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Unify Payments & ERP: Chase Orbital Paymentech and Microsoft Dynamics AX Integration

Automate your financial operations, accelerate cash flow, and achieve real-time visibility with a powerful, AI-driven integration platform.

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The Challenge

The Disconnect Between Payments and Your ERP

In today's fast-paced digital economy, manually bridging the gap between your payment gateway and your ERP system creates a chasm of inefficiencies, errors, and missed opportunities. Without a robust integration, critical financial data remains siloed, hindering decision-making and exposing your business to significant risks.

  • Manual data entry of payment transactions into Dynamics AX.
  • Delayed or inaccurate financial reconciliation of Chase Orbital settlements.
  • Inconsistent customer payment histories across systems.
  • Inefficient processing of refunds, voids, and chargebacks.
  • Lack of real-time visibility into cash flow and order payment status.
  • Increased risk of human error and compliance issues (e.g., PCI DSS).
  • Struggling to scale payment operations with growing transaction volumes.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Chase Orbital Paymentech & Dynamics AX Integration with iPaaS

Our powerful integration solution, built on a leading iPaaS platform, orchestrates a seamless, real-time connection between Chase Orbital Paymentech and Microsoft Dynamics AX. It transforms your payment ecosystem into an intelligent, automated powerhouse, ensuring every transaction, refund, and settlement is accurately reflected in your ERP, instantly.

  • Bidirectional data synchronization for key entities.
  • Event-driven architecture for real-time updates.
  • Low-code/no-code workflow design for business agility.
  • AI-powered data mapping and anomaly detection.
  • Robust error handling and retry mechanisms.
Implementation Timeline

Go live with Chase Orbital Paymentech + Microsoft Dynamics AX 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 Chase Orbital Paymentech and Microsoft Dynamics AX, 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 Chase Orbital Paymentech + Microsoft Dynamics AX deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bidirectional data synchronization for key entities.
  • Event-driven architecture for real-time updates.
  • Low-code/no-code workflow design for business agility.
  • AI-powered data mapping and anomaly detection.
  • Robust error handling and retry mechanisms.
  • Centralized monitoring and governance.
  • PCI DSS compliant data handling via tokenization.

Deep Dive: Chase Orbital Paymentech & Dynamics AX Integration Architecture

Our integration strategy prioritizes an API-first, event-driven architecture, leveraging a robust iPaaS to ensure secure, scalable, and intelligent data flow between Chase Orbital Paymentech and Microsoft Dynamics AX. This approach mitigates the complexities of disparate systems, offering a unified and highly performant solution.

Data Flow Steps

Secure Connectivity: Establish secure, token-based connections to Chase Orbital Paymentech APIs and Microsoft Dynamics AX AIF services/custom endpoints.

Event Listener: iPaaS listens for real-time payment events from Chase Orbital (e.g., transaction authorized, captured, refunded) via webhooks.

Data Ingestion & Transformation: Raw payment data is ingested, cleansed, and transformed to align with Dynamics AX's data model (e.g., mapping `transactionId` to `Payment` or `Sales Order` fields).

Business Logic & Validation: Apply predefined business rules, validate data integrity, and enrich records (e.g., fetching customer details from CRM if not present in AX).

AX Data Creation/Update: Transformed data is sent to Dynamics AX to create Sales Orders, update Invoices, post Payments, or reconcile General Ledger entries.

Error Handling & Monitoring: Implement comprehensive logging, retry mechanisms for transient failures, and alerts for critical issues, all visible from a centralized iPaaS dashboard.

Bi-directional Sync: For entities like Customer, ensure updates in AX are reflected in payment profiles (e.g., billing address changes) and vice-versa where applicable.

Data Touchpoints

Chase Orbital Paymentech: Transaction, Payment Method, Customer, Order, Refund, Settlement Report, Chargeback, Merchant Account.
Microsoft Dynamics AX: Customer, Vendor, Sales Order, Purchase Order, Inventory Item, Invoice (Customer), Payment, General Ledger Journal, Financial Dimensions.

"Chase Orbital Paymentech (Payment Gateway) <-> iPaaS (Connectors, Transformations, Business Logic, AI) <-> Microsoft Dynamics AX (ERP, Financials). Key data flows include: Orbital Transaction -> AX Sales Order/Payment; AX Refund Request -> Orbital Refund; Orbital Settlement Report -> AX GL Journal; AX Customer Master -> Orbital Customer Profile."

Pricing

Simple, transparent pricing for Chase Orbital Paymentech + Microsoft Dynamics AX.

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 Chase Orbital Paymentech

Integrating Chase Orbital Paymentech 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

Seamless data flow relies on precise mapping of critical business entities between Chase Orbital Paymentech and Microsoft Dynamics AX. Our iPaaS provides visual, AI-assisted tools to ensure accurate, consistent, and compliant data synchronization.

