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Unify Payments & Accounting: Chase Orbital Paymentech + Sage 100 Integration

Automate your entire order-to-cash cycle, streamline financial reconciliation, and boost accuracy with a smart, secure iPaaS solution.

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The Challenge

The Disconnect Between Payments and Your ERP

Managing payments and financial records across disparate systems like Chase Orbital Paymentech and Sage 100 creates significant operational friction. This disconnect leads to manual data entry, reconciliation headaches, and delayed financial insights.

  • Manual Data Entry & Errors: Re-keying payment details from Chase Orbital into Sage 100 is time-consuming and prone to human error, impacting data accuracy and requiring extensive correction.
  • Delayed Financial Reconciliation: Matching daily settlement reports from Chase Orbital with individual transactions in Sage 100 is a labor-intensive process, slowing down month-end close and cash flow analysis.
  • Inconsistent Customer Data: Customer records and payment histories are fragmented across systems, leading to incomplete customer profiles and hindering personalized service.
  • Chargeback Management & Fraud Risks: Manually tracking chargebacks from Orbital and updating Sage 100 for financial adjustments is inefficient, increasing potential losses and making fraud detection reactive rather than proactive.
  • PCI DSS Compliance Burden: Maintaining compliance when payment data touches multiple systems without proper tokenization and secure handling adds significant risk and overhead.
  • Lack of Real-time Visibility: Without instant synchronization, inventory levels, sales order statuses, and cash positions in Sage 100 are often outdated, impacting operational decisions.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Chase Orbital Paymentech & Sage 100 via iPaaS

Our iPaaS-powered solution bridges the gap between Chase Orbital Paymentech and Sage 100, creating a unified, automated ecosystem for all your payment and financial operations. We transform disparate data into actionable insights, ensuring every transaction is accurately recorded and reconciled in real-time.

  • Automated Order-to-Cash: From payment capture to sales order creation and cash receipt posting in Sage 100.
  • Real-time Transaction Synchronization: Keep Sage 100 updated with every authorization, capture, refund, or void from Chase Orbital.
  • Intelligent Reconciliation: Automate daily settlement report matching and discrepancy flagging.
  • Centralized Customer & Payment Profiles: Synchronize customer data and tokenized payment methods for a 360-degree view.
  • Proactive Fraud & Chargeback Management: Leverage AI to detect anomalies and automate case creation for disputes.
Implementation Timeline

Go live with Chase Orbital + Paymentech Sage 100 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 and Paymentech Sage 100, 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 Sage 100 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 Order-to-Cash: From payment capture to sales order creation and cash receipt posting in Sage 100.
  • Real-time Transaction Synchronization: Keep Sage 100 updated with every authorization, capture, refund, or void from Chase Orbital.
  • Intelligent Reconciliation: Automate daily settlement report matching and discrepancy flagging.
  • Centralized Customer & Payment Profiles: Synchronize customer data and tokenized payment methods for a 360-degree view.
  • Proactive Fraud & Chargeback Management: Leverage AI to detect anomalies and automate case creation for disputes.
  • PCI DSS Compliant Data Handling: Securely tokenize and transmit sensitive payment data, never storing raw card details.
  • Low-Code Workflow Automation: Empower business users to build and modify payment-related workflows visually.

Integration Architecture & Data Flow

Our iPaaS acts as the central nervous system, orchestrating sophisticated data flows between Chase Orbital Paymentech and Sage 100. It ensures secure, real-time, and accurate synchronization across your payment and accounting operations, leveraging best-in-class API integration strategies.

Data Flow Steps

Secure Connection Establishment: iPaaS connects to Chase Orbital via its secure REST API using OAuth 2.0 or Merchant ID/Password (with token rotation). For Sage 100, it connects securely via the Business Object Interface (BOI) or ODBC/SQL, utilizing dedicated service accounts.

Event-Driven Triggers: Webhooks from Chase Orbital Paymentech (e.g., `transaction.authorized`, `payment.refunded`, `chargeback.received`) initiate real-time workflows within the iPaaS. For Sage 100, Change Data Capture (CDC) or scheduled queries on relevant tables trigger outbound events.

Data Transformation & Mapping: The iPaaS's visual mapping canvas transforms data schemas from Chase Orbital (e.g., `Transaction` entity) to Sage 100's specific formats (e.g., `ARCashReceipts`, `SOSalesOrderHeader`). AI-assisted mapping suggests optimal field connections and data types.

Business Logic & Validation: Workflows apply predefined business rules (e.g., tax calculations, GL account mapping, fraud checks) and validate data integrity before committing to either system, preventing erroneous entries.

Orchestrated Data Flow: The iPaaS directs data bidirectionally or unidirectionally based on the workflow. For instance, payment status from Orbital flows to Sage 100, while customer updates might flow both ways.

Error Handling & Monitoring: Robust error handling (retries, dead-letter queues) ensures data integrity. Centralized monitoring dashboards provide real-time visibility into all transactions and integration health, with proactive alerting for issues.

