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NetSuite Payeezy Integration: Automate Payments, Accelerate Financial Close

Unify your ERP and payment processing. Achieve real-time order-to-cash, streamline refunds, and automate reconciliation with a low-code, AI-powered integration platform.

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The Challenge

The Disconnect Between Payments & Financials: Manual Hurdles & Risks

Managing payment transactions and reconciling them with your NetSuite ERP can be a cumbersome, error-prone, and resource-intensive process. Disparate systems lead to data silos, delayed financial reporting, and compliance risks.

  • Manual data entry of payment transactions into NetSuite.
  • Delayed or inaccurate financial reconciliation of Payeezy settlements.
  • Inconsistent handling of refunds and chargebacks across systems.
  • Lack of real-time visibility into payment statuses and cash flow.
  • High PCI DSS compliance burden due to handling raw card data.
  • Inefficient processing of subscription renewals and recurring payments.
Integration Diagram
Solution Illustration
The Solution

The Integrated Solution: NetSuite + Payeezy via an Intelligent iPaaS

Our low-code, AI-powered iPaaS bridges NetSuite and Payeezy, creating a unified, automated financial ecosystem. This integration ensures real-time data synchronization, robust workflow automation, and enhanced security, transforming your payment operations from a cost center into a strategic advantage.

  • Bi-directional data synchronization between NetSuite and Payeezy.
  • Real-time processing of authorizations, captures, sales, and refunds.
  • Automated daily settlement and reconciliation workflows.
  • Secure tokenization of payment methods via Payeezy, reducing PCI scope.
  • Event-driven architecture leveraging Payeezy webhooks for instant updates.
Implementation Timeline

Go live with Payeezy + NetSuite 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 NetSuite, 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 + NetSuite 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 between NetSuite and Payeezy.
  • Real-time processing of authorizations, captures, sales, and refunds.
  • Automated daily settlement and reconciliation workflows.
  • Secure tokenization of payment methods via Payeezy, reducing PCI scope.
  • Event-driven architecture leveraging Payeezy webhooks for instant updates.
  • Intelligent error handling, retry mechanisms, and alerts.
  • Comprehensive audit trails for all payment transactions.

NetSuite Payeezy Integration: Technical Overview & Data Flow

Our integration leverages a modern iPaaS to orchestrate seamless, secure, and real-time data exchange between NetSuite's robust ERP capabilities and Payeezy's comprehensive payment processing. It combines event-driven triggers with intelligent batching to optimize performance and ensure data integrity.

Data Flow Steps

1. Configuration & Authentication: Establish secure connections using NetSuite's Token-Based Authentication (TBA) and Payeezy's OAuth 2.0. Configure environment-specific credentials.

2. Webhook Listener Setup: Configure the iPaaS as a webhook listener for critical Payeezy events (e.g., transaction status changes, refunds, chargebacks).

3. Data Mapping & Transformation: Visually map key entities like `Payment Transaction`, `Customer`, and `Order` between Payeezy and NetSuite using a canonical data model. Apply business logic for data transformation.

4. Workflow Design: Design automated workflows for order-to-cash, refunds, reconciliation, and fraud management using the iPaaS's low-code interface.

5. Error Handling & Monitoring: Implement comprehensive error handling, retry logic with exponential backoff, dead-letter queues, and real-time monitoring dashboards.

6. Deployment & Testing: Deploy integrations through Dev, QA, and Production environments, with automated testing in sandbox accounts for NetSuite and Payeezy.

Data Touchpoints

[source, Payeezy],[target, NetSuite],[entity, Payment Transaction],[direction, one-way (event-driven)],[description, Payment authorizations, captures, sales, refunds, voids flowing to NetSuite as Customer Payments or updates to Sales Orders.]
[source, NetSuite],[target, Payeezy],[entity, Customer Payment (Refunds)],[direction, one-way (event-driven)],[description, Refund requests initiated in NetSuite (e.g., via Credit Memo) triggering refund processing in Payeezy.]
[source, Payeezy],[target, NetSuite],[entity, Settlement Batch],[direction, one-way (scheduled)],[description, Daily settlement reports from Payeezy imported into NetSuite for reconciliation and Journal Entry creation.]
[source, Payeezy],[target, NetSuite],[entity, Payment Method Token],[direction, one-way (event-driven)],[description, Secure payment tokens created by Payeezy stored in NetSuite customer records for recurring payments.]
[source, NetSuite],[target, Payeezy],[entity, Sales Order (Status)],[direction, one-way (event-driven)],[description, NetSuite Sales Order status updates (e.g., 'Pending Fulfillment' to 'Billed') triggering payment capture in Payeezy.]
[source, Payeezy],[target, NetSuite],[entity, Chargeback],[direction, one-way (event-driven)],[description, Real-time chargeback notifications from Payeezy initiating Journal Entries and case management in NetSuite.]

