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Unlock Real-time Financial Automation: Sage 100 Payeezy Integration

Connect your ERP to the world of secure payments. Automate order-to-cash, streamline reconciliation, and gain unparalleled financial visibility with a powerful iPaaS.

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The Challenge

The Costly Disconnect Between Payments and Your ERP

Managing payments and financials across disparate systems like Payeezy and Sage 100 without proper integration leads to significant operational inefficiencies, financial inaccuracies, and increased compliance risks. Businesses often grapple with a fragmented view of their cash flow and customer payment status.

  • Manual entry of Payeezy transactions into Sage 100 is time-consuming and error-prone.
  • Delayed reconciliation of daily Payeezy settlements against Sage 100 AR, impacting financial close.
  • Lack of real-time visibility into payment statuses for sales orders, hindering fulfillment decisions.
  • Inefficient handling of refunds and chargebacks, leading to customer dissatisfaction and potential revenue loss.
  • Compliance concerns (PCI DSS) when sensitive payment data isn't handled securely across systems.
  • Inconsistent customer data between payment records and ERP, affecting reporting and customer service.
Integration Diagram
Solution Illustration
The Solution

Seamless Sage 100 Payeezy Integration: Your Path to Automated Financials

Our powerful iPaaS solution provides a pre-built, configurable integration between Sage 100 and Payeezy, transforming your payment processing and financial management. By leveraging a modern, API-first, and event-driven architecture, we automate critical workflows, ensure data accuracy, and provide real-time insights.

  • Bi-directional data synchronization for key entities.
  • Real-time payment transaction updates from Payeezy to Sage 100.
  • Automated daily settlement reconciliation and GL posting.
  • Streamlined refund and chargeback management workflows.
  • Secure tokenization for PCI DSS compliance.
Implementation Timeline

Go live with Payeezy + Sage 100 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 Sage 100, 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 + Sage 100 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.
  • Real-time payment transaction updates from Payeezy to Sage 100.
  • Automated daily settlement reconciliation and GL posting.
  • Streamlined refund and chargeback management workflows.
  • Secure tokenization for PCI DSS compliance.
  • Customizable data mapping and transformation rules.
  • Centralized monitoring and error handling dashboard.

Sage 100 Payeezy: Technical Integration Details

The integration leverages a robust iPaaS to connect Sage 100 and Payeezy, utilizing their respective API capabilities and event-driven mechanisms. This ensures secure, reliable, and scalable data exchange for critical payment and financial workflows.

Data Flow Steps

Connectivity & Authentication: iPaaS establishes secure connections to Sage 100 (via specialized connector encapsulating BOI/ODBC or direct APIs) and Payeezy (via OAuth 2.0). Credentials are securely managed in a vault.

Event Triggering: Payeezy webhooks are configured to notify the iPaaS in real-time for events like successful transactions, refunds, or chargebacks. For Sage 100, events can be triggered by API calls, scheduled queries for new records, or specific business object updates.

Data Ingestion: The iPaaS captures the incoming data payload (e.g., Payeezy Payment Transaction object) or queries Sage 100 for relevant records (e.g., Sales Order for invoicing).

Schema Mapping & Transformation: Using a visual designer, data fields from the source system are mapped to the target system's schema. This includes data type conversions, value lookups (e.g., mapping Payeezy currency codes to Sage 100), and custom business logic (e.g., calculating sales tax).

Data Validation: The iPaaS applies predefined validation rules to ensure data integrity and compliance with Sage 100's business logic (e.g., mandatory fields, data formats). AI can assist in identifying anomalies.

API Interaction: The transformed and validated data is then sent to the target system via its respective API endpoint (e.g., Sage 100 AR/Invoice POST, Payeezy Refund POST).

Error Handling & Monitoring: Robust error handling mechanisms (retries, dead-letter queues) are in place. All integration activities are logged and monitored via a centralized dashboard, with alerts for critical failures.

Confirmation & Reconciliation: Confirmation messages are processed, and reconciliation workflows run periodically to ensure data consistency across both systems, especially for financial settlements.

Data Touchpoints

Payeezy: Payment Transaction, Customer, Order, Refund, Chargeback, Settlement Batch, Webhook Notification, Payment Method Token
Sage 100: Sales Order, Customer (AR Customer), Item (Inventory Item), Invoice (AR Invoice), Payment (AR Cash Receipt), General Ledger Account, Shipment

"The integration flow typically begins with an event in either Payeezy (e.g., a payment capture) or Sage 100 (e.g., a refund initiation). This event triggers a workflow in the iPaaS. The iPaaS then retrieves/transforms the necessary data, applies business logic and validation, and securely communicates with the other system's API to create or update records. All steps are monitored, and errors are handled gracefully."

