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Seamless Microsoft Dynamics NAV & Vantiv Integration: Intelligent Payment Processing & Financial Automation

Unify your ERP and payment gateway for real-time financial insights, automated reconciliation, and enhanced security. Transform Microsoft Dynamics NAV into an intelligent hub for all your payment operations with Vantiv.

The Challenge

The Disconnect: Manual Payments & Fragmented Financials in Dynamics NAV

Businesses running Microsoft Dynamics NAV often grapple with the complexities of managing payment processing. Without a direct, intelligent integration with a robust payment gateway like Vantiv, organizations face a myriad of challenges that hinder efficiency, compromise security, and delay critical financial insights.

  • Manual entry of payment data into NAV, leading to errors and delays.
  • Time-consuming and error-prone reconciliation of Vantiv settlement reports with NAV's General Ledger.
  • Increased PCI DSS compliance scope due to handling raw cardholder data internally.
  • Lack of real-time visibility into payment statuses affecting order fulfillment and cash flow forecasting.
  • Ineffective fraud detection, leading to chargebacks and financial losses.
  • Inability to leverage advanced payment features like tokenization for recurring billing.
  • Siloed financial and payment data, preventing a unified view of business operations.
Integration Diagram
Solution Illustration
The Solution

Intelligent Payment & ERP Harmony: Your Dynamics NAV & Vantiv Integration Solution

Our iPaaS-driven solution seamlessly connects Microsoft Dynamics NAV with Vantiv, transforming your payment ecosystem into a highly efficient, secure, and intelligent operation. By automating data flows, leveraging AI for insights, and ensuring compliance, we empower your business to thrive.

  • Real-time Payment Transaction Synchronization
  • Automated Financial Reconciliation to Dynamics NAV G/L
  • PCI-Compliant Tokenization for Secure Card Data Handling
  • AI-Enhanced Fraud Detection & Alerting
  • Subscription and Recurring Billing Management
Implementation Timeline

Go live with Vantiv Microsoft + Dynamics NAV 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 NAV, 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 NAV 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 Financial Reconciliation to Dynamics NAV G/L
  • PCI-Compliant Tokenization for Secure Card Data Handling
  • AI-Enhanced Fraud Detection & Alerting
  • Subscription and Recurring Billing Management
  • Automated Refund and Void Processing
  • Comprehensive Reporting and Analytics on Payment Data
  • End-to-end Workflow Orchestration

Deep Dive: Dynamics NAV & Vantiv Integration Architecture

Our integration solution orchestrates seamless data flow between Microsoft Dynamics NAV and Vantiv using an advanced iPaaS platform. This architecture prioritizes real-time updates, data integrity, and robust error handling, ensuring your financial operations are always accurate and efficient.

Data Flow Steps

Connectors & Authentication: Securely establish connections to Dynamics NAV (via SOAP/OData web services) and Vantiv (via API Key/Secret).

Event Listeners & Webhooks: Configure iPaaS to listen for real-time payment events from Vantiv (e.g., transaction captured, refund processed) via webhooks.

Data Extraction: Extract relevant financial and order data from Dynamics NAV (e.g., Sales Orders, Customer details) for payment initiation or reconciliation.

Data Transformation & Mapping: Utilize iPaaS visual mapping tools to transform and normalize data schemas between NAV's structured ERP data and Vantiv's payment transaction formats. AI-assisted mapping accelerates this.

Business Logic & Validation: Apply pre-defined or custom business rules (e.g., fraud checks, G/L account mapping, payment status updates) within the iPaaS.

API Interactions: Invoke Vantiv APIs for payment authorization, capture, refund, and void. Update Dynamics NAV via its web services (creating Sales Orders, General Ledger Entries, updating Customer 'Blocked' status).

Error Handling & Retries: Implement intelligent retry mechanisms for transient failures and route persistent errors to dead-letter queues for manual review.

Monitoring & Alerting: Continuously monitor integration health, data flow, and transaction statuses with automated alerts for critical issues.

Data Touchpoints

Dynamics NAV: Sales Orders, Customers, Items, General Ledger Entries, Sales Credit Memos.
Vantiv: Transactions (Auth, Capture, Refund, Void), PaymentMethods (Tokens), SettlementBatches, FraudEvents.

