Integration Hero
Connect™

Chase Orbital + Paymentech Sage X3 Integration

Clarity Connect™ integrates Chase Orbital with Paymentech Sage X3, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

Get Pricing

See how it works
The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Chase Orbital and Paymentech Sage X3 through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Chase Orbital and Paymentech Sage X3.

  • Map custom fields from eCommerce orders to Sage X3 Sales Orders (e.g., 'Customer Loyalty ID', 'Marketing Campaign Source').
  • Extend Chase Orbital transaction data with custom tags or metadata for enhanced reporting in Sage X3.
  • Add custom dimensions (e.g., 'Project Code', 'Department') to Sage X3 General Ledger entries based on payment context.
Implementation Timeline

Go live with Chase Orbital + Paymentech Sage X3 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 X3, 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 X3 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Map custom fields from eCommerce orders to Sage X3 Sales Orders (e.g., 'Customer Loyalty ID', 'Marketing Campaign Source').
  • Extend Chase Orbital transaction data with custom tags or metadata for enhanced reporting in Sage X3.
  • Add custom dimensions (e.g., 'Project Code', 'Department') to Sage X3 General Ledger entries based on payment context.

Robust Integration Architecture: Chase Orbital Paymentech & Sage X3

The recommended architecture centralizes all integration logic within a powerful Integration Platform as a Service (iPaaS). This hub-and-spoke model ensures scalable, secure, and resilient data exchange, moving away from fragile point-to-point connections.

Data Flow Steps

Event-Driven Architecture: Utilizing webhooks from Chase Orbital to trigger real-time updates in Sage X3.

Canonical Data Model: Standardizing data entities within the iPaaS before transformation to target systems.

API Gateway: For managing and securing API traffic, potentially between the iPaaS and external systems.

Asynchronous Processing: For non-real-time operations like daily settlement reports, using queues to decouple processes.

Idempotent Operations: Designing API calls to Sage X3 to prevent duplicate record creation on retries.

Data Touchpoints

iPaaS (Integration Platform as a Service): The core integration engine, providing connectors, visual mapping, workflow orchestration, monitoring, and governance.
Chase Orbital Paymentech Connector: Pre-built or custom connector for secure API interaction with Orbital.
Sage X3 Connector: Pre-built or custom connector for secure API interaction with Sage X3.
Message Queues/Event Bus: For asynchronous processing, handling peak loads, and enabling event-driven architecture.
Data Transformation Engine: Within the iPaaS, for mapping and converting data formats.
Error Handling & Monitoring Module: Centralized logging, alerting, and retry mechanisms.
Secret Management Service: Securely stores API keys and credentials for both systems.
AI/ML Service (Optional): For fraud detection, anomaly detection, and intelligent mapping.

"The architecture features the iPaaS as the central orchestrator. Chase Orbital Paymentech and Sage X3 connect to the iPaaS via their respective APIs. eCommerce platforms, CRMs, and other systems also connect to the iPaaS, allowing for a holistic enterprise integration strategy. Webhooks from Orbital trigger real-time flows, while batch processes handle daily reconciliations. AI services are integrated with the iPaaS for enhanced fraud detection and data validation."

Pricing

Simple, transparent pricing for Chase Orbital + Paymentech Sage X3.

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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Transaction / Payment

Links a payment event from Chase Orbital to a financial payment record in Sage X3.

Chase Orbital Fields

transactionId (Orbital, primary key) orderId (eCommerce/ERP) amount currency status (Auth, Captured, Refunded, Voided) paymentMethodType cardType last4Digits customerId responseCode authCode

Paymentech Sage X3 Fields

Payment ID (Sage X3, primary key) Customer ID Amount Payment Date Payment Method (e.g., Credit Card, ACH) Reference Number (Orbital transactionId) Applied Invoice(s) Payment Status (e.g., Paid, Pending, Refunded) Bank Reference

Mapping Notes

The `transactionId` from Chase Orbital Paymentech is crucial and should be mapped to a 'Reference Number' or 'External Transaction ID' field in Sage X3's Payment entity for traceability and future refund/void operations. Payment `status` from Orbital directly influences the `Payment Status` in Sage X3 and subsequent invoice application. `customerId` mapping is key to link the payment to the correct Sage X3 customer record.

Next Steps

See Chase Orbital + Paymentech Sage X3 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.

Automated eCommerce Order-to-Cash with Payment Sync

A customer places an order on an eCommerce platform. The payment is processed via Chase Orbital Paymentech, and upon successful authorization/capture, the order details, payment status, and customer information are synchronized to Sage X3 for fulfillment, inventory updates, invoicing, and general ledger posting.

