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Unlock Real-Time Payments: SAP Business One & Payeezy Integration

Automate your order-to-cash, streamline reconciliation, and enhance financial accuracy with AI-powered, low-code integration for mid-market efficiency.

The Challenge

The Cost of Disconnected Payments & ERP Systems

For growing mid-market businesses, managing online payments and reconciling them with SAP Business One manually creates significant operational bottlenecks, financial inaccuracies, and delayed insights. This disconnect directly impacts profitability and customer satisfaction.

  • Manual data entry of payment transactions into SAP Business One.
  • Delayed or inaccurate reconciliation of daily Payeezy settlements.
  • Lack of real-time visibility into payment statuses for sales orders.
  • Inefficient processing of refunds and chargebacks.
  • Increased risk of human error and compliance issues (PCI DSS).
  • Slow order-to-cash cycle, impacting cash flow.
Integration Diagram
Solution Illustration
The Solution

AI-Powered, Low-Code Integration for SAP Business One & Payeezy

Our iPaaS solution provides a pre-built, AI-accelerated, and low-code approach to connect SAP Business One and Payeezy seamlessly. It automates the entire payment processing and reconciliation cycle, ensuring data accuracy, real-time visibility, and operational efficiency.

  • Real-time Payment Transaction Synchronization
  • Automated Order-to-Cash Workflow
  • Intelligent Financial Reconciliation
  • AI-Enhanced Fraud Detection & Alerting
  • Secure Refund & Chargeback Processing
Implementation Timeline

Go live with SAP Business One + Payeezy 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 SAP Business One and Payeezy, 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 SAP Business One + Payeezy 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
  • Intelligent Financial Reconciliation
  • AI-Enhanced Fraud Detection & Alerting
  • Secure Refund & Chargeback Processing
  • Low-Code/No-Code Workflow Designer
  • Comprehensive Monitoring & Alerting

Technical Integration Details: Connecting SAP Business One & Payeezy

Our iPaaS provides the robust architecture and tooling necessary for a secure, scalable, and efficient integration between SAP Business One and Payeezy. It abstracts complexity, allowing for rapid deployment and continuous management.

Data Flow Steps

Establish Connectivity: Securely connect to SAP Business One's Service Layer API and Payeezy's APIs using pre-built connectors.

Define Event Triggers: Configure webhooks from Payeezy for real-time payment events (capture, refund, void, chargeback) and leverage SAP B1 Service Layer events or scheduled queries for outbound data.

Map Data Schemas: Use the visual mapping canvas, enhanced by AI, to transform data fields between SAP Business One entities (e.g., Sales Order, Incoming Payment, Business Partner) and Payeezy entities (e.g., Payment Transaction, Customer, Refund).

Orchestrate Workflows: Design end-to-end business logic using low-code tools. This includes conditional routing, data validation, error handling, and sequential operations.

Implement Business Rules: Apply specific transformations, calculations, and conditional logic (e.g., tax calculations, GL account determination based on payment type).

Deploy & Monitor: Promote tested integrations to production environments and monitor performance, transaction logs, and error queues from a centralized dashboard.

Data Touchpoints

SAP Business One: Sales Orders, Incoming Payments, Business Partners, A/R Invoices, A/R Credit Notes, Journal Entries, Item Master Data.
Payeezy: Payment Transactions (Authorizations, Captures, Voids, Refunds), Customers, Orders, Payment Tokens, Settlement Batches, Chargebacks, Fraud Scores.

"The integration architecture centers around a cloud-native iPaaS. Payeezy initiates payment events via webhooks to the iPaaS. The iPaaS then orchestrates data transformation, validation, and API calls to the SAP Business One Service Layer to create or update relevant entities. Conversely, actions in SAP Business One (e.g., refund initiation) trigger the iPaaS to interact with Payeezy's APIs. Daily settlement reports are retrieved by the iPaaS for automated GL postings in SAP Business One."

Pricing

Simple, transparent pricing for SAP Business One + Payeezy.

