Integration Hero
Connect™

Unify Payments & Accounting: Seamless Sage 50 Payeezy Integration

Automate your entire order-to-cash cycle, from secure Payeezy transactions to real-time financial updates in Sage 50, powered by intelligent iPaaS.

Get Pricing

See how it works
The Challenge

The Disconnected Payment-to-Accounting Challenge

Managing online payments and financial records across disparate systems like Payeezy and Sage 50 can be a significant operational bottleneck for businesses. Without a robust integration, critical financial data remains siloed, leading to inefficiencies, errors, and compliance risks.

  • Manual data entry of Payeezy transactions into Sage 50.
  • Delayed or inaccurate financial reporting and cash flow visibility.
  • Time-consuming daily/monthly reconciliation of payment settlements.
  • Risk of human error in posting payments, refunds, and chargebacks.
  • Challenges in maintaining PCI DSS compliance when handling sensitive payment data.
  • Lack of a unified view of customer payment history and financial status.
  • Slow resolution of payment discrepancies and chargebacks.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Solution: Sage 50 Payeezy Integration via iPaaS

Our iPaaS-driven integration solution seamlessly bridges the gap between Payeezy's robust payment processing and Sage 50's comprehensive accounting capabilities. By orchestrating automated workflows, we ensure that every transaction, refund, and settlement is accurately and instantly reflected in your financial records, transforming your payment-to-accounting pipeline.

  • Real-time payment transaction synchronization
  • Automated daily settlement reconciliation
  • Bi-directional customer and order data sync
  • Streamlined refund and chargeback processing
  • Secure payment tokenization for PCI DSS compliance
Implementation Timeline

Go live with Payeezy + Sage 50 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 50, 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 50 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 transaction synchronization
  • Automated daily settlement reconciliation
  • Bi-directional customer and order data sync
  • Streamlined refund and chargeback processing
  • Secure payment tokenization for PCI DSS compliance
  • AI-powered data mapping and validation
  • Low-code/no-code workflow builder

Technical Integration Details & Data Flow

The integration between Sage 50 and Payeezy is built upon an API-first, event-driven architecture orchestrated by a modern iPaaS. This ensures secure, reliable, and real-time data exchange, streamlining financial operations and providing a single source of truth.

Data Flow Steps

Connectors & Authentication: Secure, pre-built connectors establish authenticated connections to both Sage 50 (via OAuth 2.0 or secure API keys) and Payeezy (via OAuth 2.0).

Event Triggers: Payeezy webhooks (for transaction status, refunds, chargebacks) and scheduled iPaaS jobs (for settlement reports) initiate workflows.

Data Ingestion: The iPaaS receives JSON payloads from Payeezy, containing transaction details, customer info, or settlement summaries.

Data Mapping & Transformation: Using a visual mapping canvas, data fields from Payeezy are transformed and mapped to the corresponding entities and fields in Sage 50's schema. This includes data type conversions, conditional logic, and value lookups.

AI-Powered Validation: AI algorithms validate incoming data against Sage 50's business rules and identify anomalies or potential errors before processing.

Sage 50 API Interaction: The iPaaS makes secure API calls to Sage 50 to create, update, or retrieve records (e.g., Sales Invoices, Customer Receipts, Journal Entries).

Error Handling & Retries: Robust error handling mechanisms, including exponential backoff retries for transient issues, ensure data delivery. Persistent errors are routed to a dead-letter queue and trigger alerts.

Logging & Monitoring: All integration activities, data transformations, and API interactions are logged and monitored via a centralized dashboard, providing full observability.

Data Touchpoints

Payeezy: Payment Transaction, Customer, Order, Payment Method Token, Refund, Chargeback, Settlement Batch, Webhook Notification.
Sage 50: Customer, Sales Order, Sales Invoice, Payment, Journal Entry, General Ledger Account.

"Payeezy (Event/Webhook) -> iPaaS (Listener & Transformation) -> Sage 50 (API Call) AND Payeezy (Scheduled API Call) <- iPaaS (Scheduled Job) -> Sage 50 (API Call)"

Pricing

Simple, transparent pricing for Payeezy + Sage 50.

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 Data Entities & Field Mappings

Accurate mapping of data entities is crucial for a successful integration. Our iPaaS provides a visual mapping canvas to harmonize the different data schemas between Payeezy and Sage 50, ensuring data integrity and consistency.

