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AI-Powered Integration: Unify Dynamics AX with Sage Pay (Opayo) for Seamless Financial Operations

Accelerate your order-to-cash cycle, automate payment reconciliation, and enhance fraud detection with intelligent, low-code integration between your Dynamics AX ERP and Sage Pay. Leverage AI-first capabilities for rapid deployment and continuous optimization.

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The Challenge

The Challenge: Disconnected Payments & ERP Bottlenecks

Mid-market companies running Dynamics AX often face significant operational hurdles when managing payments through Sage Pay (Opayo). Manual data entry, delayed reconciliation, and a lack of real-time visibility lead to inefficiencies, errors, and compliance risks that hinder growth and customer satisfaction.

  • Manual Reconciliation Headaches: Finance teams spend countless hours manually matching Sage Pay settlements with Dynamics AX transactions, leading to delays in financial close and increased risk of errors.
  • Fragmented Order-to-Cash: Disjointed processes between eCommerce, Sage Pay, and Dynamics AX result in slow order fulfillment, inaccurate inventory, and a poor customer experience.
  • Limited Fraud Visibility: Relying solely on manual review or basic fraud checks leaves businesses vulnerable to chargebacks and financial losses, without a unified view across ERP and payment gateway.
  • Complex Custom Code: Traditional point-to-point integrations are expensive, brittle, require specialized X++ development, and struggle to adapt to evolving business needs or API changes.
  • PCI DSS Compliance Burden: Handling sensitive payment data across disparate systems increases PCI scope and compliance complexity, diverting resources from core business activities.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Automation with AI-Powered Dynamics AX & Sage Pay Integration

Our AI-first iPaaS provides a comprehensive, low-code platform to seamlessly connect Dynamics AX and Sage Pay (Opayo). This solution centralizes all your payment and ERP data flows, automates complex financial workflows, and leverages artificial intelligence to streamline operations, enhance security, and deliver real-time insights.

  • Pre-built Connectors & Templates: Accelerate deployment with ready-to-use connectors for Dynamics AX (AIF services, custom web services) and Sage Pay (RESTful APIs, webhooks).
  • Visual Workflow Designer: Empower business users with an intuitive drag-and-drop interface to build, monitor, and modify integration flows without coding.
  • AI-Assisted Data Mapping & Transformation: Leverage AI to automatically suggest field mappings, infer business rules, and validate data, drastically reducing setup time and improving accuracy.
  • Real-time Event-Driven Processing: Move beyond batch processing. Utilize Opayo webhooks to trigger instant updates in Dynamics AX for payments, refunds, and fraud alerts.
  • Centralized Monitoring & Governance: Gain a single pane of glass for all integration activities, with detailed logs, performance metrics, and proactive alerts.
Implementation Timeline

Go live with Dynamics AX + Sage Pay 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 Dynamics AX and Sage Pay , 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 Dynamics AX + Sage Pay deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Pre-built Connectors & Templates: Accelerate deployment with ready-to-use connectors for Dynamics AX (AIF services, custom web services) and Sage Pay (RESTful APIs, webhooks).
  • Visual Workflow Designer: Empower business users with an intuitive drag-and-drop interface to build, monitor, and modify integration flows without coding.
  • AI-Assisted Data Mapping & Transformation: Leverage AI to automatically suggest field mappings, infer business rules, and validate data, drastically reducing setup time and improving accuracy.
  • Real-time Event-Driven Processing: Move beyond batch processing. Utilize Opayo webhooks to trigger instant updates in Dynamics AX for payments, refunds, and fraud alerts.
  • Centralized Monitoring & Governance: Gain a single pane of glass for all integration activities, with detailed logs, performance metrics, and proactive alerts.
  • Robust Error Handling & Reconciliation: Implement intelligent retry mechanisms, dead-letter queues, and AI-driven anomaly detection to ensure data integrity and prevent data loss.

Technical Integration Details: Dynamics AX & Sage Pay (Opayo)

Our iPaaS provides a robust, secure, and scalable framework for connecting Dynamics AX and Sage Pay. Leveraging native API capabilities from both systems, we orchestrate complex workflows with precision, ensuring data integrity and real-time synchronization.

Data Flow Steps

Secure Connection Setup: Establish authenticated connections to Dynamics AX (via AIF services, custom web services) and Sage Pay (Opayo RESTful APIs) using secure credentials and IP whitelisting.

Workflow Definition: Visually design integration flows on the iPaaS canvas, defining triggers, actions, and conditional logic.

AI-Assisted Data Mapping: Utilize AI to intelligently map fields between Dynamics AX entities (e.g., Sales Order, Payment, Customer) and Sage Pay entities (e.g., Payment Transaction, Order, Customer).

