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Automate Payments & Financials: Sage 300 & Authorize.Net Integration

Connect your Sage 300 ERP with Authorize.Net for seamless payment processing, real-time reconciliation, and enhanced financial accuracy with a powerful iPaaS.

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The Challenge

Disconnected Payments & Manual Financial Reconciliation

Without a robust integration, managing payments processed through Authorize.Net and reflecting them accurately in Sage 300 becomes a labor-intensive, error-prone, and time-consuming process. This disconnect leads to operational inefficiencies, delayed financial reporting, and potential compliance risks.

  • Manual data entry of Authorize.Net transactions into Sage 300 (Sales Orders, Invoices, Payments).
  • Delayed reconciliation of daily Authorize.Net settlement batches with Sage 300's General Ledger.
  • Inconsistent customer payment data across systems, hindering a unified customer view.
  • Challenges in processing refunds efficiently and accurately reflecting them in financial records.
  • Increased risk of human error in financial postings, leading to discrepancies and audit issues.
  • Difficulty maintaining PCI DSS compliance when handling sensitive payment information across multiple platforms.
  • Slow order-to-cash cycles due to manual bottlenecks between payment capture and ERP updates.
Integration Diagram
Solution Illustration
The Solution

Seamless Sage 300 & Authorize.Net Integration with an iPaaS

Our iPaaS-powered integration solution bridges the gap between Sage 300 and Authorize.Net, creating an intelligent, automated financial workflow. By orchestrating data flow, applying business logic, and leveraging AI, we transform your payment processing and accounting into a cohesive, real-time operation.

  • Real-time Payment Transaction Synchronization
  • Automated Sales Order & Invoice Creation in Sage 300
  • Secure Customer Information Manager (CIM) Profile Sync
  • Automated Recurring Billing (ARB) Management
  • Daily Settlement Batch Reconciliation to General Ledger
Implementation Timeline

Go live with Sage 300 + AuthorizeNet 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 300 and AuthorizeNet, 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 300 + AuthorizeNet 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
  • Automated Sales Order & Invoice Creation in Sage 300
  • Secure Customer Information Manager (CIM) Profile Sync
  • Automated Recurring Billing (ARB) Management
  • Daily Settlement Batch Reconciliation to General Ledger
  • Streamlined Refund and Void Processing
  • AI-Enhanced Fraud Detection and Anomaly Alerting

Technical Integration Details: Sage 300 & Authorize.Net

This integration leverages a robust iPaaS to orchestrate complex data flows between Sage 300's on-premise or hosted environment and Authorize.Net's cloud-based APIs. The solution focuses on secure, efficient, and real-time data exchange, ensuring financial accuracy and operational continuity.

Data Flow Steps

Secure Connection Setup: Establish encrypted connections to Sage 300 (via on-premise agent/SDK) and Authorize.Net (via API Login ID, Transaction Key, Signature Key) within the iPaaS's secure credential manager.

Event Trigger Configuration: Configure Authorize.Net webhooks for real-time transaction updates (e.g., `net.authorize.payment.authcapture.created`, `net.authorize.payment.refund.created`). For Sage 300, utilize scheduled polling, database change data capture (CDC), or SDK events.

Data Model Harmonization: Define a canonical data model within the iPaaS. Map disparate schemas between Sage 300 entities (e.g., Customer, Sales Order, Invoice, Payment, GL Entry) and Authorize.Net entities (e.g., Transaction, Customer Profile, Payment Profile, Settlement Batch). AI-assisted mapping accelerates this process.

Transformation & Business Logic: Implement data transformations (e.g., currency conversion, status mapping, date format adjustments) and business rules (e.g., default GL accounts, tax calculations, fraud checks) using the iPaaS's low-code visual designer.

Workflow Orchestration: Design end-to-end workflows (e.g., Order-to-Cash, Refund Process, Daily Reconciliation) that dictate the sequence of operations, conditional logic, and error handling steps.

Testing & Deployment: Thoroughly test workflows in a sandbox environment, utilizing version control for changes. Promote validated integrations through Dev, QA, and Production environments via automated pipelines.

Monitoring & Alerting: Deploy the integration with comprehensive monitoring dashboards, real-time logging, and configurable alerts for transaction failures, performance bottlenecks, or security incidents.

Data Touchpoints

Sage 300: Customer (ARCU), Vendor (APVEN), Inventory Item (ICITEM), Sales Order (OESOH), Purchase Order (POH), Invoice (ARINV/APINV), Payment (ARPY/APPY), General Ledger Entry (GLEntry).
Authorize.Net: Transaction, Customer Profile (CIM), Payment Profile (CIM), Subscription (ARB), Settlement Batch, Refund, Void, Fraud Event.

