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Sage X3 & Chase Orbital Paymentech: Unified Finance, Automated Payments

Streamline your order-to-cash cycle, achieve real-time financial reconciliation, and ensure PCI compliance with a powerful, AI-driven iPaaS integration.

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The Challenge

The Disconnect Between Payments and Your ERP

Without seamless integration, managing payments, financial reconciliation, and customer data across Sage X3 and Chase Orbital Paymentech creates significant operational friction, leading to lost time, increased costs, and compliance risks.

  • Manual data entry of payment transactions into Sage X3, prone to errors and delays.
  • Lagging financial reconciliation due to disparate settlement reports and ERP ledger entries.
  • Inconsistent customer payment profiles across systems, hindering recurring billing and customer service.
  • Increased risk of PCI non-compliance when handling sensitive payment data manually.
  • Lack of real-time visibility into cash flow and transaction statuses across the business.
  • Inefficient refund and chargeback processes requiring manual intervention and tracking.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Sage X3 with Chase Orbital Paymentech

Our iPaaS-powered integration solution bridges the gap between Sage X3 and Chase Orbital Paymentech, automating your entire payment processing and financial reconciliation workflow. Leverage real-time data synchronization, intelligent transformation, and robust security to unlock efficiency and accuracy across your enterprise.

  • Automated Order-to-Cash Workflow (E-commerce to Sage X3)
  • Real-time Payment Authorization & Capture Sync
  • Daily Settlement Report to Sage X3 General Ledger Reconciliation
  • Secure Tokenized Payment Profile Management
  • Automated Refund and Chargeback Processing
Implementation Timeline

Go live with Sage X3 + & Chase Orbital Paymentech | Real-time Payments & ERP Sync 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 X3 and & Chase Orbital Paymentech | Real-time Payments & ERP Sync, 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 X3 + & Chase Orbital Paymentech | Real-time Payments & ERP Sync deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Automated Order-to-Cash Workflow (E-commerce to Sage X3)
  • Real-time Payment Authorization & Capture Sync
  • Daily Settlement Report to Sage X3 General Ledger Reconciliation
  • Secure Tokenized Payment Profile Management
  • Automated Refund and Chargeback Processing
  • PCI DSS Compliant Data Handling via Tokenization
  • Unified View of Customer and Financial Data

Sage X3 & Chase Orbital Paymentech: Technical Integration Details

Our iPaaS-driven integration leverages the robust API capabilities of both Sage X3 and Chase Orbital Paymentech to establish a highly secure, efficient, and scalable data exchange. We focus on real-time event processing and intelligent data transformation to ensure seamless operation.

Data Flow Steps

Connectors Setup: Establish secure connections to Sage X3 (via RESTful APIs or ADX Web Services) and Chase Orbital Paymentech (via OAuth 2.0/API Keys) using pre-built iPaaS connectors.

Workflow Design: Visually design integration flows within the iPaaS, defining triggers, data retrieval, transformation, and destination actions.

Data Mapping: Map key entities and fields between the two systems using the iPaaS's drag-and-drop interface, with AI assistance for complex schemas.

Business Logic & Validation: Implement business rules, conditional logic, and data validation steps within the iPaaS to ensure data integrity before posting to Sage X3.

Error Handling & Monitoring: Configure comprehensive error handling, retry mechanisms, alerts, and real-time monitoring dashboards.

Deployment: Promote tested integration flows from Dev to QA to Production environments using structured CI/CD pipelines.

Data Touchpoints

Sales Order (SOH): Creation/update in Sage X3 from e-commerce orders, linked to Chase transactions.
Customer (BPC): Sync of customer details and tokenized payment profiles from Chase Orbital Paymentech to Sage X3.
Payment (PAY): Creation in Sage X3 for processed payments/refunds from Chase Orbital Paymentech.
Invoice (SIH): Association of payments with sales invoices in Sage X3.
Journal Entry (GACC) & Ledger Account (ACC): Posting of daily settlement data (gross, fees, net) for reconciliation.
Inventory (STO): Updates based on e-commerce sales orders or returns.

"E-commerce/POS -> Chase Orbital Paymentech (Auth/Capture/Refund) --[Webhook/API]--> iPaaS (Transform/Validate/Orchestrate) --[API]--> Sage X3 (Sales Order/Payment/Invoice/Journal Entry/Inventory Update). Daily: Chase Orbital Paymentech (Settlement Report) --[API]--> iPaaS (Transform/Reconcile) --[API]--> Sage X3 (Journal Entry)."

