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Unify Sage 300 & Chase Orbital Paymentech: Intelligent Payment Automation

Streamline your financial operations, automate payment processing, and achieve real-time reconciliation with a robust, AI-powered integration.

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The Challenge

Disconnected Systems: The Hidden Costs of Manual Financial & Payment Workflows

Managing payments and financial records across disparate systems like Sage 300 and Chase Orbital Paymentech often leads to operational bottlenecks, increased costs, and compliance risks. Manual processes are not only inefficient but also prone to human error, directly impacting your bottom line.

  • Manual Reconciliation Headaches: Daily settlement reports from Chase Orbital Paymentech require tedious, error-prone manual entry into Sage 300's General Ledger, delaying financial close and increasing labor costs.
  • Delayed Order-to-Cash Cycle: Without real-time integration, eCommerce orders must be manually entered into Sage 300, leading to delays in order fulfillment, inventory updates, and payment application.
  • Inconsistent Customer Data: Customer payment profiles and financial records often fall out of sync between payment gateways and ERPs, leading to issues with recurring billing, refunds, and customer service.
  • PCI DSS Compliance Burden: Handling sensitive payment data outside of secure, tokenized environments increases the scope and complexity of PCI compliance, posing significant security risks.
  • Lack of Real-time Financial Visibility: Decision-makers lack immediate insights into cash flow, transaction statuses, and reconciliation discrepancies, hindering agile business responses.
Integration Diagram
Solution Illustration
The Solution

Your Unified Financial Hub: Sage 300 & Chase Orbital Paymentech Integration

Our iPaaS-powered integration solution creates a seamless bridge between Sage 300 and Chase Orbital Paymentech, automating critical workflows, ensuring data integrity, and providing real-time financial transparency. Leverage the power of low-code automation and AI-driven intelligence to transform your payment and accounting processes.

  • Real-time Payment Authorization & Capture
  • Automated Daily Settlement Reconciliation
  • Secure Tokenization for PCI Compliance
  • Bi-directional Customer & Payment Profile Sync
  • Automated Refund and Chargeback Management
Implementation Timeline

Go live with Sage 300 + Chase Orbital Paymentech 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 Chase Orbital Paymentech, 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 + Chase Orbital Paymentech 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 Daily Settlement Reconciliation
  • Secure Tokenization for PCI Compliance
  • Bi-directional Customer & Payment Profile Sync
  • Automated Refund and Chargeback Management
  • General Ledger Posting for All Payment Activities

Technical Integration: Connecting Sage 300 and Chase Orbital Paymentech

Our iPaaS solution provides a robust, flexible, and secure framework for integrating Sage 300 with Chase Orbital Paymentech. It leverages best-in-class API connectivity, event-driven architecture, and low-code tooling to ensure seamless data flow and process automation.

Data Flow Steps

iPaaS Configuration: Set up secure connections and authentication credentials for both Sage 300 and Chase Orbital Paymentech within the iPaaS platform's credential vault.

Workflow Design: Visually design integration flows using the iPaaS's drag-and-drop canvas, defining triggers, actions, and conditional logic.

Data Mapping & Transformation: Utilize the mapping engine to define field-level transformations, data harmonization rules, and lookup tables to ensure data consistency between systems.

Testing & Validation: Deploy flows to a sandbox environment for thorough testing, including unit tests, integration tests, and end-to-end scenario validation.

Deployment & Monitoring: Promote validated flows to production, and monitor their performance, data flow, and error logs via the iPaaS dashboard.

Data Touchpoints

Sage 300: Customer (AR/ARCU), Vendor (AP/APVEN), Inventory Item (IC/ICITEM), Sales Order (OE/OESOH), Purchase Order, Invoice (AR/AP Invoice), Payment (AR Receipt/AP Payment), General Ledger Entry (GL/GLEntry).
Chase Orbital Paymentech: Transaction (authorize, capture, refund), PaymentMethod, CustomerPaymentProfile, SettlementBatch, Refund, Chargeback.

"The integration architecture features a central iPaaS acting as the orchestrator. For Sage 300 (often on-premise), a secure on-premise agent or direct SDK/database adapter connects to the local instance. For Chase Orbital Paymentech (cloud-based), direct API calls and webhooks are utilized. Data flows bi-directionally for master data (e.g., Customer) and uni-directionally for transactional data (e.g., Order to Sage 300, Payment to Chase Orbital, Settlement to Sage 300 GL). Event-driven triggers from Chase Orbital (e.g., payment success) initiate workflows, while scheduled jobs handle batch processes (e.g., daily settlement reconciliation)."

Pricing

Simple, transparent pricing for Sage 300 + Chase Orbital Paymentech.

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

Harmonizing Key Financial & Payment Data Entities

The core of effective integration lies in precise mapping and synchronization of critical business entities. Our iPaaS provides a visual canvas and AI assistance to ensure seamless data flow between Sage 300 and Chase Orbital Paymentech entities.

