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Unlock Seamless Financial Automation: Syspro & Chase Orbital Paymentech Integration

Connect your ERP with your payment gateway for real-time transactions, automated reconciliation, and enhanced financial control.

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The Challenge

The Challenge: Disconnected Payments & ERP Lead to Financial Friction

Without a robust integration, managing payments processed through Chase Orbital Paymentech and recording them accurately in Syspro becomes a manual, error-prone, and time-consuming process. This disconnect creates significant operational bottlenecks and financial risks.

  • Manual entry of payment data into Syspro after transactions occur in Chase Orbital Paymentech.
  • Delayed or inaccurate financial reconciliation of daily settlements, impacting cash flow visibility.
  • Risk of PCI non-compliance when sensitive payment data is handled outside of tokenized environments.
  • Lack of real-time visibility into sales order payment statuses, slowing down fulfillment.
  • Inefficient refund and chargeback management processes, leading to customer dissatisfaction and financial disputes.
  • Difficulty in maintaining consistent customer payment profiles across systems.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Integration for Syspro & Chase Orbital Paymentech

Our iPaaS-driven integration solution bridges the gap between Syspro and Chase Orbital Paymentech, automating critical payment workflows, ensuring data consistency, and providing real-time financial visibility. Leveraging low-code tools and AI, we transform your financial operations.

  • Real-time Payment Authorization & Capture
  • Automated Sales Order & Invoice Updates in Syspro
  • Daily Settlement Reconciliation to Syspro GL
  • Secure Tokenized Payment Profile Sync
  • Streamlined Refund and Chargeback Management
Implementation Timeline

Go live with Chase Orbital Paymentech + Syspro 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 Syspro, 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 + Syspro 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 Authorization & Capture
  • Automated Sales Order & Invoice Updates in Syspro
  • Daily Settlement Reconciliation to Syspro GL
  • Secure Tokenized Payment Profile Sync
  • Streamlined Refund and Chargeback Management
  • Comprehensive Error Handling & Alerting

Technical Integration Details: Syspro & Chase Orbital Paymentech via iPaaS

Our integration leverages a modern iPaaS to orchestrate data flow between Syspro's robust ERP capabilities and Chase Orbital Paymentech's secure payment processing. This ensures real-time, bidirectional synchronization of critical financial and transaction data.

Data Flow Steps

System Connectivity: Establish secure connections to Syspro (using its API/SDK) and Chase Orbital Paymentech (using its RESTful APIs).

Event Listener/Polling: Configure iPaaS to listen for Chase Orbital Paymentech webhooks (e.g., transaction status changes, chargebacks) or schedule polling for daily settlement reports.

Data Extraction: Extract relevant data entities (e.g., Transaction, SettlementBatch from Chase Orbital Paymentech; Sales Order, Customer, Invoice from Syspro).

Data Transformation & Mapping: Utilize the iPaaS's visual mapping engine to transform and harmonize data schemas between the two systems, enriching data where necessary (e.g., adding Syspro `CustomerCode` to a Chase Orbital Paymentech transaction record).

Business Logic & Validation: Apply pre-defined business rules and validation checks (e.g., credit limit checks in Syspro, fraud checks from Chase Orbital Paymentech) within the iPaaS workflow.

Data Ingestion: Ingest transformed data into the target system via its respective API endpoint (e.g., Syspro `AddSalesOrder`, `AddJournalEntry`; Chase Orbital Paymentech `authorize`, `capture`).

Error Handling & Monitoring: Implement comprehensive error handling, retry mechanisms, and real-time monitoring with alerts for any integration failures or discrepancies.

Data Touchpoints

Syspro: Sales Order, Customer, Product/Item, Inventory Record, Invoice (AR), Payment, General Ledger Entry
Chase Orbital Paymentech: Transaction, PaymentMethod, CustomerPaymentProfile, SettlementBatch, Refund, Chargeback

"eCommerce/CRM -> iPaaS (Event Trigger/Scheduled) -> Chase Orbital Paymentech API (Auth/Capture/Refund/Settlement) -> iPaaS (Transform/Validate) -> Syspro API (Sales Order/Invoice/Payment/GL Entry) -> iPaaS (Status Update/Error Handling) -> Source System/Alerts"

Pricing

Simple, transparent pricing for Chase Orbital Paymentech + Syspro.

