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Infor CloudSuite & PayTrace: Seamless Payment Processing & Financial Harmony

Automate your entire order-to-cash cycle, accelerate reconciliation, and enhance PCI compliance by connecting Infor CloudSuite ERP with PayTrace's secure payment gateway through a powerful iPaaS.

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The Challenge

The Disconnect: Manual Payments & Delayed Financials

In today's fast-paced business environment, disjointed payment processing and ERP systems create significant operational friction. Without a robust integration, organizations face a myriad of challenges that hinder efficiency, accuracy, and growth.

  • Manual data entry of payment transactions into Infor CloudSuite from PayTrace.
  • Delayed or inaccurate financial reconciliation and cash application processes.
  • Risk of PCI DSS non-compliance due to storing sensitive cardholder data.
  • Lack of real-time visibility into cash flow and transaction statuses.
  • Inefficient handling of refunds, chargebacks, and recurring billing.
  • Increased potential for human error in financial postings and customer records.
  • IT bottlenecks from custom, point-to-point integrations that are difficult to maintain.
Integration Diagram
Solution Illustration
The Solution

Unified Finance: Infor CloudSuite & PayTrace Integration with iPaaS

Our powerful iPaaS solution bridges the gap between Infor CloudSuite and PayTrace, creating a unified financial ecosystem that automates payment processing, streamlines reconciliation, and ensures data integrity across your enterprise. Leverage pre-built connectors, low-code tools, and AI-driven intelligence to transform your financial operations.

  • Bi-directional data synchronization for customers, payments, and invoices.
  • Real-time transaction processing and status updates from PayTrace to Infor CloudSuite.
  • Automated cash application and general ledger posting.
  • Secure payment tokenization for PCI DSS compliance.
  • Event-driven architecture for instant updates (webhooks from PayTrace, Infor ION).
Implementation Timeline

Go live with Infor CloudSuite + PayTrace 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 PayTrace, 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 + PayTrace 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, payments, and invoices.
  • Real-time transaction processing and status updates from PayTrace to Infor CloudSuite.
  • Automated cash application and general ledger posting.
  • Secure payment tokenization for PCI DSS compliance.
  • Event-driven architecture for instant updates (webhooks from PayTrace, Infor ION).
  • Comprehensive error handling and retry mechanisms.
  • Visual, low-code/no-code workflow design for business agility.

Technical Integration: Infor CloudSuite & PayTrace via iPaaS

Our iPaaS acts as the intelligent orchestration layer, facilitating secure, reliable, and scalable data exchange between Infor CloudSuite and PayTrace. This section details the technical aspects of this critical integration.

Data Flow Steps

**System Connection:** Establish secure connections to Infor CloudSuite APIs (e.g., M3, FMS, SCM, HCM) and PayTrace APIs using dedicated iPaaS connectors.

**Authentication & Authorization:** Configure OAuth 2.0 (for Infor) and API Keys/User ID & Password (for PayTrace) within the iPaaS's secure credential vault.

**Event Listener/Polling:** Set up webhooks in PayTrace to push real-time transaction events (sales, refunds, chargebacks) to the iPaaS. For Infor CloudSuite, utilize Infor ION for event-driven updates or schedule API polling for batch data where real-time is not critical.

**Data Mapping & Transformation:** Use the iPaaS's visual mapping canvas to define how data entities (e.g., Customer, Sales Order, Transaction, Payment) from one system correspond to the other. Apply necessary transformations (e.g., data type conversion, aggregation, enrichment).

**Workflow Orchestration:** Design multi-step workflows. For instance, a 'successful payment' event from PayTrace triggers a sequence of actions: lookup Infor customer, create/update Payment in Infor FMS, update Invoice status, post GL entry.

**Error Handling & Monitoring:** Implement robust error handling (retries, dead-letter queues) and configure real-time monitoring and alerts for any integration failures or performance bottlenecks.

**Deployment & Governance:** Deploy tested integration flows from Dev to QA to Production environments using a structured CI/CD pipeline, ensuring version control and auditability.

Data Touchpoints

**Infor CloudSuite:** Sales Order, Customer, Product/Item Master, Invoice, Payment, Purchase Order, Vendor, General Ledger Entry, Employee, Shipment.
**PayTrace:** Transaction, Customer Profile, Payment Method (Tokenized), Order / Invoice, Refund, Settlement Batch, Merchant Account, Chargeback, Subscription, Authorization, Webhooks Configuration.

