Integration Hero
Connect™

Unify Odoo ERP & Chase Orbital Paymentech for Flawless Financial Automation

Streamline payments, automate reconciliation, and gain real-time financial clarity across your enterprise with intelligent, low-code integration.

Get Pricing

See how it works
The Challenge

The Disconnect: Manual Payments & Fragmented ERP Financials

Managing payments and financial reconciliation between a robust ERP like Odoo and a powerful payment gateway like Chase Orbital Paymentech often involves significant manual effort, leading to inefficiencies, errors, and delayed insights. This fragmentation hinders real-time financial visibility and compliance.

  • Manual Payment Processing: Sales orders in Odoo require manual payment initiation, leading to delays and potential human error.
  • Reconciliation Headaches: Daily settlement reports from Chase Orbital Paymentech demand tedious manual entry and reconciliation against Odoo's invoices and General Ledger.
  • Delayed Financial Reporting: Disconnected systems mean financial data is not real-time, slowing down month-end close and critical decision-making.
  • Compliance & Security Risks: Handling sensitive payment data manually increases the risk of non-compliance with PCI DSS and potential data breaches.
  • Inefficient Refund & Chargeback Management: Manual processing of refunds and chargebacks is slow, impacting customer satisfaction and increasing operational costs.
Integration Diagram
Solution Illustration
The Solution

Seamless Payments & Automated Financials with Odoo ERP and Chase Orbital Paymentech Integration

Our intelligent integration solution bridges the gap between Odoo ERP and Chase Orbital Paymentech, transforming fragmented financial processes into a unified, automated workflow. Powered by a modern iPaaS, it ensures real-time data synchronization, robust reconciliation, and enhanced financial control.

  • Real-time Payment Processing: Automate payment authorizations and captures directly from Odoo sales orders.
  • Automated Financial Reconciliation: Seamlessly import Chase Orbital Paymentech settlement data into Odoo for daily reconciliation.
  • Unified Customer & Transaction Data: Synchronize customer payment profiles and transaction details for a single source of truth.
  • Streamlined Refund & Chargeback Workflows: Automate refund processing and proactively manage chargebacks.
  • PCI DSS Compliant & Secure: Leverage tokenization for secure handling of sensitive payment information.
Implementation Timeline

Go live with Odoo ERP & Chase + Orbital Paymentech | Streamline Payments 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 Odoo ERP & Chase and Orbital Paymentech | Streamline Payments, 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 Odoo ERP & Chase + Orbital Paymentech | Streamline Payments deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Real-time Payment Processing: Automate payment authorizations and captures directly from Odoo sales orders.
  • Automated Financial Reconciliation: Seamlessly import Chase Orbital Paymentech settlement data into Odoo for daily reconciliation.
  • Unified Customer & Transaction Data: Synchronize customer payment profiles and transaction details for a single source of truth.
  • Streamlined Refund & Chargeback Workflows: Automate refund processing and proactively manage chargebacks.
  • PCI DSS Compliant & Secure: Leverage tokenization for secure handling of sensitive payment information.
  • AI-Enhanced Data Validation: Utilize AI to detect anomalies and ensure data accuracy in financial transactions.
  • Low-Code/No-Code Workflow Design: Empower business users to build and adapt integration flows visually.

Technical Integration Details & Flow

Our integration solution leverages the robust APIs of both Odoo ERP and Chase Orbital Paymentech, orchestrated by a flexible iPaaS, to ensure secure, scalable, and real-time data exchange. This section outlines the technical underpinnings and data flow architecture.

Data Flow Steps

1. Configure Connectors: Establish secure connections to Odoo ERP (using API keys/user credentials) and Chase Orbital Paymentech (using OAuth 2.0/API keys) within the iPaaS.

2. Define Workflows: Design event-driven or scheduled workflows using the iPaaS's visual designer, linking specific actions in one system to triggers in the other.

3. Map Data Entities: Utilize AI-assisted visual mapping tools to define how entities like 'Customer', 'Sales Order', 'Invoice', and 'Transaction' translate between Odoo and Chase Orbital Paymentech schemas.

4. Implement Transformation Logic: Apply necessary data transformations (e.g., currency conversion, status mapping, ID harmonization) using low-code functions or AI-generated rules.

