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Unify Epicor ERP & Sage Pay (Opayo) with AI-Powered Automation

Streamline Payments, Accelerate Reconciliation, and Boost Financial Accuracy for Mid-Market Businesses with Low-Code Integration.

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The Challenge

The Costly Disconnect Between ERP and Payment Processing

Mid-market companies often struggle with fragmented financial operations. Manual data entry, delayed reconciliation, and inconsistent payment statuses between Epicor ERP and payment gateways like Sage Pay (Opayo) lead to significant inefficiencies, compliance risks, and a lack of real-time financial visibility.

  • Manual entry of payment data into Epicor from Opayo reports.
  • Slow and error-prone reconciliation of daily settlements.
  • Delayed updates to customer accounts and invoice statuses in Epicor.
  • Challenges in tracking refunds and chargebacks across systems.
  • Increased risk of data discrepancies and compliance issues (e.g., PCI DSS).
  • Inability to get a holistic, real-time view of cash flow and financial health.
Integration Diagram
Solution Illustration
The Solution

Seamless, Intelligent Financial Orchestration with Epicor & Sage Pay (Opayo)

Our AI-first iPaaS solution provides a comprehensive, low-code platform to seamlessly connect Epicor ERP with Sage Pay (Opayo). It automates every step of your financial workflows, from real-time payment processing and cash receipt generation to automated reconciliation and refund management, ensuring data accuracy, compliance, and operational efficiency.

  • Pre-built, customizable connectors for Epicor and Sage Pay (Opayo).
  • AI-driven mapping and workflow suggestions for rapid deployment.
  • Visual, drag-and-drop workflow designer for low-code automation.
  • Real-time, event-driven payment and refund synchronization.
  • Automated daily settlement report processing and reconciliation.
Implementation Timeline

Go live with Sage Pay + 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 Sage Pay 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 Sage Pay + 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

  • Pre-built, customizable connectors for Epicor and Sage Pay (Opayo).
  • AI-driven mapping and workflow suggestions for rapid deployment.
  • Visual, drag-and-drop workflow designer for low-code automation.
  • Real-time, event-driven payment and refund synchronization.
  • Automated daily settlement report processing and reconciliation.
  • Robust error handling with AI-assisted anomaly detection.
  • Centralized monitoring and governance dashboards.
  • PCI DSS compliant data handling via Opayo tokenization.

Technical Integration Overview: Epicor & Sage Pay (Opayo)

This integration leverages a modern iPaaS to orchestrate a robust, secure, and highly automated data flow between Epicor ERP and Sage Pay (Opayo). We utilize the strengths of both platforms' APIs, focusing on event-driven communication for real-time updates and scheduled syncs for batch operations like reconciliation.

Data Flow Steps

Secure Connectivity: Establish secure, authenticated connections to Epicor (via REST APIs, OAuth 2.0) and Sage Pay (Opayo) (via REST APIs, API Keys/OAuth 2.0).

Event Listener Configuration: Configure iPaaS to listen for critical events from Opayo (e.g., successful payment, refund status) via webhooks.

Data Ingestion & Transformation: When an event occurs, raw data from Opayo is ingested, transformed, and mapped to Epicor's data model using the iPaaS's visual mapping canvas and AI-assisted tools.

Epicor API Interaction: Transformed data is then sent to Epicor via its REST APIs to create/update entities like Sales Orders, Customers, Invoices, and Cash Receipts.

Error Handling & Monitoring: Implement multi-tiered error handling, automated retries, and real-time monitoring to ensure data consistency and quickly address any integration failures.

Reconciliation & Reporting: Schedule daily jobs to pull settlement reports from Opayo, reconcile them with Epicor, and post necessary GL entries, with AI flagging anomalies.

Data Touchpoints

Epicor: Customer, SalesOrder, Part, Invoice (AR), CashReceipt, GLAccount.
Sage Pay (Opayo): Payment Transaction, Order, Customer, Refund, Payment Token, Settlement Batch, Fraud Indicator.

