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Payoneer Microsoft + Dynamics NAV Integration

Clarity Connect™ integrates Payoneer Microsoft with Dynamics NAV, 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 NAV 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 NAV.

Implementation Timeline

Go live with Payoneer Microsoft + Dynamics NAV 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 NAV, 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 NAV deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

Robust Integration Architecture

The integration between Microsoft Dynamics NAV and Payoneer is built upon a modern Integration Platform as a Service (iPaaS). This architecture provides a scalable, secure, and resilient framework for orchestrating complex financial workflows, leveraging API-first connectivity and event-driven processing.

Data Flow Steps

Event-Driven Architecture: Utilize Payoneer webhooks and event triggers from NAV (or iPaaS polling for older NAV versions) to initiate workflows, ensuring real-time responsiveness.

Canonical Data Model: Define a standardized internal data model within the iPaaS to harmonize data structures between NAV and Payoneer, simplifying mapping and future integrations.

Batch Processing for Mass Payouts: Leverage Payoneer's mass payout capabilities and iPaaS batching features for efficient processing of high-volume payments.

Idempotent Operations: Design API calls to be idempotent where possible (e.g., using `clientreferenceid` for payouts) to prevent duplicate transactions during retries.

API Gateway Management: Implement an API Gateway for NAV (if cloud-hosted) and manage Payoneer API keys/OAuth tokens securely within the iPaaS or a secrets manager.

Data Touchpoints

[component, Microsoft Dynamics NAV],[role, Source of truth for financial, vendor, and invoice data.]
[component, Payoneer],[role, Global payment execution and transaction history.]
[component, iPaaS Platform],[role, Central orchestration engine for data flow, transformation, and workflow automation (e.g., Azure Integration Services, Boomi, Workato).]
[component, NAV Connector],[role, Pre-built or custom connector for Dynamics NAV's OData/SOAP APIs.]
[component, Payoneer Connector],[role, Pre-built connector for Payoneer's REST APIs.]
[component, Data Transformation Engine],[role, Within iPaaS, handles mapping and data format conversions.]
[component, Workflow Orchestrator],[role, Within iPaaS, defines and executes integration logic.]
[component, Monitoring & Alerting],[role, iPaaS features for real-time visibility and proactive issue detection.]
[component, AI Services (Optional)],[role, External AI models for fraud detection, anomaly flagging, intelligent mapping (e.g., Azure AI Services).]

"Conceptual architecture: Dynamics NAV (on-prem/cloud) <--> iPaaS (Cloud-based) <--> Payoneer (Cloud-based). The iPaaS acts as the central hub, managing connectors, data mapping, workflow orchestration, and error handling. AI services can be integrated into the iPaaS for enhanced capabilities."

Pricing

Simple, transparent pricing for Payoneer Microsoft + Dynamics NAV.

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.

Customer (NAV) / Recipient (Payoneer)

Synchronizes customer/vendor profiles from Dynamics NAV to Payoneer for payment initiation.

Payoneer Microsoft Fields

[field, No.],[description, Unique identifier for the customer/vendor.] [field, Name],[description, Full name of the customer/vendor.] [field, Address],[description, Physical address.] [field, Phone No.],[description, Contact phone number.] [field, Email (custom)],[description, Email address for Payoneer communications.] [field, Country (custom)],[description, Country of residence/business for Payoneer compliance.] [field, Payment Terms Code],[description, Standard payment terms.]

Dynamics NAV Fields

[field, recipientId],[description, Payoneer's unique ID for the recipient.] [field, email],[description, Recipient's email.] [field, firstName],[description, Recipient's first name.] [field, lastName],[description, Recipient's last name.] [field, companyName],[description, Recipient's company name (if applicable).] [field, country],[description, Recipient's country.] [field, status],[description, Status of the Payoneer recipient account.] [field, payeeId (external_id)],[description, Your internal ID for the recipient (mapped from NAV's 'No.').]

Mapping Notes

Dynamics NAV 'Customer' records often serve as the source for vendor/freelancer profiles. A custom 'Email' and 'Country' field might be required in NAV if not standard. The NAV 'No.' field is critical for mapping to Payoneer's `external_id` (`payeeId`) for consistent cross-system identification. AI can suggest mappings for address fields based on country specifics.

Next Steps

See Payoneer Microsoft + Dynamics NAV 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 Freelancer & Vendor Payouts

Automatically process mass payouts to global freelancers and vendors from approved invoices or payment requests in Dynamics NAV, directly through Payoneer.

Integration Steps:

  1. 0 Approved invoices/payment requests in Dynamics NAV trigger a payout workflow.
  2. 1 iPaaS extracts relevant vendor and payment data from NAV (e.g., 'Invoice (External)' details, 'Customer' as 'Recipient').
  3. 2 iPaaS checks for existing 'Recipient' in Payoneer; if new, initiates 'Recipient' creation.
  4. 3 iPaaS formats data and sends a 'Payout' request to Payoneer's `/payouts` endpoint.
  5. 4 Payoneer processes payments to recipients in their preferred local currency.
  6. 5 Payment statuses from Payoneer (via webhooks or polling) are synced back to Dynamics NAV to update invoice status and create 'General Ledger Entry' for the payout.

