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Unlock Real-time Financial Agility: Integrate PayPal with Epicor

Automate payments, streamline reconciliation, and gain unparalleled financial visibility across your enterprise with a powerful, AI-driven iPaaS.

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The Challenge

The Hidden Costs of Disconnected Payments and ERP

Without a seamless connection between PayPal and Epicor, businesses grapple with a myriad of manual tasks, data discrepancies, and delayed financial insights that hinder growth and productivity.

  • Manual data entry of PayPal transactions into Epicor is time-consuming and prone to errors.
  • Delayed reconciliation of payments, refunds, and chargebacks impacts cash flow visibility.
  • Inconsistent customer data across PayPal and Epicor leads to a fragmented customer view.
  • Slow processing of refunds and disputes frustrates customers and damages brand reputation.
  • Lack of real-time inventory updates due to delayed order processing leads to overselling.
  • Complex financial reporting due to disparate payment and ERP records.
Integration Diagram
Solution Illustration
The Solution

Seamless PayPal & Epicor Integration with an Intelligent iPaaS

Our iPaaS solution provides a robust, low-code platform to connect PayPal and Epicor, automating crucial financial and operational workflows. Experience real-time data synchronization, enhanced accuracy, and intelligent automation across your entire payment lifecycle.

  • Bi-directional data synchronization between PayPal and Epicor.
  • Event-driven architecture for real-time updates (webhooks).
  • Pre-built connectors and templates for rapid deployment.
  • Visual, low-code workflow designer for easy customization.
  • AI-powered mapping, validation, and anomaly detection.
Implementation Timeline

Go live with PayPal + 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 PayPal 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 PayPal + 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 data synchronization between PayPal and Epicor.
  • Event-driven architecture for real-time updates (webhooks).
  • Pre-built connectors and templates for rapid deployment.
  • Visual, low-code workflow designer for easy customization.
  • AI-powered mapping, validation, and anomaly detection.
  • Robust error handling, retry mechanisms, and alerting.
  • Comprehensive monitoring and analytics dashboards.

Seamless Data Flow: PayPal & Epicor Integration Architecture

Our integration leverages a robust, event-driven architecture to ensure real-time, secure, and accurate data synchronization between PayPal and Epicor. This approach minimizes latency, reduces API call volume, and provides immediate visibility into critical financial events.

Data Flow Steps

Event Trigger: A critical event occurs in PayPal (e.g., payment captured, refund initiated, dispute opened) or Epicor (e.g., AR Invoice posted, custom event).

Webhook/API Call: PayPal sends a webhook notification to the iPaaS, or the iPaaS polls/receives an event from Epicor's API/BPM.

Data Ingestion & Validation: The iPaaS securely receives the payload, validates its structure, and logs the raw data.

Transformation & Mapping: The iPaaS's visual mapping engine transforms the incoming data into a canonical format, aligning fields and applying business rules (e.g., currency conversion, customer deduplication). AI assists in suggesting optimal mappings.

Business Logic & Orchestration: The iPaaS orchestrates the workflow, potentially involving multiple steps like creating a customer, then a sales order, then a cash receipt in Epicor.

Target System API Call: The iPaaS makes an authenticated API call to Epicor (e.g., `SalesOrderSvc`, `CashReceiptSvc`) to create or update records.

Error Handling & Monitoring: If an error occurs, the iPaaS logs the failure, attempts retries with exponential backoff, and notifies administrators if persistent. Real-time dashboards provide visibility.

Status Update (Bi-directional): Success or failure status from Epicor is captured, and relevant updates can be pushed back to PayPal (e.g., for dispute resolution) or the originating system (e.g., eCommerce platform).

Data Touchpoints

PayPal to Epicor: Payment Transaction, Order, Customer (Payer), Refund, Dispute, Payout.
Epicor to PayPal: Refund initiation, Payout initiation, Dispute resolution status.
Epicor to External (via iPaaS): Inventory levels, Sales Order status, Customer data, GL entries.

