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Unify Payments & ERP: Microsoft Dynamics GP & Vantiv Integration

Automate financial reconciliation, accelerate payment processing, and ensure PCI compliance with a powerful, AI-enhanced integration platform.

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The Challenge

The Disconnect Between Payments and Your ERP: Why Manual Processes Fail

Managing payment processing through Vantiv and financial records in Microsoft Dynamics GP as separate silos creates significant operational inefficiencies, compliance risks, and a lack of real-time financial clarity. This manual gap is a major bottleneck for growing businesses.

  • Manual Data Entry & Reconciliation: Copying transaction data from Vantiv reports into Dynamics GP for sales orders, invoices, and GL entries is time-consuming, prone to errors, and delays financial close.
  • Delayed Cash Flow Visibility: Without real-time updates from Vantiv into GP, businesses struggle to get an accurate, up-to-the-minute picture of their cash position and outstanding receivables.
  • PCI DSS Compliance Burden: Handling raw cardholder data internally, even temporarily, significantly increases PCI scope and audit complexity, diverting resources from core business activities.
  • Inefficient Refund & Dispute Management: Manually processing refunds or gathering data for chargebacks across disparate systems is slow, impacts customer satisfaction, and can lead to financial losses.
  • Lack of Fraud Detection & Anomaly Alerts: Disconnected systems make it harder to consolidate transaction data for advanced fraud detection and to identify unusual financial patterns for proactive intervention.
Integration Diagram
Solution Illustration
The Solution

Intelligent Automation: Bridging Dynamics GP and Vantiv with iPaaS

Our AI-powered iPaaS provides a unified, secure, and automated bridge between Microsoft Dynamics GP and Vantiv, transforming your financial operations. From real-time payment processing to automated GL reconciliation, we deliver end-to-end efficiency and compliance.

  • Pre-built, configurable connectors for Dynamics GP (eConnect, Web Services) and Vantiv APIs.
  • Visual, drag-and-drop workflow design for payment and reconciliation processes.
  • Real-time, event-driven synchronization of payment transactions and financial records.
  • Secure, PCI-compliant tokenization and data handling for cardholder data.
  • Automated reconciliation of Vantiv settlement reports with Dynamics GP General Ledger.
Implementation Timeline

Go live with Vantiv Microsoft + Dynamics GP 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 GP, 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 GP deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Pre-built, configurable connectors for Dynamics GP (eConnect, Web Services) and Vantiv APIs.
  • Visual, drag-and-drop workflow design for payment and reconciliation processes.
  • Real-time, event-driven synchronization of payment transactions and financial records.
  • Secure, PCI-compliant tokenization and data handling for cardholder data.
  • Automated reconciliation of Vantiv settlement reports with Dynamics GP General Ledger.
  • Centralized error handling, logging, and alerting for all financial transactions.
  • Scalable hybrid architecture supporting Dynamics GP's on-premise deployments.

Deep Dive: Dynamics GP & Vantiv Integration Architecture & Data Flow

Our integration solution orchestrates a seamless, secure, and intelligent data flow between Microsoft Dynamics GP and Vantiv using a robust iPaaS. This hybrid architecture ensures that your on-premise ERP interacts flawlessly with cloud-based payment processing, enabling real-time financial automation.

Data Flow Steps

Secure Connectivity: Establish secure, encrypted connections to both Vantiv (via its RESTful APIs) and Microsoft Dynamics GP (via a secure on-premise agent utilizing eConnect or Web Services).

Event-Driven Triggers: Configure webhooks from Vantiv (e.g., `transaction captured`, `refund processed`) or polling mechanisms for GP events (e.g., new `Credit Memo` creation).

Data Ingestion & Transformation: The iPaaS ingests raw data, applies predefined low-code transformations and business rules to standardize schemas and prepare data for the target system.

Intelligent Mapping: Visually map Vantiv entities (`Transaction`, `SettlementBatch`) to Dynamics GP entities (`Sales Order`, `Invoice`, `General Ledger Journal Entry`, `Customer`), with AI assistance for complex fields.

Data Validation & Error Handling: Implement robust validation rules before data enters GP, and sophisticated error handling with automated retries and dead-letter queues for failed transactions.

Secure Data Delivery: Deliver transformed data to Dynamics GP via eConnect (for high volume) or Web Services, or to Vantiv APIs for actions like refunds or voids.

Monitoring & Auditing: Continuous monitoring of integration flows, detailed logging of all transactions, and comprehensive audit trails for compliance and troubleshooting.

Data Touchpoints

Vantiv `Transaction` <-> GP `Invoice` (Sales/AR), GP `Checkbook Transaction`
Vantiv `SettlementBatch` <-> GP `General Ledger Journal Entry`
Vantiv `Refund` <-> GP `Invoice` (Credit Memo)
Vantiv `Customer` / `PaymentMethod` (token) <-> GP `Customer`
GP `Sales Order (SOP Document)` <-> Vantiv `merchantTransactionId`
GP `Item` (for inventory updates related to sales)
GP `Salesperson` (for commission tracking related to Vantiv transactions)

"The integration flow typically starts with a Vantiv event (e.g., payment capture). This triggers the iPaaS, which securely ingests the transaction data. The data is then transformed and validated, often with AI assistance, before being routed to Microsoft Dynamics GP via its secure on-premise agent. In GP, this could result in a new Sales Order, an updated Customer record, or a General Ledger Journal Entry. For actions initiated in GP (like refunds), the flow reverses: GP event -> iPaaS -> Vantiv API. All data movement is encrypted and monitored."

