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Intelligent Payments & ERP Automation: Dynamics NAV & Payeezy Integration

Unify your financial operations with secure, real-time payment processing and AI-enhanced insights, accelerating your order-to-cash cycle and reducing manual effort.

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The Challenge

The Disconnect: Manual Payments & ERP Inefficiencies

Without a robust integration, managing payments and financial data across Microsoft Dynamics NAV and Payeezy leads to significant operational bottlenecks, errors, and missed opportunities. Businesses face a constant struggle to maintain financial accuracy and agility.

  • Manual entry of payment data into Dynamics NAV after Payeezy transactions.
  • Delayed reconciliation of daily settlements, consuming valuable finance team time.
  • Lack of real-time visibility into cash flow and payment statuses.
  • Increased risk of human error in financial postings and reporting.
  • Limited ability to detect and prevent payment fraud effectively.
  • Complex and time-consuming refund and chargeback management.
  • Higher PCI DSS compliance burden for handling raw payment data.
Integration Diagram
Solution Illustration
The Solution

Intelligent, Automated, and Secure Payment Processing for Dynamics NAV

Our integration solution seamlessly connects Microsoft Dynamics NAV with Payeezy, leveraging a modern iPaaS to automate payment workflows, ensure real-time financial accuracy, and infuse AI-driven intelligence into your ERP operations. This creates a unified ecosystem where every transaction is a source of actionable insight.

  • Real-time, Event-Driven Payment Synchronization
  • Automated General Ledger Posting & Reconciliation
  • AI-Enhanced Fraud Detection & Anomaly Flagging
  • Secure Payment Tokenization (PCI DSS Compliance)
  • Comprehensive Refund & Chargeback Management
Implementation Timeline

Go live with Payeezy Microsoft + Dynamics NAV 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 NAV, 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 NAV 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, Event-Driven Payment Synchronization
  • Automated General Ledger Posting & Reconciliation
  • AI-Enhanced Fraud Detection & Anomaly Flagging
  • Secure Payment Tokenization (PCI DSS Compliance)
  • Comprehensive Refund & Chargeback Management
  • Low-Code/No-Code Workflow Design & Customization
  • Centralized Monitoring & Error Handling

Dynamics NAV & Payeezy Integration: Technical Deep Dive

This integration establishes a robust, real-time, and secure data pipeline between Microsoft Dynamics NAV's core ERP functionalities and Payeezy's comprehensive payment processing capabilities. It leverages a modern iPaaS as the orchestration layer to ensure seamless data flow, transformation, and error handling.

Data Flow Steps

1. Connector Setup: Establish secure connections to Microsoft Dynamics NAV (via OData/SOAP web services) and Payeezy (via OAuth 2.0 API).

2. Event Listener Configuration: Set up Payeezy webhooks to push real-time transaction events (e.g., payment success, refund, chargeback) to the iPaaS.

3. Data Extraction & Ingestion: Define queries to extract relevant data from Dynamics NAV (e.g., Sales Order details, Customer information) and configure iPaaS to ingest Payeezy webhook payloads or pull settlement reports.

4. Data Transformation & Mapping: Utilize the iPaaS's visual mapping canvas to transform and normalize data schemas between the two systems (e.g., Payeezy 'transactionId' to NAV 'External Document No.'). AI-assisted mapping can accelerate this step.

5. Business Logic & AI Augmentation: Implement business rules (e.g., G/L account mapping based on payment type) and integrate AI services for fraud detection, anomaly flagging, or predictive analytics.

6. Data Ingestion & Update: Push transformed data into Dynamics NAV (e.g., create General Ledger Entries, update Sales Order statuses, create Credit Memos) using its API endpoints.

7. Error Handling & Monitoring: Implement robust error handling, retry mechanisms, and centralized monitoring dashboards within the iPaaS to ensure data integrity and operational uptime.

8. Deployment & Governance: Deploy integration flows across Dev, QA, and Production environments with version control and establish governance policies.

Data Touchpoints

Payeezy: Payment Transactions (Authorizations, Captures, Sales, Refunds, Voids), Settlement Batches, Payment Method Tokens, Chargebacks, Webhook Notifications.
Microsoft Dynamics NAV: Sales Orders, Customers, Items, General Ledger Entries, Credit Memos, Posted Sales Invoices, Payments.

"A typical data flow starts with a payment event in Payeezy, triggered by an eCommerce platform or POS. Payeezy sends a real-time webhook notification to the iPaaS. The iPaaS captures this event, transforms the data (potentially enriching it with AI for fraud detection), and then pushes it to Microsoft Dynamics NAV to update Sales Orders, create General Ledger Entries, and reconcile customer accounts. Conversely, actions initiated in NAV (like a refund request) can trigger an API call via the iPaaS to Payeezy to process the refund. Daily, the iPaaS fetches settlement batches from Payeezy to reconcile against NAV's financial records."

