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Unify Infor M3 ERP & Payeezy Payments: Real-time Financial Automation

Eliminate manual reconciliation, accelerate cash flow, and secure transactions by seamlessly integrating Infor M3 with Payeezy via an intelligent iPaaS.

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The Challenge

The Disconnect Between ERP and Payments: Hindering Your Financial Velocity

In today's fast-paced digital economy, disconnected ERP and payment systems create significant operational friction. Manual data transfers, delayed reconciliation, and disparate data silos lead to inefficiencies, errors, and a lack of real-time financial visibility.

  • Manual data entry of payment information into Infor M3.
  • Delayed or inaccurate financial reconciliation of Payeezy transactions.
  • Lack of real-time visibility into payment statuses affecting order fulfillment.
  • Increased risk of human error in financial postings and refunds.
  • Compliance burden (PCI DSS) due to handling raw payment data.
  • Inefficient chargeback management and fraud detection.
Integration Diagram
Solution Illustration
The Solution

Seamless Infor M3 & Payeezy Integration with an Intelligent iPaaS

Our integration solution leverages a cutting-edge iPaaS to create a powerful, real-time connection between Infor M3's comprehensive ERP capabilities and Payeezy's secure payment processing. This eliminates manual touchpoints, automates critical financial workflows, and provides a single source of truth for all payment-related data, driving efficiency and compliance.

  • Bi-directional data synchronization for key entities.
  • Event-driven architecture for real-time updates.
  • Automated Order-to-Cash and Refund processing.
  • Intelligent financial reconciliation workflows.
  • PCI DSS compliant tokenization and secure data handling.
Implementation Timeline

Go live with Infor M3 & Payeezy: + ERP, Payments & Reconciliation 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 M3 & Payeezy: and ERP, Payments & Reconciliation, 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 M3 & Payeezy: + ERP, Payments & Reconciliation 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 key entities.
  • Event-driven architecture for real-time updates.
  • Automated Order-to-Cash and Refund processing.
  • Intelligent financial reconciliation workflows.
  • PCI DSS compliant tokenization and secure data handling.
  • AI-enhanced fraud detection and anomaly alerting.
  • Low-code/no-code interface for flexible workflow customization.
  • Centralized monitoring and error handling.

Infor M3 & Payeezy Integration Architecture: Real-time Data Synchronization

The integration between Infor M3 and Payeezy is built upon a modern iPaaS, acting as the central orchestration layer. It leverages Infor M3's robust APIs (via Infor OS) and Payeezy's comprehensive REST APIs and real-time webhooks to ensure secure, efficient, and accurate data flow, supporting both event-driven and scheduled synchronization patterns.

Data Flow Steps

Event Trigger: A business event occurs (e.g., new order in eCommerce, payment status change in Payeezy, inventory update in M3).

iPaaS Ingestion: The iPaaS receives the event, either via Infor ION/M3 APIs (polling/push) or Payeezy webhooks (push).

Data Transformation: The iPaaS's visual mapping engine transforms the incoming data from the source schema to the target system's schema, applying business rules and validations.

AI-Enhanced Validation: AI co-pilot proactively checks data quality, suggests corrections, and flags anomalies before data is sent.

Target System API Call: The iPaaS makes an authenticated API call to the target system (e.g., OIS100MI/AddHead in M3, /v1/transactions in Payeezy).

Error Handling & Retry: Robust mechanisms ensure transient errors are handled with retries and persistent errors are logged, alerted, and routed to dead-letter queues.

Status Update & Reconciliation: The iPaaS updates relevant records in both systems (e.g., M3 Sales Order status, Payeezy transaction status) and facilitates financial reconciliation.

Monitoring & Governance: All integration activities are logged, monitored, and governed from the iPaaS dashboard, ensuring compliance and performance.

Data Touchpoints

Infor M3: Customer (CRS610), Product (MMS200), Sales Order (OIS100), Purchase Order (PPS100), Inventory Balance (MMS080), Invoice (OIS300/PIS100), General Ledger Entry (GLS200).
Payeezy: Payment Transaction, Customer (contextual), Order (contextual), Payment Method Token, Refund, Chargeback, Settlement Batch, Webhook Notification.

"Infor M3 <--> iPaaS <--> Payeezy. Events from eCommerce trigger payment in Payeezy, webhook to iPaaS, iPaaS creates Sales Order in M3. Infor M3 updates trigger inventory sync. Payeezy settlements sync to M3 GL."