Transaction / Payment

The core financial event. Orbital's 'Transaction' becomes AX's 'Payment' and influences 'Sales Order' and 'Invoice' status.

Chase Orbital Paymentech Fields

transactionId (Orbital) orderId (eCommerce/ERP) amount currency status paymentMethodType cardType last4Digits customerId

Microsoft Dynamics AX Fields

PaymentId (AX) CustAccount Amount Currency PaymentDate PaymentMethod BankTransType InvoiceId (applied to) SalesId (related)

Mapping Notes

The Orbital `transactionId` is crucial and should be stored in AX (e.g., on the Sales Order or Payment journal line) for future reference (refunds, voids). Orbital's `status` maps to AX's `PaymentStatus`. `amount` and `currency` must match.

Next Steps

See Chase Orbital Paymentech + Microsoft Dynamics AX 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.

Real-time eCommerce Order-to-Payment-to-ERP Sync

A customer purchases an item online. The payment is processed instantly by Chase Orbital. The iPaaS then creates a sales order in Dynamics AX, updates inventory, and confirms payment status, all in real-time.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce platform.
  2. 1 Payment gateway (Chase Orbital) authorizes and captures funds.
  3. 2 Orbital webhook notifies iPaaS of successful transaction.
  4. 3 iPaaS creates Customer record (if new) and Sales Order in Dynamics AX.
  5. 4 AX updates inventory and initiates fulfillment process.
  6. 5 iPaaS updates order status in eCommerce platform and CRM.

Business Outcome

Instant order processing, accurate inventory, accelerated revenue recognition, and enhanced customer experience.

Frequency

Real-time

Business Value

Key Integration Benefits

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

Accelerated Cash Flow & Financial Close
Automate payment processing and reconciliation, reducing days sales outstanding (DSO) and speeding up your monthly financial close cycle.
Enhanced Data Accuracy & Compliance
Eliminate manual errors and ensure every Chase Orbital transaction is accurately posted in Dynamics AX, maintaining PCI DSS compliance through tokenization.
Reduced Operational Costs
Automate repetitive tasks like data entry, reconciliation, and refund processing, freeing up valuable finance and operations staff.
Improved Fraud Detection & Mitigation
Leverage AI to identify suspicious transactions in real-time from Chase Orbital and automatically trigger fraud review workflows in Dynamics AX.
Streamlined Order-to-Cash Cycle
Achieve real-time synchronization from eCommerce orders to Chase Orbital payments and Dynamics AX fulfillment, ensuring faster delivery.
Agile & Scalable Payment Infrastructure
Adapt to new payment methods, market demands, and transaction volumes with a flexible, low-code iPaaS integration that scales with your business.
✨

Accelerated Cash Flow & Financial Close

30% Reduction in DSO

📋 What You Get

Automate payment processing and reconciliation, reducing days sales outstanding (DSO) and speeding up your monthly financial close cycle.

💼 Business Impact

This benefit directly contributes to 30% improvement in Reduction in DSO, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Chase Orbital Paymentech + Microsoft Dynamics AX 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 Chase Orbital Paymentech and Microsoft Dynamics AX, 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 Chase Orbital Paymentech + Microsoft Dynamics AX 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 /authorize To pre-authorize a payment amount against a customer's card. Used for order holds or subscription setup.
POST /capture To finalize a previously authorized transaction, moving funds from the customer's account. Linked to order fulfillment.
POST /sale To combine authorization and capture into a single transaction for immediate payment processing (eCommerce checkout).
POST /refund To process a full or partial refund for a previously captured transaction, requiring the original transaction ID.
POST /void To cancel an authorized transaction before it has been captured.
GET /status To retrieve the current status of a specific transaction using its ID, crucial for reconciliation.
POST Webhooks (e.g., transaction.completed, refund.processed, chargeback.received) Event-driven notifications from Orbital to iPaaS for real-time updates.
GET SFTP/API for Settlement Reports Secure retrieval of daily or periodic aggregated transaction data for reconciliation.

⚡ Transformation Logic

  • Field Mapping: Direct mapping of common fields (e.g., `orbital.amount` to `ax.Amount`).
  • Data Type Conversion: Convert string values to numerical or date formats as required by AX.
  • Value Translation: Map Orbital payment `status` codes (e.g., 'A' for Approved) to AX's specific `PaymentStatus` enumerations (e.g., 'Paid').
  • Conditional Logic: Apply rules like 'if `orbital.status` is 'Refunded', then create negative payment in AX and update original invoice'.
  • Data Enrichment: Add default financial dimensions or additional context (e.g., payment gateway name) to AX transactions.
  • Aggregation: Group multiple individual Orbital transactions into a single AX Payment Journal entry for daily settlement.

