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Dynamics SL & Vantiv: + Payments & ERP Sync Integration

Clarity Connect™ integrates Dynamics SL & Vantiv: with Payments & ERP Sync, 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 Dynamics SL & Vantiv: and Payments & ERP Sync 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 Dynamics SL & Vantiv: and Payments & ERP Sync.

  • Ability to map custom fields from Vantiv transaction metadata to custom fields in Dynamics SL (e.g., project codes, department IDs).
  • Support for additional customer attributes in Dynamics SL to be synced with Vantiv customer profiles.
Implementation Timeline

Go live with Dynamics SL & Vantiv: + Payments & ERP Sync 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 Dynamics SL & Vantiv: and Payments & ERP Sync, 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 Dynamics SL & Vantiv: + Payments & ERP Sync deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Ability to map custom fields from Vantiv transaction metadata to custom fields in Dynamics SL (e.g., project codes, department IDs).
  • Support for additional customer attributes in Dynamics SL to be synced with Vantiv customer profiles.

Robust & Scalable Integration Architecture for Dynamics SL and Vantiv

The integration leverages a modern iPaaS as the central nervous system, providing a secure, scalable, and resilient architecture. This ensures that the complex interplay between Microsoft Dynamics SL's financial core and Vantiv's payment processing is seamless and highly available.

Data Flow Steps

API-First Integration: Prioritizing Vantiv's comprehensive REST APIs for real-time operations.

Event-Driven Architecture: Utilizing Vantiv webhooks for immediate updates in Dynamics SL.

Canonical Data Model: Defining a standardized data structure within the iPaaS for key entities (Transaction, Customer) to simplify mapping.

Batch Processing: For high-volume, non-real-time operations like daily settlement report ingestion.

Idempotent Design: Ensuring all write operations are safe to retry without side effects.

Data Touchpoints

iPaaS Runtime Engine: Executes integration flows.
iPaaS Connectors: Pre-built, optimized connectors for Dynamics SL and Vantiv.
Data Transformation Engine: Handles schema mapping and data manipulation.
Workflow Orchestrator: Manages multi-step business processes.
Monitoring & Alerting Module: Provides real-time visibility and notifications.
Secrets Manager: Securely stores API keys and credentials.
Message Queues: For asynchronous processing and resilience (e.g., for Vantiv webhooks).
API Gateway: Manages external API access and security.

"Conceptual Diagram: 'eCommerce/CRM' -> 'iPaaS Platform' -> {'Microsoft Dynamics SL' | 'Vantiv'}. iPaaS acts as the middleware, connecting directly via APIs and consuming webhooks. A monitoring/alerting layer surrounds the iPaaS."

Pricing

Simple, transparent pricing for Dynamics SL & Vantiv: + Payments & ERP Sync.

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 Dynamics SL & Vantiv:

Integrating Dynamics SL & Vantiv: 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.

Transaction

A single payment event processed by Vantiv, linked to financial records in Dynamics SL.

Dynamics SL & Vantiv: Fields

Journal Entry (Batch Number, Transaction Date, Account, Debit/Credit) Invoice Number / Sales Order Number Customer ID Amount (currency) Payment Method (e.g., Credit Card, ACH) Reference Number (e.g., Vantiv Transaction ID) Status (e.g., Paid, Refunded, Voided)

Payments & ERP Sync Fields

transactionId merchantTransactionId (maps to SL Invoice/Order) amount currency status type (AUTH, CAPTURE, REFUND, VOID) paymentMethodType timestamp cardDetails (tokenized)

Mapping Notes

The Vantiv `merchantTransactionId` is crucial for linking back to Dynamics SL's Invoice or Sales Order number. Transaction `status` changes in Vantiv must trigger corresponding updates in SL to maintain accurate AR and GL. Amounts and currencies require precise mapping and handling of decimals.

Next Steps

See Dynamics SL & Vantiv: + Payments & ERP Sync 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 Vantiv Payment & ERP Sync

Seamlessly process online orders by integrating your eCommerce platform with Vantiv for payment authorization and then syncing successful transactions and order details directly into Microsoft Dynamics SL for accounting and inventory updates.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 iPaaS captures order details and payment information.
  3. 2 Payment details sent to Vantiv for authorization and capture via tokenization.
  4. 3 Vantiv processes payment and returns status.
  5. 4 iPaaS updates eCommerce order status (e.g., 'Paid').
  6. 5 iPaaS creates sales order/invoice in Dynamics SL, referencing Vantiv transaction ID.
  7. 6 Inventory levels updated in Dynamics SL.
  8. 7 Payment status and details (tokenized) reflected in Dynamics SL.

