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Unlock Seamless Financial Automation: Sage Pay (Opayo) & Microsoft Dynamics GP Integration

Streamline payments, automate reconciliation, and gain real-time visibility with our intelligent iPaaS solution for Opayo and Dynamics GP.

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The Challenge

The Pain of Disconnected Payments & ERP

Without a robust integration, managing online payments through Sage Pay (Opayo) and recording them accurately in Microsoft Dynamics GP creates significant operational hurdles, impacting efficiency, accuracy, and compliance.

  • Manual Data Entry & Reconciliation: Tedious, error-prone process of manually transferring payment details from Opayo reports to Dynamics GP, leading to delayed financial closes.
  • Delayed Order-to-Cash Cycle: Lag between payment receipt and order processing in GP, slowing down fulfillment and impacting customer satisfaction.
  • Inaccurate Financial Reporting: Discrepancies between payment gateway data and ERP records, making cash flow forecasting and auditing challenging.
  • Inefficient Refund & Chargeback Management: Manual processing of refunds and chargebacks is slow, inconsistent, and difficult to track across systems.
  • Compliance & Security Risks: Handling sensitive payment data outside of secure, automated flows increases PCI DSS compliance burden and potential for data breaches.
  • Lack of Real-time Visibility: Inability to view up-to-the-minute payment statuses and their impact on inventory or accounts receivable in Dynamics GP.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for Sage Pay (Opayo) & Dynamics GP

Our iPaaS-driven solution provides a robust, real-time bridge between Sage Pay (Opayo) and Microsoft Dynamics GP, automating critical financial workflows and transforming your payment processing and ERP management.

  • Real-time Payment Synchronization: Instantly syncs Opayo payment transactions to Dynamics GP, ensuring immediate updates to sales orders and accounts receivable.
  • Automated Reconciliation: Downloads Opayo settlement reports and automatically matches transactions, posting fees and net amounts to the General Ledger.
  • Streamlined Refund & Chargeback Processing: Automates the creation of credit memos in GP for Opayo refunds and triggers alerts for chargebacks.
  • Unified Customer & Order Data: Ensures consistent customer records and order statuses across your eCommerce, Opayo, and Dynamics GP systems.
  • PCI DSS Compliant Data Handling: Leverages Opayo's tokenization and hosted pages to minimize your PCI scope and ensure secure data transfer.
Implementation Timeline

Go live with Sage Pay + Microsoft Dynamics GP 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 GP, 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 GP 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 Synchronization: Instantly syncs Opayo payment transactions to Dynamics GP, ensuring immediate updates to sales orders and accounts receivable.
  • Automated Reconciliation: Downloads Opayo settlement reports and automatically matches transactions, posting fees and net amounts to the General Ledger.
  • Streamlined Refund & Chargeback Processing: Automates the creation of credit memos in GP for Opayo refunds and triggers alerts for chargebacks.
  • Unified Customer & Order Data: Ensures consistent customer records and order statuses across your eCommerce, Opayo, and Dynamics GP systems.
  • PCI DSS Compliant Data Handling: Leverages Opayo's tokenization and hosted pages to minimize your PCI scope and ensure secure data transfer.
  • Scalable & Resilient Architecture: Built on a modern iPaaS, capable of handling high transaction volumes with fault tolerance and robust error recovery.

Technical Integration Details & Architecture

Our integration solution leverages a modern iPaaS to orchestrate data flow between Sage Pay (Opayo) and Microsoft Dynamics GP, ensuring secure, scalable, and real-time connectivity. It combines event-driven triggers with robust API interactions and intelligent data mapping.

Data Flow Steps

Secure API Connectivity: Establish secure, authenticated connections to Opayo's RESTful APIs and Dynamics GP's eConnect/Web Services via the iPaaS's native connectors, using best practices for credential management (e.g., secrets vault, OAuth 2.0).

Event-Driven Triggering: Configure Opayo webhooks to act as real-time triggers for events like `transaction.succeeded`, `transaction.refunded`, `chargeback.received`. These events instantly initiate workflows within the iPaaS.

Data Transformation & Harmonization: Utilize the iPaaS's visual mapping canvas and transformation engine to convert Opayo's JSON payloads into Dynamics GP's XML schema (for eConnect) or SOAP messages (for Web Services), ensuring data consistency and adherence to GP's business rules.

Business Logic & Orchestration: Implement complex business logic within the iPaaS workflows, such as conditional routing, customer lookup/creation, invoice matching, and GL account determination, often enhanced by AI.

