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ERP ⇄ CRM

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

Keep Infor M3 and Vitally 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

Case study
Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Infor M3 and Vitally

Close the gap between front office and back office: Vitally and Infor M3 share customers and status in real time, in both directions.

Vitally holds the customer relationship; Infor M3 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 Organization, Task, Note, Conversation in Vitally with Inventory Balances, Invoices, Warehouses, Price Lists in Infor M3 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

  • 01 Mirror product-usage traits and NPS responses into a warehouse for retention and expansion reporting.
  • 02 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
  • 03 Mirror M3 customers and invoices into a CRM or warehouse so sales and finance share one AR view
  • 04 Feed manufacturing order status to a customer portal for order tracking in fashion, food, or equipment supply chains

Common sync patterns

Where Infor M3 handles order-to-cash: closed-won flows through

A deal won in Vitally creates or updates the customer in Infor M3 with clean data, so fulfillment and invoicing start without re-entry.

Where Infor M3 is the finance system of record: money status on the account

Invoice and payment state from Infor M3 shows on the account in Vitally, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between Infor M3 and Vitally

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 Vitally objects How this pairing syncs
Purchase Orders PO headers and lines sync outward so buyers and receiving teams see the same demand. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Purchase Orders is specific to Infor M3 and Account to Vitally — 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. User End users tied to accounts, including activity and custom traits. Manufacturing Orders is specific to Infor M3 and User to Vitally — each maps to any object or custom field on the other side.
Inventory Balances On-hand quantities by warehouse drive available-to-promise in downstream channels. Organization Parent organizations for hierarchical B2B account structures. Inventory Balances is specific to Infor M3 and Organization to Vitally — each maps to any object or custom field on the other side.
Invoices Billing documents flow to finance and CRM tools for AR visibility. Task CS tasks and follow-ups, readable and writable for workflow sync. Invoices is specific to Infor M3 and Task to Vitally — each maps to any object or custom field on the other side.
Warehouses Warehouse and facility records scope inventory and order data during mapping. Note Account and user notes captured by success teams. Warehouses is specific to Infor M3 and Note to Vitally — 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. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Price Lists is specific to Infor M3 and Conversation to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Infor M3 and Vitally

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

Vitally Infor M3 Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

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.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Infor M3 ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor M3 or Vitally 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 Vitally record.

Observability

Monitoring

Track your Infor M3 ⇄ Vitally 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 Vitally.

How the Infor M3 and Vitally 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

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

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

    Choose tables

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

Infor M3 and Vitally 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 390 integrations available for Infor M3 and Vitally.

Popular · 8 of 390
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