Data Touchpoints

Chase Orbital Paymentech: Transaction (Authorization, Capture, Sale, Refund, Void), Payment Method, Customer, Order, Settlement Report, Chargeback.
Sage 100: ARCustomer, SOSalesOrderHeader, SOSalesOrderDetail, CIItem, IMItemWarehouse, ARCashReceipts, GLJournalHeader/Detail, GLAccount.

"The integration flows typically begin with an event (e.g., an eCommerce order resulting in a Chase Orbital payment). The iPaaS captures this event, transforms the payment and order details, and then creates or updates corresponding records in Sage 100 (Customer, Sales Order, Cash Receipt). For reconciliation, the iPaaS pulls settlement data from Chase Orbital and compares it against Sage 100's GL entries. Refunds and chargebacks also trigger specific workflows, ensuring financial adjustments are accurately reflected in Sage 100. This is a hub-and-spoke model with the iPaaS as the central hub."

Pricing

Simple, transparent pricing for Chase Orbital + Paymentech Sage 100.

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

Integrating Chase Orbital 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 integration relies on precise mapping of critical business entities between Chase Orbital Paymentech and Sage 100. Our iPaaS provides a visual, AI-assisted mapping canvas to ensure data integrity and consistency.

Transaction (Orbital) to ARCashReceipts / SOSalesOrderHeader (Sage 100)

The core of the integration, mapping a successful payment event from Chase Orbital to a financial record and associated sales order in Sage 100.

Chase Orbital Fields

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

Paymentech Sage 100 Fields

CustomerNo (AR_Customer) SalesOrderNo (SO_SalesOrderHeader) OrderTotal (SO_SalesOrderHeader) ItemCode (SO_SalesOrderDetail) PaymentMethod (AR_CashReceipts) CheckNo (for transaction ID reference in AR_CashReceipts) DepositDate (AR_CashReceipts) AmountPaid (AR_CashReceipts) Reference (custom field for Orbital transactionId) GL_Account (for cash/bank)

Mapping Notes

The `transactionId` from Orbital is crucial. It should be stored in a custom field on `SOSalesOrderHeader` or `ARCashReceipts` in Sage 100 for future reference (e.g., refunds). `orderId` often serves as the bridge for `SalesOrderNo`. `Amount` maps to `AmountPaid`. Payment Method Type/Card Type can be mapped to Sage 100's Payment Method field or a custom field.

Next Steps

See Chase Orbital + Paymentech Sage 100 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

Connect your online store directly to Chase Orbital Paymentech for payment processing and then to Sage 100 for automated sales order creation, inventory updates, and cash receipt posting. This ensures real-time accuracy from click to cash.

Integration Steps:

  1. 0 Customer completes purchase on eCommerce site.
  2. 1 Payment is processed via Chase Orbital Paymentech, returning a transaction ID and status.
  3. 2 iPaaS captures successful payment event (via webhook) and order details.
  4. 3 iPaaS checks for existing customer in Sage 100 (AR_Customer); if new, creates a new customer record.
  5. 4 iPaaS creates a Sales Order (SO_SalesOrderHeader/Detail) in Sage 100, linking the Orbital transaction ID.
  6. 5 Inventory (IM_ItemWarehouse) is automatically decremented in Sage 100.
  7. 6 A Cash Receipt (AR_CashReceipts) is posted in Sage 100, reconciling the payment against the sales order.

Business Outcome

Instant order processing, accurate real-time inventory, faster order fulfillment, reduced data entry errors, improved customer experience.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Cash Flow & Financial Close
Automate cash receipt posting and daily reconciliation, reducing manual effort and significantly shortening your financial close cycle.
Enhanced Data Accuracy & Integrity
Eliminate manual data entry errors, ensuring consistent and accurate transaction, customer, and order data across Chase Orbital and Sage 100.
Improved Operational Efficiency
Streamline order-to-cash workflows, automate refunds, and manage chargebacks with minimal human intervention, freeing up valuable staff time.
Robust PCI DSS Compliance & Security
Leverage Chase Orbital's tokenization and secure iPaaS channels to ensure sensitive payment data is handled with the highest security standards.
Proactive Fraud Detection & Prevention
Integrate AI-powered fraud detection to monitor real-time transactions, flag suspicious activity, and minimize financial losses.
360-Degree Customer View
Synchronize customer and payment data to provide sales, finance, and support teams with a unified, up-to-date view of every customer's journey.
✨

Accelerated Cash Flow & Financial Close

80% Reduction in manual reconciliation time

📋 What You Get

Automate cash receipt posting and daily reconciliation, reducing manual effort and significantly shortening your financial close cycle.

