Skip to content
Storage ⇄ CRM

Box to Infor CRM integration — real-time, two-way sync

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

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Box and Infor CRM

Keep the paperwork with the relationship: Infor CRM and Box share every customer's records and files in real time, in both directions.

Infor CRM holds the customer relationship as structured records; Box holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.

Stacksync keeps Accounts, Contacts, Leads, Opportunities in Infor CRM aligned with Groups, Tasks, Events, Files in Box, in real time. A new account or deal can open its own folder in Box; a document filed in Box can surface as a link and metadata on the matching record in Infor CRM; and records from Infor CRM can be written into Box as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.

Common use cases

  • 01 Support a migration to another CRM by running both systems in sync during the transition.
  • 02 Run a two-way sync between Infor CRM accounts and contacts and a Postgres database so internal tools read CRM data with SQL.
  • 03 Provision and deprovision Users, Groups, and Collaborations from an HR system or IdP so Box access follows onboarding and offboarding.
  • 04 Push generated documents from an ERP or contract system into Box Folders with the right Collaborations applied for the deal team.

Common sync patterns

A folder per account or deal

When an account or deal is created in Infor CRM, a matching folder or container opens in Box, named and organized the same way, so files have a home the moment they are needed.

Documents linked back to the record

A contract, proposal, or signed agreement filed in Box surfaces as a link on the matching record in Infor CRM, so the customer's paperwork sits with the relationship instead of a shared drive.

CRM records archived into storage

Records from Infor CRM are written into Box as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.

What you can sync between Box and Infor CRM

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.

Box objects Infor CRM objects How this pairing syncs
Groups Named user collections used for bulk collaboration; membership synced from a directory or IdP. Campaigns Marketing containers linked to leads and opportunities. Groups is specific to Box and Campaigns to Infor CRM — each maps to any object or custom field on the other side.
Tasks Review or approval assignments on a file with due dates and states; read for workflow reporting or written to start approvals. Custom entities Deployment-specific objects added through the customizable entity model. Tasks is specific to Box and Custom entities to Infor CRM — each maps to any object or custom field on the other side.
Events Enterprise admin event stream, an audit log of uploads, deletes, logins, and shares across the account; read-only, consumed for reporting or change feeds. Accounts Company records matched against ERP customer masters in syncs. Events is specific to Box and Accounts to Infor CRM — each maps to any object or custom field on the other side.
Files Core content object with versions, name, size, and metadata; synced two-way so files and their attributes move between Box and a database or another store. Contacts Person records synced with marketing and support tools. Files is specific to Box and Contacts to Infor CRM — each maps to any object or custom field on the other side.
Folders Hierarchical containers whose tree, names, and parent moves are mirrored so a target system reflects Box's structure; the account root is always folder ID 0. Leads Unqualified records synced in from marketing sources. Folders is specific to Box and Leads to Infor CRM — each maps to any object or custom field on the other side.
Metadata Structured key-value instances attached to files and folders via metadata templates; synced two-way with database columns for classification and search. Opportunities Pipeline records synced out for forecasting and reporting. Metadata is specific to Box and Opportunities to Infor CRM — each maps to any object or custom field on the other side.

How changes propagate between Box and Infor CRM

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.

Box Infor CRM Sub-second propagation

DetectionBox notifies Stacksync of record changes through webhook events. V2 webhooks fire on triggers such as FILE.UPLOADED, FILE.TRASHED, and METADATA_INSTANCE.UPDATED.

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

Infor CRM Box Interval-based propagation

DetectionStacksync polls Infor CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on modified timestamps.

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

Rate-limit considerations

  • Box: Per user: 1,000 API calls per minute and 240 file uploads per minute; exceeding limits returns HTTP 429 with a Retry-After header. Box Business plans also carry a licensed monthly API-call allotment per enterprise.
  • Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
What ships with Box ⇄ Infor CRM

Connect Box and Infor CRM for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Box or Infor CRM 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 Box or Infor CRM record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Box and Infor CRM.

How the Box and Infor CRM connectors work

Box

Integration surface
REST API (api.box.com/2.0), plus the Events API and V2 Webhooks
Authentication
OAuth 2.0 for user-delegated access, or server-to-server auth via JWT (RSA keypair) or Client Credentials Grant (CCG) using a Box app; short-lived developer tokens for testing
Change detection
V2 webhooks fire on triggers such as FILE.UPLOADED, FILE.TRASHED, and METADATA_INSTANCE.UPDATED; the Events API (user stream via long-poll by stream_position, or enterprise/admin events) provides a near-real-time change feed
Capabilities
read · write · webhooks
Rate limits
Per user: 1,000 API calls per minute and 240 file uploads per minute; exceeding limits returns HTTP 429 with a Retry-After header. Box Business plans also carry a licensed monthly API-call allotment per enterprise.

Infor CRM

Integration surface
REST-style SData API over the CRM entity model
Authentication
User credentials; Infor OS-managed authentication in cloud deployments
Change detection
Polling on modified timestamps; no log-based CDC on the API surface
Capabilities
read · write
Rate limits
Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
How it works

How to connect Box to Infor CRM — 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 Box and Infor CRM 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
    Box connected
    Infor CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Box and Infor CRM 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 · Box ⇄ Infor CRM
    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
    Box Infor CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Box and Infor CRM 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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 513 integrations available for Box and Infor CRM.

Popular · 7 of 513
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.