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Payoneer Microsoft + Dynamics GP Integration

Clarity Connect™ integrates Payoneer Microsoft with Dynamics GP, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Payoneer Microsoft and Dynamics GP 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 Payoneer Microsoft and Dynamics GP.

  • Any custom fields defined in Dynamics GP (e.g., in Vendor Master, Payables Transactions) can be mapped and synchronized to Payoneer 'Recipient' or 'Payout' descriptions.
  • Custom fields in Payoneer 'Recipient' profiles can be populated from Dynamics GP data where supported by Payoneer's API.
Implementation Timeline

Go live with Payoneer Microsoft + Dynamics GP 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 Payoneer Microsoft and Dynamics GP, 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 Payoneer Microsoft + Dynamics GP deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Any custom fields defined in Dynamics GP (e.g., in Vendor Master, Payables Transactions) can be mapped and synchronized to Payoneer 'Recipient' or 'Payout' descriptions.
  • Custom fields in Payoneer 'Recipient' profiles can be populated from Dynamics GP data where supported by Payoneer's API.

Robust Integration Architecture

Our integration architecture combines the stability of Microsoft Dynamics GP with the agility of Payoneer's cloud platform, orchestrated by a secure, scalable iPaaS. It's designed for high performance, fault tolerance, and seamless data exchange across hybrid environments.

Data Flow Steps

Hybrid Integration: Essential for bridging Dynamics GP's on-premise nature with Payoneer's cloud platform.

Event-Driven Architecture: Utilizing Payoneer webhooks and GP database change data capture for real-time synchronization of critical financial events.

Canonical Data Model: Establishing standardized data structures within the iPaaS to facilitate mapping between disparate systems.

Batch Processing: For high-volume operations like mass payouts or large GL imports, optimizing API calls and database interactions.

Data Touchpoints

iPaaS Platform: Central orchestration engine for building, deploying, and managing integration workflows.
On-Premise Agent/Gateway: Securely connects Dynamics GP (often on-premise) to the cloud iPaaS without exposing internal networks.
Dynamics GP Connectors: Abstract eConnect and Web Services for GP, providing simplified access to GP entities.
Payoneer Connectors: Leverage Payoneer's RESTful APIs with OAuth 2.0 for secure access.
Data Transformation & Mapping Engine: Visual tools for schema mapping, data enrichment, and validation.
Workflow Automation Engine: Low-code/no-code environment for designing event-driven or scheduled integration flows.
Monitoring & Alerting: Dashboards and notification systems for real-time operational visibility.

"The architecture features a central iPaaS layer connecting Dynamics GP (via secure on-premise agent and eConnect/Web Services) and Payoneer (via cloud-native REST APIs). Event listeners and scheduled triggers initiate data flows, with a robust data transformation and validation engine. Monitoring and alerting components provide real-time operational oversight."

Pricing

Simple, transparent pricing for Payoneer Microsoft + Dynamics GP.

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 Payoneer Microsoft

Integrating Payoneer Microsoft 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.

Vendor (Dynamics GP) <=> Recipient (Payoneer)

Synchronizes supplier master data from Dynamics GP to Payoneer, ensuring that all necessary information for making payments is consistent and up-to-date.

Payoneer Microsoft Fields

[field, VendorID],[description, Unique identifier for the vendor.] [field, VendorName],[description, Full name of the vendor.] [field, Address1],[description, Primary street address.] [field, City],[description, City of the vendor.] [field, State],[description, State/Province.] [field, Zip],[description, Postal code.] [field, Phone1],[description, Primary phone number.] [field, Email],[description, Primary contact email.] [field, PaymentTermsID],[description, Payment terms (e.g., NET30).] [field, TaxID],[description, Tax identification number.]

Dynamics GP Fields

[field, recipientId],[description, Payoneer's unique ID for the recipient.] [field, external_id (your internal ID)],[description, Mapping to GP's VendorID for traceability.] [field, email],[description, Recipient's email for Payoneer account.] [field, firstName],[description, Recipient's first name.] [field, lastName],[description, Recipient's last name.] [field, companyName],[description, Recipient's company name.] [field, country],[description, Recipient's country.] [field, status],[description, Recipient account status (e.g., ACTIVE, PENDING_KYC).]

Mapping Notes

GP's 'VendorID' is critical to map to Payoneer's 'external_id' (or 'payeeId') for unique identification and reconciliation. Email, company name, and country are essential for Payoneer 'Recipient' creation. Address fields from GP may be used for KYC/KYB purposes in Payoneer if required.

Next Steps

See Payoneer Microsoft + Dynamics GP 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.

Automated Global Vendor & Freelancer Payouts

Streamline the entire accounts payable process by automating mass payouts to your global vendors and freelancers directly from approved 'Payables Transactions' in Microsoft Dynamics GP via Payoneer.

Integration Steps:

  1. 0 Approved 'Payables Transactions' in Dynamics GP are identified.
  2. 1 iPaaS extracts relevant 'Vendor' and 'Payables Transaction' details.
  3. 2 Data is transformed and matched with 'Recipient' profiles in Payoneer (or new 'Recipients' are created if necessary).
  4. 3 Mass 'Payout' requests are initiated in Payoneer via API, linking back to GP's 'DocNumber' via 'clientreferenceid'.
  5. 4 Payoneer 'Payout' status updates (`COMPLETED`, `FAILED`) are synchronized back to Dynamics GP to update 'Checkbook Transactions' or 'Payables Transactions' status.

