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Dynamics NAV + Sage Pay Integration

Clarity Connect™ integrates Dynamics NAV with Sage Pay , 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 Dynamics NAV and Sage Pay 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 Dynamics NAV and Sage Pay .

  • Seamless mapping of custom fields in Dynamics NAV (e.g., specific order attributes, customer categories) to relevant fields in Sage Pay or intermediary data structures.
  • Ability to define and utilize custom attributes in Sage Pay transactions to carry additional context into NAV.
Implementation Timeline

Go live with Dynamics NAV + 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 NAV 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 NAV + 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

  • Seamless mapping of custom fields in Dynamics NAV (e.g., specific order attributes, customer categories) to relevant fields in Sage Pay or intermediary data structures.
  • Ability to define and utilize custom attributes in Sage Pay transactions to carry additional context into NAV.

Robust & Scalable Integration Architecture

The integration leverages a modern, cloud-native iPaaS as the central orchestration layer, connecting Dynamics NAV and Sage Pay through secure, event-driven workflows. This architecture prioritizes scalability, resilience, and maintainability for mid-market financial operations.

Data Flow Steps

Event-Driven Architecture: Primarily using Sage Pay webhooks to trigger immediate actions in NAV.

API-First Integration: Relying on well-defined APIs for robust and standardized communication.

Canonical Data Model: Defining a unified data structure within the iPaaS to simplify mapping and ensure consistency.

Asynchronous Processing: Using message queues for non-real-time or high-volume operations to improve resilience.

Idempotent Operations: Designing workflows to handle duplicate messages without creating duplicate records in NAV.

Data Touchpoints

iPaaS Platform: Central hub for integration orchestration, monitoring, and governance.
Dynamics NAV Connector: Utilizes NAV's OData/SOAP Web Services for data access and manipulation.
Sage Pay (Opayo) Connector: Interacts with Opayo's RESTful APIs and consumes webhooks.
Workflow Engine: Low-code/no-code visual designer for defining integration logic.
Data Mapping & Transformation Engine: Handles schema translation and data enrichment.
AI Co-pilot: Provides intelligent assistance for mapping, validation, anomaly detection, and error resolution.
Message Queues: Buffers high-volume transactions, ensures asynchronous processing and prevents system overload.
Secure Credential Vault: Stores API keys and user credentials for both systems.
Monitoring & Alerting: Centralized dashboard for real-time health checks and notifications.

"The architecture consists of Dynamics NAV (on-premise or cloud) and Sage Pay (cloud service) connected via a multi-tenant iPaaS platform. The iPaaS hosts dedicated connectors for each system, a visual workflow engine, a data mapping and transformation engine, an AI co-pilot for intelligent automation, a monitoring and logging service, and a secure credential vault. Webhooks from Sage Pay trigger real-time flows, while NAV data is accessed via OData/SOAP APIs."

Pricing

Simple, transparent pricing for Dynamics NAV + 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 NAV

Integrating Dynamics NAV 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.

Payment Transaction (Sage Pay) <-> Payment (Cash Receipt Journal) / Sales Invoice (Dynamics NAV)

Synchronizing successful payment transactions from Sage Pay to create and apply payments against open Sales Invoices or post to the Cash Receipt Journal in Dynamics NAV.

Dynamics NAV Fields

Document No. Posting Date Account Type Account No. Amount Bal. Account Type Bal. Account No. Applies-to Doc. Type Applies-to Doc. No.

Sage Pay Fields

transactionId vendorTxCode amount currency status transactionType customerEmail paymentMethod cardType createdDate

Mapping Notes

Map Sage Pay's `transactionId` to a custom field or description in NAV for traceability. `vendorTxCode` should correspond to NAV's Sales Order/Invoice `No.`. `amount` and `currency` require direct mapping. `status` from Sage Pay determines if a Cash Receipt Journal entry is created and applied. AI can suggest optimal GL accounts based on transaction type.

Next Steps

See Dynamics NAV + 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.

Integration Steps:

Business Outcome

Frequency

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PATCH /ODataV4/Company('CompanyName')/Customers Manage customer records, lookup existing customers for payment application.
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Create sales orders post-payment, retrieve order details for status updates.
GET, POST /ODataV4/Company('CompanyName')/SalesInvoices Generate and retrieve sales invoices, apply payments against them.
POST /ODataV4/Company('CompanyName')/GenJournalLines Post general journal entries for financial transactions, including payment applications.
POST /ODataV4/Company('CompanyName')/Payment Specific OData endpoint for payment application if exposed by NAV.