Payment Transaction / Payment

Represents a single payment event (authorization, capture, sale) in Payeezy, mapped to a Customer Receipt or Payment record in Sage 50.

Payeezy Fields

[field, PaymentID],[type, string],[description, Unique identifier for the payment receipt.] [field, CustomerID],[type, string],[description, ID of the customer making the payment.] [field, TransactionDate],[type, date],[description, Date of the payment.] [field, Amount],[type, decimal],[description, Total payment amount.] [field, ReferenceNumber],[type, string],[description, External reference for the payment (e.g., Payeezy transaction ID).] [field, PaymentMethod],[type, string],[description, Method of payment (e.g., Credit Card, Bank Transfer).] [field, AppliedToInvoiceID],[type, string],[description, Invoice ID the payment is applied to.]

Sage 50 Fields

[field, transactionId],[type, string],[description, Unique Payeezy transaction identifier.] [field, amount],[type, decimal],[description, Transaction amount.] [field, currency],[type, string],[description, Currency of the transaction.] [field, transactionType],[type, string],[description, Type of transaction (SALE, AUTH, CAPTURE).] [field, transactionStatus],[type, string],[description, Status of the transaction (APPROVED, DECLINED, VOIDED).] [field, orderId],[type, string],[description, Reference ID for the associated order.] [field, paymentMethodType],[type, string],[description, Type of payment used (e.g., Credit Card).] [field, timestamp],[type, datetime],[description, Date and time of the transaction.]

Mapping Notes

Map `transactionId` to `ReferenceNumber`. `amount` to `Amount`. `transactionStatus` to update Sage 50 payment status or trigger error. `orderId` to `AppliedToInvoiceID`. `paymentMethodType` to `PaymentMethod` (requires lookup/translation).

Next Steps

See Payeezy + Sage 50 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.

E-commerce Order-to-Cash Automation

For online businesses, this integration automates the entire sales process from a customer placing an order on an eCommerce platform to the final payment capture via Payeezy and subsequent financial record creation in Sage 50.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce platform, initiating payment via Payeezy.
  2. 1 Payeezy processes the payment (authorization, then capture).
  3. 2 Payeezy sends a real-time webhook notification of the successful transaction to the iPaaS.
  4. 3 iPaaS orchestrates: 1. Customer creation/matching in Sage 50. 2. Sales Order or Sales Invoice creation in Sage 50. 3. Payment Receipt posting in Sage 50, linked to the invoice.

Business Outcome

Real-time revenue recognition, reduced manual data entry errors, faster order fulfillment, improved customer experience, accurate AR aging.

Frequency

Real-time, Event-driven

Business Value

Key Integration Benefits

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

Automated Financial Reconciliation
Eliminate manual data entry and cross-referencing. Automatically match Payeezy settlement reports with Sage 50 payments, accelerating your financial close process by up to 80%.
Real-Time Cash Flow Visibility
Gain instant insights into your payment statuses and cash flow. Every Payeezy transaction is reflected in Sage 50 in near real-time, enabling proactive financial management.
Enhanced Data Accuracy & Integrity
Minimize human error inherent in manual data entry. Automated, validated data flows ensure consistency and accuracy across Payeezy and Sage 50, improving reporting reliability.
Simplified PCI DSS Compliance
Leverage Payeezy's tokenization services through secure integration, reducing your PCI DSS scope and ensuring sensitive customer payment data is handled with the highest security standards.
Accelerated Order-to-Cash Cycle
Streamline the entire process from customer payment capture to invoice generation and receipt posting in Sage 50, leading to faster order fulfillment and improved customer satisfaction.
Proactive Fraud & Chargeback Management
Utilize AI-enhanced anomaly detection and automated workflows to quickly identify suspicious transactions and efficiently manage chargebacks, protecting your revenue.
Scalable & Future-Proof Operations
Our iPaaS solution scales with your business, handling increased transaction volumes and easily adapting to new business requirements without complex re-coding.
✨

Automated Financial Reconciliation

80% Faster Close

📋 What You Get

Eliminate manual data entry and cross-referencing. Automatically match Payeezy settlement reports with Sage 50 payments, accelerating your financial close process by up to 80%.

