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Unify Microsoft Dynamics AX & Heartland: Master Your Financial Operations

Achieve real-time payment processing, seamless financial reconciliation, and a single source of truth for all transactions. Power your enterprise with intelligent, automated integrations.

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The Challenge

The Disconnect Between ERP & Payment Systems

Managing your enterprise with Microsoft Dynamics AX for accounting and ERP, while relying on Heartland for critical payment processing, POS, and payroll, often creates operational silos. This disconnect leads to manual data entry, reconciliation headaches, delayed financial reporting, and a fragmented customer view, hindering agility and exposing your business to errors and compliance risks.

  • Manual data entry of sales and payment transactions into Dynamics AX.
  • Delayed reconciliation of Heartland settlement batches with AX General Ledger.
  • Inconsistent customer records between CRM, AX, and Heartland payment profiles.
  • Lack of real-time inventory updates leading to overselling or stockouts.
  • Complex and error-prone manual payroll data transfer from Heartland to AX.
  • Challenges in maintaining PCI DSS compliance across disparate systems.
Integration Diagram
Solution Illustration
The Solution

Seamless Integration with a Modern iPaaS: Dynamics AX & Heartland

Our powerful iPaaS (Integration Platform as a Service) provides a comprehensive solution to connect Microsoft Dynamics AX and Heartland. It acts as the intelligent bridge, automating data flow, ensuring data integrity, and transforming your financial and operational workflows. With dedicated connectors, low-code/no-code tools, and AI-powered capabilities, you can achieve real-time synchronization, enhanced compliance, and unparalleled efficiency.

  • Pre-built, configurable connectors for Dynamics AX (AIF) and Heartland (APIs).
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • Real-time, event-driven architecture for instant data synchronization.
  • Robust data mapping and transformation engine for schema harmonization.
  • Centralized error handling, monitoring, and alerting.
Implementation Timeline

Go live with Heartland Microsoft + Dynamics AX 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 Heartland Microsoft and Dynamics AX, 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 Heartland Microsoft + Dynamics AX 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 Dynamics AX (AIF) and Heartland (APIs).
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • Real-time, event-driven architecture for instant data synchronization.
  • Robust data mapping and transformation engine for schema harmonization.
  • Centralized error handling, monitoring, and alerting.
  • AI-powered data validation, anomaly detection, and mapping suggestions.
  • Full support for PCI DSS compliance and data security.

Technical Integration: Dynamics AX & Heartland via iPaaS

Our integration leverages a robust iPaaS to connect Microsoft Dynamics AX's Application Integration Framework (AIF) services with Heartland's modern RESTful APIs and webhooks. This architecture ensures secure, scalable, and efficient data exchange, abstracting the complexities of each system's native integration methods and providing a unified platform for orchestration.

Data Flow Steps

Connect to Dynamics AX: Establish secure connections using dedicated service accounts and AX's AIF (SOAP-based web services). Configure AIF endpoints for specific operations like SalesOrder creation or Customer updates.

Connect to Heartland: Securely connect to Heartland's APIs using OAuth 2.0. Configure webhook subscriptions for real-time event notifications (e.g., payment completed, refund initiated).

Define Triggers & Events: Configure iPaaS workflows to initiate based on events in either system (e.g., new order in eCommerce, payment in Heartland, customer update in AX) or on a schedule (e.g., daily settlement batch pull).

Data Mapping & Transformation: Utilize the iPaaS's visual mapping canvas to define how data fields from one system correspond to the other. Apply necessary transformations (e.g., data type conversion, aggregation, enrichment) to ensure data consistency.

Business Logic & Validation: Implement conditional logic, routing rules, and AI-powered validation checks within the iPaaS to enforce business rules and maintain data quality before data is committed to either AX or Heartland.

Error Handling & Monitoring: Configure comprehensive error logging, automated retry mechanisms, dead-letter queues, and real-time alerts for any integration failures or anomalies.

Deployment & Governance: Deploy integrated workflows through structured Dev, QA, and Production environments, with version control and centralized monitoring dashboards for ongoing management.

Data Touchpoints

Microsoft Dynamics AX: SalesOrder, CustCustomer, EcoResProduct, InventOnHand, PurchaseOrder, VendVendor, CustInvoiceJour, VendInvoiceJour, LedgerJournalTable/Trans, Project, Worker.
Heartland: Payment Transaction, Customer, Order, Product/SKU, Settlement Batch, Employee, Payroll Record, Refund, Terminal/Location, Gift Card.

