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Unify Payments & ERP: Seamless Chase Orbital Paymentech with Microsoft Dynamics NAV Integration

Automate financial workflows, accelerate reconciliation, and boost payment security with intelligent, real-time data synchronization.

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The Challenge

The Disconnect: Why Fragmented Payments and ERP Processes Hurt Your Business

In today's fast-paced digital economy, relying on disconnected payment gateways and ERP systems creates significant operational bottlenecks, financial inaccuracies, and security vulnerabilities. Without a unified integration, your business is constantly playing catch-up.

  • Manual data entry and reconciliation between payment reports and Dynamics NAV.
  • Delayed order fulfillment due to slow payment status updates.
  • Lack of real-time cash flow visibility and accurate financial reporting.
  • Increased risk of fraud and chargebacks without centralized monitoring.
  • Inefficient refund and void processes requiring multiple system touchpoints.
  • Difficulty scaling payment operations with growing transaction volumes.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent Integration for Payments and ERP

Our iPaaS-driven integration solution seamlessly connects Chase Orbital Paymentech with Microsoft Dynamics NAV, creating a synchronized, intelligent ecosystem. This empowers your business with automated payment processing, real-time financial updates, advanced fraud detection, and streamlined reconciliation, all managed from a centralized hub.

  • Real-time Payment Transaction Synchronization
  • Automated Refund & Void Processing
  • AI-Powered Daily Settlement Reconciliation
  • Dynamic Order Status Updates in NAV
  • Centralized Customer & Payment Method Management
Implementation Timeline

Go live with Chase Orbital Paymentech + 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 Chase Orbital Paymentech and Microsoft 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 Chase Orbital Paymentech + 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

  • Real-time Payment Transaction Synchronization
  • Automated Refund & Void Processing
  • AI-Powered Daily Settlement Reconciliation
  • Dynamic Order Status Updates in NAV
  • Centralized Customer & Payment Method Management
  • Chargeback Notification & Case Creation Automation

Technical Integration Details: Connecting Chase Orbital Paymentech & Dynamics NAV

This section outlines the technical architecture, data touchpoints, and methods for establishing a robust and secure integration between Chase Orbital Paymentech and Microsoft Dynamics NAV, leveraging an iPaaS for optimal performance and scalability.

Data Flow Steps

1. API Credential & Endpoint Configuration: Securely configure API keys, merchant IDs, and base URLs for both Chase Orbital Paymentech and Microsoft Dynamics NAV within the iPaaS's connection manager.

2. Webhook Setup (Orbital): Configure Chase Orbital to send real-time webhooks for key events (transaction authorized, captured, refunded, chargeback) to the iPaaS endpoint.

3. Data Model Analysis & Mapping: Analyze the data structures of relevant entities (Transaction, Order, Customer, Refund) in both systems and design comprehensive field-level mappings within the iPaaS's visual mapper.

4. Workflow Design: Create event-driven (webhooks) and scheduled (settlement reports) integration workflows in the iPaaS using low-code tools. Include data transformation, validation, and error handling logic.

5. Authentication & Security: Implement OAuth 2.0 (for NAV/Business Central) or Merchant ID/Password (for Orbital) with secure secret management. Ensure PCI DSS compliance with tokenization.

6. Testing & Deployment: Rigorously test all workflows in a sandbox environment. Utilize CI/CD pipelines within the iPaaS for controlled promotion from Dev to QA to Production.

7. Monitoring & Alerting: Set up real-time monitoring dashboards and configure alerts for critical failures, performance bottlenecks, and reconciliation discrepancies.

Data Touchpoints

Chase Orbital Paymentech: Transaction (Auth, Capture, Sale, Refund, Void), Payment Method, Customer, Settlement Report, Chargeback.
Microsoft Dynamics NAV: Sales Order, Sales Invoice, Customer, General Ledger Entry, Item, Credit Memo, Service Case (for chargebacks).

"The integration architecture centers around a robust iPaaS. Chase Orbital Paymentech acts as the source for payment events (via webhooks or API calls). The iPaaS captures these events, performs necessary data transformations and validations (often AI-assisted), and then pushes the processed data into Microsoft Dynamics NAV via its OData or SOAP web services. Conversely, actions within Dynamics NAV (like initiating a refund or capturing an authorized payment) trigger calls from the iPaaS back to Chase Orbital. Daily settlement reports are asynchronously pulled from Orbital, processed by the iPaaS, and reconciled against NAV's General Ledger."

Pricing

Simple, transparent pricing for Chase Orbital Paymentech + 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 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 for Seamless Data Flow

The foundation of a successful integration lies in precise data mapping between Chase Orbital Paymentech and Microsoft Dynamics NAV. Our iPaaS facilitates a comprehensive, AI-assisted mapping process for core entities, ensuring data consistency and integrity across your financial ecosystem.

Transaction

The central record of a payment event (authorization, sale, capture, refund, void).

Chase Orbital Paymentech Fields

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

Microsoft Dynamics NAV Fields

Document No. (NAV Sales Invoice/Payment) External Document No. (Mapped to Orbital transactionId) Posting Date G/L Account No. Amount Currency Code Customer No. Description (e.g., 'Orbital Sale') Applies-to Doc. No. (for payments against invoices)

Mapping Notes

Orbital's `transactionId` is critical for linking payments to NAV documents for future actions (refunds, voids). `orderId` must consistently map to NAV's 'Sales Order No.' or 'External Document No.'. Payment `status` directly impacts NAV's document status and G/L postings.

Next Steps

See Chase Orbital Paymentech + 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.

