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Unify Infor CloudSuite & Payeezy: Real-time Payments, Automated ERP

Streamline your entire order-to-cash cycle, automate financial reconciliation, and enhance security with a powerful, AI-driven integration between Infor CloudSuite and Payeezy.

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The Challenge

The Disconnect: Manual Payments & Fragmented ERP Financials

Without a robust integration, managing payments with Payeezy and financial records in Infor CloudSuite leads to significant operational inefficiencies, data silos, and compliance risks.

  • Delayed cash flow due to manual payment posting and invoice matching.
  • Error-prone data entry for transactions, refunds, and settlements into Infor CloudSuite.
  • Time-consuming daily reconciliation of Payeezy settlement reports with General Ledger entries.
  • Lack of real-time visibility into customer payment statuses and order fulfillment.
  • Increased PCI DSS compliance burden when handling raw payment data.
  • Fragmented customer view across payment and ERP systems, impacting service.
Integration Diagram
Solution Illustration
The Solution

Intelligent Automation: Bridging Infor CloudSuite and Payeezy with iPaaS

Our iPaaS-powered integration provides a robust, real-time bridge between Infor CloudSuite and Payeezy, automating financial workflows, ensuring data integrity, and accelerating your business cycles.

  • Bi-directional data synchronization for Orders, Payments, and Customers.
  • Real-time processing of authorizations, captures, sales, and refunds via Payeezy APIs.
  • Automated daily settlement report fetching and GL posting in Infor CloudSuite Financials.
  • Event-driven architecture leveraging Payeezy webhooks and Infor ION.
  • Advanced data mapping and transformation engine for complex business rules.
Implementation Timeline

Go live with Infor CloudSuite + Payeezy 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 and Payeezy, 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 + Payeezy 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 Orders, Payments, and Customers.
  • Real-time processing of authorizations, captures, sales, and refunds via Payeezy APIs.
  • Automated daily settlement report fetching and GL posting in Infor CloudSuite Financials.
  • Event-driven architecture leveraging Payeezy webhooks and Infor ION.
  • Advanced data mapping and transformation engine for complex business rules.
  • AI-enhanced fraud detection and chargeback management workflows.
  • Comprehensive monitoring, alerting, and error handling capabilities.

Robust Integration Architecture: Infor CloudSuite & Payeezy

Our integration leverages an API-first, event-driven architecture orchestrated by a modern iPaaS, ensuring secure, scalable, and real-time data flow between Infor CloudSuite and Payeezy.

Data Flow Steps

**1. Connectivity Setup:** Establish secure connections to Infor CloudSuite (via OAuth 2.0/API keys, Infor ION) and Payeezy (via OAuth 2.0/API keys, webhooks).

**2. Data Model Harmonization:** Define canonical data models and visually map entities like Sales Orders, Payments, Customers, and Invoices between systems.

**3. Workflow Design:** Use low-code/no-code tools to design event-driven or scheduled workflows for order-to-cash, refunds, and reconciliation.

**4. Transformation & Validation:** Implement data transformation logic, enrichment, and AI-driven validation rules within the iPaaS.

**5. Testing & Deployment:** Rigorously test workflows in a sandbox environment, then promote through a structured Dev → QA → Prod pipeline.

**6. Monitoring & Governance:** Configure real-time monitoring, alerts, and audit trails for continuous oversight and compliance.

Data Touchpoints

Payeezy: Payment Transaction, Customer, Order, Refund, Chargeback, Settlement Batch, Webhook Notification
Infor CloudSuite: Sales Order, Customer, Product, Invoice, Payment, General Ledger Entry, Shipment

"Customer Order/Payment Request -> Payeezy (Process Transaction) -> Payeezy Webhook/API -> iPaaS (Data Transformation, AI Validation) -> Infor CloudSuite API (Create Sales Order, Apply Payment, Post GL Entry) -> Infor CloudSuite (ERP Processing) -> Infor ION Event/API -> iPaaS (Status Updates/Reconciliation) -> Payeezy API (Refund/Void) / Payeezy Settlement Reports -> iPaaS (Reconciliation) -> Infor CloudSuite (GL Posting)"

Pricing

Simple, transparent pricing for Infor CloudSuite + Payeezy.

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

Integrating Infor CloudSuite 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 & Intelligent Mapping

The integration focuses on harmonizing critical financial and operational data entities between Infor CloudSuite and Payeezy, ensuring consistency and accuracy across your enterprise.

