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Unlock Unified Commerce: Vantiv & Microsoft Dynamics CRM Integration

Streamline Payments, Automate Reconciliation, and Power Your Customer 360 with Seamless Integration.

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The Challenge

The Disconnect: Fragmented Payments & Customer Data

Without a robust integration, Vantiv and Microsoft Dynamics CRM operate in silos, creating a chasm between your payment operations and customer relationship management. This disconnect leads to significant operational inefficiencies, data inaccuracies, and a fragmented view of your customers.

  • Manual data entry for payment statuses into CRM, leading to errors and delays.
  • Lack of real-time payment visibility for sales and customer service teams.
  • Complex and time-consuming financial reconciliation processes.
  • Inefficient handling of refunds and chargebacks, impacting customer satisfaction and financial health.
  • Inconsistent customer payment profiles across systems, hindering recurring billing.
  • Compliance risks due to manual handling of sensitive payment data.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Vantiv & Dynamics CRM Integration with iPaaS

Our modern iPaaS (Integration Platform as a Service) provides the intelligent bridge between Vantiv and Microsoft Dynamics CRM, creating a cohesive ecosystem where payment data flows seamlessly into your customer records. This solution automates processes, enhances data accuracy, and empowers your teams with real-time insights for superior customer experiences and financial control.

  • Real-time Payment Synchronization: Instantly update Dynamics CRM with Vantiv payment authorizations, captures, and declines.
  • Automated Financial Reconciliation: Match Vantiv settlement reports with CRM order/invoice data.
  • Secure Payment Profile Management: Tokenize and sync customer card-on-file data securely to CRM.
  • Streamlined Refund & Chargeback Workflows: Automate processing and case creation in CRM.
  • 360-Degree Customer View: Consolidate payment history and status within customer records.
Implementation Timeline

Go live with Vantiv Microsoft + Dynamics CRM 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 CRM, 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 CRM 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 update Dynamics CRM with Vantiv payment authorizations, captures, and declines.
  • Automated Financial Reconciliation: Match Vantiv settlement reports with CRM order/invoice data.
  • Secure Payment Profile Management: Tokenize and sync customer card-on-file data securely to CRM.
  • Streamlined Refund & Chargeback Workflows: Automate processing and case creation in CRM.
  • 360-Degree Customer View: Consolidate payment history and status within customer records.
  • AI-Enhanced Fraud Detection: Leverage Vantiv data with AI for proactive risk management.
  • Low-Code Workflow Automation: Empower business users to customize and manage integration flows.

Integration Architecture: Connecting Vantiv and Dynamics CRM

The integration between Vantiv and Microsoft Dynamics CRM is built on a modern, API-first, and event-driven architecture orchestrated by a robust iPaaS. This approach ensures secure, scalable, and real-time data exchange, eliminating silos and enabling seamless business processes across your payment and customer management functions.

Data Flow Steps

Connectors & Authentication: Establish secure connections to Vantiv (using OAuth 2.0 or API keys) and Dynamics CRM (using OAuth 2.0 with Azure AD).

Event Listeners & Webhooks: Configure iPaaS to listen for critical events from Vantiv (e.g., payment captures, chargebacks) via webhooks and from Dynamics CRM (e.g., new orders, case updates) via Dataverse events.

Data Transformation & Mapping: Utilize the iPaaS's visual mapping canvas to transform data schemas between Vantiv and Dynamics CRM, ensuring data consistency.

Workflow Orchestration: Design low-code workflows to define the logic for data flow, conditional processing, and error handling for various use cases.

Error Handling & Monitoring: Implement comprehensive error logging, automated retries, and real-time dashboards to ensure operational resilience.

Deployment & Governance: Deploy integration flows through a secure Dev → QA → Prod pipeline with version control and centralized governance.

Data Touchpoints

Vantiv: Payment Transaction, Order, Customer Payment Profile, Refund, Chargeback, Settlement Batch, Fraud Alert
Dynamics CRM: Account, Contact, Order (Sales Order), Invoice, Case, Activity

"The integration flow typically starts with an event in either Vantiv or Dynamics CRM. For example, a payment authorization from Vantiv triggers an iPaaS flow to update a Sales Order in CRM. Conversely, a refund initiation in CRM triggers an iPaaS flow to call Vantiv's refund API. All data passes through the iPaaS for transformation, validation, and orchestration, ensuring data integrity and consistency between the two systems. Settlement reports are processed in batches, while critical customer and payment updates are real-time."

