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Unlock Seamless Financial Operations: Infor & Sage Pay (Opayo) Integration

Automate Order-to-Cash, Refunds, and Reconciliation with AI-Powered Low-Code Integration for Infor and Sage Pay (Opayo).

The Challenge

The Disconnect Between Your ERP and Payment Processing

Mid-market companies often struggle with fragmented financial operations due to disconnected systems. Manual data entry, delayed reconciliation, and inconsistent customer records create significant bottlenecks and risks.

  • Manual order-to-cash processes are slow, error-prone, and resource-intensive.
  • Delayed payment status updates lead to inaccurate inventory and order fulfillment issues.
  • Complex refund processes cause customer dissatisfaction and financial discrepancies.
  • Time-consuming daily settlement reconciliation ties up finance teams and delays financial closes.
  • Lack of real-time visibility into cash flow and payment performance.
  • Security and PCI DSS compliance concerns when handling sensitive payment data across multiple systems.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for Infor & Sage Pay (Opayo)

Our AI-powered low-code iPaaS solution bridges the gap between Infor and Sage Pay (Opayo), providing a unified platform for automating critical financial workflows. From real-time order-to-cash to automated reconciliation and secure refund processing, we transform your operations with intelligent automation and seamless data flow.

  • Pre-built Connectors for Infor and Sage Pay (Opayo)
  • Visual Low-Code Workflow Designer
  • AI-Powered Data Mapping & Transformation
  • Real-time Event-Driven Synchronization
  • Centralized Monitoring & Error Handling
Implementation Timeline

Go live with Sage Pay + Infor 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 Pay and Infor, 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 Pay + Infor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Pre-built Connectors for Infor and Sage Pay (Opayo)
  • Visual Low-Code Workflow Designer
  • AI-Powered Data Mapping & Transformation
  • Real-time Event-Driven Synchronization
  • Centralized Monitoring & Error Handling
  • Robust Security & PCI DSS Compliance Tools
  • Scalable Cloud-Native Architecture

Technical Integration Details & Architecture

Our integration leverages an API-first, event-driven architecture orchestrated by a modern iPaaS. This ensures real-time data exchange, robust error handling, and scalable performance between Infor and Sage Pay (Opayo).

Data Flow Steps

API Connection: Securely establish connections to Infor's native APIs (e.g., Infor OS, M3, LN APIs) and Sage Pay (Opayo)'s RESTful APIs using OAuth 2.0 or API keys.

Event Listener/Webhook Configuration: Configure Opayo webhooks to notify the iPaaS in real-time of payment events (success, failure, refund). For Infor, utilize its event bus or API polling for new order/invoice creation.

Data Extraction: The iPaaS extracts relevant data entities (e.g., `Sales Order` from Infor, `Payment Transaction` from Opayo) using efficient API calls or event payloads.

AI-Assisted Mapping & Transformation: Data is mapped between source and target schemas. AI assists in suggesting complex transformations and validating data types/formats.

Business Logic & Validation: Apply conditional logic (e.g., if payment status = 'Successful', then update Infor `Invoice` to 'Paid'), data validation rules, and enrichment steps.

Data Loading: Transformed data is loaded into the target system via its respective APIs, ensuring data integrity and adherence to business rules.

Error Handling & Monitoring: Implement robust error handling (retries, dead-letter queues, alerts) and provide centralized monitoring dashboards for real-time visibility.

Data Touchpoints

Infor: `Customer`, `Sales Order`, `Product`, `Inventory Item`, `Invoice`, `Payment Transaction`, `Purchase Order`, `Vendor`, `General Ledger Account`
Sage Pay (Opayo): `Payment Transaction`, `Order`, `Customer`, `Refund`, `Payment Token`, `Invoice`, `Settlement Batch`, `Fraud Indicator`

"Infor <--> iPaaS (AI/Low-Code) <--> Sage Pay (Opayo). Events trigger data flow: New Sales Order in Infor -> Payment Request to Opayo. Opayo Payment Success -> Infor Invoice & GL Update. Infor Refund Request -> Opayo Refund. Opayo Settlement -> Infor GL Reconciliation."

Pricing

Simple, transparent pricing for Sage Pay + Infor.

