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Unlock Seamless Payments & Financial Harmony: Sage 100 + Chase Orbital Paymentech

Automate your Order-to-Cash cycle, eliminate manual reconciliation, and ensure PCI-compliant payment processing with a powerful, low-code integration.

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The Challenge

The Hidden Costs of Disconnected Payments and ERP

Managing payments and financials across disparate systems like Sage 100 and Chase Orbital Paymentech creates significant operational bottlenecks and financial risks.

  • Manual Data Entry & Errors: Re-keying transaction data from Chase Orbital into Sage 100 is time-consuming, prone to human error, and delays financial closing.
  • Delayed Cash Application: Slow processing of payments into AR leads to inaccurate aging reports, poor credit management, and delayed cash flow insights.
  • Complex Reconciliation: Matching daily settlement batches from Chase Orbital with individual transactions and posting to Sage 100's General Ledger is a labor-intensive, often daily, challenge.
  • PCI Compliance Burden: Handling sensitive payment data outside of tokenized environments increases the scope and cost of maintaining PCI DSS compliance.
  • Lack of Real-time Visibility: Without instant synchronization, businesses lack a consolidated, up-to-date view of sales, payments, and financial standings, hindering critical decision-making.
  • Inefficient Refund & Chargeback Management: Manual processes for refunds and chargebacks lead to delays, customer dissatisfaction, and potential financial losses.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Sage 100 + Chase Orbital Paymentech Integration via iPaaS

Our modern iPaaS provides the intelligent bridge between Sage 100 and Chase Orbital Paymentech, transforming your payment operations into a fully automated, secure, and efficient ecosystem. Leverage pre-built connectors, low-code visual workflows, and AI-powered automation to synchronize critical financial data in real-time.

  • Real-time Payment Authorization & Capture
  • Automated AR Cash Receipt Posting
  • Daily Settlement Reconciliation to GL
  • Refund & Void Processing Automation
  • Secure Customer Payment Profile Management
Implementation Timeline

Go live with Sage 100 + & Chase Orbital Paymentech | Payments to ERP 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 Sage 100 and & Chase Orbital Paymentech | Payments to ERP, 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 Sage 100 + & Chase Orbital Paymentech | Payments to ERP 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 Authorization & Capture
  • Automated AR Cash Receipt Posting
  • Daily Settlement Reconciliation to GL
  • Refund & Void Processing Automation
  • Secure Customer Payment Profile Management
  • Chargeback Notification & Workflow Triggers

Technical Integration Details: Connecting Sage 100 and Chase Orbital Paymentech

This integration leverages a modern iPaaS to create a robust, secure, and scalable data pipeline between Sage 100 and Chase Orbital Paymentech. By utilizing native API connectors and event-driven architecture, we ensure real-time data flow and maximum operational efficiency.

Data Flow Steps

Secure Connection Setup: Establish secure API connections to both Sage 100 (via its Business Object Interface/ODBC wrapped by a connector) and Chase Orbital Paymentech (via OAuth 2.0/API keys). Credentials are stored in an encrypted iPaaS vault.

Event Listener Configuration: Configure iPaaS to listen for key events from both systems. For Chase Orbital, this involves setting up webhooks (e.g., for transaction status changes, chargebacks). For Sage 100, this might involve database change data capture (CDC) or scheduled queries for new/updated records.

Workflow Orchestration: Design multi-step workflows in the iPaaS visual builder. For example, a 'New Sales Order' event in Sage 100 triggers a 'Payment Authorization' in Chase Orbital.

Data Mapping & Transformation: Utilize the iPaaS's visual mapping canvas to precisely align data fields between Sage 100 entities (e.g., `SalesOrderNo`, `InvoiceNo`, `CustomerNo`) and Chase Orbital entities (e.g., `orderId`, `transactionId`, `customerId`). Implement transformation rules for data type conversions, aggregations, or conditional logic.

Business Logic & Validation: Embed business rules to ensure data quality and compliance. For instance, validate payment amounts against Sage 100 invoice totals or check for duplicate transactions before posting.

Error Handling & Monitoring: Implement robust error handling with automated retries, dead-letter queues, and real-time alerts. Monitor all transactions and data flows from a centralized iPaaS dashboard.

Deployment & Governance: Promote tested workflows from development to QA and production environments using version control and automated deployment pipelines. Maintain audit trails for all data movements.

Data Touchpoints

Sage 100: Sales Order, Customer (AR Customer), Invoice (AR Invoice), Payment (AR Cash Receipt), General Ledger Account
Chase Orbital Paymentech: Transaction, SettlementBatch, PaymentMethod, CustomerPaymentProfile, Refund

"The integration flow typically begins with an event (e.g., new Sales Order in Sage 100, successful payment in Chase Orbital). This event triggers an iPaaS workflow. The iPaaS then extracts relevant data from the source system, applies necessary transformations and business logic, and posts the processed data to the target system's API. For example, an eCommerce order might create a Sales Order in Sage 100, which then triggers a payment authorization/capture via Chase Orbital. Upon successful payment, the iPaaS posts a Cash Receipt and updates the Invoice status in Sage 100. Similarly, daily settlement data from Chase Orbital is fetched, aggregated, and posted as Journal Entries to Sage 100's General Ledger."

