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Seamless Microsoft Dynamics AX & Vantiv Integration: Powering Automated Payments and Financial Reconciliation

Connect your ERP to the world of secure, real-time payments. Automate order-to-cash, streamline reconciliation, and enhance fraud detection with our intelligent iPaaS solution.

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The Challenge

Disconnected Payments & ERP: The Cost of Manual Reconciliation and Compliance Risk

In today's fast-paced business environment, manually handling payment data from Vantiv and reconciling it with Microsoft Dynamics AX is a significant drain on resources. This disconnect leads to delayed financial reporting, increased operational costs, and exposes your business to compliance and fraud risks.

  • Manual entry of Vantiv transaction data into Dynamics AX, prone to errors and delays.
  • Lack of real-time visibility into payment statuses within AX, impacting order fulfillment.
  • Time-consuming daily or monthly reconciliation of Vantiv settlement reports with AX General Ledger.
  • Exposure to PCI DSS compliance burden when handling raw cardholder data across systems.
  • Inefficient processing of refunds, voids, and chargebacks, leading to customer dissatisfaction.
  • Limited ability to leverage advanced fraud detection without integrated systems.
Integration Diagram
Solution Illustration
The Solution

Unify Dynamics AX & Vantiv with Intelligent iPaaS Integration

Our powerful iPaaS solution bridges the gap between Microsoft Dynamics AX and Vantiv, establishing a secure, automated, and intelligent payment ecosystem. We enable seamless data flow, transform complex financial workflows, and empower your business with real-time insights and unparalleled efficiency.

  • Real-time Payment Status Synchronization
  • Automated Financial Reconciliation & GL Posting
  • PCI-Compliant Tokenization of Card Data
  • AI-Enhanced Fraud Detection & Anomaly Alerts
  • End-to-End Order-to-Cash Workflow Automation
Implementation Timeline

Go live with Vantiv 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 Vantiv Microsoft and 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 Vantiv 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 Status Synchronization
  • Automated Financial Reconciliation & GL Posting
  • PCI-Compliant Tokenization of Card Data
  • AI-Enhanced Fraud Detection & Anomaly Alerts
  • End-to-End Order-to-Cash Workflow Automation
  • Streamlined Refund & Dispute Processing
  • Comprehensive Error Handling & Monitoring

Microsoft Dynamics AX & Vantiv: A Technical Integration Blueprint with iPaaS

Our integration leverages a modern iPaaS as the central orchestration layer, abstracting the complexities of Microsoft Dynamics AX's Application Integration Framework (AIF) and Vantiv's RESTful APIs. This ensures a robust, scalable, and secure data exchange for all payment and financial workflows.

Data Flow Steps

System Connection: Establish secure connections to Dynamics AX via its AIF web services and to Vantiv via its REST APIs, handling authentication and authorization (API keys, service accounts).

Event & API Trigger Configuration: Set up Vantiv webhooks for real-time payment events (e.g., transaction captured, refund processed) and configure iPaaS to call specific AX AIF services (e.g., SalesOrderService, LedgerJournalService) based on business logic.

Data Mapping & Transformation: Visually map source data fields from Vantiv entities (e.g., Transaction, SettlementBatch) to target fields in Dynamics AX entities (e.g., SalesOrder, CustInvoiceJour, LedgerJournalTrans). Apply necessary data transformations (e.g., currency conversion, status code mapping, concatenation).

Workflow Orchestration: Design multi-step integration flows in the iPaaS, defining conditional logic (e.g., if payment fails, trigger dunning workflow), error handling, and retry mechanisms.

Security & Compliance Enforcement: Ensure PCI DSS compliance through Vantiv's tokenization services, encrypt all data in transit (TLS 1.2+), and implement least-privilege access controls for integration accounts.

Deployment & Monitoring: Deploy validated integration flows from development to production environments using structured pipelines. Monitor integration health, transaction volumes, and error logs from a centralized iPaaS dashboard.

Data Touchpoints

Microsoft Dynamics AX: SalesOrder, CustCustomer, EcoResProduct, InventOnHand, CustInvoiceJour, VendInvoiceJour, LedgerJournalTable/Trans, Project, Worker, PurchaseOrder, VendVendor.
Vantiv: Transaction, PaymentMethod, Customer, Order, SettlementBatch, Refund, Dispute, FraudEvent, Subscription, MerchantAccount.

"The typical data flow begins with an eCommerce order, where payment details are securely tokenized by Vantiv via the iPaaS. Vantiv processes the payment, and its real-time transaction status is sent via webhook to the iPaaS. The iPaaS then orchestrates the creation of a Sales Order and associated Customer Invoice in Microsoft Dynamics AX. Concurrently, daily, the iPaaS retrieves Vantiv settlement reports, transforms the aggregated financial data, and posts it as Ledger Journal entries into Dynamics AX for automated reconciliation. Refunds initiated in AX are routed through the iPaaS to Vantiv, with status updates returning to AX."

