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Unify Payments & ERP: Chase Orbital Paymentech with Microsoft Dynamics GP

Automate your entire financial workflow, from real-time payment processing to precise General Ledger reconciliation, powered by an intelligent iPaaS.

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The Challenge

The Disconnect: Why Manual Payment & ERP Management Fails

Without a seamless connection, managing payments processed through Chase Orbital Paymentech and accounting in Microsoft Dynamics GP becomes a fragmented, error-prone, and resource-intensive ordeal. This disconnect impacts everything from customer experience to financial reporting accuracy.

  • Manual Data Entry: Re-keying payment details, customer info, and order data into Dynamics GP after Chase Orbital processing.
  • Delayed Reconciliation: Hours or days spent manually matching Chase Orbital settlement reports against GP's General Ledger, leading to delayed financial closes.
  • Data Inconsistencies: Discrepancies between payment statuses in Orbital and order statuses/account balances in GP, causing confusion and errors.
  • Inefficient Refund & Chargeback Handling: Slow, manual processes for initiating refunds or managing chargeback disputes.
  • Lack of Real-time Visibility: Inability to see up-to-the-minute payment statuses, cash flow, and financial health across systems.
  • Increased Fraud Risk: Delayed identification of suspicious transactions due to siloed data.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent Integration for Chase Orbital Paymentech & Dynamics GP

Our iPaaS-powered integration solution bridges the gap between Chase Orbital Paymentech and Microsoft Dynamics GP, creating a single, automated ecosystem for all your payment and financial operations. We transform disparate data into actionable insights, driving efficiency and accuracy across your enterprise.

  • Real-time Payment-to-ERP Sync: Instantly push transaction data from Orbital to GP.
  • Automated Financial Reconciliation: Streamline daily settlement matching and GL posting.
  • Comprehensive Data Mapping: Ensure accurate transfer of Customers, Orders, Payments, and more.
  • Low-Code Workflow Automation: Empower business users to design and modify processes visually.
  • AI-Enhanced Fraud Detection: Leverage AI to flag suspicious transactions for review.
Implementation Timeline

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

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Real-time Payment-to-ERP Sync: Instantly push transaction data from Orbital to GP.
  • Automated Financial Reconciliation: Streamline daily settlement matching and GL posting.
  • Comprehensive Data Mapping: Ensure accurate transfer of Customers, Orders, Payments, and more.
  • Low-Code Workflow Automation: Empower business users to design and modify processes visually.
  • AI-Enhanced Fraud Detection: Leverage AI to flag suspicious transactions for review.
  • Secure & PCI DSS Compliant: Protect sensitive payment data with tokenization and encryption.
  • Scalable & Resilient Architecture: Designed to handle high transaction volumes and ensure continuous operation.

Seamless Integration Architecture: Chase Orbital Paymentech & Microsoft Dynamics GP

Our iPaaS-centric approach provides a flexible, secure, and scalable framework for integrating Chase Orbital Paymentech with Microsoft Dynamics GP. It acts as the intelligent middleware, orchestrating data flow, transformations, and business logic between these critical systems.

Data Flow Steps

Connectors & Authentication: Establish secure, authenticated connections to Chase Orbital's REST APIs and Dynamics GP's eConnect/Web Services using dedicated service accounts and secure credential management.

Event Listeners & Webhooks: Configure iPaaS to subscribe to real-time events from Chase Orbital (e.g., 'Transaction Authorized', 'Refund Processed', 'Chargeback Received') via webhooks.

Data Transformation & Mapping: Utilize the iPaaS visual designer to define canonical data models and map fields between Orbital's JSON/XML structures and Dynamics GP's eConnect XML/Web Service schemas. AI-assisted mapping accelerates this process.

Workflow Orchestration: Design low-code workflows that define the exact sequence of operations. For example, a successful payment event triggers customer lookup/creation in GP, followed by sales order creation, and finally, payment application.

Business Logic & Validation: Embed conditional logic, data validation rules (e.g., ensuring required fields for GP), and custom business rules directly within the iPaaS workflow.

Error Handling & Monitoring: Implement robust error handling (retries, dead-letter queues, alerts) and configure comprehensive monitoring dashboards for real-time visibility into integration health and transaction status.

Deployment & Governance: Promote tested workflows from Dev to QA to Production environments through controlled pipelines, ensuring version control and auditability.

