Integration Hero
Connect™

Seamlessly Connect First Data Payments to Sage 50 Accounting

Automate your entire payment-to-ledger cycle, eliminate manual errors, and achieve real-time financial accuracy with intelligent integration.

The Challenge

The Challenge of Disconnected Payments & Accounting

Without a robust integration, managing payment transactions from First Data and reconciling them in Sage 50 is a labor-intensive, error-prone process that hinders financial visibility and slows down critical business operations.

  • Manual data entry of payment transactions into Sage 50.
  • Time-consuming daily/monthly reconciliation of First Data settlement reports.
  • Delayed cash flow insights and financial reporting.
  • Increased risk of human errors in GL posting and invoice application.
  • Inefficient handling of refunds and chargebacks.
  • Lack of real-time inventory and order status updates post-payment.
  • Difficulty in maintaining consistent customer records across systems.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: First Data & Sage 50 Automated

Our iPaaS-powered solution seamlessly connects First Data and Sage 50, automating critical financial workflows from payment capture to general ledger posting. Leverage real-time data synchronization, advanced mapping, and AI-driven intelligence to transform your financial operations.

  • Real-time Payment Transaction Synchronization
  • Automated Daily Settlement Reconciliation
  • Streamlined Refund and Chargeback Management
  • Unified Customer and Payment Method Data
  • AI-Enhanced Fraud Detection & Anomaly Alerting
Implementation Timeline

Go live with First Data + Sage 50 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 Sage 50, 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 + Sage 50 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 and Chargeback Management
  • Unified Customer and Payment Method Data
  • AI-Enhanced Fraud Detection & Anomaly Alerting
  • Automated GL Posting for Sales & Fees

Deep Dive: First Data to Sage 50 Integration Details

This section outlines the technical components, data touchpoints, and flow of information that underpin the robust integration between First Data and Sage 50, orchestrated by a modern iPaaS.

Data Flow Steps

API/Webhook Connectivity: The iPaaS establishes secure connections to First Data via its RESTful APIs and subscribes to key webhooks for real-time events. For Sage 50, a secure, local agent or direct API connection (for cloud versions) is used, abstracting underlying SDK/ODBC complexities.

Data Normalization & Canonical Model: Incoming data from First Data (e.g., `Transaction` payload) is ingested, normalized, and transformed into a canonical data model within the iPaaS, ensuring consistency before mapping to Sage 50.

Entity Mapping & Transformation: A visual mapping canvas allows for precise field-level mapping between First Data entities (e.g., `Transaction`, `Settlement Report`) and Sage 50 entities (e.g., `Payment/Receipt`, `Journal Entry`). AI assists in suggesting optimal mappings and transformations.

Workflow Orchestration: The iPaaS's workflow engine defines the sequence of operations: listening for First Data events, performing data validation, executing transformations, applying business rules, and invoking Sage 50 API calls/SDK functions.

Error Handling & Reconciliation: Robust error handling with retry logic, dead-letter queues, and automated alerts ensures data integrity. Reconciliation flows compare First Data settlements with Sage 50 postings, flagging discrepancies.

Security & Compliance: All data in transit is encrypted. Sensitive card data is tokenized by First Data and never stored. Access is controlled via OAuth 2.0/API keys and RBAC, adhering to PCI DSS.

Data Touchpoints

First Data `Transaction` -> Sage 50 `Payment/Receipt`
First Data `Order` (reference) -> Sage 50 `Sales Order`/`Sales Invoice`
First Data `Customer` (details) -> Sage 50 `Customer`
First Data `Settlement Report` -> Sage 50 `Journal Entry`
First Data `Refund` -> Sage 50 `Credit Memo`/`Payment Reversal`
First Data `Chargeback` -> Sage 50 `Journal Entry` (for adjustment)

"First Data (Webhooks/APIs) <--> iPaaS (Connectors, Data Mapper, Workflow Engine, AI) <--> Sage 50 (API/Secure Agent). Key flows: eCommerce Order -> First Data Payment -> iPaaS -> Sage 50 Sales Order/Invoice/Payment. First Data Settlement Report -> iPaaS -> Sage 50 Journal Entry. First Data Chargeback -> iPaaS -> Sage 50 Adjustment."

Pricing

Simple, transparent pricing for First Data + Sage 50.

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
Data Mapping

Core Entities & Field-Level Mapping for First Data and Sage 50

Understanding how key entities map between First Data and Sage 50 is crucial for accurate data synchronization and financial reporting. Our iPaaS provides granular control over field-level transformations.

Transaction / Payment

Represents a single payment event (authorization, capture, refund) from First Data, mapped to a `Payment/Receipt` or `Journal Entry` in Sage 50.

First Data Fields

`transactionId` (key) `orderId` (reference) `amount` `currency` `transactionType` `status` `timestamp` `paymentMethodToken` `merchantId` `processorResponse`

Sage 50 Fields

`TransactionID` (unique) `Date` `Amount` `CustomerID` `PaymentMethod` `ReferenceNumber` (mapped from First Data `transactionId`) `AppliedToInvoiceID` `GLBankAccount`

Mapping Notes

The First Data `transactionId` is critical for linking to Sage 50 `Payment/Receipt` `ReferenceNumber`. `transactionType` dictates whether to create a payment, credit memo, or journal entry. `merchantId` is crucial for multi-entity Sage 50 setups.

Next Steps

See First Data + Sage 50 integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

End-to-End eCommerce Order-to-Cash Automation

Orchestrates the entire sales order lifecycle from customer checkout on an eCommerce platform, secure payment processing by First Data, through to invoice generation, payment posting, and inventory updates in Sage 50.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 First Data processes payment authorization and capture via tokenized card data.
  3. 2 iPaaS receives First Data transaction details (via webhook) and creates/updates customer in Sage 50.
  4. 3 iPaaS creates a Sales Order in Sage 50, reducing inventory levels.
  5. 4 Upon order fulfillment, iPaaS generates a Sales Invoice in Sage 50.
  6. 5 iPaaS posts the captured payment from First Data as a Receipt against the Sage 50 Sales Invoice.

Business Outcome

Accelerated order processing, real-time inventory accuracy, faster cash realization, reduced manual errors, and a streamlined 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
Automate payment posting to Sage 50 immediately after First Data captures funds, dramatically reducing payment-to-cash cycle times.
Enhanced Financial Accuracy
Eliminate manual data entry errors, ensuring every First Data transaction is precisely recorded and reconciled in Sage 50's General Ledger.
Reduced Operational Costs
Automate reconciliation, payment posting, and fraud detection, freeing up finance teams from tedious, repetitive tasks.
Real-time Financial Visibility
Gain instant insights into sales, payments, refunds, and fees, enabling better decision-making and proactive financial management.
Proactive Fraud & Chargeback Management
Leverage AI for real-time anomaly detection and automate chargeback notifications, minimizing financial risk and improving dispute resolution.
Simplified PCI DSS Compliance
Utilize First Data's tokenization and secure integration practices to minimize your PCI scope and ensure robust data security.

Accelerated Cash Flow

30% Faster Cash Realization

📋 What You Get

Automate payment posting to Sage 50 immediately after First Data captures funds, dramatically reducing payment-to-cash cycle times.

💼 Business Impact

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

Implementation Timeline

Go live with First Data + Sage 50 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 Sage 50, 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 + Sage 50 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 + Sage 50.

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.

No FAQs available for this integration pair.
Implementation Timeline

Go live with First Data + Sage 50 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 Sage 50, 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 + Sage 50 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 + Sage 50.

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 + Sage 50 integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.