With each buy, your shoppers parting with hard-earned cash. Any inconvenience can show to be a hurdle to profitable gross sales. Having the correct fee platform can make sure you’re delivering fee experiences that match your prospects’ expectations when it comes to security, pace, and extra. CardConnect’s CardPointe platform is one such choice, providing a variety of options catering to the wants of varied sorts of customers.
Nevertheless, simply including the platform to your processes will not be sufficient. To make sure smoother operations and improved buyer experiences, extra companies are investing in the direction of having methods speak to one another by way of ERP Integration.
Integrating Cardpointe and P21 ERP: What It Means
In easy phrases, Enterprise Useful resource Planning or ERP integration will get key enterprise methods throughout your tech stack speaking to one another. It’s attainable via just a few strategies and opens up your enterprise to extra clear processes, and smoother workflows, whereas empowering groups and platforms to higher cater to your prospects: outdated and new.
You’ll be able to combine your Epicor Prophet 21 (P21) ERP along with your Buyer Relation Administration (CRM), Product Info Administration (PIM) instruments your eCommerce platform, EDI, and extra. The “and extra” actually contains your funds gateway as nicely—on this case, CardPointe.
Really useful learn: The Full Information to ERP Integration
How To Combine CardPointe and P21
Level-to-Level Integration
This technique creates a direct one-to-one connection between CardPointe and your ERP utilizing APIs or Enterprise Service Buses (ESBs) with none middleware layer. The mixing is particular to simply these two methods.
Execs:
- Direct connection can provide quick information switch
- Decrease complexity for single-purpose integrations
- No middleware prices or dependencies
Cons:
- Not scalable when you want to add extra methods or functions
- Creates decentralized integration structure that’s tougher to handle
- Every new integration requires separate improvement effort
Excellent For: Small companies with easy wants who solely require CardPointe-to-ERP connectivity and don’t anticipate scaling companies or integrating extra methods within the close to future.
Customized API Integration
Customized API integration means that you can tailor the mixing precisely to your wants. You construct a direct connection between CardPointe’s API and your ERP utilizing {custom} code. CardPointe’s developer-friendly REST APIs allow you to combine fee acceptance into just about any proprietary software or third-party enterprise system, comparable to Oracle and SAP.
Execs:
- Full management over integration performance and customization
- As soon as every part is about up, funds circulation easily, and the system works precisely the way you need
- Will be tailor-made to distinctive enterprise workflows and necessities
Cons:
- Costly and time-consuming, requiring expert builders to construct and keep it, making it a resource-heavy choice
- Ongoing upkeep and updates require continued technical assets
Excellent For: Companies with advanced, distinctive necessities and obtainable technical assets who want deep customization and full management over their fee integration. Greatest suited to bigger enterprises with in-house improvement groups.
Integration Platform/Middleware
An integration platform presents probably the most scalable and versatile choice. It presents pre-built connectors, but in addition permits for {custom} API improvement when wanted. ERP Integration Middleware makes use of third-party merchandise to sync your ERP along with your key enterprise functions, appearing as a bridge between the ERP and the respective software enabling the circulation of data between in any other case remoted instruments. Examples embody DCKAP Integrator, Dell Boomi, and MuleSoft.
Execs:
- You don’t want an in-house technical group because the iPaaS supplier handles the whole integration course of for you
- Price-effective, simple to scale, and requires no upkeep out of your facet
- Offers each pre-built connectors and {custom} choices for flexibility
Cons:
- Ongoing subscription prices that may add up over time
- Dependency on third-party supplier for assist and updates
Excellent For: Organizations in search of a steadiness between pace, flexibility, and affordability, particularly these needing scalability with out the effort of managing integration themselves. Good for mid-sized to massive distributors and producers.
| 💡 Professional-tip: Go for an ERP-first method to your integration. I.e., deal with your ERP system because the central supply of fact and connecting all different enterprise functions (CRM, eCommerce, fee gateways, PIM, EDI) to circulation information into and out of the ERP, moderately than creating remoted point-to-point connections between particular person methods. |
Why Combine CardPointe and P21 ERP?
As talked about beforehand, the fee expertise performs an necessary function in a buyer’s expertise procuring with you. But, that buyer expertise actually begins manner earlier than they’ve even thought to buy your product: in the best way the service provider runs their enterprise: so much which takes place by way of the ERP.
Syncing the 2 methods may also help bridge any gaps in time or processes between the enterprise and its fee gateway. The consequence results in a number of benefits together with:
Reduce the handbook work
Integration helps eradicate handbook effort in addition to the time, effort, and power that comes with it. With out integration, corporations would require to manually replace fee particulars and knowledge in a number of methods. This isn’t simply an costly use of the useful resource however opens the potential of errors which will show to be pricey. Integrating with the ERP permits real-time updates by way of automated synchronization.
Actual-time insights
With the ERP and funds built-in, decision-makers have entry to correct data freed from missed or hidden information, particularly with regard to money circulation. This accuracy can pave the best way for methods that finest leverage the strengths of the group based mostly on its monetary well being, and likewise, foresee and mitigate hurdles that it might point out.