5. Configure Webhooks & Polling: Set up Chase Orbital Paymentech webhooks to send real-time event notifications to the iPaaS, and configure scheduled polling for daily settlement reports.

6. Deploy & Monitor: Deploy the integration workflows to production after rigorous testing in sandbox environments, and continuously monitor performance and error logs via iPaaS dashboards.

Data Touchpoints

Odoo: `res.partner` (Customer), `sale.order` (Sales Order), `account.move` (Invoice/Credit Note), `account.payment` (Payment), `account.move.line` (Journal Entry), `stock.quant` (Inventory).
Chase Orbital Paymentech: `Transaction` (Authorization, Capture, Sale, Refund), `PaymentMethod`, `CustomerPaymentProfile`, `SettlementBatch`, `Chargeback` (via webhooks).

"The integration flow typically starts with a customer placing an order (e.g., in Odoo or an eCommerce platform). The iPaaS captures this, creates/updates the `sale.order` in Odoo, then sends the payment request to Chase Orbital Paymentech. Upon successful payment, Chase Orbital sends a webhook back to the iPaaS, which then updates the Odoo `invoice` and creates an `account.payment`. Separately, daily, the iPaaS fetches `SettlementBatch` data from Chase Orbital and creates `Journal Entries` in Odoo. Refunds and chargebacks follow similar event-driven patterns."

Pricing

Simple, transparent pricing for Odoo ERP & Chase + Orbital Paymentech | Streamline Payments.

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
Data Mapping

Core Data Entities & Intelligent Field Mapping

Ensuring accurate and consistent data flow between Odoo and Chase Orbital Paymentech relies on precise mapping of critical business entities. Our iPaaS provides robust tools and AI assistance to harmonize these entities and their fields.

Customer (Odoo: res.partner / Chase Orbital Paymentech: CustomerPaymentProfile)

Synchronizes customer data, crucial for linking sales orders to payment methods and managing recurring payments. Odoo's 'res.partner' serves as the master customer record, while Chase Orbital Paymentech manages tokenized payment profiles.

Odoo ERP & Chase Fields

name email phone street city zip country_id external_id (Chase Customer ID)

Orbital Paymentech | Streamline Payments Fields

profileId customerId defaultPaymentMethodId paymentMethodIds[] email billingAddress

Mapping Notes

Map Odoo's `res.partner` to Chase Orbital Paymentech's `customerId` or `profileId`. A custom `external_id` field in Odoo's `res.partner` model is essential to store the corresponding Chase Orbital customer ID for robust linking. Ensure address and contact details are harmonized for billing. `PaymentMethod` details (last4, type) can be synced to Odoo for reference, but sensitive data should remain tokenized in Chase Orbital Paymentech.

Next Steps

See Odoo ERP & Chase + Orbital Paymentech | Streamline Payments 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-Cash Automation

A customer places an order on your eCommerce site. The integration automatically creates a Sales Order in Odoo, processes the payment via Chase Orbital Paymentech, captures funds, updates the Odoo Invoice status, and creates the corresponding Odoo Payment record.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce.
  2. 1 eCommerce platform triggers Odoo Sales Order (sale.order) creation.
  3. 2 Odoo creates Draft Invoice (account.move).
  4. 3 iPaaS sends payment authorization/capture request to Chase Orbital Paymentech using customer's payment details.
  5. 4 Chase Orbital Paymentech processes transaction and returns status (e.g., 'Captured').
  6. 5 iPaaS updates Odoo Invoice `payment_state` to 'Paid' and creates `account.payment` record linked to the Invoice.
  7. 6 Odoo Inventory (stock.quant) is updated, and fulfillment process begins.

Business Outcome

Real-time order processing, accurate inventory levels, immediate payment reconciliation, enhanced customer experience.

