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Connect Sage 300 & Cybersource: Payments, Fraud & Financials, Automated.

Unlock real-time financial accuracy and streamline your entire order-to-cash cycle with intelligent integration between your Sage 300 ERP and Cybersource payment platform.

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The Challenge

The Disconnect: Manual Payments & ERP Reconciliation Headaches

Without a robust integration, managing payments processed through Cybersource and their corresponding financial records in Sage 300 can be a source of significant operational friction, data discrepancies, and compliance risks.

  • Manual Data Entry & Reconciliation: Reconciling Cybersource transaction reports with Sage 300 invoices and GL entries is a time-consuming, error-prone manual process.
  • Delayed Financial Reporting: Lagging payment data prevents real-time cash flow visibility and slows down critical financial close processes.
  • Increased Fraud Risk: Disconnected systems make it harder to react quickly to Cybersource fraud alerts, leading to potential revenue loss.
  • PCI DSS Compliance Burden: Storing sensitive payment data in multiple systems or handling it manually increases compliance scope and risk.
  • Customer Experience Gaps: Inconsistent payment statuses between eCommerce platforms and Sage 300 can lead to customer service issues and order fulfillment delays.
Integration Diagram
Solution Illustration
The Solution

Seamless Automation: The Sage 300 Cybersource iPaaS Integration

Our robust iPaaS solution provides a pre-built, configurable framework for integrating Sage 300 and Cybersource, transforming your payment and financial operations with automation, intelligence, and compliance at its core.

  • Bi-directional synchronization of critical financial data.
  • Real-time payment authorization, capture, and refund processing.
  • Automated daily settlement report reconciliation to Sage 300 GL.
  • PCI DSS compliant tokenization for secure payment storage.
  • Advanced fraud management workflow orchestration.
Implementation Timeline

Go live with Sage 300 + Cybersource 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 Cybersource, 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 + Cybersource deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional synchronization of critical financial data.
  • Real-time payment authorization, capture, and refund processing.
  • Automated daily settlement report reconciliation to Sage 300 GL.
  • PCI DSS compliant tokenization for secure payment storage.
  • Advanced fraud management workflow orchestration.
  • Customizable data mapping and transformation rules.
  • Comprehensive error handling and alerting mechanisms.

Integration Architecture & Data Flow

The Sage 300 and Cybersource integration is orchestrated by a robust iPaaS, acting as the central nervous system for secure, efficient, and intelligent data exchange. This hybrid integration platform (HIP) approach is ideal for Sage 300's on-premise deployments, utilizing secure agents to bridge cloud payment services with your local ERP instance.

Data Flow Steps

Secure Connectivity: Establish encrypted connections between the iPaaS and both Sage 300 (via SDK/COM objects or secure database adapter for on-premise, or web services for hosted) and Cybersource (via API keys/HTTP Signature).

Event Listener/Polling: Configure the iPaaS to either listen for Cybersource webhooks (e.g., payment success, fraud decision) or poll Sage 300 for relevant data changes (e.g., refund initiation).

Data Extraction: Extract relevant data entities (e.g., Cybersource Payment Transaction, Sage 300 Sales Order) from the source system.

Data Transformation & Harmonization: Map source data fields to target system fields, applying necessary transformations (e.g., currency conversion, status code mapping, concatenation of addresses) using the iPaaS's visual designer.

AI Validation & Enrichment: Leverage AI to validate data against business rules, detect anomalies, and enrich data where necessary (e.g., lookup missing customer details).

Target System Ingestion: Ingest transformed data into the target system via its API endpoints (e.g., Cybersource /payments/v1/payments, Sage 300 /OE/OESOH).

Error Handling & Monitoring: Implement robust error handling (retries, dead-letter queues) and monitor integration health through centralized dashboards and alerts.

Data Touchpoints

Cybersource: Payment Transaction, Order, Customer Profile, Refund, Authorization, Capture, Settlement Batch, Fraud Case, Subscription.
Sage 300: Customer, Vendor, Inventory Item, Sales Order, Purchase Order, Invoice (AR/AP), Payment (AR/AP), General Ledger Entry, Product Category.

"The integration flow typically starts with a Cybersource event (e.g., payment success via webhook). The iPaaS captures this event, extracts payment details and merchant-defined data (like eCommerce Order ID). It then transforms this data to align with Sage 300's schema for a Sales Order or Invoice. Using Sage 300's APIs, the iPaaS creates or updates the relevant financial records. For reconciliation, the iPaaS periodically pulls Cybersource settlement reports, processes them, and pushes aggregated journal entries to Sage 300's General Ledger. Bidirectional flows handle updates like refunds or customer profile changes."