Transaction (Chase Orbital) ↔ Payment (Sage 300)

Synchronizing individual payment events (authorization, capture, sale, refund) from Chase Orbital Paymentech with Sage 300's Accounts Receivable Receipts or Payment records.

Sage 300 Fields

[field, PaymentID],[type, string],[description, Unique identifier for the payment (AR Receipt).] [field, PaymentDate],[type, date],[description, Date the payment was processed.] [field, CustomerID],[type, string],[description, Customer associated with the payment.] [field, Amount],[type, decimal],[description, Total amount of the payment.] [field, ReferenceNumber],[type, string],[description, External reference (e.g., Chase Orbital Transaction ID).] [field, AppliedInvoices],[type, array],[description, Invoices to which the payment is applied.]

Chase Orbital Paymentech Fields

[field, transactionId],[type, string],[description, Unique identifier for the Chase Orbital transaction.] [field, amount],[type, decimal],[description, Amount of the transaction.] [field, currency],[type, string],[description, Currency of the transaction.] [field, status],[type, string],[description, Current status (e.g., AUTHORIZED, CAPTURED, REFUNDED).] [field, type],[type, string],[description, Type of transaction (e.g., SALE, AUTH, CAPTURE, REFUND).] [field, orderId],[type, string],[description, Associated order ID from source system.] [field, timestamp],[type, datetime],[description, Timestamp of the transaction.]

Mapping Notes

Chase Orbital's `transactionId` is typically mapped to Sage 300's `ReferenceNumber` for traceability. `amount` maps directly to `Amount`. `timestamp` maps to `PaymentDate`. The `status` and `type` fields from Chase Orbital determine whether a Sage 300 AR Receipt is created, updated, or if a Credit Memo/Refund is initiated. `orderId` is crucial for linking back to the original Sage 300 Sales Order/Invoice.

Next Steps

See Sage 300 + Chase Orbital Paymentech 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 with Payment

When a customer completes a purchase on your eCommerce site, the integration automatically handles payment authorization via Chase Orbital Paymentech and creates the corresponding Sales Order in Sage 300. Upon shipment, the payment is captured, and the transaction is recorded in Sage 300 as an AR Receipt, ensuring real-time inventory and financial updates.

Integration Steps:

  1. 0 eCommerce Order received.
  2. 1 Payment Authorization request sent to Chase Orbital Paymentech.
  3. 2 Successful authorization triggers Sales Order creation in Sage 300 (/OE/OESOH).
  4. 3 Inventory adjusted in Sage 300 (/IC/ICITEM).
  5. 4 Order fulfillment/shipment triggers Payment Capture in Chase Orbital.
  6. 5 Captured payment posted as AR Receipt in Sage 300, applied to Invoice.

Business Outcome

Accelerated order processing, accurate real-time inventory, improved customer satisfaction, and streamlined financial posting.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Financial Close
Automate daily settlement reconciliation from Chase Orbital Paymentech to Sage 300's General Ledger, drastically reducing manual effort and speeding up your financial close process.
Enhanced Data Accuracy & Integrity
Eliminate manual data entry errors and ensure consistent, real-time synchronization of payment and financial data across Sage 300 and Chase Orbital Paymentech, powered by AI validation.
Streamlined Order-to-Cash
Automate the entire order fulfillment and payment application process from your eCommerce platform through Chase Orbital Paymentech to Sage 300, improving cash flow and customer experience.
Robust PCI DSS Compliance
Leverage Chase Orbital Paymentech's tokenization and secure API integration via an iPaaS to minimize your PCI scope and protect sensitive cardholder data.
Real-time Financial Visibility
Gain immediate insights into transaction statuses, payment settlements, and cash flow with up-to-date information flowing directly into Sage 300.
Reduced Operational Costs
By automating repetitive tasks and minimizing manual intervention, your team can focus on higher-value activities, leading to significant cost savings.
Agile Workflow Customization
Utilize low-code/no-code tools to easily adapt and extend integration workflows to meet evolving business requirements without heavy IT dependency.
✨

Accelerated Financial Close

70% Reduction in Reconciliation Time

📋 What You Get

Automate daily settlement reconciliation from Chase Orbital Paymentech to Sage 300's General Ledger, drastically reducing manual effort and speeding up your financial close process.

