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Connect™

Unlock Financial Automation: Seamless Stripe Epicor Integration

Connect Stripe Payments with Epicor ERP for Real-time Financial Reconciliation, Automated Order-to-Cash, and Subscription Management.

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The Challenge

The Disconnect Between Payments and ERP is Costing You

In today's fast-paced digital economy, managing online payments and reconciling them with your Epicor ERP manually is a major bottleneck. Disconnected systems lead to operational inefficiencies, financial inaccuracies, and a poor customer experience.

  • Manual data entry of Stripe payments into Epicor AR.
  • Delayed or inaccurate financial reconciliation and reporting.
  • Inconsistent customer data across payment and ERP systems.
  • Inefficient handling of refunds, chargebacks, and subscription changes.
  • Lack of real-time visibility into cash flow and revenue recognition.
  • High risk of human error and compliance issues.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Stripe & Epicor with a Modern iPaaS

Our intelligent integration platform (iPaaS) provides a powerful, low-code solution to bridge the gap between Stripe and Epicor. By leveraging an API-first and event-driven architecture, we automate your critical financial workflows, ensuring real-time data synchronization and unparalleled operational efficiency.

  • Pre-built, customizable connectors for Stripe and Epicor.
  • Visual drag-and-drop workflow designer.
  • AI-powered data mapping and transformation.
  • Real-time event-driven processing via webhooks.
  • Robust error handling with automated retries and alerts.
Implementation Timeline

Go live with Stripe + 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 Stripe 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 Stripe + 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 Stripe and Epicor.
  • Visual drag-and-drop workflow designer.
  • AI-powered data mapping and transformation.
  • Real-time event-driven processing via webhooks.
  • Robust error handling with automated retries and alerts.
  • Secure credential management and PCI compliance features.
  • Comprehensive monitoring and analytics dashboards.

Stripe-Epicor Integration Details: How Data Flows

Our iPaaS provides a robust framework for integrating Stripe and Epicor, ensuring secure, scalable, and real-time data exchange. The integration is built on an API-first and event-driven architecture, leveraging webhooks for instant updates and REST APIs for comprehensive data operations.

Data Flow Steps

1. Event Trigger: A significant event occurs (e.g., `charge.succeeded` in Stripe, `SalesOrder` created in Epicor via BPM).

2. Webhook/API Call: Stripe sends a webhook payload to the iPaaS, or the iPaaS polls/receives data from Epicor's APIs.

3. Data Ingestion: The iPaaS's Stripe or Epicor connector securely ingests the raw data.

4. Data Transformation: The iPaaS's visual mapping engine transforms the incoming data schema to match the target system's requirements. AI-assisted mapping suggests field matches and complex transformations.

5. Business Logic & Validation: Custom business rules (e.g., tax calculation, shipping method mapping, `Part` lookup) are applied, and data is validated against Epicor's or Stripe's expected formats.

6. Target System API Call: The iPaaS makes an authenticated API call to the target system (e.g., Epicor's `SalesOrderSvc` or Stripe's `Customer` API) with the transformed data.

7. Error Handling & Retry: If the API call fails, the iPaaS logs the error, attempts retries with exponential backoff, or routes the message to a dead-letter queue for manual review.

8. Status Update (Optional): The target system's response is used to update the status in the originating system or an external dashboard.

Data Touchpoints

Stripe: `Customer`, `PaymentIntent`, `Charge`, `Refund`, `Subscription`, `Invoice`, `Product`, `BalanceTransaction`, `Payout`, `WebhookEvent`
Epicor: `Customer`, `SalesOrder`, `Part`, `Invoice` (AR), `CashReceipt`, `GLAccount`

"Stripe Webhook (e.g., charge.succeeded) -> iPaaS Listener -> Data Transformation & Validation -> Epicor REST API (e.g., SalesOrderSvc/SalesOrders) -> Epicor Response -> iPaaS Logging/Alerting. Bi-directional: Epicor BPM Event -> iPaaS Trigger -> Data Transformation -> Stripe API (e.g., /v1/customers) -> Stripe Response."

Pricing

Simple, transparent pricing for Stripe + 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 Stripe

Integrating Stripe 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 Entity Mappings: Stripe to Epicor

A successful integration hinges on precise data mapping between Stripe and Epicor entities. Our iPaaS provides intelligent tools to define these mappings, ensuring data integrity and consistency.

Customer

Unifying customer profiles across payment and ERP systems for consistent billing and service.

