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Connect™

Unify Sage Pay (Opayo) Payments & Salesforce CRM with Intelligent Automation

Achieve a 360° customer view, automate order-to-cash, and streamline financial reconciliation. Power your business with a seamless, secure, and smart integration.

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The Challenge

Disconnected Payments & CRM: The Cost of Manual Processes

Without a robust integration between Sage Pay (Opayo) and Salesforce, businesses face significant operational inefficiencies, data silos, and a fragmented view of their customers. This leads to costly manual efforts, delayed insights, and a subpar customer experience.

  • Manual entry of payment data into Salesforce or ERP.
  • Delayed updates on payment statuses for sales and service teams.
  • Inaccurate or incomplete customer payment history in CRM.
  • Complex and time-consuming financial reconciliation.
  • Inefficient refund and chargeback management.
  • Lack of real-time visibility into revenue and cash flow.
  • Compliance risks from handling sensitive payment data across disparate systems.
Integration Diagram
Solution Illustration
The Solution

Seamless Sage Pay (Opayo) & Salesforce Integration with iPaaS

Our AI-enhanced iPaaS solution provides a robust, real-time bridge between Sage Pay (Opayo) and Salesforce, automating your critical payment and CRM workflows. It ensures data consistency, boosts operational efficiency, and delivers a true 360-degree view of your customers with their complete payment journey.

  • Real-time Payment Transaction Synchronization
  • Automated Order-to-Cash Workflow Orchestration
  • Unified Customer 360 View with Payment History
  • Streamlined Refund & Chargeback Management
  • PCI DSS Compliant Payment Tokenization
Implementation Timeline

Go live with Sage Pay + Salesforce 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 Salesforce, 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 + Salesforce 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 Orchestration
  • Unified Customer 360 View with Payment History
  • Streamlined Refund & Chargeback Management
  • PCI DSS Compliant Payment Tokenization
  • Automated Daily Settlement Reconciliation
  • AI-Powered Fraud Detection Integration

Sage Pay (Opayo) & Salesforce Integration: Technical Deep Dive

This integration is architected on an event-driven, API-first approach, leveraging an iPaaS to orchestrate data flows between Sage Pay (Opayo)'s robust payment gateway and Salesforce's powerful CRM platform. It ensures secure, scalable, and real-time data synchronization for optimal business operations.

Data Flow Steps

Connect & Authenticate: Establish secure connections using Opayo API keys and Salesforce OAuth 2.0 (JWT Bearer flow for server-to-server). Store credentials in an iPaaS vault.

Define Event Triggers: Configure Opayo webhooks for real-time payment events (success, failure, refund, chargeback). Utilize Salesforce Platform Events or Change Data Capture (CDC) for CRM record changes (e.g., Opportunity 'Closed Won', Order Status Update).

Design Workflows: Use the iPaaS's visual designer to create flows. For example, 'Opayo Payment Success' webhook triggers a flow to 'Update Salesforce Order Status' and 'Create Payment Record'.

Map & Transform Data: Visually map Opayo JSON payloads to Salesforce SObject fields. Apply low-code transformation functions (e.g., date format conversion, currency handling, concatenating address fields).

Implement Business Logic: Add conditional logic, lookups, and routing rules within the iPaaS workflow (e.g., if Opayo transaction status is 'Rejected', create a Salesforce Case for follow-up).

Error Handling & Monitoring: Configure automated retries, dead-letter queues, and real-time alerts for integration failures. Monitor performance and data flow from the iPaaS dashboard.

Deploy & Govern: Promote workflows from Dev to QA to Production environments using version control. Maintain audit trails and compliance.

Data Touchpoints

Opayo: Payment Transaction, Order (via vendorTxCode), Customer, Refund, Payment Token, Settlement Batch, Chargeback, Fraud Indicator.
Salesforce: Account, Contact, Opportunity, Order, Case, Product2, PricebookEntry, custom Payment, custom Refund, custom Payment Token objects.

"The integration flow typically starts with an event: either a payment transaction in Opayo or a data change in Salesforce. Opayo webhooks push real-time payment events to the iPaaS. Concurrently, Salesforce Platform Events/CDC notify the iPaaS of CRM updates. The iPaaS acts as the central orchestrator, consuming these events, transforming data, applying business rules, and then pushing synchronized data to the target system (Salesforce for payment updates, or Opayo for refund initiations). All communication is secured via HTTPS/TLS and appropriate authentication methods."

Pricing

Simple, transparent pricing for Sage Pay + Salesforce.

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 Data Entities & Intelligent Mapping

The integration focuses on harmonizing key entities between Sage Pay (Opayo) and Salesforce, ensuring a consistent and accurate view of customers, orders, and payments across your business. Our iPaaS provides intelligent, AI-assisted mapping to simplify this complex process.

