Integration Hero
Connect™

Unify Microsoft Dynamics GP & Heartland: Real-time Financial & Payment Harmony

Automate sales, synchronize payments, and achieve seamless financial reconciliation with a powerful, AI-driven integration.

Get Pricing

See how it works
The Challenge

The Disconnect Between Payments and Your ERP

Managing sales and payment data across disparate systems like Heartland and Microsoft Dynamics GP creates significant operational hurdles. Manual data entry, delayed reconciliation, and inconsistent information lead to financial inaccuracies, compliance risks, and wasted resources.

  • Manual data entry of Heartland sales and payments into Dynamics GP.
  • Delayed or inaccurate financial reporting due to reconciliation gaps.
  • Inconsistent customer and inventory data across POS, e-commerce, and ERP.
  • Risk of human error in financial transactions and GL postings.
  • Challenges in maintaining PCI DSS compliance across all data touchpoints.
  • Slow refund processing and complex audit trails for transactions.
Integration Diagram
Solution Illustration
The Solution

Seamless Connectivity: Your Microsoft Dynamics GP & Heartland Integration Solution

Our iPaaS-powered integration solution bridges the gap between Microsoft Dynamics GP and Heartland, creating an intelligent, automated ecosystem. By leveraging real-time data synchronization, low-code workflow automation, and AI-driven intelligence, we transform your financial and operational workflows from fragmented to flawless.

  • Bi-directional data synchronization for Customers, Items, Sales Orders, and Payments.
  • Automated General Ledger posting for Heartland transactions.
  • Real-time inventory level updates between Heartland POS and GP Inventory Control.
  • PCI DSS compliant payment data handling and tokenization.
  • Event-driven architecture for immediate processing of sales and refunds.
Implementation Timeline

Go live with Heartland Microsoft + Dynamics GP 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 GP, 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 GP deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Bi-directional data synchronization for Customers, Items, Sales Orders, and Payments.
  • Automated General Ledger posting for Heartland transactions.
  • Real-time inventory level updates between Heartland POS and GP Inventory Control.
  • PCI DSS compliant payment data handling and tokenization.
  • Event-driven architecture for immediate processing of sales and refunds.
  • AI-assisted data validation and anomaly detection for financial transactions.
  • Visual, low-code interface for building and managing integration workflows.

Technical Integration Architecture & Data Flow

Our integration solution orchestrates a seamless, secure, and performant data flow between Microsoft Dynamics GP and Heartland. It utilizes a hybrid architecture, connecting GP's on-premise capabilities with Heartland's cloud-native APIs through a robust iPaaS platform.

Data Flow Steps

Connection Establishment: Secure, authenticated connections are established using dedicated service accounts for both systems. For Dynamics GP, an on-premise agent acts as a secure gateway to eConnect/Web Services. For Heartland, OAuth 2.0 with token rotation is used.

Event Triggering: Integrations are primarily event-driven. Heartland utilizes webhooks for new payments, refunds, or settlement batches. Dynamics GP updates can be triggered by new Sales Orders, Inventory changes, or scheduled polls for specific data.

Data Extraction: Data is extracted from the source system (e.g., Heartland Payment Transaction, GP Sales Order) via its respective API or integration method.

Transformation & Mapping: The iPaaS's visual mapping canvas is used to transform the extracted data to match the target system's schema. This includes data type conversions, aggregations (e.g., daily sales summary), and conditional logic.

Validation & Business Rules: AI-driven validation checks ensure data quality and adherence to business rules (e.g., credit limits, GL account validity) before data is pushed to the target system. Anomaly detection flags suspicious transactions.

Data Ingestion: Transformed and validated data is then pushed to the target system (e.g., GP's eConnect for high-volume sales orders, Heartland's API for customer updates). Batching is leveraged for performance where appropriate.

Error Handling & Monitoring: Robust error handling includes automated retries, dead-letter queues for persistent failures, and real-time alerts. Centralized dashboards provide end-to-end visibility into all data flows and system health.

Data Touchpoints

Heartland: Payment Transaction, Customer, Order, Product/SKU, Settlement Batch, Refund, Employee, Payroll Record, Terminal/Location, Gift Card.
Microsoft Dynamics GP: Customer, Vendor, Item, Sales Order (SOP Document), Purchase Order (POP Document), Invoice (Sales/AR), Payables Transaction (AP Invoice), General Ledger Journal Entry, Checkbook Transaction, Salesperson.

