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Unlock Seamless Financial Operations: Microsoft Dynamics GP & Payeezy Integration

Automate your entire payment lifecycle, from secure processing to accurate ERP reconciliation, with real-time data flow and AI-driven insights.

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The Challenge

The Costly Disconnect Between Payments and ERP

Managing online payments and reconciling them with your Microsoft Dynamics GP ERP system manually is a significant drain on resources. This disconnect leads to operational bottlenecks, increased risk, and delayed financial insights.

  • Manual Data Entry & Reconciliation: Re-keying payment details from Payeezy into Dynamics GP is time-consuming and prone to human error, leading to discrepancies and requiring extensive manual cleanup.
  • Delayed Order-to-Cash Cycle: Lagging payment updates prevent timely order fulfillment and invoicing in GP, slowing down cash flow and impacting customer satisfaction.
  • Compliance & Security Headaches: Maintaining PCI DSS compliance when handling sensitive payment data, combined with SOX requirements for financial accuracy in GP, adds complexity and risk without automated controls.
  • Lack of Real-time Financial Visibility: Without immediate synchronization, finance teams lack an up-to-date view of revenue, cash position, and outstanding balances, hindering strategic decision-making.
  • Ineffective Fraud Prevention: Reacting to fraud after the fact is costly. Manual processes make it difficult to implement real-time fraud detection and prevention measures across systems.
Integration Diagram
Solution Illustration
The Solution

Intelligent Automation: Bridging Dynamics GP and Payeezy with iPaaS

Our iPaaS solution provides a robust, secure, and intelligent bridge between Microsoft Dynamics GP and Payeezy, automating critical financial and operational workflows. By leveraging a low-code platform augmented with AI, we transform your payment processing and reconciliation, delivering unparalleled efficiency and accuracy.

  • Real-time Payment Synchronization: Instantly update Dynamics GP with Payeezy transaction statuses.
  • Automated Financial Reconciliation: Match Payeezy settlement reports to GP ledger entries automatically.
  • Secure Payment Tokenization: Reduce PCI DSS scope by never storing raw card data in your systems.
  • AI-Powered Fraud Detection: Proactively identify and flag suspicious transactions before they impact your financials.
  • End-to-End Order-to-Cash Automation: From eCommerce order to GP invoice and cash receipt.
Implementation Timeline

Go live with Payeezy Microsoft + Dynamics GP 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 Microsoft and Dynamics GP, 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 Microsoft + Dynamics GP 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 Synchronization: Instantly update Dynamics GP with Payeezy transaction statuses.
  • Automated Financial Reconciliation: Match Payeezy settlement reports to GP ledger entries automatically.
  • Secure Payment Tokenization: Reduce PCI DSS scope by never storing raw card data in your systems.
  • AI-Powered Fraud Detection: Proactively identify and flag suspicious transactions before they impact your financials.
  • End-to-End Order-to-Cash Automation: From eCommerce order to GP invoice and cash receipt.
  • Configurable Refund & Chargeback Workflows: Automate credit memos and dispute management in GP.
  • Hybrid Cloud Connectivity: Securely connect your on-premise Dynamics GP with cloud-based Payeezy.

Technical Integration Architecture: Connecting Dynamics GP & Payeezy

Our iPaaS solution provides a robust, hybrid integration architecture designed to seamlessly connect your on-premise Microsoft Dynamics GP instance with the cloud-based Payeezy payment gateway. This ensures secure, real-time, and batch data exchange, leveraging the best of both systems' integration capabilities.

Data Flow Steps

1. Secure On-Premise Agent Deployment: A lightweight, secure agent is installed within your network, establishing an encrypted tunnel to your Dynamics GP instance (SQL Server, eConnect, Web Services) and connecting to the cloud iPaaS.

2. Payeezy API & Webhook Configuration: iPaaS connects to Payeezy using OAuth 2.0/API Keys for secure API calls and registers webhooks for real-time payment event notifications (e.g., transaction status changes, chargebacks).

3. Data Transformation & Mapping: Within the iPaaS, visual mapping tools are used to transform Payeezy's JSON/XML payloads into Dynamics GP's required eConnect XML or Web Service SOAP structures, and vice-versa. AI assists in suggesting mappings.

4. Workflow Orchestration: Drag-and-drop designers create automated workflows. For example, a Payeezy 'Payment Captured' webhook triggers a flow to create a Sales Order in GP.

5. Error Handling & Monitoring: Robust error handling, retry mechanisms, and dead-letter queues are configured. Centralized dashboards monitor integration health, performance, and data integrity.

6. Deployment & Governance: Integrations are version-controlled and promoted through Dev, QA, and Production environments with strict governance policies.

Data Touchpoints

Payeezy to Dynamics GP: Payment Transactions (Authorization, Capture, Refund, Void), Settlement Batches, Chargebacks, Payment Method Tokens.
Dynamics GP to Payeezy: Refund requests (triggered from GP), Customer/Order information (for contextualizing Payeezy transactions).

