Clarity Connect integration
PayTrace Shopify Integration
Collect payment for Shopify orders on terms through PayTrace, and have Clarity Connect mark each order paid in Shopify once PayTrace approves it.
What PayTrace and Shopify can share
Start with what Shopify allows. Checkout payments run through Shopify Payments or a third-party provider listed in your Shopify admin, and only partners Shopify has approved can build payment extensions for its checkout. An integration can't add PayTrace to Shopify's checkout; if PayTrace isn't in your admin's provider list, that route isn't open.
What Clarity Connect can do is link the two around checkout. B2B orders placed in Shopify on net payment terms are paid later through PayTrace, by card or ACH, and Connect records each approved payment on its Shopify order. Refunds and the ERP posting follow the same path.
PayTrace
Where card and ACH payments are processed
- Sales and captures
- Customer profiles
- Refunds and voids
- Settled batches
Shopify
Where B2B orders and customers start
- Orders on payment terms
- Customers
- Order transactions
- Refunds
Shopify to PayTrace record mapping
A starting map; discovery settles the exact fields and rules.
| Shopify | PayTrace | Direction |
|---|---|---|
| Order with an outstanding balance | Sale against that order's invoice | Shopify to PayTrace |
| Order marked as paid | Approved transaction ID | PayTrace to Shopify |
| Customer | Customer profile (reference only) | PayTrace to Shopify |
| Cancellation or refund | Void or refund | Shopify to PayTrace |
How the two stay in step
Orders on terms, paid through PayTrace
Shopify lets you offer net payment terms and send invoices due at a later date. When the customer pays that invoice through PayTrace, Connect calls Shopify's orderMarkAsPaid mutation, which records a payment transaction for the outstanding amount, and notes the PayTrace transaction ID on the order.
Refunds where the money was taken
A charge PayTrace processed has to be reversed in PayTrace: a void while it's still unsettled, a refund once it has settled. Connect sends the right one when an order paid this way is cancelled or refunded, and records the result on the Shopify order.
Saved payment methods without card data
Repeat B2B buyers can keep a card or bank account as a customer profile in PayTrace's vault. Shopify and the ERP hold only the profile reference, and PayTrace's Protect.js hosted fields keep card numbers off your servers when a new method is entered.
See Clarity Connect move an order
Watch an online order travel into the ERP and its status come back in our Clarity Connect demo, or book a live walkthrough on your own systems.
The facts behind this integration
Shopify supports more than 100 third-party card providers, and its third-party transaction fees apply to payments through them even when Shopify Payments is also active. On the PayTrace side, the JSON API is at version 3 with OAuth 2.0 tokens; PayTrace has been owned by North, formerly North American Bancard, since 2022.
If most of your PayTrace volume is ERP invoices rather than store orders, Clarity Payment Hub for PayTrace is the better fit: customers pay invoices in a portal, and the payments post to the ERP while your PayTrace account and rates stay as they are.
How Clarity Connect runs it
Clarity Connect is Clarity's integration platform. It holds a two-way connection between PayTrace, Shopify and your ERP and runs each flow as a task, such as approved payments posting immediately and settled batches once a day. Connect can sit in the cloud or behind your firewall beside an on-premises ERP. Clarity has built more than 3,000 integrations on it; recorded demos are on Clarity's YouTube playlist, and the integrations directory covers the other systems.
Discovery
A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.
Tasks and mapping
Each flow becomes a Connect task, such as orders to the ERP or stock to the store, set to run in real time or on a schedule.
Testing
Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.
Live, with a dashboard
Queues and scheduled tasks show in Connect's Hangfire dashboard. A job whose target is offline is retried 10 times, every 30 minutes, and can be re-queued once the cause is fixed.
Clarity Connect is sold as a SaaS subscription at $599 a month or as a one-time license at $15,000 with no ongoing fees, and larger projects are priced to scope. See pricing.
Questions
Can PayTrace process payments at Shopify checkout?
Only if PayTrace appears as a provider in your Shopify admin's payment settings. Shopify approves the partners that can build checkout payment extensions, and an integration can't add one. Connect works around checkout instead: orders on terms, refunds and posting to the ERP.
How does a PayTrace payment show up in Shopify?
Connect marks the order as paid, which records a payment transaction for the outstanding amount, and stores the PayTrace transaction ID on the order so either team can find it.
Does Clarity store card numbers for this?
No. Cards and bank accounts are captured in PayTrace's hosted fields and saved in PayTrace's vault. Shopify, the ERP and Connect see only references.
What does the Clarity Connect license cost?
$599 a month on SaaS terms, or $15,000 once for a license with no ongoing fees. Larger builds are quoted. See pricing.
Related resources
Connect PayTrace and Shopify
Tell us how your Shopify orders on terms get paid today and where those payments need to post. A Clarity business analyst maps the flow with your team, including what Shopify's checkout rules allow, before anything is built.
Book a demo