"NetSuite <--> iPaaS <--> Payeezy. Event-driven flows: Payeezy Webhooks (Payment, Refund, Chargeback) -> iPaaS -> NetSuite (Customer Payment, Invoice, Credit Memo, Journal Entry). Scheduled flows: iPaaS -> Payeezy (Settlement Reports) -> iPaaS -> NetSuite (Journal Entry, Reconciliation)."

Pricing

Simple, transparent pricing for Payeezy + NetSuite.

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

Key Entities & Intelligent Mapping for NetSuite Payeezy Integration

Seamless data flow relies on accurate, intelligent mapping of critical entities between NetSuite and Payeezy. Our iPaaS leverages AI to streamline this process, ensuring data integrity and consistency across your financial ecosystem.

Payment Transaction (Payeezy) / Customer Payment (NetSuite)

Represents a financial interaction (authorization, capture, sale, refund) in Payeezy, corresponding to a payment received from a customer in NetSuite.

Payeezy Fields

tranId entity paymentMethod paymentAmount currency appliedToTransactionList undepFunds

NetSuite Fields

transactionId amount currency transactionType transactionStatus orderId paymentMethodType timestamp

Mapping Notes

Payeezy's `transactionId` is crucial for linking to NetSuite's `externalId` or a custom field. `transactionType` maps to NetSuite's `paymentMethod` or a custom 'Payment Gateway Type' field. Ensure `paymentAmount` and `currency` are consistent. For refunds, map Payeezy's `refundId` to NetSuite's `Credit Memo` or a related `Customer Payment` adjustment.

Next Steps

See Payeezy + NetSuite 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 order lifecycle from an eCommerce platform through Payeezy payment processing to NetSuite for fulfillment and financial recording.

Integration Steps:

  1. 0 Customer places order on eCommerce site, initiates payment via Payeezy.
  2. 1 Payeezy authorizes payment and sends webhook notification to iPaaS.
  3. 2 iPaaS creates/updates `Sales Order` in NetSuite, attaching Payeezy transaction ID.
  4. 3 Upon order fulfillment in NetSuite, iPaaS triggers Payeezy to capture payment.
  5. 4 Payeezy captures payment, sends webhook; iPaaS updates `Sales Order` status and creates `Customer Payment` and `Invoice` in NetSuite.

Business Outcome

Real-time order processing, faster cash realization, reduced manual errors, and accurate inventory management.

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 Cycle
Automate payment capture and NetSuite sales order processing, reducing manual delays and accelerating revenue recognition.
Enhanced Financial Accuracy
Eliminate manual data entry errors and discrepancies with automated reconciliation of Payeezy settlements to NetSuite.
Reduced Operational Costs
Free up accounting and finance teams from tedious manual tasks, allowing them to focus on strategic financial analysis.
Improved PCI DSS Compliance
Leverage Payeezy's tokenization to keep sensitive card data out of your NetSuite environment, significantly reducing compliance scope.
Real-time Financial Visibility
Gain instant insights into payment statuses, refunds, and settlements directly within NetSuite for better decision-making.
Proactive Fraud & Chargeback Management
Utilize AI-enhanced detection and automated workflows to identify and respond to suspicious activities and chargebacks faster.
Scalable Payment Operations
Support growing transaction volumes and new business models without increasing manual overhead, ensuring future-proof operations.
✨

Accelerated Order-to-Cash Cycle

30% Faster Cash Flow

📋 What You Get

Automate payment capture and NetSuite sales order processing, reducing manual delays and accelerating revenue recognition.

💼 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 + NetSuite 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 NetSuite, 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 + NetSuite 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 /services/rest/record/v1/customer Create/update Customer records (e.g., with payment token info) via REST API.
POST /services/rest/record/v1/salesOrder Create Sales Orders or update their status (e.g., based on payment authorization) via REST API.
POST /services/rest/record/v1/invoice Create Invoice records, often linked to a Sales Order, via REST API.
POST /services/rest/record/v1/customerPayment Create Customer Payment records from Payeezy captured transactions via REST API.
POST /services/rest/record/v1/journalEntry Create Journal Entry records for daily Payeezy settlements and fees via REST API.
POST (SOAP) /services/NetSuitePort20232/NetSuitePort General purpose SOAP endpoint for comprehensive operations including search, add, update, delete for most record types, often used for complex queries or bulk operations.

