GoCardless & Infor Integration: Automate Direct Debits, Accelerate Cash Flow
Unify your payment collection with Infor's robust ERP, transforming Order-to-Cash with real-time automation, intelligent dunning, and precise financial reconciliation.
The Challenge: Manual Payments & Disconnected Financial Operations
Managing recurring direct debit payments and reconciling them within a comprehensive ERP like Infor often involves a complex web of manual processes, leading to significant inefficiencies, delayed cash application, and a lack of real-time financial visibility. This disconnect hinders agility and impacts your bottom line.
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Delayed Cash Application: Manually posting GoCardless payments to Infor invoices is time-consuming and prone to errors, delaying cash flow insights.
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Inefficient Dunning: Handling failed direct debit payments manually leads to lower recovery rates and increased administrative burden.
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Reconciliation Headaches: Matching GoCardless payouts to individual payments and allocating fees in Infor's General Ledger is a labor-intensive, often daily, task.
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Inconsistent Customer Data: Discrepancies between customer records in GoCardless and Infor lead to billing errors and poor customer experience.
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Compliance Risks: Manual processes increase the risk of non-compliance with direct debit scheme rules and financial reporting standards.
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Lack of Real-time Insights: Without automated integration, finance teams lack immediate visibility into payment statuses and cash positions, impacting strategic decisions.
The Solution: Smart GoCardless-Infor Integration via iPaaS
Our intelligent integration solution seamlessly connects GoCardless with Infor using a modern iPaaS, automating your direct debit payment workflows from end-to-end. This eliminates manual effort, ensures data consistency, and provides real-time financial visibility, empowering your finance teams and accelerating your Order-to-Cash cycle.
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Bi-directional Data Synchronization: Keep customer, mandate, and subscription data consistent across GoCardless and Infor.
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Real-time Payment Processing: Instantly apply GoCardless payments to Infor invoices and update customer balances.
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Automated Dunning & Retries: Proactively manage failed payments with intelligent, configurable dunning sequences.
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Seamless Payout Reconciliation: Automatically reconcile GoCardless payouts with Infor's General Ledger, including fee allocation.
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Event-Driven Workflows: React instantly to GoCardless events (e.g., payment success/failure, mandate changes) to trigger Infor updates.
Comprehensive Solution Details
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Bi-directional Data Synchronization: Keep customer, mandate, and subscription data consistent across GoCardless and Infor.
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Real-time Payment Processing: Instantly apply GoCardless payments to Infor invoices and update customer balances.
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Automated Dunning & Retries: Proactively manage failed payments with intelligent, configurable dunning sequences.
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Seamless Payout Reconciliation: Automatically reconcile GoCardless payouts with Infor's General Ledger, including fee allocation.
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Event-Driven Workflows: React instantly to GoCardless events (e.g., payment success/failure, mandate changes) to trigger Infor updates.
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AI-Augmented Automation: Leverage AI for smart data mapping, anomaly detection, and intelligent exception handling.
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Low-Code/No-Code Agility: Empower business users to build and modify integration flows with intuitive visual tools.
Technical Integration Details & Implementation Approach
Our GoCardless-Infor integration is built on an API-first, event-driven architecture, orchestrated by a robust iPaaS. This ensures real-time data synchronization, high reliability, and scalability, leveraging the strengths of both GoCardless's powerful payment platform and Infor's comprehensive ERP capabilities.
Data Flow Steps
1. Connectors Setup: Configure pre-built iPaaS connectors for GoCardless and Infor, providing API keys/OAuth tokens and necessary credentials.
2. Webhook Configuration: Set up GoCardless webhooks to send real-time event notifications (e.g., payment status, mandate changes) to your iPaaS endpoint.
3. Workflow Design: Visually design integration flows (e.g., 'New Mandate Creation', 'Payment to Infor Cash App', 'Payout Reconciliation') using the iPaaS's drag-and-drop builder.
4. Data Mapping & Transformation: Map GoCardless entity fields to Infor entity fields. Implement any necessary data transformations (e.g., currency conversion, status translation, concatenation) within the iPaaS.
5. Business Logic & Rules: Incorporate custom business logic (e.g., dunning rules, GL account allocation, conflict resolution) using the iPaaS's rules engine or low-code scripting.
6. Error Handling & Monitoring: Configure robust error handling, retry mechanisms, alerts, and integrate with centralized monitoring dashboards.
7. Testing & Deployment: Thoroughly test workflows in sandbox environments (GoCardless Sandbox, Infor UAT) and deploy to production using controlled promotion pipelines.
Data Touchpoints
"GoCardless (Webhooks/API) <-> iPaaS (Orchestration, Mapping, Transformation, Logic) <-> Infor (API)"
Simple, transparent pricing for GoCardless + Infor.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
How Middleware Integration Works
See GoCardless + Infor integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.
Integration Use Cases
Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.
Automated Subscription Billing & Mandate Management
Streamline the entire recurring revenue lifecycle. When a new subscription is created or updated in Infor's billing module, the integration automatically creates or modifies the corresponding customer, mandate, and subscription in GoCardless. This ensures that payment schedules are always aligned with customer agreements.
Integration Steps:
- 0 Customer signs up for subscription (e.g., via Infor-connected CRM/eCommerce).
- 1 Subscription details are recorded in Infor.
- 2 iPaaS detects new/updated subscription in Infor (event-driven).
- 3 iPaaS calls GoCardless API to create/update Customer, Mandate, and Subscription.
- 4 GoCardless Mandate ID and Subscription ID are synced back to Infor for reference.
- 5 Future payments are automatically collected by GoCardless based on the subscription schedule.
Business Outcome
Accelerated customer onboarding for recurring services, reduced manual setup errors, and guaranteed alignment between billing system and payment gateway.
Real-time/Event-driven
API Endpoints & Data Logic
Technical details for developers and architects.
⚡ Transformation Logic
- Standardize date and time formats (`YYYY-MM-DDTHH:MM:SSZ` to Infor's preferred format).
- Currency conversion and rounding rules for multi-currency operations.
- Mapping GoCardless payment `status` codes to Infor's internal payment status definitions.
- Extracting relevant data from GoCardless webhook payloads for Infor updates.
- Combining `firstname` and `lastname` from GoCardless into a single `CustomerName` field for Infor.
- Conditional mapping of GoCardless `deducted_fees` to specific Infor `General Ledger Accounts` based on fee type.
🛡️ Error Handling
- GoCardless webhook not received (iPaaS monitors for expected events and can trigger alerts for missing data).
- Infor API validation failure for a new payment transaction (iPaaS logs, alerts, and quarantines message).
- Mandate already exists in GoCardless when Infor tries to create a new one (iPaaS handles gracefully, links existing).
- Network connectivity loss between iPaaS and GoCardless/Infor (iPaaS retries with backoff, alerts after sustained failure).
- Data transformation error due to unexpected GoCardless payload (iPaaS logs, routes to dead-letter for human review).
Simple, transparent pricing for GoCardless + Infor.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
Simple, transparent pricing for GoCardless + Infor.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
See GoCardless + Infor integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.