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CRM ⇄ Accounting and finance

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

Keep Infor CRM and Rillet 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
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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Infor CRM and Rillet

Sync customers, invoices, and payment status between Rillet and Infor CRM in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Infor CRM knows the relationship: who the contacts are and what is in motion with the account. Rillet knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Customer, Vendor, Invoice, Credit Memo in Rillet to Contacts, Leads, Opportunities, Tickets in Infor CRM with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Mirror journal entries and contract revenue data into a warehouse for board and ARR reporting.
  • 02 Push billing events from a product or usage-metering system into Rillet for revenue recognition.
  • 03 Sync opportunities and activities into a warehouse for pipeline and engagement reporting.
  • 04 Feed marketing platform leads into Infor CRM and return status updates for campaign attribution.

Common sync patterns

Where Infor CRM tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Rillet with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Rillet appears on the account in Infor CRM, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Infor CRM, Rillet gets the update before the next invoice goes out.

What you can sync between Infor CRM and Rillet

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 Rillet objects How this pairing syncs
Accounts Company records matched against ERP customer masters in syncs. Account Synced with incremental and full sync per the Stacksync docs. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Custom entities Deployment-specific objects added through the customizable entity model. Customer Synced with incremental and full sync per the Stacksync docs. Custom entities is specific to Infor CRM and Customer to Rillet — each maps to any object or custom field on the other side.
Contacts Person records synced with marketing and support tools. Vendor Synced with incremental and full sync per the Stacksync docs. Contacts is specific to Infor CRM and Vendor to Rillet — each maps to any object or custom field on the other side.
Leads Unqualified records synced in from marketing sources. Invoice Synced with incremental and full sync per the Stacksync docs. Leads is specific to Infor CRM and Invoice to Rillet — each maps to any object or custom field on the other side.
Opportunities Pipeline records synced out for forecasting and reporting. Credit Memo Synced with incremental and full sync per the Stacksync docs. Opportunities is specific to Infor CRM and Credit Memo to Rillet — each maps to any object or custom field on the other side.
Tickets Service records synced with helpdesk and field service systems. Bill Synced with incremental and full sync per the Stacksync docs. Tickets is specific to Infor CRM and Bill to Rillet — each maps to any object or custom field on the other side.

How changes propagate between Infor CRM and Rillet

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

Rillet Infor CRM Sub-second propagation

DetectionRillet pushes changes as they happen — webhook events backed by change data capture. Near real-time updates via change tracking.

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.
  • Rillet: Subject to the platform's API rate limits.
What ships with Infor CRM ⇄ Rillet

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor CRM or Rillet 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 Rillet record.

Observability

Monitoring

Track your Infor CRM ⇄ Rillet 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 Rillet.

How the Infor CRM and Rillet 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.

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide
How it works

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

    Choose tables

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

Infor CRM and Rillet 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 443 integrations available for Infor CRM and Rillet.

Popular · 7 of 443
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