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Unify First Data Payments with Syspro ERP for Peak Financial Performance

Automate your entire order-to-cash cycle, from secure payment processing to accurate General Ledger posting, with intelligent, real-time integration.

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The Challenge

The Disconnect Between Payments & Your ERP: Costly & Complex

Managing payment transactions from First Data and reconciling them with your Syspro ERP manually creates significant operational bottlenecks, financial inaccuracies, and compliance risks. Without a robust integration, businesses face a cascade of challenges that hinder growth and efficiency.

  • Manual data entry leads to errors and delays in sales order creation and payment application.
  • Discrepancies between First Data settlement reports and Syspro's General Ledger require tedious, time-consuming reconciliation.
  • Delayed visibility into payment statuses impacts cash flow forecasting and customer service responsiveness.
  • Inefficient refund and chargeback processes increase administrative overhead and potential financial loss.
  • Lack of real-time inventory updates in Syspro post-payment can lead to overselling on eCommerce platforms.
  • Maintaining PCI DSS compliance across disparate systems adds complexity and risk.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Bridging First Data and Syspro with iPaaS

Our iPaaS solution provides a robust, low-code platform to connect First Data and Syspro, automating critical financial and operational workflows. By leveraging modern APIs, event-driven architecture, and AI-powered capabilities, we ensure your payment processing and ERP systems work in perfect harmony, delivering real-time accuracy and efficiency.

  • Pre-built connectors for First Data and Syspro Harmony API
  • Event-driven workflow orchestration for real-time updates
  • Visual drag-and-drop data mapping and transformation
  • Centralized error handling and monitoring
  • Scalable and resilient cloud-native architecture
Implementation Timeline

Go live with First Data + Syspro 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 Syspro, 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 + Syspro 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 and Syspro Harmony API
  • Event-driven workflow orchestration for real-time updates
  • Visual drag-and-drop data mapping and transformation
  • Centralized error handling and monitoring
  • Scalable and resilient cloud-native architecture
  • AI-assisted mapping, validation, and anomaly detection
  • Full support for PCI DSS compliance and data security

First Data & Syspro Integration: Technical Deep Dive

This integration serves as the digital backbone for payment and ERP operations, orchestrating the flow of critical financial data between First Data's robust payment processing capabilities and Syspro's comprehensive accounting and ERP functionalities. It's built on an API-first, event-driven architecture, ensuring maximum efficiency, accuracy, and scalability.

Data Flow Steps

Secure Connection: Establish authenticated connections to First Data's APIs (e.g., Payeezy, Clover Gateway) and Syspro Harmony API using secure credentials and protocols.

Event Monitoring & Triggers: Configure webhooks from First Data for real-time payment events (authorizations, captures, refunds, chargebacks). Implement event listeners or scheduled polls for Syspro data changes (e.g., inventory updates, new customer creation).

Data Ingestion & Normalization: Capture raw data payloads from both systems. iPaaS normalizes data into a canonical format, ensuring consistency before transformation.

AI-Assisted Data Transformation & Mapping: Visually map fields between First Data and Syspro entities (e.g., First Data 'Transaction' to Syspro 'Payment' or 'Invoice'). AI suggests optimal mappings and applies complex business logic or transformations (e.g., currency conversion, tax calculations, GL account determination).

Validation & Business Rules: Apply pre-defined and AI-inferred validation rules to ensure data integrity and adherence to Syspro's business logic (e.g., inventory availability check before Sales Order creation).

Workflow Orchestration: Design multi-step workflows that dictate the sequence of operations, conditional logic, and error handling for various scenarios (e.g., if payment fails, notify customer and do not create Syspro SO).

Data Synchronization: Push transformed and validated data to the target system via its respective API. For example, create a Sales Order in Syspro, post a payment to Accounts Receivable, or update a transaction status in First Data.

Error Handling & Reconciliation: Implement robust error handling, retry mechanisms, and dead-letter queues. Automated reconciliation processes identify and alert on discrepancies between First Data settlement reports and Syspro's ledger.

Monitoring & Alerting: Centralized dashboards provide real-time visibility into integration health, data flow, performance, and proactively alert on critical issues.

