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Unlock Intelligent Finance: Microsoft Dynamics NAV & BridgePay Integration

Automate Payments, Accelerate Reconciliation, and Drive Proactive Financial Management with AI-Powered Integration.

The Challenge

The Disconnect: Manual Payments & Fragmented Financial Data

Businesses relying on Microsoft Dynamics NAV for ERP often struggle with manual, error-prone payment processes and fragmented financial data when using external payment gateways like BridgePay. This disconnect leads to operational inefficiencies, delayed cash flow, and significant compliance risks.

  • Manual data entry for payment transactions into NAV, leading to errors and delays.
  • Slow and labor-intensive financial reconciliation between BridgePay settlements and NAV's General Ledger.
  • Lack of real-time visibility into payment statuses and cash flow, hindering decision-making.
  • Compliance concerns (PCI DSS) due to handling raw cardholder data across multiple systems.
  • Inefficient refund processing and customer payment method updates.
  • Limited ability to leverage payment data for advanced analytics or fraud detection.
  • Difficulty scaling payment operations with business growth due to manual bottlenecks.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Microsoft Dynamics NAV & BridgePay with an Intelligent iPaaS

Our solution provides a comprehensive, AI-powered integration between Microsoft Dynamics NAV and BridgePay, orchestrating a seamless flow of payment, customer, and financial data. Built on a modern iPaaS platform, it automates critical workflows, ensures data accuracy, enhances security, and delivers real-time financial insights.

  • Bi-directional Data Synchronization
  • Real-time Payment Processing Automation
  • Automated Settlement & Reconciliation
  • Secure Tokenization & PCI DSS Compliance
  • AI-Driven Anomaly Detection & Mapping
Implementation Timeline

Go live with BridgePay Microsoft + Dynamics NAV 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 BridgePay Microsoft and Dynamics NAV, 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 BridgePay Microsoft + Dynamics NAV deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional Data Synchronization
  • Real-time Payment Processing Automation
  • Automated Settlement & Reconciliation
  • Secure Tokenization & PCI DSS Compliance
  • AI-Driven Anomaly Detection & Mapping
  • Customizable Workflow Orchestration
  • Centralized Monitoring & Error Handling

Technical Integration Overview: Dynamics NAV & BridgePay

The integration between Microsoft Dynamics NAV and BridgePay is architected for robustness, security, and scalability, leveraging a modern iPaaS as the central orchestration layer. It relies on API-first connectivity, utilizing web services for NAV and RESTful APIs for BridgePay, enabling both real-time event-driven and scheduled batch synchronizations.

Data Flow Steps

Connectors & Authentication: Securely establish connections to Dynamics NAV (SOAP/OData with Azure AD/Windows Auth or OAuth 2.0 for cloud) and BridgePay (OAuth 2.0/API Keys) within the iPaaS.

Event Listeners/Triggers: Configure webhooks from BridgePay (e.g., payment success, refund, fraud) to trigger iPaaS workflows. Set up scheduled jobs for data extraction from NAV (e.g., daily GL entries, customer updates) or BridgePay (e.g., settlement reports).

Data Extraction: Pull relevant data from the source system (e.g., payment details from BridgePay, order details from NAV) using optimized API calls.

Data Transformation & Mapping: Utilize the iPaaS's visual mapping canvas and transformation engine to normalize data structures, apply business logic, and enrich data fields to match the target system's schema. AI-assisted mapping accelerates this process.

Data Validation: Implement validation rules to ensure data integrity before ingestion into the target system (e.g., valid customer ID, correct currency format).

Data Ingestion: Push the transformed and validated data into the target system via its respective API. Implement idempotent operations to prevent duplicates.

Error Handling & Monitoring: Configure comprehensive error logging, automated retry mechanisms, dead-letter queues, and real-time alerts within the iPaaS for proactive issue resolution.

Feedback Loop: Update the source system with relevant status changes from the target system (e.g., invoice marked 'Paid' in NAV updates order status in eCommerce via BridgePay reference).

Data Touchpoints

BridgePay: Payments, Transactions, Refunds, Customers, Orders, Settlement Batches, Fraud Events, Payment Methods.
Microsoft Dynamics NAV: Customers, Items, Sales Orders, Sales Invoices, Sales Credit Memos, General Ledger Entries, Vendors.

"BridgePay (Webhooks/API) <--> iPaaS (Connectors, Data Transformation, Orchestration, AI) <--> Microsoft Dynamics NAV (OData/SOAP Web Services)"

Pricing

Simple, transparent pricing for BridgePay Microsoft + Dynamics NAV.

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 BridgePay Microsoft

Integrating BridgePay Microsoft 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 Data Mapping

Seamless data flow between Dynamics NAV and BridgePay requires precise mapping of core business entities. Our iPaaS provides a visual canvas with AI-assisted mapping to ensure accuracy and reduce manual effort for these critical data touchpoints.