"Infor CloudSuite <--- (iPaaS) ---> PayTrace 1. eCommerce/CRM (Order) -> iPaaS -> Infor CloudSuite (Sales Order, Customer) 2. Customer Payment -> PayTrace (Transaction, Tokenization) -> iPaaS (Webhook) 3. iPaaS -> Infor CloudSuite (Payment, Invoice Status Update, GL Entry) 4. Infor CloudSuite (Refund Request) -> iPaaS -> PayTrace (Refund Transaction) 5. PayTrace (Settlement Batch) -> iPaaS -> Infor CloudSuite (GL Reconciliation)"

Pricing

Simple, transparent pricing for Infor CloudSuite + PayTrace.

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 Entities & Data Mapping for Infor CloudSuite & PayTrace Integration

Seamless data flow relies on precise mapping between Infor CloudSuite's comprehensive ERP entities and PayTrace's payment-centric records. Our iPaaS provides visual tools for this critical process, often augmented by AI for intelligent suggestions.

Customer

Synchronizes customer details for accurate billing, payment processing, and unified customer records.

Infor CloudSuite Fields

{ "field": "CustomerNumber", "description": "Unique identifier for the customer in Infor CloudSuite." } { "field": "CustomerName", "description": "Full name of the customer." } { "field": "Email", "description": "Customer's contact email." } { "field": "PhoneNumber", "description": "Customer's contact phone number." } { "field": "BillingAddress", "description": "Customer's billing address." } { "field": "ShippingAddress", "description": "Customer's shipping address." } { "field": "CreditLimit", "description": "Customer's credit limit (Infor FMS)." }

PayTrace Fields

{ "field": "customerId", "description": "Unique identifier for the customer profile in PayTrace." } { "field": "firstName", "description": "Customer's first name." } { "field": "lastName", "description": "Customer's last name." } { "field": "email", "description": "Customer's email address." } { "field": "billingAddress", "description": "Customer's billing address (for payment)." } { "field": "shippingAddress", "description": "Customer's shipping address (optional)." } { "field": "paymentMethodTokens[]", "description": "Array of tokenized payment methods associated with the customer." }

Mapping Notes

Typically, Infor CloudSuite acts as the master for core customer data. PayTrace 'Customer Profile' is created/updated for payment processing and token storage. A unique identifier (e.g., Infor CustomerNumber) should be stored in PayTrace's customerId or a custom field for easy lookup. Bidirectional sync for address updates is often required.

Next Steps

See Infor CloudSuite + PayTrace 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 Sales Order to Payment Automation

Automate the flow of sales orders from your CRM or eCommerce platform into Infor CloudSuite, process payments securely via PayTrace, and automatically update invoices and the General Ledger, ensuring a seamless order-to-cash cycle.

Integration Steps:

  1. 0 Sales Order created in CRM/eCommerce.
  2. 1 iPaaS pushes Sales Order to Infor CloudSuite (POST /infor/m3/api/v1/salesorders).
  3. 2 Customer proceeds to payment, details sent to PayTrace for tokenization and transaction processing (POST /v1/tokens, POST /v1/transactions/sale).
  4. 3 PayTrace webhook notifies iPaaS of successful transaction.
  5. 4 iPaaS retrieves PayTrace Transaction details.
  6. 5 iPaaS creates Payment in Infor CloudSuite (POST /infor/fms/api/v1/payments) linked to the Infor Sales Order/Invoice.
  7. 6 Infor CloudSuite Invoice status updated to 'Paid'.
  8. 7 iPaaS posts corresponding General Ledger Entries in Infor FMS (POST /infor/fms/api/v1/journalentries).

Business Outcome

Accelerated revenue recognition, reduced manual effort in order processing, elimination of payment-related errors, 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.

Accelerate Cash Flow & Reconciliation
Automate payment posting from PayTrace to Infor CloudSuite, reducing manual effort and accelerating cash application by up to 80%.
Boost Operational Efficiency
Eliminate manual data entry for payments, refunds, and customer updates, saving finance teams hundreds of hours monthly and reducing errors by 90%.
Ensure PCI DSS Compliance
Leverage PayTrace's tokenization to keep sensitive card data out of your systems, significantly reducing your PCI scope and enhancing security.
Gain Real-time Financial Visibility
Synchronize transaction data instantly, providing up-to-the-minute insights into cash position, sales, and customer payment statuses.
Enhance Data Accuracy & Integrity
Automated, validated data flows prevent discrepancies between Infor CloudSuite and PayTrace, ensuring reliable financial reporting.
Future-Proof Scalability
A flexible iPaaS architecture allows your payment and ERP integrations to scale effortlessly with business growth and evolving needs.
✨

Accelerate Cash Flow & Reconciliation

80% Faster Cash Application

📋 What You Get

Automate payment posting from PayTrace to Infor CloudSuite, reducing manual effort and accelerating cash application by up to 80%.

