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Unlock Real-time Financial Automation: First Data & Infor Integration

Seamlessly connect your payment processing with ERP to accelerate Order-to-Cash, automate reconciliation, and gain a 360-degree financial view, powered by an intelligent iPaaS.

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The Challenge

The Disconnected Payment-to-ERP Challenge

Without a robust integration, managing payment transactions from First Data within your Infor ERP leads to significant operational inefficiencies, data discrepancies, and financial risks. Manual processes hinder growth and divert valuable resources.

  • Delayed cash application and order fulfillment due to manual payment data entry into Infor.
  • Inaccurate financial reconciliation stemming from disparate First Data settlement reports and Infor GL entries.
  • Increased risk of fraud and chargebacks without real-time transaction monitoring and response.
  • Lack of a unified view of customer payment history across sales, finance, and customer service.
  • Resource-intensive manual processes for refunds, voids, and dispute management.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Connecting First Data Payments to Infor ERP

Our iPaaS-powered solution provides a robust, real-time bridge between First Data and Infor, automating every step from payment capture to financial reconciliation. Leverage low-code tools and AI to build resilient, scalable financial workflows that propel your business forward.

  • Real-time Payment Transaction Synchronization
  • Automated Daily Settlement Reconciliation
  • Streamlined Refund & Chargeback Workflows
  • Comprehensive Customer & Order Data Sync
  • AI-Augmented Fraud Detection & Anomaly Alerting
Implementation Timeline

Go live with First Data + Infor 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 First Data and Infor, 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 First Data + Infor 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 Transaction Synchronization
  • Automated Daily Settlement Reconciliation
  • Streamlined Refund & Chargeback Workflows
  • Comprehensive Customer & Order Data Sync
  • AI-Augmented Fraud Detection & Anomaly Alerting
  • Secure & PCI DSS Compliant Data Handling

Deep Dive into First Data & Infor Integration Flow

Our integration solution provides a robust, secure, and scalable framework for connecting First Data and Infor, ensuring seamless data exchange and automated workflows across your financial ecosystem.

Data Flow Steps

1. Establish Secure Connectivity: Configure OAuth 2.0 or API key-based authentication for both First Data and Infor within the iPaaS secrets manager, ensuring least privilege access and secure credential rotation.

2. Define Canonical Data Models: Create standardized data schemas for core entities like 'Customer', 'Order/Sales Order', 'Payment Transaction', and 'Invoice' within the iPaaS to ensure consistency.

3. Configure Event Listeners (Webhooks/Polling): Set up webhooks for First Data (e.g., transaction status updates, chargebacks) to enable real-time event-driven processing. Implement efficient polling for batch data like daily settlement reports.

4. Design Data Mapping & Transformations: Utilize the iPaaS's visual mapping canvas to precisely map fields between First Data and Infor entities. Incorporate transformation logic for currency conversion, data enrichment, and format adjustments. AI can assist in suggesting these mappings.

5. Implement Business Logic & Validation: Embed conditional logic (e.g., if payment status is 'captured', then create 'Payment Transaction' in Infor) and data validation rules to maintain data quality and prevent errors.

6. Orchestrate Workflows: Create multi-step workflows in the iPaaS to handle end-to-end processes like 'Order-to-Cash', 'Reconciliation', and 'Refund Processing', invoking relevant First Data and Infor APIs.

7. Establish Robust Error Handling & Retries: Configure intelligent retry policies with exponential backoff for transient API errors. Implement dead-letter queues for persistent failures and set up real-time alerts for critical issues.

8. Deploy & Monitor: Promote integration flows from Dev/QA to Production environments using built-in CI/CD pipelines. Monitor performance, API calls, and data flow health through centralized dashboards.

Data Touchpoints

First Data: /v1/payments/authorization, /v1/payments/capture, /v1/payments/refund, /v1/settlements/daily, /v1/chargebacks
Infor: /infor/api/v1/salesorders, /infor/api/v1/invoices, /infor/api/v1/customers, /infor/api/v1/gl/journalentries, /infor/api/v1/inventory/{item_id}

"First Data (Payment Event) -> iPaaS (Webhook/API, Transform, Validate, Orchestrate) -> Infor (Create/Update Sales Order, Payment Transaction, Invoice, GL Entry) --(Daily Sync)--> First Data (Settlement Report) -> iPaaS (Reconcile, Alert) -> Infor (GL Journal Entry, Discrepancy Flag)"

Pricing

Simple, transparent pricing for First Data + Infor.