Data Touchpoints

Chase Orbital: Transaction, Payment Method, Customer, Order, Refund, Settlement Report, Chargeback
Microsoft Dynamics GP: Customer, Sales Order, Invoice (Sales), Payment (Cash Receipt), General Ledger Account, Journal Entry

"The integration flow typically begins with an event in Chase Orbital Paymentech (e.g., a processed payment). This event triggers an iPaaS workflow via a webhook. The iPaaS then retrieves additional details if necessary, transforms the data according to predefined mappings, and securely pushes the data into Microsoft Dynamics GP (e.g., creating a Sales Order or a Receivables Transaction) via eConnect or Web Services. For reconciliation, scheduled jobs pull settlement reports from Orbital, process them, and post aggregated journal entries to Dynamics GP's General Ledger. Bi-directional syncs ensure customer and order status updates flow back to source systems as needed."

Pricing

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

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 & Data Mapping: Chase Orbital Paymentech to Microsoft Dynamics GP

Effective integration hinges on precise mapping and transformation of core business entities. Our iPaaS provides a visual mapping canvas and AI assistance to ensure data integrity and consistency across Chase Orbital Paymentech and Microsoft Dynamics GP.

Transaction / Payment

Represents a payment event in Orbital and its corresponding financial record in GP.

Chase Orbital Paymentech Fields

transactionId (Orbital) orderId (eCommerce/ERP) amount currency status (Authorized, Captured, Refunded, Voided) paymentMethodType cardType last4Digits customerId authorizationCode

Microsoft Dynamics GP Fields

DOCNUMBR (GP Cash Receipt/Receivables Transaction) DOCDATE CUSTNMBR CHEKBKID (Checkbook ID) DOCAMNT APPLIEDAMT PaymentMethod (custom field or segment) TRXSORCE (Source Document) GLPOSTEDDATE JRNENTRY (Journal Entry Number)

Mapping Notes

The Orbital `transactionId` is crucial and should be stored in a custom field within the Dynamics GP Cash Receipt or Sales Order for traceability, refund processing, and reconciliation. `amount` maps directly to `DOCAMNT`. `status` requires transformation to GP's internal payment/invoice status codes. `paymentMethodType` maps to GP's checkbook or a custom payment method field.

Next Steps

See Chase Orbital Paymentech + Microsoft Dynamics GP 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.

eCommerce Order-to-Cash Automation

Ensures that every eCommerce order placed and paid for via Chase Orbital Paymentech is instantly reflected as a sales order in Microsoft Dynamics GP, triggering fulfillment and accurate revenue recognition.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce platform.
  2. 1 Chase Orbital Paymentech processes payment (authorization and capture).
  3. 2 Orbital sends real-time transaction success webhook to iPaaS.
  4. 3 iPaaS maps and transforms payment and order data (Customer, Order, Line Items, Transaction ID).
  5. 4 iPaaS creates a new Sales Order in Microsoft Dynamics GP via eConnect, linking the Orbital Transaction ID.
  6. 5 Dynamics GP updates inventory, processes the order, and generates an invoice.
  7. 6 Order status and fulfillment updates are pushed back to the eCommerce platform (optional bi-directional sync).

Business Outcome

Faster order processing, reduced manual data entry, real-time inventory accuracy, improved customer satisfaction with timely order updates.

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 the flow from payment capture in Chase Orbital to sales order creation and invoicing in Dynamics GP, drastically reducing processing times and improving cash flow.
Enhanced Financial Accuracy & Reconciliation
Eliminate manual data entry errors and automate daily settlement reconciliation, ensuring precise financial reporting and faster month-end closes in Dynamics GP.
Proactive Fraud & Chargeback Management
Leverage AI-augmented fraud detection and automated chargeback case creation to minimize losses and streamline dispute resolution.
Simplified PCI DSS Compliance
Utilize secure tokenization, encryption, and audit trails to ensure all payment data handling adheres to stringent PCI DSS requirements.
Real-time Operational Visibility
Gain immediate insights into payment statuses, sales order progress, and financial health across your entire ecosystem.
Empowered Business Users & IT Efficiency
Low-code tools enable business teams to manage workflows, reducing IT backlog and accelerating adaptation to market changes.
✨

Accelerated Order-to-Cash Cycle

30-50% Faster O2C Cycle

📋 What You Get

Automate the flow from payment capture in Chase Orbital to sales order creation and invoicing in Dynamics GP, drastically reducing processing times and improving cash flow.

💼 Business Impact

This benefit directly contributes to 30-50% improvement in Faster O2C Cycle, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Chase Orbital Paymentech + Microsoft Dynamics GP 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 GP, 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 GP 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 Pre-authorize a payment amount, used for order holds or subscription setup where capture occurs later. iPaaS orchestrates this call based on eCommerce or subscription events.
POST /capture Finalize a previously authorized transaction, moving funds. Triggered by order fulfillment events from Dynamics GP or WMS via iPaaS.
POST /sale Combine authorization and capture into a single transaction for immediate payment processing, common in eCommerce checkout flows.
POST /refund Process full or partial refunds. Initiated from Dynamics GP (e.g., a credit memo) or CRM, orchestrated by iPaaS with the original transaction ID.
POST /void Cancel an authorized transaction before capture. Triggered by order cancellation events from Dynamics GP or eCommerce.
GET /status Retrieve current transaction status. Used by iPaaS for reconciliation, error handling, and updating order statuses in Dynamics GP.

