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PayTrace + Salesforce Integration

Clarity Connect™ integrates PayTrace with Salesforce, 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 PayTrace and Salesforce 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 PayTrace and Salesforce.

  • Map any custom fields in Salesforce (e.g., `PaymentMethodDetailsc`, `Subscription_Termc`) to PayTrace's custom reference fields or vice-versa.
  • Extend PayTrace transaction data with Salesforce-specific metadata (e.g., 'SalesRepID', 'Campaign_Source') for enhanced reporting.
Implementation Timeline

Go live with PayTrace + Salesforce 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 Salesforce, 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 + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Map any custom fields in Salesforce (e.g., `PaymentMethodDetailsc`, `Subscription_Termc`) to PayTrace's custom reference fields or vice-versa.
  • Extend PayTrace transaction data with Salesforce-specific metadata (e.g., 'SalesRepID', 'Campaign_Source') for enhanced reporting.

Integration Architecture: iPaaS as the Central Hub

The integration between PayTrace and Salesforce is built on a robust, scalable iPaaS architecture, acting as the intelligent orchestration layer. This cloud-native platform ensures secure, real-time data exchange and workflow automation without brittle custom code.

Data Flow Steps

Event-Driven Architecture: Utilizing Salesforce Platform Events/CDC and PayTrace webhooks for real-time synchronization.

API-First Integration: Relying primarily on native APIs for robust and scalable communication.

Canonical Data Model: Establishing a consistent data structure within the iPaaS to simplify mapping between disparate systems.

Idempotent Design: Ensuring that repeated API calls do not create duplicate records or unintended side effects.

Centralized Error Management: All integration errors are handled, logged, and alerted from a single iPaaS console.

Data Touchpoints

iPaaS Platform: Core orchestration engine, visual designer, connectors, runtime, monitoring.
PayTrace Connector: Pre-built or custom connector for PayTrace APIs and webhooks.
Salesforce Connector: Pre-built or custom connector for Salesforce APIs (REST, Bulk, Platform Events, CDC).
Data Mapping & Transformation Engine: Within iPaaS, handles field-level mapping, data type conversions, and business logic.
Error Handling & Monitoring Module: Integrated capabilities for logging, alerts, retries, and dead-letter queues.
Secure Credential Vault: For storing PayTrace API keys and Salesforce OAuth tokens.
API Gateway/Proxy (optional): For additional security and traffic management.

"Conceptual diagram shows PayTrace and Salesforce connected via a central iPaaS. Salesforce triggers (Platform Events/CDC) flow to iPaaS. iPaaS initiates API calls to PayTrace for payments and receives webhooks. iPaaS also handles scheduled pulls from PayTrace for settlement reports, and pushes updates back to Salesforce. All data transformations, error handling, and security are managed within the iPaaS."

Pricing

Simple, transparent pricing for PayTrace + Salesforce.

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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Payment Transaction

Synchronizes transaction details (sales, refunds, voids) from PayTrace to Salesforce, creating or updating custom Payment records.

PayTrace Fields

[field, TransactionID],[type, string],[description, Unique identifier for the transaction.] [field, Amount],[type, decimal],[description, Total amount of the transaction.] [field, Currency],[type, string],[description, Currency code (e.g., USD).] [field, TransactionType],[type, string],[description, Type of transaction (Sale, Refund, Void).] [field, Status],[type, string],[description, Current status (Approved, Declined, Settled).] [field, Timestamp],[type, datetime],[description, Date and time of the transaction.] [field, CardType],[type, string],[description, Type of card used (Visa, MC).] [field, Last4Digits],[type, string],[description, Last four digits of the card.] [field, CustomerVaultID],[type, string],[description, Reference to customer's vaulted profile.] [field, ReferenceNumber (custom)],[type, string],[description, Custom field to store Salesforce Order/Opportunity ID.]

Salesforce Fields

[field, PaymentID_c (Custom)],[type, string],[description, Stores PayTrace TransactionID.] [field, OpportunityId],[type, lookup],[description, Link to the associated Salesforce Opportunity.] [field, OrderIdc (Custom)],[type, lookup],[description, Link to the associated Salesforce Order.] [field, Amountc (Custom)],[type, currency],[description, Payment amount.] [field, Statusc (Custom)],[type, picklist],[description, Payment status (e.g., Approved, Declined).] [field, TransactionDate_c (Custom)],[type, datetime],[description, Date and time of the payment.] [field, PaymentMethodTypec (Custom)],[type, picklist],[description, Card type (Visa, MC).] [field, Last4Digitsc (Custom)],[type, string],[description, Last four digits of the card.] [field, CustomerVaultIDc (Custom)],[type, string],[description, Stores PayTrace CustomerVaultID.] [field, Accountc (Custom)],[type, lookup],[description, Link to the associated Salesforce Account.]

Mapping Notes

The PayTrace 'TransactionID' is typically mapped to a custom 'Payment_IDc' field in Salesforce to serve as the external ID. Salesforce 'OpportunityId' or 'OrderIdc' should be passed as a custom reference field to PayTrace during payment initiation to link transactions back to the correct Salesforce record. 'CustomerVaultID' is crucial for linking to the customer's payment profile in Salesforce.

Next Steps

See PayTrace + Salesforce 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.

Salesforce Opportunity to PayTrace Payment Processing

Automate payment collection when a Salesforce Opportunity is 'Closed Won' or an Order is created. The integration securely processes payments via PayTrace and updates Salesforce with transaction details.

