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Seamless Global Healthcare Payments: Integrating Payoneer with Your Epic Ecosystem

Automate cross-border payouts, streamline financial reconciliation, and gain real-time visibility into international transactions for organizations powered by Epic.

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The Challenge

The Challenge of Global Financial Operations in an Epic-Driven Healthcare World

Healthcare organizations utilizing Epic face unique complexities when managing international financial transactions. From paying global research partners to managing multi-currency marketplace settlements, manual processes hinder efficiency, increase costs, and pose significant compliance risks. This disconnect between global payment platforms and core financial systems (which underpin Epic operations) creates a critical bottleneck.

  • Manual processing of mass payouts to international vendors and freelancers is time-consuming and error-prone.
  • Delayed or inaccurate reconciliation of cross-border transactions impacts financial reporting and decision-making.
  • Lack of real-time visibility into multi-currency account balances and transaction fees impairs cash flow management.
  • Navigating diverse international payment regulations and ensuring compliance adds significant administrative burden.
  • Inconsistent data quality across payment platforms and internal financial systems leads to audit challenges.
  • High operational costs associated with traditional international banking methods.
Integration Diagram
Solution Illustration
The Solution

Your Unified Solution for Payoneer & Epic Financial Ecosystems

Our iPaaS-driven integration solution seamlessly connects Payoneer's global payment network with the financial backbone supporting your Epic operations. By automating critical cross-border payment workflows and ensuring real-time data synchronization, we empower healthcare organizations to operate more efficiently, compliantly, and with unprecedented financial clarity.

  • Automated Mass Payouts: Initiate batch payments directly from your ERP to Payoneer for global vendors and freelancers.
  • Real-time Transaction Reconciliation: Synchronize Payoneer payout records and received payments with your accounting system.
  • Dynamic Fee Allocation: Automatically capture and allocate Payoneer transaction fees to specific GL accounts or cost centers.
  • Multi-Currency Balance Synchronization: Gain unified visibility into global cash positions across Payoneer accounts and your TMS/ERP.
  • Secure & Compliant Data Exchange: Ensure PHI (if indirectly handled) and financial data integrity with end-to-end encryption and audit trails.
Implementation Timeline

Go live with Payoneer + Epic 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 Payoneer and Epic, 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 Payoneer + Epic deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Automated Mass Payouts: Initiate batch payments directly from your ERP to Payoneer for global vendors and freelancers.
  • Real-time Transaction Reconciliation: Synchronize Payoneer payout records and received payments with your accounting system.
  • Dynamic Fee Allocation: Automatically capture and allocate Payoneer transaction fees to specific GL accounts or cost centers.
  • Multi-Currency Balance Synchronization: Gain unified visibility into global cash positions across Payoneer accounts and your TMS/ERP.
  • Secure & Compliant Data Exchange: Ensure PHI (if indirectly handled) and financial data integrity with end-to-end encryption and audit trails.
  • Low-Code Workflow Automation: Empower finance teams to design and manage complex payment workflows without coding.

Integration Approach: Connecting Payoneer with Your Epic-Adjacent Financial Systems

Our integration strategy focuses on creating a robust, API-first, and event-driven bridge between Payoneer and the core financial systems that underpin your Epic operations. This ensures secure, real-time data synchronization and workflow automation, tailored to the unique demands of healthcare finance.

Data Flow Steps

Phase 1: Discovery & Design - Analyze existing financial workflows, identify key data entities, and define integration scope and requirements. Map how Payoneer transactions relate to your ERP/accounting system and indirectly to Epic's administrative context.

Phase 2: Connector Setup & Authentication - Establish secure connections using pre-built iPaaS connectors for Payoneer and your ERP/accounting system. Implement OAuth 2.0 for both systems, ensuring token rotation and secure credential management.

Phase 3: Workflow & Data Mapping - Design integration flows using the iPaaS visual designer. Map Payoneer entities (e.g., Payout Record, Received Payment) to corresponding ERP entities (e.g., Vendor Payment, Cash Inflow). Leverage AI for mapping suggestions and data transformation rules.

Phase 4: Event-Driven Triggers & Webhooks - Configure Payoneer webhooks for real-time event capture (e.g., payout status updates, new transactions). Set up triggers in your ERP for events like 'approved invoice for payout'.

Phase 5: Transformation, Validation & Error Handling - Implement data transformation logic (e.g., currency conversion, fee allocation), data validation rules, and robust error handling with retry mechanisms and dead-letter queues.

Phase 6: Testing & Deployment - Conduct comprehensive testing in sandbox environments (Dev, QA) with version control. Deploy validated integration flows to production with continuous monitoring.

Phase 7: Monitoring & Optimization - Utilize iPaaS dashboards for real-time monitoring of integration health, performance, and audit trails. Continuously optimize flows for efficiency and scalability.