Transformation & Validation: Apply necessary data transformations (e.g., currency conversion, date formatting) and validation rules to ensure data quality before entry into either system.

Event-Driven or Scheduled Sync: Configure real-time data flows triggered by Opayo webhooks (for payments, refunds) or scheduled batch processes (for daily settlement reports).

Error Handling & Monitoring: Implement intelligent retry mechanisms, dead-letter queues, and centralized monitoring dashboards to ensure resilience and provide proactive alerts for any failures.

Data Touchpoints

Dynamics AX: Sales Order, Customer, Product (Item), Invoice (Sales/Free Text), Payment, General Ledger Journal
Sage Pay (Opayo): Payment Transaction, Order, Customer, Refund, Payment Token, Settlement Batch, Fraud Indicator

"Dynamics AX <-> iPaaS <-> Sage Pay (Opayo) <-> eCommerce/CRM. Data flows include Sales Orders from eCommerce to AX via iPaaS, Payment Authorizations/Captures from iPaaS to Sage Pay, Webhook notifications from Sage Pay to iPaaS, and Payment/Invoice updates from iPaaS to AX. Daily settlement reports flow from Sage Pay to iPaaS for GL posting in AX. AI is embedded across the iPaaS for mapping, validation, and anomaly detection."

Pricing

Simple, transparent pricing for Dynamics AX + Sage Pay .

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 Dynamics AX

Integrating Dynamics AX 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 & AI-Assisted Mapping

Seamless data flow relies on accurate mapping between core entities in Dynamics AX and Sage Pay. Our iPaaS, enhanced with AI, simplifies this complex process, ensuring data consistency and integrity across your financial ecosystem.

Sales Order (Dynamics AX) <=> Order (Sage Pay)

The customer's request for products/services and its corresponding representation in the payment gateway. Critical for order fulfillment and payment processing.

Dynamics AX Fields

SalesId CustAccount ItemId QtyOrdered SalesPrice SalesStatus DeliveryDate CustPurchaseOrder

Sage Pay Fields

orderId orderTotal currency customerEmail billingAddress shippingAddress orderStatus paymentMethodUsed vendorTxCode

Mapping Notes

`SalesId` from AX is typically mapped to `vendorTxCode` in Opayo for traceability. `CustAccount` links to the Customer entity. `orderTotal` from Opayo confirms the total amount for the AX Sales Order/Invoice. AI assists in matching complex address structures and status codes.

Next Steps

See Dynamics AX + Sage Pay 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-Cash with Opayo & AX

Automate the complete sales order lifecycle from an eCommerce platform (e.g., Shopify) through Sage Pay (Opayo) for payment processing, and into Dynamics AX for inventory allocation, fulfillment, and invoicing. This ensures real-time updates and data consistency across all systems.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Order details and customer information are sent to iPaaS.
  3. 2 iPaaS initiates payment authorization/capture via Sage Pay (Opayo) API.
  4. 3 Opayo processes payment and returns transaction status (via webhook).
  5. 4 iPaaS receives Opayo status and creates/updates Sales Order in Dynamics AX (via AIF SalesOrderService/create or update).
  6. 5 AX allocates inventory, initiates fulfillment, and generates an invoice.
  7. 6 Payment details (e.g., Opayo transaction ID) are linked to the AX Sales Order/Invoice and recorded as a Payment in AX.
  8. 7 Order status updates are synchronized back to eCommerce via iPaaS.

Business Outcome

Accelerated order processing, real-time inventory updates, reduced manual data entry, improved cash flow, 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 Order-to-Cash Cycle
Streamline the flow from online order to payment processing and ERP fulfillment, reducing processing time by up to 70%.
Reduce Manual Reconciliation Effort
Automate matching of Sage Pay settlements with Dynamics AX transactions, cutting manual reconciliation time by over 85%.
Enhance Data Accuracy & Reliability
Eliminate manual data entry errors and ensure real-time data consistency across all financial systems, improving data quality by 99%.
Boost Fraud Detection with AI
Leverage AI-driven anomaly detection and Opayo's fraud indicators to proactively identify and mitigate fraudulent transactions.
Achieve PCI DSS Compliance Effortlessly
Utilize Opayo's tokenization and hosted pages, combined with secure iPaaS practices, to significantly reduce your PCI scope.
Rapid Deployment & Agility
Deploy complex integrations in weeks, not months, using low-code tools and AI assistance, and adapt quickly to changing business needs.
✨

Accelerate Order-to-Cash Cycle

70% Faster Order Processing

📋 What You Get

Streamline the flow from online order to payment processing and ERP fulfillment, reducing processing time by up to 70%.