"A conceptual diagram shows 'eCommerce Platform' -> 'iPaaS' -> 'Heartland' for payment processing, and 'iPaaS' -> 'Microsoft Dynamics GP' for order, inventory, and financial posting. Another branch shows 'Heartland POS' -> 'iPaaS' -> 'Microsoft Dynamics GP' for daily sales reconciliation. All flows indicate bi-directional data synchronization for entities like 'Customer' and 'Item/Product'. Secure on-premise agent connects iPaaS to Dynamics GP."

Pricing

Simple, transparent pricing for Heartland Microsoft + Dynamics GP.

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 Data Mapping

Seamless integration relies on precise mapping and transformation of core business entities between Microsoft Dynamics GP and Heartland. Our iPaaS provides visual tools, AI assistance, and robust validation to ensure data integrity.

Customer

Synchronize customer records to maintain a unified view across sales, payments, and accounting.

Heartland Microsoft Fields

CustomerID CustomerName Address1 City State Zip Phone1 Email PaymentTermsID CreditLimit

Dynamics GP Fields

customerId firstName lastName email phone address heartlandCustomerId

Mapping Notes

Map `CustomerID` (GP) to `customerId` (Heartland) for consistent identification. Ensure address fields are harmonized. GP-specific fields like `PaymentTermsID` and `CreditLimit` may require custom logic or be read-only from GP.

Next Steps

See Heartland Microsoft + Dynamics GP 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.

E-commerce Order-to-Cash Automation

Seamlessly transfer online orders from your e-commerce platform, process payments via Heartland, and automatically create Sales Orders, update inventory, and post financial transactions in Microsoft Dynamics GP. This ensures a fluid, error-free order fulfillment cycle.

Integration Steps:

  1. 0 Customer places order on eCommerce.
  2. 1 iPaaS triggers payment processing with Heartland.
  3. 2 Heartland confirms payment via webhook.
  4. 3 iPaaS creates Sales Order in GP (SOP Document).
  5. 4 GP Inventory updated; GL Journal Entry posted for sales.

Business Outcome

Faster order processing, accurate revenue recognition, real-time inventory synchronization, improved customer satisfaction.

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 sales and payment reconciliation, reducing manual effort and speeding up month-end close processes for your finance team.
Enhanced Data Accuracy
Eliminate manual data entry errors and ensure consistent, real-time data synchronization between Heartland transactions and Dynamics GP's ledger.
Real-time Operational Visibility
Gain immediate insights into sales performance, payment statuses, and inventory levels, empowering faster, data-driven decisions.
PCI DSS & Regulatory Compliance
Securely handle payment data with tokenization and encrypted connections, ensuring adherence to PCI DSS and other financial regulations.
Boosted Productivity
Free up valuable finance and operations staff from repetitive tasks, allowing them to focus on strategic initiatives and analysis.
Reduced IT Burden
Empower business users with low-code tools to manage and adapt integrations, minimizing reliance on IT for routine changes.
✨

Accelerated Financial Close

30% Faster Close Cycles

📋 What You Get

Automate daily sales and payment reconciliation, reducing manual effort and speeding up month-end close processes for your finance team.

💼 Business Impact

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

Implementation Timeline

Go live with Heartland Microsoft + Dynamics GP 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 GP, 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 GP 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 /Dynamics/GP/WebServices/SalesOrderService.svc Create, update, or query Sales Order Processing (SOP) documents in GP via Web Services for GP. Used for new e-commerce orders.
POST /Dynamics/GP/WebServices/CustomerService.svc Manage Customer records (create, update, retrieve) in GP's Receivables Management. Used for customer master data sync.
POST /Dynamics/GP/WebServices/InventoryService.svc Query and update Inventory Control items, quantities, and site assignments. Essential for real-time inventory synchronization.
POST /Dynamics/GP/WebServices/GeneralLedgerService.svc Create and manage General Ledger journal entries and account segments. Used for posting Heartland sales summaries.
XML/SQL eConnect_Incoming Directly insert/update data into GP via eConnect XML documents processed by SQL stored procedures for high-volume, performance-critical operations (e.g., bulk order imports, large inventory updates).

