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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Payeezy and Sage X3 through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Payeezy and Sage X3.

  • Map custom fields in Sage X3's `Sales Order (SOH)`, `Invoice (SIH)`, `Payment (PAY)`, and `Customer (BPC)` entities to corresponding data points from Payeezy or the originating eCommerce platform.
  • Utilize custom fields in Payeezy transaction payloads for specific tracking or reporting needs, seamlessly integrating them into Sage X3.
Implementation Timeline

Go live with Payeezy + Sage X3 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 X3, 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 X3 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Map custom fields in Sage X3's `Sales Order (SOH)`, `Invoice (SIH)`, `Payment (PAY)`, and `Customer (BPC)` entities to corresponding data points from Payeezy or the originating eCommerce platform.
  • Utilize custom fields in Payeezy transaction payloads for specific tracking or reporting needs, seamlessly integrating them into Sage X3.

Secure & Scalable Integration Architecture: Sage X3 & Payeezy

The integration architecture leverages a modern, cloud-native iPaaS as the central orchestration layer, connecting Sage X3 and Payeezy through secure APIs and event-driven webhooks. This provides a highly scalable, fault-tolerant, and observable solution for complex financial workflows.

Data Flow Steps

Event-Driven Architecture: Utilize Payeezy webhooks for immediate processing of payment events (authorizations, captures, refunds, chargebacks).

API-First Design: Leverage Sage X3's RESTful APIs for creating and updating records, ensuring programmatic control and consistency.

Canonical Data Model: Define a standardized data model within the iPaaS for common entities (e.g., 'Payment', 'Order') to simplify mapping between disparate systems.

Publish-Subscribe: iPaaS publishes processed financial events that other downstream systems can subscribe to (e.g., WMS for fulfillment, CRM for customer updates).

Asynchronous Processing: Queue high-volume or non-real-time operations (like daily settlement fetching) to prevent system overload and maintain responsiveness.

Data Touchpoints

Payeezy Payment Gateway: Source of real-time payment events and settlement data.
iPaaS Runtime: Cloud-native execution environment for integration flows, connectors, and transformations.
iPaaS Connectors: Pre-built, optimized connectors for Sage X3 (REST/SOAP) and Payeezy (REST).
iPaaS Data Mapping & Transformation Engine: Visual, low-code tool for schema harmonization and business rule application.
iPaaS Workflow Orchestrator: Manages sequence, conditional logic, and parallel processing of integration steps.
iPaaS Monitoring & Alerting: Centralized dashboards and notification services for operational visibility.
AI/ML Service (integrated with iPaaS): For fraud detection, anomaly detection, and intelligent mapping.
Secrets Management: Secure storage for API keys and OAuth tokens.
Sage X3 ERP: Target system for financial and operational data updates.

"Conceptual Diagram: Payeezy (Payment Gateway) <-> [Webhooks / APIs] <-> iPaaS (Integration Platform as a Service) <-> [Connectors / APIs] <-> Sage X3 (ERP). The iPaaS acts as the central hub for data transformation, routing, error handling, and AI-driven intelligence, with external systems like eCommerce platforms feeding into Payeezy and consuming data from Sage X3."

Pricing

Simple, transparent pricing for Payeezy + Sage X3.

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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Payment Transaction / Payment

Core financial transaction data, reflecting authorizations, captures, sales, refunds, or voids from Payeezy, mapped to Sage X3's payment records and journal entries.

Payeezy Fields

NUM (Payment Number) PAYDAT (Payment Date) BPRNUM (Business Partner Number - Customer) CUR (Currency) AMT (Amount) BPCCUR (Business Partner Currency) PAYTYP (Payment Type) JOUENT (Journal Entry - for direct GL posting)

Sage X3 Fields

transactionId amount currency transactionType transactionStatus orderId paymentMethodType paymentMethodToken timestamp

Mapping Notes

Payeezy's `transactionId` is typically mapped to a custom field or reference in Sage X3's `Payment (PAY)` entity or `Journal Entry (GACC)` to maintain a direct link. Payeezy's `transactionStatus` (e.g., 'Approved', 'Captured', 'Refunded') must be mapped to appropriate `PAYTYP` or internal status fields in Sage X3, potentially triggering different workflows.

Next Steps

See Payeezy + Sage X3 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 an online order placed on an eCommerce platform, through payment processing by Payeezy, to its final posting and fulfillment initiation in Sage X3.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Payment is processed via Payeezy, sending real-time webhook (authorization/capture) to iPaaS.
  3. 2 iPaaS receives Payeezy transaction data, validates, and transforms it.
  4. 3 iPaaS creates/updates 'Sales Order (SOH)' in Sage X3, updating payment status and inventory.
  5. 4 Upon payment capture, iPaaS automatically creates 'Invoice (SIH)' and 'Payment (PAY)' records in Sage X3.