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 Data Mapping

Achieve robust data consistency through precise mapping of critical entities between Syspro and Chase Orbital Paymentech, enhanced by AI-assisted mapping capabilities.

Sales Order (Syspro) <=> Transaction (Chase Orbital Paymentech)

Synchronizes customer purchase requests with their corresponding payment gateway transactions.

Chase Orbital Paymentech Fields

OrderNumber CustomerCode OrderDate OrderTotal OrderStatus LineItems (StockCode, Quantity, UnitPrice)

Syspro Fields

transactionId amount currency status type paymentMethodId orderId timestamp

Mapping Notes

The Syspro `OrderNumber` is typically mapped to Chase Orbital Paymentech's `orderId` for cross-referencing. `OrderTotal` maps to `amount`. `OrderStatus` in Syspro is updated based on Chase Orbital `status` (e.g., Authorized, Captured, Refunded). Line item details are processed for Syspro's Sales Order creation.

Next Steps

See Chase Orbital Paymentech + Syspro 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

Seamlessly transfer sales orders from your online store, process payments via Chase Orbital Paymentech, update inventory in Syspro, and generate AR invoices, all in real-time.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 iPaaS captures order, sends payment authorization to Chase Orbital Paymentech (`/transactions/authorize`).
  3. 2 Successful authorization triggers capture (`/transactions/capture`).
  4. 3 Transaction details, including `transactionId`, `amount`, `status`, are sent to iPaaS.
  5. 4 iPaaS creates a Sales Order in Syspro (`/APIServices/SalesOrderService/AddSalesOrder`).
  6. 5 Syspro Inventory Record is updated (`/APIServices/InventoryService/GetStockBalance` for check, then internal update).
  7. 6 Syspro Invoice (AR) generated, linked to payment.
  8. 7 Order status updated in eCommerce system.

Business Outcome

Accelerated order fulfillment, reduced manual errors, real-time revenue recognition, enhanced 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.

Accelerate Cash Flow & Reconciliation
Automate payment capture and daily settlement reconciliation, reducing the time from sale to funds availability and significantly speeding up financial closing cycles.
Enhance Data Accuracy & Integrity
Eliminate manual data entry errors by automating the flow of payment and settlement data directly into Syspro, ensuring a single source of truth for financial records.
Ensure PCI DSS Compliance
Leverage Chase Orbital Paymentech's tokenization and secure API integration to minimize the scope of PCI DSS compliance, protecting sensitive cardholder data.
Boost Operational Efficiency
Free up finance and operations teams from repetitive tasks, allowing them to focus on strategic analysis and higher-value activities.
Gain Real-time Financial Visibility
Access up-to-the-minute payment statuses, transaction details, and reconciled financial data directly within Syspro, enabling informed decision-making.
Improve Customer Experience
Process payments and refunds faster and more accurately, leading to greater customer satisfaction and trust.
✨

Accelerate Cash Flow & Reconciliation

30% Faster Reconciliation

📋 What You Get

Automate payment capture and daily settlement reconciliation, reducing the time from sale to funds availability and significantly speeding up financial closing cycles.

💼 Business Impact

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

Implementation Timeline

Go live with Chase Orbital Paymentech + Syspro 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 Syspro, 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 + Syspro 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 /APIServices/SalesOrderService/AddSalesOrder Create new sales orders in Syspro, initiated by successful payment captures.
GET /APIServices/InventoryService/GetStockBalance Retrieve real-time inventory levels, used for pre-payment checks or post-capture updates.
POST/PUT /APIServices/CustomerService/AddCustomer / UpdateCustomer Create or update customer records in Syspro with payment profile references.
POST /APIServices/GLJournalService/AddJournalEntry Post general ledger journal entries for automated settlement reconciliation.
PUT /APIServices/ARInvoiceService/UpdateInvoice Update Accounts Receivable invoices with payment status and details.