Payment Transaction / Payment

Synchronizing payment events from Payeezy to corresponding payment records in Infor CloudSuite.

Infor CloudSuite Fields

PaymentID InvoiceNumber CustomerNumber PaymentDate Amount PaymentMethod TransactionID

Payeezy Fields

transactionId amount currency transactionType transactionStatus orderId paymentMethodType timestamp

Mapping Notes

Payeezy's `transactionId` maps to Infor's `TransactionID`. Payeezy's `transactionType` (e.g., 'sale', 'authorize', 'capture', 'refund') determines the action in Infor (e.g., create Payment, apply Payment, create Credit Memo). `orderId` is critical for linking.

Next Steps

See Infor CloudSuite + Payeezy 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 Automation

Automate the entire sales order lifecycle from an external eCommerce platform, through Payeezy payment processing, into Infor CloudSuite for fulfillment, invoicing, and cash application.

Integration Steps:

  1. 0 Customer places order on eCommerce platform, initiating Payeezy payment.
  2. 1 Payeezy processes payment, sends real-time webhook notification to iPaaS.
  3. 2 iPaaS maps and creates 'Sales Order' in Infor CloudSuite (M3/LN).
  4. 3 Payment status from Payeezy updates 'Payment' record in Infor FMS.
  5. 4 Order fulfillment proceeds in Infor CloudSuite; 'Shipment' status updates.
  6. 5 Infor CloudSuite generates 'Invoice' and applies 'Payment'.
  7. 6 Daily Payeezy 'Settlement Batch' is reconciled and posted to 'General Ledger Entry' in Infor FMS.

Business Outcome

Accelerated order processing, real-time inventory updates, faster cash application, reduced manual effort, and improved customer satisfaction.

Frequency

Real-time (for orders/payments), Daily (for settlements)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerated Cash Flow
Automate payment capture and application directly into Infor CloudSuite, reducing days sales outstanding (DSO) and freeing up working capital.
Reduced Manual Errors
Eliminate manual data entry and reconciliation between Payeezy and Infor CloudSuite, drastically lowering human error rates and rework.
Enhanced Fraud Detection
Leverage real-time Payeezy transaction data with AI to proactively identify and mitigate fraudulent activities, protecting your revenue.
Streamlined Financial Reconciliation
Automate the matching of Payeezy settlement reports with Infor CloudSuite GL entries, cutting reconciliation time from days to minutes.
Simplified PCI DSS Compliance
Utilize Payeezy's tokenization services, reducing your PCI DSS scope by never storing sensitive card data in your Infor CloudSuite environment.
Real-time Financial Visibility
Gain immediate insights into payment statuses, order fulfillment, and cash positions directly within Infor CloudSuite.
Business Agility with Low-Code
Empower business users to quickly adapt and extend integration workflows without extensive coding, accelerating time-to-market for new initiatives.
✨

Accelerated Cash Flow

20-30% Reduction in DSO

📋 What You Get

Automate payment capture and application directly into Infor CloudSuite, reducing days sales outstanding (DSO) and freeing up working capital.

💼 Business Impact

This benefit directly contributes to 20-30% improvement in Reduction in DSO, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Infor CloudSuite + Payeezy 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 and Payeezy, 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 + Payeezy 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 /infor/m3/api/v1/salesorders Create new sales orders in Infor M3 from external systems (e.g., eCommerce, CRM).
PATCH /infor/scm/api/v1/inventory/items/{itemId}/locations/{locationId} Update inventory levels for a specific item at a given location in Infor SCM.
POST /infor/fms/api/v1/journalentries Post financial journal entries to Infor CloudSuite Financials from external GLs or sub-ledgers.
GET /infor/hcm/api/v1/employees Retrieve employee records from Infor CloudSuite HCM for HR data synchronization.
POST /infor/ion/api/v1/events Publish custom business events to the Infor ION message bus for event-driven integrations.

⚡ Transformation Logic

  • Concatenate Payeezy `firstName` + `lastName` -> Infor `CustomerName`.
  • Map Payeezy `transactionType` to specific Infor `PaymentMethod` codes or GL accounts.
  • Calculate `netAmount` for GL posting by subtracting `fees` from `totalAmount` in Payeezy settlement data.
  • Convert date/time formats from ISO 8601 (Payeezy) to Infor's expected format.
  • Lookup Infor `CustomerNumber` based on Payeezy `email` or `customerRef` for existing customers, create new if not found.

