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Unlock Seamless Payments & eCommerce with Sitecore Payeezy Integration

Automate your order-to-cash, reduce fraud, and elevate customer experiences with real-time, secure payment processing powered by an intelligent iPaaS.

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The Challenge

The Challenges of Disconnected Sitecore Payments

In today's fast-paced digital commerce landscape, a fragmented payment ecosystem between your Sitecore platform and payment gateway creates significant operational friction, security risks, and a subpar customer experience. Manual processes are costly, error-prone, and hinder growth.

  • Manual Payment Reconciliation: Finance teams spend hours manually matching Payeezy transactions with Sitecore orders and ERP records, leading to delays and errors.
  • Delayed Order Processing: Lack of real-time payment status updates in Sitecore slows down order fulfillment, impacting customer satisfaction.
  • Inconsistent Data Across Systems: Discrepancies in order and payment statuses between Sitecore, Payeezy, and ERP lead to confusion and reconciliation nightmares.
  • Inefficient Refund Management: Manual refund processing is slow, prone to errors, and negatively impacts customer loyalty.
  • Security & PCI Compliance Burden: Handling sensitive payment data without proper tokenization increases PCI scope and security risks for your Sitecore environment.
  • Limited Fraud Detection: Basic payment gateway integrations may lack advanced, real-time fraud analysis, exposing your business to financial losses.
  • Complex Subscription Billing: Managing recurring payments and failed renewals manually for Sitecore subscriptions is cumbersome and leads to churn.
Integration Diagram
Solution Illustration
The Solution

Your Unified Sitecore & Payeezy Integration Solution

Our iPaaS-driven solution seamlessly connects Sitecore's powerful eCommerce capabilities with Payeezy's secure payment processing. This creates a real-time, automated, and intelligent ecosystem that streamlines financial operations, enhances security, and delivers superior customer experiences.

  • Real-time Order-to-Cash Automation: From Sitecore checkout to Payeezy payment capture and ERP order creation, all synchronized instantly.
  • Automated Refund Processing: Triggered by ERP returns, refunds are processed swiftly and accurately in Payeezy and reflected in Sitecore.
  • Secure Subscription Billing: Leverage Payeezy tokens for PCI-compliant recurring payments and intelligent dunning management.
  • AI-Enhanced Fraud Detection: Proactive identification of suspicious transactions from Sitecore orders, minimizing financial risk.
  • Daily Settlement Reconciliation: Automate the matching of Payeezy settlement reports with your ERP's General Ledger.
Implementation Timeline

Go live with Payeezy + Sitecore 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 Sitecore, 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 + Sitecore 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 Order-to-Cash Automation: From Sitecore checkout to Payeezy payment capture and ERP order creation, all synchronized instantly.
  • Automated Refund Processing: Triggered by ERP returns, refunds are processed swiftly and accurately in Payeezy and reflected in Sitecore.
  • Secure Subscription Billing: Leverage Payeezy tokens for PCI-compliant recurring payments and intelligent dunning management.
  • AI-Enhanced Fraud Detection: Proactive identification of suspicious transactions from Sitecore orders, minimizing financial risk.
  • Daily Settlement Reconciliation: Automate the matching of Payeezy settlement reports with your ERP's General Ledger.
  • Unified Customer Profiles: Harmonize customer data between Sitecore and payment records for a 360-degree view.
  • Low-Code Workflow Orchestration: Empower business users to design and manage complex payment workflows without extensive coding.

Detailed Integration Overview: How Sitecore & Payeezy Connect

The integration between Sitecore and Payeezy is built on an API-first, event-driven architecture, orchestrated by a modern iPaaS. This ensures real-time data flow, robust error handling, and secure, scalable operations for all payment-related workflows.

Data Flow Steps

1. Event Trigger: A customer action in Sitecore (e.g., 'Order Placed', 'Subscription Created') or an internal system event (e.g., 'ERP Return Initiated') triggers an iPaaS workflow.

2. Data Extraction: The iPaaS extracts relevant data from Sitecore (e.g., 'Order' details, 'Customer' info) or the initiating system via its API or webhooks.

3. Data Transformation & Mapping: The extracted data is transformed and mapped to Payeezy's required schema. AI-assisted mapping ensures accuracy and efficiency.

4. Secure API Call to Payeezy: The iPaaS makes a secure API call to the appropriate Payeezy endpoint (e.g., `/v1/payments` for authorization, `/v1/payments/{transaction_id}/refund` for refunds), using securely stored API keys and potentially HMAC signatures.

5. Payeezy Processing & Response: Payeezy processes the transaction and returns a response, often triggering a webhook (e.g., `payment.transaction.succeeded`) back to the iPaaS.