Pricing

Simple, transparent pricing for Sage X3 + & Chase Orbital Paymentech | Real-time Payments & ERP Sync.

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 X3

Integrating Sage X3 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 Data Entities & Field-Level Mappings

A successful integration hinges on accurate and consistent data mapping between Sage X3 and Chase Orbital Paymentech. Our iPaaS provides a visual mapping canvas to transform and harmonize critical business entities.

Transaction / Payment

Mapping individual payment gateway transactions to Sage X3's payment and invoice records for financial accuracy.

Sage X3 Fields

[field, PAY.NUM],[description, Payment Number (auto-generated)] [field, PAY.PAYDAT],[description, Payment Date] [field, PAY.BPRNUM],[description, Business Partner (Customer) Number] [field, PAY.CUR],[description, Currency] [field, PAY.AMT],[description, Payment Amount] [field, PAY.PAYTYP],[description, Payment Type (e.g., 'Credit Card')] [field, SIH.NUM],[description, Invoice Number] [field, SIH.AMT],[description, Invoice Amount]

& Chase Orbital Paymentech | Real-time Payments & ERP Sync Fields

[field, Transaction.transactionId],[description, Unique transaction ID] [field, Transaction.amount],[description, Transaction Amount] [field, Transaction.currency],[description, Transaction Currency] [field, Transaction.status],[description, Transaction Status (Authorized, Captured, Refunded)] [field, Transaction.type],[description, Transaction Type (Auth, Capture, Sale, Refund)] [field, Transaction.orderId],[description, Associated Order ID (from e-commerce)] [field, Transaction.paymentMethodId],[description, Tokenized Payment Method ID] [field, Refund.refundId],[description, Unique Refund ID]

Mapping Notes

Chase `transactionId` maps to a custom field or reference in Sage X3's `Payment` entity (`PAY.NUM` or a specific reference field) for traceability. Chase `amount` maps to `PAY.AMT`. Chase `type` (Sale/Capture) dictates creation of `PAY` and `SIH` records. For refunds, `Refund.originalTransactionId` is crucial for linking to the initial Sage X3 `PAY` record.

Next Steps

See Sage X3 + & Chase Orbital Paymentech | Real-time Payments & ERP Sync 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 flow of online orders from your e-commerce platform through payment processing with Chase Orbital Paymentech, culminating in real-time order, invoice, and payment creation within Sage X3. This includes syncing customer data, product details, and inventory adjustments.

Integration Steps:

  1. 0 Customer places order on e-commerce.
  2. 1 Chase Orbital Paymentech authorizes/captures payment.
  3. 2 iPaaS receives payment confirmation via webhook.
  4. 3 iPaaS creates Sales Order (SOH) in Sage X3.
  5. 4 iPaaS posts Payment (PAY) and Invoice (SIH) in Sage X3, referencing Chase transaction.
  6. 5 Inventory (STO) updated in Sage X3.

Business Outcome

Accelerated order fulfillment, accurate financial records, real-time inventory, reduced manual data entry.

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 entire sales order and payment process, from authorization in Chase Orbital Paymentech to invoice and payment posting in Sage X3, reducing manual delays and improving cash flow.
Enhanced Financial Accuracy & Reconciliation
Automatically reconcile daily Chase Orbital Paymentech settlements with Sage X3's General Ledger, virtually eliminating manual errors and accelerating financial close cycles with AI validation.
Robust PCI DSS Compliance
Leverage Chase Orbital Paymentech's tokenization and secure data handling, ensuring sensitive cardholder data never touches your Sage X3 system directly, significantly simplifying compliance efforts.
Real-time Financial Visibility
Gain instant insights into payment statuses, sales transactions, and cash flow across your business, empowering faster, more informed decision-making.
Reduced Operational Costs
Automate repetitive tasks like data entry, reconciliation, and refund processing, freeing up valuable finance and IT resources for strategic initiatives.
Improved Customer Experience
Offer seamless and secure payment options, faster order processing, and efficient refund management, leading to higher customer satisfaction and loyalty.
✨

