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CRM ⇄ ERP

DealCloud to Infor WMS integration — real-time, two-way sync

Keep DealCloud and Infor WMS 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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Why teams connect DealCloud and Infor WMS

Close the gap between front office and back office: DealCloud and Infor WMS share customers and status in real time, in both directions.

DealCloud holds the customer relationship; Infor WMS 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 Shipment Orders, Waves, Tasks, Locations in Infor WMS 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 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 02 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 03 Push sales orders from an ERP into the WMS for wave planning and picking, then return status updates
  • 04 Send shipment confirmations and tracking numbers back to the order system when the WMS ships

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 WMS manages people and org data: keep DealCloud aligned

Owners, territories, and org structure informed by Infor WMS stay current in DealCloud.

Where Infor WMS handles order-to-cash: closed-won flows through

A deal won in DealCloud creates or updates the customer in Infor WMS with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between DealCloud and Infor WMS

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 WMS objects How this pairing syncs
Task Synced with incremental and full sync. Tasks Warehouse task data supports labor and productivity reporting in BI tools. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
User Synced with incremental and full sync. Appointments Dock appointment data coordinates carriers and yard operations with external schedules. User is specific to DealCloud and Appointments to Infor WMS — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Items Item definitions keep the WMS aligned with the ERP or OMS item master. Deal is specific to DealCloud and Items to Infor WMS — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Inventory On-hand quantities by location feed available-to-promise in order-taking systems. Company is specific to DealCloud and Inventory to Infor WMS — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Receipts / ASNs Advance shipment notices and receipt confirmations sync with procurement systems. Contact is specific to DealCloud and Receipts / ASNs to Infor WMS — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. Shipment Orders Outbound orders arrive from the ERP or OMS for allocation and picking. Fund is specific to DealCloud and Shipment Orders to Infor WMS — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Infor WMS

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 WMS 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 WMS through its API, with automatic retries and rate-limit backoff.

Infor WMS DealCloud Sub-second propagation

DetectionInfor WMS notifies Stacksync of record changes through webhook events. ION event publishing 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 WMS: Subject to Infor ION API gateway throttling policies.
What ships with DealCloud ⇄ Infor WMS

Connect DealCloud and Infor WMS for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Infor WMS 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 WMS record.

Observability

Monitoring

Track your DealCloud ⇄ Infor WMS 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 WMS.

How the DealCloud and Infor WMS 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 WMS

Integration surface
REST API via the Infor OS / ION API gateway (cloud deployments run inside Infor CloudSuite)
Authentication
OAuth 2.0 via Infor OS
Change detection
ION event publishing 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 WMS — 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 DealCloud and Infor WMS 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
    DealCloud connected
    Infor WMS connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

DealCloud and Infor WMS 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.

Learn more about security
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:

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 392 integrations available for DealCloud and Infor WMS.

Popular · 8 of 392
All DealCloud integrations All Infor WMS integrations Browse all integrations
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