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.

E-commerce Order-to-Payment-to-ERP Sync

Seamlessly connect your online store's payment processing with your ERP's financial and inventory management.

Integration Steps:

  1. 0 Customer places an order on eCommerce platform.
  2. 1 Payment is processed via Chase Orbital Paymentech, returning a transaction ID and status.
  3. 2 iPaaS receives Orbital webhook, captures payment details, and creates/updates a 'Sales Order' in Dynamics NAV.
  4. 3 NAV's 'Sales Order' status is updated to 'Paid', triggering fulfillment.
  5. 4 Upon fulfillment, NAV can trigger a 'Capture' request to Orbital if payment was only authorized.

Business Outcome

Faster order processing, real-time inventory accuracy, accurate revenue recognition, and improved customer satisfaction.

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
Streamline the entire payment and order fulfillment cycle, from authorization to invoice posting, ensuring faster revenue recognition.
Automated Financial Reconciliation
Eliminate manual data entry and drastically reduce time spent reconciling Chase Orbital settlements with Dynamics NAV's General Ledger.
Enhanced Fraud Prevention
Leverage AI to detect suspicious payment activity in real-time, minimizing financial losses and protecting your business.
Real-time Financial Visibility
Gain immediate, accurate insights into cash flow, payment statuses, and financial performance directly within Dynamics NAV.
PCI DSS Compliance & Security
Maintain the highest security standards with tokenization and encrypted data handling, reducing your compliance burden.
Operational Efficiency & Cost Savings
Automate repetitive tasks, reduce errors, and free up finance teams to focus on strategic analysis rather than data entry.
Agility with Low-Code
Empower business users to quickly adapt and extend integration workflows without reliance on heavy coding, ensuring business agility.
✨

Accelerated Order-to-Cash

30% Faster Order-to-Cash

📋 What You Get

Streamline the entire payment and order fulfillment cycle, from authorization to invoice posting, ensuring faster revenue recognition.

💼 Business Impact

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

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /authorize Pre-authorize funds for later capture, e.g., for subscriptions or order holds in NAV.
POST /capture Capture previously authorized funds, typically triggered by NAV's order fulfillment.
POST /sale Combined authorization and capture for immediate payment processing.
POST /refund Process a full or partial refund against a captured transaction.
POST /void Cancel an authorized transaction before it's captured.
GET /status Retrieve current status of any transaction by its ID.

⚡ Transformation Logic

  • Conditional G/L Account Mapping: Dynamically assign G/L accounts in NAV based on transaction type (sale, refund, fee) and product category.
  • Data Enrichment: Augment payment data with customer details from NAV or CRM before posting for richer context.
  • Error Code Standardization: Translate specific Orbital error codes into generic, actionable error messages for NAV users.
  • Idempotency Checks: Implement logic to prevent duplicate postings of transactions in NAV by checking for existing `transactionId`.

🛡️ Error Handling

  • Network Timeout: Transient network issues causing API call failures, handled by retries.
  • Invalid Data Payload: Incorrect data format or missing mandatory fields, leading to API rejection, handled by dead-letter queues.
  • Business Logic Violation: Attempting to refund more than captured, handled by pre-validation and specific error workflows.
  • System Unavailability: Extended downtime of Orbital or NAV, triggering alerts and manual intervention protocols.
  • Data Corruption: Rare but critical, detected by AI validation and triggering data recovery procedures.
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What is the primary benefit of integrating Chase Orbital Paymentech with Microsoft Dynamics NAV?
The primary benefit is achieving end-to-end payment orchestration and financial automation. It transforms Chase Orbital into a fully integrated component of your ERP, enabling real-time data flow for transactions, refunds, and settlements, reducing manual effort, and enhancing data accuracy across all financial operations within Dynamics NAV.

eCommerce FAQs

▸ How does iPaaS improve Chase Orbital Paymentech's eCommerce integration with Dynamics NAV?
iPaaS provides pre-built connectors and flexible mapping tools to seamlessly sync orders, customer data, and payment statuses from your eCommerce platform (via Orbital) to Dynamics NAV. It automates order-to-cash workflows, ensures real-time inventory updates based on sales, and streamlines checkout processes, leading to faster fulfillment and accurate financial posting in NAV.

Technology FAQs

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

AI & Intelligence FAQs

▸ What role does AI play in enhancing Chase Orbital Paymentech integrations with Dynamics NAV?
AI significantly augments the integration by providing intelligent fraud detection for Orbital transactions, automating reconciliation of settlements with NAV's General Ledger, and offering predictive analytics for payment failures or cash flow within NAV. It helps flag anomalies, automate exception handling, and provide real-time insights, leading to higher data quality and reduced operational costs.

Financial Operations FAQs

▸ How do I handle transaction reconciliation between Chase Orbital and my Dynamics NAV ERP?
An iPaaS automates 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 NAV's General Ledger. Any discrepancies are automatically flagged and reported for investigation, drastically reducing manual reconciliation efforts and improving financial close times.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Chase Orbital Paymentech with Dynamics NAV?
Common challenges include maintaining data consistency across multiple systems, managing API rate limits, 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 like AI-assisted mapping, and secure data handling.

Security & Compliance FAQs

▸ How can I secure sensitive payment data during this integration?
Always use Chase Orbital's tokenization services to prevent storing raw card data in your iPaaS or Dynamics NAV. 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 and strict access controls, adhering to PCI DSS.
Pricing

Simple, transparent pricing for Chase Orbital Paymentech + 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

$599 /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 NAV 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