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Chase Orbital Paymentech + Shopify Integration

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

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Chase Orbital Paymentech and Shopify 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 Paymentech and Shopify.

  • Shopify Metafields (for Orders, Customers, Products, Refunds) to store Chase Orbital transaction IDs, custom fraud scores, or ERP-specific identifiers.
  • Custom attributes within the iPaaS's canonical data model to enrich data during transformation.
  • Chase Orbital's custom fields (if supported) for specific merchant needs.
Implementation Timeline

Go live with Chase Orbital Paymentech + Shopify 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 Shopify, 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 + Shopify deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Shopify Metafields (for Orders, Customers, Products, Refunds) to store Chase Orbital transaction IDs, custom fraud scores, or ERP-specific identifiers.
  • Custom attributes within the iPaaS's canonical data model to enrich data during transformation.
  • Chase Orbital's custom fields (if supported) for specific merchant needs.

Robust Integration Architecture for Shopify & Chase Orbital

Our recommended integration architecture leverages a modern iPaaS as the central nervous system, ensuring seamless, secure, and scalable data flow between Shopify and Chase Orbital Paymentech, with extensibility to other enterprise systems.

Data Flow Steps

Event-Driven Architecture: Utilizing Shopify webhooks for real-time order and refund events, and Chase Orbital webhooks (or polling for status) for transaction updates.

Request-Reply Pattern: For synchronous payment processing requests from Shopify to Orbital via iPaaS.

Batch Processing: For daily settlement report ingestion and reconciliation with ERP.

Idempotent Operations: Designing workflows to handle duplicate messages without unintended side effects, crucial for financial transactions.

Canonical Data Model: Establishing a standard data format within the iPaaS for `Order`, `Transaction`, `Customer`, `Refund` entities to simplify mapping to various target systems.

Data Touchpoints

Shopify Storefront & Admin API: Source of orders, customer data, and target for payment status updates.
Chase Orbital Paymentech Gateway: Securely processes payments, authorizations, captures, refunds, and provides settlement reports.
Integration Platform as a Service (iPaaS): The central orchestration layer, providing connectors, data mapping, workflow engine, error handling, monitoring, and security.
Data Transformation Engine: Part of iPaaS, handles schema normalization and data enrichment.
Event Bus/Message Queue: Within iPaaS, ensures reliable message delivery and supports asynchronous processing.
Secret Management Service: Securely stores API keys and credentials for both systems.
Logging & Monitoring System: Centralized logs and dashboards for operational visibility.
AI/ML Module: Integrated into iPaaS for fraud detection, reconciliation assistance, and predictive analytics.

"The architecture features Shopify and Chase Orbital Paymentech as endpoints, with the iPaaS at the core. The iPaaS handles all data transformation, routing, error handling, and security. Event-driven communication (webhooks) is prioritized for real-time updates, complemented by scheduled processes for batch operations like reconciliation. Connections to ERP/CRM/WMS are implicit downstream targets."

Pricing

Simple, transparent pricing for Chase Orbital Paymentech + Shopify.

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

Data Entity Mapping

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

Order

Represents a customer's purchase, flowing from Shopify to financial processing via Orbital and potentially to an ERP. Critical for tracking sales and fulfillment.

Chase Orbital Paymentech Fields

orderId (eCommerce/ERP) totalAmount currency status (pending, paid, refunded) customerId shippingAddress billingAddress transactionId (Orbital)

Shopify Fields

id order_number customer_id financial_status fulfillment_status total_price line_items shipping_address billing_address created_at updated_at tags transactions (Shopify payment transactions)

Mapping Notes

Shopify's `id` and `ordernumber` map to Orbital's `orderId` (often passed as a merchant order reference). Shopify's `totalprice` maps to Orbital's `amount`. `financial_status` in Shopify is updated based on `status` from Orbital transactions. Line items are crucial for detailed transaction context.

Next Steps

See Chase Orbital Paymentech + Shopify 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.

End-to-End eCommerce Order-to-Payment-to-Fulfillment Automation

A customer places an order on Shopify, the payment is securely processed by Chase Orbital Paymentech, and upon successful authorization, the order, payment status, and customer details are automatically synchronized to the ERP for fulfillment and accounting, triggering inventory updates in Shopify.

Integration Steps:

  1. 0 Customer places order on Shopify
  2. 1 Shopify triggers payment request to Chase Orbital via iPaaS
  3. 2 Chase Orbital processes payment (authorization/sale)
  4. 3 iPaaS receives transaction status from Orbital, updates Shopify order's financial status
  5. 4 iPaaS creates/updates order in ERP with payment details
  6. 5 ERP initiates fulfillment, updates inventory levels which sync back to Shopify

Business Outcome

Accelerated order processing, real-time inventory accuracy, reduced manual data entry, faster cash flow.