💼 Business Impact

This benefit directly contributes to 80% improvement in Faster Close, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Payeezy + Sage 50 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 50, 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 50 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, GET, PUT /v1/customers Create, retrieve, and update customer records for sales order processing and CRM sync.
POST, GET, PUT /v1/sales_orders Create and retrieve sales orders from eCommerce or CRM, manage order status.
POST, GET, PUT /v1/invoices Generate and retrieve sales invoices, apply payments, and manage billing cycles.
POST, GET /v1/payments Record customer payments and reconcile transactions from payment gateways.
POST /v1/journal_entries Automate the creation of general ledger journal entries.

⚡ Transformation Logic

  • Date Formatting: Convert Payeezy timestamps (ISO 8601) to Sage 50's required date format (e.g., YYYY-MM-DD).
  • Currency Conversion: Handle multi-currency transactions if applicable, converting to Sage 50's base currency using predefined exchange rates.
  • Status Mapping: Translate Payeezy `transactionStatus` values (e.g., 'APPROVED', 'DECLINED') to Sage 50's `Payment` or `Invoice` status fields.
  • Conditional Logic: Apply rules like 'If `transactionType` is 'SALE', create `Sales Invoice` and `Payment`. If `transactionType` is 'REFUND', create `Credit Memo`.'
  • Lookup Tables: Map Payeezy `paymentMethodType` to Sage 50's internal `PaymentMethod` codes.
Pricing

Simple, transparent pricing for Payeezy + Sage 50.

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 Integration FAQs

▸ Why should I integrate Sage 50 with Payeezy using an iPaaS?
An iPaaS provides a centralized, scalable, and secure platform for all your integrations. Unlike brittle point-to-point connections, it offers advanced data mapping, error handling, monitoring, and AI-driven automation for Sage 50 and Payeezy, reducing maintenance costs, improving data quality, and enabling complex, orchestrated workflows across your entire ecosystem.

Workflow Automation FAQs

▸ What kind of payment transactions can be automated between Payeezy and Sage 50?
You can automate the posting of successful payment captures (sales), refunds, and even flag chargebacks. The integration ensures that these Payeezy transactions are accurately reflected as customer receipts, credit memos, or journal entries in Sage 50, streamlining your accounts receivable and general ledger processes.

Security & Compliance FAQs

▸ How does this integration ensure PCI DSS compliance?
The integration prioritizes PCI DSS compliance by leveraging Payeezy's tokenization services. Sensitive card data is converted into secure, non-sensitive tokens, which are then referenced in your systems. This significantly reduces your own PCI DSS scope, as raw card numbers are never stored in Sage 50 or the iPaaS. All data communication is encrypted via TLS 1.2+.

Financial Reconciliation FAQs

▸ Can I automate daily settlement reconciliation between Payeezy and Sage 50?
Absolutely. A key feature of this integration is the automation of daily settlement reconciliation. The iPaaS fetches daily settlement reports from Payeezy, reconciles them with individual payments posted in Sage 50, accounts for fees, and automatically posts consolidated journal entries to your Sage 50 General Ledger, eliminating manual effort.

AI Enhancements FAQs

▸ What role does AI play in enhancing the Sage 50 Payeezy integration?
AI augments the integration by providing intelligent capabilities such as automated data validation, anomaly detection in financial transactions (e.g., fraud), smart data mapping suggestions, and predictive insights for reconciliation. This reduces manual effort, improves data quality, and enhances decision-making and risk mitigation.

Error Handling FAQs

▸ How do I handle errors or failed transactions in the integration?
Our iPaaS includes comprehensive error handling. Failed transactions are logged in detail, retried with configurable exponential backoff, and if still unsuccessful, moved to a dead-letter queue for manual review. Automated alerts notify relevant teams (IT, finance) immediately, allowing for quick investigation and resolution, minimizing disruption.

Customization FAQs

▸ Is the integration customizable for specific business rules or custom fields?
Yes, the iPaaS offers extensive customization. You can easily define custom data mappings, implement conditional logic, and integrate custom fields from your source systems into Sage 50. The low-code/no-code interface allows business users to adapt workflows to unique business rules without extensive coding, ensuring flexibility and agility.

Performance FAQs

▸ How does the integration handle API rate limits for Sage 50 and Payeezy?
The iPaaS is engineered to intelligently manage API rate limits. It employs strategies such as client-side rate limiting, exponential backoff for retries, intelligent batching of requests, and asynchronous processing for high-volume operations. This ensures that the integration operates smoothly without overwhelming either Sage 50 or Payeezy APIs, maintaining system stability.
Implementation Timeline

Go live with Payeezy + Sage 50 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 50, 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 50 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 50.

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 50 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