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Unify First Data Payments with Microsoft Dynamics AX for Flawless Financial Operations

Automate your entire order-to-cash cycle, streamline reconciliation, and enhance fraud detection by integrating First Data with Dynamics AX via a powerful, AI-driven iPaaS.

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The Challenge

The Disconnect Between Payments and Your ERP: A Costly Reality

Many businesses struggle with a fragmented payment ecosystem, where First Data transactions remain siloed from their core Microsoft Dynamics AX ERP. This leads to manual data entry, reconciliation nightmares, delayed financial reporting, and increased risk of errors and fraud.

  • Manual entry of payment transactions into Dynamics AX is time-consuming and error-prone.
  • Delayed or inaccurate financial reconciliation of First Data settlements with the General Ledger.
  • Lack of real-time visibility into cash flow and order payment statuses.
  • Inefficient handling of refunds and chargebacks, impacting customer satisfaction and financial health.
  • Challenges in maintaining PCI DSS compliance across disparate systems.
  • Limited ability to detect and prevent fraud with siloed transaction data.
  • Inconsistent customer and order data between payment systems and ERP.
  • Difficulty scaling payment processing with business growth due to manual bottlenecks.
Integration Diagram
Solution Illustration
The Solution

The Intelligent iPaaS Solution for First Data & Microsoft Dynamics AX

Our iPaaS provides a sophisticated, low-code platform to seamlessly connect First Data with Microsoft Dynamics AX, transforming your payment processing and financial management. We orchestrate an end-to-end data flow, ensuring accuracy, compliance, and real-time visibility across your enterprise.

  • Pre-built Connectors for First Data & Dynamics AX
  • Visual Drag-and-Drop Workflow Builder
  • Real-time Event-Driven Processing
  • Advanced Data Mapping & Transformation Engine
  • Centralized Error Handling & Alerting
Implementation Timeline

Go live with First Data + Microsoft Dynamics AX 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 Microsoft Dynamics AX, 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 + Microsoft Dynamics AX 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 for First Data & Dynamics AX
  • Visual Drag-and-Drop Workflow Builder
  • Real-time Event-Driven Processing
  • Advanced Data Mapping & Transformation Engine
  • Centralized Error Handling & Alerting
  • Robust Security & PCI DSS Compliance Features
  • AI-Powered Automation & Anomaly Detection
  • Scalable Cloud-Native Architecture

First Data & Dynamics AX Integration: Technical Deep Dive

Our iPaaS provides a robust, secure, and scalable framework for integrating First Data and Microsoft Dynamics AX. Leveraging the strengths of both platforms, we enable comprehensive data exchange and workflow automation.

Data Flow Steps

Secure Authentication: Establish secure connections to First Data (OAuth 2.0, API keys with HMAC) and Dynamics AX (Windows Integrated, User/Pass, service accounts with least privilege).

Event Listener/Polling: Configure iPaaS to listen for First Data webhooks (e.g., transaction status updates, chargebacks) for real-time events, and/or poll First Data APIs for batch data like daily settlement reports.

Data Extraction: Extract relevant data entities (e.g., Transaction, Settlement Report, Refund, Chargeback) from First Data payloads.

Canonical Data Model: Map extracted First Data data to a standardized, canonical format within the iPaaS for consistency.

Data Transformation & Enrichment: Apply business logic and transformation rules (e.g., currency conversion, GL account mapping, financial dimension assignment) to align data with Dynamics AX's schema. AI assists in suggesting optimal transformations.

Data Validation: Validate data against Dynamics AX business rules and data types before submission to prevent errors.

Dynamics AX Ingestion: Utilize appropriate Dynamics AX integration methods (AIF/Web Services for real-time transactions, DIXF for batch imports, custom OData/SQL for specific needs) to create or update entities like Sales Orders, Payments, Invoices, and GL Journals.

Error Handling & Retries: Implement intelligent retry mechanisms for transient errors and route persistent errors to dead-letter queues with notifications for manual intervention.

Status Updates: Update corresponding records in source systems (e.g., eCommerce platform, CRM) with payment statuses from First Data or AX.