Stripe Fields

id email name description metadata (for `erpcustomerid`) address phone

Epicor Fields

CustNum CustID Name EmailAddress Address1 City State Zip Country PhoneNum ContactName

Mapping Notes

Stripe `id` should be stored in an Epicor custom field (e.g., `StripeCustID_c`) for cross-referencing. Epicor `CustID` can be stored in Stripe `metadata`. Bi-directional sync requires careful deduplication logic.

Next Steps

See Stripe + 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

Automates the entire flow from a customer placing an order on an eCommerce platform, paying via Stripe, to the order being fulfilled and recorded in Epicor. This workflow ensures real-time data synchronization and minimizes manual intervention.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce, payment via Stripe `PaymentIntent`.
  2. 1 Stripe `charge.succeeded` webhook triggers iPaaS.
  3. 2 iPaaS fetches `Charge` and `Customer` details from Stripe.
  4. 3 iPaaS creates/updates `Customer` in Epicor (if new) using `Erp.BO.CustomerSvc/Customers`.
  5. 4 iPaaS creates `SalesOrder` in Epicor using `Erp.BO.SalesOrderSvc/SalesOrders`, mapping `Part` and `OrderDtl`.
  6. 5 iPaaS creates `CashReceipt` in Epicor using `Erp.BO.CashReceiptSvc/CashReceipts`, linking to the Epicor `Invoice` generated from the `SalesOrder`.

Business Outcome

Instant order processing, accurate AR posting, reduced order fulfillment delays, and a complete audit trail.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerate Cash Flow & Reconciliation
Automate the posting of Stripe payments directly into Epicor AR as Cash Receipts, dramatically reducing manual effort and speeding up reconciliation cycles. Gain real-time insight into your financial position.
Enhance Data Accuracy & Consistency
Eliminate manual data entry errors and ensure a single source of truth for customer, order, invoice, and payment data across Stripe and Epicor. Leverage AI for data validation and deduplication.
Streamline Order-to-Cash Processes
Automate the entire order lifecycle from eCommerce payment in Stripe to Sales Order creation and fulfillment in Epicor, accelerating delivery and improving customer satisfaction.
Simplify Subscription Management
Seamlessly synchronize Stripe Billing subscriptions and invoices with Epicor, ensuring accurate revenue recognition, automated billing, and simplified management of recurring payments.
Boost Operational Efficiency
Free up your finance and operations teams from repetitive, manual tasks, allowing them to focus on strategic initiatives and high-value activities. Reduce overall operational costs.
Improve PCI Compliance & Security
Leverage Stripe's PCI DSS certification and secure iPaaS practices to handle payment data, minimizing your compliance scope and safeguarding sensitive customer information with robust encryption and access controls.
Scale with Confidence
Architected for high throughput and resilience, the integration supports your business growth, handling increasing transaction volumes and expanding into new markets without performance bottlenecks.
✨

Accelerate Cash Flow & Reconciliation

70% Reduction in manual reconciliation time

📋 What You Get

Automate the posting of Stripe payments directly into Epicor AR as Cash Receipts, dramatically reducing manual effort and speeding up reconciliation cycles. Gain real-time insight into your financial position.

💼 Business Impact

This benefit directly contributes to 70% improvement in Reduction in manual reconciliation time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Stripe + 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 Stripe 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 Stripe + 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/charges Create a new charge. Used for one-time payments if not using PaymentIntents.
POST, GET /v1/payment_intents Manage dynamic payment flows. Monitor `status` for `succeeded` to trigger Epicor workflows.
POST, GET, PATCH /v1/customers Create, retrieve, or update customer objects. Syncs with Epicor `Customer`.
POST, GET, PATCH /v1/subscriptions Create, retrieve, or manage customer subscriptions. Syncs with Epicor `Invoice` and `Customer`.
POST /v1/refunds Issue refunds for existing charges. Triggers Epicor Credit Memo creation.
GET /v1/invoices Retrieve invoices. Used for syncing Stripe Billing invoices to Epicor AR.
POST (configuration) /v1/webhooks Configure webhook endpoints to receive real-time event notifications from Stripe.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert Stripe's base unit (cents) to Epicor's decimal currency format.
  • Field Concatenation/Splitting: Combine or split fields (e.g., Stripe full address to Epicor segmented address fields).
  • Lookup Tables: Map Stripe `Product` IDs to Epicor `PartNum`s, or Stripe `Refund.reason` to Epicor `ReasonCode`s.
  • Conditional Logic: Apply different Epicor posting rules based on Stripe transaction type (e.g., `Charge` vs. `Subscription` vs. `Refund`).
  • Date/Time Formatting: Ensure consistency in date and time formats between systems.
  • Metadata Parsing: Extract Epicor-specific IDs from Stripe `metadata` fields for accurate record linking.

