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Unify Your ERP & Payments: Infor CloudSuite & Chase Orbital Paymentech Integration

Automate order-to-cash, streamline financial reconciliation, and secure every transaction with a powerful, real-time integration.

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The Challenge

The Disconnect Between Your ERP and Payment Gateway

Managing financial operations with disparate Infor CloudSuite and Chase Orbital Paymentech systems leads to significant operational inefficiencies, data discrepancies, and compliance headaches. Without a seamless integration, businesses face a cascade of challenges that hinder growth and erode profitability.

  • Manual data entry for sales orders, payments, and refunds into Infor CloudSuite.
  • Delayed cash application and extended Days Sales Outstanding (DSO).
  • Complex, error-prone daily financial reconciliation processes.
  • Lack of real-time visibility into payment statuses and customer payment profiles.
  • Increased risk of chargebacks due to slow response times and data inconsistencies.
  • Compliance concerns (PCI DSS) when handling sensitive payment information across systems.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Infor CloudSuite & Chase Orbital Paymentech Integration

Our iPaaS-powered integration connects Infor CloudSuite's powerful ERP capabilities with Chase Orbital Paymentech's secure payment processing, automating end-to-end financial workflows. From real-time order processing and cash application to automated daily reconciliation and proactive chargeback management, achieve unparalleled efficiency and data accuracy.

  • Real-time Payment Authorization & Capture
  • Automated Cash Application to Infor CloudSuite Invoices
  • Daily Settlement Reconciliation & GL Posting
  • Customer Payment Profile Sync (Tokenized)
  • Automated Refund and Chargeback Processing Workflows
Implementation Timeline

Go live with Infor CloudSuite & Chase Orbital + Paymentech | Payments & ERP 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 Infor CloudSuite & Chase Orbital and Paymentech | Payments & ERP, 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 Infor CloudSuite & Chase Orbital + Paymentech | Payments & ERP deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Real-time Payment Authorization & Capture
  • Automated Cash Application to Infor CloudSuite Invoices
  • Daily Settlement Reconciliation & GL Posting
  • Customer Payment Profile Sync (Tokenized)
  • Automated Refund and Chargeback Processing Workflows
  • PCI DSS Compliant Data Handling via Tokenization

Technical Integration Details: Infor CloudSuite & Chase Orbital Paymentech

This integration leverages a modern iPaaS to orchestrate secure, efficient, and scalable data exchange between Infor CloudSuite and Chase Orbital Paymentech. It focuses on API-first connectivity, event-driven architecture, and robust data transformation to ensure seamless operation.

Data Flow Steps

Connectors Setup: Configure dedicated iPaaS connectors for Infor CloudSuite (using Infor ION, M3/LN APIs) and Chase Orbital Paymentech (using their REST APIs).

Authentication: Establish secure OAuth 2.0 or API key authentication for both systems, ensuring least-privilege access and token rotation.

Entity Mapping: Visually map key entities like Sales Order, Customer, Invoice, Payment, Transaction, SettlementBatch, and GL Entry, defining data transformations.

Workflow Design: Design event-driven workflows (e.g., 'Payment Captured' event triggers 'Create Payment in Infor CloudSuite' workflow) and scheduled flows (e.g., 'Daily Settlement Sync').

Error Handling: Implement comprehensive error handling, retry logic, and dead-letter queues for message durability and fault tolerance.

Testing & Deployment: Thoroughly test integrations in sandbox environments, then promote to production using CI/CD pipelines.

Monitoring: Set up real-time monitoring and alerts for performance, data quality, and security across all integration flows.

Data Touchpoints

Infor CloudSuite: Sales Order, Customer, Product, Invoice, Payment, General Ledger Entry, Vendor, Purchase Order, Shipment.
Chase Orbital Paymentech: Transaction, PaymentMethod, CustomerPaymentProfile, SettlementBatch, Refund, Chargeback.

"Infor CloudSuite <-> iPaaS <-> Chase Orbital Paymentech. Data flows include Sales Orders to Payment Requests, Payment Captures to Invoices/Payments, Refunds to GL Adjustments, and Daily Settlements to GL Entries. Webhooks and ION events drive real-time updates."

Pricing

Simple, transparent pricing for Infor CloudSuite & Chase Orbital + Paymentech | Payments & ERP.