Data Touchpoints

Payoneer: Payout Record, Received Payment, Recipient Account, Account Balance, Currency Exchange Rate, Webhook Event.
ERP/Accounting System: Vendor Master, Payment Out, Cash Inflow, Journal Entry, General Ledger, Treasury Management System, Project/Cost Center IDs.
Epic: Indirectly, via financial data synchronization in the ERP for cost allocation related to Epic projects, claims processing for external providers, or administrative reporting.

"ERP (Approved Invoice) -> iPaaS (Extract & Transform) -> Payoneer API (Mass Payout) -> Payoneer Webhook (Payout Status) -> iPaaS (Capture & Transform) -> ERP (Update Payment Status & Reconcile Fees). Payoneer (Received Payment) -> Payoneer Webhook -> iPaaS (Capture & Transform) -> ERP (Post Revenue & Fees). Payoneer (Account Balance) -> iPaaS (Scheduled Fetch) -> TMS/ERP (Update Cash Position)."

Pricing

Simple, transparent pricing for Payoneer + Epic.

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 Payoneer

Integrating Payoneer 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 & Intelligent Mapping for Payoneer and Your Financial Ecosystem

Establishing a canonical data model is crucial for seamless financial integration. We map Payoneer's core entities to your ERP/accounting system, ensuring data harmonization and accurate reconciliation, with indirect links to Epic's administrative context where relevant.

Payout Record (Payoneer) / Payment Out (ERP)

Represents a single payment made by Payoneer to a recipient, originating from an approved invoice in the ERP.

Payoneer Fields

payoutId (Key) recipientId amount currency status creationDate completionDate description feeAmount

Epic Fields

paymentId (Key) vendorId invoiceId paymentAmount paymentCurrency paymentStatus transactionDate postingDate paymentDescription feesAmount GLAccount (for fees)

Mapping Notes

The `payoutId` from Payoneer is mapped to a custom field or reference ID in the ERP's `Payment Out` record for traceability. `recipientId` links to `vendorId`. `feeAmount` is critical for a separate expense posting. `status` updates drive ERP record changes. The `description` field can carry ERP invoice/project IDs for reconciliation.

Next Steps

See Payoneer + Epic 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.

Automated Mass Payouts for Global Healthcare Workforce

A large healthcare system uses Epic for its clinical operations and employs a global network of remote medical transcriptionists, telehealth consultants, and research assistants. The integration automates mass payouts to these individuals via Payoneer, directly linked to approved invoices in their ERP.

Integration Steps:

  1. 0 ERP generates batch of approved vendor invoices for global contractors.
  2. 1 iPaaS extracts vendor details and payment amounts from ERP.
  3. 2 iPaaS transforms data to Payoneer's `/v2/masspayouts` format and initiates payout.
  4. 3 Payoneer processes payments and notifies iPaaS via webhooks.
  5. 4 iPaaS updates ERP with real-time payout statuses and associated fees, linked to Epic-related project codes.

Business Outcome

Payments are processed within hours instead of days, reducing administrative overhead and improving contractor satisfaction. Real-time reconciliation eliminates manual tracking.

Frequency

Daily, weekly, or on-demand batch, real-time for status updates

Business Value

Key Integration Benefits

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

Accelerate Global Payouts
Automate mass payments to international vendors and freelancers, reducing manual effort and ensuring timely disbursements across multiple currencies.
Achieve Real-time Reconciliation
Synchronize Payoneer transaction data with your ERP/accounting system instantly, eliminating manual data entry and speeding up month-end closes.
Enhance Financial Visibility
Gain a unified, real-time view of multi-currency balances and transaction fees across Payoneer accounts, informing better cash flow management.
Ensure Compliance & Auditability
Maintain a secure, auditable trail for all cross-border transactions, simplifying regulatory compliance and internal audits.
Reduce Operational Costs
Eliminate manual tasks, minimize errors, and optimize payment routing to significantly lower the cost of managing global financial operations.
Empower Business Users
Leverage low-code/no-code tools to enable finance and operations teams to build and modify payment workflows, reducing IT dependency.
✨

Accelerate Global Payouts

80% Reduction in payment processing time

📋 What You Get

Automate mass payments to international vendors and freelancers, reducing manual effort and ensuring timely disbursements across multiple currencies.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in payment processing time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Payoneer + Epic 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 Payoneer and Epic, 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 Payoneer + Epic 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
GET /v2/accounts/balances Retrieve current balances for all associated Payoneer accounts across various currencies, crucial for real-time cash management and reconciliation.
POST /v2/masspayouts Initiate a batch of payments to multiple recipients. Essential for automating global vendor payouts, freelancer payments, or affiliate commissions from an ERP or payroll system.
GET /v2/masspayouts/{payoutId}/status Check the real-time status of a specific mass payout, allowing for proactive monitoring and updates to source systems.
GET /v2/transactions Fetch detailed transaction history, including payments received, sent, and associated fees. Vital for financial reporting, reconciliation, and audit trails.
GET /v2/transactions/{transactionId}/details Retrieve granular details for a specific transaction, useful for exception handling or deep dive analysis.

