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ERP ⇄ CRM

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

Keep Infor WMS and Veeva CRM 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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Why teams connect Infor WMS and Veeva CRM

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

Veeva CRM 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 Calls, Medical Inquiries, Sample Transactions, Consent Records in Veeva CRM with Inventory, Receipts / ASNs, Shipment Orders, Waves 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

  • Keep consent records aligned between Veeva and marketing platforms so channel opt-outs are enforced everywhere.
  • Feed territory alignments from a roster system into Veeva as field teams change.
  • Mirror ASN and receipt data into procurement so buyers see received quantities without logging into the WMS
  • Consolidate task and labor data into a BI warehouse for productivity reporting

Where Infor WMS manages people and org data: keep Veeva CRM aligned

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

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

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

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

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

What you can sync between Infor WMS and Veeva CRM

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 WMS objects Veeva CRM objects
Waves Wave assignments group orders for fulfillment and can be reported outward. Territories and Alignments Rep-to-account assignments, often fed from a roster or alignment system.
Tasks Warehouse task data supports labor and productivity reporting in BI tools. Events Medical events and speaker programs managed through Veeva's events capabilities.
Locations Bin and zone definitions scope inventory records during mapping. Approved Email Activity Sent-email records from Veeva Approved Email, used in engagement reporting.
Shipments Ship confirmations and tracking references flow back to the order source system. Accounts (HCPs and HCOs) Healthcare professionals and organizations; the central entity most syncs key on.
Appointments Dock appointment data coordinates carriers and yard operations with external schedules. Calls Recorded visits and interactions with HCPs, including samples dropped and key messages shown.
Items Item definitions keep the WMS aligned with the ERP or OMS item master. Medical Inquiries Information requests captured in the field and routed to medical affairs.
What ships with Infor WMS ⇄ Veeva CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor WMS or Veeva CRM 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 WMS or Veeva CRM record.

Observability

Monitoring

Track your Infor WMS ⇄ Veeva CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Infor WMS and Veeva CRM.

How the Infor WMS and Veeva CRM connectors work

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

Veeva CRM

Integration surface
Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
Authentication
OAuth 2.0
Change detection
Polling on record modification timestamps; platform event streams where the underlying org enables them
Capabilities
read · write
Rate limits
Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works

How to connect Infor WMS to Veeva CRM — 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 WMS and Veeva CRM 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 WMS connected
    Veeva CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Infor WMS and Veeva CRM 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 Infor WMS and Veeva CRM.

Popular · 8 of 386
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