6. Data Transformation & Validation: The iPaaS receives the Payeezy response, validates it, and transforms it into the Sitecore or ERP schema.

7. Update Sitecore & Downstream Systems: The iPaaS updates the relevant entities in Sitecore (e.g., 'Order Status', 'Payment Transaction' record) and synchronizes data to other systems like ERP (e.g., 'Sales Order', 'Invoice') or CRM ('Customer Profile').

8. Logging & Monitoring: Every step is logged, and performance metrics are monitored in real-time. Alerts are triggered for any failures or anomalies.

Data Touchpoints

Sitecore: Orders, Carts, Customers/Contacts, Payment Transactions, Products.
Payeezy: Payment Transactions, Refunds, Payment Tokens, Settlement Batches, Merchant Accounts, Fraud Scores.
iPaaS: Acts as the central data broker, managing all transformations and orchestrating flows.

"Sitecore (Order/Customer Events) --[API/Webhook]--> iPaaS --[Transform/Validate]--> Payeezy (Payment/Token/Refund API) --[Webhook/API Response]--> iPaaS --[Transform/Validate]--> Sitecore (Update Order/Payment) AND ERP/CRM (Sync Order/Customer/Invoice)."

Pricing

Simple, transparent pricing for Payeezy + Sitecore.

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

Core Entities and Cross-System Mapping

Understanding how key business entities map and transform between Sitecore and Payeezy is fundamental to a successful integration. The iPaaS provides a visual canvas for these complex mappings, ensuring data integrity and consistency.

Order

The central entity for eCommerce, originating in Sitecore and driving payment actions in Payeezy.

Payeezy Fields

orderId totalAmount currency orderStatus paymentStatus items customerId billingAddress shippingAddress

Sitecore Fields

OrderId CustomerEmail OrderDate OrderStatus TotalAmount Currency PaymentMethod LineItems ShippingAddress BillingAddress

Mapping Notes

Sitecore's `OrderId` is the primary key for linking to Payeezy's `orderId`. `TotalAmount` and `Currency` must be precise. Sitecore's `OrderStatus` and `PaymentStatus` are critical for reflecting Payeezy's transaction outcomes. Line item details from Sitecore are essential for detailed financial reconciliation in ERP.

Next Steps

See Payeezy + Sitecore 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.

Real-time Order-to-Cash Automation

Seamlessly connect your Sitecore checkout to Payeezy for instant payment authorization and capture, then automatically push validated orders to your ERP for fulfillment. This ensures immediate revenue recognition and rapid order processing.

Integration Steps:

  1. 0 Customer completes Sitecore checkout, payment details sent to iPaaS.
  2. 1 iPaaS orchestrates payment authorization with Payeezy.
  3. 2 Payeezy approves, iPaaS updates Sitecore order status to 'Payment Authorized'.
  4. 3 Upon fulfillment readiness, iPaaS triggers payment capture in Payeezy.
  5. 4 Successful capture updates Sitecore order to 'Payment Captured' and creates Sales Order in ERP.
  6. 5 ERP fulfillment updates trigger shipment notifications in Sitecore.

Business Outcome

Accelerated cash flow, reduced manual data entry, improved order accuracy, and enhanced customer satisfaction through faster fulfillment.

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 order synchronization, drastically reducing the time from customer purchase to revenue recognition.
Enhanced Payment Security & Compliance
Leverage Payeezy's tokenization for PCI DSS compliance, minimizing risk and protecting sensitive customer data.
Reduced Fraud & Chargebacks
Implement AI-enhanced fraud detection for Sitecore transactions, proactively identifying and mitigating financial risks.
Streamlined Financial Reconciliation
Automate daily settlement reporting and reconciliation with your ERP, eliminating manual errors and saving valuable finance team hours.
Improved Customer Experience
Provide real-time order and refund status updates, ensuring transparency and building customer trust and loyalty.
Agile Workflow Automation
Empower business users with low-code/no-code tools to quickly adapt and extend payment workflows as business needs evolve.
Scalable for Growth
The robust iPaaS architecture ensures your payment infrastructure can effortlessly handle increasing eCommerce volumes and global expansion.
✨

Accelerated Order-to-Cash Cycle

30% Faster O2C Cycle

📋 What You Get

Automate payment capture and order synchronization, drastically reducing the time from customer purchase to revenue recognition.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster O2C Cycle, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Payeezy + Sitecore 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 Sitecore, 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 + Sitecore 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 /v1/payments Process new payment authorizations and captures from Sitecore checkout. Essential for creating 'Payment Transaction' records.
POST /v1/payments/{transaction_id}/void Void an authorized but uncaptured transaction, typically when a Sitecore order is canceled before fulfillment or capture.
POST /v1/payments/{transaction_id}/refund Process full or partial refunds for captured transactions, initiated by returns in Sitecore or ERP systems.
GET /v1/transactions Retrieve transaction history or details for reconciliation and reporting purposes, used by iPaaS for audit and status checks.
POST /v1/security/tokens Generate or manage payment tokens for recurring billing and card-on-file scenarios, enhancing PCI compliance for Sitecore subscriptions.

