Integration Hero
Connect™

Unify Sage 50 & Heartland: Seamless Payments, POS & Accounting Automation

Eliminate manual data entry, accelerate financial reconciliation, and gain real-time visibility with a powerful, AI-driven integration platform.

Get Pricing

See how it works
The Challenge

Disconnected Systems: The Hidden Costs of Manual Operations

Many businesses struggle with operational inefficiencies and financial inaccuracies due to a disconnect between their payment processing (Heartland) and accounting (Sage 50) systems. This siloed approach leads to significant challenges that impede growth and increase risk.

  • Manual data entry of sales, payments, and refunds into Sage 50 after processing in Heartland.
  • Delayed or inaccurate financial reporting due to batch processing and human error.
  • Inconsistent inventory levels between POS, eCommerce, and accounting systems, leading to overselling or stockouts.
  • Difficulty in reconciling daily sales and payment batches, consuming valuable finance team time.
  • Lack of real-time visibility into cash flow and transaction statuses.
  • Compliance risks (e.g., PCI DSS) and audit challenges due to fragmented data trails.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Sage 50 & Heartland Integration with iPaaS

Our advanced iPaaS platform bridges the gap between Sage 50 and Heartland, creating a powerful, automated, and intelligent ecosystem for your financial and operational data. Experience seamless data flow, real-time synchronization, and AI-driven insights that transform your business processes.

  • Bi-directional data synchronization for Customers, Products, and Orders.
  • Automated payment processing and receipt posting.
  • Real-time inventory level updates across all channels.
  • Streamlined daily sales and settlement batch reconciliation.
  • AI-enhanced data validation and anomaly detection.
Implementation Timeline

Go live with Heartland + 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 Heartland 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 Heartland + 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

  • Bi-directional data synchronization for Customers, Products, and Orders.
  • Automated payment processing and receipt posting.
  • Real-time inventory level updates across all channels.
  • Streamlined daily sales and settlement batch reconciliation.
  • AI-enhanced data validation and anomaly detection.
  • Low-code/no-code workflow design for business users.

Technical Integration Details: Sage 50 & Heartland Connectivity

Our iPaaS platform provides a robust, secure, and scalable framework for integrating Sage 50 and Heartland. It leverages an API-first, event-driven architecture to ensure real-time data synchronization and workflow automation.

Data Flow Steps

Secure Connection Setup: Establish authenticated connections to Sage 50 and Heartland APIs using OAuth 2.0 or secure API keys, managed via a secrets vault.

Event Listener/Webhook Configuration: Configure webhooks in Heartland (e.g., for new payment transactions, settlement batches) to trigger workflows in the iPaaS, ensuring real-time data capture.

Data Extraction: iPaaS connectors extract relevant data entities (e.g., Payment Transaction from Heartland, Sales Order from Sage 50).

Data Transformation & Mapping: Utilize the visual mapping canvas to transform and normalize data schemas between Sage 50 and Heartland, handling data types, formats, and conditional logic. AI assists in suggesting optimal mappings.

Business Logic & Validation: Apply business rules (e.g., tax calculations, customer credit limits, inventory checks) and AI-driven validation to ensure data integrity before posting.

Data Ingestion: Transformed and validated data is then pushed to the target system's API (e.g., create a Payment in Sage 50, update inventory in Heartland POS).

Error Handling & Monitoring: Implement robust error handling (retries, dead-letter queues) and real-time monitoring dashboards to track integration health and proactively address issues.

Status Updates & Notifications: Sync status changes back to source systems (e.g., 'Paid' status in eCommerce from Sage 50) and send alerts for critical workflow failures.

Data Touchpoints

Heartland: Payment Transactions, Orders, Customers, Products/SKUs, Settlement Batches, Refunds, Employees, Payroll Records.
Sage 50: Customers, Vendors, Product/Items, Sales Orders, Sales Invoices, Purchase Orders, Vendor Bills, Payments, General Ledger Accounts, Journal Entries.