Frequency

Real-time, Event-driven

Business Value

Key Integration Benefits

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

Automated Financial Reconciliation
Eliminate manual data entry and reconcile daily Chase Orbital Paymentech settlements directly into Odoo's General Ledger, saving hours of tedious work.
Real-time Cash Flow Visibility
Gain instant insights into payment statuses and incoming funds, enabling proactive cash flow management and more accurate financial forecasting.
Enhanced PCI DSS Compliance
Securely process payments using Chase Orbital Paymentech's tokenization, ensuring sensitive cardholder data never touches your Odoo ERP or internal systems.
Streamlined Order-to-Cash Cycle
Automate payment authorization, capture, and invoice updates in Odoo, accelerating order fulfillment and improving customer satisfaction.
Reduced Operational Costs
Minimize labor costs associated with manual data entry, error correction, and payment reconciliation, freeing up resources for strategic initiatives.
Proactive Chargeback Management
Receive real-time chargeback notifications and automate case creation in Odoo, enabling faster response times and mitigating potential losses.
✨

Automated Financial Reconciliation

50% faster financial close

📋 What You Get

Eliminate manual data entry and reconcile daily Chase Orbital Paymentech settlements directly into Odoo's General Ledger, saving hours of tedious work.

💼 Business Impact

This benefit directly contributes to 50% improvement in faster financial close, 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
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What is the primary benefit of integrating Odoo ERP with Chase Orbital Paymentech?
The primary benefit is the full automation of your payment lifecycle, from real-time transaction processing and secure customer payment profile management to daily financial reconciliation. This eliminates manual data entry, reduces errors, accelerates cash flow, and provides a unified, accurate view of your financial operations within Odoo.

Security FAQs

▸ How does the integration handle PCI DSS compliance for sensitive payment data?
PCI DSS compliance is paramount. The integration leverages Chase Orbital Paymentech's tokenization services, ensuring that sensitive cardholder data never touches or resides in your Odoo ERP or the iPaaS. Only non-sensitive tokens and reference IDs are transmitted and securely stored in Odoo (in custom fields for reference), maintaining the highest security standards.

Workflows FAQs

▸ Can I automate daily financial reconciliation from Chase Orbital Paymentech to Odoo?
Absolutely. The integration fully automates this process. The iPaaS retrieves daily settlement reports from Chase Orbital Paymentech, transforms the data (gross sales, fees, net deposit), and automatically posts corresponding journal entries to Odoo's accounting module, significantly reducing manual effort and accelerating your financial close.

Technology FAQs

▸ What role does an iPaaS play in connecting Odoo and Chase Orbital Paymentech?
An iPaaS (Integration Platform as a Service) acts as the central hub, providing pre-built connectors, visual mapping tools, and orchestration capabilities. It enables secure, scalable, and real-time data synchronization by leveraging APIs and webhooks from both systems, handling data transformation, error handling, and monitoring without extensive custom coding.

AI FAQs

▸ How does AI enhance this integration?
AI significantly enhances the integration by providing intelligent data validation (e.g., matching payments to Odoo invoices), anomaly detection for fraud prevention, automated mapping suggestions for faster setup, and smart error resolution. This leads to higher data quality, reduced manual effort, and more resilient, proactive workflows.

Error Handling FAQs

▸ What happens if there's an error during a payment transaction or reconciliation?
The integration employs robust, multi-tiered error handling. All failures are logged with detailed context. Transient errors (e.g., network issues) trigger automated retries with exponential backoff. Persistent errors are routed to a dead-letter queue or an exception dashboard for manual review, and critical issues trigger immediate alerts to relevant teams.

Customization FAQs

▸ Can I customize the integration workflows to fit my specific business rules?
Yes, absolutely. The iPaaS platform offers extensive customization. You can use low-code/no-code tools to modify existing workflows, add conditional logic (e.g., for specific payment types or amounts), define custom data transformations, and even integrate with additional systems, all within a visual designer and tested in a sandbox environment.

Performance FAQs

▸ Is the integration capable of handling high volumes of transactions?
Yes, the iPaaS architecture is designed for scalability and resilience. It utilizes asynchronous processing with message queues, intelligent batching for bulk operations, and dynamic resource allocation to handle high transaction volumes efficiently, ensuring consistent performance even during peak periods like holiday sales.
Pricing

Simple, transparent pricing for Odoo ERP & Chase + Orbital Paymentech | Streamline Payments.

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 Odoo ERP & Chase + Orbital Paymentech | Streamline Payments 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