"The integration flow typically starts with an event (e.g., an eCommerce order, a refund request in Sage 300). For eCommerce orders, the iPaaS captures the order, initiates payment via Authorize.Net. Authorize.Net processes the payment, and via a webhook, notifies the iPaaS. The iPaaS then transforms the payment and order data, creates/updates the Customer, Sales Order, Inventory, and Payment records in Sage 300, and posts to the General Ledger. For daily reconciliation, the iPaaS pulls settlement batches from Authorize.Net and posts consolidated GL entries into Sage 300. Bidirectional sync maintains customer master data consistency."

Pricing

Simple, transparent pricing for Sage 300 + AuthorizeNet.

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 300

Integrating Sage 300 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

The integration focuses on harmonizing critical financial and customer data between Sage 300 and Authorize.Net. The iPaaS's visual mapping canvas facilitates accurate and consistent data flow, handling transformations and validations.

Customer

Ensures a consistent customer record across Sage 300 (Accounts Receivable) and Authorize.Net (Customer Information Manager).

Sage 300 Fields

[field, CustomerID],[description, Unique identifier for the customer in Sage 300.] [field, CustomerName],[description, Full name or business name.] [field, AddressLine1],[description, Billing street address.] [field, City],[description, Billing city.] [field, State],[description, Billing state/province.] [field, ZipCode],[description, Billing postal code.] [field, Email],[description, Customer's primary email address.] [field, CreditLimit],[description, Customer's credit limit (Sage 300 specific).] [field, TermsCode],[description, Payment terms (Sage 300 specific).]

AuthorizeNet Fields

[field, customerProfileId],[description, Unique ID for the customer's payment profile in CIM.] [field, merchantCustomerId],[description, Your internal customer ID, often mapped from Sage 300 CustomerID.] [field, description],[description, A descriptive name for the customer profile.] [field, email],[description, Customer's email address.] [field, billTo.firstName],[description, Billing contact first name.] [field, billTo.lastName],[description, Billing contact last name.] [field, billTo.address],[description, Billing street address.] [field, billTo.city],[description, Billing city.] [field, billTo.state],[description, Billing state/province.] [field, billTo.zip],[description, Billing postal code.]

Mapping Notes

Sage 300's CustomerID is typically mapped to Authorize.Net's `merchantCustomerId` for cross-referencing. Billing address fields are mapped directly. `customerProfileId` from Authorize.Net CIM is often stored in a custom field in Sage 300's Customer record for future lookup.

Next Steps

See Sage 300 + AuthorizeNet 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 Automated Payments

When an online order is placed, the integration automatically processes payment via Authorize.Net, creates a Sales Order in Sage 300, updates inventory, and posts payment details, ensuring real-time financial accuracy and efficient fulfillment.

Integration Steps:

  1. 0 Customer completes purchase on eCommerce platform.
  2. 1 eCommerce platform sends order details to iPaaS.
  3. 2 iPaaS initiates payment authorization/capture via Authorize.Net's `/xml/v1/request.api` endpoint.
  4. 3 Authorize.Net processes payment and returns transaction ID and status.
  5. 4 iPaaS creates new Customer record (if new) in Sage 300 (AR/ARCU).
  6. 5 iPaaS creates Sales Order in Sage 300 (OE/OESOH) with line items and links payment details.
  7. 6 iPaaS updates Inventory Item quantities in Sage 300 (IC/ICITEM).
  8. 7 Payment transaction details are recorded in Sage 300's General Ledger (GL/GLEntry).
  9. 8 Order and payment status are updated back to the eCommerce platform.

Business Outcome

Reduced manual order processing time, real-time inventory accuracy, accelerated revenue recognition, improved customer satisfaction with faster order fulfillment.

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
Automate payment capture and reconciliation, significantly reducing the time from transaction to funds availability in Sage 300. This improves liquidity and financial planning.
Reduced Manual Errors & Costs
Eliminate manual data entry between Authorize.Net and Sage 300, drastically minimizing human errors, reconciliation discrepancies, and associated operational costs.
Enhanced PCI DSS Compliance
Leverage Authorize.Net's CIM for tokenization, ensuring sensitive cardholder data never touches your Sage 300 environment, significantly reducing your PCI DSS scope and compliance burden.
Faster Financial Close
Automate daily settlement reconciliation and GL postings, providing accurate, real-time financial data for quicker and more reliable month-end and year-end closes.
360-Degree Customer View
Synchronize customer and payment profile data, offering a unified view of customer interactions and payment history across your CRM, eCommerce, and Sage 300.
Improved Operational Efficiency
Automate end-to-end workflows from order placement to payment capture and accounting, freeing up staff to focus on strategic initiatives rather than repetitive tasks.
✨

Accelerated Cash Flow

20-30% Faster Cash Realization

📋 What You Get

Automate payment capture and reconciliation, significantly reducing the time from transaction to funds availability in Sage 300. This improves liquidity and financial planning.

