A · CRM
Customer record ↔ Charge
Every transaction posts back to your CRM with a customer ID, tokenized card, and metadata. Failed charges trigger a workflow.
⇌
IntegrationsThe gateway,
The gateway,
wired into where you already work.
Card Connect APIs and PAX open SDK let your business move money where you already keep your data — CRM, accounting, online store, in-house apps. Data Plus engineers it; you keep the keys.
connects toHubSpot
Salesforce
QuickBooks
Shopify
CloverCardConnect
HubSpotSalesforceQuickBooksShopifyCloverCardConnectCard Connect · PCI Level 1 · Fiserv-backed
01 · The shape
Three flows worth integrating
You run a CRM, a POS, and your books. Today someone re-types data between all three. That gap is the integration.
B · Books
Funds ↔ Ledger
Daily settlements reconcile to QuickBooks, Xero, or NetSuite automatically. Card-brand fees broken out by category.
C · Cart
Checkout ↔ Gateway
Branded Hosted Payment Page or embedded checkout via Card Connect tokenizer. Works with Shopify, Woo, or your custom cart.
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02 · The build
From scope to live, in four steps
Most integrations Data Plus ships go live within a few weeks. Standard connectors are included with your processing — custom builds get a fixed-fee scope.
1
Walk through your stack
30-min call. We map what tools you already use and where the money handoffs happen.
2
Written scope
Within a week, you get a written spec: connectors needed, custom code if any, timeline, fee.
3
Build & test
Data Plus engineers configure connectors and write custom code against Card Connect APIs.
4
Go live & support
We deploy, watch the first batch of transactions, and stay on the line if anything breaks.
03 · The connections
Built around the tools you already use
If your system isn't listed, custom is on the table — PAX and Card Connect APIs are open and Data Plus engineers them in-house.
Customer data, in sync
Two-way: contacts, deals, transaction history, and payment-status webhooks.
HubSpotSalesforce
ZohoCustom RESTSettlements mapped to QuickBooks or Xero nightly — card-brand fees split out, no manual journal entries.
Daily journals, fee breakdowns, and sales-tax mapping — direct from Card Connect settlements.
QuickBooks
Xero
NetSuite
SageCheckout, tokenized
Card Connect as the gateway behind your store. Vaulted card-on-file, subscriptions, hosted page.
Shopify
WooCommerce
MagentoCustom cartIntegration questions, answered
How does the integration with my POS, CRM, or accounting software work?
Card Connect exposes open APIs, so Data Plus wires the gateway into the tools you already run: transactions post back to your CRM with a customer ID and tokenized card, daily settlements reconcile to QuickBooks, Xero, or NetSuite with fees broken out, and your online store checks out through the hosted payment page or embedded tokenizer.
What does the fixed-fee scope cover?
Standard connectors come included with your processing. Custom builds start with a written scope — the connectors needed, any custom code, the timeline, and the fee — so you approve the whole picture before anything gets built.
What if my software isn't on the list?
Custom is on the table. PAX terminals run an open SDK, Card Connect's APIs are open, and Data Plus engineers integrations in-house — so an in-house app, a niche vertical tool, or a custom cart can still drive the gateway directly.
Who supports the integration after it goes live?
Data Plus does. We deploy, watch the first batch of transactions, and stay on the line if anything breaks — the team that built the integration is the team you call.
Tell us your stack.
We'll connect it to the gateway.
One call, written scope, fixed-fee build. If your system isn't in the list, that's usually a one-week custom job for the Data Plus engineering team.