💼 Business Impact

This benefit directly contributes to 80% improvement in Faster Cash Application, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Infor CloudSuite + PayTrace 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 PayTrace, 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 + PayTrace 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).
POST /infor/fms/api/v1/payments Create new payment records in Infor CloudSuite Financials.
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

  • **Currency Conversion:** Automatically convert transaction amounts to Infor CloudSuite's base currency if PayTrace processes in multiple currencies.
  • **Status Mapping:** Map PayTrace transaction statuses (e.g., 'Approved', 'Refunded', 'Declined') to Infor CloudSuite's payment/invoice statuses (e.g., 'Paid', 'Credit Memo Issued', 'Payment Failed').
  • **GL Account Determination:** Dynamically assign Infor GL accounts based on PayTrace transaction type (e.g., sales, refunds, fees) and product categories from Infor.
  • **Data Enrichment:** Enrich PayTrace transaction data with additional details from Infor CloudSuite (e.g., customer segment, sales region) before posting to GL for richer analytics.
  • **PCI Compliance Masking:** Ensure sensitive card data is never stored, only PayTrace tokens are referenced.
  • **Address Normalization:** Standardize customer billing and shipping addresses for consistency across both systems.

🛡️ Error Handling

  • **Transaction Decline:** PayTrace declines a payment. iPaaS updates Infor CloudSuite invoice status to 'Payment Failed' and triggers dunning.
  • **Missing Invoice:** PayTrace transaction references an `orderId/invoiceId` not found in Infor CloudSuite. iPaaS quarantines the transaction for manual review.
  • **Rate Limit Exceeded:** Too many API calls to Infor CloudSuite. iPaaS queues requests and implements exponential backoff.
  • **Invalid GL Account:** Transformed PayTrace data maps to a non-existent GL account in Infor FMS. iPaaS flags the entry for correction.
  • **Network Interruption:** Temporary connectivity loss. iPaaS retries the operation with increasing delays.
Pricing

Simple, transparent pricing for Infor CloudSuite + PayTrace.

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 PayTrace via an iPaaS?
The primary benefit is achieving seamless, real-time data flow and process automation across your ERP and payment gateway. An iPaaS centralizes integration management, automates payment posting, accelerates reconciliation, ensures PCI compliance, and provides robust monitoring, ultimately boosting operational efficiency and financial accuracy.

Security & Compliance FAQs

▸ How does this integration ensure PCI DSS compliance?
The integration leverages PayTrace's secure tokenization services. This means sensitive cardholder data never enters or is stored in your Infor CloudSuite or other internal systems. Only secure, non-sensitive tokens are stored, significantly reducing your PCI compliance scope and enhancing data security.

Use Cases FAQs

▸ Can I automate recurring billing with Infor CloudSuite and PayTrace?
Absolutely. By integrating PayTrace's tokenized payment methods and recurring billing functionalities with Infor CloudSuite (or a connected CRM) via an iPaaS, you can fully automate subscription renewals, scheduled payments, and associated financial postings, improving cash flow predictability and reducing manual effort.

AI & Automation FAQs

▸ What role does AI play in Infor CloudSuite and PayTrace integrations?
AI significantly enhances integrations by providing intelligent data validation, anomaly detection in transaction flows, automated mapping suggestions, predictive exception handling, and smart routing of payment exceptions. This reduces manual intervention, improves data quality, and makes integrations more resilient and proactive.

Performance FAQs

▸ How do you handle API rate limits when integrating with Infor CloudSuite and PayTrace?
Our iPaaS manages rate limits by implementing intelligent queuing and throttling of API requests, using exponential backoff for retries, and batching multiple operations into single API calls where supported. This ensures fair usage, system stability, and consistent performance during high-volume periods.

Customization FAQs

▸ Is it possible to customize the integration workflows?
Yes, our iPaaS offers extensive customization capabilities. Using low-code/no-code visual designers, you can easily extend standard workflows, add custom business logic, define conditional routing, map custom fields, and apply specific transformation rules to meet your unique operational and financial requirements.

Monitoring & Support FAQs

▸ How do I monitor the health and performance of my Infor CloudSuite and PayTrace 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 integration flows, enabling proactive identification and resolution of issues before they impact your business.
Next Steps

See Infor CloudSuite + PayTrace 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 + PayTrace 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 PayTrace, 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 + PayTrace 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 + PayTrace.

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 + PayTrace 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