💼 Business Impact

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

Implementation Timeline

Go live with Chase Orbital + Paymentech Sage 100 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 and Paymentech Sage 100, 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 Sage 100 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 (e.g., for order holds, subscription setup).
POST /capture To finalize a previously authorized transaction, moving funds from the customer's account to the merchant's. Often linked to order fulfillment.
POST /sale Combines authorization and capture into a single transaction for immediate payment processing (e.g., eCommerce checkout).
POST /refund Processes a full or partial refund for a previously captured transaction, requiring the original transaction ID.
POST /void Cancels an authorized transaction before it has been captured, preventing fund transfer.
GET /status Retrieves the current status of a specific transaction using its ID, crucial for reconciliation and error handling.

⚡ Transformation Logic

  • Data Type Conversion: Convert Orbital's string-based currency values to Sage 100's numeric currency format.
  • Value Mapping: Map Chase Orbital's `paymentMethodType` (e.g., 'VISA', 'MC') to Sage 100's specific `PaymentMethod` codes or a lookup table.
  • Address Standardization: Parse and standardize billing/shipping addresses from eCommerce/Orbital into Sage 100's structured address fields.
  • Status Mapping: Translate Chase Orbital's transaction statuses (e.g., 'Authorized', 'Captured') to Sage 100's `OrderStatus` or `PaymentStatus` fields.
  • GL Account Determination: Dynamically assign `GL_Account` numbers for sales, refunds, fees, and cash accounts based on transaction type and business rules.
  • Reference ID Preservation: Store Chase Orbital `transactionId` and `refundId` in custom fields within Sage 100 entities (e.g., `SOSalesOrderHeader`, `ARCashReceipts`) for auditability and future reconciliation.

🛡️ Error Handling

  • Chase Orbital API Rate Limit Exceeded: iPaaS retries with exponential backoff.
  • Invalid Data Format from eCommerce: iPaaS flags and routes to dead-letter queue for correction.
  • Sage 100 BOI/ODBC Connection Failure: iPaaS attempts retries; if persistent, alerts administrator.
  • Non-existent Customer/Item in Sage 100: iPaaS can attempt to create or flag for manual review.
  • Duplicate Transaction IDs: iPaaS uses idempotent logic to prevent duplicate `AR_CashReceipts`.
Pricing

Simple, transparent pricing for Chase Orbital + Paymentech Sage 100.

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 Sage 100?
The primary benefit is achieving end-to-end payment orchestration and automation. An iPaaS transforms Chase Orbital into a fully integrated component of your enterprise, enabling real-time data flow with Sage 100 for sales order processing, cash receipt posting, and general ledger reconciliation, drastically reducing manual effort and enhancing data accuracy.

Technical FAQs

▸ How does iPaaS handle data transformation between Chase Orbital and Sage 100?
An iPaaS uses powerful visual mapping engines to transform data fields and structures between Chase Orbital's API schema and Sage 100's specific entity formats (e.g., ARCustomer, SOSalesOrder). It can handle complex data manipulations, validations, lookups, and AI-assisted suggestions, ensuring data integrity and consistency across both platforms.
▸ Does Sage 100 have a native REST API for modern integrations with Chase Orbital?
While Sage 100 has powerful underlying interfaces like the Business Object Interface (BOI) and ODBC access, it traditionally lacks a comprehensive, native RESTful API. Our iPaaS acts as an abstraction layer, wrapping these existing Sage 100 interfaces and exposing them as API-like endpoints, making integration with modern platforms like Chase Orbital seamless and flexible.
▸ Can this integration support different environments (Dev, QA, Prod) for testing?
Yes, a modern iPaaS facilitates environment promotion pipelines. You can configure separate connections and workflows for Dev, QA, and Production environments, ensuring that changes are thoroughly tested in isolated sandboxes with Chase Orbital test accounts and Sage 100 test companies before being deployed to live systems. This maintains stability and reduces risks.

Security FAQs

▸ How does the integration ensure PCI DSS compliance for payment data?
Security is paramount. The integration strictly adheres to PCI DSS by leveraging Chase Orbital's tokenization services, meaning raw sensitive cardholder data is never stored in your iPaaS or Sage 100. All data in transit is encrypted with TLS 1.2+, and secure API authentication methods (e.g., OAuth, service accounts) are used. The iPaaS also provides robust security features, including data encryption at rest and strict access controls.

Features FAQs

▸ Can I use low-code tools to build and modify Chase Orbital Paymentech and Sage 100 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.
▸ What role does AI play in enhancing this integration?
AI significantly augments the integration by providing intelligent fraud detection for Chase Orbital transactions, automated reconciliation of settlement reports with Sage 100, predictive analytics for payment failures, and AI-assisted data mapping and validation. It helps in flagging anomalies, automating exception handling, and providing real-time insights, leading to higher data quality and reduced operational costs.

Workflows FAQs

▸ How do I handle transaction reconciliation between Chase Orbital and Sage 100?
Our 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 Sage 100's AR_CashReceipts and General Ledger. Any discrepancies are automatically flagged and reported for investigation, drastically reducing manual reconciliation efforts.
Implementation Timeline

Go live with Chase Orbital + Paymentech Sage 100 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 and Paymentech Sage 100, 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 Sage 100 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 Sage 100.

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 Sage 100 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