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Unify Payeezy Payments with Infor ERP: Real-time Financial Automation

Streamline your entire order-to-cash cycle, automate reconciliation, and gain unparalleled financial visibility with a smart, AI-powered integration solution.

The Challenge

The Challenge: Disconnected Payments & ERP Operations

In today's fast-paced digital economy, siloed payment gateways like Payeezy and robust ERP systems like Infor create significant operational bottlenecks. Manual data transfer, reconciliation, and status updates lead to inefficiencies, errors, and delayed financial insights.

  • Manual data entry of payment transactions into Infor ERP.
  • Delayed or inaccurate financial reconciliation of Payeezy settlements.
  • Lack of real-time visibility into payment statuses for sales orders.
  • Inefficient handling of refunds, voids, and chargebacks across systems.
  • Increased risk of human error and compliance issues (e.g., PCI DSS).
  • Slow order-to-cash cycles impacting cash flow and customer satisfaction.
Integration Diagram
Solution Illustration
The Solution

The Solution: Seamless Payeezy & Infor Integration with iPaaS

Our AI-powered iPaaS solution provides a unified platform to connect Payeezy and Infor, automating critical financial workflows and ensuring real-time data synchronization. Say goodbye to manual processes and hello to efficiency, accuracy, and unparalleled financial control.

  • Bi-directional data synchronization for key entities.
  • Event-driven architecture leveraging Payeezy webhooks.
  • Low-code/no-code workflow automation.
  • AI-assisted data mapping and validation.
  • Automated financial reconciliation and reporting.
Implementation Timeline

Go live with Payeezy + Infor 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 Payeezy and Infor, 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 Payeezy + Infor 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 leveraging Payeezy webhooks.
  • Low-code/no-code workflow automation.
  • AI-assisted data mapping and validation.
  • Automated financial reconciliation and reporting.
  • Robust error handling and monitoring.

Technical Integration Details

This section outlines the technical backbone of the Payeezy-Infor integration, focusing on how data is exchanged, authenticated, and processed.

Data Flow Steps

1. API Connectivity: Utilize Payeezy's RESTful APIs and Infor's robust API endpoints for data exchange.

2. Event-Driven Triggers: Configure Payeezy webhooks to send real-time notifications to the iPaaS for payment events.

3. Data Transformation & Mapping: The iPaaS transforms Payeezy's JSON/XML payloads into Infor's required data structures (and vice-versa).

4. Authentication & Security: Implement secure authentication (API Keys, OAuth 2.0) and tokenization for PCI compliance.

5. Workflow Orchestration: Design complex, multi-step workflows within the iPaaS to automate business processes.

6. Error Handling & Monitoring: Implement intelligent retry mechanisms, logging, and alerts for robust operation.

7. Batch Processing: For high-volume, non-real-time data (e.g., settlement reports), leverage batch processing.

Data Touchpoints

Payeezy `Payment Transaction` to Infor `Payment Transaction` and `Invoice`.
Payeezy `Customer` details to Infor `Customer` master.
Payeezy `Order` ID to Infor `Sales Order` ID.
Infor `Credit Memo` to Payeezy `Refund` request.
Payeezy `Settlement Batch` data to Infor `General Ledger Account` entries.

"Payeezy <--> iPaaS <--> Infor ERP. eCommerce/CRM initiates payment with Payeezy. Payeezy sends webhook to iPaaS. iPaaS transforms and updates Infor Sales Order/Invoice/Payment Transaction. Infor generates Credit Memo. iPaaS triggers Payeezy Refund. iPaaS retrieves Payeezy Settlement Batch, transforms, and posts to Infor GL. All communication is secured, monitored, and error-handled by iPaaS."

Pricing

Simple, transparent pricing for Payeezy + Infor.

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 Payeezy

Integrating 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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer

Harmonizing customer profiles across payment and ERP systems for a unified view.

Payeezy Fields

customerId firstName lastName email billingAddress shippingAddress

Infor Fields

CustomerID (unique ID) CustomerName BillingAddress ShippingAddress ContactEmail PhoneNumber

Mapping Notes

Map Payeezy's `customerId` to Infor's `CustomerID`. Ensure address fields are harmonized for consistency. Bi-directional sync of contact and address updates is crucial.

Next Steps

See Payeezy + Infor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Order-to-Cash with Automated Payment Capture

Orchestrate the complete sales cycle from online order placement to payment capture via Payeezy and seamless order/invoice creation in Infor, ensuring real-time data synchronization.

Integration Steps:

  1. 0 Customer places an order on an eCommerce platform.
  2. 1 Payment is processed by Payeezy, returning a `transactionId` and `transactionStatus`.
  3. 2 Payeezy sends a webhook notification (e.g., `transaction.approved`) to the iPaaS.
  4. 3 iPaaS maps Payeezy `Payment Transaction` and `Customer` data to Infor's `Sales Order` and `Payment Transaction` entities.
  5. 4 A new `Sales Order` is created in Infor, with `PaymentStatus` updated to 'Paid'.
  6. 5 Infor's `Invoice` is generated and marked as paid, and `Journal Entries` are posted to the `General Ledger`.

Business Outcome

Reduced manual effort, faster order fulfillment, real-time revenue recognition, and improved cash flow visibility.

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
Automate payment capture, order creation, and invoicing across Payeezy and Infor, significantly reducing your Days Sales Outstanding (DSO).
Real-time Financial Accuracy
Eliminate manual data entry and ensure every Payeezy transaction is accurately reflected in Infor's GL, streamlining reconciliation and financial closes.
Enhanced Fraud Prevention
Leverage Payeezy's fraud scores and AI-driven anomaly detection to proactively identify and mitigate suspicious payment activities.
Boosted Operational Efficiency
Automate routine tasks like payment posting, refunds, and settlement reconciliation, freeing up finance and operations teams for strategic work.
Improved Customer Satisfaction
Expedite order processing, provide instant payment confirmations, and accelerate refund processing for a superior customer experience.
Simplified PCI Compliance
Minimize your PCI scope by leveraging Payeezy's tokenization and secure iPaaS handling of payment data, ensuring regulatory adherence.

Accelerated Order-to-Cash

30% Faster O2C Cycle

📋 What You Get

Automate payment capture, order creation, and invoicing across Payeezy and Infor, significantly reducing your Days Sales Outstanding (DSO).

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster O2C Cycle, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Payeezy + Infor 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 Payeezy and Infor, 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 Payeezy + Infor 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

  • Map `Payeezy.transactionStatus` to `Infor.PaymentStatus` enum (e.g., 'approved' -> 'Paid', 'declined' -> 'Failed').
  • Convert Payeezy `amount` and `currency` to Infor's standard financial data types, handling multi-currency conversions if necessary.
  • Extract `last4Digits` and `cardType` from Payeezy `Payment Transaction` for informational storage in Infor (non-PCI scope).
  • Consolidate individual Payeezy `Payment Transaction` records into daily `Journal Entries` for `Settlement Batch` reconciliation, splitting out fees.
  • Ensure `orderId` and `customerId` are consistently mapped across both systems for traceability.

🛡️ Error Handling

  • Payeezy API timeout during payment capture
  • Invalid customer ID provided to Infor
  • Infor API rate limit exceeded during bulk updates
  • Network failure preventing webhook delivery
  • Data type mismatch during transformation
Pricing

Simple, transparent pricing for Payeezy + Infor.

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.

No FAQs available for this integration pair.
Implementation Timeline

Go live with Payeezy + Infor 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 Payeezy and Infor, 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 Payeezy + Infor 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 Payeezy + Infor.

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 Payeezy + Infor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.