"Data flows bi-directionally. For Order-to-Cash, eCommerce -> iPaaS -> Heartland (Payment Transaction) -> iPaaS -> Dynamics AX (SalesOrder, InventOnHand, CustInvoiceJour). For financial reconciliation, Heartland (Settlement Batch) -> iPaaS -> Dynamics AX (LedgerJournalTable/Trans). Customer and Product data sync bi-directionally between AX and Heartland via iPaaS."

Pricing

Simple, transparent pricing for Heartland Microsoft + Dynamics AX.

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 Heartland Microsoft

Integrating Heartland Microsoft 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

The integration focuses on synchronizing core business entities between Microsoft Dynamics AX and Heartland. Our iPaaS provides visual mapping tools, augmented by AI, to ensure accurate and consistent data flow, even with complex schema differences.

Customer

Master data for customers, including contact, billing, shipping, and payment terms.

Heartland Microsoft Fields

CustAccount Name PartyType Address ContactInfo CreditLimit DefaultDimension

Dynamics AX Fields

customerId firstName lastName email phone address heartlandCustomerId

Mapping Notes

Requires a unique identifier for cross-system lookup (e.g., `CustAccount` to `heartlandCustomerId`). De-duplication logic is crucial. Address formats and contact info types need careful harmonization.

Next Steps

See Heartland Microsoft + Dynamics AX 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-Cash with Payment Processing

Automate the entire order lifecycle from an eCommerce platform: capture orders, process payments via Heartland, create sales orders in Dynamics AX, update inventory, and generate invoices. This ensures real-time data consistency and accelerates revenue recognition.

Integration Steps:

  1. 0 Customer places order (eCommerce)
  2. 1 iPaaS captures order event
  3. 2 iPaaS initiates Heartland Payment Transaction (Auth/Capture)
  4. 3 Heartland processes payment
  5. 4 iPaaS creates SalesOrder in Dynamics AX (SalesId, CustAccount, OrderDate, Payment details)
  6. 5 Dynamics AX updates InventOnHand (ItemId, InventLocationId, Qty)
  7. 6 iPaaS updates order status in eCommerce & Heartland POS
  8. 7 Dynamics AX generates CustInvoiceJour (InvoiceId, CustAccount, InvoiceDate, InvoiceAmount)

Business Outcome

Real-time order fulfillment, accurate inventory, accelerated revenue, minimized manual data 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 Financial Close
Automate the reconciliation of Heartland payment transactions and settlement batches directly into Dynamics AX's General Ledger, drastically cutting down manual effort and closing cycles.
Enhanced Data Accuracy & Compliance
Ensure a single, consistent source of truth for customer, order, and financial data across Dynamics AX and Heartland, while maintaining stringent PCI DSS compliance and data integrity.
Real-time Operational Visibility
Gain immediate insights into sales, payments, and inventory levels by synchronizing data between Heartland POS/payment processing and Dynamics AX in real-time.
Reduced Manual Effort & Cost
Eliminate tedious manual data entry, reconciliation, and error correction, freeing up staff for higher-value activities and significantly lowering operational expenses.
Improved Customer Experience
Provide consistent customer information, faster order processing, and seamless refund experiences by unifying customer profiles and transaction histories.
Proactive Fraud Detection
Leverage AI-augmented anomaly detection on Heartland transaction data to identify and flag potential fraud or unusual patterns before they impact Dynamics AX financials.
✨

Accelerated Financial Close

Up to 70% Faster Close Time

📋 What You Get

Automate the reconciliation of Heartland payment transactions and settlement batches directly into Dynamics AX's General Ledger, drastically cutting down manual effort and closing cycles.