Pricing

Simple, transparent pricing for Vantiv 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 Vantiv Microsoft

Integrating Vantiv Microsoft 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 for AX-Vantiv Integration

Successful integration hinges on precise mapping between Microsoft Dynamics AX's rich entity model and Vantiv's payment-centric data structures. Our iPaaS provides visual mapping tools and AI assistance to ensure data integrity and consistency.

SalesOrder (AX) / Order (Vantiv)

The customer's commercial request. In AX, it's central to order-to-cash; in Vantiv, it's often referenced as `merchantTransactionId` within a `Transaction`.

Vantiv Microsoft Fields

SalesId CustAccount OrderDate SalesType CurrencyCode SalesOriginId DeliveryDate CustPurchaseOrder

Dynamics AX Fields

orderId orderTotal currency customerInfo paymentTransactionId merchantTransactionId (used in Vantiv's Transaction entity)

Mapping Notes

The Vantiv `orderId` or a unique identifier from the eCommerce platform should be mapped to Dynamics AX's `CustPurchaseOrder` or a custom field on `SalesOrder` for easy cross-referencing. The Vantiv `transactionId` should be stored on the AX `CustInvoiceJour` or `SalesOrder` for payment lookup. Ensure `CurrencyCode` consistency.

Next Steps

See Vantiv 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: From Cart to AX GL

Seamlessly manage the entire order and payment lifecycle. When an order is placed on an eCommerce platform, the payment is securely processed by Vantiv, and then the complete order, payment status, and customer details are automatically created in Microsoft Dynamics AX.

Integration Steps:

  1. 0 Customer checks out on eCommerce platform, payment details collected securely (tokenized by Vantiv via iPaaS).
  2. 1 iPaaS sends payment authorization/capture request to Vantiv's `/payments/capture` endpoint.
  3. 2 Vantiv processes payment and returns a `Transaction` status.
  4. 3 Upon successful payment, iPaaS creates a `SalesOrder` in Dynamics AX via `/AIF/SalesOrderService/create`.
  5. 4 Customer (CustCustomer) and Product (EcoResProduct) data are synchronized as needed.
  6. 5 Dynamics AX generates `CustInvoiceJour` and updates `InventOnHand`.
  7. 6 Payment status in AX is updated to 'Paid' or 'Pending' based on Vantiv's `Transaction` status.

Business Outcome

Real-time order processing, accurate inventory, immediate revenue recognition, reduced data entry errors, PCI compliance.

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 authorization, capture, and invoice generation from eCommerce directly into Dynamics AX, reducing manual delays and accelerating revenue recognition.
Enhanced Financial Reconciliation
Automatically retrieve Vantiv settlement reports and post reconciled journal entries to Dynamics AX General Ledger, eliminating manual effort and improving accuracy.
PCI DSS Compliance & Security
Leverage Vantiv's tokenization services via iPaaS to ensure sensitive cardholder data never touches your Dynamics AX environment, significantly reducing PCI scope.
Real-time Financial Visibility
Gain immediate insights into payment statuses, transaction details, and cash flow directly within Microsoft Dynamics AX, enabling better decision-making.
Reduced Operational Costs
Automate repetitive data entry, reconciliation, and exception handling tasks, freeing up finance and operations teams for higher-value activities.
Proactive Fraud Detection
Integrate AI-powered fraud detection services into your payment workflow to identify and mitigate high-risk transactions from Vantiv before they impact Dynamics AX.
Improved Customer Experience
Ensure faster, more reliable payment processing and efficient handling of refunds and disputes, leading to higher customer satisfaction.
✨

Accelerated Order-to-Cash Cycle

25-40% Faster Revenue Recognition

📋 What You Get

Automate payment authorization, capture, and invoice generation from eCommerce directly into Dynamics AX, reducing manual delays and accelerating revenue recognition.

💼 Business Impact

This benefit directly contributes to 25-40% improvement in Faster Revenue Recognition, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Vantiv 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 Vantiv Microsoft and 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 Vantiv 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 /AIF/SalesOrderService/create Creates new `SalesOrder` records in Dynamics AX from eCommerce or external sales systems. Critical for order-to-cash.
POST /AIF/SalesOrderService/read Retrieves detailed `SalesOrder` information (e.g., status, line items) from Dynamics AX for external systems (e.g., WMS, CRM).
POST /AIF/CustCustomerService/create Creates new `CustCustomer` records in Dynamics AX from CRM or self-service portals.
POST /AIF/CustCustomerService/update Updates existing `CustCustomer` records in Dynamics AX with changes from CRM or other master data sources.
POST /AIF/LedgerJournalService/create Posts `General Ledger Journal` entries from external financial systems or sub-ledgers (like Vantiv settlements) into AX.
POST /AIF/InventOnHandService/find Queries real-time `InventOnHand` availability for specific products/warehouses, crucial for eCommerce.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert amounts if AX and Vantiv operate in different base currencies, applying exchange rates from a master data source.
  • Status Mapping: Translate Vantiv `Transaction` statuses (e.g., AUTHORIZED, CAPTURED, DECLINED) to corresponding `SalesOrder` or `CustInvoiceJour` payment statuses in AX (e.g., Pending, Paid, Failed).
  • GL Account Mapping: Map Vantiv transaction types (e.g., sales, refunds, fees) to specific `AccountNum` and `Dimension` values for `LedgerJournalTrans` in Dynamics AX.
  • Data Aggregation: Consolidate individual Vantiv transactions within a `SettlementBatch` into summary `LedgerJournalTrans` entries for efficient GL posting.
  • Address Harmonization: Standardize customer billing/shipping addresses for consistency between Vantiv and AX.

