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Unlock Real-time Financial Agility: First Data to Microsoft Dynamics GP Integration

Automate your entire order-to-cash cycle, streamline payment reconciliation, and gain unparalleled financial visibility with a secure, intelligent iPaaS solution.

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The Challenge

The Challenge of Disconnected Payments & ERP

Managing payment processing through First Data and accounting in Microsoft Dynamics GP as separate silos creates significant operational hurdles, leading to manual errors, delayed financial closes, and limited visibility into crucial business data.

  • Manual reconciliation of First Data settlements in Dynamics GP consumes countless hours and is prone to human error.
  • Delayed posting of payments to Dynamics GP impacts cash flow accuracy and Days Sales Outstanding (DSO).
  • Lack of real-time visibility into transaction statuses (authorizations, captures, refunds) across systems.
  • Inefficient handling of refunds and chargebacks, leading to customer dissatisfaction and financial risk.
  • Data inconsistencies between payment records and financial ledgers hinder accurate reporting and decision-making.
  • Security and PCI DSS compliance concerns when handling sensitive payment data across disparate systems.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: First Data + Microsoft Dynamics GP

Our iPaaS solution provides a robust, low-code platform to seamlessly connect First Data with Microsoft Dynamics GP, automating critical payment and financial workflows. Experience real-time data synchronization, intelligent automation, and complete control over your financial operations.

  • Pre-built, configurable connectors for First Data and Microsoft Dynamics GP.
  • Real-time, event-driven payment transaction synchronization.
  • Automated daily settlement report retrieval and GL posting.
  • Streamlined refund and chargeback management workflows.
  • Bi-directional synchronization of customer and order data.
Implementation Timeline

Go live with First Data + Microsoft Dynamics GP 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 GP, 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 GP 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, configurable connectors for First Data and Microsoft Dynamics GP.
  • Real-time, event-driven payment transaction synchronization.
  • Automated daily settlement report retrieval and GL posting.
  • Streamlined refund and chargeback management workflows.
  • Bi-directional synchronization of customer and order data.
  • Centralized monitoring and comprehensive error handling.
  • PCI DSS compliant data security and tokenization.

Technical Integration: First Data & Microsoft Dynamics GP

Our iPaaS solution provides a robust technical framework for connecting First Data and Dynamics GP, leveraging their respective APIs and integration points to ensure secure, efficient, and reliable data exchange.

Data Flow Steps

1. Connectors & Authentication: Establish secure connections to First Data (via REST APIs, OAuth 2.0 or API Keys/HMAC) and Microsoft Dynamics GP (via eConnect or Web Services, typically with Windows Authentication wrapped by service accounts).

2. Event Listeners & Polling: Configure event listeners (webhooks for First Data for real-time transactions/chargebacks) and/or scheduled polling (for First Data settlement reports, or Dynamics GP data lists).

3. Data Mapping & Transformation: Utilize a visual mapping canvas to define how data elements from First Data's JSON payloads map to Dynamics GP's XML/object structures (e.g., Transaction to Receivables Transaction, Settlement to Journal Entry). Apply transformation logic (e.g., currency conversion, data enrichment).

4. Workflow Orchestration: Design low-code workflows that define the sequence of operations: fetch payment, create customer if new, create sales order, apply payment, update order status, process refunds, post settlements.

5. Error Handling & Retries: Implement intelligent retry mechanisms for transient API errors, dead-letter queues for persistent failures, and comprehensive alerting for business logic exceptions.

6. Deployment & Monitoring: Deploy integration flows to production environments via CI/CD pipelines. Monitor performance, data volumes, and error rates through centralized dashboards.

Data Touchpoints

First Data: Transaction (Auth, Capture, Refund, Void), Payment Method, Customer, Order (reference), Settlement Report, Chargeback, Merchant Account.
Microsoft Dynamics GP: Customer, Sales Order, Invoice, Payment (Cash Receipt), General Ledger Account, Journal Entry, Receivables Transaction.