🛡️ Error Handling

  • **Payeezy Transaction Failure:** Payment declined, insufficient funds. iPaaS updates order status (e.g., 'Payment Failed') in Infor and notifies customer.
  • **Infor CloudSuite API Error:** Invalid data, missing required field. iPaaS logs error, routes to DLQ, and triggers alert. AI may suggest data correction.
  • **Network Interruption:** Transient connectivity issues. iPaaS initiates automated retries with exponential backoff.
  • **Settlement Discrepancy:** Mismatch between Payeezy batch total and Infor GL postings. iPaaS flags discrepancy, logs details, and alerts finance team for manual review.
Pricing

Simple, transparent pricing for Infor CloudSuite + Payeezy.

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 primary benefit of integrating Infor CloudSuite with Payeezy?
The primary benefit is achieving seamless, real-time automation of your entire order-to-cash cycle. This includes automated payment processing, real-time invoice creation, accelerated cash application, and streamlined financial reconciliation, all while enhancing data accuracy and security (PCI DSS compliance).

Technical FAQs

▸ How does an iPaaS facilitate the integration between Infor CloudSuite and Payeezy?
An iPaaS acts as a central hub, providing pre-built connectors for both Infor CloudSuite and Payeezy, visual drag-and-drop workflow designers, and robust data transformation tools. It orchestrates the flow of data, handles error management, monitors performance, and enables low-code/no-code development, making complex integrations efficient and manageable.

Security & Compliance FAQs

▸ How does this integration ensure PCI DSS compliance with Payeezy?
The integration leverages Payeezy's tokenization services. This means sensitive payment card data is never stored in your Infor CloudSuite or intermediary systems. Instead, non-sensitive tokens are used for transactions, significantly reducing your organization's PCI DSS compliance scope and enhancing data security.

Advanced Features FAQs

▸ Can I automate fraud detection and chargeback management with this integration?
Absolutely. By integrating Payeezy's real-time transaction data via webhooks into an iPaaS, you can feed this information to AI/ML services for anomaly detection and fraud scoring. The iPaaS can then trigger automated alerts, flag suspicious transactions, or even automatically decline payments. For chargebacks, it can automate case creation in Infor CloudSuite or a dedicated system, gather evidence, and notify relevant teams.

Data & Mapping FAQs

▸ What data entities are typically synchronized between Infor CloudSuite and Payeezy?
Key synchronized entities include 'Payment Transactions' (from Payeezy to Infor 'Payments'), 'Orders' (from Payeezy context to Infor 'Sales Orders'), 'Customers' (for unified profiles), 'Refunds' (processed via Payeezy and recorded in Infor), and 'Settlement Batches' (from Payeezy to Infor 'General Ledger Entries' for reconciliation).

AI & iPaaS FAQs

▸ How does AI enhance the data mapping and validation process?
AI co-pilots within the iPaaS can significantly enhance mapping and validation. They can suggest optimal field mappings between Infor CloudSuite and Payeezy schemas, infer business rules for data transformation, and proactively detect anomalies or missing data before it's ingested into Infor CloudSuite, improving data quality and reducing manual configuration.

Error Handling FAQs

▸ What happens if a Payeezy transaction fails or an Infor API experiences an error?
The integration includes robust error handling. For transient failures (e.g., network issues), automated retries with exponential backoff are implemented. For persistent errors (e.g., invalid data), the iPaaS routes messages to a dead-letter queue for manual review, triggers immediate alerts, and can even use AI to suggest automated remediation for common issues, ensuring no data loss and quick resolution.

Monitoring FAQs

▸ How can I monitor the health and performance of my Infor CloudSuite-Payeezy integrations?
A robust iPaaS provides centralized monitoring dashboards, real-time logging, and configurable alerts. You can track transaction volumes, error rates, latency, and resource utilization across all your Infor CloudSuite and Payeezy integration flows, enabling proactive identification and resolution of issues before they impact operations.
Next Steps

See Infor CloudSuite + Payeezy 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
Implementation Timeline

Go live with Infor CloudSuite + Payeezy 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 and Payeezy, 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 + Payeezy 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 Infor CloudSuite + Payeezy.

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 Infor CloudSuite + Payeezy 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