⚡ Transformation Logic

  • Map Chase Orbital Paymentech `orderId` to Syspro `OrderNumber`.
  • Convert Chase Orbital Paymentech `status` (e.g., 'CAPTURED') to Syspro `OrderStatus` (e.g., 'Paid').
  • Split Chase Orbital Paymentech `SettlementBatch` into multiple Syspro `General Ledger Entry` records (e.g., debit bank, credit revenue, debit fees).
  • Extract `CustomerCode` from Syspro based on email/ID from Chase Orbital Paymentech transaction.
  • Tokenization of payment data: only store Chase Orbital Paymentech `token` and non-sensitive details (`last4`, `expiry`) in Syspro.

🛡️ Error Handling

  • Chase Orbital Paymentech transaction declines (e.g., insufficient funds, card expired).
  • Syspro API validation errors (e.g., invalid `CustomerCode`, missing required fields).
  • Network connectivity issues between iPaaS and either system.
  • Data transformation failures due to unexpected data formats.
  • Duplicate transaction attempts due to retries (handled by idempotency).
Pricing

Simple, transparent pricing for Chase Orbital Paymentech + Syspro.

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

▸ Why integrate Syspro with Chase Orbital Paymentech?
Integrating Syspro with Chase Orbital Paymentech automates your entire order-to-cash cycle, eliminating manual data entry, accelerating daily financial reconciliation, ensuring real-time payment status updates, and enhancing PCI compliance. It provides a unified financial view and boosts operational efficiency.

Security FAQs

▸ How does this integration handle PCI DSS compliance?
Our integration prioritizes PCI DSS compliance by leveraging Chase Orbital Paymentech's tokenization services. Sensitive cardholder data never touches your systems directly; only secure tokens are exchanged and stored in Syspro (e.g., in custom fields), minimizing your PCI scope and ensuring data protection.

Financial Operations FAQs

▸ Can I automate daily settlement reconciliation to Syspro's GL?
Absolutely. The iPaaS retrieves daily settlement data from Chase Orbital Paymentech, transforms it, and automatically posts reconciled journal entries to the appropriate General Ledger accounts in Syspro. This drastically reduces manual effort and accelerates your financial close process.

Technology FAQs

▸ What role does AI play in this integration?
AI enhances the integration by providing intelligent data mapping suggestions, detecting financial anomalies (e.g., potential fraud, reconciliation discrepancies), assisting with predictive reconciliation, and suggesting automated error remediation. It moves beyond basic automation to intelligent operations.
▸ How does the low-code iPaaS benefit my business?
A low-code iPaaS empowers business users and citizen integrators to design, build, and modify integration workflows using intuitive drag-and-drop interfaces. This accelerates development, reduces reliance on IT, increases agility to adapt to business changes, and lowers overall integration costs.

Technical FAQs

▸ Is this a real-time integration, or does it use batch processing?
It employs a hybrid approach. Critical payment events like authorizations, captures, refunds, and chargebacks are handled in real-time using webhooks for immediate updates. Daily settlement reconciliation typically uses scheduled batch processing to optimize data transfer and Syspro's GL posting.
▸ What kind of error handling is in place for failed transactions?
Our integration includes robust, multi-tiered error handling: immediate retries for transient issues, detailed logging and real-time alerts for critical failures, and routing persistently failing messages to dead-letter queues for manual review and reprocessing. AI can also suggest automated fixes for common errors.

Customization FAQs

▸ Can I customize the data mapping and workflow rules?
Yes, the iPaaS offers extensive customization. You can visually define and modify data mappings, implement complex business rules using a built-in rules engine, add conditional logic, and extend workflows to accommodate unique business processes or custom fields in both Syspro and Chase Orbital Paymentech.
Implementation Timeline

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

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 + Syspro 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