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Unlock Real-time Financial Accuracy: Sage Pay (Opayo) & Microsoft Dynamics AX Integration

Seamlessly automate payment processing, order-to-cash, and daily reconciliation with a powerful iPaaS, transforming your financial operations and boosting efficiency.

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The Challenge

The Disconnected Payment & ERP Challenge

Managing payments and financial records across disparate systems like Sage Pay (Opayo) and Microsoft Dynamics AX without proper integration leads to a cascade of operational inefficiencies, financial inaccuracies, and compliance risks.

  • Manual Data Entry: Re-keying payment details, orders, and refunds from Opayo into Dynamics AX is time-consuming and prone to human error.
  • Delayed Reconciliation: Matching Opayo settlement reports with AX ledger entries and bank statements is a labor-intensive, often daily, process that slows down financial close.
  • Inaccurate Financial Reporting: Discrepancies between payment gateway and ERP data lead to inconsistent revenue recognition and unreliable financial insights.
  • Slow Order-to-Cash Cycle: Delays in payment confirmation or order processing in AX impact fulfillment speeds and cash flow.
  • PCI Compliance Burden: Manually handling sensitive card data across systems increases your PCI scope and compliance risk.
  • Inefficient Refund & Chargeback Management: Processing refunds and managing chargebacks across systems is complex, manual, and can lead to customer dissatisfaction if not handled swiftly.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Sage Pay (Opayo) & Dynamics AX

Our iPaaS-driven solution provides a comprehensive, automated bridge between Sage Pay (Opayo) and Microsoft Dynamics AX, transforming your payment and financial workflows into a seamless, real-time operation. Experience unparalleled accuracy, efficiency, and compliance.

  • Real-time Payment Transaction Synchronization
  • Automated Order-to-Cash Workflow
  • Bi-directional Customer Data Sync
  • Intelligent Refund & Chargeback Processing
  • AI-Powered Daily Settlement Reconciliation
Implementation Timeline

Go live with Sage Pay + Microsoft Dynamics AX 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 Microsoft Dynamics AX, 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 + Microsoft Dynamics AX 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 Order-to-Cash Workflow
  • Bi-directional Customer Data Sync
  • Intelligent Refund & Chargeback Processing
  • AI-Powered Daily Settlement Reconciliation
  • PCI DSS Compliant Data Handling via Tokenization
  • Low-Code/No-Code Workflow Design

Technical Integration Overview & Workflow

The integration between Sage Pay (Opayo) and Microsoft Dynamics AX is built on a robust iPaaS, leveraging an API-first and event-driven approach to ensure high performance, security, and data integrity.

Data Flow Steps

1. Connectivity: Establish secure API connections to Opayo and Dynamics AX within the iPaaS using dedicated connectors.

2. Event Triggers: Configure Opayo webhooks to send real-time payment events (e.g., success, refund) to the iPaaS.

3. Data Capture & Transformation: The iPaaS captures events/data, normalizes it to a canonical model, and applies mapping/transformation rules to fit Dynamics AX's schema.

4. Workflow Orchestration: Design low-code workflows to create Sales Orders, update Payments, post GL Journals, or initiate Refunds in Dynamics AX based on Opayo events.

5. Error Handling & Monitoring: Implement comprehensive error logging, automated retries, and real-time monitoring within the iPaaS dashboard.

6. Reconciliation: Schedule daily jobs to fetch Opayo settlement reports, reconcile with AX, and post financial entries.

Data Touchpoints

Sage Pay (Opayo): Payment Transaction, Refund, Order, Customer, Settlement Batch, Fraud Indicator.
Microsoft Dynamics AX: Sales Order, Customer, Invoice, Payment, General Ledger Journal, Inventory Item, Financial Dimensions.

"Payment initiated in eCommerce -> Opayo processes payment -> Opayo sends webhook (Payment Success) to iPaaS -> iPaaS transforms data -> iPaaS creates Sales Order & Payment in Dynamics AX -> Dynamics AX updates inventory & generates invoice. (For reconciliation: Opayo generates daily settlement report -> iPaaS fetches report -> iPaaS matches transactions & posts GL Journal in Dynamics AX)."

Pricing

Simple, transparent pricing for Sage Pay + Microsoft Dynamics AX.

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

Core Entities & Field-Level Mapping

Understanding the key entities and their field-level mappings is crucial for a successful Sage Pay (Opayo) and Microsoft Dynamics AX integration. The iPaaS provides a visual canvas to define these relationships, ensuring data consistency and integrity.