"The integration flow typically starts with an order in an eCommerce system triggering a payment request to Vantiv via iPaaS. Vantiv processes the payment and sends a real-time webhook notification back to the iPaaS. The iPaaS then updates the Sales Order and payment status in Microsoft Dynamics NAV. Separately, daily Vantiv settlement reports are pulled by the iPaaS, transformed, and posted as General Ledger Entries in NAV for automated reconciliation. Refunds initiated in NAV follow a similar path back to Vantiv."

Pricing

Simple, transparent pricing for Vantiv Microsoft + Dynamics NAV.

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 & Data Mapping: Dynamics NAV ↔ Vantiv

Understanding how core entities map between Microsoft Dynamics NAV and Vantiv is crucial for a successful integration. Our iPaaS provides visual tools and AI assistance to streamline this complex process, ensuring data consistency and accuracy.

Customer

Represents the payer/cardholder. Linking these records ensures a unified customer view and supports fraud detection.

Vantiv Microsoft Fields

[field, No.],[description, Unique Customer ID in NAV] [field, Name],[description, Customer Name] [field, Address],[description, Billing Address] [field, Phone No.],[description, Contact Phone] [field, Credit Limit (AI-enhanced)],[description, Dynamic credit limit] [field, Blocked (AI-suggested)],[description, Fraud/risk flag]

Dynamics NAV Fields

[field, customerId (internal)],[description, Unique customer ID for Vantiv/eCommerce] [field, email],[description, Customer Email] [field, firstName],[description, First Name] [field, lastName],[description, Last Name] [field, billingAddress],[description, Billing Address for payment] [field, ipAddress],[description, IP Address for fraud screening]

Mapping Notes

NAV's 'No.' should map to Vantiv's 'customerId' for cross-system customer identification. Billing address, name, and contact details are critical for payment processing and fraud checks. AI can enrich NAV's 'Blocked' status based on Vantiv's fraud scores.

Next Steps

See Vantiv Microsoft + Dynamics NAV 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.

eCommerce Order to Vantiv Payment & NAV Sync

Customer places an order on an eCommerce platform. Payment details are securely sent to Vantiv for authorization and capture via tokenization. Upon successful payment, the order and payment status are immediately created/updated in Dynamics NAV, triggering inventory adjustments and order fulfillment workflows. This ensures real-time financial accuracy and operational efficiency.

Integration Steps:

  1. 0 Customer submits order on eCommerce site.
  2. 1 iPaaS intercepts raw card data, sends to Vantiv for tokenization.
  3. 2 Vantiv returns token; iPaaS sends token + payment request to Vantiv for authorization/capture.
  4. 3 Vantiv processes payment, returns transaction status.
  5. 4 iPaaS updates eCommerce order status and creates/updates Sales Order & Payment details in Dynamics NAV.
  6. 5 NAV triggers inventory update and fulfillment.

Business Outcome

Accelerated order-to-cash cycle, real-time inventory accuracy, improved customer experience, reduced PCI scope.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Automated Financial Reconciliation
Eliminate manual reconciliation by automatically posting Vantiv settlement data to Dynamics NAV's General Ledger, saving hours of staff time and reducing errors.
Enhanced PCI DSS Compliance
Leverage Vantiv's tokenization services to ensure sensitive cardholder data never touches your Dynamics NAV environment, significantly reducing your PCI scope.
Real-time Financial Visibility
Gain immediate insights into payment statuses, cash flow, and financial health by synchronizing transaction data between Vantiv and Dynamics NAV in real-time.
Reduced Fraud & Chargebacks
Integrate AI-powered fraud detection with Vantiv transactions, proactively identifying and mitigating risks before they impact your Dynamics NAV financials.
Streamlined Order-to-Cash Cycle
Automate the entire process from customer order and Vantiv payment to Dynamics NAV invoice and fulfillment, improving operational efficiency and customer satisfaction.
Agile & Scalable Payment Infrastructure
Build a flexible integration that grows with your business, easily adapting to new payment methods, market demands, and high transaction volumes.

Automated Financial Reconciliation

80% Reduction in manual reconciliation time

📋 What You Get

Eliminate manual reconciliation by automatically posting Vantiv settlement data to Dynamics NAV's General Ledger, saving hours of staff time and reducing errors.

💼 Business Impact

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

Implementation Timeline

Go live with Vantiv Microsoft + Dynamics NAV 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 NAV, 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 NAV 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
GET, POST, PATCH /ODataV4/Company('CompanyName')/Customers Retrieve customer details, update AI-enhanced fields like 'Credit Limit' or 'Blocked' status.
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Create new sales orders, update existing orders with payment status, link payment tokens.
GET /ODataV4/Company('CompanyName')/Items Retrieve item details for order processing and inventory updates.
POST /ODataV4/Company('CompanyName')/GeneralLedgerEntries Post aggregated financial data from Vantiv settlement reports for reconciliation.
SOAP /WS/CRONUS%20International%20Ltd/Codeunit/MyWebService Custom SOAP web services for specific business logic or complex data operations not covered by OData.