Pricing

Simple, transparent pricing for Infor M3 & Payeezy: + ERP, Payments & Reconciliation.

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
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Infor M3 & Payeezy:

Integrating Infor M3 & Payeezy: 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 & Intelligent Mapping for Infor M3 and Payeezy

Effective integration hinges on precise mapping of critical business entities between Infor M3 and Payeezy. Our iPaaS provides a visual, AI-augmented mapping canvas to transform and harmonize data, ensuring consistency and accuracy across your financial ecosystem.

Customer

Synchronizes customer details for accurate order processing and payment attribution. Ensures a unified customer view across sales, finance, and payments.

Infor M3 & Payeezy: Fields

[field, CUNO (Customer Number)],[description, Unique identifier] [field, CUNM (Customer Name)],[description, Customer full name] [field, EMAL (Email)],[description, Contact email] [field, ADID (Address ID)],[description, Billing/shipping address reference] [field, PHNO (Phone Number)],[description, Contact phone]

ERP, Payments & Reconciliation Fields

[field, customerId],[description, Internal Payeezy customer ID (if stored)] [field, firstName],[description, Customer first name] [field, lastName],[description, Customer last name] [field, email],[description, Customer email] [field, billingAddress],[description, Billing address details] [field, shippingAddress],[description, Shipping address details]

Mapping Notes

Map Payeezy customer details (from transaction payload) to Infor M3 CRS610. Implement logic to check for existing M3 customers before creating new ones. Ensure address types are correctly mapped (e.g., 'billing' to M3 address type). Payeezy `customerId` can be stored in a custom field on M3 `CRS610` for easy lookup.

Next Steps

See Infor M3 & Payeezy: + ERP, Payments & Reconciliation 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 Sales Order & Payment Automation

Connect your online storefront directly to Infor M3 via Payeezy. When a customer makes a purchase, the payment is securely processed, and a sales order is automatically created in M3, triggering fulfillment workflows and updating inventory in real-time.

Integration Steps:

  1. 0 Customer completes purchase on eCommerce site.
  2. 1 Payment initiated to Payeezy, card tokenized.
  3. 2 Payeezy authorizes/captures payment, sends webhook to iPaaS.
  4. 3 iPaaS creates/updates Customer (CRS610) in M3.
  5. 4 iPaaS creates Sales Order (OIS100) and lines in M3 (OIS100MI/AddHead, AddLine).
  6. 5 M3 updates Inventory (MMS080) and initiates fulfillment.

Business Outcome

Instantaneous order processing, reduced manual entry, accurate inventory levels, faster cash flow.

Frequency

Real-time, Event-driven

Business Value

Key Integration Benefits

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

Accelerated Order-to-Cash Cycle
Automate the entire sales process from online order to payment capture and M3 sales order creation, significantly reducing the time from sale to revenue recognition.
Enhanced Financial Accuracy & Reconciliation
Eliminate manual data entry errors and automate daily settlement reconciliation, ensuring precise financial reporting and faster close cycles in Infor M3.
Robust Security & PCI DSS Compliance
Leverage Payeezy's tokenization and secure iPaaS protocols to protect sensitive payment data, drastically reducing your PCI DSS compliance scope.
Real-time Payment & Order Visibility
Synchronize payment statuses from Payeezy to Infor M3 in real-time, providing immediate insights into order fulfillment and customer payment status.
Reduced Operational Costs & Manual Effort
Automate repetitive tasks like data entry, reconciliation, and refund processing, freeing up finance and operations teams for strategic initiatives.
Proactive Fraud Prevention with AI
Integrate AI-driven anomaly detection with Payeezy transactions to identify and mitigate fraud risks before they impact your business or Infor M3.
✨

Accelerated Order-to-Cash Cycle

30% Faster Cash Flow

📋 What You Get

Automate the entire sales process from online order to payment capture and M3 sales order creation, significantly reducing the time from sale to revenue recognition.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Cash Flow, 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 /m3/api-rest/execute/OIS100MI/AddHead Create a new Sales Order Header in Infor M3, crucial for eCommerce order ingestion.
POST /m3/api-rest/execute/OIS100MI/AddLine Add a new Sales Order Line to an existing Sales Order in Infor M3.
POST /m3/api-rest/execute/CRS610MI/Add Create a new Customer Master record in Infor M3.
GET /m3/api-rest/execute/MMS080MI/LstItemBal Retrieve item balances (inventory levels) from Infor M3 for stock updates.
POST /m3/api-rest/execute/GLS200MI/Add Post General Ledger Journal Entries into Infor M3 for financial reconciliation.
POST /m3/api-rest/execute/OIS300MI/Update Update Customer Invoice details or status in Infor M3.