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 Pay

Integrating Sage Pay 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 & Intelligent Data Mapping

Seamless data flow between Infor and Sage Pay (Opayo) relies on precise mapping of critical business entities. Our AI-powered iPaaS simplifies this complex process, ensuring data integrity and consistency.

Customer

Synchronize customer details for consistent billing, fraud checks, and a unified 360-degree view across sales, finance, and payment processing.

Sage Pay Fields

CustomerID (unique ID) CustomerName BillingAddress ShippingAddress ContactEmail PhoneNumber PaymentTerms CreditLimit

Infor Fields

customerId firstName lastName email billingAddress shippingAddress phone accountStatus

Mapping Notes

Primary key `CustomerID` (Infor) maps to `customerId` (Opayo). Address and contact details require field-level mapping. AI assists in standardizing address formats.

Next Steps

See Sage Pay + Infor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Real-time eCommerce Order-to-Cash

Automate the flow of online orders from your eCommerce platform to Infor, processing payments via Sage Pay (Opayo), and updating Infor's Sales Order, Invoice, and GL in real-time. This ensures immediate order fulfillment and accurate financial records.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce.
  2. 1 Order data (OrderID, CustomerID, TotalAmount) sent to iPaaS.
  3. 2 iPaaS initiates payment via Opayo Transactions API.
  4. 3 Opayo processes payment and sends success webhook to iPaaS.
  5. 4 iPaaS updates Sales Order status in Infor, creates Invoice, and posts Payment Transaction to Infor GL.
  6. 5 Infor triggers warehouse for fulfillment.

Business Outcome

Instant payment confirmation, faster order fulfillment, accurate inventory updates, accelerated revenue recognition.

Frequency

Real-time

Business Value

Key Integration Benefits

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

Accelerated Cash Flow & Financial Close
Automate payment processing and reconciliation, leading to faster application of payments to invoices and significantly reducing the financial close cycle.
Enhanced Data Accuracy & Consistency
Eliminate manual data entry errors and ensure real-time synchronization of customer, order, invoice, and payment data across Infor and Sage Pay (Opayo).
Reduced Operational Costs & Manual Effort
Automate tedious tasks like reconciliation, payment updates, and refund processing, freeing up finance and operations teams for higher-value activities.
Improved Customer Experience
Enable faster order processing, real-time payment confirmations, and quicker refund resolution, leading to higher customer satisfaction.
PCI DSS Compliance & Enhanced Security
Leverage Opayo's tokenization and hosted payment pages, combined with iPaaS security features, to minimize PCI scope and protect sensitive payment data.
Agile & Scalable Operations
Deploy new integrations rapidly with low-code tools and scale your payment processing capabilities to match business growth without compromising performance.
Proactive Fraud Detection & Anomaly Alerting
Integrate AI-powered fraud indicators from Opayo and leverage iPaaS anomaly detection to identify and flag suspicious transactions in real-time.

Accelerated Cash Flow & Financial Close

30-50% Faster Financial Close

📋 What You Get

Automate payment processing and reconciliation, leading to faster application of payments to invoices and significantly reducing the financial close cycle.

💼 Business Impact

This benefit directly contributes to 30-50% improvement in Faster Financial Close, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Sage Pay + Infor 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 Pay and Infor, 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 Pay + Infor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST, GET, PUT /infor/api/v1/customers Create, retrieve, or update customer master data for CRM or eCommerce synchronization.
POST, GET, PUT /infor/api/v1/salesorders Create sales orders from eCommerce, retrieve order status, or update order details for fulfillment.
GET, PUT /infor/api/v1/inventory/{item_id} Query real-time inventory levels for specific items or update stock quantities from WMS.
POST, GET /infor/api/v1/invoices Create invoices from completed orders or retrieve invoice details for payment processing and reconciliation.
POST /infor/api/v1/gl/journalentries Post financial journal entries from subsidiary systems for consolidation and reporting.

