So you’ve made processed payments through Stripe and they’re all recorded in Salesforce. Awesome! But could you imagine if you could match them up with your bank statements in a simple, quick and automated way? Well that’s exactly what PosiPay does for you. With our Yodlee integration you can quickly match your payments recorded in Salesforce with your bank statement line items.
Yodlee Integration
While we don’t want to retain sensitive details in our Salesforce org, we still need to be able to process payments. We do this by storing tokenised sensitive details (eg. credit cards), or payment methods that are safe to be stored (eg. bank details). These are stored in the industry cloud core object Payment Instrument. PosiPay is able to utilise these details to process future payments without needing to request payment details again. Furthermore, deletion of these details can be automated for situations where you don’t need to keep them.
Transaction Matching
The Gateway Transaction object in PosiPay is the place where the key transaction data is kept. Here you will find records of every transaction attempt, with details such as amount and status. A new record is created for every attempted transaction, while retries of failed transactions will update the existing Gateway Transaction record. Your organisation is able to setup rules to link these transaction records to contacts and/or accounts according to your business logic. Opportunity updating can also be automated according to your business rules should you need it.
Happy Accounts Team
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