"PayPal (Event/Webhook) --> iPaaS (Ingest, Validate, Transform, Orchestrate) --> Epicor (API Call, Create/Update Records) <-- Epicor (BPM/Event) --> iPaaS --> PayPal (API Call/Update). Monitoring & Error Handling wrap the iPaaS layer."

Pricing

Simple, transparent pricing for PayPal + 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 PayPal

Integrating PayPal 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 PayPal and Epicor

The foundation of a robust integration lies in accurate, intelligent mapping between disparate data models. Our iPaaS provides comprehensive tools, including AI-assisted mapping, to harmonize PayPal's transactional data with Epicor's core business entities.

Payment Transaction / Cash Receipt

Synchronizes PayPal payment captures and sales with Epicor's Accounts Receivable as Cash Receipts, ensuring real-time financial reconciliation.

PayPal Fields

id status amount currency_code create_time payer_email invoice_id capture_id

Epicor Fields

CashReceiptNum ReceiptDate CustNum Amount CurrencyCode Reference AppliedToInvoiceNum GLAccount

Mapping Notes

PayPal `captureid` or `id` maps to Epicor `Reference` for traceability. `payeremail` helps link to/create Epicor Customer. `amount` and `currency_code` map directly. Needs careful mapping to Epicor's GL accounts based on transaction type or source.

Next Steps

See PayPal + 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.

eCommerce Order-to-Cash Automation

When a customer places an order on your eCommerce platform and pays with PayPal, the integration instantly creates a Sales Order in Epicor, allocates inventory, and posts the payment as a Cash Receipt. This ensures real-time inventory updates and accurate AR.

Integration Steps:

  1. 0 Customer completes PayPal payment on eCommerce.
  2. 1 PayPal webhook notifies iPaaS of successful payment capture.
  3. 2 iPaaS maps PayPal Order and Payer details to Epicor Customer and SalesOrder.
  4. 3 Epicor Sales Order is created with line items, shipping, and billing.
  5. 4 Epicor Cash Receipt is generated and applied to the Sales Order.
  6. 5 Inventory is updated in Epicor, and fulfillment process begins.

Business Outcome

Accelerated order fulfillment, real-time inventory accuracy, instant cash flow updates, reduced manual data entry and reconciliation efforts.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Financial Close
Automate cash receipt posting and reconciliation, drastically reducing the time spent on manual financial tasks.
Enhanced Data Accuracy
Eliminate manual data entry errors with automated, validated data flows between PayPal and Epicor.
Real-time Cash Flow Visibility
Gain immediate insights into payments, refunds, and payouts, enabling better financial decision-making.
Improved Customer Satisfaction
Process orders and refunds faster, and manage disputes more efficiently, leading to happier customers.
Reduced Operational Costs
Free up finance and operations teams from repetitive manual tasks, allowing them to focus on strategic initiatives.
Stronger Compliance & Security
Maintain PCI DSS compliance and secure sensitive payment data with robust OAuth 2.0 and encryption protocols.
Scalable Growth
Support increasing transaction volumes and expand into new markets without overwhelming your financial operations.
✨

Accelerated Financial Close

30% Faster Month-End Close

📋 What You Get

Automate cash receipt posting and reconciliation, drastically reducing the time spent on manual financial tasks.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Month-End Close, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with PayPal + 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 PayPal 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 PayPal + 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/oauth2/token Obtain an OAuth 2.0 access token for API authentication.
POST /v2/checkout/orders Create a new PayPal order for payment processing, initiating the checkout flow.
POST /v2/checkout/orders/{id}/capture Capture authorized funds for a specific order, completing the payment.
POST /v2/payments/captures/{id}/refund Process a refund for a previously captured payment.
POST /v1/notifications/webhooks Register or manage webhooks to receive real-time event notifications.
GET /v1/customer/disputes Retrieve details of ongoing disputes for a merchant.
POST /v1/payments/payouts Initiate mass payouts to multiple recipients.
POST /v1/billing/subscriptions Create and manage recurring billing subscriptions.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts if PayPal and Epicor operate in different base currencies.
  • Tax & Shipping Mapping: Map PayPal's detailed shipping and tax breakdowns to Epicor's respective fields or GL accounts.
  • Customer Deduplication: Implement fuzzy matching and merge rules for customer records based on email, name, and address.
  • Product SKU Harmonization: Map eCommerce product SKUs (from PayPal `purchase_units`) to Epicor `PartNum` with lookup tables or AI-driven suggestions.
  • Status Code Translation: Translate PayPal transaction statuses (e.g., 'COMPLETED', 'PENDING', 'REFUNDED') to Epicor's `OrderStatus` or `CashReceiptStatus` values.
  • GL Account Assignment: Dynamically assign PayPal transaction types (sales, fees, refunds) to appropriate Epicor `GLAccount` segments.