⚡ Transformation Logic

  • Map eCommerce `orderId` to M3 `ORNO` or a custom reference field.
  • Concatenate Payeezy `firstName` and `lastName` to M3 `CUNM`.
  • Convert Payeezy `amount` to M3's decimal format and currency.
  • Map Payeezy `transactionStatus` (Approved, Declined, Refunded) to M3 `OIS100` status codes (e.g., 20, 90) or custom payment statuses.
  • Categorize Payeezy `fees` into specific M3 `GLS200` expense accounts.
  • Extract product SKUs from Payeezy order lines and map to M3 `ITNO` for sales order lines.

🛡️ Error Handling

  • Failed Payment: Payeezy declines a transaction; iPaaS updates eCommerce order status and prevents M3 Sales Order creation.
  • M3 API Unavailable: iPaaS retries with exponential backoff; if persistent, message goes to DLQ, and alerts are sent.
  • Data Validation Failure: Incoming data (e.g., invalid SKU) fails M3 schema validation; iPaaS logs error, sends alert, potentially corrects with AI, or routes to DLQ.
  • Reconciliation Mismatch: Payeezy settlement amount doesn't match sum of M3 payments; AI flags discrepancy for finance team review.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ What is the best way to integrate Infor M3 with Payeezy for payment processing?
The most effective way is through a modern iPaaS (Integration Platform as a Service). It acts as a central hub, leveraging Infor M3's APIs (via Infor OS) and Payeezy's REST APIs and webhooks to automate data flow, ensure real-time synchronization, and handle complex data transformations and error management securely.

Data Flow FAQs

▸ Does this integration support real-time payment status updates in Infor M3?
Yes, absolutely. By utilizing Payeezy's webhooks, the iPaaS receives immediate notifications for payment authorizations, captures, refunds, and declines. This allows for near real-time updates to Infor M3 Sales Order statuses, inventory levels, and financial records.

Security & Compliance FAQs

▸ How does the integration handle PCI DSS compliance with Payeezy?
PCI DSS compliance is paramount. The integration leverages Payeezy's tokenization services, meaning sensitive cardholder data is never stored in your systems. Instead, secure, non-sensitive tokens are used for transactions, significantly reducing your compliance scope. The iPaaS also ensures all data in transit is encrypted (TLS 1.2+).

Financial Automation FAQs

▸ Can this solution automate financial reconciliation between Payeezy settlements and Infor M3?
Yes, a core feature is automated reconciliation. The iPaaS fetches daily settlement reports from Payeezy, matches individual transactions against Infor M3 invoices and payments, and automatically posts reconciled entries to the General Ledger. AI-driven anomaly detection can also flag discrepancies for review.

Development & Agility FAQs

▸ Is low-code/no-code development possible for Infor M3 and Payeezy integrations?
Definitely. Modern iPaaS platforms offer intuitive low-code/no-code interfaces, empowering business analysts and citizen integrators to visually design, deploy, and manage complex Infor M3 and Payeezy workflows. This accelerates development, reduces IT backlog, and allows for greater business agility.

AI & Innovation FAQs

▸ How does AI enhance the Infor M3 and Payeezy integration?
AI significantly augments the integration by providing intelligent data mapping suggestions, real-time fraud and anomaly detection in Payeezy transactions, automated reconciliation discrepancy analysis, and smart error resolution. It transforms reactive problem-solving into proactive, predictive management.

Technical Details FAQs

▸ What are the key Infor M3 entities involved in this integration?
Key entities include Customer (CRS610), Sales Order (OIS100), Product/Item (MMS200), Inventory Balance (MMS080), Invoice (OIS300), and General Ledger Entry (GLS200). These are synchronized with Payeezy transaction data to ensure end-to-end financial and operational accuracy.

Error Handling FAQs

▸ How are errors and failures managed in the integration workflows?
Robust error handling is built-in. This includes comprehensive logging, configurable retry mechanisms with exponential backoff for transient errors, dead-letter queues for persistent messages, and automated alerting to notify relevant teams. AI can also suggest auto-resolutions for common error patterns.
Pricing

Simple, transparent pricing for Infor M3 & Payeezy: + ERP, Payments & Reconciliation.

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 M3 & Payeezy: + ERP, Payments & Reconciliation 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