"Dynamics GP (On-Premise) <-> Secure iPaaS Agent <-> iPaaS Platform (Cloud) <-> Payeezy (Cloud). Data flows bi-directionally, with Payeezy webhooks triggering real-time updates to GP, and iPaaS querying Payeezy for settlement reports to reconcile with GP financial data."

Pricing

Simple, transparent pricing for Payeezy Microsoft + Dynamics GP.

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 Microsoft

Integrating Payeezy Microsoft 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 Data Entities & Field-Level Mappings

A successful integration hinges on accurate and intelligent mapping of critical data entities between Microsoft Dynamics GP and Payeezy. Our iPaaS solution facilitates this with visual mapping tools, AI assistance, and robust transformation capabilities.

Customer

Represents the customer initiating the payment. Harmonization is crucial for accurate sales reporting and CRM integration.

Payeezy Microsoft Fields

CustomerID CustomerName Address1 City State Zip Email PaymentTermsID CreditLimit

Dynamics GP Fields

customerId (internal) firstName lastName email billingAddress shippingAddress phone ipAddress

Mapping Notes

Map Payeezy's customer details to create or update a Customer in GP's Receivables Management. Ensure a consistent unique identifier (e.g., eCommerce Customer ID) is used for cross-system lookup and deduplication. Billing/shipping addresses are vital for sales orders.

Next Steps

See Payeezy Microsoft + Dynamics GP 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

When a customer places an order and pays through your eCommerce store (e.g., Shopify, Magento) powered by Payeezy, the integration automatically creates a Sales Order (SOP Document) in Microsoft Dynamics GP, applies the payment as a Cash Receipt, and updates inventory levels. This ensures a seamless flow from online purchase to financial recording and fulfillment initiation.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce site, payment processed by Payeezy.
  2. 1 Payeezy sends real-time 'Payment Captured' webhook to iPaaS.
  3. 2 iPaaS extracts order details from eCommerce and payment details from Payeezy.
  4. 3 iPaaS maps data to create a new Customer (if new) and Sales Order in Dynamics GP.
  5. 4 Payment is automatically posted as a Cash Receipt and applied to the Invoice generated from the Sales Order in GP.
  6. 5 Inventory levels for affected Items are updated in GP.
  7. 6 Order status updated in eCommerce system.

Business Outcome

Accelerated order fulfillment, accurate and real-time financial reporting in GP, reduced manual data entry and errors, improved 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.

Accelerate Cash Flow & Revenue Recognition
Automate the entire order-to-cash cycle, from payment capture in Payeezy to sales order and cash receipt posting in Dynamics GP, significantly reducing manual delays.
Eliminate Manual Reconciliation & Errors
Automatically match Payeezy settlement reports with Dynamics GP transactions, drastically cutting down manual reconciliation time and improving data accuracy.
Enhance Security & PCI DSS Compliance
Utilize Payeezy's tokenization and secure communication protocols, reducing your PCI DSS scope and protecting sensitive customer payment information.
Proactive Fraud Detection with AI
Leverage AI-driven anomaly detection on Payeezy transaction data to identify and prevent fraudulent activities in real-time, safeguarding your financials in GP.
Gain Real-time Financial Visibility
Synchronize payment data instantly with Dynamics GP, providing finance teams with an accurate, up-to-the-minute view of cash position, sales, and liabilities.
Boost Operational Efficiency & Scalability
Automate high-volume payment processing, freeing up staff to focus on strategic tasks and enabling your business to scale without increasing administrative overhead.
✨

Accelerate Cash Flow & Revenue Recognition

30% Faster Cash Flow

📋 What You Get

Automate the entire order-to-cash cycle, from payment capture in Payeezy to sales order and cash receipt posting in Dynamics GP, significantly reducing manual delays.

💼 Business Impact

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

Implementation Timeline

Go live with Payeezy Microsoft + Dynamics GP 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 Microsoft and Dynamics GP, 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 Microsoft + Dynamics GP 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
POST /Dynamics/GP/WebServices/SalesOrderService.svc Create, update, or query Sales Order Processing (SOP) documents (Quotes, Orders, Invoices, Returns) in GP. Used for creating Sales Orders, Invoices, and Credit Memos from Payeezy-related events.
POST /Dynamics/GP/WebServices/CustomerService.svc Manage Customer records (create, update, retrieve) in GP's Receivables Management. Used for synchronizing customer data from payment platforms.
POST /Dynamics/GP/WebServices/InventoryService.svc Query and update Inventory Control items, quantities, and site assignments. Used for real-time inventory level synchronization post-sale.
POST /Dynamics/GP/WebServices/GeneralLedgerService.svc Create and manage General Ledger journal entries and account segments. Crucial for posting Payeezy settlement data and other financial adjustments.
XML/SQL eConnect_Incoming Directly insert/update data into GP via eConnect XML documents processed by SQL stored procedures. Ideal for high-volume, performance-critical operations like bulk customer imports, inventory updates, or large sets of cash receipts/GL entries.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts to GP's base currency if Payeezy supports multi-currency.
  • Item Mapping: Map eCommerce product SKUs to Dynamics GP ItemIDs, handling cases where items might not exist or require creation.
  • Customer Deduplication: Logic to identify existing GP customers based on email/name/address to prevent duplicate records.
  • GL Account Determination: Dynamically assign appropriate GL accounts for sales, refunds, fees, and cash based on transaction type and predefined rules.
  • Status Synchronization: Map Payeezy transaction statuses (e.g., 'captured', 'refunded') to corresponding GP document statuses or custom fields.
  • Address Standardization: Normalize billing and shipping addresses to GP's format, including state/province and country codes.