Pricing

Simple, transparent pricing for Payeezy Microsoft + Dynamics NAV.

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 Entities & Intelligent Data Mapping

The integration focuses on harmonizing critical financial and operational entities between Microsoft Dynamics NAV and Payeezy. Leveraging an iPaaS with AI-assisted mapping ensures accurate data flow and contextual understanding across systems.

Payment Transaction (Payeezy) / General Ledger Entry (NAV)

Represents a single financial interaction with Payeezy (authorization, capture, sale, refund) and its corresponding record in NAV's financial ledger.

Payeezy Microsoft Fields

[field, Entry No.],[type, Integer],[description, Unique identifier for the G/L entry.] [field, G/L Account No.],[type, Code],[description, Account where the transaction is posted.] [field, Posting Date],[type, Date],[description, Date of the transaction.] [field, Document No.],[type, Code],[description, Reference to the source document (e.g., Sales Invoice).] [field, External Document No.],[type, Code],[description, Often mapped to Payeezy's transactionId.] [field, Description],[type, Text],[description, Description of the transaction.] [field, Amount],[type, Decimal],[description, Value of the transaction (debit/credit).]

Dynamics NAV Fields

[field, transactionId],[type, String],[description, Unique identifier for the Payeezy transaction.] [field, amount],[type, Decimal],[description, Transaction amount.] [field, currency],[type, String],[description, Currency code (e.g., USD).] [field, transactionType],[type, String],[description, Type of transaction (SALE, AUTH, CAPTURE, REFUND, VOID).] [field, transactionStatus],[type, String],[description, Status of the transaction (APPROVED, DECLINED, PENDING).] [field, orderId],[type, String],[description, ID of the originating order.] [field, timestamp],[type, DateTime],[description, Time of the transaction.]

Mapping Notes

Payeezy's `transactionId` maps to NAV's `External Document No.` for traceability. `amount` maps to `Amount`. `transactionType` and `transactionStatus` drive the determination of the `G/L Account No.` and `Description` in NAV. AI can suggest G/L account mappings based on transaction type and historical data.

Next Steps

See Payeezy Microsoft + Dynamics NAV 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

Automate the entire lifecycle from a customer placing an order on an eCommerce platform to the final payment capture via Payeezy and order fulfillment initiation in Dynamics NAV, ensuring real-time data flow and financial accuracy.

Integration Steps:

  1. 0 Customer completes purchase on web store.
  2. 1 Payeezy processes payment, generates transaction ID and status.
  3. 2 Payeezy webhook notifies iPaaS of successful payment.
  4. 3 iPaaS creates/updates Sales Order in Dynamics NAV, linking payment details.
  5. 4 NAV initiates fulfillment, updates inventory, and posts to G/L.

Business Outcome

Reduced manual order processing, faster shipping, accurate revenue recognition, improved customer satisfaction.

Frequency

Real-time

Business Value

Key Integration Benefits

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

Accelerated Order-to-Cash Cycle
Automate payment processing and order updates, reducing manual delays from days to minutes, significantly improving cash flow.
Enhanced Financial Accuracy & Reconciliation
Eliminate manual data entry errors and automate daily settlement reconciliation, ensuring precise financial records in Dynamics NAV.
Reduced Operational Costs
Automate repetitive payment-related tasks, freeing up finance teams for strategic initiatives and reducing labor costs.
Superior Fraud Prevention
Leverage AI-enhanced fraud detection with real-time Payeezy transaction data to proactively identify and mitigate financial risks.
PCI DSS Compliance & Security
Utilize Payeezy's tokenization to remove sensitive card data from your systems, drastically reducing your PCI DSS compliance scope.
Real-time Financial Visibility
Gain immediate insights into payment statuses, cash flow, and customer financial health directly within Dynamics NAV.
Agile & Scalable Integration
Build, customize, and scale integration workflows rapidly with low-code/no-code tools, adapting to evolving business needs.
✨

Accelerated Order-to-Cash Cycle

30% faster Order-to-Cash Cycle

📋 What You Get

Automate payment processing and order updates, reducing manual delays from days to minutes, significantly improving cash flow.

💼 Business Impact

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

Implementation Timeline

Go live with Payeezy Microsoft + Dynamics NAV 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 NAV, 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 NAV 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
GET, POST, PATCH /ODataV4/Company('CompanyName')/Customers Retrieve customer details, create new customer records, or update existing ones (e.g., AI-enhanced credit limits).
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Create new sales orders, retrieve order details, or update order statuses based on payment events.
GET /ODataV4/Company('CompanyName')/Items Retrieve product information, used for contextualizing orders.
POST /ODataV4/Company('CompanyName')/GeneralLedgerEntries Post financial transactions directly to the General Ledger (e.g., payment receipts, refund debits, settlement entries).
POST /ODataV4/Company('CompanyName')/CreditMemos Create credit memos in NAV for refund processing.

