Payeezy + Zoho Integration
Clarity Connect™ integrates Payeezy with Zoho, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.
Connecting with Clarity Connect™
Clarity Connect™ links Payeezy and Zoho 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.
Seamless Integration
Our middleware platform ensures robust and reliable data transfer between Payeezy and Zoho.
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Zoho Custom Fields: Easily map Payeezy transaction metadata or customer attributes to custom fields in Zoho CRM (Leads, Contacts, Accounts), Zoho Books (Invoices, Sales Orders), or Zoho Inventory (Items).
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Payeezy Metadata: Add custom metadata to Payeezy transactions during initiation, which can then be mapped back to Zoho for enhanced reporting or workflow triggers.
Comprehensive Solution Details
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Zoho Custom Fields: Easily map Payeezy transaction metadata or customer attributes to custom fields in Zoho CRM (Leads, Contacts, Accounts), Zoho Books (Invoices, Sales Orders), or Zoho Inventory (Items).
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Payeezy Metadata: Add custom metadata to Payeezy transactions during initiation, which can then be mapped back to Zoho for enhanced reporting or workflow triggers.
Integration Architecture: Connecting Payeezy and Zoho with an iPaaS
The integration architecture is built around a modern iPaaS, serving as the central nervous system to orchestrate real-time, event-driven data flows between Payeezy's payment gateway and the various Zoho applications. This ensures robust, scalable, and secure connectivity.
Data Flow Steps
Event-Driven Architecture: Utilizing Payeezy webhooks for immediate processing of payment events (success, refund, chargeback) and Zoho webhooks for initiating actions in Payeezy (e.g., refunds).
API-First Approach: Leveraging the comprehensive REST APIs of both Payeezy and Zoho for robust and flexible data exchange.
Canonical Data Model: Defining a standardized data model within the iPaaS to harmonize entities like Customer, Order, and Payment across both systems.
Error Handling with Dead-Letter Queues: Implementing resilient error handling with automated retries and dedicated queues for failed messages.
Circuit Breaker Pattern: To prevent cascading failures, especially during peak load or temporary outages of either system's API.
Stateless Processing (where possible): Designing workflows to be stateless to improve scalability and resilience.
Data Touchpoints
"Conceptual diagram showing Payeezy (Payment Gateway) <-> iPaaS (Connectors, Data Mappers, Workflow Engine, AI Co-Pilot, Monitoring) <-> Zoho (CRM, Books, Inventory). Arrows indicate data flow direction, with webhooks for real-time events. Data stores for credentials and logs are also included."
Simple, transparent pricing for Payeezy + Zoho.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
How Middleware Integration Works
See Payeezy + Zoho integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.
Integration Use Cases
Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.
Automated Order-to-Cash with Payment Capture
Orchestrates the complete sales cycle from online order placement to secure payment capture via Payeezy, real-time invoice creation in Zoho Books, and customer/order updates in Zoho CRM, ensuring synchronized data across all critical systems.
Integration Steps:
- 0 Customer places order on eCommerce platform.
- 1 Payeezy processes payment (authorization/capture).
- 2 iPaaS receives real-time payment success/failure webhook from Payeezy.
- 3 iPaaS creates/updates Zoho Sales Order in Zoho Inventory and Zoho Books.
- 4 iPaaS creates a Zoho Invoice in Zoho Books and applies Zoho Payment.
- 5 Zoho CRM Customer and Order records are updated with payment status.
- 6 Order fulfillment process is triggered in Zoho Inventory.
Business Outcome
Accelerated cash flow, reduced manual data entry, real-time order status, improved customer satisfaction.
Real-time (event-driven)
API Endpoints & Data Logic
Technical details for developers and architects.
⚡ Transformation Logic
- Date/Time Formatting: Convert Payeezy's date/time formats to Zoho's preferred `yyyy-MM-dd HH:mm:ss` format.
- Status Mapping: Map Payeezy `transactionStatus` (e.g., 'Approved', 'Declined', 'Refunded') to corresponding Zoho Sales Order `Status`, Zoho Invoice `Status`, or Zoho Payment `Payment Status`.
- Currency Conversion: If operating with multiple currencies, apply real-time or scheduled currency conversion rates using an external service or configured rates in Zoho Books.
- Address Standardization: Normalize billing/shipping addresses from Payeezy to conform to Zoho's address fields and formats.
- Deduplication Logic: Implement rules to prevent duplicate Zoho Contacts or Accounts based on email or unique identifiers.
- Line Item Aggregation: Ensure individual `items` from the original order (if available) are correctly mapped to Zoho Sales Order/Invoice `Item Lines`, including quantities, prices, and taxes.
- Fee Allocation: Break down Payeezy `totalFees` from settlement reports into specific `Journal Entries` for different expense accounts in Zoho Books.
🛡️ Error Handling
- Payeezy transaction fails due to invalid card details: iPaaS updates Zoho Sales Order to 'Payment Failed', sends customer notification.
- Zoho Books API returns 'duplicate invoice number': iPaaS logs error, attempts to update existing invoice or routes to dead-letter queue.
- Payeezy webhook delivery fails: iPaaS retries delivery with exponential backoff; after max retries, logs to dead-letter queue.
- Data type mismatch during mapping (e.g., string to number): iPaaS transformation rules catch and correct or flag as error.
- Zoho CRM rate limit exceeded: iPaaS intelligently queues subsequent requests and retries with backoff.
Simple, transparent pricing for Payeezy + Zoho.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
Simple, transparent pricing for Payeezy + Zoho.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
See Payeezy + Zoho integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.