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Unify Payments & ERP: First Data + Microsoft Dynamics NAV Integration

Automate financial reconciliation, accelerate order-to-cash, and gain real-time visibility with AI-powered integration for First Data and Dynamics NAV.

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The Challenge

The Disconnect Between Payment Processing & ERP Finance

Many businesses struggle with the inherent friction between their payment processing system (First Data) and their core ERP (Microsoft Dynamics NAV). This disconnect leads to a cascade of operational inefficiencies, financial inaccuracies, and compliance risks.

  • Manual reconciliation of First Data settlement reports with NAV's General Ledger.
  • Delayed or inaccurate posting of payment transactions, impacting cash flow visibility.
  • High risk of human error in data entry, leading to financial discrepancies and audit challenges.
  • Inefficient handling of refunds and chargebacks, causing customer dissatisfaction and financial loss.
  • Difficulty in maintaining PCI DSS compliance due to fragmented data management.
  • Lack of real-time insights into payment performance and potential fraud.
Integration Diagram
Solution Illustration
The Solution

Intelligent Automation: Bridging First Data and Dynamics NAV with iPaaS

Our advanced iPaaS solution seamlessly connects First Data's powerful payment processing with Microsoft Dynamics NAV's comprehensive ERP capabilities. We provide a centralized, secure, and intelligent platform to automate every aspect of your payment-to-finance workflows, ensuring accuracy, efficiency, and real-time insights.

  • Real-time Payment Transaction Synchronization
  • Automated Daily Settlement Reconciliation
  • AI-Powered Anomaly Detection for Fraud & Discrepancies
  • Streamlined Refund & Chargeback Workflow Automation
  • Tokenized Payment Method Management for PCI Compliance
Implementation Timeline

Go live with First Data + Microsoft Dynamics NAV 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 NAV, 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 NAV 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
  • AI-Powered Anomaly Detection for Fraud & Discrepancies
  • Streamlined Refund & Chargeback Workflow Automation
  • Tokenized Payment Method Management for PCI Compliance
  • Configurable General Ledger Posting Rules
  • Multi-Merchant Account Support for Complex Organizations

Deep Dive: First Data & Microsoft Dynamics NAV Integration Architecture

Our integration leverages a robust iPaaS to provide a flexible and scalable architecture for connecting First Data and Dynamics NAV. It emphasizes event-driven processes for real-time updates and scheduled synchronization for batch operations like daily settlements, ensuring data integrity and operational efficiency across your financial ecosystem.

Data Flow Steps

Secure Connection: Establish authenticated connections to First Data (OAuth 2.0/API Keys) and Dynamics NAV (OData/SOAP Web Services, AAD for cloud).

Event Listener/Polling: iPaaS continuously monitors First Data for new transactions/events (webhooks) or initiates scheduled polls for settlement reports.

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

Data Transformation: Map and transform First Data data into Dynamics NAV's schema, handling data types, currencies, and status codes. AI-assisted mapping accelerates this.

Business Logic & Validation: Apply pre-defined business rules (e.g., GL account determination, tax logic) and validate data against NAV's requirements.

Data Ingestion: Create or update corresponding records in Dynamics NAV (e.g., General Ledger Entries, Sales Orders, Invoices, Customers, Credit Memos).

Error Handling & Monitoring: Log all transactions, manage retries for transient errors, and alert stakeholders for critical issues. Maintain an immutable audit trail.

Data Touchpoints

First Data Transaction <-> Dynamics NAV G/L Entry / Invoice
First Data Payment Method <-> Dynamics NAV Customer Card
First Data Customer <-> Dynamics NAV Customer
First Data Order ID (reference) <-> Dynamics NAV Sales Order / Invoice
First Data Settlement Report <-> Dynamics NAV G/L Entry (for reconciliation)
First Data Refund <-> Dynamics NAV Sales Credit Memo / G/L Entry
First Data Chargeback <-> Dynamics NAV Custom Chargeback Record / G/L Entry
First Data Merchant Account <-> Dynamics NAV Company / Dimension

"The integration flow begins with First Data processing a payment or generating a report. This event or data is captured by the iPaaS. The iPaaS then transforms the data, applies business logic, and pushes it into Microsoft Dynamics NAV, where it updates relevant financial records, such as General Ledger entries, Sales Orders, or Invoices. For actions like refunds, the flow can originate in NAV, trigger the iPaaS, which then calls First Data's API. Real-time monitoring and AI-driven insights are layered across the entire process."

