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CRM ⇄ Data warehouse

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

Keep Infor CRM and Materialize 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 Infor CRM and Materialize

Sync Infor CRM into Materialize continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Campaigns, Custom entities, Accounts, Contacts from Infor CRM land in Materialize as live tables, updated within seconds, and columns computed in Materialize write back to fields in Infor CRM. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

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 Bridge streaming sources and non-streaming destinations by materializing joins across both.
  • 04 Sync operational CRM or ERP data into Materialize so real-time views stay current without batch loads.

Common sync patterns

Cleanup that sticks

Deduplication and normalization done in Materialize can be written back, so warehouse-side cleanup actually fixes the CRM.

CRM analytics on live data

Accounts, contacts, and activity from Infor CRM are queryable in Materialize moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Materialize appear as fields in Infor CRM, where the people working accounts actually see them.

What you can sync between Infor CRM and Materialize

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.

Infor CRM objects Materialize objects How this pairing syncs
Opportunities Pipeline records synced out for forecasting and reporting. Sources Ingestion points (Kafka, Postgres CDC, MySQL CDC, webhook) that feed external data into Materialize. Opportunities is specific to Infor CRM and Sources to Materialize — each maps to any object or custom field on the other side.
Tickets Service records synced with helpdesk and field service systems. Materialized Views Incrementally maintained query results that syncs read as continuously up-to-date datasets. Tickets is specific to Infor CRM and Materialized Views to Materialize — each maps to any object or custom field on the other side.
Activities Calls, meetings, and tasks synced for engagement reporting. Sinks Outbound connections that emit view changes to Kafka topics. Activities is specific to Infor CRM and Sinks to Materialize — each maps to any object or custom field on the other side.
Campaigns Marketing containers linked to leads and opportunities. Indexes In-memory arrangements that make view reads fast for serving workloads. Campaigns is specific to Infor CRM and Indexes to Materialize — each maps to any object or custom field on the other side.
Custom entities Deployment-specific objects added through the customizable entity model. Clusters Compute pools that isolate ingestion, view maintenance, and serving. Custom entities is specific to Infor CRM and Clusters to Materialize — each maps to any object or custom field on the other side.
Accounts Company records matched against ERP customer masters in syncs. Connections & Secrets Stored credentials and endpoints used by sources and sinks. Accounts is specific to Infor CRM and Connections & Secrets to Materialize — each maps to any object or custom field on the other side.

How changes propagate between Infor CRM and Materialize

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.

Infor CRM Materialize 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 applied to Materialize as a row-level write, with types converted between the two schemas.

Materialize Infor CRM Sub-second propagation

DetectionChanges in Materialize are captured at the source via change data capture — no polling loop against its API. SUBSCRIBE queries stream row-level changes of any view or table to the client.

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

Rate-limit considerations

  • Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
What ships with Infor CRM ⇄ Materialize

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

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

Trading partners

EDI

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

How the Infor CRM and Materialize connectors work

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.

Materialize

Integration surface
PostgreSQL wire protocol (SQL)
Authentication
Database credentials (username/password; app passwords in the managed cloud service)
Change detection
SUBSCRIBE queries stream row-level changes of any view or table to the client
Capabilities
read · write · CDC
How it works

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

    Choose tables

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

Infor CRM and Materialize 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
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 453 integrations available for Infor CRM and Materialize.

Popular · 7 of 453
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