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 SAP Business One

Integrating SAP Business One 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 exchange relies on accurate and intelligent mapping of critical entities between SAP Business One and Payeezy. Our iPaaS provides visual tools and AI assistance to simplify this complex process.

Sales Order / Order

Represents a customer's request for products/services. The bridge between an eCommerce transaction and ERP fulfillment.

SAP Business One Fields

DocEntry DocNum CardCode DocDate DocDueDate DocumentLines (ItemCode, Quantity, Price) Comments SalesPersonCode

Payeezy Fields

orderId totalAmount currency orderStatus paymentStatus items customerId

Mapping Notes

`orderId` from Payeezy (or eCommerce) is crucial for linking to SAP B1's `DocNum` or a custom field. `paymentStatus` from Payeezy drives `orderStatus` in SAP B1. Item details require careful mapping of `ItemCode`, `Quantity`, and `Price`.

Next Steps

See SAP Business One + Payeezy 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.

E-commerce Order-to-Cash Automation

Streamline the entire sales order lifecycle from an online store to SAP Business One, incorporating Payeezy for payment capture and real-time status updates.

Integration Steps:

  1. 0 Customer places order on e-commerce platform.
  2. 1 Payment processed via Payeezy, transaction ID and status captured.
  3. 2 iPaaS receives Payeezy webhook, creates Sales Order in SAP B1.
  4. 3 Payment data creates Incoming Payment in SAP B1, linked to Sales Order/Invoice.
  5. 4 SAP B1 updates inventory; fulfillment status synced back to e-commerce.

Business Outcome

Reduced manual data entry, accelerated order fulfillment, accurate financial records, real-time inventory updates.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerate Order-to-Cash
Automate sales order creation and payment capture, drastically reducing manual processing time and accelerating cash flow.
Enhance Financial Accuracy
Eliminate manual data entry errors and ensure precise reconciliation of Payeezy transactions with SAP Business One's General Ledger, supported by AI validation.
Gain Real-Time Visibility
Access up-to-the-minute payment statuses, order information, and customer data across both SAP Business One and Payeezy for informed decision-making.
Boost Operational Efficiency
Automate repetitive tasks like payment posting, refunds, and settlement reconciliation, freeing up finance and operations teams for higher-value activities.
Strengthen Security & Compliance
Adhere to PCI DSS standards through Payeezy's tokenization and secure iPaaS infrastructure, minimizing risk and ensuring data protection.
Rapid Deployment with Low-Code/AI
Leverage AI-assisted mapping and low-code tools to deploy integrations faster and adapt to changing business needs with unparalleled agility.

Accelerate Order-to-Cash

30% Reduction in Days Sales Outstanding (DSO)

📋 What You Get

Automate sales order creation and payment capture, drastically reducing manual processing time and accelerating cash flow.

💼 Business Impact

This benefit directly contributes to 30% improvement in Reduction in Days Sales Outstanding (DSO), enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with SAP Business One + Payeezy 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 SAP Business One and Payeezy, 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 SAP Business One + Payeezy 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, PATCH /b1s/v1/BusinessPartners Manage customer/vendor master data. Critical for syncing customer profiles from Payeezy/eCommerce.
POST, GET, PATCH /b1s/v1/Orders Create, retrieve, update Sales Orders. Core for eCommerce order ingestion.
POST, GET, PATCH /b1s/v1/Items Manage product master data. Essential for ensuring product availability and pricing in orders.
POST, GET, PATCH /b1s/v1/Invoices Manage A/R Invoices. Updated by payment statuses from Payeezy.
POST, GET /b1s/v1/IncomingPayments Record customer payments. Direct target for successful Payeezy transactions.
POST, GET /b1s/v1/JournalEntries Create and retrieve General Ledger Journal Entries. Used for Payeezy settlement reconciliation.