Frequency

Real-time, event-driven

Implementation Timeline

Go live with Chase Orbital Paymentech + Shopify 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 Shopify, 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 + Shopify 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, typically used for order holds or subscription setup where capture occurs later. Integrates with Shopify checkout post-order creation.
POST /capture To finalize a previously authorized transaction, moving funds from the customer's account to the merchant's. Often linked to Shopify order fulfillment events.
POST /sale To combine authorization and capture into a single transaction, used for immediate payment processing like in eCommerce checkout flows triggered by Shopify order creation.
POST /refund To process a full or partial refund for a previously captured transaction, requiring the original transaction ID. Triggered by Shopify refund actions.
POST /void To cancel an authorized transaction before it has been captured. This prevents the funds from ever being transferred. Used for cancelling pending Shopify orders.
GET /status To retrieve the current status of a specific transaction using its ID, crucial for reconciliation and error handling, informing Shopify order financial status updates.

⚡ Transformation Logic

  • Currency Alignment: Ensure Shopify's `total_price` currency matches Orbital's expected currency format.
  • Address Standardization: Normalize `billingaddress` and `shippingaddress` from Shopify to meet Orbital's AVS (Address Verification Service) requirements.
  • Status Mapping: Translate specific Orbital `status` codes (e.g., 'Approved', 'Declined', 'Referral') into Shopify's `financial_status` (e.g., 'paid', 'pending', 'voided') and a canonical status for ERP.
  • Metafield Assignment: Store Chase Orbital `transactionId` and other relevant payment details (e.g., `cardType`, `last4Digits`) as Shopify `metafields` on the `Order` for enhanced visibility.
  • Line Item Aggregation: For detailed financial reconciliation, aggregate `line_items` from Shopify orders into a format suitable for ERP invoicing or Orbital transaction context.
  • Settlement Report Parsing: Parse raw settlement report data from Orbital (often CSV or XML) into a structured format for comparison with ERP GL entries.

🛡️ Error Handling

  • Payment Gateway Decline: Chase Orbital declines a transaction. iPaaS updates Shopify order `financial_status` to 'voided' or 'pending payment' and notifies customer.
  • API Rate Limit Exceeded: Shopify or Orbital API returns 'Too Many Requests' (429). iPaaS initiates exponential backoff and retries.
  • Data Transformation Failure: Invalid data format during mapping between Shopify and Orbital. iPaaS logs error, routes to dead-letter queue, and alerts.
  • Network Connectivity Issue: Temporary interruption between iPaaS and either system. iPaaS retries with backoff.
  • Chargeback Dispute: Orbital notifies of a chargeback. iPaaS creates case in CRM for dispute resolution team.
Pricing

Simple, transparent pricing for Chase Orbital Paymentech + Shopify.

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 Shopify via an iPaaS?
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 eCommerce ecosystem, enabling real-time data flow with Shopify, reducing manual effort, enhancing data accuracy, and accelerating financial reconciliation.

Technical FAQs

▸ How does iPaaS improve Shopify's payment processing with Chase Orbital?
iPaaS provides pre-built connectors and flexible mapping tools to seamlessly sync Shopify orders, customer data, and payment statuses with Chase Orbital. It automates order-to-cash workflows, ensures real-time updates to Shopify's financial status, and streamlines refund and chargeback processes, leading to faster fulfillment and a better customer experience.

Implementation FAQs

▸ Can I use low-code tools to build Shopify and Chase Orbital payment workflows?
Absolutely. Modern iPaaS platforms offer low-code/no-code environments, allowing business analysts and power users to design, test, and deploy complex payment workflows (e.g., custom fraud rules, conditional refunds) without extensive coding. This accelerates development, reduces IT backlog, and enables faster adaptation to changing business needs.

AI Capabilities FAQs

▸ What role does AI play in enhancing Chase Orbital and Shopify integrations?
AI significantly augments these integrations by providing intelligent fraud detection for Shopify orders, automating reconciliation of Chase Orbital settlement reports, 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.

Financial FAQs

▸ How do I handle transaction reconciliation between Chase Orbital and my ERP after Shopify payments?
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 ERP's general ledger. Any discrepancies are automatically flagged and reported for investigation, drastically reducing manual reconciliation efforts and ensuring accurate financial close processes.

Security FAQs

▸ How can I secure sensitive payment data during the Shopify to Chase Orbital 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 PCI DSS compliance.

Challenges FAQs

▸ What are the common challenges when integrating Shopify and Chase Orbital Paymentech?
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, advanced features, and AI-driven intelligence.

Customer Service FAQs

▸ Can iPaaS help with managing chargebacks from Chase Orbital Paymentech for Shopify orders?
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 Shopify, and assign it to the appropriate team for dispute resolution, significantly streamlining the process and improving win rates.
Implementation Timeline

Go live with Chase Orbital Paymentech + Shopify 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 Shopify, 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 + Shopify 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 + Shopify.

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 + Shopify 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