⚡ Transformation Logic

  • Currency Conversion: Handle multi-currency transactions by converting Payeezy amounts to NAV's base currency, applying predefined exchange rates.
  • G/L Account Mapping: Dynamically map Payeezy `transactionType` (e.g., SALE, REFUND) to specific `G/L Account No.` in NAV based on configured business rules.
  • Status Synchronization: Translate Payeezy `transactionStatus` (e.g., APPROVED, DECLINED) into corresponding NAV `Sales Order` or `Payment` statuses.
  • Idempotency: Ensure transformations are idempotent to prevent duplicate entries in NAV in case of retries.
  • PCI DSS Compliance: Ensure sensitive payment data is never stored or transformed; only Payeezy tokens are used for recurring payments.

🛡️ Error Handling

  • API Call Failure: Payeezy or NAV API returns a 5xx error. Trigger retry with exponential backoff.
  • Data Validation Error: Payeezy payload contains invalid data for NAV. Route to dead-letter queue, notify.
  • Mapping Mismatch: A required field in NAV cannot be mapped from Payeezy data. Alert, log.
  • Duplicate Transaction: Attempt to post a transaction already recorded in NAV. Idempotency logic prevents, logs as warning.
  • Webhook Delivery Failure: Payeezy webhook not received by iPaaS. Payeezy has its own retry mechanisms; iPaaS monitors for gaps.
Pricing

Simple, transparent pricing for Payeezy Microsoft + Dynamics NAV.

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 are the key benefits of integrating Microsoft Dynamics NAV with Payeezy?
The primary benefits include automated order-to-cash workflows, real-time financial reconciliation, enhanced fraud detection through AI, reduced operational costs from manual data entry, PCI DSS compliance through tokenization, and improved cash flow visibility. It transforms your ERP into an intelligent financial hub.

Security FAQs

▸ How does this integration handle PCI DSS compliance?
The integration leverages Payeezy's robust tokenization services. This means sensitive payment card data is never stored in your Dynamics NAV system. Instead, a secure, non-sensitive token is used for recurring payments, significantly reducing your organization's PCI DSS compliance scope and burden.

AI & Automation FAQs

▸ Can AI truly help with fraud detection and financial reconciliation in this integration?
Absolutely. By integrating Payeezy's real-time transaction data via webhooks into an iPaaS, this information can be fed to AI/ML services for anomaly detection and fraud scoring. For reconciliation, AI can analyze settlement reports against G/L entries, identify subtle discrepancies, and even suggest root causes, transforming reactive problem-solving into intelligent, predictive management.

Technology FAQs

▸ Is low-code/no-code development supported for customizing workflows?
Yes, a core component of this integration is the use of a modern iPaaS with low-code/no-code capabilities. This empowers business users and analysts to visually design, modify, and manage complex payment processing and reconciliation workflows without extensive coding, accelerating development and increasing agility.

Technical FAQs

▸ How does the integration ensure real-time updates between Payeezy and Dynamics NAV?
The integration primarily relies on an event-driven architecture. Payeezy's webhooks send real-time notifications to the iPaaS whenever a significant payment event occurs (e.g., transaction authorized, captured, refunded, chargeback). The iPaaS then immediately processes and pushes these updates to Dynamics NAV, ensuring your ERP always reflects the latest payment status.
▸ What if my Dynamics NAV is on-premise, can it still integrate with Payeezy?
Yes, integration with on-premise Dynamics NAV is fully supported. The iPaaS establishes a secure connection to your on-premise NAV instance, typically via its web services (SOAP/OData), which might require specific firewall configurations or a secure VPN tunnel. The core integration logic remains the same.

Data FAQs

▸ What kind of data entities are synchronized between Dynamics NAV and Payeezy?
Key synchronized entities include Payeezy Payment Transactions (mapped to NAV General Ledger Entries), Customer information, Order details (linked to NAV Sales Orders), Refund data (triggering NAV Credit Memos), and Payeezy Settlement Batches (for NAV General Ledger reconciliation). Product data from NAV can also be used for contextualizing orders.

Operations FAQs

▸ How are errors and discrepancies handled in the integration?
The integration incorporates robust error handling, including automated retry mechanisms with exponential backoff for transient issues. Persistent errors are routed to a dead-letter queue for manual investigation, and administrators are notified via configured alerts. AI can also assist in categorizing errors and suggesting resolutions for common patterns.
Implementation Timeline

Go live with Payeezy Microsoft + Dynamics NAV 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 NAV, 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 NAV 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 NAV.

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 NAV 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