Data Touchpoints

First Data: Transaction, Payment Method, Customer (vault), Order (reference), Settlement Report, Refund, Chargeback, Merchant Account
Microsoft Dynamics AX: Sales Order, Customer, Invoice (Customer), Payment, General Ledger Journal, Financial Dimensions, Inventory Item

"The integration architecture features an iPaaS as the central orchestration layer. First Data, acting as the payment source, sends real-time transaction events via webhooks or is polled for batch settlement reports. The iPaaS ingests this data, applies transformations and validation, and then pushes it into Microsoft Dynamics AX via AIF/Web Services to update or create Sales Orders, Payments, Invoices, and General Ledger Journals. Conversely, refund requests or order details might originate from AX/CRM and flow through the iPaaS to First Data for processing."

Pricing

Simple, transparent pricing for First Data + Microsoft Dynamics AX.

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 Mapping between First Data and Dynamics AX

Our iPaaS provides a visual canvas for mapping critical business entities between First Data and Microsoft Dynamics AX, ensuring data integrity and consistency. AI assists in suggesting mappings and validating transformations.

Transaction (First Data) <-> Payment (Dynamics AX)

The core financial event from First Data needs to be accurately represented as a payment record in Dynamics AX, linked to the corresponding customer and invoice/sales order.

First Data Fields

transactionId orderId amount currency transactionType status timestamp paymentMethodToken merchantId processorResponse

Microsoft Dynamics AX Fields

PaymentId CustAccount Amount Currency PaymentDate PaymentMethod BankTransType InvoiceId (applied to)

Mapping Notes

'transactionId' maps to a custom field or 'PaymentId' reference in AX. 'orderId' is critical for linking to 'SalesId' or 'InvoiceId' in AX. 'transactionType' (e.g., 'capture', 'refund') determines AX action (payment application vs. credit memo). 'paymentMethodToken' should not be stored in AX directly for PCI compliance, but a reference to the payment method type is useful.

Next Steps

See First Data + Microsoft Dynamics AX 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-Payment-to-ERP Sync

Automate the complete lifecycle of an eCommerce order, from payment authorization by First Data to sales order creation, inventory update, and invoice generation in Dynamics AX, ensuring real-time inventory and financial accuracy.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 First Data processes payment (authorization/capture).
  3. 2 iPaaS captures First Data transaction event (webhook).
  4. 3 Sales Order created in Dynamics AX with payment details and status.
  5. 4 Inventory levels updated in Dynamics AX post-order creation.
  6. 5 Fulfillment triggered from AX, invoice generated post-shipment.
  7. 6 Payment applied to invoice in AX upon successful capture.

Business Outcome

Accelerated order processing, real-time inventory accuracy, faster cash application, and reduced manual data entry for sales and finance teams.

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 application to invoices in Dynamics AX, significantly reducing the time from order placement to cash realization.
Enhanced Financial Accuracy
Eliminate manual data entry errors and ensure precise reconciliation of First Data settlements with your Dynamics AX General Ledger.
Reduced Manual Effort & Costs
Automate repetitive tasks like payment posting, refund processing, and settlement reconciliation, freeing up finance teams for strategic work.
Improved PCI Compliance & Security
Leverage First Data's tokenization and our iPaaS's secure data handling to minimize PCI scope and protect sensitive cardholder data.
Real-time Financial Visibility
Gain immediate insights into payment statuses, cash positions, and transaction trends across your entire business.
Proactive Fraud & Chargeback Management
Utilize AI-augmented detection and automated workflows to mitigate fraud and efficiently manage chargeback disputes.
Scalable & Future-Proof Operations
Build a flexible integration foundation that easily adapts to growing transaction volumes and evolving business requirements without custom code.
✨

Accelerated Order-to-Cash Cycle

30% Faster Cash Flow

📋 What You Get

Automate payment application to invoices in Dynamics AX, significantly reducing the time from order placement to cash realization.

💼 Business Impact

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

Implementation Timeline

Go live with First Data + Microsoft Dynamics AX 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 Microsoft Dynamics AX, 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 + Microsoft Dynamics AX 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 (PCI compliance).
POST /v1/payments/authorization Authorize a payment amount against a tokenized card.
POST /v1/payments/capture Capture previously authorized funds for a transaction.
POST /v1/payments/refund Process a full or partial refund for a captured transaction.
POST /v1/payments/void Cancel an authorized but not yet captured transaction.
GET /v1/settlements/daily Retrieve daily settlement reports for reconciliation.
GET /v1/payments/status/{transactionId} Query the current status of a specific transaction.
GET /v1/chargebacks Retrieve active chargeback notifications.

