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Kashflow + Sage Pay Integration

Clarity Connect™ integrates Kashflow 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 Kashflow 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 Kashflow and Sage Pay .

  • Map custom fields from Sage Pay (Opayo) transaction data to Kashflow `Sales Invoice` or `Customer` custom fields.
  • Define custom fields in Kashflow to store additional payment metadata from Opayo (e.g., fraud scores, specific payment gateway references).
Implementation Timeline

Go live with Kashflow + 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 Kashflow 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 Kashflow + Sage Pay deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Map custom fields from Sage Pay (Opayo) transaction data to Kashflow `Sales Invoice` or `Customer` custom fields.
  • Define custom fields in Kashflow to store additional payment metadata from Opayo (e.g., fraud scores, specific payment gateway references).

Robust Integration Architecture for Kashflow & Sage Pay (Opayo)

The recommended architecture for integrating Kashflow and Sage Pay (Opayo) is built around a modern, cloud-native iPaaS. This approach ensures scalability, security, and flexibility, allowing businesses to connect disparate systems with ease and introduce AI-driven intelligence.

Data Flow Steps

Event-Driven Architecture: Leveraging Sage Pay (Opayo) webhooks for real-time processing.

Publish-Subscribe: iPaaS subscribes to payment events from Opayo.

Canonical Data Model: Standardizing data formats within the iPaaS before mapping to Kashflow.

API Gateway Pattern: For secure, managed access to Kashflow and Opayo APIs via iPaaS connectors.

Data Touchpoints

Sage Pay (Opayo) Payment Gateway: Source of payment transactions and refunds.
iPaaS Platform: Orchestrates data flow, transformations, error handling, and monitoring.
Kashflow Accounting System: Destination for payment and customer data.
Webhooks: Real-time event notifications from Sage Pay (Opayo) to iPaaS.
REST APIs: For communication between iPaaS and Kashflow, and for initiating refunds in Sage Pay (Opayo).
Secrets Management: Secure storage for API keys and credentials.
Logging & Monitoring: Centralized system for visibility and alerts.

"A central iPaaS platform connects Sage Pay (Opayo) and Kashflow. Sage Pay (Opayo) leverages webhooks to push real-time transaction events to the iPaaS. The iPaaS then uses Kashflow's REST API to update accounting records. Data flows unidirectionally from Sage Pay (Opayo) to Kashflow for payments, with the iPaaS handling all transformations, error handling, and monitoring."

Pricing

Simple, transparent pricing for Kashflow + 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 Kashflow

Integrating Kashflow 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.

Payment Transaction

The core financial event representing money received via Sage Pay (Opayo).

Kashflow Fields

PaymentID InvoiceID Amount PaymentDate Method BankID

Sage Pay Fields

transactionId vendorTxCode amount currency status transactionType customerEmail paymentMethod cardType createdDate

Mapping Notes

Sage Pay's `transactionId` and `vendorTxCode` are critical for mapping to Kashflow's `PaymentID` and associated `InvoiceID`. The `amount` and `currency` must be precisely matched. Sage Pay's `status` (e.g., 'OK', 'PENDING', 'FAILED') maps directly to Kashflow's payment status or triggers specific actions. The `customerEmail` can be used to link to existing Kashflow `Customer` records.

Next Steps

See Kashflow + 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.

Integration Steps:

Business Outcome

Frequency

Implementation Timeline

Go live with Kashflow + 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 Kashflow 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 Kashflow + Sage Pay 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

⚡ Transformation Logic

  • Currency conversion (if applicable) handled by iPaaS before posting to Kashflow.
  • Mapping Sage Pay `transactionType` (e.g., 'Payment', 'Refund') to Kashflow `Payment` or `Journal Entry` types.
  • Extracting `vendorTxCode` to parse Kashflow `InvoiceNumber` for accurate matching.
  • Standardizing address formats for customer synchronization.

🛡️ Error Handling

  • Kashflow API downtime or slow response times.
  • Invalid data received from Sage Pay (Opayo) (e.g., missing `vendorTxCode`).
  • Rate limits exceeded on either Kashflow or Sage Pay (Opayo) APIs.
  • Network connectivity issues between iPaaS and systems.
  • Kashflow `InvoiceID` not found for a payment transaction.
Pricing

Simple, transparent pricing for Kashflow + 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
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What is the primary benefit of integrating Kashflow with Sage Pay (Opayo)?
The primary benefit is real-time automation of payment processing and reconciliation. This eliminates manual data entry, reduces errors, accelerates cash flow, and provides accurate, up-to-date financial records in Kashflow based on Sage Pay (Opayo) transactions.

AI & iPaaS FAQs

▸ How does an AI-powered iPaaS enhance this integration?
An AI-powered iPaaS significantly enhances the integration by offering intelligent features like auto-suggested field mappings, anomaly detection for payments, smart error resolution, and predictive insights for financial data. This speeds up setup, improves data quality, and reduces manual oversight.

Use Cases FAQs

▸ Can I use this integration for my eCommerce store that uses Sage Pay (Opayo)?
Absolutely. This integration is ideal for eCommerce. It automates the flow from your online store (processing payments via Opayo) directly into Kashflow, ensuring sales orders are recorded as invoices, payments are posted, and customer data is synchronized in real-time.

Security & Compliance FAQs

▸ Is the integration PCI DSS compliant?
Yes, Sage Pay (Opayo) is PCI DSS Level 1 compliant. Our iPaaS solution adheres to strict security standards, leveraging Opayo's tokenization to ensure sensitive cardholder data never touches your systems, thereby helping you maintain your own PCI compliance.

Workflow FAQs

▸ How does the integration handle refunds and chargebacks?
The iPaaS automates refund processing: when a refund is initiated in Opayo, a corresponding negative payment or credit note is created in Kashflow. For chargebacks, the iPaaS can trigger alerts and integrate with case management systems to streamline dispute resolution and record the event in Kashflow.

Implementation FAQs

▸ Do I need coding skills to set up this integration?
No, our solution is built on a low-code/no-code iPaaS platform. This means business users, finance professionals, or citizen integrators can visually design, configure, and manage complex workflows using drag-and-drop interfaces, significantly reducing reliance on developers.

Error Handling FAQs

▸ What happens if there's an error during data synchronization?
The iPaaS has robust error handling. It includes automated retries with exponential backoff for transient issues, detailed logging, dead-letter queues for messages that require manual review, and configurable alerts to notify your team of any critical integration failures, ensuring data integrity.

Reconciliation FAQs

▸ Can I reconcile daily Sage Pay (Opayo) settlements with Kashflow automatically?
Yes, a key feature of this integration is automating daily settlement reconciliation. The iPaaS can download Opayo's settlement reports, match individual transactions against Kashflow entries, and flag any discrepancies for your review, greatly speeding up month-end close.
Implementation Timeline

Go live with Kashflow + 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 Kashflow 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 Kashflow + Sage Pay 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 Kashflow + 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
Next Steps

See Kashflow + 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