Implementation & Configuration
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      Overview of Technical Requirements for a Standard PaymentWorks Implementation

      A standard PaymentWorks implementation is designed to follow established best practices to ensure a successful setup and minimize time to go-live. This guide provides a high-level overview of the technical requirements and resources needed for the implementation process, helping your organization set expectations and allocate appropriate resources.

      What to Expect During Implementation

      A standard implementation may require coordination between your functional and technical teams to configure and enable the following key items:

      • Single Sign-On (SSO): For secure access to PaymentWorks.
      • SFTP Configuration: For securely transmitting files between your ERP system and PaymentWorks.
      • Data Flows Between ERP and PaymentWorks: To enable seamless data synchronization and processing.

      These items typically require technical expertise to implement effectively. This document is not a detailed specification but serves as a quick overview to help assess the scope of technical work required.

      Technical Requirements

      1. SSO Integration

        • Securely integrate Single Sign-On (SSO) to allow your users to access PaymentWorks using your organization’s Identity Provider (IdP).
        • SSO setup includes protocol configuration (e.g., SAML2) and mapping unique identifiers like email or employee IDs.

      2. SFTP Configuration

        • Set up a secure file transfer protocol (SFTP) to facilitate the exchange of necessary files, including supplier files, invoice files, and payment instructions.
        • Completion of an SFTP questionnaire will be required to define configuration parameters (e.g., host, port, user ID).

      3. ERP to PaymentWorks Data Flows

        • Establish data integration workflows to upload and synchronize supplier and invoice data between your ERP system and PaymentWorks.
        • Data formats (CSV, XML, etc.) and file templates will need to be reviewed and validated by your technical team.

      Next Steps

      • Technical Resources: Coordinate with your IT and ERP teams to ensure the appropriate technical resources are available at the start of the implementation.
      • Preliminary Testing: Prepare to test configurations like SFTP and data mappings prior to finalizing the setup.
      • Review Documentation: For more detailed technical specifications, refer to the relevant implementation guides provided by PaymentWorks.

      Additional Support

      For detailed information on these processes, consult the following Knowledge Base articles:

      If you have additional questions or need assistance, please reach out to your PaymentWorks project manager or support team.