Pricing

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

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

Core Entities & Field-Level Mappings for First Data & Dynamics NAV

Effective integration hinges on precise mapping of key financial entities. Our iPaaS provides a visual canvas and AI assistance to ensure seamless data flow and consistency between First Data's transactional data and Dynamics NAV's robust accounting framework.

Transaction (First Data) <-> General Ledger Entry / Invoice (NAV)

The fundamental financial event from First Data needs to be accurately reflected in Dynamics NAV's accounting records, often as a G/L Entry or applied payment to an Invoice.

First Data Fields

[field, transactionId],[type, string],[description, Unique ID for the First Data transaction] [field, orderId],[type, string],[description, Reference ID from the originating order] [field, amount],[type, decimal],[description, Transaction amount] [field, currency],[type, string],[description, Currency code (e.g., USD)] [field, transactionType],[type, string],[description, Type: Authorization, Capture, Refund, Void] [field, status],[type, string],[description, Current status (e.g., Approved, Declined, Settled)] [field, timestamp],[type, datetime],[description, Date and time of transaction] [field, paymentMethodToken],[type, string],[description, Tokenized payment instrument ID] [field, merchantId],[type, string],[description, First Data Merchant Account ID] [field, processorResponse],[type, string],[description, Raw response from payment processor]

Microsoft Dynamics NAV Fields

[field, Entry No.],[type, integer],[description, Unique G/L Entry number] [field, G/L Account No.],[type, string],[description, Account where amount is posted] [field, Posting Date],[type, date],[description, Date of the financial entry] [field, Document No.],[type, string],[description, Reference to the source document (e.g., Invoice No.)] [field, Description],[type, string],[description, Description of the transaction] [field, Amount],[type, decimal],[description, Amount of the entry] [field, Customer No.],[type, string],[description, Associated customer] [field, InvoiceId (Custom)],[type, string],[description, Custom field to link to originating invoice] [field, External Transaction ID (Custom)],[type, string],[description, Custom field for First Data transactionId]

Mapping Notes

The First Data `transactionId` maps to a custom 'External Transaction ID' in NAV. `amount` and `currency` map directly. `transactionType` and `status` determine the type of G/L entry or payment application. `orderId` is crucial for linking to NAV Sales Orders/Invoices. AI can suggest GL account based on `transactionType` and `merchantId`.

Next Steps

See First Data + Microsoft Dynamics NAV 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 Dynamics NAV for fulfillment, invoicing, and accounting. This ensures real-time inventory updates and financial accuracy.

Integration Steps:

  1. 0 Customer completes purchase on eCommerce site.
  2. 1 First Data processes payment (authorization & capture).
  3. 2 iPaaS captures First Data transaction details (transactionId, orderId, amount, status).
  4. 3 iPaaS creates/updates Sales Order in Dynamics NAV with payment status.
  5. 4 Payment is automatically applied to the corresponding Invoice in Dynamics NAV.
  6. 5 Inventory levels are updated in NAV upon order fulfillment.

Business Outcome

Seamless order processing, real-time revenue recognition, accurate inventory management, improved 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.

Accelerated Cash Flow & Order-to-Cash
Automate payment application and reconciliation, reducing payment processing delays and significantly speeding up your order-to-cash cycle.
Enhanced Financial Accuracy & Compliance
Eliminate manual data entry errors, ensure precise GL posting, and maintain PCI DSS compliance with tokenized payments and robust audit trails.
Reduced Operational Costs & Manual Effort
Automate daily reconciliation, refund processing, and chargeback management, freeing your finance team from repetitive tasks.
Proactive Fraud & Risk Management
Leverage AI-augmented fraud detection to identify suspicious transactions and automate chargeback notifications for timely dispute resolution.
Real-time Financial Visibility
Gain immediate insights into payment statuses, sales data, and financial health directly within Microsoft Dynamics NAV.
Agile & Scalable Integration
A low-code iPaaS enables rapid adaptation to changing business needs and scales effortlessly to handle high transaction volumes.
✨

Accelerated Cash Flow & Order-to-Cash

25-40% Faster Cash Flow

📋 What You Get

Automate payment application and reconciliation, reducing payment processing delays and significantly speeding up your order-to-cash cycle.