Improved funds monitoring
With the shopper particulars and fee data synced, groups have extra environment friendly entry to data wanted to trace funds with their respective purchases. Conserving tabs on pending and overdue funds additionally turns into extra environment friendly with an built-in setup.
Supply aggressive procuring experiences
An built-in system can be certain that your enterprise presents a seamless and well timed expertise to customers. With the affect of improved B2C procuring experiences from eCommerce giants and repair suppliers, extra patrons are intuitively anticipating equally clean experiences even from B2B portals.
The DCKAP Benefit
DCKAP Integrator is designed for particularly for distributors to simplify their enterprise processes by way of an easy-to-use low-code instrument that takes an ERP-first method to integration. Over 100 distributors are having fun with smoother workflows, improved decision-making backed by correct information, and the perks of providing improved buyer experiences.
Clients select DCKAP Integrator for the next causes:
- Excellent assist and ERP experience: With the assist of a group of ERP consultants (particularly in terms of P21), prospects can confidently depend on the group for integrations to go reside in weeks as a substitute of months and for assist any time they want it.
- Sturdy options: The instrument is filled with options distributors have to handle their integrations, together with superior mapping and modifiers, an intuitive solution to construct workflows, and extra.
- Flexibility and customization: Customers can change integrations with just some clicks, join their very own APIs, and make updates a lot quicker than custom-built options because of the platform-based structure.
- Full visibility and management: Complete monitoring, {custom} e-mail alerts, detailed logging, and reporting give each technical and non-technical customers the power to trace and troubleshoot integrations independently.
- Actual-time enterprise influence: DCKAP Integrator permits real-time buyer information and stock synchronization, automates workflows, reduces errors, and permits companies to scale quickly whereas chopping IT prices.
- ERP-first integration method: DCKAP Integrator ensures that each one the built-in methods are related to the ERP, putting it on the coronary heart of your operations. This method permits for simpler scalability, and ensures your integrations adapt simply to any change in methods.
The product presents limitless integrations: with simply the API, it could join all of the enterprise functions you’ll need to monitor, appearing as a single, real-time supply of fact about your enterprise.
Watch DCKAP Integrator in motion and be taught the way it may also help sort out your particular enterprise challenges by getting your demo scheduled at this time.
FAQs
What’s Epicor P21 ERP?
Epicor’s Prophet 21 (P21) software program is an answer created for distributors to handle all kinds of enterprise processes from stock and warehouse administration and accounting to eCommerce and enterprise intelligence. The software program is constructed on 5 a long time of trade expertise.
The software program has an lively and devoted consumer base who represent the Prophet 21 World Huge Consumer Group.
What’s CardPointe?
CardConnect is a platform providing a large host of fee processing merchandise from a digital terminal, and plug-and-play terminal to a hosted fee web page, and cellular software. The corporate is owned by Fiserv and is headquartered in Philadelphia, USA.
CardPointe—its fee gateway—presents companies a straightforward means to combine, course of, and handle bank card funds via its retailers processing platform. It additionally presents built-in fee options for companies looking for to create in-house SaaS options.
Why ought to I combine my fee gateway with my ERP?
Integration eliminates handbook information entry and the time, effort, and power that comes with it. With out integration, corporations would require manually updating fee particulars and knowledge in a number of methods, which opens the potential of pricey errors. Integration ensures that fee information robotically syncs along with your ERP, lowering errors, rushing up monetary transactions and providing you with a transparent view of money circulation in real-time.
What integration technique ought to I select?
In case you simply want a primary connection and don’t require customization, native connectors are positive. If you need full management and customization, {custom} APIs are the best way to go however be prepared for prime prices and longer setup time. In case you want flexibility, scalability, and ease of use, an integration platform middleware is the only option.
What information will get synced between my fee gateway and ERP?
Buyer particulars and fee data are synced, giving groups environment friendly entry to data wanted to trace funds with their respective purchases. Transaction standing, buyer information, reconciliation information, and bill data circulation robotically between methods. Fee data is stored within the ERP, and when obtainable to the CRM, a salesman might be knowledgeable of funds which can be overdue and help with restoration.
Do I would like technical experience to make use of an integration platform to sync fee methods with my ERP?
With integration platforms, you don’t all the time want an in-house technical group because the instrument supplier handles the whole integration course of for you. Clients utilizing DCKAP Integrator even have the choice of offloading the whole integration implementation in addition to ongoing upkeep to its in-house group of consultants.
What are the primary advantages of integrating funds with my ERP?
Integration gives real-time insights giving decision-makers entry to correct details about money circulation, which may pave the best way for methods that finest leverage the group’s strengths based mostly on its monetary well being. Integration saves time by eliminating handbook information entry, reduces errors from handbook processing, and improves money circulation visibility via real-time monitoring. An built-in system ensures your enterprise presents a seamless and well timed expertise to customers.