"Epicor <--- (REST API, Data Sync) ---> iPaaS <--- (Webhooks, REST API) ---> Sage Pay (Opayo)"

Pricing

Simple, transparent pricing for Sage Pay + 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 Sage Pay

Integrating Sage Pay 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 and AI-Assisted Data Mapping

Harmonizing data between Epicor and Sage Pay (Opayo) is critical. Our iPaaS provides intelligent, visual mapping tools, augmented by AI, to ensure accurate and consistent data flow for key entities.

Customer

Represents the individual or organization making a payment in Opayo and the customer account in Epicor. Essential for sales, AR, and CRM integrations.

Sage Pay Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

Epicor Fields

customerId firstName lastName email billingAddress shippingAddress phone

Mapping Notes

Map `Opayo.customerId` to Epicor's `CustID` or a custom field for unique identification. Ensure address fields are harmonized for consistency. AI can suggest fuzzy matching for name/address to prevent duplicates.

Next Steps

See Sage Pay + 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 completes a purchase on your eCommerce platform (e.g., Shopify, Adobe Commerce), the payment is processed via Sage Pay (Opayo). Upon successful payment, our iPaaS automatically creates a Sales Order and associated Cash Receipt in Epicor, linking all relevant transaction details. This triggers inventory allocation and fulfillment processes in Epicor in real-time, providing immediate order confirmation and accurate financial records.

Integration Steps:

  1. 0 Customer completes purchase on eCommerce site.
  2. 1 Payment processed by Sage Pay (Opayo) via secure API call.
  3. 2 Opayo sends success webhook to iPaaS.
  4. 3 iPaaS creates new Customer record (if new) in Epicor via /api/v2/odata/YourCompany/Erp.BO.CustomerSvc/Customers.
  5. 4 iPaaS creates SalesOrder in Epicor via /api/v2/odata/YourCompany/Erp.BO.SalesOrderSvc/SalesOrders, linking Opayo transactionId.
  6. 5 iPaaS creates CashReceipt in Epicor via /api/v2/odata/YourCompany/Erp.BO.CashReceiptSvc/CashReceipts, referencing the Epicor Invoice.
  7. 6 eCommerce platform receives order/payment confirmation from iPaaS.

Business Outcome

Real-time order processing, reduced manual data entry for sales and finance, immediate cash flow visibility, improved customer satisfaction.

Frequency

Real-time, Event-driven (via Opayo webhooks)

Business Value

Key Integration Benefits

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

Accelerated Order-to-Cash Cycle
Automate payment processing and cash receipt posting, drastically reducing the time from customer order to cash in hand.
Enhanced Financial Accuracy & Compliance
Eliminate manual data entry errors and ensure PCI DSS compliance by securely handling payment data through Opayo tokenization.
Streamlined Reconciliation
Automate daily settlement reconciliation between Opayo and Epicor, cutting hours of manual effort and quickly flagging discrepancies.
Real-time Financial Visibility
Gain instant insights into payment statuses, cash flow, and AR balances, empowering faster, more informed business decisions.
Reduced Operational Costs
Minimize manual labor for data entry and reconciliation, freeing up finance teams for higher-value strategic tasks.
Empowered Business Users
Leverage low-code/no-code tools to allow finance and operations teams to build and manage integrations, reducing IT dependency.
✨

Accelerated Order-to-Cash Cycle

30% Faster O2C

📋 What You Get

Automate payment processing and cash receipt posting, drastically reducing the time from customer order to cash in hand.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster O2C, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Sage Pay + 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 Sage Pay 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 Sage Pay + 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 /api/v2/odata/YourCompany/Erp.BO.SalesOrderSvc/SalesOrders Create new Sales Orders in Epicor from eCommerce payments.
GET/PATCH /api/v2/odata/YourCompany/Erp.BO.SalesOrderSvc/SalesOrders({Company},{OrderNum}) Retrieve or update specific Sales Order details (e.g., status after payment).
POST /api/v2/odata/YourCompany/Erp.BO.CustomerSvc/Customers Create new Customer records from payment details.
POST /api/v2/odata/YourCompany/Erp.BO.APInvoiceSvc/APInvoices Potentially create AP invoices for Opayo fees (though typically handled via GL).
POST /api/v2/odata/YourCompany/Erp.BO.CashReceiptSvc/CashReceipts Record customer cash receipts from Opayo payments.
GET/PATCH /api/v2/odata/YourCompany/Erp.BO.InvoiceSvc/Invoices({Company},{InvoiceNum}) Retrieve or update AR Invoice details, especially payment status for refunds.
POST /api/v2/odata/YourCompany/Erp.BO.JournalEntrySvc/JournalEntries Post GL entries for daily Opayo settlements and fees.