"Heartland Event (Payment, Order, Settlement) -> iPaaS Listener -> Data Extraction -> AI-Assisted Mapping & Transformation -> Business Logic & Validation -> Sage 50 API Call (Create Invoice, Post Payment, Update Inventory) -> Error Handling & Monitoring -> Status Update/Notification."

Pricing

Simple, transparent pricing for Heartland + 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
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Heartland

Integrating Heartland 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 & Data Mapping for Sage 50 and Heartland Integration

Seamless data flow relies on precise mapping of critical business entities between Sage 50 and Heartland. Our iPaaS provides intuitive tools and AI assistance to ensure accurate and consistent data synchronization.

Customer

Represents individuals or organizations interacting with your business.

Heartland Fields

CustomerID CustomerName BillingAddress ShippingAddress Email Phone CreditLimit Terms

Sage 50 Fields

customerId firstName lastName email phone address heartlandCustomerId

Mapping Notes

Map `CustomerID` (Sage 50) to `customerId` (Heartland) for consistent identification. Handle address normalization and deduplication. Consider syncing `CreditLimit` from Sage 50 to Heartland for payment approval logic if applicable.

Next Steps

See Heartland + 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.

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

When a customer makes a purchase online, the integration ensures the payment is processed by Heartland and the order details, customer information, and inventory updates are automatically reflected in Sage 50, creating a Sales Order or Invoice and a corresponding Payment record.

Integration Steps:

  1. 0 Online Order Created (eCommerce)
  2. 1 Payment Processed (Heartland Payment Transaction)
  3. 2 Customer & Product Sync (Sage 50 Customer/Product/Item)
  4. 3 Sales Order/Invoice Created (Sage 50 Sales Order/Invoice)
  5. 4 Payment Recorded (Sage 50 Payment)
  6. 5 Inventory Updated (Sage 50 Product/Item & Heartland POS)

Business Outcome

Instant order fulfillment, accurate revenue recognition, real-time inventory levels, improved 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 sales and payment reconciliation from Heartland to Sage 50, drastically cutting down month-end closing times.
Enhanced Data Accuracy
Eliminate manual data entry errors between payment processing and accounting with AI-driven validation and automated syncs.
Real-time Operational Visibility
Gain instant insights into sales, payments, and inventory across Heartland POS/eCommerce and Sage 50 for faster, informed decisions.
Improved Cash Flow Management
Timely posting of payments and accurate reconciliation ensure up-to-date cash flow reporting in Sage 50.
Reduced Operational Costs
Automate repetitive tasks, freeing up staff from manual data entry and reconciliation, leading to substantial cost savings.
PCI DSS & Audit Compliance
Maintain a secure, auditable trail for all financial transactions, ensuring adherence to regulatory standards like PCI DSS.
Scalability for Growth
A flexible iPaaS infrastructure scales with your business, supporting increasing transaction volumes and new sales channels without re-engineering.
✨

Accelerated Financial Close

Up to 70% Reduction in reconciliation time

📋 What You Get

Automate daily sales and payment reconciliation from Heartland to Sage 50, drastically cutting down month-end closing times.

💼 Business Impact

This benefit directly contributes to Up to 70% improvement in Reduction in reconciliation time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Heartland + 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 Heartland 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 Heartland + Sage 50 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, GET, PUT /v1/customers Manage customer records, essential for sales, invoices, and CRM sync.
POST, GET, PUT /v1/sales_orders Create and retrieve sales orders from eCommerce, manage order status.
POST, GET, PUT /v1/invoices Generate and retrieve sales invoices, apply payments, manage billing.
GET, PUT /v1/products Retrieve product details, update inventory levels for eCommerce sync.
POST, GET /v1/payments Record customer payments and reconcile transactions from payment gateways.
POST, GET /v1/journal_entries Create and retrieve journal entries for payroll, POS reconciliation, etc.