💼 Business Impact

This benefit directly contributes to 70% improvement in Faster Order Processing, 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 /AIF/SalesOrderService/create Creating new sales orders in Dynamics AX from external systems (e.g., after Opayo payment success).
POST /AIF/SalesOrderService/updateStatus Updating the status of existing sales orders (e.g., 'payment pending', 'paid', 'on hold for fraud').
POST /AIF/CustomerService/create Creating or updating customer records in Dynamics AX, often triggered by new customer payment.
POST /AIF/GeneralLedgerJournalService/create Creating and posting general ledger journals from external financial systems (e.g., daily Opayo settlements).
POST /AIF/VendInvoiceService/create Posting vendor invoices into Dynamics AX (less common for payment gateway, but useful for related procure-to-pay).

⚡ Transformation Logic

  • Currency Conversion: Automatically convert amounts if AX and Opayo operate in different base currencies, using real-time exchange rates.
  • Status Mapping: Standardize payment and order status codes between Opayo's API responses and Dynamics AX's internal enumerations.
  • Date Formatting: Ensure consistent date and time formats (`YYYY-MM-DDTHH:MM:SSZ`) across systems.
  • Data Aggregation: Consolidate individual Opayo transactions into summary General Ledger Journal lines for daily settlements.
  • Address Normalization: Standardize billing and shipping address formats for consistent customer master data.

🛡️ Error Handling

  • Transient Network Errors: Handled by automatic retries with exponential backoff.
  • AX AIF Service Unavailability: Alerts triggered, messages queued for reprocessing when service restores.
  • Opayo Payment Gateway Downtime: Alerts triggered, customer notified, orders marked 'payment pending', retries initiated.
  • Data Validation Failures: Messages routed to dead-letter queue, finance team alerted for manual correction.
  • Business Logic Conflicts: Alerts triggered, AI suggests remediation, or manual review initiated for complex cases.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What are the common challenges when integrating Dynamics AX with Sage Pay (Opayo)?
Common challenges include the complexity of AX's data model and AIF services, the need for real-time payment synchronization, accurate financial reconciliation, managing refunds/chargebacks consistently, and ensuring PCI DSS compliance. Our iPaaS addresses these by abstracting complexity, offering robust mapping, and supporting event-driven architectures.

AI Benefits FAQs

▸ How does an AI-powered iPaaS improve Dynamics AX and Opayo integration?
AI augments the integration by providing intelligent mapping suggestions, automating workflow generation, detecting anomalies in financial transactions (e.g., fraud, reconciliation errors), and suggesting optimal error resolutions. This significantly reduces development time, improves data quality, and enhances operational resilience.

Technical FAQs

▸ Is real-time integration possible between Dynamics AX and Sage Pay?
Yes, absolutely. By leveraging Opayo's webhooks, our iPaaS can capture payment success, failure, or refund events in real-time and immediately trigger corresponding updates or new record creations within Dynamics AX, ensuring your ERP is always up-to-date.
▸ What role do Data Entities play in Dynamics AX integrations?
Data Entities in Dynamics AX provide a simplified, aggregated view of underlying AX tables, making it easier to expose and consume data for integrations. Our iPaaS leverages these entities, combined with AI-assisted mapping, to streamline the data exchange process and abstract complex table relationships.

Low-Code FAQs

▸ How do low-code/no-code workflows benefit my finance team for AX-Opayo integrations?
Low-code/no-code workflows empower finance and operations teams to visually design, build, and modify integrations for tasks like refund processing or settlement reconciliation without requiring deep coding expertise. This accelerates process improvements, reduces IT backlog, and gives business users more control.

Security FAQs

▸ What security considerations are crucial for Dynamics AX and Sage Pay integrations?
Key security considerations include robust authentication (OAuth 2.0, API keys) and authorization, data encryption in transit (TLS/SSL), secure storage of credentials, IP whitelisting, and strict adherence to PCI DSS. Utilizing Opayo's tokenization services and implementing comprehensive audit trails are also essential.

Workflows FAQs

▸ Can I automate payment reconciliation with Sage Pay (Opayo) and Dynamics AX?
Yes. Our iPaaS can automatically download Opayo's daily settlement reports, parse the data, and match it against transactions recorded in Dynamics AX. It can then automatically post aggregated General Ledger Journal entries and flag any discrepancies for review, significantly speeding up your financial close.

Data Management FAQs

▸ How can I ensure data consistency between Dynamics AX and Opayo?
An iPaaS with strong data mapping, transformation, and validation capabilities is key. Implement a canonical data model, define clear business rules for data synchronization, and use conflict resolution strategies. AI can also assist in identifying and resolving data discrepancies proactively, ensuring a single source of truth.
Pricing

Simple, transparent pricing for Dynamics AX + Sage Pay .

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 Dynamics AX + Sage Pay 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