Transformation Logic

  • Status Mapping: Opayo `transaction.status` (e.g., 'Captured', 'Rejected') maps to Infor `Sales Order.PaymentStatus` (e.g., 'Paid', 'Failed') and `Invoice.Status` (e.g., 'Paid', 'Unpaid').
  • Currency Conversion: If multiple currencies are used, apply configured exchange rates during data mapping to ensure consistency in Infor's financial records.
  • GL Account Derivation: Dynamically assign `General Ledger Accounts` in Infor based on Opayo `transactionType` (e.g., 'Sale', 'Refund') and `paymentMethod` (e.g., 'Credit Card', 'Debit Card'). AI assists in suggesting optimal GL mappings.
  • Address Standardization: Normalize `BillingAddress` and `ShippingAddress` formats between Opayo and Infor to ensure consistency for reporting and fulfillment.
  • Data Enrichment: Enrich Opayo `Payment Transaction` data with additional Infor `Customer` or `Sales Order` details for richer reporting.

🛡️ Error Handling

  • Opayo payment failure: Update Infor `Sales Order.PaymentStatus` to 'Failed', notify customer, trigger follow-up workflow.
  • Infor API unavailability: Implement retries with backoff. If persistent, queue messages and alert IT.
  • Data validation error during Infor creation: Log error, route to dead-letter queue, notify business user for manual correction.
  • Duplicate transaction: Identify using `vendorTxCode`/`transactionId` and prevent reprocessing, log warning.
Pricing

Simple, transparent pricing for Sage Pay + Infor.

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
Support & Information

Frequently Asked Questions

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

General Benefits FAQs

What are the primary benefits of integrating Infor with Sage Pay (Opayo)?
The primary benefits include automating your order-to-cash cycle, accelerating financial reconciliation, improving data accuracy, enhancing customer experience with faster payment/refund processing, and reducing manual operational costs. Our AI-powered low-code iPaaS ensures rapid deployment and intelligent automation.

iPaaS Capabilities FAQs

How does an iPaaS support Infor and Sage Pay (Opayo) for mid-market companies?
For mid-market companies, an iPaaS provides pre-built connectors, a visual low-code interface for rapid workflow creation, and AI assistance for mapping and anomaly detection. It centralizes integration, reduces IT dependency, and scales with your business, without the complexity of custom coding or heavy enterprise solutions.

Security & Compliance FAQs

Is the integration PCI DSS compliant when handling payment data?
Yes. Sage Pay (Opayo) is PCI DSS Level 1 compliant. Our integration solution minimizes your PCI scope by leveraging Opayo's hosted payment pages and tokenization services, ensuring sensitive cardholder data never directly touches your systems. The iPaaS itself adheres to stringent security standards.

Financial Workflows FAQs

Can I automate daily financial reconciliation between Opayo and Infor's General Ledger?
Absolutely. Our iPaaS can automatically download Opayo's daily settlement reports, parse the data, match individual transactions against your Infor invoices, and post reconciled entries (including fees) directly to Infor's General Ledger. Any discrepancies are flagged for proactive review, significantly speeding up your financial close.

AI Enhancements FAQs

What role does AI play in this Infor-Sage Pay (Opayo) integration?
AI significantly enhances the integration by providing intelligent mapping suggestions, detecting anomalies (e.g., potential fraud, reconciliation discrepancies), automating exception handling, and optimizing workflow performance. This reduces manual effort, improves data quality, and provides proactive insights.

Error Handling FAQs

How do you handle errors and failed transactions in the integration?
We implement a robust error handling strategy including automated retries with exponential backoff for transient errors, comprehensive logging, centralized monitoring dashboards, and real-time alerts for critical issues. Failed messages are routed to a dead-letter queue for manual investigation and reprocessing, preventing data loss.

Customization FAQs

Can this integration support custom fields in Infor?
Yes, our low-code iPaaS is highly flexible and supports mapping custom fields in Infor to corresponding fields in Opayo (if available) or to other entities within your integration flows. The visual mapping interface makes it easy to include custom attributes.

Technical Details FAQs

What is event-driven architecture and why is it important for this integration?
Event-driven architecture means systems react to events in real-time. For this integration, a successful payment in Opayo (an event) immediately triggers an update in Infor. This ensures real-time data synchronization, enabling faster order fulfillment, accurate inventory, and immediate financial visibility, crucial for high-volume environments.
Implementation Timeline

Go live with Sage Pay + Infor 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 Pay and Infor, 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 Pay + Infor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Pricing

Simple, transparent pricing for Sage Pay + Infor.

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
Next Steps

See Sage Pay + Infor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.