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 Infor CloudSuite & Chase Orbital

Integrating Infor CloudSuite & Chase Orbital 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 Data Entities & Field-Level Mappings

A successful integration hinges on precise mapping of critical data entities. Our iPaaS provides a visual, low-code interface to define these mappings, ensuring data integrity and consistency between Infor CloudSuite and Chase Orbital Paymentech.

Sales Order (Infor M3/LN) / Order (Chase)

Links customer purchase requests to payment processing and financial records.

Infor CloudSuite & Chase Orbital Fields

SalesOrderNumber CustomerNumber OrderDate OrderTotal OrderStatus LineItems (SKU, Quantity, UnitPrice)

Paymentech | Payments & ERP Fields

orderId customerId totalAmount currency paymentStatus items[]

Mapping Notes

The `SalesOrderNumber` or a unique identifier from Infor CloudSuite must be mapped to Chase Orbital Paymentech's `orderId` for accurate transaction linkage and reconciliation. Line item details are crucial for capturing the correct payment amount.

Next Steps

See Infor CloudSuite & Chase Orbital + Paymentech | Payments & ERP 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 Payment Authorization & Cash Application

Automate the entire sales order lifecycle from an eCommerce platform through payment processing with Chase Orbital Paymentech and financial recording in Infor CloudSuite.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Order data (Order, Customer, Product) is pushed to Infor CloudSuite (e.g., Sales Order (Infor M3/LN)).
  3. 2 Payment authorization request is sent to Chase Orbital Paymentech (Transaction: Authorize).
  4. 3 Upon successful authorization, order status is updated in Infor CloudSuite, and inventory is allocated (Infor SCM/M3/LN).
  5. 4 Order fulfillment triggers payment capture request to Chase Orbital Paymentech (Transaction: Capture).
  6. 5 Successful capture triggers Payment (Infor FMS) creation and Invoice (Infor FMS/M3/LN) status update in Infor CloudSuite, with corresponding General Ledger Entry (Infor FMS) postings.

Business Outcome

Accelerated order processing, real-time cash application, accurate inventory management, and 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 Cash Flow
Automate payment authorization, capture, and cash application, significantly reducing Days Sales Outstanding (DSO) and improving liquidity.
Reduced Manual Errors
Eliminate manual data entry and reconciliation tasks, leading to fewer human errors, improved data quality, and accurate financial reporting.
Streamlined Reconciliation
Automatically retrieve Chase Orbital Paymentech settlement data and post detailed journal entries to Infor CloudSuite's General Ledger.
Enhanced Security & Compliance
Leverage Chase Orbital Paymentech's tokenization and PCI DSS best practices, ensuring sensitive payment data never touches your ERP.
Real-time Financial Visibility
Gain immediate insights into payment statuses, customer payment profiles, and financial transactions across your entire business.
Improved Customer Experience
Ensure accurate order processing, timely refunds, and a seamless payment experience for your customers.
Scalable Growth
Build a flexible integration foundation that scales with your transaction volumes and supports new business initiatives without custom coding bottlenecks.
✨

Accelerated Cash Flow

25% faster Cash Application

📋 What You Get

Automate payment authorization, capture, and cash application, significantly reducing Days Sales Outstanding (DSO) and improving liquidity.

💼 Business Impact

This benefit directly contributes to 25% faster improvement in Cash Application, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /infor/m3/api/v1/salesorders Create new sales orders in Infor M3 from external systems (e.g., eCommerce, CRM). Used for initial order creation before payment.
POST /infor/fms/api/v1/journalentries Post financial journal entries to Infor CloudSuite Financials from external GLs or sub-ledgers. Crucial for settlement reconciliation and payment postings.
POST /infor/fms/api/v1/payments Record customer payments against invoices in Infor FMS. Linked to successful payment captures in Chase Orbital Paymentech.
POST /infor/ion/api/v1/events Publish custom business events to the Infor ION message bus for event-driven integrations. Can also subscribe to ION events for real-time updates from Infor CloudSuite.
PATCH /infor/crm/api/v1/customers Update customer records in Infor CRM, including associated payment profiles (tokenized details).

⚡ Transformation Logic

  • Currency Conversion: Handle multi-currency transactions by converting Chase Orbital Paymentech amounts to Infor CloudSuite's base currency or relevant transaction currency.
  • Status Mapping: Translate payment statuses (e.g., 'Authorized', 'Captured', 'Refunded', 'Declined') from Chase Orbital Paymentech to corresponding Infor CloudSuite `Invoice` `PaymentStatus` values.
  • GL Account Derivation: Dynamically assign `General Ledger Entry` accounts based on transaction type (sales, fees, refunds) and other attributes from `SettlementBatch`.
  • Data Enrichment: Add additional context from Infor CloudSuite (e.g., customer segment, sales region) to Chase Orbital Paymentech transaction data for enhanced reporting.
  • Tokenization Handling: Ensure only tokenized payment data (last4, expiry, type, token) is transferred for `CustomerPaymentProfile` synchronization, never raw card numbers.

