Integration Hero
Connect™

PayTrace + Epicor Integration

Clarity Connect™ integrates PayTrace with Epicor, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

Get Pricing

See how it works
The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links PayTrace and Epicor 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 PayTrace and Epicor.

  • Custom fields in Epicor `Customer` to store PayTrace `CustomerVaultID` or other payment-related metadata.
  • Custom fields in Epicor `SalesOrder` or `Invoice` to store PayTrace `TransactionID` or payment status details.
  • Mapping of custom fields from eCommerce/CRM to Epicor `SalesOrder` or `Customer` entities, and vice-versa, with corresponding PayTrace linkages.
Implementation Timeline

Go live with PayTrace + 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 PayTrace 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 PayTrace + 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

  • Custom fields in Epicor `Customer` to store PayTrace `CustomerVaultID` or other payment-related metadata.
  • Custom fields in Epicor `SalesOrder` or `Invoice` to store PayTrace `TransactionID` or payment status details.
  • Mapping of custom fields from eCommerce/CRM to Epicor `SalesOrder` or `Customer` entities, and vice-versa, with corresponding PayTrace linkages.

Robust Integration Architecture: PayTrace + Epicor

The integration follows a modern, event-driven architecture powered by an iPaaS, ensuring high availability, scalability, and security for critical financial transactions between PayTrace and Epicor.

Data Flow Steps

Event-Driven Architecture: Utilizing PayTrace webhooks for real-time payment status updates.

API-First Approach: Leveraging RESTful APIs for programmatic access and robust data exchange.

Canonical Data Model: Standardizing data formats within the iPaaS before transformation.

Error Handling with Idempotency: Designing flows to prevent duplicate processing on retries.

Asynchronous Processing: Using queues for non-real-time or high-volume operations.

Microservices Integration: Modular, reusable integration components within the iPaaS.

Data Touchpoints

iPaaS Platform (Integration Runtime, Designer, Monitoring)
PayTrace APIs & Webhooks
Epicor Kinetic REST APIs (or Epicor Service Connect for legacy)
Secure Credential Vault (within iPaaS or external like AWS Secrets Manager)
Message Queues/Event Hubs (for asynchronous processing)
AI/ML Engine (for fraud, anomaly detection, mapping assistance)
Monitoring & Alerting System

"A central iPaaS platform connects PayTrace and Epicor. PayTrace webhooks trigger real-time workflows in the iPaaS. The iPaaS then uses Epicor's REST APIs for data creation and updates. Scheduled jobs within the iPaaS handle daily reconciliation tasks. AI/ML components are integrated for fraud detection, anomaly detection, and intelligent mapping."

Pricing

Simple, transparent pricing for PayTrace + 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 PayTrace

Integrating PayTrace 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 (PayTrace) <> CashReceipt (Epicor)

Seamlessly transfer successful payment records from PayTrace to Epicor for accurate Accounts Receivable posting and cash application.

PayTrace Fields

TransactionID Amount Currency TransactionType Status Timestamp CardType Last4Digits CustomerVaultID OriginalTransactionID (for refunds)

Epicor Fields

CashReceiptID CustNum InvoiceNum ReceiptDate CheckAmt (mapped from Amount) GLAccount AppliedToInvoice ReferenceNum (mapped from TransactionID)

Mapping Notes

Map PayTrace's `TransactionID` to Epicor's `ReferenceNum` for traceability. `Amount` maps to `CheckAmt`. `CustomerVaultID` can be used to link to Epicor's `CustNum`. Refund transactions in PayTrace should trigger a Credit Memo or adjustment in Epicor.

Next Steps

See PayTrace + 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 with PayTrace & Epicor

Automate the entire order-to-cash cycle by capturing payments via PayTrace upon eCommerce checkout and instantly posting them as cash receipts against sales orders in Epicor. This ensures real-time order fulfillment triggers and accurate AR.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Payment is processed securely by PayTrace, generating a Payment Transaction and Customer Vault Profile (if new).
  3. 2 iPaaS captures PayTrace payment success event (webhook).
  4. 3 iPaaS creates/updates SalesOrder in Epicor with payment details.
  5. 4 iPaaS posts Payment Transaction as a CashReceipt in Epicor AR.
  6. 5 Order status is updated in eCommerce and Epicor.