Pricing

Simple, transparent pricing for Vantiv Microsoft + Dynamics CRM.

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

Effective integration relies on precise mapping and harmonization of key entities between Vantiv and Microsoft Dynamics CRM. Our iPaaS provides a visual mapping canvas, enhanced with AI, to ensure data consistency, enforce business rules, and manage transformations effortlessly.

Customer / Account / Contact

The core customer record. Vantiv provides a `customerId` associated with payment profiles and transactions, while Dynamics CRM maintains `Account` (company) and `Contact` (individual) records.

Vantiv Microsoft Fields

customerId email billingAddress shippingAddress

Dynamics CRM Fields

Account Name Account Number Primary Contact (lookup) First Name Last Name Email Address (composite)

Mapping Notes

Map Vantiv's `customerId` to a custom field in Dynamics CRM's `Contact` or `Account` to establish a unique link. Email is a common key for initial matching. Billing/shipping addresses from Vantiv transactions can enrich CRM contact/account addresses.

Next Steps

See Vantiv Microsoft + Dynamics CRM 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-Payment Capture & CRM Update

When a customer places an order on your eCommerce platform, the payment authorization is sent to Vantiv. Upon successful authorization, the order is created in Dynamics CRM, and Vantiv captures the payment. This workflow ensures real-time inventory updates and order fulfillment, while providing sales and service teams immediate visibility into payment status within CRM.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce platform.
  2. 1 iPaaS intercepts payment request, tokenizes card data via Vantiv, and requests authorization.
  3. 2 Vantiv authorizes payment and returns a transaction ID and status.
  4. 3 iPaaS creates/updates 'Order' and 'Payment Transaction' records in Dynamics CRM.
  5. 4 Vantiv captures the payment after order fulfillment.
  6. 5 iPaaS updates the 'Order' and 'Invoice' payment status in Dynamics CRM to 'Paid'.

Business Outcome

Real-time visibility of payment status in CRM, accelerated order fulfillment, accurate sales reporting, and a seamless customer experience.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Financial Reconciliation
Automate the matching of Vantiv settlement batches with your General Ledger, reducing manual effort and reconciliation time by up to 80%.
Enhanced Customer 360 View
Provide sales and service teams with real-time, comprehensive payment history and status directly within Dynamics CRM, improving customer interactions.
Reduced Operational Costs
Eliminate manual data entry, reduce errors, and streamline payment-related workflows, leading to significant savings in labor and error correction.
Stronger PCI DSS Compliance
Leverage Vantiv's tokenization and secure iPaaS data handling to minimize your compliance scope and protect sensitive cardholder data.
Faster Chargeback & Refund Resolution
Automate the creation of CRM cases for chargebacks and streamline refund initiation, leading to quicker resolution times and improved win rates.
Proactive Fraud Prevention
Integrate AI-driven fraud detection using Vantiv transaction data, allowing for real-time blocking or review of suspicious payments.
Improved Data Accuracy & Consistency
Ensure payment statuses, customer profiles, and financial records are always synchronized and accurate across Vantiv and Dynamics CRM.
✨

Accelerated Financial Reconciliation

80% Reduction in Reconciliation Time

📋 What You Get

Automate the matching of Vantiv settlement batches with your General Ledger, reducing manual effort and reconciliation time by up to 80%.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in Reconciliation Time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Vantiv Microsoft + Dynamics CRM 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 CRM, 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 CRM 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 /payments/v1/authorizations Authorize a payment transaction without immediate capture.
POST /payments/v1/captures Capture a previously authorized payment.
POST /payments/v1/refunds Process a refund for a captured payment.
POST /payments/v1/voids Cancel an authorized but not yet captured payment.
GET /payments/v1/transactions/{transactionId} Retrieve details of a specific payment transaction.
GET /settlements/v1/daily-reports Fetch daily settlement reports for reconciliation.
POST /tokens/v1/card Tokenize sensitive card data for secure storage and future use.