Integration Steps:

  1. 0 Customer places order on eCommerce.
  2. 1 Payment initiated via Chase Orbital Paymentech API (/sale or /authorize & /capture).
  3. 2 Successful transaction data (Transaction ID, amount, status) received by iPaaS.
  4. 3 iPaaS creates/updates Sales Order in Sage X3 (/api/v1/salesOrders).
  5. 4 iPaaS creates Payment record in Sage X3, linked to Sales Order/Invoice.
  6. 5 Inventory levels updated in Sage X3 based on Sales Order.
  7. 6 Invoice generated in Sage X3, marked as paid.

Business Outcome

Accelerated order fulfillment, real-time inventory accuracy, faster cash application, reduced manual data entry, improved customer experience.

Frequency

Real-time/Event-driven

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 order holds or subscription setup.
POST /capture Finalize a previously authorized transaction, moving funds.
POST /sale Combine authorization and capture for immediate payment processing.
POST /refund Process full or partial refunds, requiring original transaction ID.
POST /void Cancel an authorized but uncaptured transaction.
GET /status Retrieve current status of a specific transaction for reconciliation.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert amounts if Sage X3 operates in a different base currency than the payment transaction, using real-time exchange rates.
  • Status Mapping: Map Chase Orbital payment statuses (e.g., 'CAPTURED', 'REFUNDED') to corresponding Sage X3 Payment/Invoice statuses (e.g., 'Paid', 'Refunded').
  • Address Normalization: Standardize billing and shipping addresses to Sage X3's format, including country codes and postal formats.
  • Product Code Harmonization: Map eCommerce SKUs to Sage X3 `Product Code` using lookup tables or AI-assisted matching.
  • GL Account Derivation: Dynamically assign General Ledger accounts for payments and refunds based on transaction type, product category, or sales channel.
  • Customer Deduplication: Apply rules to identify and merge duplicate customer records during synchronization, preventing data redundancy in Sage X3.

🛡️ Error Handling

  • Payment Gateway Timeout: iPaaS retries payment authorization; if persistent, flags order for manual review.
  • Sage X3 Product Not Found: Order creation fails; iPaaS logs error, notifies ops team, possibly creates pending order in Sage X3 for manual product mapping.
  • Duplicate Customer: iPaaS applies deduplication logic, merges or flags for review based on configuration.
  • Invalid GL Account: iPaaS flags error, routes transaction to dead-letter queue, alerts finance for GL account correction.
  • Rate Limit Exceeded: iPaaS automatically throttles requests and retries with exponential backoff.
Support & Information

Frequently Asked Questions

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

General Benefits FAQs

▸ What is the primary benefit of integrating Chase Orbital Paymentech with Sage X3 via an iPaaS?
The primary benefit is achieving end-to-end financial 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 Sage X3. This reduces manual effort, enhances data accuracy across financial operations, and accelerates the financial close.

Workflows FAQs

▸ How does iPaaS improve the order-to-cash process for Chase Orbital and Sage X3?
iPaaS provides pre-built connectors and flexible mapping tools to seamlessly sync orders, customer data, and payment statuses between your eCommerce platform (via Orbital payment events) and Sage X3. It automates order creation, payment application, inventory updates, and invoice generation, leading to faster fulfillment and a better customer experience.

Technology FAQs

▸ Can I use low-code tools to build Chase Orbital Paymentech and Sage X3 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 Chase Orbital Paymentech and Sage X3 integrations?
AI can significantly augment these integrations by providing intelligent fraud detection for Orbital transactions, automated reconciliation for Sage X3 GL entries, 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.

Financial Operations FAQs

▸ How do I handle transaction reconciliation between Chase Orbital and Sage X3?
An iPaaS automates daily reconciliation. It retrieves settlement reports from Chase Orbital (via API or SFTP), transforms the data, and compares it against individual transactions and general ledger entries recorded in Sage X3. Any discrepancies are automatically flagged and reported for investigation, drastically reducing manual reconciliation efforts.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Chase Orbital Paymentech with Sage X3?
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 several platforms. A robust iPaaS addresses these by providing centralized control, data harmonization, and advanced features.

Security & Compliance FAQs

▸ How can I secure sensitive payment data during Chase Orbital and Sage X3 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 and strict access controls, adhering to PCI DSS.

Advanced Features FAQs

▸ Does this integration support multi-currency and multi-entity operations?
Yes, the iPaaS is designed to handle multi-currency transactions from Chase Orbital Paymentech, performing necessary conversions before posting to Sage X3. For multi-entity businesses, the iPaaS can route transactions to the correct Sage X3 company or business unit based on predefined rules or merchant IDs, ensuring accurate financial segregation.
Pricing

Simple, transparent pricing for Chase Orbital + Paymentech Sage X3.

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 Sage X3 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