--- title: Certinia Integration slug: payments/certinia-integration description: Integrate Unaric Payments with Certinia for seamless invoicing, revenue recognition, and financial reporting in Salesforce. image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/S2jvYk5yJImGeDT1FDbWw_unaric-payments-for-certinia.png docTags: createdAt: 2025-02-03T15:45:30.846Z --- The Certinia integration provides base functionality that can be built-upon and customised with Salesforce standard tools. Certinia integration allows users to **automatically collect invoices** and subscription payments by pulling payments from the bank accounts of their customers around the world without ever leaving Certinia. ::embed[]{url="https://youtu.be/WD3TPxpGODg"} :::hint{type="warning"} If upgrading Certinia to the Winter 26 version, see [Upgrade Certinia](docId\:R6Sg1k7DHVY9g8C0BTL_u) for detailed instructions. ::: ## How it works ::::WorkflowBlock :::WorkflowBlockItem **Sales Invoice Posted in Certinia** A user posts a Sales Invoice in Certinia, which triggers the integration. ::: :::WorkflowBlockItem **Unaric Payment Record & Payment Option Created** The integration automatically creates a Payment record in Unaric Payments linked to the invoice and determines the payment method. ::: :::WorkflowBlockItem **Automated Payment (if saved authorisation exists) or *****Pay Now***** Link (if no authorisation)** Sets up for automatic collection or adds a payment link to the invoice. ::: :::WorkflowBlockItem **Customer Payment and Unaric Payments Record Update** After the customer payment, Unaric Payments updates the Payment record status to *Collected from Customer*. ::: :::WorkflowBlockItem **Cash Entry Created and Matched in Certinia (if enabled)** If automatic cash matching is configured, the integration creates a Cash Entry in Certinia and matches it to the Sales Invoice, reflecting the payment. ::: :::WorkflowBlockItem **Payment Process Complete** The invoice is considered paid, and the accounting process is updated in Certinia. If automatic cash entry is disabled, manual cash entry is required in Certinia. ::: :::: To see the integration in action, watch [Demo: Invoice Collections For Certinia](https://asperato.relayto.com/e/demo-invoice-collections-for-certinia-r3pu1234g46w5?doc-hub=certinia-asperato-64f713fb883b5\&hub=certinia-asperato-64f713fb883b5\&hub-nav=sidebar). ## Prerequisites - To run the Unaric Payments payment process, a dedicated user with a Certinia Accounting licence, Administrator permissions and access to all companies must be used. In a multi-company org this user must have all companies selected when running the Unaric Payments payments process. - To be eligible for payment processing using the integration, a **Payment Integration Method** must be created - with the ‘Provider’ set to Unaric Payments and linked to the account in Salesforce. - In a multi-company scenario, there is a need to map the Certinia Bank Account to the appropriate Unaric Payments Customer ID/Merchant Group. - In a multi-company scenario, it is necessary to make a decision on where it makes sense to set the Certinia Bank Account, this can be done at 3 levels: (1) Certinia Company Level; (2) on the Payment Integration Method; (3) on a Sales Invoice or Billing Document. ### Recommended package versions The following table contains recommended package versions for Certinia and Certinia Unaric Payments Connector, along with corresponding Unaric Payments versions, across various releases. | **Certinia** | **Certinia Unaric Payments Connector** | **Unaric Payments version** | | ---------------------------------------------------- | -------------------------------------------------- | --------------------------- | | Fall 2018 - Spring 2021 (no FFA Summer 2021 release) | Summer 2019 SP3 | V2.10, V2.11, V2.14 - V2.16 | | Fall 2021 | Fall 2021 | 2.17.1 (Winter 22) | | Spring 2022 | Spring 2022 | 2.18.1 (Spring 22) | | Summer 2022 | Summer 2022 | 2.19.1 (Summer 22) | | Winter 2023 | Winter 2023 SP1 | V2.20.4 (Winter 23) | | Spring 2023 | Spring 2023 SP2 | 2.22.4 (Summer 23) | | Summer 2023 | FFA Summer 2023 SP12 / ASP Connector Summer 23 SP4 | 2.22.4 (Summer 23) | | Winter 2024 | Winter 2024 | 2.23.5 (Winter 24) | | Spring 2024 | Winter 2024 SP2 | 2.23.5 (Winter 24) | | Summer 2024 | Winter 2024 | V2.27.4 (Summer 24) | | Winter 2025 | Winter 2024 | V2.27.4 (Summer 24) | | Spring 25 | Spring 25 | 2.31 (Spring 25) | | Winter 26 | Winter 26 | 2.37 (Winter 26 2025.3) | | Spring 26 | Winter 26 or Spring 26 | 2.38 (2026.1) | ## Integration ### 1. Install the Unaric Payments package For Certinia integration, you must have installed and configured the Unaric Payments package. See [Production Installation](docId\:YceDXo7v-sa30OfjgzUk3). ### 2. Install the Integration package After installing Unaric Payments, raise a Certinia support ticket to install the Certinia **Asperato Integration** package (note that** Asperato** is the former name of** Unaric Payments**). For more information, visit Certinia's documentation for [Setting up Asperato Connector](https://help.certinia.com/main/2025.1/Content/AsperatoConnector/InitialSetup/Installation/SettingUpAsperatoConnector.htm). ### 3. Configure the Certinia-Unaric Payments Integration This involves setting up the integration to meet your specific business needs. This includes: - Auto-generation of Unaric Payments Payment records when Sales Invoices are posted in Certinia. - Cash matching payments collected through Unaric Payments to Sales Invoices/Billing Documents in Certinia. - Mapping Certinia Bank Accounts to Unaric Payments Customer IDs/Merchant Groups. - Setting the Certinia Bank Account at the appropriate level (Company, Payment Integration Method, or Sales Invoice/Billing Document). To this end, questions for consideration include: - *What will drive creation of payments/authorisations?* For users of the Certinia-Unaric Payments Integration, payment creation will usually be driven by posting Sales Invoices / Billing Documents. - *Which Salesforce objects will need to be linked/related to Unaric Payments Payments and Authorisations?* - *Are customer payment email receipts required?* Email receipt requirements vary by customer and as such are not provided as part of the Unaric Payments application. Some PSPs send receipts by default. - *Is multi-currency a requirement?* - *Which Salesforce automation tools will help with integrating Unaric Payments into your business processes?*