Customer

Synchronizes customer details, including contact information, billing/shipping addresses, and payment method references, ensuring a unified customer view across sales, finance, and payment processing.

BridgePay Microsoft Fields

[field, No.],[type, string],[description, Unique Customer ID] [field, Name],[type, string],[description, Customer Name] [field, Address],[type, string],[description, Billing Address] [field, Phone No.],[type, string],[description, Contact Phone] [field, Email],[type, string],[description, Contact Email] [field, Credit Limit (AI-enhanced)],[type, decimal],[description, Customer Credit Limit] [field, Payment Terms Code],[type, string],[description, Payment Terms] [field, Blocked (AI-suggested)],[type, boolean],[description, Customer Blocked Status]

Dynamics NAV Fields

[field, customerId],[type, string],[description, Unique BridgePay Customer ID] [field, firstName],[type, string],[description, Customer First Name] [field, lastName],[type, string],[description, Customer Last Name] [field, email],[type, string],[description, Customer Email] [field, billingAddress],[type, object],[description, Billing Address Details] [field, shippingAddress],[type, object],[description, Shipping Address Details] [field, paymentMethodTokens],[type, array],[description, List of tokenized payment methods]

Mapping Notes

Dynamics NAV 'No.' typically maps to BridgePay 'customerId'. NAV 'Name' can be split into 'firstName' and 'lastName' using transformation rules. 'Address' fields require granular mapping to BridgePay's structured address object. Payment method tokens from BridgePay should be stored as a custom field or reference in NAV, never raw card data.

Next Steps

See BridgePay Microsoft + Dynamics NAV integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

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 & Payment Synchronization

Automate the flow of new orders and payment confirmations from your online store through BridgePay to Microsoft Dynamics NAV, ensuring immediate order processing and accurate financial records. This prevents overselling and speeds up fulfillment.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce site, payment processed by BridgePay.
  2. 1 BridgePay sends 'Payment Success' webhook to iPaaS.
  3. 2 iPaaS creates/updates Customer in NAV (if new/existing).
  4. 3 iPaaS creates Sales Order in NAV, including line items and linking BridgePay transaction ID.
  5. 4 iPaaS triggers Invoice creation and marks it 'Paid' in NAV.
  6. 5 NAV updates inventory levels.
  7. 6 iPaaS sends confirmation back to eCommerce platform to update order status.

Business Outcome

Real-time inventory updates, instant order fulfillment, improved customer satisfaction, and accurate revenue recognition.

Frequency

Real-time (event-driven)

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 financial postings, drastically reducing the time from order placement to cash receipt.
Enhanced Financial Accuracy & Reconciliation
Eliminate manual data entry errors and automate daily settlement reconciliation, ensuring precise GL postings and audit readiness.
Superior Security & PCI Compliance
Leverage BridgePay's tokenization and secure iPaaS practices to ensure raw cardholder data never touches your systems, maintaining PCI DSS compliance.
Real-time Financial Visibility
Gain immediate insights into payment statuses, cash flow, and financial health by synchronizing BridgePay transactions with Dynamics NAV in real-time.
Reduced Operational Costs
Automate repetitive tasks like data entry, reconciliation, and refund processing, freeing up finance and operations teams for strategic work.
Proactive Fraud Detection & Risk Mitigation
Combine BridgePay's fraud detection with AI-driven anomaly detection in NAV to identify and respond to suspicious activities faster.

Accelerated Order-to-Cash Cycle

30% Faster Order-to-Cash Cycle

📋 What You Get

Automate payment processing and financial postings, drastically reducing the time from order placement to cash receipt.

💼 Business Impact

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

Implementation Timeline

Go live with BridgePay Microsoft + Dynamics NAV 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 BridgePay Microsoft and Dynamics NAV, 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 BridgePay Microsoft + Dynamics NAV 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, POST, PATCH /ODataV4/Company('CompanyName')/Customers Retrieve, create, or update customer records in Dynamics NAV. Used for synchronizing customer profiles from payment events or CRM.
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Create new sales orders or update existing ones based on successful payments. Key for order-to-cash automation.
GET, PATCH /ODataV4/Company('CompanyName')/Items Retrieve item details for sales order creation and update inventory levels post-sale. AI can optimize pricing and reorder points.
GET, POST /ODataV4/Company('CompanyName')/SalesInvoices Generate and post sales invoices, marking them paid based on BridgePay transactions.
POST /ODataV4/Company('CompanyName')/GeneralLedgerEntries Post financial transactions, including revenue and processing fees, directly to the General Ledger for reconciliation.
POST /ODataV4/Company('CompanyName')/SalesCreditMemos Create credit memos in NAV, often triggering refund processes in BridgePay.

