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Business productivity ⇄ ERP

Agiloft to Infor M3 integration — real-time, two-way sync

Keep Agiloft and Infor M3 in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Agiloft and Infor M3

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Agiloft and Infor M3.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Agiloft is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Attachments, Approvals, Tasks, Clause Library in Agiloft with Inventory Balances, Invoices, Warehouses, Price Lists in Infor M3 bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • 01 Push generated documents and executed PDFs into Agiloft Attachments from a document system, or pull signed contracts out for archival.
  • 02 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
  • 03 Keep supplier and purchase order data aligned between M3 and procurement tools
  • 04 Consolidate M3 transactional data into an analytics database for cross-plant reporting

Common sync patterns

Where Infor M3 is the HR or people system of record

Worker and organization data from Infor M3 stays current in Agiloft, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where Agiloft faces customers and Infor M3 carries account records

Order, invoice, or account status from Infor M3 appears alongside the customer in Agiloft, so front-line teams answer from live data.

What you can sync between Agiloft and Infor M3

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Agiloft objects Infor M3 objects How this pairing syncs
Attachments File records holding the executed contract PDFs and supporting documents linked to a contract; read to pull signed files out, or written to push generated documents in. Price Lists Pricing data keeps quoting tools consistent with the prices M3 will actually invoice. Attachments is specific to Agiloft and Price Lists to Infor M3 — each maps to any object or custom field on the other side.
Approvals Per-record approval instances generated from Approval Templates and Workflows; read to report approval status and cycle time, or written to trigger and record decisions. Items Item master records provide the SKU, unit, and attribute data other systems price and sell against. Approvals is specific to Agiloft and Items to Infor M3 — each maps to any object or custom field on the other side.
Tasks Assigned action items with owners, due dates, and states tied to contracts or projects; synced two-way to surface Agiloft work inside a PM or operations system. Customers Customer master records sync with CRM account records to keep one shared customer file. Tasks is specific to Agiloft and Customers to Infor M3 — each maps to any object or custom field on the other side.
Clause Library Reusable, approved contract clauses with metadata and categories; read to feed clause content into other systems or reporting, or maintained from an external source of truth. Suppliers Supplier records align procurement tools with the vendors M3 purchases from. Clause Library is specific to Agiloft and Suppliers to Infor M3 — each maps to any object or custom field on the other side.
Custom tables Agiloft is a no-code platform, so any customer-built table (NDAs, SOWs, vendor risk, renewals) exposes the same REST and SOAP CRUD and syncs like the standard CLM tables. Customer Orders Orders created in commerce or CRM systems land in M3 for fulfillment and invoicing. Custom tables is specific to Agiloft and Customer Orders to Infor M3 — each maps to any object or custom field on the other side.
Contracts The core table holding contract records with value, key dates, status, type, and linked parties; created and updated two-way so contract data moves between Agiloft and a database, ERP, or CRM. Purchase Orders PO headers and lines sync outward so buyers and receiving teams see the same demand. Contracts is specific to Agiloft and Purchase Orders to Infor M3 — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and Infor M3

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Agiloft Infor M3 Sub-second propagation

DetectionAgiloft notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL.

DeliveryEach detected change is written to Infor M3 through its API, with automatic retries and rate-limit backoff.

Infor M3 Agiloft Sub-second propagation

DetectionInfor M3 notifies Stacksync of record changes through webhook events. Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints.

DeliveryEach detected change is written to Agiloft through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Agiloft: Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
  • Infor M3: Subject to Infor ION API gateway throttling policies.
What ships with Agiloft ⇄ Infor M3

Connect Agiloft and Infor M3 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Infor M3 connection.

Real-time

Two-way sync

Changes in Agiloft or Infor M3 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or Infor M3 data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Agiloft or Infor M3 record.

Observability

Monitoring

Track your Agiloft ⇄ Infor M3 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Agiloft and Infor M3.

How the Agiloft and Infor M3 connectors work

Agiloft

Integration surface
REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
Authentication
OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login
Change detection
Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.
Capabilities
read · write · webhooks
Rate limits
Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.

Infor M3

Integration surface
REST API (M3 API programs exposed through the Infor ION API gateway)
Authentication
OAuth 2.0 via Infor OS / ION API authorization
Change detection
Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints
Capabilities
read · write · webhooks
Rate limits
Subject to Infor ION API gateway throttling policies
How it works

How to connect Agiloft to Infor M3 — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Agiloft and Infor M3 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Agiloft connected
    Infor M3 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Agiloft and Infor M3 objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Agiloft ⇄ Infor M3
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Agiloft Infor M3
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Agiloft and Infor M3 integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 406 integrations available for Agiloft and Infor M3.

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