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Integration Overview

Key Features

  • Secure payment processing with PCI-compliant infrastructure
  • Real-time synchronization of invoices and payment records
  • Support for multiple payment methods, including credit cards and ACH transfers
  • Automatic payment reconciliation with invoices in DreamzCMMS
  • Integration with recurring billing for subscription services
  • Multi-currency support for global transactions
  • Consolidated reporting for payments and financial data
  • Customizable payment workflows to fit business needs
  • Automated notifications for payment statuses and updates
  • Reliable and scalable API-based integration for seamless transactions

How it works

1

Connect CardConnect Account

Use secure API credentials to link your CardConnect account with DreamzCMMS, enabling seamless payment processing.

2

Sync Payment and Invoice Data

Configure the integration to synchronize payment records with invoices generated in DreamzCMMS automatically.

3

Enable Multiple Payment Methods

Accept payments through various methods, including credit cards, ACH transfers, and other options supported by CardConnect.

4

Process Payments Securely

Transactions initiated through DreamzCMMS are securely processed via CardConnect’s PCI-compliant platform.

5

Track Payment Statuses in Real-Time

Monitor the status of transactions, including successful, pending, and failed payments, directly in DreamzCMMS.

6

Reconcile Payments Automatically

Match payments with corresponding invoices in DreamzCMMS for seamless financial reconciliation.

7

Manage Recurring Billing

Set up recurring payment options for subscription-based services using CardConnect’s billing capabilities.

8

Generate Financial Reports

Access consolidated reports on payment activities, including transaction details, balances, and reconciliations, for better financial management.

The Benefits to Your Business

1

Comprehensive Reporting

Generate detailed financial reports combining payment data and operational insights for better decision-making and planning.

2

Simplified Payment Processes

Streamline payment workflows for maintenance services and operational expenses directly within DreamzCMMS.

3

Real-Time Financial Tracking

Monitor payment statuses in real-time, ensuring accurate financial records and seamless reconciliation.

4

Flexible Payment Options

Offer multiple payment methods, including credit cards and ACH transfers, for a convenient customer experience.

5

Enhanced Security

Leverage CardConnect’s PCI-compliant platform for secure and reliable payment transactions, reducing risks.

FAQ

The integration supports secure payment processing, real-time invoice synchronization, and automatic reconciliation of payments with invoices.

Yes, the integration is designed to handle payments for maintenance services, asset rentals, and other operational expenses.

Yes, recurring payment options for subscription-based services can be set up using CardConnect’s billing features.

Payment statuses are updated in real-time in DreamzCMMS, including successful, pending, and failed transactions.

Yes, recurring payments for subscription-based services can be managed using PhonePe’s billing features.

Absolutely. CardConnect’s PCI-compliant infrastructure ensures secure transactions with advanced encryption protocols.

Yes, the integration supports multi-currency transactions, making it suitable for global operations.

Payments recorded in CardConnect are automatically matched with corresponding invoices in DreamzCMMS for seamless reconciliation.

Consolidated financial reports can be generated, providing insights into transaction details, payment balances, and reconciliations.

DreamzCMMS offers comprehensive setup assistance, troubleshooting, and training to ensure a seamless integration process with CardConnect.