Payment Transaction

Represents a single payment event processed by Opayo, linked to a customer's order. In Salesforce, this often maps to a custom 'Payment' object or updates an existing 'Order' record.

Sage Pay Fields

[field, transactionId],[type, string],[description, Unique Opayo transaction identifier] [field, vendorTxCode],[type, string],[description, Your internal order/invoice ID passed to Opayo] [field, amount],[type, decimal],[description, Transaction amount] [field, currency],[type, string],[description, Currency code] [field, status],[type, string],[description, Transaction status (e.g., OK, PENDING, REJECTED)] [field, transactionType],[type, string],[description, Type of transaction (e.g., PAYMENT, REFUND, DEFERRED)] [field, customerEmail],[type, string],[description, Customer's email] [field, createdDate],[type, datetime],[description, Date and time of transaction]

Salesforce Fields

[field, PaymentID_c],[type, string],[description, Custom field for Opayo transactionId] [field, Orderc],[type, lookup(Order)],[description, Lookup to Salesforce Order object (via vendorTxCode)] [field, Amountc],[type, currency],[description, Payment amount] [field, CurrencyIsoCode],[type, string],[description, Currency code] [field, Statusc],[type, picklist],[description, Mapped payment status (e.g., Paid, Failed, Refunded)] [field, TransactionType_c],[type, picklist],[description, Type of transaction (e.g., Payment, Refund)] [field, Contactc],[type, lookup(Contact)],[description, Lookup to Salesforce Contact (via customerEmail)] [field, TransactionDate_c],[type, datetime],[description, Date and time of transaction] [field, Opportunityc],[type, lookup(Opportunity)],[description, Optional: Link to Opportunity if payment closes a deal]

Mapping Notes

Opayo's `transactionId` is crucial for linking back to Opayo. `vendorTxCode` from Opayo should map to Salesforce `Order.OrderNumber` or a custom `OrderExternalIDc` for traceability. Opayo `status` needs careful mapping to Salesforce custom picklist values to ensure consistent terminology. Customer email can be used to find/create Salesforce Contacts.

Next Steps

See Sage Pay + Salesforce 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 & Salesforce

Orchestrates the complete order lifecycle: from an eCommerce platform (e.g., Shopify) to Salesforce Order, through Sage Pay (Opayo) for payment processing, and into an ERP for fulfillment. Salesforce is updated in real-time.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Order details sync to Salesforce (Order object) and ERP.
  3. 2 Payment initiated via Opayo for the order.
  4. 3 Opayo processes payment and sends webhook notification.
  5. 4 iPaaS receives webhook, updates Salesforce Order Status ('Paid') and creates/updates a custom 'Payment' record.
  6. 5 ERP receives payment confirmation for fulfillment and accounting.
  7. 6 Salesforce provides sales and service teams with real-time payment status.

Business Outcome

Real-time order and payment visibility, reduced manual order processing, faster fulfillment, accurate financial records, 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 payment processing and order status updates, significantly reducing manual intervention and speeding up revenue recognition.
Enhanced Customer 360 View
Enrich Salesforce with real-time Opayo payment data, providing sales and service teams with a complete, accurate view of customer interactions and payment history.
Reduced Manual Reconciliation Efforts
Automate the matching of Opayo settlement reports with Salesforce and ERP records, slashing the time and errors associated with financial reconciliation.
Improved Data Accuracy & Compliance
Eliminate manual data entry errors and leverage Opayo's tokenization for PCI DSS compliance, ensuring data integrity and reducing security risks.
Streamlined Refund & Chargeback Management
Automate refund processing from Salesforce and trigger immediate alerts and case creation for Opayo chargebacks, improving response times and efficiency.
Agile & Scalable Operations
Build and adapt integration workflows rapidly with low-code tools, enabling your business to scale payment operations and respond quickly to market changes.
✨

Accelerated Order-to-Cash Cycle

Up to 50% faster Order Processing Time

📋 What You Get

Automate payment processing and order status updates, significantly reducing manual intervention and speeding up revenue recognition.

💼 Business Impact

This benefit directly contributes to Up to 50% faster improvement in Order Processing Time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Sage Pay + Salesforce 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 Salesforce, 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 + Salesforce 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 new payment transactions (authorization and capture).
POST /api/v3/transactions/{transactionId}/refunds Process refunds for previously captured transactions.
GET /api/v3/transactions/{transactionId} Retrieve detailed transaction information for status checks and auditing.
POST /api/v3/tokens Create payment tokens for recurring payments and card-on-file.
POST /api/v3/transactions/{transactionId}/cancel Cancel an authorized but not yet captured transaction.

