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Transform Your Financial Operations: PayTrace & Infor Integration

Achieve real-time payment processing, automated reconciliation, and enhanced financial accuracy across your enterprise with a low-code, AI-powered iPaaS.

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The Challenge

The Challenge of Disconnected Payment & ERP Systems

In today's fast-paced business environment, manually managing payment data from PayTrace and synchronizing it with Infor's robust ERP capabilities leads to significant operational inefficiencies, financial discrepancies, and compliance risks. Disconnected systems hinder real-time visibility and slow down critical financial processes.

  • Manual data entry of payment transactions into Infor, prone to errors and delays.
  • Time-consuming and complex daily reconciliation of PayTrace settlements with Infor's GL.
  • Lack of real-time visibility into cash flow and accounts receivable status.
  • Challenges in maintaining PCI compliance when handling sensitive payment data outside PayTrace's vault.
  • Inefficient processing of refunds and chargebacks, leading to customer dissatisfaction and financial loss.
  • Delayed financial closes due to disparate payment and ERP data.
Integration Diagram
Solution Illustration
The Solution

Seamless Financial Harmony: PayTrace & Infor Integration with an Intelligent iPaaS

Our iPaaS-driven solution bridges the gap between PayTrace's powerful payment processing and Infor's comprehensive ERP capabilities. It provides an API-first, event-driven architecture that automates the entire payment lifecycle, from secure transaction capture to real-time financial posting and reconciliation in Infor, all within a PCI-compliant framework.

  • Real-time Payment Transaction Synchronization (Sales, Refunds, Voids)
  • Automated Customer Vault Profile & Payment Token Management
  • Daily PayTrace Settlement Report Reconciliation with Infor GL
  • Streamlined Refund Processing & Credit Memo Automation
  • Proactive Fraud Detection & Chargeback Management Workflows
Implementation Timeline

Go live with PayTrace + Infor 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 PayTrace and Infor, 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 PayTrace + Infor 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 Payment Transaction Synchronization (Sales, Refunds, Voids)
  • Automated Customer Vault Profile & Payment Token Management
  • Daily PayTrace Settlement Report Reconciliation with Infor GL
  • Streamlined Refund Processing & Credit Memo Automation
  • Proactive Fraud Detection & Chargeback Management Workflows
  • End-to-End PCI Compliance via Tokenization
  • Unified Customer Payment History across Infor and PayTrace

Technical Architecture: Connecting PayTrace and Infor with iPaaS

Our integration leverages an API-first, event-driven architecture, orchestrated by a modern iPaaS platform. This design ensures robust, real-time data exchange, high availability, and secure processing between PayTrace and Infor, minimizing latency and maximizing data integrity.

Data Flow Steps

Connect & Authenticate: Establish secure connections to PayTrace and Infor APIs using appropriate authentication methods (API keys for PayTrace, OAuth 2.0 for Infor). Credentials are securely managed within the iPaaS vault.

Event Listener/Polling: Configure iPaaS to listen for PayTrace webhooks (e.g., `payment.succeeded`, `chargeback.created`) for real-time updates. For Infor, configure event triggers or scheduled polling for new orders, invoices, or refunds.

Data Ingestion & Transformation: Raw data from PayTrace (e.g., `Payment Transaction`, `Settlement Report`) or Infor (e.g., `Sales Order`, `Refund Request`) is ingested into the iPaaS. Visual mapping tools are used to transform and normalize data fields to match the target system's schema.

Business Logic & Validation: Apply business rules (e.g., calculate taxes, validate customer IDs, check credit limits) and data validation within the iPaaS. AI can assist in inferring and suggesting these rules.

Target System API Call: The iPaaS invokes the relevant Infor or PayTrace API endpoint to create, update, or retrieve data (e.g., create `Payment Transaction` in Infor, initiate `Refund` in PayTrace).

Error Handling & Monitoring: Implement robust error handling (retries, dead-letter queues, alerts) and continuous monitoring to ensure data consistency and prompt resolution of any integration failures.

Status Updates & Notifications: Update source systems (e.g., mark an Infor `Invoice` as 'Paid', send notifications to relevant teams) based on the outcome of the integration flow.

Data Touchpoints

PayTrace: Payment Transaction, Customer Vault Profile, Payment Method Token, Settlement Report, Refund Request, Chargeback Notification.
Infor: Customer, Sales Order, Product, Inventory Item, Invoice, Payment Transaction, General Ledger Account.

"The integration flow begins with events originating from either PayTrace (e.g., successful payment via webhook) or Infor (e.g., new Sales Order, refund initiation). These events trigger an iPaaS workflow. The iPaaS then retrieves, transforms, and validates the data using its visual mapping and rules engine, potentially leveraging AI for smart suggestions. Finally, the processed data is pushed to the target system via its APIs, with comprehensive error handling and logging throughout the process."