Pricing

Simple, transparent pricing for Sage 300 + Cybersource.

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

Achieving accurate data flow relies on precise mapping between Sage 300's detailed financial entities and Cybersource's payment transaction objects. Our iPaaS provides granular control over these mappings, often augmented by AI for efficiency and accuracy.

Payment Transaction (Cybersource) ↔ Sales Order / Invoice / Payment (Sage 300)

This is the core mapping for processing orders and financial reconciliation. A Cybersource Payment Transaction (Auth/Capture) maps to a Sage 300 Sales Order, which then typically converts to an AR Invoice with the payment applied.

Sage 300 Fields

[field, OrderNumber],[type, string],[notes, From Cybersource merchantReferenceCode] [field, CustomerID],[type, string],[notes, Mapped from Cybersource customerId or email] [field, TotalAmount],[type, decimal],[notes, From Cybersource amount] [field, PaymentTerms],[type, string],[notes, Default or derived from customer] [field, LineItems (ItemNumber, Quantity, UnitPrice)],[type, array of objects],[notes, From Cybersource order lineItems] [field, InvoiceNumber],[type, string],[notes, Generated by Sage 300] [field, PaymentID],[type, string],[notes, Cybersource transactionId/requestID] [field, ReferenceNumber],[type, string],[notes, Cybersource authCode]

Cybersource Fields

[field, transactionId],[type, string],[notes, Unique Cybersource transaction ID] [field, merchantReferenceCode],[type, string],[notes, Often used for ERP Order ID] [field, amount],[type, decimal],[notes, Transaction amount] [field, currency],[type, string],[notes, Currency code] [field, status],[type, string],[notes, Authorization, Captured, Refunded] [field, authCode],[type, string],[notes, Authorization code] [field, reasonCode],[type, string],[notes, Cybersource error/success code] [field, customerInformation (email, firstName, lastName)],[type, object],[notes, Customer details] [field, orderInformation (billTo, shipTo, lineItems)],[type, object],[notes, Order details for payment context]

Mapping Notes

Crucial to map Cybersource's `merchantReferenceCode` to Sage 300's `OrderNumber` for traceability. Line item details (ItemNumber, Quantity, UnitPrice) from Cybersource's orderInformation must map accurately to Sage 300 Sales Order line items. `transactionId` is typically stored in a custom field or reference field in Sage 300 for reconciliation.

Next Steps

See Sage 300 + Cybersource 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 Processing

Streamline the flow from an online order to financial recording and fulfillment, ensuring seamless customer experience and accurate financials.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Cybersource processes payment (authorization and capture).
  3. 2 iPaaS receives real-time payment success webhook from Cybersource.
  4. 3 iPaaS creates a Sales Order in Sage 300 (/OE/OESOH), linking customer and item details.
  5. 4 Sage 300 inventory is updated, and an AR Invoice is generated with payment applied.
  6. 5 Fulfillment status is sent back to the eCommerce platform.

Business Outcome

Accelerated order fulfillment, real-time revenue recognition, reduced manual data entry, 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 Flow & Revenue Recognition
Automate payment capture and reconciliation, reducing the time from transaction to recognized revenue in Sage 300 from days to hours.
Enhanced Financial Accuracy & Compliance
Eliminate manual data entry errors and ensure all Cybersource transactions are accurately reflected in Sage 300, maintaining PCI DSS compliance with tokenization.
Reduced Fraud Risk & Operational Costs
Integrate Cybersource's fraud management with automated workflows to quickly respond to alerts, minimizing losses and freeing up finance staff from manual reconciliation.
Streamlined Order-to-Cash Cycle
Automate the entire process from customer payment to Sage 300 Sales Order creation, accelerating order fulfillment and improving customer satisfaction.
Real-time Financial Visibility
Gain immediate insights into sales, payments, and refunds as they happen, empowering better decision-making and more agile financial management.
Lower IT Burden & Faster Time-to-Value
Leverage low-code/no-code tools and pre-built connectors to deploy and manage integrations quickly, reducing reliance on specialized IT resources.
✨

Accelerated Cash Flow & Revenue Recognition

30% faster cash flow

📋 What You Get

Automate payment capture and reconciliation, reducing the time from transaction to recognized revenue in Sage 300 from days to hours.