Data Touchpoints

First Data: Transaction (Authorization, Capture, Refund, Void), Payment Method, Customer, Order (reference), Settlement Report, Chargeback, Merchant Account.
Syspro: Sales Order, Inventory Item, Customer, Invoice (AR), General Ledger Account, Payment (AR).

"iPaaS acts as the central orchestrator. eCommerce/POS -> First Data (Payment Processing) -> [First Data Webhooks/API] -> iPaaS (Transform, Validate, Orchestrate) -> [Syspro Harmony API] -> Syspro ERP (Sales Orders, Inventory, AR, GL). Bi-directional flow for refunds, customer updates. Syspro Inventory -> iPaaS -> eCommerce (Inventory Sync)."

Pricing

Simple, transparent pricing for First Data + Syspro.

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 Data Entities & Intelligent Mappings

Understanding and accurately mapping key entities is fundamental to a successful First Data-Syspro integration. Our iPaaS provides a visual, AI-assisted approach to harmonize these critical data points, ensuring consistency and accuracy across your financial ecosystem.

Transaction (First Data) / Payment (Syspro AR)

The financial event processed by First Data, mapped to a payment record or applied against an invoice in Syspro's Accounts Receivable.

First Data Fields

transactionId orderId amount currency transactionType status timestamp paymentMethodToken merchantId processorResponse

Syspro Fields

InvoiceNumber CustomerCode PaymentAmount PaymentDate ReferenceNumber (mapped from transactionId) GLAccount BankStatementReference

Mapping Notes

The First Data 'transactionId' is crucial for linking to Syspro's payment reference. 'transactionType' (Auth, Capture, Refund) dictates Syspro's action (create payment, create credit memo). Ensure 'merchantId' maps to the correct Syspro company/branch for multi-entity setups.

Next Steps

See First Data + Syspro 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-Syspro Sales Order Sync

When a customer places an order on your eCommerce platform and pays via First Data, the integration automatically captures the transaction, creates a Sales Order in Syspro, applies the payment, and updates inventory levels in real-time.

Integration Steps:

  1. 0 Customer completes purchase on eCommerce, payment processed by First Data.
  2. 1 First Data webhook notifies iPaaS of successful transaction (Authorization & Capture).
  3. 2 iPaaS retrieves eCommerce order details and First Data transaction data.
  4. 3 iPaaS validates data, checks Syspro inventory, and creates a Sales Order in Syspro via Harmony API.
  5. 4 Payment from First Data is automatically applied to the Syspro Sales Order/Invoice.
  6. 5 Syspro confirms Sales Order creation and payment status to iPaaS.
  7. 6 eCommerce platform is updated with order status ('Paid', 'Processing').

Business Outcome

Accelerated order fulfillment, accurate inventory management, reduced manual order entry, and seamless 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 Financial Close
Automate daily settlement reconciliation and GL posting, reducing manual effort and errors, leading to faster and more accurate financial reporting.
Enhanced Data Accuracy
Eliminate manual data entry for payments, orders, and customer information, ensuring consistent and accurate data across First Data and Syspro.
Real-time Operational Visibility
Gain instant insights into payment statuses, order fulfillment, and inventory levels, enabling proactive decision-making and improved customer service.
Reduced Fraud & Chargeback Risk
Leverage AI-augmented fraud detection and automated chargeback workflows to mitigate financial risk and streamline dispute resolution.
PCI DSS Compliance & Security
Maintain the highest security standards with tokenization, encryption, and secure credential management, reducing your PCI compliance scope.
Boosted Operational Efficiency
Automate repetitive tasks like payment application, invoice generation, and customer updates, freeing up staff for higher-value activities.
✨

Accelerated Financial Close

40% Faster Close

📋 What You Get

Automate daily settlement reconciliation and GL posting, reducing manual effort and errors, leading to faster and more accurate financial reporting.