Pricing

Simple, transparent pricing for Vantiv Microsoft + Dynamics GP.

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.
  • ✓
    Payment Capture & Order Creation
  • ✓
    GL Reconciliation from Settlement
  • ✓
    Refund Initiation & Processing
  • ✓
    Customer & Token Synchronization
Data Mapping

Key Entities & Intelligent Data Mapping for Seamless Integration

Effective integration hinges on precise mapping between Microsoft Dynamics GP's robust financial entities and Vantiv's payment-centric data structures. Our iPaaS provides visual, AI-assisted tools to ensure accurate and compliant data flow, handling complex transformations and validations.

Vantiv Transaction <-> Dynamics GP Invoice (Sales/AR) / Checkbook Transaction

Represents a single payment event (authorization, capture, sale, refund) in Vantiv and its corresponding financial record in Dynamics GP, typically a customer invoice or a cash receipt/checkbook transaction.

Vantiv Microsoft Fields

DocType (Invoice, Credit Memo) DocNumber DocDate CustomerID TotalAmount AmountRemaining GLPostingDate SOPType SOPNumber CustPONumber

Dynamics GP Fields

transactionId merchantTransactionId amount currency status (AUTHORIZED, CAPTURED, REFUNDED) type (AUTH, SALE, REFUND) paymentMethodType timestamp cardDetails (tokenized)

Mapping Notes

The `Vantiv transactionId` or `merchantTransactionId` (which should correspond to your internal `SOPNumber` or `DocNumber`) is crucial for linking. `Vantiv amount` maps directly to `GP TotalAmount`. `Vantiv status` dictates the `DocType` or subsequent actions in GP (e.g., a CAPTURED transaction creates an `Invoice` or `Cash Receipt`, a REFUND creates a `Credit Memo`).

Next Steps

See Vantiv Microsoft + Dynamics GP 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 Automation with Vantiv Payment & GP Sync

Seamlessly connect your online store's checkout with Vantiv for payment processing and Dynamics GP for sales order and inventory management. When a customer places an order, the payment is securely processed by Vantiv, and upon success, a corresponding Sales Order (SOP Document) is automatically created in Dynamics GP. Inventory levels are updated in real-time, and payment status is reflected across all systems.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce, payment details sent to Vantiv via secure tokenization.
  2. 1 Vantiv authorizes and captures payment, returning a transaction ID and status.
  3. 2 iPaaS receives Vantiv success webhook, maps data to GP's Sales Order Processing (SOP) schema.
  4. 3 New Sales Order (SOP Document) created in Dynamics GP, linking Vantiv transaction ID to GP invoice.
  5. 4 GP inventory levels updated; changes pushed back to eCommerce platform.
  6. 5 Payment status in GP (e.g., Cash Receipt) and eCommerce platform updated.

Business Outcome

Accelerated order fulfillment, improved cash flow, accurate real-time inventory, reduced manual order entry errors, enhanced 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.

Accelerate Financial Close & Reconciliation
Automate daily settlement report processing from Vantiv into Dynamics GP's General Ledger, cutting reconciliation time from days to minutes and enabling faster financial reporting.
Enhance PCI Compliance & Security
Leverage Vantiv's tokenization through secure iPaaS workflows, ensuring sensitive cardholder data never touches your internal systems and significantly reducing your PCI DSS scope.
Improve Data Accuracy & Reduce Errors
Eliminate manual data entry between Vantiv and Dynamics GP, preventing costly human errors in sales orders, invoices, and GL postings, leading to more reliable financial data.
Gain Real-time Cash Flow Visibility
Synchronize Vantiv payment statuses and transaction details with Dynamics GP in near real-time, providing up-to-the-minute insights into cash receipts and financial performance.
Streamline Payment Operations
Automate end-to-end payment workflows, from eCommerce order processing and payment capture to refund management and fraud alerts, freeing up finance and operations teams.
Empower Business Users with Low-Code
Allow business analysts to easily design, modify, and monitor integration workflows using intuitive drag-and-drop tools, accelerating agility and reducing IT dependency.
✨

Accelerate Financial Close & Reconciliation

70% Reduction in Reconciliation Time

📋 What You Get

Automate daily settlement report processing from Vantiv into Dynamics GP's General Ledger, cutting reconciliation time from days to minutes and enabling faster financial reporting.