🛡️ Error Handling

  • Stripe card decline (handled by Stripe, status reflected in Epicor if order created).
  • Epicor API validation error (e.g., invalid `PartNum`, missing `CustNum`).
  • Network connectivity issues between iPaaS and Stripe/Epicor.
  • Stripe rate limit exceeded (handled by iPaaS retry logic).
  • Data mapping discrepancies leading to incorrect Epicor entries.
  • Duplicate records due to idempotency failures (prevented by iPaaS best practices).
Pricing

Simple, transparent pricing for Stripe + 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.

Financial Automation FAQs

▸ What is the best way to integrate Stripe with Epicor for financial reconciliation?
The most effective way is to use a modern iPaaS platform. It listens for Stripe webhooks like `charge.succeeded`, `charge.refunded`, and `payout.paid`, transforms this data into journal entries or cash receipts, and posts them directly to your Epicor General Ledger and Accounts Receivable. This automates reconciliation and minimizes manual effort, providing real-time financial visibility.

Data Synchronization FAQs

▸ How can I ensure real-time synchronization of customer data between Stripe and Epicor?
Leverage an event-driven architecture. When a new customer is created in Epicor (via BPM events) or Stripe (`customer.created` webhook), the iPaaS triggers a workflow to create/update the customer in the other system. This ensures a unified customer view, consistent billing, and accurate contact information across both platforms.

Technical Challenges FAQs

▸ What are the common technical challenges when integrating Stripe and Epicor, and how does iPaaS help?
Common challenges include managing API rate limits, handling diverse error responses, ensuring data consistency across systems, and securing API keys/webhooks. An iPaaS provides built-in connectors, error handling (retries, dead-letter queues), advanced data mapping and transformation tools, and secure credential management, abstracting much of the technical complexity for both Stripe's REST APIs and Epicor's OData endpoints.

Subscription Billing FAQs

▸ Can I automate subscription management in Stripe and sync it with Epicor using low-code tools?
Absolutely. Modern iPaaS platforms offer low-code/no-code visual designers that allow business users to create workflows for subscription lifecycle management. This includes automatically creating Epicor AR Invoices from Stripe `Subscriptions`, handling upgrades/downgrades, and syncing payment statuses based on Stripe `invoice.payment_succeeded` webhooks without extensive coding.

Payment Processing FAQs

▸ How do I handle failed Stripe payments and refunds in an automated way within Epicor?
Configure your iPaaS to listen for Stripe webhooks like `charge.failed` and `charge.refunded`. For failed payments, the workflow can update the Epicor `SalesOrder` status or trigger dunning. For refunds, the iPaaS automatically creates a corresponding `Credit Memo` in Epicor's AR module, ensuring accurate financial adjustments and reducing manual intervention.

AI & Automation FAQs

▸ How does AI enhance my Stripe-Epicor integration workflows?
AI significantly augments workflows by automating exception handling for payment failures, providing smart mapping suggestions during data transformation between Stripe and Epicor schemas, detecting anomalies in transaction data for fraud prevention, and even predicting customer churn based on payment history. This reduces manual effort and improves decision-making across financial operations.

Technical Compatibility FAQs

▸ Is it possible to integrate Stripe with legacy on-premise Epicor ERP systems?
Yes, a hybrid iPaaS solution can facilitate this. The cloud-based iPaaS connects to Stripe's APIs and webhooks, while a secure, lightweight agent deployed on-premise connects to your legacy Epicor instance (e.g., via Epicor Service Connect or custom APIs), bridging the gap between cloud and legacy systems for seamless data flow and ensuring data security.

Security & Compliance FAQs

▸ How do I ensure data security and PCI compliance when integrating Stripe with Epicor?
Stripe is PCI DSS Level 1 certified. To maintain compliance, use Stripe.js or their mobile SDKs to tokenize card data client-side, ensuring sensitive card information never touches your servers. Your iPaaS should handle API keys securely, use HTTPS for all communications, implement webhook signature verification, and adhere to least-privilege access principles for Epicor integration users.
Implementation Timeline

Go live with Stripe + 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 Stripe 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 Stripe + 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 Stripe + 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 Stripe + 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