Transformation Logic

  • Status Mapping: BridgePay transaction statuses (e.g., 'approved', 'settled', 'declined') are mapped to corresponding Dynamics NAV Sales Order/Invoice statuses (e.g., 'Released', 'Paid', 'Payment Failed').
  • Name/Address Standardization: Customer names (first/last) and addresses are parsed and formatted to match NAV's structured fields from BridgePay's data.
  • Currency Conversion: For multi-currency operations, the iPaaS applies real-time or daily updated exchange rates for accurate financial postings in NAV.
  • Fee Allocation: BridgePay processing fees are extracted from settlement reports and posted to specific expense accounts in NAV's General Ledger.
  • Item Matching: Line item `productId` or `SKU` from BridgePay-related order data is matched to NAV's `Item No.`, with fallback logic for unmatched items.
  • Tokenization Handling: Raw card data is never stored; only token references from BridgePay are passed to NAV as needed for customer profiles (in secure custom fields).

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS automatically pauses/retries with exponential backoff.
  • Network Connectivity Issues: Automated retries; alerts if persistent.
  • Invalid Data Format: Data routed to dead-letter queue for manual correction.
  • Duplicate Transaction: Idempotency ensures only one record is created; log warning if detected.
  • Unmatched Customer/Item: Workflow flags for manual mapping/creation in NAV.
  • BridgePay Service Outage: Alerts triggered; transactions queued for processing once service restored.
Pricing

Simple, transparent pricing for BridgePay Microsoft + Dynamics NAV.

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.

Integration Strategy FAQs

What is the best way to integrate BridgePay with my existing Dynamics NAV system?
The most effective way is through a modern iPaaS platform. This enables API-first, event-driven connectivity, real-time synchronization of payment data, automated GL postings, and streamlined reconciliation, far surpassing traditional point-to-point integrations.

Automation & Efficiency FAQs

How can iPaaS help automate BridgePay's payment reconciliation process with Dynamics NAV?
iPaaS can fully automate reconciliation by retrieving daily settlement reports from BridgePay, harmonizing transaction data with bank statements, identifying discrepancies using AI, and automatically posting consolidated entries to your Dynamics NAV's General Ledger. This drastically reduces manual effort and speeds up financial close cycles.

Security & Compliance FAQs

Is BridgePay integration PCI DSS compliant when using an iPaaS?
Yes, when implemented correctly. The key is to leverage BridgePay's tokenization capabilities, ensuring raw cardholder data never passes through or is stored in the iPaaS or Dynamics NAV. The iPaaS should only handle payment tokens and be configured with secure connectors and encryption to maintain PCI DSS compliance.

AI & Analytics FAQs

What are the key benefits of adding predictive analytics to Dynamics NAV through BridgePay data?
Predictive analytics, fueled by BridgePay transaction data and NAV's financial records, can significantly improve demand forecasting, optimize inventory levels, identify potential financial risks, predict equipment maintenance needs, and forecast sales trends. This leads to better planning, reduced costs, and proactive decision-making.

Error Management FAQs

How do I handle failed payments or transaction errors in BridgePay integrations with NAV?
Implement robust error handling within your iPaaS workflow. This includes automated retry logic with exponential backoff for transient errors, dedicated dead-letter queues for unresolvable issues, and proactive alerts to notify relevant teams. AI can even suggest auto-resolution actions for common failure patterns, minimizing manual intervention.

Development & Customization FAQs

Can I use low-code tools to build workflows around BridgePay and Dynamics NAV?
Absolutely. Modern iPaaS platforms offer robust low-code/no-code environments. This empowers business analysts and finance professionals to design, implement, and manage complex workflows—such as subscription billing, refund processing, or fraud alerts—with minimal coding, accelerating automation initiatives and reducing reliance on IT.

Future & Roadmap FAQs

What is the future of Microsoft Dynamics NAV with AI and modern integrations?
While Dynamics NAV is a mature platform, its future with AI and modern integrations lies in its ability to connect with cloud-native AI services and iPaaS platforms. This extends its lifespan and relevance by infusing advanced capabilities like predictive analytics, intelligent automation, and agentic workflows, often complementing or paving the way for migration to Dynamics 365 Business Central.

Data Management FAQs

What kind of data harmonization is needed for BridgePay and NAV integrations?
Data harmonization ensures consistent formatting and validation of payment, customer, and order data across all connected systems. iPaaS mapping engines are used to transform data from BridgePay's format to your Dynamics NAV's schema, resolving discrepancies, standardizing values, and ensuring data integrity for accurate reporting and processing.
Implementation Timeline

Go live with BridgePay Microsoft + Dynamics NAV 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 BridgePay Microsoft and Dynamics NAV, 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 BridgePay Microsoft + Dynamics NAV 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 BridgePay Microsoft + Dynamics NAV.

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 BridgePay Microsoft + Dynamics NAV integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.