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Storage ⇄ CRM

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

Keep Egnyte 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

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Why teams connect Egnyte and Infor CRM

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

Infor CRM holds the customer relationship as structured records; Egnyte 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 Done by hand, files drift away from the records they belong to and copies fall out of date.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 Opportunities, Tickets, Activities, Campaigns in Infor CRM aligned with Folders, Users, Groups, Permissions in Egnyte, in real time. A new account or deal can open its own folder in Egnyte; a document filed in Egnyte can surface as a link and metadata on the matching record in Infor CRM; and records from Infor CRM can be written into Egnyte 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 Keep Infor CRM aligned with an Infor ERP customer master so sales and finance share one account record.
  • 02 Sync opportunities and activities into a warehouse for pipeline and engagement reporting.
  • 03 Provision and deprovision Egnyte Users and Groups from an HRIS or IdP so folder access follows employee onboarding and offboarding.
  • 04 Two-way sync of Files and Folders between Egnyte and an operational database or another content store, keeping the folder hierarchy aligned.

Common sync patterns

CRM records archived into storage

Records from Infor CRM are written into Egnyte 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.

Document status on the record

Metadata kept in Egnyte, such as document type, review state, or whether an agreement is signed, updates a field on the matching record in Infor CRM, so people working the account see where the paperwork stands without opening storage.

One place for a customer's files

Attachments that accumulate against a record in Infor CRM collect in that customer's folder in Egnyte, so the full document history lives in one place and is reachable by anyone who needs it.

What you can sync between Egnyte 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.

Egnyte objects Infor CRM objects How this pairing syncs
Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. Contacts Person records synced with marketing and support tools. Users is specific to Egnyte and Contacts to Infor CRM — each maps to any object or custom field on the other side.
Groups Groups and membership managed via the Groups API; kept aligned with directory or IdP groups that drive folder access. Leads Unqualified records synced in from marketing sources. Groups is specific to Egnyte and Leads to Infor CRM — each maps to any object or custom field on the other side.
Permissions Folder permissions listed, set, and removed via the Permissions API; effective permission for a user/folder is computable. Opportunities Pipeline records synced out for forecasting and reporting. Permissions is specific to Egnyte and Opportunities to Infor CRM — each maps to any object or custom field on the other side.
Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. Tickets Service records synced with helpdesk and field service systems. Links is specific to Egnyte and Tickets to Infor CRM — each maps to any object or custom field on the other side.
Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. Activities Calls, meetings, and tasks synced for engagement reporting. Metadata is specific to Egnyte and Activities to Infor CRM — each maps to any object or custom field on the other side.
Events and Audit reports File, login, permission, and sharing activity read via the Events API and Audit Reporting API; consumed read-only for compliance. Campaigns Marketing containers linked to leads and opportunities. Events and Audit reports is specific to Egnyte and Campaigns to Infor CRM — each maps to any object or custom field on the other side.

How changes propagate between Egnyte 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.

Egnyte Infor CRM Sub-second propagation

DetectionEgnyte notifies Stacksync of record changes through webhook events. Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata,.

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

Infor CRM Egnyte 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 Egnyte through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Egnyte: Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request.
  • Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
What ships with Egnyte ⇄ Infor CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Egnyte 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 Egnyte or Infor CRM record.

Observability

Monitoring

Track your Egnyte ⇄ 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 Egnyte and Infor CRM.

How the Egnyte and Infor CRM connectors work

Egnyte

Integration surface
REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints
Authentication
OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header
Change detection
Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events
Capabilities
read · write · webhooks
Rate limits
Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request

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 Egnyte 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 Egnyte 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
    Egnyte connected
    Infor CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Egnyte 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 Egnyte and Infor CRM.

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