Business Outcome

Faster, more accurate global payments; reduced manual effort in AP; improved vendor relations; real-time payment visibility.

Frequency

Daily, Weekly, or Event-driven (e.g., on invoice approval)

Implementation Timeline

Go live with Payoneer Microsoft + Dynamics GP 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 Payoneer Microsoft and Dynamics GP, 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 Payoneer Microsoft + Dynamics GP 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 (SOAP) /Dynamics/GP/WebServices/VendorService.svc Manage Vendor records (create, update, retrieve) in GP's Payables Management. Used for synchronizing new or updated vendor information to Payoneer.
POST (SOAP) /Dynamics/GP/WebServices/GeneralLedgerService.svc Create and manage General Ledger journal entries. Essential for posting Payoneer transaction data into GP's GL.
XML/SQL eConnect_Incoming Directly insert/update high-volume data into GP via eConnect XML documents. Ideal for batch processing of 'Payables Transactions' or 'Checkbook Transactions' related to Payoneer payouts for optimal performance.

⚡ Transformation Logic

  • Currency Conversion: Automated handling of multi-currency transactions, including exchange rate application and posting of realized/unrealized gains/losses in GP.
  • GL Account Mapping: Dynamic mapping of Payoneer 'Transaction Types' (e.g., PAYOUT, FEE, RECEIVED_PAYMENT) to specific 'General Ledger' accounts in Dynamics GP.
  • ID Harmonization: Mapping GP's 'VendorID' to Payoneer's 'externalid' and GP 'DocNumber' to Payoneer 'clientreference_id' for end-to-end traceability.
  • Data Normalization: Standardizing date formats, address structures, and amount precision across both systems.

🛡️ Error Handling

  • Insufficient funds in Payoneer account for mass payouts.
  • Invalid or incomplete recipient details in Payoneer.
  • Network connectivity issues between Dynamics GP (on-premise) and the iPaaS.
  • Validation errors during GL journal entry creation in GP (e.g., invalid account, unbalanced entry).
  • Payoneer API rate limit exceeded.
Pricing

Simple, transparent pricing for Payoneer Microsoft + Dynamics GP.

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 are the primary benefits of integrating Microsoft Dynamics GP with Payoneer?
The core benefits include automating global vendor and freelancer payouts, streamlining financial reconciliation, ensuring real-time General Ledger posting of all Payoneer transactions, accelerating month-end close, improving data accuracy, and enhancing compliance for cross-border payments. It significantly reduces manual effort and operational costs.

Financial FAQs

▸ How does this integration handle multi-currency transactions and reconciliation?
The iPaaS intelligently manages multi-currency transactions. It captures Payoneer's transaction amounts and currencies, applies appropriate exchange rates, and automatically posts corresponding General Ledger entries in Dynamics GP, including any realized or unrealized gains/losses, ensuring accurate multi-currency financial reporting and reconciliation.

Technical FAQs

▸ Is Dynamics GP's on-premise nature a challenge for cloud integration with Payoneer?
Not with a modern iPaaS. We utilize secure on-premise agents or gateways that establish encrypted tunnels between your on-premise Dynamics GP instance and the cloud-based iPaaS. This allows for robust, secure, and performant data exchange without exposing your internal network directly to the public internet.
▸ How does the integration handle errors and failed financial transactions?
The iPaaS provides comprehensive error handling. It includes automated retry mechanisms for transient errors, dedicated dead-letter queues for persistent failures (e.g., invalid recipient, data validation errors), and configurable alerts (email, SMS) to notify relevant finance teams immediately. Detailed logs facilitate quick diagnosis and resolution.

AI FAQs

▸ How does AI enhance the Dynamics GP and Payoneer integration workflows?
AI augments workflows by providing intelligent capabilities such as automated fraud detection for payout requests, anomaly detection in Payoneer transactions and GP GL entries, AI-assisted field mapping suggestions, and autonomous exception handling. This improves data quality, reduces manual intervention, and enhances security and compliance.

Workflow FAQs

▸ Can I automate the onboarding of new vendors from Dynamics GP to Payoneer?
Absolutely. When a new vendor is created or approved in Microsoft Dynamics GP, an automated workflow triggers the creation of their Payoneer recipient account. Your internal GP VendorID is mapped to Payoneer's external_id, ensuring seamless traceability and payment readiness for your global suppliers.

Security & Compliance FAQs

▸ What are the security measures in place for this financial integration?
Security is paramount. We implement end-to-end encryption (TLS 1.2+, AES-256) for all data in transit and at rest, enforce least-privilege access for integration accounts, utilize secure OAuth 2.0 for Payoneer, and deploy robust audit trails. Our iPaaS adheres to strict compliance standards like SOX, GDPR, and PCI DSS, complemented by AI-driven fraud monitoring.

Customization FAQs

▸ Can I customize the integration workflows to fit my specific business rules?
Yes, the integration is highly customizable. Leveraging low-code/no-code tools within the iPaaS, business users can visually design, modify, and extend workflows. You can add custom fields, implement conditional logic, define specific GL account mapping rules, and introduce custom validation steps without extensive coding.
Implementation Timeline

Go live with Payoneer Microsoft + Dynamics GP 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 Payoneer Microsoft and Dynamics GP, 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 Payoneer Microsoft + Dynamics GP 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 Payoneer Microsoft + Dynamics GP.

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 Payoneer Microsoft + Dynamics GP 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