Transactional Posting to Dynamics GP: Use Dynamics GP's eConnect to reliably create Sales Orders, post Cash Receipts, generate Credit Memos, and update General Ledger accounts, ensuring transactional integrity.

Error Handling & Monitoring: Implement comprehensive error handling (retries, dead-letter queues), centralized logging, and proactive alerting for any integration failures or data discrepancies.

Status Feedback & Bi-directional Sync: Update external systems (eCommerce, CRM) with the final status from Dynamics GP and facilitate bi-directional synchronization for entities like Customer master data.

Data Touchpoints

Opayo: Payment Transaction, Refund, Settlement Batch, Customer, Payment Token, Fraud Indicator
Dynamics GP: Sales Order, Customer, Item/Product, Invoice (Sales), Payment (Cash Receipt), General Ledger Account

"Opayo (Payment Gateway) <--- Webhooks ---> iPaaS (Integration Platform) <--- eConnect/Web Services ---> Microsoft Dynamics GP (ERP)"

Pricing

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

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 Mapping between Opayo and Dynamics GP

Seamless integration relies on accurate, intelligent mapping of core business entities. Our iPaaS provides comprehensive tools and AI assistance to harmonize data between Sage Pay (Opayo) and Microsoft Dynamics GP, ensuring data integrity and consistency.

Payment Transaction / Payment (Cash Receipt)

Represents a single payment event processed by Opayo and its corresponding entry in Dynamics GP's Accounts Receivable module.

Sage Pay Fields

transactionId vendorTxCode amount currency status transactionType customerEmail paymentMethod cardType createdDate last4Digits cardExpiry

Microsoft Dynamics GP Fields

DOCNUMBR (Payment ID) DOCDATE CUSTNMBR (Customer ID) CHEKBKID (Checkbook ID) DOCAMNT (Payment Amount) APPLIEDAMT (Applied Amount) PaymentMethod (Reference) GLPOSTEDDATE BACHNUMB (Batch ID)

Mapping Notes

Opayo's `transactionId` or `vendorTxCode` (which should contain the GP Sales Order ID) is critical for linking. The Opayo `status` determines if a Cash Receipt is created/posted. `customerEmail` helps identify the `CUSTNMBR` in GP. `amount` maps directly to `DOCAMNT`. Payment method may influence `CHEKBKID`.

Next Steps

See Sage Pay + Microsoft Dynamics GP 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 with Opayo & Dynamics GP

Automate the entire sales process from customer checkout on an eCommerce platform (e.g., Shopify) through Opayo payment processing, to order fulfillment and financial posting in Microsoft Dynamics GP.

Integration Steps:

  1. 0 Customer places order on eCommerce site, pays via Sage Pay (Opayo).
  2. 1 Opayo processes payment and sends real-time webhook notification to iPaaS.
  3. 2 iPaaS maps eCommerce order data and Opayo transaction details.
  4. 3 iPaaS creates Sales Order in Dynamics GP, linking Opayo transaction ID.
  5. 4 iPaaS posts Cash Receipt in Dynamics GP, applying payment to the corresponding invoice.
  6. 5 GP updates inventory and triggers fulfillment. Order status updated back to eCommerce.

Business Outcome

Accelerated order processing, real-time inventory updates, accurate revenue recognition, and 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 Order-to-Cash Cycle
Automate the flow from Opayo payment to Dynamics GP sales order and invoice posting, significantly reducing processing time and improving cash flow.
Reduced Manual Reconciliation Time
Automatically match Opayo settlement reports with Dynamics GP bank statements and GL entries, slashing hours of manual effort and human error.
Enhanced Financial Data Accuracy
Eliminate data discrepancies between Opayo and Dynamics GP, ensuring a single source of truth for all financial reporting and auditing.
Improved PCI DSS Compliance & Security
Leverage Opayo's tokenization and hosted payment pages, minimizing sensitive card data handling in your systems and reducing your PCI scope.
Proactive Fraud Detection & Risk Management
Integrate AI-powered fraud indicators from Opayo into your workflows, enabling real-time alerts and actions against suspicious transactions.
Agile Business Process Automation
Empower finance and operations teams to quickly build and modify workflows for refunds, recurring billing, and exception handling using low-code tools.
360-Degree Financial Visibility
Gain a comprehensive, real-time view of all payment transactions, accounts receivable, and general ledger impacts directly within Dynamics GP.
✨

Accelerated Order-to-Cash Cycle

30% Faster Cash Flow

📋 What You Get

Automate the flow from Opayo payment to Dynamics GP sales order and invoice posting, significantly reducing processing time and improving cash flow.