Pricing

Simple, transparent pricing for PayTrace + Infor.

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 PayTrace

Integrating PayTrace 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

Key Entities & Intelligent Data Mapping

Harmonizing core business entities between PayTrace and Infor is fundamental to a successful integration. Our iPaaS provides visual, AI-assisted mapping capabilities to ensure accurate, consistent, and compliant data flow for these critical entities.

Payment Transaction

Represents monetary movements processed by PayTrace (sales, refunds, voids) and recorded in Infor's financial system.

PayTrace Fields

TransactionID Amount Currency TransactionType Status Timestamp CardType Last4Digits CustomerVaultID OriginalTransactionID (for refunds)

Infor Fields

TransactionID (mapped from PayTrace) InvoiceID PaymentDate PaymentMethod Amount Currency ProcessorReference (PayTrace TransactionID) Status CustomerID GLAccountCode

Mapping Notes

PayTrace's `TransactionID` is critical for linking to Infor's `Payment Transaction` and `Invoice`. `TransactionType` (Sale, Refund, Void) maps to Infor's payment/credit memo logic. `CustomerVaultID` provides a link to the Infor `Customer` record for future payments.

Next Steps

See PayTrace + Infor 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 with PayTrace & Infor

Automate the complete workflow from customer payment on an eCommerce platform via PayTrace to order creation, inventory allocation, and payment posting in Infor. This ensures immediate order fulfillment initiation and accurate financial records.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce, payment processed by PayTrace.
  2. 1 PayTrace webhook triggers iPaaS with successful Payment Transaction and Customer Vault ID.
  3. 2 iPaaS creates a new Sales Order in Infor, linking the Customer ID and Payment Transaction ID.
  4. 3 Infor updates inventory, initiates fulfillment, and generates an Invoice.
  5. 4 iPaaS posts PayTrace Payment Transaction details against the corresponding Infor Invoice.
  6. 5 Order status in eCommerce (and Infor) is updated to 'Paid' and 'Processing'.

Business Outcome

Real-time order processing, instant cash application, accurate inventory management, reduced manual errors, improved customer satisfaction.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Cash Application & Reconciliation
Automate the posting of PayTrace payments to Infor's Accounts Receivable in real-time and streamline daily settlement reconciliation, drastically reducing manual effort and closing cycles.
Enhanced PCI Compliance & Security
Leverage PayTrace's Customer Vault and tokenization to ensure sensitive cardholder data never touches your Infor environment, minimizing PCI scope and strengthening data security.
Automated Order-to-Cash Workflow
From customer checkout to payment capture and invoice posting in Infor, automate the entire O2C process for faster fulfillment and accurate revenue recognition.
Reduced Fraud & Chargeback Risks
Integrate AI-powered fraud detection with real-time PayTrace transaction analysis and automate chargeback management workflows to protect your revenue.
Improved Financial Visibility & Reporting
Gain a unified, real-time view of all payment transactions and their impact on Infor's financials, enabling better decision-making and accurate reporting.
Faster Time-to-Value with Low-Code
Rapidly deploy and adapt your PayTrace-Infor integrations using intuitive low-code tools, empowering business users and accelerating time-to-market for new initiatives.
Scalable & Future-Proof Payment Infrastructure
Build a robust, scalable integration that grows with your business, handles high transaction volumes, and easily adapts to new payment methods or Infor updates.
✨

Accelerated Cash Application & Reconciliation

80% reduction in manual reconciliation time

📋 What You Get

Automate the posting of PayTrace payments to Infor's Accounts Receivable in real-time and streamline daily settlement reconciliation, drastically reducing manual effort and closing cycles.

💼 Business Impact

This benefit directly contributes to 80% reduction improvement in in manual reconciliation time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with PayTrace + Infor 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 PayTrace and Infor, 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 PayTrace + Infor 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/payments Process a new credit card or ACH payment transaction, initiating the payment lifecycle. iPaaS uses this for new sales orders from Infor or eCommerce.
POST /api/v1/transactions/{transactionId}/refund Issue a full or partial refund for a previously processed transaction. Triggered by refund requests originating from Infor or a CRM.
POST /api/v1/customer_vault Create a new customer profile and tokenize payment information for recurring billing or future transactions. Used when Infor/CRM stores new customer payment methods securely.
GET /api/v1/customer_vault/{customerId}/payments Retrieve stored payment methods (tokens) for a specific customer from the PCI-compliant vault. Used for displaying available payment methods in Infor or for initiating recurring payments.
GET /api/v1/reports/settlement Retrieve daily or historical settlement reports for reconciliation purposes. Accessed by iPaaS for automated daily financial reconciliation with Infor's GL.