⚡ Transformation Logic

  • Order Status Harmonization: Map Sitecore's detailed `OrderStatus` (e.g., 'Pending', 'Processing', 'Complete') to Payeezy's simpler `orderId` context and to ERP's sales order statuses. Ensure `paymentStatus` in Sitecore accurately reflects Payeezy's `transactionStatus`.
  • Address Standardization: Cleanse and standardize billing/shipping address formats from Sitecore to meet Payeezy and ERP requirements.
  • Currency & Amount Consistency: Enforce ISO 4217 currency codes and ensure decimal precision for all monetary values across systems.
  • Line Item Mapping: Convert Sitecore `LineItems` into the format required by the ERP's material master and Payeezy's transaction details (if applicable).
  • Payment Method Details: Extract and mask sensitive card information from Payeezy responses for secure storage in Sitecore (e.g., last 4 digits, card type) without violating PCI.
Pricing

Simple, transparent pricing for Payeezy + Sitecore.

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

▸ What is the primary benefit of integrating Payeezy with Sitecore?
The primary benefit is achieving a seamless, real-time, and secure payment processing workflow for your Sitecore eCommerce operations. This eliminates manual reconciliation, accelerates the order-to-cash cycle, reduces errors, and enhances both financial accuracy and customer experience.

Security & Compliance FAQs

▸ How does this integration ensure PCI DSS compliance for my Sitecore store?
The integration prioritizes PCI DSS compliance by leveraging Payeezy's robust tokenization services. Sensitive cardholder data is tokenized immediately by Payeezy, meaning your Sitecore platform and the iPaaS never directly store or process raw card numbers. This significantly reduces your PCI scope and compliance burden.

Use Cases FAQs

▸ Can this integration automate subscription billing and recurring payments for Sitecore products?
Absolutely. By securely storing Payeezy 'Payment Tokens' linked to Sitecore customer profiles, the iPaaS can orchestrate automated recurring charges via Payeezy's API. It manages scheduled renewals and can trigger workflows for proactive handling of failed payments and dunning management, streamlining your subscription revenue.

AI & iPaaS FAQs

▸ What role does AI play in enhancing Payeezy and Sitecore integration?
AI significantly enhances the integration by providing intelligent automation. This includes AI-driven anomaly detection for fraud, automated data mapping suggestions between complex schemas, predictive insights for financial operations, smart routing of integration errors for faster resolution, and autonomous workflow execution based on learned patterns, leading to more resilient and efficient operations.

Workflows FAQs

▸ How are refunds and chargebacks handled in this integrated solution?
Refunds are automated: triggered by a return in your ERP or Sitecore, the iPaaS sends a refund request to Payeezy, then updates Sitecore and ERP accordingly. For chargebacks, Payeezy webhooks immediately notify the iPaaS, triggering alerts to internal teams and flagging the Sitecore order for dispute resolution, ensuring rapid response and accurate record-keeping.

Customization & iPaaS FAQs

▸ Is it possible to customize the integration workflows without extensive coding?
Yes, a core advantage of using a modern iPaaS is its low-code/no-code capabilities. Business users can leverage intuitive drag-and-drop interfaces to design, modify, and manage Sitecore-Payeezy integration workflows, data mappings, and business rules, significantly reducing reliance on IT and accelerating time-to-market for new payment strategies.

Performance & Scalability FAQs

▸ How does the integration handle high transaction volumes during peak seasons?
The integration is built on a scalable iPaaS architecture designed for high-volume eCommerce. It leverages asynchronous processing with message queues, intelligent rate limit management, and efficient batching for non-real-time tasks. This ensures that the system remains responsive and processes transactions reliably even during peak sales periods without impacting Sitecore performance.

Financial Operations FAQs

▸ What kind of data reconciliation is automated by this integration?
The integration automates daily financial reconciliation by retrieving Payeezy settlement reports and matching them against corresponding transactions and general ledger entries in your ERP system. This drastically reduces manual efforts, minimizes reconciliation discrepancies, and provides accurate, real-time financial visibility.
Implementation Timeline

Go live with Payeezy + Sitecore 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 Sitecore, 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 + Sitecore 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 + Sitecore.

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 + Sitecore 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