💼 Business Impact

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

Implementation Timeline

Go live with First Data + Syspro 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 Syspro, 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 + Syspro 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 Tokenize card data for secure, PCI-compliant storage and subsequent transactions. Reduces PCI scope.
POST /v1/payments/authorization Authorize a payment amount against a tokenized card, holding funds. Key for order processing.
POST /v1/payments/capture Capture previously authorized funds for a transaction. Triggers Syspro Sales Order processing.
POST /v1/payments/refund Process a full or partial refund for a captured transaction. Linked to Syspro credit memos.
GET /v1/settlements/daily Retrieve daily settlement reports for financial reconciliation and GL posting in Syspro.
GET /v1/payments/status/{transactionId} Query the current status of a specific transaction. Useful for customer service and reconciliation.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts if First Data and Syspro operate in different base currencies.
  • GL Account Determination: Dynamically assign Syspro GL accounts based on transaction type (sales, fees, refunds) and product categories.
  • Address Harmonization: Standardize address formats from eCommerce/First Data to Syspro's required structure.
  • Line Item Mapping: Map complex eCommerce product bundles or promotions to individual Syspro Stock Codes and pricing rules.
  • ID Cross-referencing: Store First Data 'transactionId' as a reference in Syspro's Payment/Invoice for easy lookup.

🛡️ Error Handling

  • First Data Transaction Failure: Payment declined, voided. iPaaS updates eCommerce order status and notifies customer service, no Syspro SO created.
  • Syspro API Unavailable: iPaaS queues transactions, retries with exponential backoff, alerts IT. Data consistency maintained.
  • Invalid Syspro Data: Missing required field for Sales Order. iPaaS flags error, routes to dead-letter queue, alerts finance for manual correction.
  • Reconciliation Discrepancy: First Data settlement doesn't match Syspro AR. iPaaS flags mismatch, creates task for finance team.
Pricing

Simple, transparent pricing for First Data + Syspro.

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 the primary benefit of integrating First Data with Syspro?
The primary benefit is the automation of your entire payment-to-ERP workflow, leading to real-time financial accuracy, faster reconciliation, reduced manual effort, and improved operational efficiency across order processing, accounting, and financial reporting.

Security FAQs

▸ How does this integration handle PCI DSS compliance?
Security is paramount. The integration leverages First Data's tokenization services to avoid storing raw card data, uses end-to-end encryption (TLS 1.2+) for all data in transit, and adheres to strict access controls and audit trails, significantly reducing your PCI DSS compliance scope.

Financial FAQs

▸ Can I automate daily financial reconciliation between First Data and Syspro?
Absolutely. The iPaaS can automatically retrieve First Data's daily settlement reports, reconcile them against Syspro's sales and payment records, generate journal entries, and post them to the General Ledger, flagging any discrepancies for review. This drastically reduces manual reconciliation time.
▸ How does the integration manage chargebacks from First Data?
The integration automates chargeback management. Upon receiving a chargeback notification from First Data (via webhook), it automatically creates a corresponding case in your dispute management system, updates relevant Syspro records, and alerts your team to initiate the dispute resolution process promptly.

Technical FAQs

▸ Is the integration compatible with Syspro's modern Harmony API?
Yes, the integration is built to leverage Syspro's modern Harmony API (RESTful), ensuring robust, scalable, and secure connectivity. This API-first approach is ideal for real-time, event-driven integrations with iPaaS platforms.
▸ What happens if a First Data transaction fails or a Syspro API call errors out?
The integration employs robust error handling. Transient errors trigger automated retries with exponential backoff. Persistent errors are routed to dead-letter queues for manual inspection, and relevant teams are immediately alerted with detailed context to ensure no data is lost and issues are resolved promptly.

AI FAQs

▸ How does AI enhance the First Data-Syspro integration?
AI augments the integration by providing intelligent mapping suggestions, real-time anomaly detection for fraud prevention in First Data transactions, automated exception handling for reconciliation discrepancies, and predictive analytics for cash flow forecasting based on payment trends.

Customization FAQs

▸ Can I customize the integration workflows without coding?
Yes, our low-code/no-code iPaaS platform empowers business users (e.g., finance, operations) to visually design, modify, and extend First Data-Syspro integration workflows using drag-and-drop interfaces and configurable business rules, significantly reducing reliance on IT.
Implementation Timeline

Go live with First Data + Syspro 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 Syspro, 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 + Syspro 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 + Syspro.

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 + Syspro 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