⚡ Transformation Logic

  • First Data 'amount' to Dynamics AX 'Amount' (decimal conversion).
  • First Data 'currency' to Dynamics AX 'Currency' (ISO code mapping).
  • First Data 'transactionType' to Dynamics AX 'PaymentMethod' or 'BankTransType' and trigger for specific AX journal types (e.g., 'capture' -> customer payment, 'refund' -> credit memo).
  • First Data 'orderId' to Dynamics AX 'SalesId' or external reference field for linking payment to order/invoice.
  • First Data 'merchantId' to Dynamics AX 'Legal Entity' and 'Financial Dimensions' for multi-company setups.
  • Aggregation of 'totalSalesAmount', 'totalRefundAmount', 'totalFees' from First Data Settlement Report into distinct GL Journal Lines in AX with corresponding debit/credit entries.

🛡️ Error Handling

  • First Data API rate limit exceeded (handled by iPaaS queuing/retries).
  • Invalid credit card details (First Data rejects, iPaaS logs and alerts).
  • Dynamics AX AIF service unavailable (iPaaS retries, alerts after max attempts).
  • Missing mandatory fields for AX Sales Order creation (iPaaS flags as data validation error).
  • Mismatched 'orderId' preventing payment application to AX invoice (iPaaS logs, moves to dead-letter for manual link).
  • First Data settlement report contains unexpected data format (iPaaS alerts, requires mapping adjustment).
Pricing

Simple, transparent pricing for First Data + Microsoft Dynamics AX.

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 an enterprise integration strategy with Dynamics AX?
First Data (now Fiserv) acts as the critical payment processing and merchant services platform. In an integration strategy with Dynamics AX, it serves as the authoritative source for transactional payment data, enabling secure payment acceptance, processing, and settlement. The integration then pushes this data into Dynamics AX for accounting, reconciliation, and order fulfillment processes, providing a holistic view of financial operations.

iPaaS Benefits FAQs

▸ How can iPaaS enhance my existing First Data and Dynamics AX integrations?
An iPaaS modernizes these integrations by offering API-first connectivity, low-code/no-code workflow automation, and centralized orchestration. It enables real-time data synchronization, reduces manual effort, improves data quality, and provides a scalable, resilient framework for connecting First Data with Dynamics AX, far beyond what traditional point-to-point integrations can achieve. It also introduces AI for advanced automation and insights.
▸ How does low-code/no-code benefit First Data and Dynamics AX workflow automation?
Low-code/no-code tools empower business users (e.g., finance, operations) to design and modify First Data integration workflows with Dynamics AX visually, without needing extensive coding knowledge. This accelerates development cycles, increases business agility, reduces the IT bottleneck for common tasks like refund processing or data synchronization, and allows for quicker adaptation to changing business needs.

Technical FAQs

▸ Is First Data compatible with event-driven architectures for Dynamics AX?
Yes, First Data's modern APIs and webhook capabilities make it highly compatible with event-driven architectures. By leveraging webhooks for events like transaction authorizations, captures, or chargebacks, the iPaaS can trigger immediate downstream workflows in Dynamics AX, enabling real-time responses and proactive financial management, rather than relying solely on batch processes.

Security & Compliance FAQs

▸ What are the key security considerations when integrating First Data with Dynamics AX?
Security is paramount. Key considerations include strict adherence to PCI DSS compliance (especially using First Data's tokenization 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. For Dynamics AX, granular access controls for service accounts are essential.

Financial Operations FAQs

▸ Can I automate financial reconciliation with First Data and Dynamics AX using iPaaS?
Absolutely. iPaaS can fully automate daily settlement reconciliation by retrieving First Data's settlement reports, matching individual transactions or aggregated amounts against your Dynamics AX sales orders/invoices, generating journal entries, and automatically flagging discrepancies for review. This significantly reduces manual effort and accelerates your financial close process.

AI Integration FAQs

▸ What kind of AI enhancements are possible for First Data and Dynamics AX integrations?
AI can augment these 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.

Data Management FAQs

▸ How can I ensure data consistency between First Data and my Dynamics AX ERP?
Ensure data consistency by establishing a canonical data model for key entities (e.g., Transaction, Customer, Order) within your iPaaS. Utilize robust data mapping and transformation capabilities to harmonize data formats, and implement validation rules before data is synchronized between First Data and Dynamics AX. Bi-directional synchronization with conflict resolution logic is also critical for master data.
Implementation Timeline

Go live with First Data + Microsoft Dynamics AX 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 Microsoft Dynamics AX, 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 + Microsoft Dynamics AX 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 + Microsoft Dynamics AX.

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 + Microsoft Dynamics AX 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