🛡️ Error Handling

  • Transient Network Errors: Handled by automatic retries with exponential backoff.
  • Invalid Data Format: Data validation in iPaaS prevents malformed data from reaching AX; flagged for correction.
  • AX Business Logic Errors: Specific AX error messages captured and mapped to human-readable alerts; routed for business user review.
  • Duplicate Transaction: Idempotency checks prevent duplicate entries in AX if a message is reprocessed.
  • API Rate Limit Exceeded: iPaaS intelligently throttles requests and retries after the cooling period.
  • Missing Master Data: Alerts triggered if a new customer payment comes in, but the customer record is missing in AX.
Pricing

Simple, transparent pricing for Chase Orbital Paymentech + Microsoft Dynamics AX.

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.

General FAQs

▸ What is the primary benefit of integrating Chase Orbital Paymentech with Microsoft Dynamics AX?
The primary benefit is achieving end-to-end payment orchestration and automation. An iPaaS transforms Chase Orbital into a fully integrated component of your ERP, enabling real-time data flow with Dynamics AX for automated financial reconciliation, order status updates, and streamlined payment processing, significantly reducing manual effort and enhancing data accuracy across all financial operations.

eCommerce FAQs

▸ How does iPaaS improve Chase Orbital Paymentech's eCommerce integration with Dynamics AX?
iPaaS provides pre-built connectors and flexible mapping tools to seamlessly sync orders, customer data, and payment statuses between your eCommerce platform, Chase Orbital, and Dynamics AX. It automates order-to-cash workflows, ensures real-time inventory updates in AX, and streamlines checkout processes, leading to faster fulfillment and a better customer experience by having all financial data immediately reflected in your ERP.

iPaaS FAQs

▸ Can I use low-code tools to build Chase Orbital Paymentech and Dynamics AX workflows?
Absolutely. Modern iPaaS platforms offer low-code/no-code environments, allowing business analysts and power users to design, test, and deploy complex payment and financial workflows without extensive coding. This accelerates development, reduces IT backlog, and enables faster adaptation to changing business needs for both Chase Orbital and Dynamics AX integrations.

AI FAQs

▸ What role does AI play in enhancing Chase Orbital Paymentech and Dynamics AX integrations?
AI can significantly augment these integrations by providing intelligent fraud detection for Orbital transactions, automating reconciliation between Orbital settlements and AX's General Ledger, and offering predictive analytics for payment failures. It helps in flagging anomalies, automating exception handling, and providing real-time insights, leading to higher data quality and reduced operational costs across your payment and ERP systems.

Financial FAQs

▸ How do I handle transaction reconciliation between Chase Orbital and my Dynamics AX ERP?
An iPaaS can automate daily reconciliation. It retrieves settlement reports from Chase Orbital (via API or SFTP), transforms the data, and compares it against transactions recorded in your Dynamics AX's general ledger. Any discrepancies are automatically flagged and reported for investigation, drastically reducing manual reconciliation efforts and accelerating your financial close processes.
▸ Can iPaaS help with managing chargebacks from Chase Orbital Paymentech in relation to Dynamics AX?
Yes, an iPaaS can automate chargeback management. It can receive chargeback notifications from Chase Orbital, automatically create a case in your CRM or service desk, populate it with relevant transaction and customer data from Dynamics AX, and assign it to the appropriate team for dispute resolution, streamlining the process and ensuring all financial impacts are recorded in AX.

Challenges FAQs

▸ What are the common challenges when integrating Chase Orbital Paymentech with Dynamics AX?
Common challenges include maintaining data consistency across multiple systems, managing API rate limits for Chase Orbital, dealing with Dynamics AX's sometimes rigid data structures, ensuring PCI DSS compliance, handling complex error scenarios gracefully, and orchestrating end-to-end payment workflows that span both platforms. A robust iPaaS addresses these by providing centralized control, advanced features, and flexible mapping.

Security FAQs

▸ How can I secure sensitive payment data during the Chase Orbital to Dynamics AX integration?
Always use Chase Orbital's tokenization services to prevent storing raw card data in your iPaaS or Dynamics AX. Ensure all data in transit is encrypted with TLS 1.2+ and utilize secure API authentication methods (e.g., OAuth, service accounts). Your iPaaS should also provide robust security features, including data encryption at rest, strict access controls, and compliance with PCI DSS and GDPR.
Implementation Timeline

Go live with Chase Orbital Paymentech + Microsoft Dynamics AX 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 Chase Orbital Paymentech and Microsoft Dynamics AX, 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 Chase Orbital Paymentech + Microsoft Dynamics AX 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 Chase Orbital Paymentech + Microsoft Dynamics AX.

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 Chase Orbital Paymentech + Microsoft Dynamics AX 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