Real-time
Real-time sync
Changes in Infor M3 or Tableau instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ Analytics
Infor M3 to Tableau integration — real-time data sync
Keep Infor M3 and Tableau 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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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Infor M3 and Tableau
Put Infor M3's records into Tableau as live data for reporting and dashboards, without nightly exports, and send the segments and metrics Tableau computes back where Infor M3 can use them.
Tableau is a read-only source: Stacksync reads its data in real time and delivers it into Infor M3, so Infor M3 always reflects the current state of Tableau — without exports, scripts, or schedulers.
ERP data is some of the most requested data for analysis and some of the hardest to pull: the record types are many, the APIs are strict, and export jobs break on every upgrade. Whether Infor M3 carries financials, operations, workforce data, or all three, those numbers belong in Tableau, next to the product, behavioral, and web data the team already measures.
Common use cases
- 01 Mirror the Projects and Workbooks content hierarchy into an internal catalog so teams discover dashboards from a central index.
- 02 Track Extract Refresh Tasks and DatasourceRefreshFailed webhook events to raise alerts in a database or ticketing system when refreshes fail.
- 03 Keep supplier and purchase order data aligned between M3 and procurement tools
- 04 Consolidate M3 transactional data into an analytics database for cross-plant reporting
Common sync patterns
Where Infor M3 runs operations: inventory and fulfillment metrics
Operational records from Infor M3 become measurable in Tableau, joinable with the rest of what the company tracks for supply and fulfillment reporting.
Where Infor M3 is the HR system of record: workforce and cost analysis
Worker and organization data from Infor M3 syncs into Tableau for headcount, cost, and utilization reporting alongside other company data.
Write-back where Infor M3 exposes writable fields: segments and scores return
Segments, scores, or metrics computed in Tableau sync onto the matching records in Infor M3, so operations act on what the analysis found.
What you can sync between Infor M3 and Tableau
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 | Tableau objects | How this pairing syncs | |
|---|---|---|---|
| Warehouses Warehouse and facility records scope inventory and order data during mapping. | Databases and Tables External assets indexed by Tableau Catalog; queried via the Metadata API GraphQL endpoint for lineage and impact analysis. | Warehouses is specific to Infor M3 and Databases and Tables to Tableau — each maps to any object or custom field on the other side. | |
| Price Lists Pricing data keeps quoting tools consistent with the prices M3 will actually invoice. | Extract Refresh Tasks Scheduled extract refreshes; status and history read via REST, with DatasourceRefreshSucceeded and Failed events delivered by webhooks. | Price Lists is specific to Infor M3 and Extract Refresh Tasks to Tableau — each maps to any object or custom field on the other side. | |
| Items Item master records provide the SKU, unit, and attribute data other systems price and sell against. | Fields and Columns Columns and calculated fields with their descriptions, exposed by the Metadata API; read to populate a data catalog with governed definitions. | Items is specific to Infor M3 and Fields and Columns to Tableau — 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. | Published Data Sources Published data sources (.tdsx); their underlying rows are read via the VizQL Data Service, and refresh state is tracked through content webhooks. | Customers is specific to Infor M3 and Published Data Sources to Tableau — each maps to any object or custom field on the other side. | |
| Suppliers Supplier records align procurement tools with the vendors M3 purchases from. | Workbooks Workbook content and metadata read via the REST and Metadata APIs; create, update, and delete events fire webhooks for change detection. | Suppliers is specific to Infor M3 and Workbooks to Tableau — 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. | Views Worksheets and dashboards inside workbooks; their data and crosstab export as CSV via the REST query-view-data endpoint. | Customer Orders is specific to Infor M3 and Views to Tableau — each maps to any object or custom field on the other side. |
How changes propagate between Infor M3 and Tableau
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 Tableau 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.
DeliveryTableau does not accept inbound record writes, so this direction carries requests rather than records: Tableau's output flows back as field updates on the originating Infor M3 records.
Tableau Infor M3 Sub-second propagation
DetectionTableau notifies Stacksync of record changes through webhook events. Webhooks fire on workbook and data source create/update/delete and extract refresh events.
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.
- Tableau: Tableau Cloud enforces per-site REST rate limits and returns HTTP 429; a PAT allows only one concurrent session and expires after 15 consecutive days of non-use.
What ships with Infor M3 ⇄ Tableau
Connect Infor M3 and Tableau for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Infor M3–Tableau connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Infor M3 or Tableau 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 Tableau record.
Observability
Monitoring
Track your Infor M3 ⇄ Tableau 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 Tableau.
How the Infor M3 and Tableau 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
Tableau
- Integration surface
- REST API, Metadata API (GraphQL), and VizQL Data Service
- Authentication
- Sign-in via Personal Access Token (PAT) or username/password returns a credentials token sent as the X-Tableau-Auth header; Connected Apps issue JWTs for OAuth-style access. One active session per PAT.
- Change detection
- Webhooks fire on workbook and data source create/update/delete and extract refresh events; otherwise content and metadata are polled via REST list endpoints (updatedAt) and the Metadata API.
- Capabilities
- read · webhooks
- Rate limits
- Tableau Cloud enforces per-site REST rate limits and returns HTTP 429; a PAT allows only one concurrent session and expires after 15 consecutive days of non-use.
How it works
How to connect Infor M3 to Tableau — 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.
- 01
Connect your apps
Authenticate Infor M3 and Tableau with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Infor M3
connected
Tableau
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Infor M3 and Tableau 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.
objects · Infor M3 ⇄ TableauCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Infor M3 TableauCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Infor M3 and Tableau integration FAQ
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Yes. Stacksync provides a managed, real-time integration between Infor M3 and Tableau — Tableau is a read-only source, so data flows from it into the other system: authenticate both systems, choose the objects to sync, map fields visually, and changes propagate in milliseconds — no code required.
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Tableau: REST API calls are versioned (e.g. 3.x) and tied to the Tableau Server or Cloud release; older servers cap the available API version and endpoints. Infor M3: M3 business logic is exposed through M3 API programs (MI programs), which Infor publishes as REST endpoints through the ION API gateway rather than as a single flat resource model. Stacksync's field mapping accounts for these differences between Infor M3 and Tableau without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Infor M3 and Tableau records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Infor M3 and Tableau connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Infor M3–Tableau integration in-house.
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Yes — Stacksync ships production-grade connectors for both Infor M3 and Tableau. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Infor M3: Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints. On Tableau: Webhooks fire on workbook and data source create/update/delete and extract refresh events; otherwise content and metadata are polled via REST list endpoints (updatedAt) and the Metadata API. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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.
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:
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