⚡ Transformation Logic

  • Currency Conversion: Automatically apply current exchange rates (fetched from Payoneer or external FX services) for multi-currency transactions, ensuring accurate reporting in the ERP's base currency.
  • Fee Allocation: Extract `feeAmount` from Payoneer records and post as a distinct expense line item to a predefined GL account in the ERP.
  • Status Normalization: Map Payoneer-specific status codes (e.g., 'PROCESSING', 'COMPLETED') to corresponding ERP payment statuses (e.g., 'PENDING', 'PAID').
  • Data Enrichment: Augment Payoneer transaction data with additional context from ERP (e.g., project IDs, department codes) for granular reporting.
  • Payer/Payee Harmonization: Standardize `sourceEntity` (Payoneer) to match `Customer` or `Marketplace` IDs in ERP, and `recipientId` to `Vendor` IDs.

🛡️ Error Handling

  • Payoneer API Rate Limit Exceeded: Handled by exponential backoff and queuing.
  • Invalid Recipient Details: Data validation flags issue, triggers alert for manual correction in ERP.
  • Insufficient Funds in Payoneer Account: Triggers immediate alert to treasury/finance team.
  • Network Connectivity Issues: Retries with increasing delays; if persistent, alerts relevant teams.
  • Data Transformation Failure: Logs error, quarantines message in dead-letter queue, alerts mapping specialist.
  • Duplicate Transaction Attempt: Identified by unique transaction IDs, prevented from re-processing.
Pricing

Simple, transparent pricing for Payoneer + Epic.

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.

Benefits FAQs

▸ What are the primary benefits of integrating Payoneer with my Epic-driven organization's financial systems?
Integrating Payoneer provides automated mass payouts to global vendors/freelancers, real-time financial reconciliation, enhanced visibility into multi-currency balances, reduced manual effort, and improved compliance for cross-border transactions, all supporting the financial backbone of your Epic operations.

Technical FAQs

▸ How does an iPaaS support Payoneer's multi-currency capabilities for healthcare finance?
An iPaaS handles Payoneer's multi-currency transactions by providing robust data mapping and transformation tools. It normalizes currency codes, applies dynamic exchange rates, and ensures multi-currency payouts and received payments are accurately recorded and reconciled in your ERP or accounting system, eliminating manual conversions and discrepancies.
▸ What technical considerations are important for Payoneer API integrations in a healthcare context?
Key considerations include using OAuth 2.0 for secure authentication, implementing robust error handling with retry logic and dead-letter queues, adhering to Payoneer's API rate limits through intelligent batching, and leveraging webhooks for real-time updates. Secure storage of API credentials and HIPAA-compliant data handling are paramount.

Use Cases FAQs

▸ Can I automate mass payouts to international healthcare freelancers and vendors using this integration?
Absolutely. An iPaaS orchestrates an end-to-end mass payout workflow. It monitors your ERP for approved invoices (potentially linked to Epic projects), extracts recipient details, maps them to Payoneer's payout format, initiates the payout via API, and updates your ERP with real-time payment statuses and fees.

AI FAQs

▸ How can AI enhance my Payoneer integration workflows for financial accuracy?
AI significantly enhances Payoneer integrations through intelligent mapping suggestions for complex reconciliation, automated anomaly detection for fraud prevention, predictive insights for optimizing currency conversion, and autonomous exception handling for payment errors. This leads to higher data quality and reduced manual intervention.

iPaaS FAQs

▸ Is Payoneer integration compatible with low-code/no-code iPaaS platforms?
Yes, Payoneer's API-first design is highly compatible. Low-code/no-code iPaaS platforms offer visual designers and pre-built connectors, allowing finance and operations users to configure complex Payoneer workflows, data mappings, and business rules without extensive coding, accelerating deployment and empowering operational teams.

Security & Compliance FAQs

▸ How do I ensure data security and HIPAA compliance when integrating Payoneer with my healthcare organization's systems?
Ensure security and HIPAA compliance by using OAuth 2.0, encrypting all data (in transit and at rest), validating webhook signatures, and adhering to data privacy regulations (e.g., GDPR). Implement strict access controls, comprehensive logging, and auditing within your iPaaS. A signed Business Associate Agreement (BAA) with your iPaaS vendor is crucial.

Financial FAQs

▸ What's the best way to manage Payoneer transaction fees in my accounting system?
The best approach is to automatically extract `feeAmount` from Payoneer transaction and payout records via your iPaaS. Then, map and post these fees as separate expense line items to designated general ledger accounts in your accounting system. This ensures accurate cost allocation and transparent financial reporting, eliminating manual calculation.
Implementation Timeline

Go live with Payoneer + Epic 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 Payoneer and Epic, 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 Payoneer + Epic 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 Payoneer + Epic.

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 Payoneer + Epic 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