💼 Business Impact

This benefit directly contributes to 25-40% improvement in Faster Cash Flow, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with First Data + Microsoft Dynamics NAV 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 NAV, 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 NAV 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, reducing PCI scope. Essential for recurring payments and card-on-file scenarios.
POST /v1/payments/authorization Authorize a payment amount against a tokenized card, holding funds without immediate capture.
POST /v1/payments/capture Capture previously authorized funds for a transaction, moving funds from the customer's account.
POST /v1/payments/refund Process a full or partial refund for a captured transaction, initiated from NAV or CRM.
POST /v1/payments/void Cancel an authorized but not yet captured transaction, preventing settlement.
GET /v1/settlements/daily Retrieve daily aggregated settlement reports for financial reconciliation in NAV.
GET /v1/payments/status/{transactionId} Query the current status of a specific transaction for real-time updates in NAV.
GET /v1/chargebacks Retrieve active chargeback notifications (often supplemented by webhooks).

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts to NAV's base currency using exchange rates.
  • Status Mapping: Map First Data's `status` values (e.g., 'APPROVED', 'DECLINED', 'SETTLED') to corresponding payment statuses in NAV (e.g., 'Paid', 'Pending', 'Voided').
  • G/L Account Determination: Dynamically assign `G/L Account No.` based on `transactionType`, `merchantId`, `Item` category, or other dimensions.
  • Date Formatting: Convert First Data `timestamp` strings to NAV's `Posting Date` format.
  • Address Parsing: Deconstruct First Data's `billingAddress` object into individual NAV address fields.

🛡️ Error Handling

  • First Data API Downtime: Handled by retry logic with exponential backoff and circuit breakers.
  • Invalid Card Details: First Data declines transaction, status updated in NAV as 'Declined'.
  • Missing Order ID: Transaction flagged, requiring manual linking in NAV or rejection.
  • NAV Web Service Unavailable: Retry mechanism, then alert if persistent.
  • Reconciliation Mismatch: Alert generated, discrepancy details logged for finance review.
Pricing

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

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.

First Data FAQs

▸ What is First Data's primary role in an enterprise integration strategy?
First Data, now part of Fiserv, primarily serves as a critical payment processing and merchant services platform. In an enterprise integration strategy, it acts as the authoritative source for transactional payment data, enabling secure payment acceptance, processing, and settlement, which then needs to be integrated with ERPs like Microsoft Dynamics NAV for a holistic view of financial operations.

iPaaS FAQs

▸ How can iPaaS enhance my existing First Data and Dynamics NAV integrations?
iPaaS platforms modernize integrations by offering API-first connectivity, low-code/no-code workflow automation, and centralized orchestration. This enables real-time data synchronization between First Data and Dynamics NAV, reduces manual effort, improves data quality, and provides a scalable, resilient framework for connecting your entire tech stack, far beyond what traditional point-to-point integrations can achieve.

Dynamics NAV FAQs

▸ Can I automate financial reconciliation with First Data using iPaaS and Dynamics NAV?
Absolutely. iPaaS can fully automate daily settlement reconciliation by retrieving First Data's settlement reports, matching aggregated transactions and fees against your Dynamics NAV sales orders/invoices and G/L entries, 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 NAV?
Security is paramount. Key considerations include strict adherence to PCI DSS compliance (tokenizing sensitive card data via First 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 NAV data privacy (GDPR/CCPA) must also be maintained.

Low-Code FAQs

▸ How does low-code/no-code benefit First Data & Dynamics NAV workflow automation?
Low-code/no-code tools empower business users (e.g., finance, operations) to design and modify First Data-Dynamics NAV 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, G/L mapping, or data synchronization.

AI Integration FAQs

▸ What kind of AI enhancements are possible for First Data and Dynamics NAV 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 financial operations.

Performance FAQs

▸ How do I handle First Data API rate limits in my integrations with Dynamics NAV?
To manage First Data API rate limits, your iPaaS should implement strategies such as intelligent queuing for asynchronous requests, exponential backoff for retries, and batching non-time-sensitive operations. Monitoring API response headers (e.g., X-RateLimit-Remaining) is crucial for dynamic adjustment of request volumes to prevent exceeding limits and ensure smooth data flow to Dynamics NAV.
Implementation Timeline

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

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 NAV 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