Pricing

Simple, transparent pricing for Payeezy + Sage 100.

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 Sage 100 - Payeezy Integration

This integration focuses on harmonizing critical financial and customer data between Sage 100 and Payeezy. Our iPaaS provides flexible, AI-assisted mapping to ensure data consistency and accuracy.

Payment Transaction

Represents a single financial interaction in Payeezy (authorization, capture, sale, refund, void) and its corresponding cash receipt in Sage 100.

Payeezy Fields

PaymentNo (Sage 100 AR Cash Receipt) PaymentDate CustomerNo Amount ReferenceNo (e.g., Payeezy transactionId) PaymentMethod (e.g., Credit Card) AppliedInvoices (linked to AR Invoice) DepositDate GLAccount

Sage 100 Fields

transactionId (Payeezy Payment Transaction) amount currency transactionType transactionStatus orderId paymentMethodType paymentMethodToken timestamp billingAddress customerRef

Mapping Notes

Map Payeezy's `transactionId` to Sage 100's `ReferenceNo` for traceability. `amount` and `currency` must align. `transactionType` maps to internal Sage 100 payment methods. Transaction status updates from Payeezy (webhooks) drive updates to `AppliedInvoices` status or trigger new AR Cash Receipts. AI can help standardize payment method descriptions.

Next Steps

See Payeezy + Sage 100 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

Automates the entire lifecycle of an online order, from creation on an eCommerce platform to final invoice and payment posting in Sage 100, including inventory adjustments and shipping notifications.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 eCommerce system sends payment request to Payeezy.
  3. 2 Payeezy processes payment, sends success webhook to iPaaS.
  4. 3 iPaaS creates Sales Order in Sage 100, updates inventory.
  5. 4 Upon shipment confirmation, iPaaS generates AR Invoice in Sage 100.
  6. 5 iPaaS posts AR Cash Receipt in Sage 100, linking to Payeezy transaction.

Business Outcome

Faster order fulfillment, real-time revenue recognition, reduced manual data entry and errors, improved customer satisfaction with instant order/payment confirmation.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Cash Application & Order-to-Cash
Automate the posting of customer payments from Payeezy directly into Sage 100, significantly reducing manual effort and accelerating the entire order-to-cash cycle. This ensures faster revenue recognition and improved cash flow.
Enhanced Financial Accuracy & Reconciliation
Eliminate manual data entry errors and discrepancies. Our integration automatically reconciles Payeezy settlement reports with Sage 100 records, ensuring your General Ledger is always up-to-date and accurate, reducing audit risk.
Improved Operational Efficiency
Free up your finance and operations teams from repetitive, manual tasks. Automated workflows for payments, refunds, and settlements allow staff to focus on strategic initiatives rather than data entry.
Stronger Security & PCI Compliance
By leveraging Payeezy's tokenization services and secure iPaaS data handling, sensitive card data never touches your Sage 100 environment directly, drastically reducing your PCI DSS compliance scope and enhancing data security.
Real-time Financial Visibility
Gain immediate insights into transaction statuses, cash flow, and financial performance. Real-time synchronization provides a consolidated view across Payeezy and Sage 100 for better decision-making.
Proactive Fraud & Chargeback Management
Utilize Payeezy webhooks and AI-driven anomaly detection to identify and respond to suspicious activities or chargebacks faster, mitigating financial losses and streamlining dispute resolution.
✨

Accelerated Cash Application & Order-to-Cash

70% Faster Cash Application

📋 What You Get

Automate the posting of customer payments from Payeezy directly into Sage 100, significantly reducing manual effort and accelerating the entire order-to-cash cycle. This ensures faster revenue recognition and improved cash flow.

