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Heartland + Sage Pay Integration

Clarity Connect™ integrates Heartland with Sage Pay , automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Heartland and Sage Pay through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Heartland and Sage Pay .

Implementation Timeline

Go live with Heartland + Sage Pay 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 Pay , 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 Pay deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Robust Integration Architecture

The integration architecture centers around a modern iPaaS platform acting as the central nervous system, connecting Heartland and Sage Pay (Opayo) with an event-driven, API-first approach to ensure scalability, reliability, and security.

Data Flow Steps

Event-Driven Architecture: Utilizing webhooks from both Heartland and Sage Pay (Opayo) for real-time updates, minimizing polling.

API-First Integration: Leveraging the full capabilities of RESTful APIs for programmatic access and control.

Canonical Data Model: Defining a standardized data structure within the iPaaS for common entities to simplify mappings and ensure consistency.

Idempotent Operations: Designing workflows to handle duplicate requests gracefully, especially for payment processing.

Circuit Breaker Pattern: To prevent cascading failures when one system becomes unresponsive.

Data Touchpoints

iPaaS Platform: Core orchestration engine, providing connectors, visual workflow design, data mapping, transformation, and monitoring.
Heartland Connector: Pre-built or custom connector for Heartland's APIs (Orders, Payments, Inventory, Customers, Webhooks).
Sage Pay (Opayo) Connector: Pre-built or custom connector for Opayo's RESTful APIs (Transactions, Refunds, Tokens, Webhooks).
Event Bus/Queue: For asynchronous processing and handling high volumes of transactions (e.g., Apache Kafka, RabbitMQ).
Secrets Manager: Securely stores API keys and credentials for both systems (e.g., AWS Secrets Manager, HashiCorp Vault).
Logging & Monitoring: Centralized system to track performance, errors, and data flow (e.g., Splunk, ELK Stack, iPaaS native dashboards).
AI/ML Engine: Integrated within iPaaS for fraud detection, mapping suggestions, and anomaly detection.

"Conceptual Diagram: Source Systems (eCommerce/CRM) -> iPaaS (Connectors, Data Mappers, Workflow Engine, AI Co-pilot, Monitoring) -> Heartland (POS/OMS) & Sage Pay (Opayo) -> Destination Systems (Accounting/ERP, Data Warehouse). Webhooks flow back from Heartland and Sage Pay to the iPaaS."

Pricing

Simple, transparent pricing for Heartland + Sage Pay .

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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Order

Represents a sales transaction, linking customer, product, and payment details.

Heartland Fields

OrderID CustomerID OrderDate TotalAmount Status LineItems[] PaymentStatus

Sage Pay Fields

orderId orderTotal currency customerEmail billingAddress shippingAddress orderStatus paymentMethodUsed

Mapping Notes

Heartland's 'OrderID' should map to Sage Pay's 'vendorTxCode' for traceability. Line item details are often handled within Heartland and not directly passed to Sage Pay, which focuses on the total amount. Ensure 'PaymentStatus' in Heartland is updated based on Sage Pay's 'status'.

Next Steps

See Heartland + Sage Pay 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.

End-to-End eCommerce Order-to-Cash

Automate the entire order lifecycle from an eCommerce platform: New orders flow to Heartland for inventory deduction and fulfillment, while payment processing is handled securely by Sage Pay (Opayo). Transaction statuses are updated across systems, and reconciled in accounting.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 Order details (customer, line items) are synced to Heartland POS/OMS.
  3. 2 Heartland triggers payment authorization request to Sage Pay (Opayo).
  4. 3 Sage Pay (Opayo) processes payment, returns transaction status.
  5. 4 Payment status updates Heartland order and eCommerce platform.
  6. 5 Heartland deducts inventory and initiates fulfillment.
  7. 6 Daily Sage Pay (Opayo) settlement data is reconciled with Heartland and accounting GL.

Business Outcome

Real-time order processing, accurate inventory, secure payment handling, and automated financial reconciliation, leading to faster order fulfillment and reduced manual effort.

Frequency

Real-time for orders/payments, daily for settlements

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST, GET, PUT /v1/orders Create, retrieve, and update sales orders for fulfillment and inventory sync.
POST, GET /v1/payments Process payments, retrieve transaction details, and manage payment statuses.
POST, GET, PUT /v1/customers Manage customer profiles, retrieve purchase history, and update contact information.
GET, PUT /v1/inventory Query and update stock levels for specific SKUs or locations.
GET /v1/reports/transactions Access daily/monthly transaction summaries for reconciliation.
POST /v1/webhooks Register and manage webhooks for real-time event notifications (e.g., `order.created`, `payment.succeeded`, `inventory.updated`).

