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ERP ⇄ Marketing

Infor M3 to Rollworks integration — real-time, two-way sync

Keep Infor M3 and Rollworks 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 M3 and Rollworks

Feed the real customer, order, and revenue records from Infor M3 into Rollworks so campaigns run on who actually bought what, and let contact and consent changes flow back in real time.

Marketing runs on lists of people, but the list rarely knows which of those people are paying customers, what they ordered, or what they are worth. Infor M3 holds exactly that: Suppliers, Customer Orders, Purchase Orders, Manufacturing Orders that record who the customer is, what they bought, and what they owe. When the two are joined only by a periodic export, campaigns go out against stale audiences, existing customers get prospecting emails, high-value accounts look the same as cold leads, and a canceled order still counts toward a segment.

Stacksync syncs Suppliers, Customer Orders, Purchase Orders, Manufacturing Orders in Infor M3 with Accounts (TAL Items), Audience Segments, Campaigns, Ad Groups and Ads in Rollworks in real time, and where both sides accept writes, in both directions. Customer, order, and invoice data maps field by field onto the contacts, audiences, or accounts Rollworks works with, so segmentation and personalization run on current purchase history instead of a month-old snapshot. Contact details and consent changes that originate in Rollworks flow back onto the record in Infor M3.

The strongest bridge between the two is identity and purchase history, who the customer is and what they have bought, so that is where most of the value sits. Because the sync is field-level, each system keeps the attributes the other has no use for; only the shared records are held in agreement.

Common use cases

  • 01 Keep supplier and purchase order data aligned between M3 and procurement tools
  • 02 Consolidate M3 transactional data into an analytics database for cross-plant reporting
  • 03 Consolidate account-level ad engagement by domain into a reporting database to join RollWorks spend against CRM Opportunities.
  • 04 Push a Target Account List from a CRM or warehouse into RollWorks, keeping Accounts (domains) and their Account Tiers aligned as the source data changes.

Common sync patterns

One customer identity across both systems

A person or company's contact details corrected in either system update the other, so marketing and the back office stop maintaining separate versions of the same record.

Lifecycle triggers from back-office events

A first order, a renewal, or a lapsed account recorded in Infor M3 appears in Rollworks within seconds, ready to start or stop a lifecycle campaign.

Where Rollworks captures new people: signups become customer records

Registrations, form fills, or new subscribers in Rollworks create or update the corresponding record in Infor M3, so the back office sees them without anyone re-keying.

What you can sync between Infor M3 and Rollworks

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 M3 objects Rollworks objects How this pairing syncs
Items Item master records provide the SKU, unit, and attribute data other systems price and sell against. Account Tiers Groups within a Target Account List; an account belongs to only one tier per list, so tier assignments are written from source-of-truth data to drive tiered targeting. Items is specific to Infor M3 and Account Tiers to Rollworks — each maps to any object or custom field on the other side.
Customers Customer master records sync with CRM account records to keep one shared customer file. Accounts (TAL Items) Individual accounts identified by domain; added or removed via the tier items endpoint (POST/DELETE) so an operational database can control which domains are targeted. Customers is specific to Infor M3 and Accounts (TAL Items) to Rollworks — each maps to any object or custom field on the other side.
Suppliers Supplier records align procurement tools with the vendors M3 purchases from. Audience Segments CRM (email), custom (cookie or ID), and lookalike segments created via /audience/v1/segments; membership is written from a warehouse with a duration of 1 to 540 days. Suppliers is specific to Infor M3 and Audience Segments to Rollworks — each maps to any object or custom field on the other side.
Customer Orders Orders created in commerce or CRM systems land in M3 for fulfillment and invoicing. Campaigns Prospecting v2 campaigns running on Web and LinkedIn with budget, KPI, and flight settings; created and edited via API and read back for status and pacing. Customer Orders is specific to Infor M3 and Campaigns to Rollworks — each maps to any object or custom field on the other side.
Purchase Orders PO headers and lines sync outward so buyers and receiving teams see the same demand. Ad Groups and Ads Campaign subdivisions carrying attribute, contextual, geo, and device targeting plus creative; read and written to keep targeting aligned with an internal planning system. Purchase Orders is specific to Infor M3 and Ad Groups and Ads to Rollworks — each maps to any object or custom field on the other side.
Manufacturing Orders Production order status feeds portals and CRMs so promised dates reflect the shop floor. Reporting and Attribution Delivery and attribution metrics (impressions, clicks, cost, conversions, view-throughs) from the GraphQL Reporting API; read-only, aggregated by campaign, ad, and account domain. Manufacturing Orders is specific to Infor M3 and Reporting and Attribution to Rollworks — each maps to any object or custom field on the other side.

How changes propagate between Infor M3 and Rollworks

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 M3 Rollworks Sub-second propagation

DetectionInfor M3 notifies Stacksync of record changes through webhook events. Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints.

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

Rollworks Infor M3 Interval-based propagation

DetectionStacksync polls Rollworks for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule.

DeliveryEach detected change is written to Infor M3 through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Infor M3: Subject to Infor ION API gateway throttling policies.
  • Rollworks: NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
What ships with Infor M3 ⇄ Rollworks

Connect Infor M3 and Rollworks for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Infor M3–Rollworks connection.

Real-time

Two-way sync

Changes in Infor M3 or Rollworks instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor M3 or Rollworks 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 M3 or Rollworks record.

Observability

Monitoring

Track your Infor M3 ⇄ Rollworks sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Infor M3 and Rollworks.

How the Infor M3 and Rollworks connectors work

Infor M3

Integration surface
REST API (M3 API programs exposed through the Infor ION API gateway)
Authentication
OAuth 2.0 via Infor OS / ION API authorization
Change detection
Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints
Capabilities
read · write · webhooks
Rate limits
Subject to Infor ION API gateway throttling policies

Rollworks

Integration surface
REST APIs (Audience, Prospecting v2) plus a GraphQL Reporting API
Authentication
OAuth 2.0 via NextRoll (Authorization Code grant, Bearer tokens per RFC 6749/6750); Personal Access Tokens supported for server-side scripts
Change detection
Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published
Capabilities
read · write
Rate limits
NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
How it works

How to connect Infor M3 to Rollworks — 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 M3 and Rollworks 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 M3 connected
    Rollworks connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Infor M3 and Rollworks 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 M3 ⇄ Rollworks
    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 M3 Rollworks
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Infor M3 and Rollworks 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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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 369 integrations available for Infor M3 and Rollworks.

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