⚡ Transformation Logic

  • Currency Conversion: If multiple currencies are used, implement rules for conversion and rounding.
  • Status Mapping: Map Opayo's payment statuses (e.g., 'OK', 'PENDING', 'FAILED') to Epicor's `OrderStatus` or a custom payment status field.
  • Address Normalization: Standardize billing and shipping address formats for consistency in Epicor.
  • ID Harmonization: Map Opayo `vendorTxCode` to Epicor `SalesOrder.PONum` or a custom field for traceability.
  • Fee Allocation: Automatically categorize Opayo processing fees and map them to specific Epicor `GLAccount`s.

🛡️ Error Handling

  • Epicor API Unavailable: iPaaS retries with exponential backoff; if persistent, routes to dead-letter queue and alerts.
  • Opayo Transaction Failure: iPaaS updates Epicor order status to 'Payment Failed', notifies customer, and logs error.
  • Data Validation Error: AI flags incorrect data format (e.g., invalid email). iPaaS can attempt auto-correction or route for manual review.
  • Duplicate Payment: Idempotency checks prevent duplicate `CashReceipt` creation in Epicor on retry.
  • Reconciliation Mismatch: AI flags discrepancy in settlement report; alerts finance for manual investigation.
Pricing

Simple, transparent pricing for Sage Pay + 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 Epicor with Sage Pay (Opayo)?
The primary benefit is automating your entire order-to-cash cycle, from payment processing to cash receipt posting and reconciliation. This eliminates manual data entry, reduces errors, accelerates cash flow, and provides real-time financial visibility within Epicor, all while ensuring PCI DSS compliance.

AI Features FAQs

▸ How does AI enhance this Epicor-Opayo integration?
AI significantly enhances the integration by providing intelligent mapping suggestions, automating data validation, detecting anomalies (e.g., potential fraud, reconciliation discrepancies), and even suggesting auto-resolutions for common errors. This speeds up deployment, improves data quality, and provides proactive insights.

Security & Compliance FAQs

▸ Is this integration PCI DSS compliant?
Yes, Sage Pay (Opayo) is PCI DSS Level 1 compliant. Our integration solution further helps you maintain your compliance by leveraging Opayo's tokenization services, ensuring sensitive cardholder data never directly touches your systems. All data in transit is encrypted with HTTPS/TLS.

Low-Code/No-Code FAQs

▸ Can I use low-code/no-code tools to customize the Epicor-Opayo workflows?
Absolutely. Our iPaaS platform offers extensive low-code/no-code capabilities, allowing business analysts and finance professionals to graphically design, configure, and modify integration workflows and business rules without writing complex code. This empowers your teams and accelerates customization.

Financial Workflows FAQs

▸ How does the integration handle refunds and chargebacks?
The integration streamlines refunds by allowing them to be initiated from Epicor, which then triggers the refund process in Opayo. For chargebacks, the system can integrate Opayo notifications with case management, automating evidence gathering from Epicor for timely dispute resolution and accurate AR adjustments.

Technical FAQs

▸ What Epicor entities are typically integrated with Sage Pay (Opayo)?
Key Epicor entities integrated include Customer, SalesOrder, Invoice (AR Invoice), CashReceipt, and GLAccount. These are synchronized with Opayo's Payment Transaction, Order, Refund, Payment Token, and Settlement Batch entities.
▸ How does the integration ensure real-time updates?
The integration primarily uses an event-driven architecture. Opayo webhooks notify the iPaaS in real-time about payment successes, failures, or refunds. This immediately triggers corresponding actions and updates in Epicor, ensuring your data is always current.

Support FAQs

▸ What support is available during and after implementation?
We offer comprehensive support including implementation assistance, training for your teams (especially on low-code tools), and ongoing technical support with various SLA options. Our documentation and self-service resources are also available to empower your team.
Implementation Timeline

Go live with Sage Pay + 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 Sage Pay 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 Sage Pay + 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 Sage Pay + 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 Sage Pay + 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