💼 Business Impact

This benefit directly contributes to 70% improvement in Reduction in Reconciliation Time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Vantiv Microsoft + Dynamics GP 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 GP, 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 GP 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 /Dynamics/GP/WebServices/SalesOrderService.svc Create, update, or query Sales Order Processing (SOP) documents in GP via Web Services for GP. Used for syncing eCommerce orders.
POST /Dynamics/GP/WebServices/CustomerService.svc Manage Customer records (create, update, retrieve) in GP's Receivables Management. Used for customer data synchronization.
POST /Dynamics/GP/WebServices/InventoryService.svc Query and update Inventory Control items, quantities, and site assignments. Essential for eCommerce inventory sync.
POST /Dynamics/GP/WebServices/GeneralLedgerService.svc Create and manage General Ledger journal entries and account segments. Crucial for posting Vantiv settlement data.
XML/SQL eConnect_Incoming Directly insert/update data into GP via eConnect XML documents processed by SQL stored procedures for high-volume, performance-critical operations like bulk order or inventory updates.

⚡ Transformation Logic

  • Status Mapping: Vantiv `status` (e.g., CAPTURED) maps to GP `DocType` (e.g., Invoice) or internal process status.
  • GL Account Determination: Based on Vantiv transaction types (sales, fees, refunds) and item categories, map to specific Dynamics GP `General Ledger` accounts.
  • ID Harmonization: Vantiv `merchantTransactionId` is consistently mapped to GP `SOPNumber` or `CustPONumber` for cross-referencing.
  • Currency Conversion: If multiple currencies are involved, automated conversion rates applied as per business rules.
  • Data Enrichment: Add additional context to GP records (e.g., Vantiv `cardType`, `last4`) during mapping.
  • Tokenization Handling: Ensure only Vantiv-generated payment tokens (not raw card data) are stored or referenced in GP.

🛡️ Error Handling

  • Vantiv API temporary unavailability: Handled by automated retries with exponential backoff.
  • Dynamics GP eConnect/Web Services errors (e.g., database connection issues): Managed by secure agent and iPaaS retry logic.
  • Data validation failures (e.g., missing required field for GP `Sales Order`): Message routed to dead-letter queue for manual correction.
  • Duplicate transaction attempts: Prevented by Vantiv idempotency keys and iPaaS logic.
  • GL account mapping errors: Flagged during `SettlementBatch` processing for finance team review.
Pricing

Simple, transparent pricing for Vantiv Microsoft + Dynamics GP.

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 are the primary benefits of integrating Microsoft Dynamics GP with Vantiv?
The primary benefits include automated payment processing, accelerated financial reconciliation, enhanced PCI DSS compliance, improved data accuracy, real-time cash flow visibility, and reduced manual effort for finance teams. It bridges the gap between payment capture and your ERP's financial records.

Technical FAQs

▸ How does this integration handle Microsoft Dynamics GP's on-premise nature?
Our iPaaS utilizes a secure on-premise agent or gateway. This agent is installed within your network, establishing an encrypted tunnel to securely connect your Dynamics GP instance to the cloud iPaaS. This allows for safe and efficient data exchange without exposing your internal systems directly to the internet.
▸ How are errors and failed transactions handled during the integration?
Our solution includes robust error handling: automated retry mechanisms with exponential backoff for transient issues, dead-letter queues for persistent failures, centralized logging with detailed payloads, and configurable alerts (email, SMS) to notify teams for immediate resolution. Idempotency keys are used to prevent duplicate transactions.

Security & Compliance FAQs

▸ How does the integration ensure PCI DSS compliance with Vantiv?
The integration prioritizes PCI DSS compliance by leveraging Vantiv's tokenization services. Raw cardholder data is securely sent directly to Vantiv for tokenization, and only the non-sensitive token is stored or referenced within your internal systems (like GP or CRM). This significantly reduces your PCI scope and compliance burden.

Financial Operations FAQs

▸ Can I automate financial reconciliation between Vantiv settlement reports and Dynamics GP's General Ledger?
Absolutely. Our iPaaS fully automates this process. It retrieves daily settlement reports from Vantiv, parses the transaction data, applies predefined mapping and business rules (often with AI assistance), and automatically generates journal entries in Dynamics GP's General Ledger, significantly speeding up your financial close.

AI Capabilities FAQs

▸ What is the role of AI in enhancing Dynamics GP and Vantiv integration workflows?
AI augments workflows by providing intelligent features like auto-mapping suggestions, anomaly detection for fraud or reconciliation discrepancies, intelligent error resolution, and predictive insights for cash flow. This leads to higher accuracy, greater efficiency, and proactive risk management.

iPaaS Features FAQs

▸ How does low-code/no-code benefit this integration?
Low-code/no-code capabilities within our iPaaS allow business users and citizen integrators to visually design, build, and deploy complex payment and reconciliation workflows using drag-and-drop interfaces. This accelerates development, reduces reliance on IT, and increases business agility for adapting to new requirements.

Scalability FAQs

▸ Can this integration support multiple Dynamics GP companies?
Yes, a well-designed iPaaS solution can manage integrations for multiple Dynamics GP companies. This typically involves configuring separate connectors or profiles for each company and using intelligent routing logic within your workflows to direct data to the correct GP instance, ensuring data segregation and accuracy.
Implementation Timeline

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

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 GP 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