Real-time
Two-way sync
Changes in DealCloud or Infor M3 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
DealCloud to Infor M3 integration — real-time, two-way sync
Keep DealCloud 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.
- 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
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Migrated from MuleSoft
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect DealCloud and Infor M3
Close the gap between front office and back office: DealCloud and Infor M3 share customers and status in real time, in both directions.
DealCloud holds the customer relationship; Infor M3 runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.
Stacksync syncs Task, User, Deal, Company in DealCloud with Manufacturing Orders, Inventory Balances, Invoices, Warehouses in Infor M3 field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- 01 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
- 02 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
- 03 Mirror M3 customers and invoices into a CRM or warehouse so sales and finance share one AR view
- 04 Feed manufacturing order status to a customer portal for order tracking in fashion, food, or equipment supply chains
Common sync patterns
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
Where Infor M3 manages people and org data: keep DealCloud aligned
Owners, territories, and org structure informed by Infor M3 stay current in DealCloud.
Where Infor M3 handles order-to-cash: closed-won flows through
A deal won in DealCloud creates or updates the customer in Infor M3 with clean data, so fulfillment and invoicing start without re-entry.
What you can sync between DealCloud 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.
| DealCloud objects | Infor M3 objects | How this pairing syncs | |
|---|---|---|---|
| Fund Synced with incremental and full sync. | Items Item master records provide the SKU, unit, and attribute data other systems price and sell against. | Fund is specific to DealCloud and Items to Infor M3 — each maps to any object or custom field on the other side. | |
| Investment Synced with incremental and full sync. | Customers Customer master records sync with CRM account records to keep one shared customer file. | Investment is specific to DealCloud and Customers to Infor M3 — each maps to any object or custom field on the other side. | |
| Relationship Synced with incremental and full sync. | Suppliers Supplier records align procurement tools with the vendors M3 purchases from. | Relationship is specific to DealCloud and Suppliers to Infor M3 — each maps to any object or custom field on the other side. | |
| Activity Synced with incremental and full sync. | Customer Orders Orders created in commerce or CRM systems land in M3 for fulfillment and invoicing. | Activity is specific to DealCloud and Customer Orders to Infor M3 — each maps to any object or custom field on the other side. | |
| Task Synced with incremental and full sync. | Purchase Orders PO headers and lines sync outward so buyers and receiving teams see the same demand. | Task is specific to DealCloud and Purchase Orders to Infor M3 — each maps to any object or custom field on the other side. | |
| User Synced with incremental and full sync. | Manufacturing Orders Production order status feeds portals and CRMs so promised dates reflect the shop floor. | User is specific to DealCloud and Manufacturing Orders to Infor M3 — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud 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.
DealCloud Infor M3 Interval-based propagation
DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.
DeliveryEach detected change is written to Infor M3 through its API, with automatic retries and rate-limit backoff.
Infor M3 DealCloud 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 DealCloud through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
- Infor M3: Subject to Infor ION API gateway throttling policies.
What ships with DealCloud ⇄ Infor M3
Connect DealCloud and Infor M3 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Infor M3 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud 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 DealCloud or Infor M3 record.
Observability
Monitoring
Track your DealCloud ⇄ 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 DealCloud and Infor M3.
How the DealCloud and Infor M3 connectors work
DealCloud
- Integration surface
- REST API (DealCloud Data API v2)
- Authentication
- OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
- Change detection
- Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
- Capabilities
- read · write
- Rate limits
- API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
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 DealCloud 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.
- 01
Connect your apps
Authenticate DealCloud 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.
DealCloud
connected
Infor M3
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud 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.
objects · DealCloud ⇄ Infor M3Customers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
DealCloud Infor M3Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Infor M3 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Infor M3: authenticate both systems, choose the objects to sync (such as DealCloud's Fund and Investment), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means DealCloud and Infor M3 records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed DealCloud and Infor M3 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom DealCloud–Infor M3 integration in-house.
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Yes — Stacksync ships production-grade connectors for both DealCloud and Infor M3. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on DealCloud: Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval. On Infor M3: Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the DealCloud side: Task, User, Deal, Company, plus custom fields where DealCloud exposes them. On the Infor M3 side: Manufacturing Orders, Inventory Balances, Invoices, Warehouses. Stacksync auto-detects both schemas and converts types between the two systems.
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
CSA STAR
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
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No integrations match .
