Project: Custom Payment & ERP Integration for CRM Platform
Goal
Build a custom payment gateway integration inside our CRM platform that allows users to:
• Accept online payments directly within the system (invoices, subscriptions, checkouts).
• Automatically generate digital service invoices after payment confirmation.
• Sync all payment and client data with an external ERP/accounting system to update receivables and financial reports in real time.
Core Tasks
1. Develop a private payment integration within the CRM (similar to Stripe-style providers):
• Implement provider endpoints for configuration, payment creation, refunds, and webhooks.
• Process payments through an external payment api and return status to the crm.
• Update invoice and transaction statuses automatically.
2. Build a middleware service (
Node.js or Python preferred) to:
• Handle authentication and secure multi-tenant routing.
• Receive payment webhooks, trigger invoice generation, and send data to the erp api.
• Ensure reliability with logging, retries, and idempotency.
3. Optional admin interface:
• Connect user accounts to their payment and ERP APIs.
• Display transaction history and integration status.
Required Skills
• Experience with API integrations, webhooks, and RESTful architecture.
• Strong background in payment gateways or financial software integrations.
• Familiarity with ERP or accounting system APIs.
• Solid understanding of authentication flows and secure data handling.
Deliverables
• Fully functional middleware and CRM connector.
• API documentation and setup guide.
• Example tenant configuration for testing.
Delivery term: Not specified