Accelerated Order-to-Cash Cycle

30% Faster O2C

📋 What You Get

Automate the entire sales order and payment process, from authorization in Chase Orbital Paymentech to invoice and payment posting in Sage X3, reducing manual delays and improving cash flow.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster O2C, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /api/v1/sales/salesOrders Create new sales orders in Sage X3 from e-commerce/CRM after successful payment authorization.
POST /api/v1/financials/payments Record incoming customer payments or outgoing refunds in Sage X3, linked to Chase transactions.
POST /api/v1/financials/invoices Create or update customer invoices in Sage X3, often linked to sales orders and payments.
POST/PUT /api/v1/customers/businessPartners Create or update customer master records (BPC) in Sage X3, including payment profile tokens.
POST /api/v1/financials/journalEntries Post reconciled daily settlement data from Chase Orbital Paymentech to Sage X3 General Ledger.
GET/PUT /api/v1/products/products/{id}/stock Retrieve or update real-time inventory levels for products in Sage X3.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction currencies to Sage X3's accounting currency if required.
  • Status Mapping: Map Chase Orbital Paymentech transaction statuses (e.g., 'CAPTURED') to Sage X3 payment statuses (e.g., 'Paid').
  • Field Concatenation/Splitting: Combine or split data fields to fit target system requirements (e.g., address lines).
  • Conditional Logic: Apply rules like 'if transaction type is REFUND, create a credit memo in Sage X3'.
  • Lookup Tables: Use internal lookup tables within iPaaS for mapping payment types or GL accounts.

🛡️ Error Handling

  • Sage X3 API timeout during high load.
  • Invalid data format from Chase Orbital Paymentech (e.g., missing `orderId`).
  • Duplicate transaction ID received from Chase Orbital Paymentech.
  • Sage X3 business rule violation (e.g., attempting to post to a closed accounting period).
  • Chase Orbital Paymentech `refund` failing due to insufficient funds or expired card.
  • Network connectivity issues between iPaaS and either system.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What is the primary benefit of integrating Sage X3 with Chase Orbital Paymentech?
The primary benefit is end-to-end automation of your order-to-cash cycle and financial reconciliation. This eliminates manual data entry, reduces errors, accelerates cash flow, and provides real-time financial visibility and PCI compliance.

Security FAQs

▸ How does the integration handle PCI DSS compliance?
Our solution leverages Chase Orbital Paymentech's tokenization services, ensuring that sensitive cardholder data never touches your Sage X3 or iPaaS directly. Only secure tokens are exchanged and stored (if necessary), significantly simplifying your PCI DSS compliance burden.

Workflows FAQs

▸ Can I automate daily settlement reconciliation to Sage X3?
Absolutely. The iPaaS automatically retrieves daily settlement reports from Chase Orbital Paymentech, processes transaction details and fees, and posts corresponding journal entries directly into Sage X3's General Ledger, eliminating manual effort.

Performance FAQs

▸ Does this integration support real-time payment processing?
Yes. By utilizing Chase Orbital Paymentech's webhooks and an event-driven iPaaS, payment authorizations, captures, and refunds are processed and reflected in Sage X3 in near real-time, ensuring immediate updates to sales orders, invoices, and inventory.
▸ Is this solution scalable for high transaction volumes?
Absolutely. The underlying iPaaS architecture is cloud-native and designed for horizontal scalability, dynamically adjusting resources to handle peak transaction loads from Chase Orbital Paymentech and ensuring consistent performance even during high-traffic periods.

AI Capabilities FAQs

▸ How does AI enhance this integration?
AI significantly enhances the integration by providing intelligent mapping suggestions, detecting anomalies in financial transactions (e.g., potential fraud, reconciliation discrepancies), and smart routing of errors. This reduces manual effort, improves data quality, and offers predictive insights.

Low-Code FAQs

▸ Can business users manage or modify these integration workflows without coding?
Yes. Our solution is built on a low-code/no-code iPaaS, providing a visual drag-and-drop interface. Business analysts and finance professionals can easily design, modify, and manage complex payment and reconciliation workflows, reducing reliance on IT.

Error Handling FAQs

▸ What happens if there's an error during data synchronization?
The iPaaS has robust error handling, including automatic retries for transient issues, detailed logging of all failures, and dead-letter queues for unprocessable messages. Automated alerts notify relevant teams, ensuring no data is lost and issues are resolved proactively.
Pricing

Simple, transparent pricing for Sage X3 + & Chase Orbital Paymentech | Real-time Payments & ERP Sync.

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 X3 + & Chase Orbital Paymentech | Real-time Payments & ERP Sync 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