Business Outcome

Accelerated order fulfillment, real-time cash application, reduced manual data entry, improved customer experience.

Frequency

Real-time

Implementation Timeline

Go live with PayTrace + 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 PayTrace 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 PayTrace + 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

⚡ Transformation Logic

  • PayTrace `Timestamp` is converted to Epicor's date/time format for `ReceiptDate` or `JournalDate`.
  • PayTrace `Amount` is mapped to Epicor `CheckAmt` (for CashReceipt) or `InvoiceAmt` (for Credit Memo).
  • PayTrace `TransactionID` is mapped to Epicor `ReferenceNum` for traceability across systems.
  • Specific PayTrace `TransactionType` values (e.g., 'Sale', 'Refund') are translated into Epicor's corresponding AR actions (Cash Receipt, Credit Memo).
  • For settlement, `TotalSales`, `TotalRefunds`, and `NetSettlementAmount` are mapped to specific `GLAccount` debits/credits in Epicor `JournalEntry`.
  • Customer matching logic ensures `CustomerVaultID` from PayTrace is linked to an existing or newly created `CustNum` in Epicor.

🛡️ Error Handling

  • PayTrace transaction success, but Epicor CashReceipt creation fails due to invalid `CustNum`.
  • Duplicate `CashReceipt` posted in Epicor due to network retry without idempotency.
  • PayTrace webhook not received by iPaaS, leading to delayed Epicor update.
  • Settlement report data mapping to incorrect Epicor `GLAccount`.
  • Rate limit exceeded on Epicor API, causing temporary processing delays.
Pricing

Simple, transparent pricing for PayTrace + 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 PayTrace with Epicor?
The primary benefit is end-to-end automation of your order-to-cash cycle, from payment processing in PayTrace to cash receipt posting and reconciliation in Epicor. This reduces manual effort, accelerates cash flow, ensures data accuracy, and enhances PCI compliance.

Security & Compliance FAQs

▸ How does this integration ensure PCI compliance for Epicor users?
The integration leverages PayTrace's Customer Vault and tokenization. Sensitive cardholder data is never stored in Epicor; only non-sensitive tokens are exchanged and stored. This significantly reduces Epicor's PCI scope, ensuring your ERP environment remains compliant.

Use Cases FAQs

▸ Can I automate recurring billing with PayTrace and Epicor?
Yes, absolutely. By integrating PayTrace's Customer Vault profiles with Epicor's customer records via the iPaaS, you can securely store payment tokens and trigger automated recurring charges. The iPaaS manages billing schedules and updates Epicor AR accordingly, including dunning processes.

Data Flow FAQs

▸ What data is synchronized between PayTrace and Epicor?
Key data synchronized includes: PayTrace Payment Transactions (sales, refunds) to Epicor Cash Receipts/Credit Memos, Customer Vault IDs to Epicor Customer records, and PayTrace Settlement Reports to Epicor General Ledger entries for reconciliation.

Technical FAQs

▸ How does the iPaaS handle errors and failed transactions?
Our iPaaS implements robust error handling: comprehensive logging, automated retries with exponential backoff for transient issues, dead-letter queues for persistent errors, and real-time alerts to notify relevant teams for critical payment failures, often with AI-assisted resolution suggestions.

AI Features FAQs

▸ What role does AI play in the PayTrace-Epicor integration?
AI enhances the integration through intelligent fraud detection for PayTrace transactions, anomaly detection in daily settlement reconciliation, auto-suggested data mappings, and predictive insights for cash flow. This reduces manual intervention and improves data quality.

Performance FAQs

▸ Is this integration suitable for high-volume enterprise environments?
Yes. PayTrace's robust API infrastructure, combined with a scalable, event-driven iPaaS, is designed to handle high-volume enterprise payment processing. The iPaaS manages orchestration, error handling, and performance optimization to ensure seamless operation.

Implementation FAQs

▸ How quickly can we implement this integration?
Leveraging our low-code/no-code iPaaS platform and pre-built connectors, implementation can typically be achieved in a matter of weeks, rather than months, significantly accelerating your time to value.
Implementation Timeline

Go live with PayTrace + 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 PayTrace 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 PayTrace + 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 PayTrace + 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 PayTrace + 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