Business Outcome

Accelerated order processing, real-time inventory accuracy, reduced manual data entry, improved customer experience.

Frequency

Real-time (event-driven)

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /api/GL/JournalEntry Create new journal entries for payment settlements, fees, and refunds in Dynamics SL's General Ledger.
POST /api/AR/Invoice Create or update sales invoices in Dynamics SL based on successful eCommerce orders.
GET / POST / PUT /api/AR/Customer Retrieve customer details or update customer records with tokenized payment method references in Dynamics SL.
PUT /api/IN/Inventory Update inventory levels in Dynamics SL upon successful order and payment.
POST /api/AR/CreditMemo Initiate a credit memo in Dynamics SL, triggering a refund in Vantiv.

⚡ Transformation Logic

  • Vantiv `amount` to Dynamics SL Debit/Credit: Positive amounts (captures) become credits to Sales Revenue and debits to Bank Account; negative amounts (refunds) reverse this.
  • Vantiv `settlementDate` to Dynamics SL `TranDate` for journal entries.
  • Mapping Vantiv `cardType` (e.g., 'VISA') to Dynamics SL's internal payment method codes.
  • Concatenating customer `firstName` and `lastName` for Dynamics SL's 'Customer Name' field.
  • Applying tax calculation rules during order sync to ensure consistency between eCommerce and Dynamics SL.

🛡️ Error Handling

  • Vantiv API downtime: iPaaS retries with exponential backoff.
  • Invalid GL account in Dynamics SL: Transaction sent to dead-letter queue, finance team alerted.
  • Duplicate transaction submission: Prevented by Vantiv's idempotency key.
  • Data format mismatch: AI-assisted validation flags and suggests corrections.
  • Network connectivity issues: Circuit breaker pattern prevents cascading failures.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why integrate Microsoft Dynamics SL with Vantiv?
Integrating Dynamics SL with Vantiv automates your entire payment lifecycle, from processing customer transactions to daily financial reconciliation. It eliminates manual data entry, reduces errors, accelerates your financial close, enhances PCI DSS compliance, and provides real-time visibility into your payment operations.

Security & Compliance FAQs

▸ How does this integration help with PCI DSS compliance?
The integration leverages Vantiv's tokenization services, meaning sensitive cardholder data never touches your Microsoft Dynamics SL or internal systems. Only secure tokens are stored and exchanged, significantly reducing your PCI DSS scope and compliance burden. The iPaaS further ensures secure data handling and encryption.

Financial Operations FAQs

▸ Can I automate financial reconciliation between Vantiv settlements and Dynamics SL's General Ledger?
Absolutely. Our iPaaS fully automates this process. It retrieves daily settlement reports from Vantiv, parses the transaction data, applies predefined mapping and business rules, and automatically generates journal entries in Microsoft Dynamics SL's General Ledger, drastically speeding up your financial close and minimizing manual errors.

Data Sync FAQs

▸ What kind of data is synchronized between Dynamics SL and Vantiv?
Key entities synchronized include Transactions (authorizations, captures, refunds), Tokenized Payment Methods, Customer profiles, and Settlement Batches. The iPaaS ensures that order details from your eCommerce platform or CRM are linked to Vantiv transactions and subsequently to sales orders/invoices in Dynamics SL.

AI & Innovation FAQs

▸ How does AI enhance payment workflows with this integration?
AI augments Vantiv workflows by providing advanced fraud detection (real-time scoring, anomaly detection), optimizing payment routing for higher approval rates, automating exception handling in reconciliation, and predicting potential payment failures. AI also assists in auto-mapping data fields and suggesting transformation rules within the iPaaS.

Workflow FAQs

▸ Is it possible to manage refunds directly from Dynamics SL?
Yes. Our integration allows users to initiate refund requests directly within Microsoft Dynamics SL. The iPaaS captures this request, securely transmits it to Vantiv for processing, and then updates the refund status back in Dynamics SL and any other connected systems, ensuring consistent financial records.

Customization FAQs

▸ What if I have custom fields in Dynamics SL or specific business rules for payments?
The iPaaS platform is highly flexible. It supports mapping custom fields from Vantiv to Dynamics SL and vice-versa. Our low-code visual designer and powerful rules engine allow you to define and implement specific business logic, conditional routing, and advanced data transformations without writing complex code, ensuring the integration perfectly fits your unique needs.
Pricing

Simple, transparent pricing for Dynamics SL & Vantiv: + Payments & ERP Sync.

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 Dynamics SL & Vantiv: + Payments & ERP Sync 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