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CRM ⇄ ERP

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

Keep Infor CRM and Rootstock ERP 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 Rootstock ERP

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

Infor CRM holds the customer relationship; Rootstock ERP 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 Opportunities, Tickets, Activities, Campaigns in Infor CRM with Salesforce Accounts and Contacts, Sales Orders, Work Orders, Purchase Orders in Rootstock ERP 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

  • Feed marketing platform leads into Infor CRM and return status updates for campaign attribution.
  • Support a migration to another CRM by running both systems in sync during the transition.
  • Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
  • Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.

Where Rootstock ERP manages people and org data: keep Infor CRM aligned

Owners, territories, and org structure informed by Rootstock ERP stay current in Infor CRM.

Where Rootstock ERP handles order-to-cash: closed-won flows through

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

Where Rootstock ERP is the finance system of record: money status on the account

Invoice and payment state from Rootstock ERP shows on the account in Infor CRM, so reps see balances before promising the next order.

What you can sync between Infor CRM and Rootstock ERP

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 Rootstock ERP objects
Custom entities Deployment-specific objects added through the customizable entity model. Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync.
Accounts Company records matched against ERP customer masters in syncs. Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems.
Contacts Person records synced with marketing and support tools. Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools.
Leads Unqualified records synced in from marketing sources. Purchase Orders Procurement documents synced with supplier portals and AP systems.
Opportunities Pipeline records synced out for forecasting and reporting. Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems.
Tickets Service records synced with helpdesk and field service systems. Bills of Material Multi-level product structures read for costing and planning integrations.
What ships with Infor CRM ⇄ Rootstock ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor CRM or Rootstock ERP 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 Rootstock ERP record.

Observability

Monitoring

Track your Infor CRM ⇄ Rootstock ERP 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 Rootstock ERP.

How the Infor CRM and Rootstock ERP 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.

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works

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

    Choose tables

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

Infor CRM and Rootstock ERP integration FAQ

SECURITY

Security teams love 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 386 integrations available for Infor CRM and Rootstock ERP.

Popular · 8 of 386
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