Integration Steps:

  1. 0 Opportunity 'StageName' changes to 'Closed Won' or 'Order' record is created in Salesforce.
  2. 1 iPaaS triggers, extracting relevant customer and order details from Salesforce.
  3. 2 Customer payment method (tokenized) is retrieved from Salesforce (linked to PayTrace Customer Vault ID) or collected securely.
  4. 3 iPaaS initiates a payment transaction (e.g., Sale, Authorization & Capture) in PayTrace.
  5. 4 PayTrace processes the payment and returns transaction status and details.
  6. 5 iPaaS updates the Salesforce Opportunity/Order with PayTrace Payment Transaction ID, status, and amount, potentially creating a custom 'Payment' record.
  7. 6 Creates an Invoice in ERP and posts payment against it.

Business Outcome

Accelerated revenue recognition, reduced manual payment processing, improved sales cycle efficiency, accurate payment tracking in CRM.

Frequency

Real-time

Implementation Timeline

Go live with PayTrace + Salesforce 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 Salesforce, 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 + Salesforce 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 new credit card/ACH payments.
POST /api/v1/transactions/{transactionId}/refund Issue full/partial refunds.
POST /api/v1/customer_vault Create customer profile & tokenize payment info.
GET /api/v1/customer_vault/{customerId}/payments Retrieve stored payment methods.
GET /api/v1/reports/settlement Retrieve daily settlement reports.

⚡ Transformation Logic

  • Currency Formatting: Ensure consistent currency representation (e.g., 'USD' to '$') across systems.
  • Status Mapping: Standardize payment statuses (e.g., PayTrace 'Approved' to Salesforce 'Completed').
  • ID Correlation: Embed Salesforce Order/Opportunity IDs as custom reference fields in PayTrace transactions for traceability.
  • Address Normalization: Standardize billing and shipping address formats between Salesforce and PayTrace for consistency.
  • Data Type Conversion: Convert data types (e.g., string to decimal, datetime formats) as required by target systems.
  • Conditional Logic: Apply rules for partial payments, refunds, or specific payment methods.

🛡️ Error Handling

  • PayTrace transaction declines due to invalid card details or insufficient funds.
  • Salesforce API limits exceeded during bulk updates.
  • Data mapping errors causing malformed requests to PayTrace.
  • Network connectivity issues between iPaaS and either system.
  • Chargeback notifications from PayTrace requiring immediate action in Salesforce.
Pricing

Simple, transparent pricing for PayTrace + Salesforce.

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 is the primary benefit of integrating PayTrace with Salesforce?
The primary benefit is achieving a unified view of your customer lifecycle, from sales engagement in Salesforce to secure payment processing in PayTrace. This eliminates manual data entry, automates financial reconciliation, accelerates cash flow, and enhances PCI compliance by keeping sensitive card data out of your CRM.

Security & Compliance FAQs

▸ How does the integration ensure PCI compliance?
The integration leverages PayTrace's Customer Vault and tokenization features. When a customer's payment details are entered, they are sent directly to PayTrace for tokenization. Only the non-sensitive token is stored in Salesforce, never raw card data. The iPaaS also maintains a secure, encrypted connection, ensuring data integrity and compliance.

Use Cases FAQs

▸ Can I automate recurring billing and subscriptions with this integration?
Absolutely. By linking Salesforce subscription records to PayTrace's Customer Vault Profiles via the iPaaS, you can securely store payment tokens and automate recurring charges. The iPaaS orchestrates billing schedules, initiates payments, updates Salesforce with payment outcomes, and can even trigger automated dunning processes for failed payments.

Data Flow & Entities FAQs

▸ What kind of data can be synchronized between PayTrace and Salesforce?
You can synchronize a wide range of data, including: PayTrace payment transaction details (sales, refunds, voids) to custom Payment objects in Salesforce; PayTrace Customer Vault IDs to Salesforce Accounts/Contacts; Salesforce Order or Opportunity data to PayTrace for payment initiation; and PayTrace Settlement Reports for reconciliation purposes.

iPaaS Advantages FAQs

▸ How does an iPaaS enhance PayTrace Salesforce integration compared to custom code?
An iPaaS offers significant advantages: faster development with low-code/no-code tools, built-in error handling and monitoring, scalability for high transaction volumes, centralized governance, and easier maintenance. Custom code is often brittle, expensive to update, and lacks the robust features of an iPaaS for complex, multi-system integrations.

AI Enhancements FAQs

▸ How does AI contribute to the integration?
AI enhances the integration 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 integrated payment patterns. This leads to reduced manual intervention and higher data quality.

Error Handling FAQs

▸ What happens if a payment fails in PayTrace?
If a payment fails in PayTrace, the iPaaS immediately captures the failure notification (via webhook) and updates the corresponding Salesforce record (e.g., Order, Opportunity, custom Payment object). This can automatically trigger a workflow in Salesforce, such as creating a customer service case, notifying the sales rep, or initiating an automated dunning sequence for subscription payments.

Customization FAQs

▸ Can I customize the integration workflows and data mappings?
Yes, the iPaaS provides extensive customization capabilities. You can visually design and modify integration workflows, add conditional logic, and define custom data transformation rules using low-code tools. Custom fields in both PayTrace (via reference fields) and Salesforce can be easily mapped and synchronized to meet your unique business requirements.
Implementation Timeline

Go live with PayTrace + Salesforce 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 Salesforce, 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 + Salesforce 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 + Salesforce.

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 + Salesforce 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