🛡️ Error Handling

  • Vantiv Transaction Decline: iPaaS updates order status in eCommerce/AX to 'Payment Failed', triggers customer notification and potential dunning workflow.
  • Dynamics AX AIF Service Unavailable: iPaaS retries with exponential backoff; if persistent, routes message to dead-letter queue and alerts IT.
  • Data Validation Failure: Invalid `CustAccount` for `SalesOrder` creation in AX. iPaaS logs error, quarantines message, and alerts support for data correction.
  • Network Latency: Slow response from either system. iPaaS queues requests, implements timeouts, and monitors performance for bottlenecks.
Pricing

Simple, transparent pricing for Vantiv 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 the primary benefit of integrating Microsoft Dynamics AX with Vantiv?
The primary benefit is the complete automation of your order-to-cash and financial reconciliation processes. This includes real-time payment processing, secure handling of cardholder data via tokenization, automated posting of Vantiv settlements to AX's General Ledger, and enhanced fraud detection, all leading to significant efficiency gains and reduced risk.

Security & Compliance FAQs

▸ How does this integration ensure PCI DSS compliance for payment data?
The integration strictly adheres to PCI DSS by utilizing Vantiv's tokenization services. Sensitive cardholder data is securely transmitted directly to Vantiv, which returns a non-sensitive token. This token is then used for subsequent transactions, ensuring raw card data never touches your Microsoft Dynamics AX environment or the iPaaS, thereby minimizing your PCI scope.

Financial Operations FAQs

▸ Can I automate the daily reconciliation of Vantiv settlement reports with Dynamics AX?
Absolutely. Our iPaaS solution is designed to fully automate this. It retrieves daily settlement reports from Vantiv, applies pre-defined mapping and business rules to process the aggregated financial data (transactions, fees, net amounts), and then automatically posts these as reconciled journal entries to your Microsoft Dynamics AX General Ledger, significantly accelerating your financial close.

AI & Automation FAQs

▸ How does AI enhance the Dynamics AX and Vantiv integration?
AI significantly enhances the integration by providing intelligent automation. This includes AI-powered data validation and cleansing, real-time anomaly detection for potential fraud in Vantiv transactions, automated classification and resolution suggestions for integration errors, and AI-assisted mapping for complex Dynamics AX fields, leading to higher data quality and operational efficiency.

Technical FAQs

▸ What kind of API access does Dynamics AX provide for integrations, and how does iPaaS handle it?
Microsoft Dynamics AX primarily provides integration capabilities through its Application Integration Framework (AIF), which supports SOAP-based web services. A modern iPaaS abstracts this complexity by providing dedicated connectors that consume these AIF services and can expose them as standardized APIs for easier consumption by other systems, simplifying data exchange.

Business Workflows FAQs

▸ Is it possible to manage recurring billing and subscriptions with Vantiv integrations?
Yes. By integrating Vantiv with a subscription management platform or your custom billing system via iPaaS, you can automate the entire recurring billing lifecycle. This includes securely storing tokenized payment methods, scheduling recurring charges, handling failed payments with dunning logic, and updating subscription statuses in your ERP or CRM.

Error Handling FAQs

▸ How do I handle errors and ensure data consistency in Dynamics AX and Vantiv integrations?
Our iPaaS provides robust, multi-tiered error handling. This includes centralized error logging, automated retry mechanisms with exponential backoff for transient issues, and dead-letter queues for persistent failures. Comprehensive data validation rules are applied before data enters AX, and AI-powered anomaly detection proactively identifies and alerts on data consistency issues, ensuring data integrity.

Low-Code/No-Code FAQs

▸ Can low-code/no-code tools be used to customize Dynamics AX-Vantiv workflows?
Absolutely. Modern iPaaS platforms offer low-code/no-code interfaces that allow business users and citizen integrators to visually design, build, and deploy complex payment workflows (e.g., dispute management, custom reporting, data mapping) with minimal coding. This democratizes automation, accelerates development, and increases business agility.
Implementation Timeline

Go live with Vantiv 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 Vantiv Microsoft and 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 Vantiv 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 Vantiv 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 Vantiv 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