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CRM ⇄ ERP

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

Keep Affinity and Infor M3 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 Mulesoft
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Migrated from Fivetran
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Why teams connect Affinity and Infor M3

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

Affinity 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 Notes, Interactions, Reminders, Lists in Affinity with Suppliers, Customer Orders, Purchase Orders, Manufacturing Orders 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

  • Sync notes and reminders into project or task systems used outside the deal team.
  • Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
  • Feed manufacturing order status to a customer portal for order tracking in fashion, food, or equipment supply chains
  • Keep supplier and purchase order data aligned between M3 and procurement tools

Where Infor M3 manages people and org data: keep Affinity aligned

Owners, territories, and org structure informed by Infor M3 stay current in Affinity.

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

A deal won in Affinity 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 Affinity, so reps see balances before promising the next order.

What you can sync between Affinity and Infor M3

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.

Affinity objects Infor M3 objects
Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. Invoices Billing documents flow to finance and CRM tools for AR visibility.
Organizations Company records matched to accounts in other systems by domain. Warehouses Warehouse and facility records scope inventory and order data during mapping.
Opportunities Deal records tracked on lists and synced with pipeline reporting. Price Lists Pricing data keeps quoting tools consistent with the prices M3 will actually invoice.
Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. Items Item master records provide the SKU, unit, and attribute data other systems price and sell against.
Notes Meeting and call notes synced for record-keeping in other systems. Customers Customer master records sync with CRM account records to keep one shared customer file.
Interactions Automatically captured emails and meetings, read for activity reporting. Suppliers Supplier records align procurement tools with the vendors M3 purchases from.
What ships with Affinity ⇄ Infor M3

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

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

Trading partners

EDI

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

How the Affinity and Infor M3 connectors work

Affinity

Integration surface
REST API
Authentication
API key
Change detection
Webhook subscriptions for record events, supplemented by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits

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
How it works

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

    Choose tables

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

Affinity and Infor M3 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 Affinity and Infor M3.

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