⚡ Transformation Logic

  • Data Normalization: Standardize date/time formats, currency codes, and address structures between PayTrace and Infor.
  • Status Mapping: Map PayTrace transaction statuses (e.g., 'Approved', 'Declined', 'Refunded') to Infor's internal payment status codes ('Paid', 'Pending', 'Credit').
  • ID Harmonization: Ensure `TransactionID` from PayTrace is stored as `ProcessorReference` in Infor. Link PayTrace `CustomerVaultID` to Infor `CustomerID`.
  • Financial Aggregation: Sum individual transaction details from PayTrace's settlement report into aggregated `TotalSales`, `TotalRefunds` for GL posting in Infor.
  • Conditional Logic: Apply rules for partial refunds, chargeback handling, or specific payment method routing based on business requirements.

🛡️ Error Handling

  • PayTrace Transaction Decline: iPaaS logs the decline, updates Infor `Sales Order` `PaymentStatus` to 'Declined', and triggers customer notification.
  • Infor API Unavailable: iPaaS applies retry logic with exponential backoff. If persistent, alerts IT and quarantines messages in a dead-letter queue.
  • Data Mapping Mismatch: AI flags invalid data types or missing mandatory fields during transformation. Message is routed for manual correction.
  • Duplicate Payment Posting: Idempotent design prevents duplicate `Payment Transaction` creation in Infor even if PayTrace webhook is received multiple times.
  • Settlement Report Discrepancy: AI detects variance, alerts finance, and provides detailed logs for investigation.
Pricing

Simple, transparent pricing for PayTrace + Infor.

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 best way to integrate PayTrace with Infor?
The most effective way to integrate PayTrace with Infor is through a modern iPaaS platform. This allows for API-first, event-driven synchronization of payment transactions, customer payment profiles, and settlement data, ensuring real-time AR posting, automated reconciliation, and reduced manual effort.

Security & Compliance FAQs

▸ How does this integration ensure PCI compliance?
To maintain PCI compliance, the integration always uses PayTrace's Customer Vault and tokenization features. When a customer enters payment details, they are sent directly to PayTrace for tokenization. Your Infor system only stores the non-sensitive token, never the actual card data. The iPaaS orchestrates this secure token exchange.

Use Cases FAQs

▸ Can this integration support recurring billing and subscription models for Infor?
Yes, PayTrace is ideal for recurring billing. By integrating PayTrace's Customer Vault with your Infor customer records via iPaaS, you can securely store customer payment tokens and trigger automated recurring charges directly from Infor or a connected subscription management system. The iPaaS can also manage dunning processes for failed payments.

Data Synchronization FAQs

▸ What kind of data can I synchronize between PayTrace and Infor?
You can synchronize a wide range of data, including: payment transaction details (sales, refunds, voids), customer payment profiles (tokens), settlement reports, chargeback notifications, and associated Infor order or invoice IDs. This data flows between PayTrace and Infor's AR, GL, and Sales Order modules.

AI Capabilities FAQs

▸ How does AI enhance PayTrace and Infor integrations?
AI significantly augments these integrations by providing intelligent fraud detection and anomaly scoring for PayTrace transactions, automating exception handling for failed payments, suggesting optimal data mappings between systems, and even predicting cash flow based on payment patterns. This leads to reduced manual intervention and higher data quality.

Integration Management FAQs

▸ How do I handle errors and failed transactions in PayTrace-Infor integrations?
Your iPaaS implements a comprehensive error handling strategy. This includes logging all API responses, setting up automated retries with exponential backoff for transient errors, using dead-letter queues for persistent failures, and configuring alerts to notify relevant teams for critical issues. AI can also assist in classifying and suggesting resolutions for common errors.

Performance & Scalability FAQs

▸ Is this integration suitable for high-volume enterprise payment processing with Infor?
Yes, PayTrace's robust infrastructure and API capabilities, when paired with a scalable iPaaS, are well-suited for high-volume enterprise environments. The iPaaS handles orchestration, error management, and data transformation, allowing PayTrace to efficiently process a large number of transactions while ensuring Infor remains updated in real-time.

Technical Details FAQs

▸ What role do webhooks play in PayTrace-Infor integrations?
Webhooks are crucial for event-driven integrations. Instead of constantly polling PayTrace for updates, webhooks allow PayTrace to push real-time notifications to your iPaaS whenever a significant event occurs (e.g., a payment succeeds, fails, or a chargeback is initiated). This ensures immediate data synchronization and responsiveness in Infor.
Implementation Timeline

Go live with PayTrace + Infor 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 PayTrace and Infor, 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 PayTrace + Infor 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 PayTrace + Infor.

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 PayTrace + Infor 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