💼 Business Impact

This benefit directly contributes to 70% improvement in Reduction in 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
POST/PUT /AR/ARCU Create or update Customer records in Sage 300 Accounts Receivable for customer master synchronization, including payment profile indicators.
POST/PUT /OE/OESOH Create or update Sales Order headers in Sage 300 Order Entry, typically for eCommerce order intake after payment authorization.
PUT /IC/ICITEM Update Inventory Item details, specifically stock quantities, in Sage 300 Inventory Control upon order placement or refund/return.
POST /GL/GLEntry Create General Ledger entries or batches for financial postings from Chase Orbital Paymentech settlement data, fees, and refunds.
POST/PUT /AR/ARPY Create or apply AR Receipts (payments) in Sage 300 Accounts Receivable, linking to captured payments from Chase Orbital Paymentech.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert amounts if Sage 300 and Chase Orbital operate in different base currencies.
  • Status Mapping: Map Chase Orbital transaction `status` (e.g., 'CAPTURED') to Sage 300 AR Receipt `status` ('Posted').
  • GL Account Mapping: Dynamically map Chase Orbital `feesAmount`, `grossAmount`, and `netAmount` to predefined Sage 300 `AccountID`s.
  • Data Harmonization: Standardize address formats, date formats, and unique identifiers across systems.
  • Conditional Logic: Apply business rules, e.g., 'If payment type is ACH, create a specific GL entry' or 'If order value > X, require additional approval in Sage 300'.

🛡️ Error Handling

  • API Downtime: Sage 300 server unreachable or Chase Orbital API temporary outage. Handled by retries and fallbacks.
  • Data Validation Errors: Invalid `CustomerID` or incorrect `Amount` format. Handled by validation rules and dead-letter queues.
  • Duplicate Transactions: Network issues causing duplicate API calls. Handled by idempotent operations and deduplication logic.
  • Reconciliation Mismatches: Discrepancies between Chase Orbital settlement and Sage 300 GL. Triggers alerts for manual review.
  • Rate Limit Exceeded: Chase Orbital API rate limits hit. Handled by queuing and throttling.
Support & Information

Frequently Asked Questions

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

General Benefits FAQs

▸ What are the primary benefits of integrating Sage 300 with Chase Orbital Paymentech?
The primary benefits include automating payment processing, accelerating daily financial reconciliation, ensuring real-time inventory updates and accurate GL entries, enhancing PCI DSS compliance, and gaining comprehensive visibility into your order-to-cash cycle. This significantly reduces manual errors and operational costs.

Security & Compliance FAQs

▸ How does this integration handle sensitive payment card data for PCI compliance?
Our integration leverages Chase Orbital Paymentech's robust tokenization services. Sensitive cardholder data is tokenized at the point of entry, meaning raw card data never touches or resides within your Sage 300 system or the iPaaS. Only secure tokens are exchanged and stored, significantly reducing your PCI DSS scope and enhancing security.

Use Cases FAQs

▸ Can this solution support real-time eCommerce order processing and payment capture?
Absolutely. The integration uses event-driven architecture and Chase Orbital Paymentech webhooks to enable real-time payment authorization at checkout. Upon successful authorization, a Sales Order is immediately created in Sage 300, and inventory is updated. Payment capture can then be triggered in real-time upon order fulfillment, ensuring a seamless order-to-cash cycle.

Financial Operations FAQs

▸ How does the integration automate daily financial reconciliation with Sage 300?
The iPaaS automatically retrieves daily settlement reports from Chase Orbital Paymentech. It then transforms this aggregated data (gross sales, fees, net amounts) into a format compatible with Sage 300's General Ledger. These entries are automatically posted, eliminating manual data entry and significantly accelerating your daily reconciliation process and financial close.

Technology FAQs

▸ What is the role of AI in enhancing this integration?
AI plays a crucial role by providing intelligent data validation, suggesting complex field mappings, detecting anomalies in transactions or reconciliation data (e.g., potential fraud), and assisting with intelligent error resolution. This makes the integration smarter, more resilient, and reduces the need for manual oversight.

Technical FAQs

▸ Is Sage 300's on-premise deployment compatible with a cloud-based payment gateway like Chase Orbital?
Yes, our iPaaS is specifically designed for hybrid integration scenarios. It utilizes a secure, lightweight on-premise agent or robust VPN tunnels to establish a secure connection with your local Sage 300 instance, bridging it seamlessly with cloud-based applications like Chase Orbital Paymentech. This ensures secure data transfer regardless of your Sage 300 deployment model.
▸ How are errors and failed transactions handled to ensure data integrity?
The iPaaS features robust error handling, including automated retries with exponential backoff for transient issues. Failed messages are routed to dead-letter queues for review and reprocessing, preventing data loss. Configurable alerts notify relevant teams (IT, finance) of critical failures, ensuring prompt resolution and maintaining data integrity.

Customization FAQs

▸ Can I customize the integration workflows to fit my specific business rules?
Absolutely. Our iPaaS platform offers low-code/no-code tools that empower business users and IT teams to easily customize and extend integration workflows. You can define conditional logic, add custom data transformations, integrate with other systems, and implement unique business rules without extensive coding, ensuring the solution perfectly aligns with your operational needs.
Pricing

Simple, transparent pricing for Sage 300 + Chase Orbital Paymentech.

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 + Chase Orbital Paymentech 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