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Connect™

Sage 300 + Heartland Integration

Clarity Connect™ integrates Sage 300 with Heartland, 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 Sage 300 and Heartland 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 Sage 300 and Heartland.

  • Easily extend integration flows to include custom fields in Sage 300 (e.g., customer attributes, sales order notes) and Heartland (e.g., custom transaction metadata), mapping them visually within the iPaaS.
  • Support for custom item attributes, GL segments, and customer classifications in Sage 300.
Implementation Timeline

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

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Easily extend integration flows to include custom fields in Sage 300 (e.g., customer attributes, sales order notes) and Heartland (e.g., custom transaction metadata), mapping them visually within the iPaaS.
  • Support for custom item attributes, GL segments, and customer classifications in Sage 300.

Secure & Scalable Integration Architecture

The integration leverages a modern Hybrid Integration Platform (HIP) architecture, securely connecting Sage 300 (often on-premise) with cloud-native Heartland APIs, ensuring high availability, data security, and compliance.

Data Flow Steps

Hybrid Integration: Essential for bridging on-premise Sage 300 with cloud-based Heartland.

Event-Driven Architecture: Utilizing Heartland webhooks and polling/CDC for Sage 300 for real-time responsiveness.

Master Data Management (MDM): Establishing Sage 300 as the master for financial entities (customers, inventory) and Heartland for payment-specific data.

API-First Approach: Leveraging APIs for programmatic and standardized data exchange.

Data Touchpoints

iPaaS Orchestration Engine: Manages workflows, transformations, and routing.
Sage 300 Connector/Agent: Securely connects to Sage 300's SDK, COM objects, or database for data access.
Heartland API Connector: Utilizes Heartland's OAuth 2.0 secured RESTful APIs.
Message Queues: Buffers high-volume transactions for asynchronous processing and fault tolerance.
Data Transformation & Mapping Engine: Visually designs and executes data transformations.
Monitoring & Alerting Module: Provides real-time dashboards and notifications.

"A central iPaaS orchestrator layer connects to Sage 300 via a secure, lightweight on-premise agent and directly to Heartland's cloud APIs. Data flows are managed through message queues for resilience and scalability. Monitoring and logging components provide end-to-end visibility."

Pricing

Simple, transparent pricing for Sage 300 + Heartland.

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

Data Entity Mapping

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

Customer

Represents a business or individual, critical for sales, invoicing, and loyalty programs.

Sage 300 Fields

CustomerID CustomerName AddressLine1 City State ZipCode ContactName PhoneNumber Email CreditLimit TermsCode TaxGroup

Heartland Fields

customerId firstName lastName email phone address heartlandCustomerId

Mapping Notes

CustomerID from Sage 300 should map to a custom field or external ID in Heartland. FirstName/LastName from Heartland combine to CustomerName in Sage 300. Address fields require direct mapping. Ensure unique identifier consistency for bidirectional sync and deduplication.

Next Steps

See Sage 300 + Heartland 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.

E-commerce Order-to-Cash Automation

Automate the entire order fulfillment and payment process from an eCommerce platform through Heartland payments to Sage 300, ensuring real-time inventory updates and accurate financial records.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 iPaaS captures order, initiates payment via Heartland API.
  3. 2 Heartland processes payment, returns transaction status.
  4. 3 iPaaS creates Sales Order in Sage 300 (OE/OESOH) with payment details.
  5. 4 Sage 300 Inventory (IC/ICITEM) is updated, reflecting stock deduction.
  6. 5 Fulfillment status is sent back to eCommerce and customer.

Business Outcome

Accelerated order processing, real-time inventory accuracy, reduced manual order entry, faster revenue recognition, improved customer satisfaction.