Transformation Logic

  • Mapping Vantiv's raw transaction details into Dynamics NAV's structured Sales Order and G/L Entry fields.
  • Aggregating multiple Vantiv transactions into summarized daily G/L entries for reconciliation.
  • Converting Vantiv payment status codes (e.g., 'AUTHORIZED', 'CAPTURED') into user-friendly status updates in NAV.
  • Formatting address and customer information for consistency across systems.
  • Applying currency conversion rules if multi-currency transactions are processed.

🛡️ Error Handling

  • Vantiv API downtime or rate limit exceeded.
  • Dynamics NAV web service unavailability or invalid data input.
  • Network connectivity issues between iPaaS and either system.
  • Invalid payment method or insufficient funds during Vantiv processing.
  • Data mapping errors causing incorrect G/L postings.
  • Mismatched transaction IDs preventing reconciliation.
Pricing

Simple, transparent pricing for Vantiv Microsoft + Dynamics NAV.

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.

Dynamics NAV FAQs

What is the future of Microsoft Dynamics NAV with AI integration?
While Microsoft Dynamics NAV is a mature platform, its future with AI lies in its ability to integrate with modern cloud-native AI services, essentially transforming it into an intelligent platform. This extends its lifespan and relevance by infusing advanced capabilities like predictive analytics, intelligent automation, and agentic workflows, often complementing or paving the way for migration to Dynamics 365 Business Central.

iPaaS FAQs

Why should I use an iPaaS for Vantiv integration instead of custom code?
An iPaaS (Integration Platform as a Service) provides pre-built connectors, visual mapping tools, and robust orchestration specifically designed for complex enterprise integrations. Unlike custom code, iPaaS offers faster development, easier maintenance, better scalability, built-in error handling, and enhanced governance, significantly reducing the total cost of ownership and improving agility for Vantiv integrations.

Security & Compliance FAQs

How does Vantiv integration help with PCI DSS compliance?
Vantiv offers tokenization services and hosted payment pages that allow you to process payments without sensitive cardholder data ever touching your internal systems. By integrating with Vantiv via these methods and an iPaaS, you can significantly reduce your PCI DSS scope and compliance burden, as your systems only handle non-sensitive payment tokens.

Financial Automation FAQs

Can I automate financial reconciliation with Vantiv and Dynamics NAV?
Absolutely. Our iPaaS solution fully automates the reconciliation process. It retrieves daily settlement reports from Vantiv, parses the transaction data, applies predefined mapping and business rules, and automatically generates journal entries in your Dynamics NAV General Ledger, significantly speeding up your financial close and reducing manual errors.

Vantiv FAQs

What kind of API access does Vantiv provide for integrations?
Vantiv provides a comprehensive set of RESTful APIs for processing payments (authorization, capture, refund, void), managing tokens, retrieving transaction details, and accessing settlement reports. It also supports webhooks for real-time notifications of payment events, enabling event-driven integration architectures.

AI Enhancements FAQs

How can AI enhance my Vantiv payment workflows?
AI can augment Vantiv workflows by providing advanced fraud detection (real-time scoring, anomaly detection), optimizing payment routing for higher approval rates, automating exception handling in reconciliation, and predicting potential payment failures. This leads to reduced losses, improved efficiency, and more intelligent financial operations.

Technical Details FAQs

What are idempotency keys, and why are they important for Vantiv integrations?
Idempotency keys are unique identifiers sent with API requests that modify state (like capturing a payment or processing a refund). If a request is retried, Vantiv uses the key to ensure the operation is executed only once, preventing duplicate transactions and maintaining data integrity, especially critical for financial operations.

Error Management FAQs

How do I handle errors and failed transactions in Vantiv integrations with Dynamics NAV?
Robust error handling is crucial. We implement intelligent retry mechanisms with exponential backoff for transient issues. For persistent failures, messages are routed to a dead-letter queue for manual investigation. Automated alerts notify relevant teams immediately of critical payment failures or reconciliation discrepancies to ensure prompt resolution and update Dynamics NAV accordingly.
Implementation Timeline

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

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 NAV integration in action.

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