Developer Portal: Your one-stop-shop for all technical documentation - Including Specifications, Samples, API/SFTP Connectivity, and everything else you need to integrate with our platform.
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Data Flows Overview
PaymentWorks facilitates five primary data transfer workflows, each designed to address specific integration needs:
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Registrations
Your ERP retrieves registrations from PaymentWorks, creating new vendor profiles based on submitted data. -
Updates
Updates to supplier data, such as addresses, bank accounts, and other company details, are retrieved from PaymentWorks and applied directly to your ERP. -
Supplier Uploads
Supplier records from your ERP are sent to PaymentWorks to establish a baseline for supplier data. After an initial one-time upload, only new or updated records are sent to maintain synchronization. -
Invoice Uploads
Supplier invoices are uploaded to PaymentWorks, enabling self-service invoice status checks, payment tracking, and reference data updates. -
Payments Uploads
ERP-generated Payment Instruction Files (PIFs) are uploaded to PaymentWorks to evaluate transactions for fraud prevention before processing payments via your existing banking infrastructure.
Integration Interfaces
You can manage all data transfers through the following interfaces:
- User Interface (UI): Ideal for one-time tasks and manual uploads - please see our Knowledge Base Articles for further details on utilizing the PaymentWorks User Interface (Knowledge Base for Payers).
- SFTP: Facilitates scheduled batch transfers for automation.
- PaymentWorks API: Offers robust programmatic control and real-time data exchange capabilities. Supports batch transfers and per-record operations.
Why Integration Matters
Effective integration with PaymentWorks enhances operational efficiency by ensuring data accuracy, reducing manual processes, and improving visibility into supplier and payment workflows. By leveraging the tools and resources in this portal, your team can configure and manage the integration process with confidence.
Start your journey by exploring our detailed guides on each data transfer workflow and learn how to streamline your supplier management processes with PaymentWorks.
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