Payment Transaction (Opayo) <-> Payment / General Ledger Journal (AX)

The core financial event from Opayo, mapped to a Payment record or General Ledger Journal entry in Dynamics AX.

Sage Pay Fields

transactionId vendorTxCode amount currency status transactionType customerEmail paymentMethod cardType createdDate fraudIndicator

Microsoft Dynamics AX Fields

PaymentId CustAccount Amount Currency PaymentDate PaymentMethod BankTransType InvoiceId JournalNum AccountNum Description FinancialDimensions

Mapping Notes

Opayo's `transactionId` is stored as a reference in AX. `vendorTxCode` is critical for linking to AX's `SalesId` or `InvoiceId`. Opayo `status` drives AX payment status. Settlement batches are aggregated and posted as `General Ledger Journal` entries.

Next Steps

See Sage Pay + Microsoft Dynamics AX 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 Opayo & AX

Automate the complete lifecycle of an online order, from payment capture in Opayo to order creation, inventory allocation, and invoicing in Dynamics AX.

Integration Steps:

  1. 0 1. Customer places order and pays via Opayo on eCommerce platform.
  2. 1 2. Opayo sends 'payment approved' webhook to iPaaS.
  3. 2 3. iPaaS creates Sales Order in Dynamics AX, linking Opayo `transactionId`.
  4. 3 4. Dynamics AX updates inventory, triggers fulfillment, and generates invoice.
  5. 4 5. iPaaS updates order status in eCommerce platform and/or CRM.

Business Outcome

Real-time order processing, accurate inventory, faster revenue recognition, improved customer experience through timely updates.

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
Automated payment processing and real-time order-to-cash workflows ensure quicker revenue recognition and improved liquidity.
Enhanced Financial Accuracy
Eliminate manual data entry errors and discrepancies, ensuring your Dynamics AX financial records perfectly match Opayo transactions.
Streamlined Reconciliation
Automate daily settlement reconciliation, drastically cutting down the time and effort spent on matching payments to ledger entries.
PCI DSS Compliance & Security
Leverage Opayo's tokenization and secure iPaaS infrastructure to minimize PCI scope and protect sensitive cardholder data.
Improved Operational Efficiency
Free up your finance and operations teams from repetitive tasks, allowing them to focus on strategic analysis and high-value activities.
Real-time Financial Visibility
Gain instant insights into payment statuses, cash position, and order fulfillment directly within Dynamics AX.
Scalability for Growth
The robust iPaaS architecture scales seamlessly with your business, handling increasing transaction volumes without performance bottlenecks.
✨

Accelerated Cash Flow

30%+ Faster Order-to-Cash Cycle

📋 What You Get

Automated payment processing and real-time order-to-cash workflows ensure quicker revenue recognition and improved liquidity.

💼 Business Impact

This benefit directly contributes to 30%+ improvement in Faster Order-to-Cash Cycle, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Sage Pay + Microsoft Dynamics AX 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 Microsoft Dynamics AX, 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 + Microsoft Dynamics AX 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 /api/v3/transactions (POST) Initiate new payment authorizations/captures. Used when an order is placed and payment is required.
POST /api/v3/transactions/{transactionId}/refunds (POST) Process refunds. Triggered by refund initiation in Dynamics AX.
GET /api/v3/transactions/{transactionId} (GET) Retrieve detailed transaction status. Used for auditing or real-time status checks from AX.
POST /api/v3/tokens (POST) Create payment tokens for recurring payments. Integrated with subscription billing systems if applicable.
POST (inbound) Opayo Webhooks Real-time notifications for transaction status changes (approved, failed, refunded, chargeback). Key for event-driven updates to AX.

⚡ Transformation Logic

  • Opayo `vendorTxCode` to AX `SalesId`: Direct mapping, ensuring traceability.
  • Opayo `status` to AX `SalesStatus` / `PaymentStatus`: Conditional mapping (e.g., Opayo 'OK' -> AX 'Paid', Opayo 'REFUNDED' -> AX 'Refunded').
  • Address Normalization: Standardize address components (street, city, postcode) to match AX's format.
  • Currency Conversion: Handle multi-currency payments if applicable, ensuring correct exchange rates are applied or passed to AX.
  • GL Account Mapping: Map Opayo transaction types (sales, refunds, fees) to specific Dynamics AX General Ledger accounts and financial dimensions.
  • Data Enrichment: Potentially enrich AX customer records with Opayo's `customerEmail` or `phone` if not already present.