⚡ Transformation Logic

  • Status Mapping: Standardize payment statuses (e.g., Vantiv 'AUTHORIZED' to CRM 'Payment Pending').
  • ID Harmonization: Map Vantiv `customerId` to CRM `Contact.VantivIDc` and `orderId` to `SalesOrder.OrderNumber`.
  • Address Normalization: Cleanse and standardize billing/shipping addresses for CRM `Account`/`Contact`.
  • Currency Conversion: Handle multi-currency transactions, ensuring consistent representation in CRM.
  • Data Enrichment: Pull additional customer details from CRM to enrich Vantiv transaction records for reporting.

🛡️ Error Handling

  • Transient API Errors: Handled by automatic retries with exponential backoff.
  • Data Validation Failures: Messages routed to dead-letter queues for manual review and correction.
  • Business Logic Errors: Alerts sent to operations teams for workflows like 'Refund initiated for already refunded payment'.
  • Authentication Failures: Immediate alerts to security teams for credential issues.
Pricing

Simple, transparent pricing for Vantiv Microsoft + Dynamics CRM.

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.

Technical Integration FAQs

▸ How does Vantiv integrate with Dynamics CRM for payment processing?
A modern iPaaS platform acts as the bridge, connecting Vantiv's payment APIs (authorizations, captures, refunds) with Dynamics CRM's Web API. It orchestrates real-time data flow, ensuring that payment statuses, transaction IDs, and customer payment profiles are accurately synchronized, providing a unified view within CRM.

Workflow Automation FAQs

▸ Can I automate refund processes between Dynamics CRM and Vantiv?
Absolutely. Low-code workflow automation tools within an iPaaS allow you to design workflows that detect refund requests in Dynamics CRM (e.g., from a 'Case' or 'Invoice'), trigger Vantiv's Refund API, and update all relevant CRM records. This streamlines the entire refund lifecycle and ensures data consistency.

Security & Compliance FAQs

▸ What security standards do Vantiv integrations need to meet, specifically PCI DSS?
Vantiv integrations must adhere to PCI DSS. This is primarily achieved through tokenization: sensitive card data is never stored on your systems; only a secure token provided by Vantiv is used and referenced in CRM. The iPaaS ensures secure, encrypted data transmission (TLS 1.2+) and robust access controls.
▸ What is the role of tokenization in Vantiv integrations with Dynamics CRM?
Tokenization replaces sensitive cardholder data with a unique, non-sensitive identifier (token) generated by Vantiv. This token is then used for subsequent transactions or stored securely in Dynamics CRM. This minimizes the risk of data breaches and significantly reduces your PCI DSS compliance burden by keeping sensitive data out of your CRM.

AI & Automation FAQs

▸ How can AI enhance fraud detection in Vantiv payment workflows integrated with Dynamics CRM?
AI can analyze Vantiv transaction data in real-time within the iPaaS, identifying unusual patterns or anomalies indicative of fraud. It can generate fraud scores, automatically block high-risk transactions, or create a 'Fraud Alert' case in Dynamics CRM, routing it for manual review, significantly improving fraud prevention.

Data Management FAQs

▸ How do I ensure data consistency between Vantiv and Dynamics CRM?
An iPaaS uses powerful mapping engines to harmonize data schemas across systems. It ensures that customer payment profiles are tokenized and consistently referenced, order payment statuses are synchronized, and any changes in one system (e.g., a refund) are accurately reflected in the other, maintaining a single source of truth.

Low-Code FAQs

▸ Can low-code tools customize Vantiv and Dynamics CRM workflows without coding?
Yes. Low-code platforms empower business analysts and financial operations teams to drag-and-drop connectors, define data mappings, and configure complex Vantiv-centric workflows (like reconciliation rules or fraud alerts) and Dynamics CRM automations through visual interfaces, significantly reducing reliance on developer resources.

Business Value FAQs

▸ How does integration reduce manual effort in Dynamics CRM and Vantiv operations?
By automating data synchronization and workflow orchestration, integration eliminates manual data entry, reconciliation, and repetitive tasks between Vantiv and Dynamics CRM. This frees up sales, service, and finance teams to focus on higher-value activities, improving productivity and reducing errors.
Implementation Timeline

Go live with Vantiv Microsoft + Dynamics CRM 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 CRM, 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 CRM 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 CRM.

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 CRM 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