Business Outcome

Accelerated order fulfillment, real-time revenue recognition, reduced manual data entry and errors, improved cash flow.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Sage X3 & Payeezy Integration: Automated Payments & ERP Reconciliation
Key benefit of this integration
Automated eCommerce Order-to-Cash
Key benefit of this integration
Daily Payment Settlement & Reconciliation
Key benefit of this integration
Automated Refund & Chargeback Processing
Key benefit of this integration
API Endpoints & Connectivity
Key benefit of this integration
Intelligent Data Flow & Synchronization
Key benefit of this integration
✨

Sage X3 & Payeezy Integration: Automated Payments & ERP Reconciliation

📋 What You Get

Key benefit of this integration

💼 Business Impact

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

Implementation Timeline

Go live with Payeezy + Sage X3 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 X3, 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 X3 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 /api/v1/sales/salesOrders Create new sales orders in Sage X3 based on payment authorizations or captured payments from Payeezy.
GET /api/v1/sales/salesOrders/{id} Retrieve specific sales order details to update payment status or link Payeezy transactions.
POST /api/v1/financials/invoices Create new customer invoices in Sage X3 upon successful payment capture via Payeezy.
POST /api/v1/financials/payments Record incoming customer payments in Sage X3, linking them to corresponding invoices.
POST/PUT /api/v1/customers/businessPartners Create or update customer master records in Sage X3 from payment-related customer data.
POST /api/v1/financials/journalEntries Post summarized financial data or specific payment-related ledger entries not directly tied to an invoice.

⚡ Transformation Logic

  • Status Mapping: Payeezy `transactionStatus` (e.g., 'captured') maps to Sage X3 `PAYTYP` or custom payment status fields (e.g., 'Paid').
  • Currency Conversion: Dynamic currency conversion rules can be applied within the iPaaS if transactions occur in multiple currencies.
  • Data Enrichment: Enhance Payeezy transaction data with additional customer or product details from Sage X3 or other systems during the iPaaS flow.
  • Deduplication Logic: Implement checks for existing `Customer (BPC)` records in Sage X3 based on email or external IDs before creating new ones.
  • Invoice/Payment Linking: Automatically link Payeezy transactions to specific Sage X3 `Sales Orders (SOH)` and `Invoices (SIH)` using `orderId` and `transactionId` references.
  • Fee Allocation: Automatically calculate and post Payeezy transaction fees to designated `Ledger Accounts (ACC)` in Sage X3 during settlement reconciliation.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS retries with exponential backoff.
  • Invalid Sage X3 Customer Data: Leads to failed `Invoice (SIH)` or `Payment (PAY)` creation; routed to dead-letter queue.
  • Payeezy Transaction Failure: Status updated in iPaaS, triggering alert and potentially holding `Sales Order (SOH)`.
  • Network Connectivity Issues: Transient errors trigger retries; prolonged outages trigger circuit breaker and alerts.
  • Data Type Mismatch: Transformation error in iPaaS, logged, and alerted.
  • Duplicate Transaction ID: Handled by idempotent processing logic in iPaaS.
Pricing

Simple, transparent pricing for Payeezy + Sage X3.

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 X3 and Payeezy?
The primary benefit is end-to-end automation of your order-to-cash cycle, from payment capture to financial reconciliation in Sage X3. This leads to faster cash flow, reduced manual errors, enhanced financial accuracy, and improved fraud prevention through real-time data synchronization.

Technical FAQs

▸ How does this integration handle real-time payments and reconciliation?
The integration leverages Payeezy's webhooks to receive real-time notifications for payment authorizations, captures, and refunds. An iPaaS processes these events instantly, updating Sage X3's sales orders, invoices, and payment records. Daily settlement reports from Payeezy are automatically fetched and reconciled with Sage X3's ledger entries, ensuring continuous financial accuracy.
▸ What kind of API authentication does Sage X3 support for integrations?
Sage X3 typically supports OAuth 2.0 or API Key authentication for its newer RESTful APIs (especially version 12+), and basic authentication for legacy SOAP-based Web Services. For secure integrations, leveraging OAuth 2.0 with an iPaaS is recommended for token management and granular access control.

Security FAQs

▸ What are the security measures for sensitive payment data in this integration?
Security is paramount. The integration mandates Payeezy's tokenization services, replacing sensitive card data with non-sensitive tokens. All data in transit is encrypted using TLS 1.2+. The iPaaS employs secure credential management, IP whitelisting, and audit trails to ensure PCI DSS compliance and protect sensitive information.

Customization FAQs

▸ Can I customize the payment workflow to my specific business rules?
Absolutely. The iPaaS offers a low-code/no-code visual designer and a powerful rules engine, allowing business users to easily configure custom data mappings, conditional logic, and unique business rules. You can tailor workflows for specific payment types, customer segments, or even trigger custom Sage X3 processes, all without extensive coding.

AI Features FAQs

▸ How does AI enhance fraud detection and data mapping in this integration?
AI significantly boosts capabilities by analyzing Payeezy transaction data in real-time to detect anomalies and potential fraud patterns, triggering automated alerts or actions. For data mapping, an AI co-pilot suggests optimal field mappings and transformations between Sage X3 and Payeezy, reducing manual effort and improving data quality.

Performance FAQs

▸ How does the iPaaS manage Sage X3 and Payeezy API rate limits?
The iPaaS implements intelligent strategies to manage API rate limits, including message queuing to buffer requests, exponential backoff for retries, and batching operations where supported by the APIs. This prevents API throttling, ensures consistent performance, and maintains system stability.

Use Cases FAQs

▸ Can I automate refunds and chargebacks between Sage X3 and Payeezy?
Yes, the integration fully supports automation for refunds and chargebacks. Refunds initiated from Sage X3 or an eCommerce platform can automatically trigger the refund process via Payeezy APIs. Payeezy chargeback webhooks are captured by the iPaaS to create automated cases or adjustments in Sage X3, streamlining dispute management.
Implementation Timeline

Go live with Payeezy + Sage X3 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 X3, 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 X3 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 X3.

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 X3 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