"A central iPaaS platform acts as the integration hub. On the left, First Data feeds real-time Transaction, Refund, and Chargeback events (via webhooks/APIs) and daily Settlement Reports (via API) into the iPaaS. On the right, Microsoft Dynamics GP receives Sales Orders, Customer updates, Receivables Transactions (payments), and General Journal Entries (settlements, adjustments) from the iPaaS via eConnect/Web Services. The iPaaS also pushes status updates back to source systems (e.g., eCommerce) and triggers alerts."

Pricing

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

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

Seamless data flow relies on accurate and intelligent mapping of core business entities between First Data and Microsoft Dynamics GP. Our iPaaS provides the tools and AI assistance to ensure precision.

Transaction / Payment

The financial event processed by First Data, translated into a payment (Cash Receipt) or applied transaction in Dynamics GP.

First Data Fields

transactionId (string) orderId (string) amount (decimal) currency (string) transactionType (enum: Auth, Capture, Refund, Void) status (enum: Approved, Declined, Settled) timestamp (datetime) paymentMethodToken (string) processorResponse (string)

Microsoft Dynamics GP Fields

DOCNUMBR (string - Payment document number) DOCAMNT (decimal - Amount) CUSTNMBR (string - Customer ID) CHEKBKID (string - Checkbook ID) APPLIEDAMT (decimal - Applied amount) PaymentMethod (string) GLPOSTEDDATE (datetime)

Mapping Notes

First Data's 'transactionId' is crucial for cross-referencing in Dynamics GP. 'transactionType' dictates the GP transaction type (Cash Receipt, Credit Memo). Tokenized 'paymentMethodToken' is stored securely, never raw card data. AI helps map 'transactionType' to corresponding GP transaction entry points.

Next Steps

See First Data + Microsoft Dynamics GP 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

Orchestrates the flow of an eCommerce order from creation through payment processing by First Data, and then into Microsoft Dynamics GP for fulfillment and accounting. This ensures real-time inventory updates and financial accuracy.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce, order created.
  2. 1 iPaaS triggers payment authorization/capture via First Data API.
  3. 2 First Data processes payment, returns transaction details.
  4. 3 iPaaS creates Sales Order in Dynamics GP via eConnect, referencing First Data transaction ID.
  5. 4 Payment applied to Sales Order/Invoice in Dynamics GP.
  6. 5 Order status updated in eCommerce system (e.g., 'Payment Captured', 'Processing').

Business Outcome

Streamlined order fulfillment, immediate cash flow recognition, accurate inventory levels, and reduced manual order entry.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Cash Flow & Financial Close
Automate payment application and daily settlement reconciliation, drastically reducing Days Sales Outstanding (DSO) and speeding up your monthly financial close process in Dynamics GP.
Enhanced Data Accuracy & Compliance
Eliminate manual data entry errors, ensure consistent transactional data between First Data and Dynamics GP, and maintain strict PCI DSS compliance for all payment-related information.
Real-time Visibility & Control
Gain immediate insights into payment statuses, order-to-cash cycles, and financial health with synchronized data, empowering proactive decision-making and better financial management.
Reduced Fraud & Chargeback Exposure
Leverage AI-augmented fraud detection on First Data transactions and automate chargeback notification workflows to minimize losses and streamline dispute resolution.
Increased Operational Efficiency
Free up finance and operations teams from repetitive, manual tasks, allowing them to focus on strategic analysis and higher-value activities.
Agile & Future-Proof Infrastructure
A low-code, API-first iPaaS provides the flexibility to adapt to evolving payment methods, business rules, and system changes without extensive custom coding.
✨

Accelerated Cash Flow & Financial Close

80% Reduction in reconciliation time

📋 What You Get

Automate payment application and daily settlement reconciliation, drastically reducing Days Sales Outstanding (DSO) and speeding up your monthly financial close process in Dynamics GP.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in reconciliation time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with First Data + Microsoft Dynamics GP 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 GP, 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 GP 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 to reduce PCI scope for subsequent transactions.
POST /v1/payments/authorization Authorize a payment amount against a tokenized card, holding funds.
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 (often supplemented by webhooks).