⚡ Transformation Logic

  • Status Mapping: Standardize payment and order statuses across Heartland and Sage Pay (Opayo) (e.g., Opayo 'OK' → Heartland 'Paid').
  • Currency Conversion: If applicable, handle currency conversions and rounding rules consistently.
  • Address Normalization: Standardize address formats for customer profiles to ensure consistency between Heartland and CRM.
  • Transaction ID Cross-Referencing: Ensure Sage Pay's `transactionId` is stored as a reference in Heartland's payment/order entity for easy lookup during refunds or disputes.
  • Line Item Aggregation: For payment gateway, aggregate line item totals to a single order amount if Sage Pay only accepts total transaction value.

🛡️ Error Handling

  • Transient API Failures: Network timeouts, temporary service unavailability. Handled with retries.
  • Invalid Data Format: Incorrect data types or missing mandatory fields. Flagged for transformation correction or manual review.
  • Payment Gateway Rejection: Insufficient funds, expired card. Status updated in Heartland, customer notified.
  • Duplicate Transactions: Prevented by idempotency keys in API calls.
  • Reconciliation Mismatches: Differences between Sage Pay (Opayo) settlement and accounting records. Flagged for investigation.
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ What is the primary benefit of integrating Heartland with Sage Pay (Opayo)?
The primary benefit is achieving seamless, real-time synchronization between your Heartland POS/OMS and Sage Pay (Opayo) payment processing. This eliminates manual data entry, reduces errors, accelerates financial reconciliation, and provides a unified view of orders and payments across all channels.

Financial FAQs

▸ How does this integration handle payment reconciliation?
Our iPaaS automates payment reconciliation by retrieving daily settlement reports from Sage Pay (Opayo) and matching them against individual transactions recorded in Heartland and your accounting system's General Ledger. This identifies discrepancies, automates journal entries, and significantly speeds up your financial close process.

Security FAQs

▸ Is the integration PCI DSS compliant?
Yes, both Heartland and Sage Pay (Opayo) are PCI DSS compliant service providers. Our iPaaS solution is designed to maintain this compliance by utilizing tokenization services from both systems, ensuring sensitive cardholder data never directly touches your internal systems. We adhere to best practices for data encryption and security.

Workflows FAQs

▸ Can I process refunds and returns automatically through this integration?
Absolutely. The integration supports automated refund processing. When a refund is initiated in Heartland or your ERP, the iPaaS sends the request to Sage Pay (Opayo) referencing the original transaction. Once processed, all systems (Heartland, ERP, CRM) are updated in real-time to reflect the refund status.

Technology FAQs

▸ How does low-code/no-code benefit this integration?
Low-code/no-code platforms empower business users and analysts to build, customize, and manage Heartland and Sage Pay (Opayo) integration workflows without extensive coding. This accelerates development cycles, reduces reliance on IT, and allows business experts to directly implement their operational logic, fostering agility and innovation.

AI FAQs

▸ What role does AI play in enhancing this integration?
AI significantly augments the integration by providing intelligent fraud detection for Sage Pay (Opayo) payments, suggesting optimal data mappings, automating anomaly detection in reconciliation, and predicting demand for Heartland inventory. This leads to smarter, more resilient, and proactive integration workflows.

Technical FAQs

▸ How are API rate limits handled for Heartland and Sage Pay (Opayo)?
Our iPaaS employs intelligent strategies to manage API rate limits, including queuing requests, intelligent batching for non-real-time updates, and exponential backoff for retries. By leveraging webhooks for event-driven updates, we also minimize unnecessary API calls, ensuring smooth operation within rate limits.

Scalability FAQs

▸ Can this integration support multi-store or multi-currency operations?
Yes, the integration is designed to support complex business environments. By leveraging Heartland's location management and Sage Pay (Opayo)'s multi-currency capabilities, the iPaaS can orchestrate data flows and transformations to handle multiple stores, different currencies, and localized tax rules, providing a unified view across your entire enterprise.
Pricing

Simple, transparent pricing for Heartland + Sage Pay .

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /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 Pay 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