⚡ Transformation Logic

  • Currency Conversion: Handle multi-currency transactions, ensuring conversion rates are applied consistently between Payeezy and NetSuite's base currency or specific subsidiary currencies.
  • Status Mapping: Map Payeezy's `transactionStatus` values (e.g., 'APPROVED', 'DECLINED', 'CAPTURED', 'REFUNDED') to appropriate NetSuite `Sales Order` or `Customer Payment` statuses.
  • Fee Calculation: Extract and categorize Payeezy processing fees from `Settlement Batch` reports and map them to specific NetSuite `Journal Entry` lines/GL accounts.
  • External ID Management: Store Payeezy `transactionId` and `orderId` in NetSuite's `externalId` field or a custom field for easy cross-referencing and de-duplication.
  • Address Harmonization: Standardize billing and shipping address formats during `Customer` or `Sales Order` creation/update to ensure consistency.

🛡️ Error Handling

  • NetSuite API Governance Exceeded: iPaaS detects rate limit errors (e.g., 429) and pauses/retries with exponential backoff.
  • Payeezy Payment Declined: iPaaS updates NetSuite `Sales Order` status to 'Payment Declined' and notifies relevant teams.
  • Invalid NetSuite Field Value: Data validation flags incorrect data types or missing mandatory fields; message routed to DLQ.
  • Duplicate Transaction: iPaaS uses `externalId` to prevent duplicate `Customer Payment` creation in NetSuite.
  • Network Interruption: iPaaS retries API calls until connection is restored or retry limit is reached.
Pricing

Simple, transparent pricing for Payeezy + NetSuite.

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

▸ Why is integrating NetSuite and Payeezy critical for my business?
Integrating NetSuite (your ERP) with Payeezy (your payment gateway) is crucial for automating your entire order-to-cash cycle. It eliminates manual data entry, ensures real-time financial accuracy, accelerates reconciliation, and provides a unified view of your financial health, ultimately improving efficiency and cash flow.

Security FAQs

▸ How does this integration handle PCI DSS compliance?
The integration prioritizes PCI DSS compliance by leveraging Payeezy's tokenization services. This means sensitive customer card data is replaced with a secure, non-sensitive token, which is then passed to and potentially stored in NetSuite (in a custom field). Your systems never store raw card numbers, significantly reducing your PCI scope.

Workflows FAQs

▸ Can I automate daily settlement reconciliation with NetSuite?
Absolutely. The integration includes workflows to automatically fetch daily `Settlement Batch` reports from Payeezy. It then matches individual `Payment Transactions` against `Customer Payments` in NetSuite and creates aggregated `Journal Entries` for revenue and fees, greatly reducing manual reconciliation effort and speeding up your financial close.
▸ How are refunds and chargebacks managed?
Refunds can be initiated directly from NetSuite (e.g., via a `Credit Memo`), triggering a refund request to Payeezy. Payeezy then processes the refund and sends a webhook to update NetSuite. For chargebacks, Payeezy webhooks notify the iPaaS in real-time, which then creates a `Journal Entry` in NetSuite and can trigger case management workflows for dispute resolution.

Technical FAQs

▸ How does the iPaaS handle NetSuite's API governance limits?
Our iPaaS is designed to intelligently manage NetSuite's API governance limits. It employs strategies such as intelligent queuing, batching of requests, exponential backoff for retries, and can distribute API calls across multiple NetSuite integration users or leverage SuiteCloud Plus licenses to ensure high throughput without hitting limits.
▸ Can this integration support multi-subsidiary NetSuite accounts?
Absolutely. The integration is designed to fully support NetSuite OneWorld environments. All transactions and master data are correctly mapped to their respective `Subsidiary` in NetSuite, ensuring accurate financial reporting and compliance across your global operations.

AI Features FAQs

▸ What role does AI play in this integration?
AI significantly enhances the integration by providing intelligent mapping suggestions, detecting anomalies in payment transactions (e.g., potential fraud), automating error resolution for common issues, and offering predictive insights for chargeback risks. It transforms reactive processes into proactive, intelligent workflows.

Development FAQs

▸ Is this a low-code/no-code integration solution?
Yes, our solution is built on a low-code/no-code iPaaS. This empowers business users and analysts to visually design, build, and manage complex integration workflows between NetSuite and Payeezy using a drag-and-drop interface, without requiring extensive coding knowledge.
Implementation Timeline

Go live with Payeezy + NetSuite 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 NetSuite, 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 + NetSuite 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 + NetSuite.

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 + NetSuite 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