⚡ Transformation Logic

  • First Data 'transactionType' values (e.g., 'Capture', 'Refund') are mapped to specific Dynamics GP 'Receivables Transaction Types' (e.g., 'Cash Receipt', 'Credit Memo').
  • First Data 'amount' and 'currency' are mapped to Dynamics GP 'DOCAMNT' and reconciled with order totals.
  • First Data 'settlementDate', 'totalSalesAmount', 'totalRefundAmount', 'totalFees', and 'netDepositAmount' are transformed into corresponding debit and credit line items for Dynamics GP 'GeneralJournal' entries.
  • Customer billing address fields from First Data are mapped and normalized to Dynamics GP 'Customer' address fields.
  • Custom fields or attributes from First Data transactions can be mapped to Dynamics GP User-Defined Fields (UDFs) on Sales Orders or Payments.

🛡️ Error Handling

  • First Data API returns a 'declined' status: The iPaaS captures the reason, updates the originating eCommerce order status, and logs the event.
  • Dynamics GP eConnect returns a validation error (e.g., 'Customer ID not found'): The iPaaS attempts to create the customer or routes the transaction to an exception queue.
  • Network connectivity failure between iPaaS and First Data/Dynamics GP: Triggers automated retries with exponential backoff.
  • Data format mismatch during mapping: Caught by pre-processing validation rules, logged, and routed for transformation adjustment.
  • Settlement report discrepancy: Triggers an alert to the finance team with details of the variance for manual investigation.
Pricing

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

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?
First Data (now Fiserv) acts as the critical payment processing and merchant services platform. In an enterprise integration, it's the authoritative source for transactional payment data, enabling secure payment acceptance, processing, and settlement, which then needs to be integrated with ERPs like Dynamics GP for a holistic view of financial operations and accounting.

iPaaS Benefits FAQs

▸ How can iPaaS enhance my existing First Data and Dynamics GP integrations?
iPaaS platforms modernize these integrations 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 Dynamics GP and your entire tech stack, far beyond traditional point-to-point integrations.

Workflows FAQs

▸ Can I automate financial reconciliation with First Data using iPaaS and Dynamics GP?
Absolutely. Our iPaaS can fully automate daily settlement reconciliation by retrieving First Data's settlement reports, intelligently matching transactions against your Dynamics GP sales orders/invoices, generating journal entries, 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 Dynamics GP?
Security is paramount. Key considerations include strict adherence to PCI DSS compliance, 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. Dynamics GP connections also require secure service accounts.

Business Value FAQs

▸ How does integration with First Data improve the order-to-cash cycle in Dynamics GP?
Integrating First Data with your order management and Dynamics GP systems significantly improves the order-to-cash cycle by automating payment authorizations, captures, and subsequent posting to the General Ledger. This reduces manual intervention, accelerates cash flow, minimizes errors, and provides real-time visibility into payment statuses, from order creation to cash receipt.

AI Capabilities FAQs

▸ What kind of AI enhancements are possible for First Data and Dynamics GP integrations?
AI can augment these integrations by enabling real-time anomaly detection for fraud prevention, intelligent mapping suggestions for complex data transformations (e.g., GL account determination), 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 API rate limits and Dynamics GP performance in my integrations?
To manage First Data API rate limits, our iPaaS implements intelligent queuing for asynchronous requests, exponential backoff for retries, and batching non-time-sensitive operations. For Dynamics GP, the iPaaS optimizes eConnect calls by batching, throttling, and ensuring the underlying SQL Server is tuned, preventing performance degradation and ensuring system stability.

Deployment FAQs

▸ Can I use an iPaaS for Dynamics GP data migration projects?
Yes, iPaaS platforms are excellent for Dynamics GP data migration. They provide robust data extraction, transformation, and loading (ETL) capabilities, allowing you to map, cleanse, and validate data from legacy systems or external sources before importing it into Dynamics GP, ensuring data quality and reducing migration risks.
Implementation Timeline

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

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 GP 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