⚡ Transformation Logic

  • Status Mapping: Map Chase Orbital `status` (e.g., 'Captured') to Dynamics GP `SOPType` and `Payment Status` fields (e.g., 'Paid').
  • Currency Conversion: Automatically convert transaction amounts to GP's base currency if multi-currency is involved, using real-time exchange rates.
  • GL Account Determination: Dynamically assign transactions to specific General Ledger accounts in GP based on `paymentMethodType`, `transactionType` (sale, refund), and `merchantAccount`.
  • Customer ID Harmonization: Lookup or create `CustID` in GP based on email or existing `customerId` from the eCommerce platform.
  • Line Item Mapping: Translate eCommerce product SKUs to Dynamics GP `ItemID`s, ensuring accurate inventory and cost assignment.
  • Address Formatting: Standardize billing and shipping addresses to match GP's required format.

🛡️ Error Handling

  • Invalid Customer ID: Customer from Orbital transaction not found in GP. Solution: Create new customer in GP, or flag for manual review.
  • Invalid Item ID: Product SKU from eCommerce order not found in GP. Solution: Create new item, or map to a generic item, or flag order for manual review.
  • API Rate Limit Exceeded: Orbital API returns 429 error. Solution: iPaaS automatically retries with exponential backoff.
  • GP eConnect Error: Validation error during Sales Order creation in GP. Solution: Log error, move message to DLQ, alert relevant team with specific GP error message.
  • Unbalanced Journal Entry: During settlement reconciliation, debits do not equal credits. Solution: Flag discrepancy, alert finance team for manual adjustment.
Pricing

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

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 GP?
The primary benefit is achieving end-to-end payment orchestration and automation. An iPaaS transforms Chase Orbital from a standalone payment gateway into a fully integrated component of your enterprise, enabling real-time data flow with Dynamics GP. This reduces manual effort, enhances data accuracy across financial operations, and accelerates your order-to-cash cycle.

eCommerce FAQs

▸ How does iPaaS improve Chase Orbital Paymentech's eCommerce integration with Dynamics GP?
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 GP. It automates order-to-cash workflows, ensures real-time inventory updates in GP, and streamlines checkout processes, leading to faster fulfillment and a better customer experience by reflecting payment status instantly in your ERP.

Technology FAQs

▸ Can I use low-code tools to build Chase Orbital Paymentech and Dynamics GP 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 ERP workflows without extensive coding. This accelerates development, reduces IT backlog, and enables faster adaptation to changing business needs and Dynamics GP customizations.
▸ Is Dynamics GP compatible with event-driven architecture for payment updates?
While Chase Orbital Paymentech is inherently event-driven (via webhooks), Dynamics GP's native methods (eConnect, Web Services) are typically request-response. However, an iPaaS can bridge this by acting as an event consumer for Orbital and then initiating actions in GP. Custom event triggers can also be implemented in GP's SQL database (Change Data Capture) or through custom development to enable more real-time synchronization out of GP.

AI & Automation FAQs

▸ What role does AI play in enhancing Chase Orbital Paymentech and Dynamics GP integrations?
AI can significantly augment these integrations by providing intelligent fraud detection for Orbital transactions, automated reconciliation of settlements with GP's General Ledger, and 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 in your financial processes.

Financial FAQs

▸ How do I handle transaction reconciliation between Chase Orbital and Dynamics GP?
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 GP's general ledger. Any discrepancies are automatically flagged and reported for investigation, drastically reducing manual reconciliation efforts and accelerating your financial close.

Challenges FAQs

▸ What are the common challenges when integrating Chase Orbital Paymentech with Dynamics GP, and how are they addressed?
Common challenges include maintaining data consistency across multiple systems, managing API rate limits (for Orbital), handling Dynamics GP's specific data structures (eConnect), ensuring PCI DSS compliance, and orchestrating complex end-to-end payment workflows. A robust iPaaS addresses these by providing centralized control, flexible mapping, advanced error handling, secure credential management, and scalable architecture.

Security FAQs

▸ How can I secure sensitive payment data during the integration?
Always use Chase Orbital's tokenization services to prevent storing raw card data. 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 comprehensive audit trails, all while adhering to PCI DSS requirements.
Implementation Timeline

Go live with Chase Orbital Paymentech + Microsoft Dynamics GP 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 GP, 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 GP 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 GP.

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 GP 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