🛡️ Error Handling

  • Payment Gateway Decline: Handle payment declines with appropriate status updates in Infor CloudSuite and customer notifications.
  • Infor API Unavailable: Implement retries and circuit breakers to prevent cascading failures. Queue messages for later processing.
  • Data Format Mismatch: Use AI-assisted transformation to auto-correct common formatting issues or route to DLQ for manual review.
  • Duplicate Transactions: Ensure idempotency of API calls to prevent duplicate `Payment` or `Journal Entry` creation in Infor CloudSuite.
  • Chargeback Notifications: Automatically create a case in Infor CloudSuite (or a connected CRM) for immediate action upon chargeback receipt from Chase Orbital Paymentech.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What is the primary benefit of integrating Infor CloudSuite with Chase Orbital Paymentech?
The primary benefit is achieving seamless, real-time automation of your entire order-to-cash cycle and financial reconciliation. This eliminates manual data entry, accelerates cash flow, improves data accuracy in Infor CloudSuite, and ensures secure, PCI-compliant payment processing via Chase Orbital Paymentech.

Technical FAQs

▸ How does an iPaaS facilitate low-code/no-code workflows for this integration?
A modern iPaaS provides visual designers, pre-built connectors for both Infor CloudSuite and Chase Orbital Paymentech, and drag-and-drop mapping tools. This allows business analysts and non-developers to configure, test, and deploy complex integration workflows, like automated refunds or daily settlement postings, without writing extensive code, accelerating automation initiatives.
▸ What role does Infor ION play in this integration?
Infor ION (Intelligent Open Network) is Infor's middleware for asynchronous messaging and workflow. Our iPaaS can leverage ION's capabilities to subscribe to business events published by CloudSuite (e.g., 'Sales Order Created') or publish events to ION, enabling highly responsive, event-driven integrations and reducing the need for direct API polling.

Security FAQs

▸ How do you ensure data security during Infor CloudSuite and Chase Orbital Paymentech integrations?
Data security is paramount. We ensure PCI DSS compliance by leveraging Chase Orbital Paymentech's tokenization services, meaning raw card data never touches your ERP. We also use secure authentication (OAuth 2.0), encrypt all data in transit (TLS 1.2+), implement least-privilege access controls, and maintain comprehensive audit trails within the iPaaS.

Financial FAQs

▸ Can I automate daily financial reconciliation using this integration?
Absolutely. By integrating Chase Orbital Paymentech's daily settlement reports with Infor CloudSuite's General Ledger via an iPaaS, you can fully automate the reconciliation process. The iPaaS extracts settlement data (gross sales, fees, net amounts), transforms it into journal entries, and posts them to Infor FMS, significantly reducing manual effort and accelerating financial close cycles.
▸ Can this integration support multi-currency transactions?
Yes, the iPaaS is designed to handle multi-currency transactions. It can perform necessary currency conversions and ensure that payment amounts from Chase Orbital Paymentech are accurately reflected in Infor CloudSuite's base currency or the transaction's specific currency, adhering to your financial accounting rules.

AI FAQs

▸ How does AI enhance Infor CloudSuite and Chase Orbital Paymentech integrations?
AI augments integrations by providing intelligent data validation, anomaly detection in transaction flows (e.g., for fraud prevention), automated mapping suggestions, predictive exception handling, and smart routing of workflows. This reduces manual intervention, improves data quality, and makes integrations more resilient and proactive.

Performance FAQs

▸ How do you handle rate limits when integrating with Infor CloudSuite and Chase Orbital Paymentech APIs?
Rate limits are managed by implementing strategies within the iPaaS such as intelligent queuing and throttling of API requests, using exponential backoff for retries, and batching multiple operations into single API calls where supported by both Infor CloudSuite and Chase Orbital Paymentech, ensuring fair usage and system stability.
Pricing

Simple, transparent pricing for Infor CloudSuite & Chase Orbital + Paymentech | Payments & ERP.

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 Infor CloudSuite & Chase Orbital + Paymentech | Payments & ERP 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