💼 Business Impact

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

Implementation Timeline

Go live with Sage Pay + Microsoft Dynamics GP 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 GP, 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 GP 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 Initiate a new payment (authorization/capture).
POST /api/v3/transactions/{transactionId}/refunds Process a refund for a previously captured transaction.
GET /api/v3/transactions/{transactionId} Retrieve detailed information about a specific transaction.
POST /api/v3/tokens Create a payment token for recurring payments or card-on-file.

⚡ Transformation Logic

  • Date Formatting: Convert Opayo dates to Dynamics GP's required format (e.g., YYYY-MM-DD to GP's native date format).
  • Currency Conversion: If multi-currency is enabled, convert Opayo transaction amounts to Dynamics GP's functional currency using predefined exchange rates.
  • Customer Matching: Use Opayo `customerEmail` to perform a lookup in Dynamics GP; if not found, create a new customer record with mapped fields.
  • GL Account Mapping: Dynamically determine appropriate Dynamics GP `General Ledger Account` segments for revenue, fees, and bank deposits based on Opayo transaction type or merchant account.
  • Status Normalization: Map Opayo's transaction `status` values (e.g., 'OK', 'PENDING', 'REJECTED') to corresponding Dynamics GP payment statuses (e.g., 'Posted', 'Unpaid', 'Voided').

🛡️ Error Handling

  • Transient Opayo API Failure: iPaaS retries with exponential backoff.
  • Invalid Data for GP: Data validation rules catch errors pre-posting; message routed to dead-letter queue with alert.
  • GP eConnect Service Unavailable: Retries with backoff; if persistent, alerts IT operations.
  • Duplicate Transaction: Conflict resolution logic identifies and handles (e.g., skips, updates existing, alerts).
  • Opayo Chargeback: Triggers immediate alert to finance/customer service for action in GP.
Pricing

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

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 (Opayo) and how does it relate to Elavon?
Sage Pay was a leading payment gateway acquired by Elavon in 2020 and rebranded as Opayo. It continues to offer secure payment processing, now backed by Elavon's global infrastructure. When we talk about Sage Pay integration, we're referring to Opayo by Elavon.

Benefits FAQs

▸ Why should I integrate Sage Pay (Opayo) with Microsoft Dynamics GP?
Integrating Opayo with Dynamics GP automates your entire order-to-cash cycle, streamlines payment reconciliation, reduces manual data entry, enhances data accuracy, and provides real-time financial visibility. This saves time, reduces costs, and improves compliance.

Technology FAQs

▸ How does an iPaaS facilitate this integration compared to custom code?
An iPaaS provides pre-built connectors, low-code/no-code workflow designers, visual data mapping, centralized monitoring, and robust error handling. This significantly reduces development time, complexity, and maintenance costs compared to building and maintaining custom point-to-point integrations.

Workflows FAQs

▸ Can I automate payment reconciliation with Sage Pay (Opayo) using iPaaS and Dynamics GP?
Absolutely. An iPaaS can automatically download Opayo's daily settlement reports, parse the data, match it against transactions recorded in Dynamics GP and your bank statements, and post corresponding journal entries. Discrepancies are flagged for review, drastically speeding up your financial close.

Security FAQs

▸ Is Sage Pay (Opayo) integration 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 is a key strategy to minimize your own PCI scope by avoiding direct handling of sensitive card data.

AI Features FAQs

▸ How can AI enhance my Opayo and Dynamics GP integrations?
AI can provide intelligent fraud detection (identifying suspicious transaction patterns), automate mapping suggestions in your iPaaS, assist in determining correct GL accounts, detect anomalies in reconciliation, and offer predictive insights for cash flow. This leads to higher data quality and proactive risk management.

Challenges FAQs

▸ What are the common challenges when integrating Dynamics GP with a payment gateway?
Common challenges include ensuring real-time data synchronization, accurate mapping of transaction statuses and financial codes, managing refunds and chargebacks consistently, and handling high transaction volumes without performance bottlenecks. A modern iPaaS is designed to effectively address these challenges.

Configuration FAQs

▸ Does this integration support multi-currency and multi-company setups in Dynamics GP?
Yes, our iPaaS solution is designed to handle complex Dynamics GP environments. Workflows can be configured to manage transactions across multiple companies and perform necessary currency conversions, ensuring accurate financial reporting in diverse business structures.
Implementation Timeline

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

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 GP 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