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 PaymentWorks Developer Portal

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