, and chargebacks based on transaction type or configured business rules.

🛡️ Error Handling

  • Payeezy Transaction Declined: iPaaS updates Epicor Sales Order status to 'Payment Failed', notifies customer, and logs details.
  • Epicor Data Validation Error: If Payeezy data fails Epicor's validation (e.g., invalid PartNum), iPaaS quarantines the message, alerts the user, and provides tools for reprocessing.
  • Network Outage: iPaaS retries with exponential backoff; if persistent, it routes messages to a dead-letter queue for manual investigation.
  • Duplicate Payment: Idempotent API calls and deduplication logic prevent double-posting of cash receipts.
Pricing

Simple, transparent pricing for Payeezy + Epicor.

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

▸ What is the primary benefit of integrating Payeezy with Epicor?
The primary benefit is achieving real-time financial visibility and automating critical order-to-cash processes. This reduces manual data entry, minimizes reconciliation errors, and accelerates cash flow by seamlessly connecting payment capture with ERP financial records.

Financial FAQs

▸ How does this integration handle payment reconciliation?
The integration automates daily settlement reconciliation. It retrieves Payeezy's settlement reports, processes aggregated transaction data (including fees and chargebacks), and automatically posts corresponding journal entries to the appropriate General Ledger accounts in Epicor, significantly reducing manual effort.
▸ How does the integration handle refunds and chargebacks?
Refunds initiated in Epicor (e.g., via a Credit Memo) automatically trigger the corresponding refund in Payeezy via the iPaaS. For chargebacks, Payeezy webhooks immediately alert the iPaaS, which can then update the Epicor Sales Order status, notify finance teams, and log the event for dispute resolution.

Security FAQs

▸ Is the integration PCI DSS compliant?
Yes, security is paramount. The integration adheres to PCI DSS standards by leveraging Payeezy's secure tokenization services for cardholder data. Sensitive information never touches your internal systems in raw form, and all data in transit is encrypted using HTTPS/TLS 1.2+.

Customization FAQs

▸ Can I customize the integration workflows and data mappings?
Absolutely. Our iPaaS platform offers extensive low-code/no-code capabilities. You can visually design, modify, and extend workflows, create custom data mappings, and define specific business rules without writing complex code, adapting the integration to your unique Epicor configurations and operational needs.

Technology FAQs

▸ What role does AI play in this integration?
AI enhances the integration through intelligent data mapping suggestions, real-time fraud anomaly detection in Payeezy transactions, automated reconciliation assistance, and smart error resolution. It helps in validating data, identifying discrepancies, and suggesting corrective actions, moving beyond basic automation.

Performance FAQs

▸ How are Epicor API rate limits managed?
The iPaaS intelligently manages Epicor's API rate limits by implementing request queuing, batching non-time-sensitive data, and utilizing exponential backoff for retries. It monitors API usage to dynamically adjust request frequency, ensuring continuous operation and preventing API throttling.

Business Processes FAQs

▸ Does this support subscription billing with Payeezy tokens?
Yes. The integration securely stores Payeezy payment tokens (non-sensitive identifiers) in Epicor. The iPaaS can then use these tokens to initiate recurring charges via Payeezy's API for subscription renewals, automating your billing cycle while maintaining PCI compliance.
Implementation Timeline

Go live with Payeezy + 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 Payeezy 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 Payeezy + 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 Payeezy + Epicor.

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 Payeezy + 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