🛡️ Error Handling

  • PayPal API rate limit exceeded (handled by retries/queuing).
  • Epicor API validation errors (e.g., invalid PartNum, missing required field).
  • Network connectivity issues between iPaaS and PayPal/Epicor.
  • Duplicate transaction attempts (handled by idempotency).
  • Unmatched original transaction for a refund request.
Pricing

Simple, transparent pricing for PayPal + 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 Integration FAQs

▸ What is the best way to integrate PayPal with my Epicor system?
The most robust and scalable approach is to use a modern iPaaS (Integration Platform as a Service). This enables API-first, event-driven integrations, allowing you to connect PayPal with your Epicor ERP for real-time order processing, payment reconciliation, and financial data synchronization, often with low-code/no-code tools.

Workflow Automation FAQs

▸ How can I automate PayPal refunds and disputes with Epicor?
By leveraging PayPal's webhooks and an iPaaS platform, you can automate these processes. Webhooks notify your iPaaS in real-time about refunds or disputes, triggering workflows to update your Epicor AR/CRM, initiate internal tasks, or even use AI to suggest resolution strategies, ensuring financial consistency and timely customer service.

Security & Compliance FAQs

▸ Are PayPal and Epicor integrations secure and PCI DSS compliant?
Yes, when integrated correctly. PayPal handles the most sensitive cardholder data. Integrations should leverage PayPal's secure APIs (OAuth 2.0), webhooks (with signature verification), and tokenization services. Your iPaaS should also adhere to security best practices, encrypt data in transit/at rest, and help maintain overall PCI DSS compliance for your environment and data flow.

iPaaS Capabilities FAQs

▸ Can I use low-code tools to build PayPal-Epicor integrations?
Absolutely. Modern iPaaS platforms offer low-code/no-code interfaces that allow business users and citizen integrators to graphically design, configure, and manage PayPal-Epicor integration workflows without extensive coding. This democratizes integration, accelerates deployment, and reduces reliance on specialized IT development resources.

AI Enhancement FAQs

▸ How does AI enhance PayPal-Epicor integrations?
AI significantly enhances these integrations by providing intelligent automation. This includes AI-driven data mapping suggestions, automated anomaly detection for potential fraud or reconciliation issues, intelligent exception handling (e.g., auto-resolving common errors), and predictive analytics for operational insights, leading to higher data quality and reduced manual effort.

Data Synchronization FAQs

▸ What kind of data can I synchronize between PayPal and Epicor?
You can synchronize a wide range of data, including payment transactions (authorizations, captures, refunds), order details, customer information (payer details), subscription statuses, invoice data, dispute records, and mass payout details. This ensures a unified view across your sales, finance, and customer service departments within Epicor.

Technical Details FAQs

▸ How do PayPal webhooks work in an Epicor integration scenario?
PayPal webhooks are real-time notifications sent to your iPaaS endpoint whenever a predefined event occurs in PayPal (e.g., a payment is captured, a dispute is opened). Your iPaaS listens for these events and triggers corresponding automated workflows, such as creating a Sales Order or Cash Receipt in Epicor, enabling immediate action and data synchronization.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating PayPal with Epicor?
Challenges include harmonizing data across disparate systems, managing API rate limits effectively, ensuring robust error handling for payment failures, accurately reconciling transactions, and keeping integrations updated with evolving APIs. A scalable iPaaS is specifically designed to address these complexities through its advanced features.
Implementation Timeline

Go live with PayPal + 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 PayPal 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 PayPal + 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 PayPal + 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 PayPal + 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