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CRM ⇄ ERP

Close to Infor CloudSuite integration — real-time, two-way sync

Keep Close and Infor CloudSuite 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 Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Close and Infor CloudSuite

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

Close holds the customer relationship; Infor CloudSuite 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 Smart Views, Leads, Contacts, Opportunities in Close with Inventory balances, GL journal entries, Items, Customers in Infor CloudSuite 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

  • Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
  • Sync Close leads and opportunities into Postgres or a warehouse for pipeline reporting outside Close's built-in reports.
  • Replicate ERP data into a warehouse for reporting without building custom ION integrations.
  • Keep supplier and purchase order data aligned with procurement and AP automation tools.

Where Infor CloudSuite manages people and org data: keep Close aligned

Owners, territories, and org structure informed by Infor CloudSuite stay current in Close.

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

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

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

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

What you can sync between Close and Infor CloudSuite

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.

Close objects Infor CloudSuite objects
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Inventory balances On-hand quantities exposed so external channels quote against real stock.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. GL journal entries Financial postings replicated for consolidated reporting.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Items Product and material masters synced to commerce, CRM, and planning tools.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Customers Account masters matched against CRM records in two-way syncs.
Users Sales reps referenced as owners on leads, opportunities, and activities. Suppliers / vendors Procurement counterparties synced with sourcing and AP tools.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Sales orders Demand-side documents synced in from commerce channels and out for fulfillment visibility.
What ships with Close ⇄ Infor CloudSuite

Connect Close and Infor CloudSuite for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Infor CloudSuite 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 Close or Infor CloudSuite record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Close and Infor CloudSuite.

How the Close and Infor CloudSuite connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

Infor CloudSuite

Integration surface
REST APIs exposed through the Infor ION API gateway; integration payloads are standardized as Business Object Documents (BODs)
Authentication
OAuth 2.0 via Infor OS / ION API credentials
Change detection
Event-style BOD publications through Infor ION where configured; otherwise polling
Capabilities
read · write
Rate limits
Subject to the ION API gateway's rate limiting policies for the tenant.
How it works

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

    Choose tables

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

Close and Infor CloudSuite 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 Close and Infor CloudSuite.

Popular · 8 of 386
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