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CRM ⇄ Business productivity

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

Keep Infor CRM and Sysaid in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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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 Sysaid

Sync what happens in Sysaid with the customer records in Infor CRM, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Sysaid holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Incidents, Service Requests, Problems, Changes in Sysaid to Contacts, Leads, Opportunities, Tickets in Infor CRM with bi-directional, real-time sync. Activity and record changes in Sysaid update the matching contact or account in Infor CRM, and CRM data flows the other way wherever Sysaid can store and use it.

Common use cases

  • 01 Mirror Assets and Configuration Items with an external CMDB or asset database so inventory and ticket linkage share one source of truth.
  • 02 Stream Service Records into a warehouse for SLA, backlog, and MTTR reporting without manual CSV exports.
  • 03 Support a migration to another CRM by running both systems in sync during the transition.
  • 04 Run a two-way sync between Infor CRM accounts and contacts and a Postgres database so internal tools read CRM data with SQL.

Common sync patterns

Where Sysaid handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Infor CRM, so sales sees open issues before the next call.

Where Sysaid supplies contact or company data

Enriched fields land directly on records in Infor CRM, and refreshes keep them from going stale.

Where Sysaid can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Infor CRM sync into Sysaid, so people working there have the context without switching tools.

What you can sync between Infor CRM and Sysaid

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 Sysaid objects How this pairing syncs
Tickets Service records synced with helpdesk and field service systems. Configuration Items (CIs) CMDB entries and their relationships; synced with an external CMDB or asset database for one inventory view. Tickets is specific to Infor CRM and Configuration Items (CIs) to Sysaid — each maps to any object or custom field on the other side.
Activities Calls, meetings, and tasks synced for engagement reporting. Companies Customer and department organizations that scope tickets and users; mapped to Accounts in a CRM or org tables in a database. Activities is specific to Infor CRM and Companies to Sysaid — each maps to any object or custom field on the other side.
Campaigns Marketing containers linked to leads and opportunities. Custom Fields Org-specific fields on service records, discoverable through the API so mappings can be generated without hardcoding names. Campaigns is specific to Infor CRM and Custom Fields to Sysaid — each maps to any object or custom field on the other side.
Custom entities Deployment-specific objects added through the customizable entity model. Incidents Break/fix tickets under /api/v1/sr with type=incident; created and updated two-way with status, priority, assignee, category, and SLA fields. Custom entities is specific to Infor CRM and Incidents to Sysaid — each maps to any object or custom field on the other side.
Accounts Company records matched against ERP customer masters in syncs. Service Requests Catalog and help-desk requests on the same /sr endpoint (type=request); written or read so fulfillment can be driven from another system. Accounts is specific to Infor CRM and Service Requests to Sysaid — each maps to any object or custom field on the other side.
Contacts Person records synced with marketing and support tools. Problems Root-cause records that group related incidents; read and written to keep problem management aligned with an external ITSM or reporting store. Contacts is specific to Infor CRM and Problems to Sysaid — each maps to any object or custom field on the other side.

How changes propagate between Infor CRM and Sysaid

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

Sysaid Infor CRM Sub-second propagation

DetectionSysaid notifies Stacksync of record changes through webhook events. Webhooks (beta) push sr.created and sr.updated events with changed-field diffs and an X-Sysaid-Signature.

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.
  • Sysaid: Requests are throttled per the X-RateLimit-Limit / -Remaining / -Reset headers; list calls are paginated with a limit parameter and each org is capped at 100 application keys.
What ships with Infor CRM ⇄ Sysaid

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor CRM or Sysaid 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 Sysaid record.

Observability

Monitoring

Track your Infor CRM ⇄ Sysaid 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 Sysaid.

How the Infor CRM and Sysaid 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.

Sysaid

Integration surface
REST API (JSON)
Authentication
Client-credentials app keys: an application key (clientId/clientSecret) is created via /v1/application-keys, then exchanged at /v1/access-tokens for a bearer token (default 24h, up to 30 days); an x-sysaid-accountid header scopes the account. Legacy V0 uses session-cookie login.
Change detection
Webhooks (beta) push sr.created and sr.updated events with changed-field diffs and an X-Sysaid-Signature; otherwise poll the /sr endpoint filtering on update_time.gte.
Capabilities
read · write · webhooks
Rate limits
Requests are throttled per the X-RateLimit-Limit / -Remaining / -Reset headers; list calls are paginated with a limit parameter and each org is capped at 100 application keys.
How it works

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

    Choose tables

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

Infor CRM and Sysaid 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.

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DPF US-EU-UK-CH
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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 527 integrations available for Infor CRM and Sysaid.

Popular · 8 of 527
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