Transformation Logic

  • Map Payeezy `transactionId` to custom field in SAP B1 `Incoming Payment` or `A/R Invoice` for traceability.
  • Convert Payeezy `amount` to SAP B1 `DocTotal` ensuring currency consistency.
  • Parse Payeezy `billingAddress` into discrete SAP B1 `Address` fields.
  • Conditional creation of SAP B1 `Business Partner` if `customerId` from Payeezy is new.
  • Aggregate Payeezy `Settlement Batch` data into summarized `Journal Entry` lines for SAP B1, accounting for fees and net amounts.

🛡️ Error Handling

  • SAP B1 Service Layer unavailable/rate limit exceeded.
  • Payeezy transaction declined/failed.
  • Item or Business Partner not found in SAP B1 during order creation.
  • Data validation failures (e.g., invalid amount, missing mandatory field).
  • Network interruptions between iPaaS and either system.
Pricing

Simple, transparent pricing for SAP Business One + Payeezy.

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 Integration FAQs

What is the best way to integrate SAP Business One with Payeezy?
The most effective method is through a modern, AI-powered iPaaS (Integration Platform as a Service). This approach leverages SAP Business One's Service Layer API and Payeezy's robust APIs/webhooks for real-time order, payment, and reconciliation synchronization. An iPaaS provides pre-built connectors, low-code mapping, and workflow orchestration to handle complex data transformations and business logic.

AI Capabilities FAQs

How does AI enhance SAP Business One and Payeezy integration workflows?
AI significantly enhances these integrations by providing automated data validation, intelligent mapping suggestions, anomaly detection (e.g., unusual transactions for fraud), and autonomous exception handling. This reduces manual effort, improves data quality, and provides proactive insights, making your payment processes smarter and more resilient.

Workflows FAQs

Can I automate daily settlement reconciliation between Payeezy and SAP Business One?
Absolutely. Our iPaaS solution automates the retrieval of daily Payeezy settlement reports, parses the data (including fees and net amounts), and posts corresponding Journal Entries directly into SAP Business One's General Ledger. This eliminates manual reconciliation efforts and ensures accurate financial reporting.
Can this integration handle recurring payments or subscription billing?
Yes. Payeezy supports subscription billing through its tokenization capabilities. Our iPaaS can securely store customer payment tokens (via Payeezy's vault) and initiate recurring charges via Payeezy's API at scheduled intervals, automating renewals and managing the lifecycle of subscription payments seamlessly within your SAP Business One processes.

Security & Compliance FAQs

What are the security considerations for integrating payment data with SAP Business One?
Security is paramount. The integration adheres to PCI DSS by utilizing Payeezy's tokenization services, ensuring no raw card data is stored in SAP Business One or the iPaaS. All communication is encrypted (HTTPS/TLS), API keys are securely vaulted, and strict access controls are implemented. Comprehensive audit trails are maintained for compliance.

Low-Code/No-Code FAQs

How do low-code/no-code tools benefit this integration?
Low-code/no-code tools empower business users and citizen integrators to design, build, and manage SAP Business One and Payeezy integration workflows without extensive coding. This accelerates development cycles, reduces reliance on IT, and allows business teams to quickly adapt integrations to evolving needs, fostering greater agility and innovation.

Error Handling FAQs

What happens if a Payeezy transaction fails or is declined?
Our integration includes robust error handling. If a Payeezy transaction fails, the iPaaS captures the specific error code, logs the event, and can trigger automated workflows. This might include notifying the customer, updating the order status in SAP Business One as 'Payment Failed', or alerting your finance team for manual review, depending on your configured business rules.

Implementation FAQs

How can I manage different environments (Dev, QA, Prod) for my SAP B1/Payeezy integrations?
A modern iPaaS platform supports a robust environment promotion strategy. This involves configuring separate integration instances for development, quality assurance, and production, with mechanisms for version control, automated testing, and seamless deployment pipelines. This ensures changes are thoroughly tested before impacting live systems.
Implementation Timeline

Go live with SAP Business One + Payeezy 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 SAP Business One and Payeezy, 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 SAP Business One + Payeezy 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 SAP Business One + Payeezy.

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 SAP Business One + Payeezy integration in action.

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