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 cartTell 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.