⚡ Transformation Logic

  • Data Type Conversion: Automatically convert data types (e.g., string to decimal, date formats).
  • Conditional Mapping: Apply different mapping rules based on data values (e.g., map different tax codes based on product category).
  • Data Aggregation: Combine multiple Heartland transactions into a single Sage 50 Journal Entry.
  • Lookup & Enrichment: Enrich data by looking up related records (e.g., fetch Sage 50 CustomerID using Heartland customer email).
  • Calculations: Perform calculations like total amount, tax calculations, and discount applications.
  • Text Formatting: Ensure consistent naming conventions or address formats.

🛡️ Error Handling

  • API rate limit exceeded for Sage 50 or Heartland.
  • Invalid data format preventing Sage 50 record creation.
  • Heartland payment transaction failure.
  • Network connectivity issues.
  • Deduplication conflicts during customer sync.
  • Unbalanced Journal Entry during POS reconciliation.
Pricing

Simple, transparent pricing for Heartland + 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.

General FAQs

▸ Why integrate Sage 50 with Heartland using an iPaaS?
An iPaaS provides a centralized, scalable, and reusable framework for all your Sage 50 and Heartland integrations, unlike brittle point-to-point connections. It offers advanced data mapping, error handling, monitoring, and governance, reducing maintenance costs, improving data quality, and enabling complex, orchestrated workflows across payment processing, POS, and accounting.

Workflows FAQs

▸ Can I automate my Heartland POS inventory updates with my online store and Sage 50?
Yes, absolutely. Using an iPaaS, you can create real-time or near real-time automation workflows to synchronize inventory levels between your Heartland POS system, your eCommerce platform, and Sage 50. This prevents overselling, reduces stockouts, and ensures customers always see accurate product availability across all channels.
▸ Can this integration handle payroll journal entries from Heartland to Sage 50?
Absolutely. The iPaaS can be configured to automatically extract finalized payroll records from Heartland Payroll, transform the data to match Sage 50's General Ledger structure, and create balanced Journal Entries for accurate and timely financial reporting of payroll expenses and liabilities.

AI Features FAQs

▸ How does AI enhance Sage 50 and Heartland integrations?
AI augments these integrations by providing intelligent capabilities such as automated data validation, anomaly detection in financial transactions (e.g., potential fraud from Heartland), smart data mapping suggestions, and autonomous handling of common exceptions. This reduces manual effort, improves data quality, and enhances decision-making in both payment processing and accounting.

Security & Compliance FAQs

▸ Is the integration PCI DSS compliant?
Maintaining PCI DSS compliance is paramount for any system handling payment data. While Heartland itself is compliant, our integration strategy ensures end-to-end compliance by leveraging Heartland's tokenization, using secure data encryption (TLS 1.2+) for all data in transit, and implementing audited access controls within the iPaaS.

Error Handling FAQs

▸ What happens if an integration workflow fails between Sage 50 and Heartland?
A modern iPaaS includes comprehensive error handling. Failed transactions are typically logged, retried with configurable delays (exponential backoff), and if still unsuccessful, moved to a dead-letter queue for manual review. Automated alerts notify relevant teams, allowing for quick investigation and resolution, minimizing disruption to your financial operations.

Data Sync FAQs

▸ Can I synchronize customer data between my CRM, Heartland, and Sage 50?
Yes, a common integration pattern is to synchronize customer master data between your CRM (e.g., Salesforce), Heartland (for payment/loyalty), and Sage 50 (for billing). This ensures a single, consistent view of contact information, billing details, and credit terms across sales, marketing, and finance departments.

iPaaS Features FAQs

▸ How do low-code/no-code tools benefit Sage 50 & Heartland integrations?
Low-code/no-code tools empower business users and analysts to build, modify, and manage integration workflows visually, without extensive coding. This accelerates development cycles, reduces reliance on IT, and ensures that integration logic directly reflects evolving business requirements, making your operations more agile and responsive.
Implementation Timeline

Go live with Heartland + 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 Heartland 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 Heartland + 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 Heartland + 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 Heartland + 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.

Start Free Trial Request Live Demo