⚡ Transformation Logic

  • ID Mapping: Convert Sage Pay's `transactionId` and `vendorTxCode` to Dynamics NAV's `Document No.` and `Sales Order No.` respectively.
  • Status Mapping: Translate Sage Pay's `status` codes (e.g., 'OK', 'PENDING', 'REJECTED') into corresponding Dynamics NAV payment application statuses.
  • Address Standardization: Harmonize billing/shipping address formats from Sage Pay to match Dynamics NAV's structured address fields.
  • Currency Conversion: If multi-currency is involved, ensure proper exchange rate application and currency code mapping.
  • Date/Time Formatting: Adjust date and time formats to align with Dynamics NAV's requirements.
  • Item Mapping: Translate eCommerce product SKUs (passed via `vendorTxCode` context) to Dynamics NAV `Item No.` for sales order line items.

🛡️ Error Handling

  • Payment application failure in NAV: Due to incorrect invoice ID or customer data mismatch. iPaaS reroutes to dead-letter queue.
  • Sage Pay API timeout: Transient network issue, iPaaS retries with exponential back-off.
  • Duplicate transaction: iPaaS identifies and prevents double posting to NAV using idempotency checks.
  • Refund processing error: Sage Pay rejects refund due to insufficient funds or invalid transaction ID. iPaaS alerts finance team.
Support & Information

Frequently Asked Questions

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

Automation FAQs

▸ How does this integration automate payment reconciliation between Dynamics NAV and Sage Pay?
Our iPaaS solution automatically downloads daily settlement reports from Sage Pay (Opayo), parses the transaction data, and intelligently matches it against customer ledger entries and open invoices in Dynamics NAV. It then automatically posts and applies payments, flagging any discrepancies for review using AI-driven anomaly detection. This significantly reduces manual effort and speeds up your financial close.

AI Capabilities FAQs

▸ What role does AI play in enhancing Dynamics NAV and Sage Pay integrations?
AI augments the integration in several ways: it provides intelligent suggestions for data mapping between disparate fields, validates incoming payment data to prevent errors, detects anomalies in transaction patterns (e.g., potential fraud or reconciliation issues), and can even suggest automated resolutions for common errors. This leads to higher data quality, reduced manual intervention, and proactive risk management.

Security & Compliance FAQs

▸ Is this Dynamics NAV and Sage Pay integration PCI DSS compliant?
Yes, Sage Pay (Opayo) is a PCI DSS Level 1 compliant service provider. Our integration solution strictly adheres to PCI DSS best practices by utilizing Opayo's tokenization services and hosted payment pages. This ensures that sensitive cardholder data never touches your Dynamics NAV system or the iPaaS directly, significantly minimizing your PCI scope and ensuring secure payment processing.

Customization FAQs

▸ Can I customize the payment workflows to fit my specific business processes?
Absolutely. Our modern iPaaS platform offers low-code/no-code workflow builders with a visual drag-and-drop interface. This empowers business users and analysts to easily customize existing integration flows, add conditional logic, define specific business rules (e.g., for GL account determination), and connect to additional systems, all without requiring extensive coding. AI can even assist in generating or refining these customizations.

Error Handling FAQs

▸ How does the integration handle errors or failed transactions?
The iPaaS implements a robust, multi-tiered error handling strategy. This includes detailed logging, automated retries with exponential back-off for transient errors, and a dead-letter queue for persistent or critical failures. Automated alerts notify relevant teams, and AI can help analyze error patterns for faster resolution or even suggest automated remediation steps, ensuring data integrity and minimal disruption.

Data Synchronization FAQs

▸ What specific data entities are synchronized between Dynamics NAV and Sage Pay?
Key entities synchronized include: Sage Pay `Payment Transactions` (authorizations, captures, refunds) mapped to Dynamics NAV `Payment (Cash Receipt Journal)` entries and `Sales Invoices`. `Customer` records are synchronized for consistent master data. `Sales Orders` from connected eCommerce platforms are processed via Sage Pay and then created in Dynamics NAV. `Settlement Batch` data from Sage Pay is used for `General Ledger` reconciliation.

Technical FAQs

▸ How does the iPaaS manage the technical differences between Dynamics NAV's Web Services and Sage Pay's APIs?
The iPaaS acts as a universal translator. It uses dedicated connectors for each system, abstracting away their underlying technical complexities. For Dynamics NAV, it handles OData/SOAP Web Service authentication and data structures. For Sage Pay, it manages RESTful API calls, JSON payloads, and webhook consumption. This allows for seamless data flow and workflow orchestration without requiring deep expertise in each system's specific API nuances.

Business Benefits FAQs

▸ What are the primary benefits for mid-market businesses using this integration?
Mid-market businesses gain significant advantages, including: accelerated cash flow through automated order-to-cash, reduced operational costs by eliminating manual reconciliation, enhanced financial accuracy and reduced risk of errors, improved customer satisfaction with seamless payment experiences, and greater agility in adapting financial workflows without heavy IT investment, thanks to low-code and AI.
Pricing

Simple, transparent pricing for Dynamics NAV + 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 NAV + 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