💼 Business Impact

This benefit directly contributes to 30% improvement in faster cash flow, 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 /OE/OESOH Create or update Sales Order headers and line items in Sage 300 Order Entry. Critical for eCommerce order synchronization after payment.
PUT /IC/ICITEM Update Inventory Item details, particularly stock quantities, in Sage 300 Inventory Control. Ensures real-time inventory accuracy post-order.
POST/PUT /AR/ARCU Create or update Customer records in Sage 300 Accounts Receivable. Used for customer master data synchronization, including payment tokens.
POST /AR/ARREC Create AR Receipts (payments) in Sage 300, often applied to an invoice. Used to record captured payments from Cybersource.
POST /GL/GLEntry Create General Ledger entries or batches for financial postings from external systems. Essential for daily Cybersource settlement reconciliation.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts between different currencies if required, using real-time exchange rates or pre-defined rates.
  • Status Mapping: Map Cybersource payment statuses (e.g., 'AUTHORIZED', 'CAPTURED', 'REFUNDED') to corresponding Sage 300 Sales Order or Invoice statuses.
  • Field Concatenation/Splitting: Combine or split address fields, customer names, or item descriptions to fit target system requirements.
  • Default Value Assignment: Assign default values for non-mandatory fields in Sage 300 if not provided by Cybersource (e.g., payment terms, sales person).
  • GL Account Mapping: Map various Cybersource transaction types (sales, fees, refunds) to specific Sage 300 General Ledger accounts for accurate financial posting.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS automatically throttles and retries requests.
  • Invalid Sage 300 Item Number: Transaction routed to dead-letter queue for manual correction or lookup.
  • Duplicate Transaction: Idempotency ensures only one record is created/updated.
  • Network Interruption: Retries with exponential backoff until connection is restored.
  • Missing GL Account: Alert triggered, transaction held until account is mapped.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ What are the common challenges when integrating Sage 300 with a payment gateway like Cybersource?
Common challenges include dealing with Sage 300's varied API surface (SDKs, COM objects, direct database access for on-premise), managing hybrid deployments, ensuring real-time data consistency between payment statuses and financial records, handling complex data transformations for reconciliation, and maintaining PCI DSS compliance. Our iPaaS abstracts these complexities with dedicated connectors and secure agents.

Financial Reconciliation FAQs

▸ How does an iPaaS help automate payment reconciliation between Cybersource and Sage 300's General Ledger?
An iPaaS automates reconciliation by securely retrieving daily settlement reports from Cybersource, parsing aggregated data (gross sales, refunds, fees, chargebacks), applying intelligent mapping to your Sage 300 Chart of Accounts, and then automatically creating corresponding journal entries or payment batches in Sage 300's General Ledger. This dramatically speeds up financial close and reduces manual effort.

Security & Compliance FAQs

▸ Is Cybersource integration PCI DSS compliant when using an iPaaS with Sage 300?
Yes, when implemented correctly. The key is to leverage Cybersource's tokenization services (e.g., Secure Acceptance, Token Management Service). Your iPaaS and Sage 300 systems only store and process secure, non-sensitive tokens, never raw cardholder data. This significantly reduces your PCI DSS scope and ensures compliance.

Fraud Management FAQs

▸ Can I automate fraud management workflows with Cybersource and Sage 300?
Absolutely. Our iPaaS ingests real-time fraud decisions from Cybersource Decision Manager via webhooks. It can then orchestrate automated responses across systems, such as holding an order in your eCommerce platform, creating a review task in your CRM, notifying a fraud analyst, or even blocking a suspicious customer in Sage 300, creating a dynamic and efficient fraud workflow.

Low-Code/No-Code FAQs

▸ How does low-code/no-code benefit Sage 300 and Cybersource integrations?
Low-code/no-code platforms within an iPaaS allow business users (e.g., finance, operations) to visually design and configure integration workflows without extensive coding. This means faster development, easier modifications to data mappings and business rules, reduced reliance on IT, and greater agility in adapting to new business requirements or payment methods.

Error Handling FAQs

▸ What happens if a Cybersource transaction fails or there's an error in Sage 300 integration?
Our iPaaS provides robust error handling. If a Cybersource transaction fails, the iPaaS captures the error details, logs them, and triggers alerts. For transient errors, it initiates automated retries with exponential backoff. For persistent failures or data validation errors, the transaction is routed to a 'dead-letter queue' for manual review, correction, and reprocessing, ensuring no data is lost.

AI Enhancements FAQs

▸ Can I use AI to enhance my Sage 300 and Cybersource integration?
Yes, AI can significantly augment your integration. It can provide intelligent data validation, detect anomalies in transaction data before posting to Sage 300, suggest optimal field mappings, and even assist in automated error resolution for common issues. AI can also enhance fraud detection by providing deeper insights into Cybersource fraud alerts.
Pricing

Simple, transparent pricing for Sage 300 + Cybersource.

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 + Cybersource 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