💼 Business Impact

This benefit directly contributes to 70% Faster improvement in Cash Application, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Payeezy + Sage 100 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 Sage 100, 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 + Sage 100 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, PUT, DELETE /AR/Customer Manage customer records for synchronization with Payeezy customer data and linking to payment transactions.
GET, POST, PUT /SO/SalesOrder Create and update sales orders based on eCommerce transactions, which initiate payments via Payeezy.
GET, PUT /CI/Item Retrieve product information and update inventory levels impacted by sales orders tied to Payeezy payments.
GET, POST /AR/Invoice Create Accounts Receivable invoices upon order fulfillment and update their status based on Payeezy payment captures.
POST /GL/JournalEntry Post general ledger entries for financial reconciliation, particularly for Payeezy daily settlement batches and fees.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts to Sage 100's base currency if Payeezy processes in multiple currencies.
  • Payment Method Standardization: Map Payeezy's payment method types (e.g., 'VISA', 'MC') to Sage 100's internal payment method codes.
  • GL Account Mapping: Dynamically determine appropriate Sage 100 GL accounts for payments, fees, and refunds based on transaction type or product lines.
  • Status Synchronization: Translate Payeezy transaction statuses (e.g., 'approved', 'settled', 'refunded') into corresponding Sage 100 Sales Order or Invoice statuses.
  • Customer Deduplication: Implement logic to match incoming customer data from Payeezy to existing Sage 100 `CustomerNo` records, creating new ones only if necessary.
  • Line Item Aggregation: Aggregate or disaggregate Payeezy order line items to fit Sage 100 `Sales Order` or `Invoice` line item structures.

🛡️ Error Handling

  • Payeezy Transaction Failure: Payment declined, insufficient funds. iPaaS updates Sage 100 Sales Order status (e.g., 'Payment Failed') and notifies relevant teams.
  • Sage 100 Validation Error: Invalid customer ID, missing required fields for invoice. iPaaS quarantines the message in a dead-letter queue, logs the error, and alerts the user for correction.
  • Network Connectivity Issues: Temporary API unavailability. iPaaS employs automated retries with exponential backoff.
  • Duplicate Records: Attempting to create a duplicate customer or payment. iPaaS identifies and either updates existing records or flags for manual review based on predefined logic.
  • Reconciliation Discrepancy: Payeezy settlement total doesn't match sum of Sage 100 payments. iPaaS flags discrepancy and provides detailed reports for investigation.
Pricing

Simple, transparent pricing for Payeezy + Sage 100.

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 is the primary benefit of integrating Sage 100 with Payeezy?
The primary benefit is end-to-end automation of your payment and financial workflows. This includes real-time cash application, automated daily settlement reconciliation, streamlined refund processing, and enhanced financial accuracy, all while reducing manual effort and improving cash flow visibility.

Security & Compliance FAQs

▸ How does this integration handle PCI DSS compliance?
The integration prioritizes PCI DSS compliance by leveraging Payeezy's tokenization services. Sensitive card data is never stored in Sage 100 or your internal systems; instead, non-sensitive tokens are used for transactions. The iPaaS itself employs secure data handling, encryption (TLS 1.2+), and access controls to maintain a secure environment.

Financials FAQs

▸ Can this solution automate the reconciliation of daily Payeezy settlements in Sage 100?
Absolutely. A core feature of this integration is the automated fetching and processing of daily Payeezy Settlement Batch reports. The iPaaS matches these against individual Sage 100 AR Cash Receipts and posts reconciled net amounts (including fees) directly to the appropriate General Ledger accounts, drastically reducing manual reconciliation time.

Data & Entities FAQs

▸ What kind of data can be synchronized between Sage 100 and Payeezy?
Key data entities synchronized include Payeezy Payment Transactions (authorizations, captures, refunds, voids), Payeezy Settlement Batches, and related Order and Customer information. In Sage 100, this impacts Sales Orders, AR Invoices, AR Cash Receipts (Payments), General Ledger Accounts, and Customer master data.

Technology FAQs

▸ How does an iPaaS enhance Sage 100 Payeezy integration beyond traditional methods?
A modern iPaaS provides pre-built, low-code/no-code connectors, visual workflow design, AI-assisted mapping and validation, real-time event-driven processing (via webhooks), centralized monitoring, robust error handling, and scalability. This accelerates deployment, reduces IT dependency, and ensures a more agile, resilient, and intelligent integration compared to custom coding or older batch-based methods.

Customization FAQs

▸ Is it possible to customize the integration workflows to fit our specific business rules?
Yes, extensive customization is a key advantage. The iPaaS features a low-code/no-code visual designer and a powerful rules engine, allowing you to easily configure data mappings, add conditional logic, define custom transformations, and integrate with other systems to perfectly align with your unique operational and financial processes.

Troubleshooting FAQs

▸ How does the integration handle errors or failed transactions?
The iPaaS implements a multi-tiered error handling strategy. This includes automated retry mechanisms with exponential backoff for transient issues, a dead-letter queue for persistent failures requiring manual review, comprehensive logging, and configurable alerts (email, Slack) to notify administrators of critical integration errors, ensuring no data is lost and issues are resolved promptly.
Implementation Timeline

Go live with Payeezy + Sage 100 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 Sage 100, 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 + Sage 100 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 + Sage 100.

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 + Sage 100 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