Business Outcome

Reduced manual effort in payment processing, faster payment cycles, improved vendor satisfaction, accurate financial records in NAV.

Frequency

Daily, Weekly, or on-demand

Implementation Timeline

Go live with Payoneer Microsoft + Dynamics NAV 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 NAV, 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 NAV 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
GET, POST, PATCH /ODataV4/Company('CompanyName')/Customers Retrieve, create, or update customer/vendor records.
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Retrieve or create sales orders (can be adapted for purchase orders/invoices).
GET, POST, PATCH /ODataV4/Company('CompanyName')/Items Manage item inventory and pricing.
SOAP /WS/CRONUS%20International%20Ltd/Page/Item Legacy SOAP endpoint for item management.
SOAP /WS/CRONUS%20International%20Ltd/Codeunit/MyWebService Custom SOAP web services for specific business logic.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts between different currencies using defined exchange rates (either from Payoneer or a central exchange rate service).
  • GL Account Mapping: Dynamically map Payoneer transaction types (payout, fee, received payment) to specific General Ledger accounts in NAV based on configured business rules.
  • Date Formatting: Standardize date and time formats (e.g., ISO 8601) across both systems.
  • ID Harmonization: Map NAV 'No.' to Payoneer `externalid` for recipients and NAV 'Document No.' to Payoneer `clientreference_id` for payouts for end-to-end traceability.
  • Conditional Logic: Apply rules for conditional data population (e.g., if recipient is a company, use `companyName`; otherwise, use `firstName`/`lastName`).

🛡️ Error Handling

  • Insufficient funds in Payoneer account for payout.
  • Invalid recipient banking details in Payoneer.
  • Dynamics NAV API unreachable or authentication failure.
  • Data validation errors during transformation (e.g., invalid currency code).
  • Payoneer API rate limits exceeded.
  • Network latency causing timeouts.
Pricing

Simple, transparent pricing for Payoneer Microsoft + Dynamics NAV.

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

▸ Why integrate Microsoft Dynamics NAV with Payoneer?
Integrating Dynamics NAV with Payoneer automates global payment workflows, streamlines cross-border payouts to vendors and freelancers, eliminates manual financial reconciliation, and provides real-time visibility into international transactions. This leads to significant cost savings, improved efficiency, and enhanced financial control.

Technical FAQs

▸ How does an iPaaS facilitate this integration?
An Integration Platform as a Service (iPaaS) acts as the central orchestrator. It provides pre-built connectors for both Dynamics NAV and Payoneer, a visual low-code/no-code interface for building workflows, robust data mapping and transformation capabilities, and sophisticated error handling and monitoring, ensuring seamless and reliable data flow between the systems.

Workflows FAQs

▸ Can I automate mass payouts to global vendors from Dynamics NAV?
Absolutely. The integration allows you to trigger mass payouts directly from approved invoices or payment requests in Dynamics NAV. The iPaaS extracts vendor data, initiates bulk payments via Payoneer's API, and automatically updates payment statuses and ledger entries back in NAV, streamlining the entire process.

AI Benefits FAQs

▸ How does AI enhance financial reconciliation and fraud detection?
AI augments the integration by providing intelligent capabilities such as automated reconciliation of Payoneer transactions to NAV's General Ledger, suggesting correct GL account mappings, and performing real-time anomaly detection on payout requests to identify and flag potential fraud before payments are processed. This reduces manual effort and improves security.

Data FAQs

▸ What are the key data entities synchronized between NAV and Payoneer?
Key entities synchronized include: Dynamics NAV 'Customer' (as 'Vendor') with Payoneer 'Recipient' for vendor profiles; Dynamics NAV 'Invoice (External)' with Payoneer 'Payout' for payment initiation; and Payoneer 'Transaction' and 'Fee' data with Dynamics NAV 'General Ledger Entry' for financial reconciliation and reporting.

Security FAQs

▸ What security measures are in place for this integration?
The integration implements robust security measures including end-to-end encryption (TLS 1.2+, AES-256) for all data, OAuth 2.0 for API authentication, secure storage of API keys and credentials, IP whitelisting, comprehensive audit trails, and compliance with financial regulations like GDPR, CCPA, and AML.

Financial FAQs

▸ How is multi-currency handling managed?
The iPaaS is designed to handle multi-currency transactions seamlessly. It can convert amounts between different currencies using defined exchange rates (from Payoneer or a central service) and ensure that all financial entries in Dynamics NAV accurately reflect the base currency equivalent, simplifying international accounting.

Customization FAQs

▸ Can I customize the integration workflows?
Yes, the iPaaS platform offers extensive customization capabilities. You can easily modify existing workflows, add conditional logic, define custom data transformations, and create new integration flows using visual, low-code/no-code tools, adapting the solution to your unique business requirements without needing extensive coding.
Implementation Timeline

Go live with Payoneer Microsoft + Dynamics NAV 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 NAV, 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 NAV 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 NAV.

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 NAV 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