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 First Data

Integrating First Data 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 data consistency and accuracy by precisely mapping critical entities between First Data and Infor. Our iPaaS provides visual tools and AI assistance to streamline this complex process.

Payment Transaction / Transaction

Represents the core financial event. First Data's 'Transaction' details payment processing, while Infor's 'Payment Transaction' records the application of funds.

First Data Fields

transactionId orderId amount currency transactionType status timestamp paymentMethodToken processorResponse

Infor Fields

TransactionID InvoiceID PaymentDate PaymentMethod Amount Currency ProcessorReference Status CustomerID

Mapping Notes

The 'transactionId' from First Data maps to 'ProcessorReference' or a custom field in Infor's 'Payment Transaction'. 'orderId' from First Data links to Infor's 'Sales Order' and subsequently 'InvoiceID'. 'amount', 'currency', 'status' need direct mapping. 'paymentMethodToken' should not be stored in Infor directly due to PCI.

Next Steps

See First Data + Infor 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 (O2C) Automation

Automate the entire O2C process from an eCommerce platform through First Data payment capture and into Infor for sales order creation, fulfillment, invoicing, and cash application.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 First Data processes payment authorization and capture.
  3. 2 iPaaS receives First Data transaction event (webhook).
  4. 3 iPaaS creates/updates 'Sales Order' and 'Payment Transaction' in Infor.
  5. 4 Infor triggers fulfillment and generates 'Invoice'.
  6. 5 Payment is automatically applied to the 'Invoice' in Infor.
  7. 6 Order status updated in eCommerce and CRM.

Business Outcome

Accelerated order processing, real-time inventory updates, faster revenue recognition, and improved customer satisfaction.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerated Order-to-Cash Cycle
Automate payment capture, invoicing, and cash application, significantly reducing the time from order placement to revenue realization.
Enhanced Financial Accuracy & Reconciliation
Ensure every First Data transaction and settlement report is accurately reflected in Infor's General Ledger, minimizing manual errors and discrepancies.
Reduced Fraud & Chargeback Risk
Leverage AI-augmented fraud detection on First Data transactions and automate chargeback dispute management workflows in Infor.
Boosted Operational Efficiency
Eliminate manual data entry and reconciliation tasks, freeing up finance teams for strategic analysis and higher-value activities.
Real-time Financial Visibility
Gain immediate insights into payment statuses, cash flow, and financial health by synchronizing First Data data with Infor in real time.
PCI DSS Compliance & Security
Maintain strict security standards with tokenized card data, encrypted communication, and robust access controls across your payment workflows.
✨

Accelerated Order-to-Cash Cycle

30% Faster Cash Application

📋 What You Get

Automate payment capture, invoicing, and cash application, significantly reducing the time from order placement to revenue realization.

💼 Business Impact

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

Implementation Timeline

Go live with First Data + Infor 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 First Data and Infor, 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 First Data + Infor 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 /v1/payments/token Securely tokenize card data.
POST /v1/payments/authorization Authorize funds.
POST /v1/payments/capture Capture authorized funds.
POST /v1/payments/refund Process full/partial refunds.
POST /v1/payments/void Cancel an authorization.
GET /v1/settlements/daily Retrieve daily settlement reports.
GET /v1/payments/status/{transactionId} Query transaction status.
GET /v1/chargebacks Retrieve chargeback notifications.

⚡ Transformation Logic

  • Amount Normalization: Ensure 'amount' fields are consistently handled (e.g., cents to dollars, decimal precision) across systems.
  • Status Mapping: Translate First Data-specific transaction statuses (e.g., 'APPROVED', 'DECLINED', 'SETTLED') into Infor's 'Payment Transaction' statuses (e.g., 'Paid', 'Failed', 'Reconciled').
  • Date/Time Formatting: Convert timestamps from First Data into Infor's required date-time formats.
  • GL Account Derivation: Dynamically assign 'General Ledger Accounts' for settlement components (sales, fees, refunds) based on 'Merchant Account', 'Product Category', or 'Transaction Type' using lookup tables or AI-driven rules.
  • Address Parsing: Standardize billing and shipping addresses for Infor's structured address fields.