Pricing

Simple, transparent pricing for Sage 100 + & Chase Orbital Paymentech | Payments to ERP.

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 Sage 100

Integrating Sage 100 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 & Field-Level Mappings for Sage 100 and Chase Orbital Paymentech

Achieving seamless integration requires precise mapping of core business entities and their associated fields between Sage 100 and Chase Orbital Paymentech. Our iPaaS provides a visual canvas for this critical step, ensuring data integrity and consistency.

Sales Order (SO) / Invoice (AR Invoice)

In Sage 100, the Sales Order initiates the customer purchase, which often leads to an Invoice. In Chase Orbital, a Transaction represents the payment for this order/invoice.

Sage 100 Fields

[field, SalesOrderNo],[description, Unique identifier for the sales order.] [field, InvoiceNo],[description, Unique identifier for the Accounts Receivable invoice.] [field, CustomerNo],[description, Customer associated with the order/invoice.] [field, InvoiceTotal],[description, Total amount of the invoice.] [field, AmountDue],[description, Outstanding balance on the invoice.] [field, OrderStatus],[description, Current status of the sales order (e.g., Open, Shipped, Invoiced, Paid).]

& Chase Orbital Paymentech | Payments to ERP Fields

[field, transactionId],[description, Unique identifier for the payment transaction.] [field, amount],[description, Amount of the payment transaction.] [field, orderId],[description, Reference ID for the originating order/invoice.] [field, status],[description, Status of the payment transaction (e.g., Authorized, Captured, Refunded).] [field, currency],[description, Currency of the transaction.]

Mapping Notes

The `SalesOrderNo` or `InvoiceNo` from Sage 100 should be mapped to Chase Orbital's `orderId` for consistent cross-system referencing. `InvoiceTotal` maps to `amount` for authorizations/captures. `OrderStatus` in Sage 100 is updated based on `transaction.status` from Chase Orbital (e.g., 'Paid' upon 'Captured').

Next Steps

See Sage 100 + & Chase Orbital Paymentech | Payments to ERP 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 Automation

When a customer places an order on an eCommerce platform (integrated with Sage 100), the integration automatically processes the payment via Chase Orbital Paymentech, updates the Sales Order status in Sage 100, and posts the corresponding AR Cash Receipt.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 Sales Order (SO) is created in Sage 100.
  3. 2 iPaaS triggers payment authorization/capture request to Chase Orbital via `/transactions/capture`.
  4. 3 Chase Orbital processes payment and returns transaction details.
  5. 4 iPaaS updates SO status in Sage 100 and creates a Payment (AR Cash Receipt) linked to the Invoice.
  6. 5 Inventory is adjusted, and shipment process is initiated from Sage 100.

Business Outcome

Real-time order processing, instant payment confirmation, accurate inventory levels, and accelerated revenue recognition.

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 Flow & AR Reconciliation
Automate the posting of Chase Orbital payments directly to Sage 100 Accounts Receivable and General Ledger, significantly reducing manual effort and speeding up cash application. This ensures faster access to funds and improved financial reporting accuracy.
Enhanced Financial Accuracy & Data Integrity
Eliminate human errors from manual data entry with automated, validated data flows. Maintain consistent and accurate financial records across Sage 100 and Chase Orbital, preventing discrepancies and ensuring audit readiness.
Superior PCI DSS Compliance & Security
Leverage Chase Orbital Paymentech's tokenization and secure API architecture through the iPaaS to ensure sensitive cardholder data never touches your systems, drastically simplifying PCI DSS compliance and reducing security risks.
Real-time Financial Visibility
Gain immediate insights into payment statuses, sales orders, and financial settlements. Event-driven synchronization ensures your Sage 100 data is always current, empowering faster, more informed business decisions.
Streamlined Operations & Cost Savings
Automate repetitive tasks like payment posting, refund processing, and settlement reconciliation. This frees up your finance team from mundane data entry, allowing them to focus on strategic analysis and higher-value activities.
Improved Customer Experience
Provide a smooth and reliable payment experience for your customers. Faster processing, accurate refunds, and proactive communication around payment statuses lead to increased satisfaction and loyalty.
✨

Accelerated Cash Flow & AR Reconciliation

70% Reduction in manual reconciliation time

📋 What You Get

Automate the posting of Chase Orbital payments directly to Sage 100 Accounts Receivable and General Ledger, significantly reducing manual effort and speeding up cash application. This ensures faster access to funds and improved financial reporting accuracy.