💼 Business Impact

This benefit directly contributes to 20-30% improvement in Faster Cash Realization, 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
POST/PUT /AP/APVEN Create or update Vendor records in Sage 300 Accounts Payable. Relevant for vendor payments if Authorize.Net facilitates payouts (less common).
POST/PUT /OE/OESOH Create or update Sales Order headers and line items in Sage 300 Order Entry for eCommerce or CRM order sync.
PUT /IC/ICITEM Update Inventory Item details, particularly stock quantities, in Sage 300 Inventory Control, triggered by sales orders.
POST/PUT /AR/ARCU Create or update Customer records in Sage 300 Accounts Receivable for CRM or eCommerce customer master sync.
POST /GL/GLEntry Create General Ledger entries or batches for financial postings from external systems like payment gateways (settlement reconciliation).
POST /AR/ARPY Create Accounts Receivable Receipts (payments) and apply them to invoices.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts if Sage 300 and Authorize.Net operate in different currencies.
  • Status Harmonization: Map payment gateway statuses (e.g., 'Authorized', 'Captured', 'Declined') to corresponding Sage 300 order or invoice statuses (e.g., 'Pending', 'Open', 'Paid').
  • Data Enrichment: Add default values for non-critical fields in Sage 300 if not provided by Authorize.Net (e.g., default warehouse, GL segment).
  • Data Aggregation: Consolidate multiple individual Authorize.Net transactions into single, summarized General Ledger entries for daily settlement reconciliation.
  • ID Cross-Referencing: Store Authorize.Net `transactionId` and `customerProfileId` in Sage 300 custom fields for seamless lookup and traceability.

🛡️ Error Handling

  • Authorize.Net transaction decline (e.g., insufficient funds, invalid card).
  • Sage 300 business rule violation (e.g., invalid item number, customer on credit hold).
  • Network connectivity issues between iPaaS and either system.
  • Data formatting errors during transformation.
  • Duplicate transaction attempts due to network latency.
  • Mismatched currency codes between systems.
Support & Information

Frequently Asked Questions

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

Benefits FAQs

▸ What are the primary benefits of integrating Sage 300 with Authorize.Net?
The key benefits include automated payment processing, real-time financial reconciliation, enhanced PCI DSS compliance, reduced manual errors, faster financial close cycles, and improved cash flow. It creates a seamless order-to-cash workflow from your payment gateway directly into your ERP.

Security FAQs

▸ How does this integration ensure PCI DSS compliance?
The integration leverages Authorize.Net's Customer Information Manager (CIM) for tokenization. This means sensitive credit card data is securely stored by Authorize.Net, and only tokens are passed to your Sage 300 environment and stored. Our iPaaS also adheres to strict security protocols, including encryption in transit and at rest, and secure credential management, minimizing your PCI scope.

Workflows FAQs

▸ Can I automate daily payment reconciliation between Authorize.Net and Sage 300's General Ledger?
Absolutely. Our iPaaS solution automates this critical process. It retrieves daily settlement batch reports from Authorize.Net, transforms the data to match your Sage 300 GL structure, and automatically posts journal entries, including gross sales, fees, and chargebacks. AI can further assist in flagging any discrepancies.
▸ How does the integration handle refunds and voids initiated from Sage 300?
The integration streamlines refund and void processing. When a refund or void is initiated in Sage 300 (or a connected CRM), the iPaaS captures this event, sends the request to Authorize.Net using the original transaction ID, and then updates Sage 300's financial records (invoices, payments, GL entries) with the new status, ensuring accurate financial adjustments.

AI FAQs

▸ What role does AI play in enhancing Sage 300 and Authorize.Net integrations?
AI significantly augments the integration by providing intelligent data validation, suggesting optimal field mappings, detecting anomalies in transactions or reconciliation, and proactive fraud alerts. It can also assist in automated error resolution for common data issues and optimize workflow routing.

Architecture FAQs

▸ Is Sage 300's on-premise deployment compatible with a cloud-based Authorize.Net integration?
Yes, perfectly. Our solution adopts a Hybrid Integration Platform (HIP) strategy. An iPaaS with a secure on-premise agent connects directly to your local Sage 300 instance, bridging it seamlessly and securely with cloud-based Authorize.Net. This ensures data residency and robust performance for your hybrid environment.

Customization FAQs

▸ Can I customize the integration workflows without coding?
Yes, our iPaaS features a low-code/no-code visual designer. This empowers business users, like finance professionals, to design, modify, and manage complex integration workflows using drag-and-drop interfaces, significantly reducing reliance on IT and accelerating development cycles.

Performance FAQs

▸ How does the integration handle Authorize.Net API rate limits?
The iPaaS is designed to intelligently manage API rate limits. It utilizes Authorize.Net webhooks for real-time events (reducing polling), employs message queues for asynchronous processing, batches non-time-sensitive data (like daily reports), and implements intelligent retry mechanisms with exponential backoff to ensure optimal throughput without hitting limits.
Pricing

Simple, transparent pricing for Sage 300 + AuthorizeNet.

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 300 + AuthorizeNet 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