💼 Business Impact

This benefit directly contributes to Up to 70% improvement in Faster Close Time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Heartland Microsoft + Dynamics AX 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 Heartland Microsoft and Dynamics AX, 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 Heartland Microsoft + Dynamics AX 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 /AIF/SalesOrderService/create Creating new Sales Orders in Dynamics AX (e.g., from eCommerce).
POST /AIF/SalesOrderService/read Retrieving detailed Sales Order information from Dynamics AX.
POST /AIF/InventOnHandService/find Querying real-time inventory availability from Dynamics AX.
POST /AIF/CustCustomerService/create Creating new customer records in Dynamics AX.
POST /AIF/CustCustomerService/update Updating existing customer records in Dynamics AX.
POST /AIF/LedgerJournalService/create Posting General Ledger Journal entries into Dynamics AX.
POST /AIF/VendInvoiceService/create Posting Vendor Invoices into Dynamics AX.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts to match the base currency of Dynamics AX.
  • Date Formatting: Standardize date and time formats across systems.
  • Lookup Tables: Translate Heartland payment types or product categories to corresponding Dynamics AX ledger accounts or product groups.
  • Concatenation/Splitting: Combine or split fields (e.g., `firstName`, `lastName` into `Name`; full address into street, city, state, zip).
  • Default Values: Assign default values for non-mandatory fields if not provided by the source system.
  • Conditional Logic: Apply different transformations based on data values (e.g., different GL accounts for credit vs. debit transactions).

🛡️ Error Handling

  • Heartland API downtime: iPaaS retries with backoff, alerts if persistent.
  • Dynamics AX AIF service unavailability: iPaaS queues messages, alerts IT.
  • Data validation failure (e.g., invalid customer ID): Message moved to dead-letter queue, alert to business user.
  • Duplicate transaction attempt: Idempotency handled where possible, otherwise flagged for review.
  • PCI DSS violation (e.g., raw card data detected): Immediate quarantine, critical alert.
Pricing

Simple, transparent pricing for Heartland Microsoft + Dynamics AX.

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 best way to integrate Microsoft Dynamics AX with Heartland?
The most effective approach is to leverage a modern iPaaS (Integration Platform as a Service). This provides dedicated connectors for both Dynamics AX (via AIF) and Heartland (via APIs/webhooks), enabling API-first, event-driven integrations, robust data transformation, and centralized management without extensive custom coding.

Security & Compliance FAQs

▸ How does this integration ensure PCI DSS compliance with Heartland payments?
The integration prioritizes PCI DSS compliance by utilizing Heartland's native tokenization for sensitive card data. Raw card numbers are never stored in the iPaaS or Dynamics AX. All data in transit is encrypted with TLS 1.2+, and the iPaaS adheres to strict security standards, ensuring a secure end-to-end payment flow.

Workflows FAQs

▸ Can I automate real-time inventory updates between Dynamics AX and Heartland POS?
Absolutely. Using an event-driven iPaaS, you can configure workflows where inventory level changes in Dynamics AX (InventOnHand) are immediately pushed to Heartland POS (Product/SKU quantityOnHand). This prevents overselling, reduces stockouts, and ensures accurate product availability across all sales channels.

AI Capabilities FAQs

▸ How does AI enhance the Dynamics AX and Heartland integration?
AI significantly enhances the integration by providing intelligent capabilities such as automated data validation, anomaly detection for potential fraud in Heartland transactions, smart suggestions for field mappings, and autonomous handling of common integration exceptions, leading to higher data quality and operational efficiency.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Dynamics AX with payment systems like Heartland?
Common challenges include bridging AX's SOAP-based AIF with modern REST APIs, managing complex data mapping for financial entities, ensuring PCI DSS compliance, handling high transaction volumes, and maintaining data consistency across systems. Our iPaaS is specifically designed to address these complexities.

Low-Code FAQs

▸ Is it possible to use low-code/no-code tools for this integration?
Yes, our iPaaS offers a powerful low-code/no-code interface. Business users and citizen integrators can visually design, build, and deploy automated workflows connecting Dynamics AX and Heartland, significantly accelerating development cycles and reducing reliance on IT for every integration change.

Error Handling FAQs

▸ How do I handle errors and ensure data consistency in these critical financial integrations?
Our solution employs a robust error handling strategy with centralized logging, automated retry mechanisms with exponential backoff for transient errors, and dead-letter queues for persistent issues. Comprehensive data validation rules and AI-driven anomaly detection ensure data consistency and proactive issue resolution, with configurable alerts for critical failures.

Customization FAQs

▸ Can this integration support my existing custom fields in Dynamics AX?
Yes, the iPaaS is highly flexible and supports mapping custom fields in Dynamics AX to corresponding fields in Heartland or other connected systems. Our visual mapping canvas allows you to easily incorporate and transform custom data attributes within your workflows.
Implementation Timeline

Go live with Heartland Microsoft + Dynamics AX 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 Heartland Microsoft and Dynamics AX, 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 Heartland Microsoft + Dynamics AX 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 Heartland Microsoft + Dynamics AX.

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 Heartland Microsoft + Dynamics AX 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