💼 Business Impact

This benefit directly contributes to 70% improvement in Reduction in manual reconciliation time, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT, DELETE /AR/Customer Manage customer records, including creation, updates, and retrieval for linking payment profiles.
GET, POST, PUT /SO/SalesOrder Create, update, and retrieve sales orders; critical for triggering payment workflows and updating order status.
GET, POST /AR/Invoice Create and retrieve Accounts Receivable invoices, where payments from Chase Orbital are applied.
POST /GL/JournalEntry Post general ledger entries for financial reconciliation of Chase Orbital settlements and fees.
GET, PUT /CI/Item Retrieve product information, update inventory levels (post-payment), and manage item details.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert currencies if Sage 100 and Chase Orbital operate in different base currencies, using real-time exchange rates.
  • Data Normalization: Standardize date formats, address structures, and customer naming conventions across systems.
  • GL Account Mapping: Map specific Chase Orbital transaction types (sales, fees, refunds) to the correct Sage 100 `GL AccountNo` based on pre-defined rules.
  • Status Mapping: Translate Chase Orbital `transaction.status` (e.g., 'Captured') to Sage 100 `Invoice.status` (e.g., 'Paid').
  • Reference ID Generation: Ensure `SalesOrderNo`/`InvoiceNo` are consistently passed as `orderId` to Chase Orbital for seamless lookup.

🛡️ Error Handling

  • API Downtime: Automated retries and circuit breakers prevent cascading failures.
  • Data Validation Failure: Records quarantined in a dead-letter queue for review and reprocessing.
  • Duplicate Transaction: Idempotency checks prevent duplicate `AR Cash Receipts` in Sage 100.
  • Payment Mismatch: Alerts triggered for discrepancies between Chase Orbital `netAmount` and Sage 100 `Journal Entry`.
  • Customer Not Found: Workflow logs error and potentially creates a new customer or flags for manual linking.
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ What is the primary benefit of integrating Sage 100 with Chase Orbital Paymentech?
The primary benefit is the automation of your entire Order-to-Cash cycle, from real-time payment processing and authorization in Chase Orbital to automated cash receipt posting and daily settlement reconciliation in Sage 100. This dramatically reduces manual effort, errors, and accelerates financial closing.

Security FAQs

▸ How does this integration ensure PCI DSS compliance?
The integration leverages Chase Orbital Paymentech's robust tokenization services, ensuring that sensitive cardholder data never touches your systems directly. Our iPaaS platform is designed with end-to-end encryption and secure credential management, minimizing your PCI compliance scope and enhancing data security.

Workflows FAQs

▸ Can I automate daily financial reconciliation using this integration?
Absolutely. The integration fully automates daily financial reconciliation by retrieving settlement data from Chase Orbital Paymentech, transforming it into appropriate journal entries (accounting for gross sales, fees, and net deposits), and automatically posting these to the correct General Ledger accounts in Sage 100. This eliminates manual reconciliation tasks.

Technology FAQs

▸ How do low-code/no-code tools enhance this integration?
Low-code/no-code tools within our iPaaS empower business users and analysts to visually design, build, and modify integration workflows without extensive coding. This accelerates deployment, reduces reliance on IT, and allows for rapid adaptation to changing business requirements or payment processes, making your operations more agile.
▸ How does AI contribute to this integration solution?
AI augments the integration by providing intelligent data mapping suggestions, proactively detecting anomalies in transactions for fraud prevention, automating exception handling, and offering predictive insights for cash flow and reconciliation. This moves beyond simple automation to intelligent process optimization.

Data FAQs

▸ What kind of data can be synchronized between Sage 100 and Chase Orbital Paymentech?
Virtually any relevant data can be synchronized, including Sales Orders, AR Invoices, AR Cash Receipts, Customer details, and General Ledger entries from Sage 100, and Transactions (authorizations, captures, refunds), Settlement Batches, Payment Methods, and Customer Payment Profiles from Chase Orbital Paymentech.

Error Handling FAQs

▸ What happens if an integration workflow fails?
Our iPaaS provides robust error handling, including automated retry mechanisms with exponential backoff for transient issues, dead-letter queues for messages that fail after multiple retries, and centralized logging. You'll receive real-time alerts for critical failures, enabling proactive identification and resolution without data loss.

Performance FAQs

▸ Can this integration handle high volumes of transactions?
Yes, the underlying iPaaS architecture is cloud-native and designed for elastic scalability. It leverages asynchronous processing, message queuing, and intelligent batching strategies to efficiently manage high transaction volumes, ensuring consistent performance even during peak periods.
Pricing

Simple, transparent pricing for Sage 100 + & Chase Orbital Paymentech | Payments to ERP.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /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 Sage 100 + & Chase Orbital Paymentech | Payments to ERP 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