🛡️ Error Handling

  • Opayo payment successful, but AX AIF service is down, preventing Sales Order creation.
  • Invalid `ItemId` provided in the Opayo order, causing AX `SalesOrderLine` creation to fail.
  • Opayo refund fails due to insufficient funds or expired card, and AX isn't updated.
  • Network timeout during daily settlement report download from Opayo.
  • Duplicate `vendorTxCode` received from Opayo due to retry, leading to duplicate AX `SalesOrder` if not handled idempotently.
Pricing

Simple, transparent pricing for Sage Pay + Microsoft Dynamics AX.

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 FAQs

▸ What is Sage Pay and how does it relate to Opayo by Elavon?
Sage Pay was a prominent payment gateway in the UK and Ireland. It was acquired by Elavon in 2020 and rebranded as Opayo. It continues to provide secure and reliable payment processing services, now backed by Elavon's global reach and infrastructure. When we refer to Sage Pay integration, we are typically discussing integration with Opayo by Elavon.

Benefits FAQs

▸ Why should I integrate Sage Pay (Opayo) with Microsoft Dynamics AX using an iPaaS platform?
Integrating Opayo with Dynamics AX via an iPaaS centralizes your integration efforts, provides a single dashboard for monitoring, enables low-code/no-code automation, ensures data harmonization across systems, and allows for sophisticated workflow orchestration. This reduces manual effort, improves data accuracy, and enhances scalability, ultimately accelerating your financial processes.

Workflows FAQs

▸ Can I automate payment reconciliation with Sage Pay (Opayo) and Dynamics AX using iPaaS?
Absolutely. An iPaaS can automatically download Opayo's daily settlement reports, parse the data, and match it against transactions recorded in your Dynamics AX General Ledger and bank statements. Discrepancies can be flagged for review or automatically adjusted, significantly speeding up your financial close process and reducing manual errors.

Technical FAQs

▸ What kind of APIs does Sage Pay (Opayo) and Dynamics AX offer for integration?
Opayo provides a comprehensive set of RESTful APIs for processing payments, managing transactions (authorizations, captures, refunds, voids), creating payment tokens, and accessing reporting data. Microsoft Dynamics AX primarily integrates via its Application Integration Framework (AIF) services (SOAP/WCF), custom web services, and data entities. Our iPaaS platform abstracts these methods for simplified connectivity.

AI FAQs

▸ How can AI enhance my Sage Pay (Opayo) and Dynamics AX integrations?
AI can augment these integrations by providing intelligent fraud detection (identifying suspicious transaction patterns), automating data validation and anomaly detection for AX postings, suggesting optimal data mappings, and intelligently routing payment exceptions. This leads to higher data quality, reduced manual intervention, and proactive risk management.

Security FAQs

▸ Is Sage Pay (Opayo) integration with Dynamics AX PCI DSS compliant?
Yes, Opayo is a PCI DSS Level 1 compliant service provider. When integrating, it's crucial to ensure your own systems and integration methods also adhere to PCI DSS. Using Opayo's hosted payment pages or tokenization services via the iPaaS is a key strategy to minimize your own PCI scope by avoiding direct handling of sensitive card data.

Error Handling FAQs

▸ How do I handle errors and failed transactions in Sage Pay (Opayo) to Dynamics AX integrations?
Robust error handling involves implementing retry mechanisms (with exponential backoff) for transient failures, logging all errors to a centralized iPaaS system, setting up automated alerts for critical issues, and routing unresolvable failed messages to a 'dead-letter queue' for manual investigation and reprocessing. iPaaS platforms offer comprehensive error management features.

eCommerce FAQs

▸ Can Sage Pay (Opayo) integrate with my existing eCommerce platform like Shopify or Adobe Commerce for AX?
Yes, Opayo is designed to integrate seamlessly with popular eCommerce platforms. Using an iPaaS, you can create robust workflows that connect Opayo with Shopify, Adobe Commerce (Magento), BigCommerce, WooCommerce, and more, synchronizing orders, payments, customer data, and inventory in real-time, which then flows into Dynamics AX.
Implementation Timeline

Go live with Sage Pay + Microsoft Dynamics AX 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 Microsoft Dynamics AX, 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 + Microsoft Dynamics AX 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 + Microsoft Dynamics AX.

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 + Microsoft Dynamics AX 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