ERP Integration

The Challenge

Most ERPs limit merchants to one or two embedded payment options, forcing every merchant on the platform to use the same gateway. This eliminates competition, inflates processing costs, and strips merchants of the advanced features they need. Worse, switching payment processors means disrupting the entire ERP workflow — a costly barrier that keeps merchants locked in and overpaying on every transaction.

The Solution

The Client Company Customer Portal provides off-the-shelf integrations with the top 25 commercial ERPs, giving merchants the freedom to choose any payment gateway while maintaining seamless ERP connectivity. Invoices, payments, and transaction data synchronize automatically between the ERP and the portal — no manual reconciliation, no workflow disruption. Merchants get full access to surcharging, Level III optimization, consolidated payments, and every other platform feature regardless of which ERP they run.

Key Capabilities

Pre-Built ERP Connectors: Ready-to-deploy integrations for the top 25 commercial ERPs including SAP, NetSuite, Microsoft Dynamics, Epicor, Sage, QuickBooks, and more
Gateway Independence: Choose any payment gateway — the integration layer sits between the ERP and the gateway, giving merchants full control over their processing relationship
Bi-Directional Data Sync: Invoices flow from the ERP to the portal automatically; payments and transaction statuses flow back to the ERP in real time
Zero-Disruption Deployment: Integrations overlay existing ERP configurations without requiring changes to current workflows or data structures
Unified Reporting: Consolidated view of all payment activity across both the portal and the ERP, eliminating reconciliation gaps
Scalable Architecture: Support for multi-entity, multi-location merchants with complex ERP environments

Portal Preview

portal.clientcompany.com/admin/erp-connectors

ERP Integration Status

ERP Platform	Connector Type	Data Sync	Status
Microsoft Dynamics 365	Pre-Built	Bi-Directional	Connected
SAP Business One	Pre-Built	Bi-Directional	Connected
NetSuite	Pre-Built	Bi-Directional	Connected
Epicor Eclipse	Pre-Built	Bi-Directional	Connected
Sage Intacct	Pre-Built	Bi-Directional	Configuring
QuickBooks Enterprise	Pre-Built	Bi-Directional	Configuring

Showing 6 of 25 supported ERPs — all connectors include bi-directional invoice and payment sync

Benefits

Cost Savings

Freedom to choose competitive processing rates, plus access to surcharging and Level III interchange optimization that embedded ERP payment solutions rarely offer.

Operational Efficiency

Eliminate manual reconciliation between payment systems and the ERP. Invoices, payments, and transaction data sync automatically in both directions.

Future-Proof Flexibility

Switch gateways, add payment methods, or upgrade features without disrupting ERP operations. The integration layer insulates the ERP from downstream changes.

Merchant Satisfaction

Deliver a modern, full-featured payment experience to customers while maintaining complete backend ERP integrity and data consistency.