🛡️ Error Handling

  • First Data API is down: iPaaS retries with exponential backoff; if persistent, alerts ops and queues messages.
  • Infor API returns validation error (e.g., invalid 'CustomerID'): iPaaS logs error, quarantines message to dead-letter queue, alerts finance.
  • Network interruption between iPaaS and First Data: iPaaS retries connection; if prolonged, pauses polling/webhooks and alerts.
  • Data transformation failure (e.g., unexpected data type): iPaaS logs error, quarantines message, alerts integration team.
  • Duplicate transaction attempt: Idempotent API calls prevent creation; iPaaS logs and reports as non-error.
Pricing

Simple, transparent pricing for First Data + Infor.

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 First Data's primary role in this integration with Infor?
First Data (now Fiserv) acts as the critical payment processing and merchant services platform. In this integration, it is the authoritative source for transactional payment data, enabling secure payment acceptance, processing, and settlement, which then needs to be integrated with Infor ERP for a holistic view of financial operations, cash application, and GL posting.

iPaaS Benefits FAQs

▸ How does an iPaaS enhance First Data to Infor integration?
An iPaaS modernizes and centralizes the integration by offering API-first connectivity, low-code/no-code workflow automation, and centralized orchestration. This enables real-time data synchronization, reduces manual effort, improves data quality, and provides a scalable, resilient framework for connecting First Data with Infor, far beyond what traditional point-to-point integrations can achieve.

Workflows FAQs

▸ Can I automate financial reconciliation with First Data and Infor using an iPaaS?
Absolutely. An iPaaS can automate daily settlement reconciliation by retrieving First Data's settlement reports, matching transactions against Infor's sales orders/invoices, generating journal entries in Infor's General Ledger, and flagging discrepancies for review. This significantly reduces manual effort and accelerates your financial close process.

Security FAQs

▸ What are the key security considerations when integrating First Data with Infor?
Security is paramount. Key considerations include strict adherence to PCI DSS compliance (especially for First Data), utilizing First Data's tokenization services to avoid storing raw card data, implementing end-to-end encryption (TLS 1.2+) for all data in transit, securing API keys with least privilege access, and regularly auditing integration flows for vulnerabilities. Both systems support robust authentication like OAuth 2.0.

Low-Code FAQs

▸ How does low-code/no-code benefit First Data and Infor workflow automation?
Low-code/no-code tools empower business users (e.g., finance, operations) to design and modify First Data-Infor integration workflows visually, without needing extensive coding knowledge. This accelerates development cycles, increases business agility, and reduces the IT bottleneck for common tasks like refund processing, order status updates, or data synchronization.

AI Features FAQs

▸ What kind of AI enhancements are possible for First Data and Infor integrations?
AI can augment First Data-Infor integrations by enabling real-time anomaly detection for fraud prevention, intelligent mapping suggestions for complex data transformations, automated exception handling for reconciliation discrepancies, and predictive analytics for cash flow forecasting based on payment trends. This moves beyond basic automation to intelligent, proactive operations.

Performance FAQs

▸ How do I handle First Data and Infor API rate limits in my integrations?
To manage API rate limits from both First Data and Infor, your iPaaS should implement strategies such as intelligent queuing for asynchronous requests, exponential backoff for retries, and batching non-time-sensitive operations. Monitoring rate limit headers in API responses allows for dynamic adjustment of request volumes to prevent exceeding limits and ensure continuous data flow.

Business Value FAQs

▸ How does this integration improve the order-to-cash cycle?
Integrating First Data with Infor significantly improves the order-to-cash cycle by automating payment authorizations, captures, and subsequent posting to Infor's General Ledger and cash application. This reduces manual intervention, accelerates cash flow, minimizes errors, and provides real-time visibility into payment and order statuses, leading to faster revenue recognition.
Implementation Timeline

Go live with First Data + Infor 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 First Data and Infor, 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 First Data + Infor 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 First Data + Infor.

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 First Data + Infor 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