⚡ Transformation Logic

  • Data Aggregation: Consolidate multiple Heartland transactions into a single GL Journal Entry batch for GP.
  • Conditional Mapping: Map `transactionType` from Heartland to specific `SOPType` or `DocType` in GP (e.g., 'Sale' to 'Order', 'Refund' to 'Return/Credit Memo').
  • Lookup Tables: Use internal iPaaS lookup tables to translate Heartland `paymentMethod` codes to GP `CheckbookID` or GL account segments.
  • Currency Conversion: Automate currency conversion if multi-currency operations are present in GP.
  • Date Formatting: Ensure all date fields conform to GP's required formats.

🛡️ Error Handling

  • Dynamics GP unavailable (on-premise agent offline).
  • Heartland API rate limits exceeded.
  • Data validation failures (e.g., invalid GL account in GP, missing required field).
  • Network interruptions between iPaaS and either system.
  • Duplicate record creation due to non-idempotent operations.
Pricing

Simple, transparent pricing for Heartland Microsoft + Dynamics GP.

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.

Technical FAQs

▸ What are the primary integration methods for Microsoft Dynamics GP?
Microsoft Dynamics GP offers several primary integration methods: eConnect (for programmatic access to GP business logic via XML and SQL stored procedures), Web Services for GP (SOAP-based services for common entities), and direct SQL database access (for advanced scenarios). Our iPaaS platform abstracts these methods into user-friendly connectors, managing the complexities for you.

Architecture FAQs

▸ How does iPaaS help with Dynamics GP's on-premise nature and Heartland's cloud APIs?
Many iPaaS solutions offer secure on-premise agents or gateways. These agents are installed within your network, creating an encrypted tunnel to connect your Dynamics GP instance to the cloud iPaaS. This allows for safe and efficient data exchange with cloud-based systems like Heartland (which uses REST APIs and webhooks) without exposing your internal systems directly to the public internet.

Security FAQs

▸ Is the integration PCI DSS compliant when handling Heartland payment data?
Yes, maintaining PCI DSS compliance is paramount. Our integration solution leverages Heartland's inherent tokenization of card data, ensuring raw card numbers are never stored in the iPaaS or Dynamics GP. All data in transit is encrypted with TLS 1.2+, and the iPaaS provides robust audit trails and access controls to ensure end-to-end compliance for all integrated workflows.

AI FAQs

▸ How can AI enhance my Dynamics GP and Heartland integration workflows?
AI can augment workflows by providing automated data validation, anomaly detection for potential fraud in Heartland transactions, intelligent routing of approvals, AI-assisted data mapping suggestions, and autonomous handling of common exceptions. This significantly reduces manual oversight, improves data quality, and enhances financial security.

iPaaS FAQs

▸ What is 'low-code/no-code' in the context of this integration?
Low-code/no-code refers to visual development environments within an iPaaS that allow users (including business analysts and finance professionals) to design, build, and deploy integration workflows for Dynamics GP and Heartland using drag-and-drop interfaces and pre-built components. This minimizes the need for traditional coding, accelerating development and empowering business teams.

Error Handling FAQs

▸ How do you handle errors and failed transactions in GP-Heartland integrations?
Our iPaaS provides comprehensive error handling, including automated retry mechanisms for transient errors, dead-letter queues for persistent failures with detailed payloads, centralized logging, and configurable alerts (email, SMS) to notify teams for immediate resolution. AI can also assist in diagnosing and suggesting fixes for common errors, ensuring data eventual consistency.

Workflow FAQs

▸ Can I synchronize real-time inventory levels between Dynamics GP and Heartland POS?
Absolutely. By leveraging event-driven triggers or near real-time polling, our iPaaS can capture inventory changes from Dynamics GP's Inventory Control module and push those updates directly to Heartland's Product/SKU entity. This ensures accurate stock levels across all sales channels (e.g., POS, e-commerce) and prevents overselling.

Data Management FAQs

▸ How is master data (e.g., Customer, Vendor) harmonized across systems?
The iPaaS implements robust data harmonization logic. It identifies unique identifiers, applies deduplication rules, and ensures consistent mapping of core fields like names, addresses, and contact information. For bi-directional syncs, configurable conflict resolution strategies (e.g., 'master system wins' or 'last write wins') are applied to maintain a 'single source of truth' for master data.
Implementation Timeline

Go live with Heartland Microsoft + Dynamics GP 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 GP, 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 GP 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 GP.

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 GP 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