🛡️ Error Handling

  • Payeezy API unavailability: Handled by retries and fallbacks.
  • Dynamics GP eConnect/Web Services errors: Captured, logged, and alerts triggered.
  • Data validation failures (e.g., missing required fields): Message routed to dead-letter queue.
  • Duplicate transaction attempts: Idempotent operations or deduplication logic prevents double posting.
  • Network interruptions: Secure agent buffers data and retries connection.
Pricing

Simple, transparent pricing for Payeezy Microsoft + Dynamics GP.

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.

Technical FAQs

▸ What are the primary integration methods for Microsoft Dynamics GP and how does iPaaS utilize them?
Microsoft Dynamics GP primarily uses eConnect (for high-volume, programmatic access via XML/SQL stored procedures) and Web Services for GP (SOAP-based services for common entities). Our iPaaS abstracts these methods, providing user-friendly connectors. It intelligently chooses the most efficient method for each workflow, often leveraging eConnect for performance-critical batch operations and Web Services for real-time entity management.

Security & Compliance FAQs

▸ How does this integration help with PCI DSS compliance when handling Payeezy payments?
The integration significantly aids PCI DSS compliance by utilizing Payeezy's robust tokenization services. This means sensitive customer card data is replaced with a non-sensitive token before it enters your internal systems. Our iPaaS ensures that only these tokens are processed and stored, drastically reducing your organization's PCI DSS compliance scope and minimizing the risk of data breaches.
▸ How do you ensure data security when integrating an on-premise Dynamics GP with a cloud service like Payeezy?
Data security is paramount. We employ a hybrid integration architecture using a secure, encrypted on-premise agent that creates a secure tunnel between your Dynamics GP instance and the cloud iPaaS. All data in transit is encrypted (TLS 1.2+), and data at rest within the iPaaS is also encrypted. We enforce least-privilege access, IP whitelisting, and robust audit trails to monitor all data exchanges.

Financial FAQs

▸ Can I automate daily payment reconciliation between Payeezy settlements and Dynamics GP?
Absolutely. One of the core benefits is automated financial reconciliation. The iPaaS is configured to retrieve daily settlement reports from Payeezy, intelligently match individual transactions against existing records (e.g., Cash Receipts, Invoices) in Dynamics GP, and then automatically post the net settlement amounts, including fees, to the correct General Ledger accounts. Any discrepancies are flagged for immediate review.

AI & Automation FAQs

▸ How does AI enhance fraud detection and error handling in this integration?
AI augments fraud detection by analyzing real-time transaction data from Payeezy for anomalies, flagging suspicious activities for review or triggering automated actions (e.g., voiding transactions). For error handling, AI identifies common error patterns, suggests root causes, and can even auto-resolve minor data discrepancies, transforming reactive problem-solving into intelligent, predictive management.

Scalability & Architecture FAQs

▸ Is it possible to manage multiple Dynamics GP companies within a single integration framework?
Yes, a well-designed iPaaS solution can manage integrations for multiple Dynamics GP companies. This typically involves configuring separate connectors or profiles for each company within the iPaaS and using intelligent routing logic within your workflows to direct data (e.g., payments, sales orders) to the correct GP instance, ensuring data segregation and accuracy.

Low-Code & Agility FAQs

▸ Can business users, not just IT, configure and manage these integration workflows?
Absolutely. Our iPaaS is a low-code/no-code platform designed to empower business users and analysts. With intuitive drag-and-drop interfaces, pre-built connectors, and visual mapping tools, business teams can configure, modify, and manage integration workflows for Dynamics GP and Payeezy without extensive coding, significantly accelerating development and increasing agility.

Error Handling FAQs

▸ What happens if a Payeezy transaction fails to post to Dynamics GP?
Our integration includes comprehensive error handling. For transient errors (e.g., network issues), automated retry mechanisms with exponential backoff are in place. For persistent failures (e.g., data validation errors, missing required fields for GP), the message is routed to a dead-letter queue for manual investigation. Configurable alerts notify relevant teams via email/SMS for immediate resolution, ensuring no critical data is lost.
Implementation Timeline

Go live with Payeezy Microsoft + Dynamics GP 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 Microsoft and Dynamics GP, 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 Microsoft + Dynamics GP 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 Microsoft + Dynamics GP.

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 Microsoft + Dynamics GP 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