⚡ Transformation Logic

  • Status Mapping: Opayo `status` ('OK', 'REJECTED') to Salesforce `PaymentStatus_c` ('Paid', 'Failed').
  • Date Formatting: Convert Opayo `createdDate` (ISO 8601) to Salesforce `TransactionDate_c` (YYYY-MM-DDThh:mm:ss.sssZ).
  • Address Parsing: Deconstruct Opayo `billingAddress` object into individual Salesforce `Account.BillingStreet`, `BillingCity`, `BillingState`, `BillingPostalCode`, `BillingCountry` fields.
  • Currency Conversion: If multi-currency is enabled, apply conversion rates for reporting consistency.
  • External ID Assignment: Map Opayo `transactionId` to Salesforce `PaymentIDc` (External ID) and `customerId` to `OpayoCustomer_IDc` on Account/Contact.
  • Concatenation/Splitting: Combine `firstName` and `lastName` from Opayo into Salesforce `Contact.Name` or split Salesforce `Account.Name` for Opayo `customerName`.

🛡️ Error Handling

  • Transient Opayo API failure: Handled by automated retries with exponential backoff.
  • Salesforce data validation error: Message routed to dead-letter queue, alert triggered for manual correction.
  • Duplicate record creation: Prevented by using Salesforce External IDs and upsert operations.
  • Mismatched Order IDs: Logic to identify and flag transactions where `vendorTxCode` doesn't match an active Salesforce Order.
  • Unauthorized API access: Immediate alerts on authentication failures, IP whitelisting enforcement.
Pricing

Simple, transparent pricing for Sage Pay + Salesforce.

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

▸ Why integrate Sage Pay (Opayo) with Salesforce?
Integrating Sage Pay (Opayo) with Salesforce eliminates data silos, automates manual processes, and provides a unified 360-degree view of your customers, including their complete payment history. This leads to faster order-to-cash cycles, improved financial reconciliation, enhanced customer service, and better decision-making across your organization.

Technical FAQs

▸ How does the integration handle real-time payment updates in Salesforce?
The integration leverages Opayo's webhooks. When a payment is processed (successful, failed, refunded), Opayo sends an instant notification to the iPaaS. The iPaaS then processes this event and immediately updates the relevant Order, Payment, or Case records in Salesforce, ensuring real-time data consistency.
▸ What kind of APIs do Sage Pay (Opayo) and Salesforce offer for integration?
Opayo provides comprehensive RESTful APIs for payment processing, transaction management, tokenization, and reporting. Salesforce offers rich REST APIs (including standard and custom SObjects), SOAP API, Bulk API 2.0, Composite API, and event-driven APIs like Platform Events and Change Data Capture (CDC). The iPaaS connects to both using these robust APIs.
▸ What happens if there's an error in the integration workflow?
Our iPaaS employs a robust error handling strategy. This includes automated retries with exponential backoff for transient issues, detailed logging for every step, and routing of persistent errors to a 'dead-letter queue' for manual review. Configurable alerts notify relevant teams via email, Slack, or ticketing systems for critical failures, ensuring no data is lost and issues are addressed promptly.

Workflows FAQs

▸ Can I automate payment reconciliation with Sage Pay (Opayo) and Salesforce?
Absolutely. An iPaaS can automatically download Opayo's daily settlement reports, parse the data, and match individual transactions against records in your Salesforce (custom Payment objects) and ERP. Discrepancies are flagged for review, significantly speeding up your financial close process and reducing manual errors.

Security FAQs

▸ How does the integration ensure PCI DSS compliance for cardholder data?
The integration prioritizes PCI DSS compliance by utilizing Opayo's hosted payment pages and tokenization services. This ensures sensitive cardholder data never touches your Salesforce instance or internal systems directly. Only secure payment tokens are stored in Salesforce, significantly reducing your PCI scope.

iPaaS FAQs

▸ How do low-code/no-code workflows benefit this integration?
Low-code/no-code tools within the iPaaS empower business users (e.g., finance, customer service, sales operations) to design, modify, and manage integration workflows without extensive coding. This accelerates development, reduces reliance on IT, and makes your operations more agile and responsive to changing business needs.

AI FAQs

▸ How can AI enhance my Sage Pay (Opayo) Salesforce integrations?
AI enhances integrations through features like automated mapping suggestions, real-time anomaly detection for fraud and reconciliation, predictive analytics for cash flow, and intelligent routing of payment exceptions. This leads to higher data quality, reduced manual intervention, proactive risk management, and optimized workflows.
Implementation Timeline

Go live with Sage Pay + Salesforce 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 Salesforce, 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 + Salesforce 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 + Salesforce.

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 + Salesforce 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