Frequency

Real-time

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 for vendor master synchronization.
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.
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 payroll or expense management.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts to Sage 300's base currency if Heartland operates in multiple currencies.
  • Status Mapping: Map Heartland payment statuses (e.g., 'captured', 'refunded') to corresponding Sage 300 invoice/payment statuses.
  • GL Account Derivation: Dynamically determine Sage 300 GL accounts based on Heartland product categories, payment types, or terminal locations.
  • Address Standardization: Cleanse and standardize customer addresses from Heartland before creating/updating records in Sage 300.
  • Line Item Aggregation: Consolidate detailed Heartland POS line items into summarized GL entries for daily sales reconciliation in Sage 300.

🛡️ Error Handling

  • Heartland API timeout during payment processing, triggering an automatic retry.
  • Invalid GL account ID in Sage 300 preventing a financial posting, routing to a dead-letter queue for finance team review.
  • Inventory item not found in Sage 300 for an E-commerce order, causing the order creation to pause and notify operations.
  • PCI DSS compliance violation detected in data payload, immediately blocking the transaction and alerting security.
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 Heartland?
Integrating Sage 300 with Heartland automates payment processing, streamlines POS sales reconciliation, ensures real-time inventory accuracy, synchronizes customer data, and significantly reduces manual data entry and financial close times. It enhances data integrity, compliance, and operational efficiency across your business.

Technology FAQs

▸ How does an iPaaS facilitate this integration, especially with on-premise Sage 300?
A modern iPaaS (Integration Platform as a Service) acts as the central hub. For on-premise Sage 300, it uses a secure, lightweight agent to connect to your local ERP instance (via SDKs/COM objects or direct database access). For cloud-based Heartland, it utilizes robust RESTful APIs. The iPaaS handles data mapping, transformation, error handling, and orchestration across both systems, ensuring secure and reliable data flow.

Security FAQs

▸ Is the integration PCI DSS compliant for handling payment data?
Yes, maintaining PCI DSS compliance is paramount. The integration leverages Heartland's secure tokenization services, meaning raw card numbers are never stored in the iPaaS or Sage 300. All data in transit is encrypted with TLS 1.2+, and the iPaaS adheres to strict security standards, ensuring end-to-end compliance for sensitive payment information.

Workflows FAQs

▸ Can I synchronize inventory levels between Sage 300 and Heartland POS in real-time?
Absolutely. The integration supports real-time or near real-time bidirectional synchronization of inventory levels between Sage 300's Inventory Control module and Heartland POS. This prevents overselling, reduces stockouts, and ensures accurate product availability across all your sales channels, enhancing customer satisfaction.

AI Features FAQs

▸ How does AI enhance the Sage 300-Heartland integration?
AI augments the integration by providing intelligent data validation, anomaly detection for potential fraud in Heartland transactions, smart routing of approvals, automated mapping suggestions for complex data transformations, and proactive exception handling. This leads to higher data quality, reduced manual effort, and improved security.

Data Flow FAQs

▸ What kind of data flows are supported between Sage 300 and Heartland?
The integration supports various data flows, including: E-commerce orders to Sage 300 (via Heartland payment), Heartland POS sales reconciliation to Sage 300 General Ledger, bidirectional customer master data sync, real-time inventory level updates, and automated refund processing. Essentially, it covers the entire order-to-cash and financial reconciliation cycle.

Customization FAQs

▸ Can I customize the integration workflows to fit my unique business rules?
Yes, the iPaaS platform offers extensive customization capabilities. With low-code/no-code visual designers, business users can easily modify workflows, add custom fields, define conditional logic, and implement specific business rules without writing complex code. This ensures the integration precisely matches your operational requirements.

Error Handling FAQs

▸ How are errors and failed transactions handled in the integration?
The integration incorporates robust error handling. It logs all integration steps and errors, implements automated retries with exponential backoff for transient issues, routes persistent failures to dead-letter queues for manual review, and triggers configurable alerts to relevant teams. AI can even suggest resolutions for recurring errors.
Pricing

Simple, transparent pricing for Sage 300 + Heartland.

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 + Heartland 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