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CRM ⇄ ERP

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

Keep Close and Infor WMS 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 Close and Infor WMS

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

Close holds the customer relationship; Infor WMS 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 Users, Smart Views, Leads, Contacts in Close with Waves, Tasks, Locations, Shipments in Infor WMS 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

  • Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
  • Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
  • Push sales orders from an ERP into the WMS for wave planning and picking, then return status updates
  • Send shipment confirmations and tracking numbers back to the order system when the WMS ships

One customer master

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

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

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

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

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

What you can sync between Close and Infor WMS

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 WMS objects
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Inventory On-hand quantities by location feed available-to-promise in order-taking systems.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Receipts / ASNs Advance shipment notices and receipt confirmations sync with procurement systems.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Shipment Orders Outbound orders arrive from the ERP or OMS for allocation and picking.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Waves Wave assignments group orders for fulfillment and can be reported outward.
Users Sales reps referenced as owners on leads, opportunities, and activities. Tasks Warehouse task data supports labor and productivity reporting in BI tools.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Locations Bin and zone definitions scope inventory records during mapping.
What ships with Close ⇄ Infor WMS

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Infor WMS 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 WMS record.

Observability

Monitoring

Track your Close ⇄ Infor WMS 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 WMS.

How the Close and Infor WMS 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 WMS

Integration surface
REST API via the Infor OS / ION API gateway (cloud deployments run inside Infor CloudSuite)
Authentication
OAuth 2.0 via Infor OS
Change detection
ION event publishing 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 Close to Infor WMS — 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 WMS 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 WMS connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Close and Infor WMS 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 WMS.

Popular · 8 of 386
All Close integrations All Infor WMS integrations Browse all integrations
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