Infor Integration
The B2B quoting layer for Infor CloudSuite.
Item and customer sync from Infor CloudSuite, with sales order creation on acceptance.
Connector Technical Specs
Integration Overview
How TackQuote connects with Infor
Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.
TackQuote connects to Infor CloudSuite (M3/LN) via the Infor ION API so quotes are built from live item records and accepted quotes are written back as Infor sales/customer orders. Item, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, and orders are created the moment a quote is accepted.
Bi-Directional Sync
Data objects synchronized between systems
Here is exactly how data flows between TackQuote and Infor to maintain complete system alignment.
Master Price Book Sync
Sync contract pricing matrices, volume discount tiers, and customer-specific price books from Infor.
Sales Order & Invoice Post
Post accepted quotes directly as sales orders or accounts receivable invoices into Infor GL accounts.
Net Terms & Credit Limit Check
Validate buyer credit balances and payment terms in Infor before enabling Net-30 quote checkout.
Tax Code & AR Ledger Mapping
Align tax jurisdiction codes and line-item revenue accounts across Infor and TackQuote.
Capabilities
What's included in the Infor connector
Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.
Item & Price Sync
TackQuote pulls Infor items and pricing into the quote builder on a scheduled cadence through the ION API.
Order Creation
Accepted quotes create Infor customer/sales orders with items, quantities, and customer mapping.
Customer Sync
TackQuote matches buyers to Infor customers and creates new records where needed.
Inventory Awareness
Warehouse availability pulls into TackQuote so reps quote against real stock.
Setup Guide
4 steps to connect Infor
TackQuote connects to Infor CloudSuite through the Infor ION API using an OAuth service account. Items refresh every two hours; orders are pushed on acceptance.
Provision ION API access
In Infor OS, create an authorized app and download the credentials (.ionapi) for a service account with the required data access.
Connect in TackQuote
Upload the ION API credentials in TackQuote Integrations → Infor and select your tenant/company. TackQuote begins the item sync.
Map items and order defaults
Confirm price list and warehouse mapping and set the order defaults used on acceptance.
Go live
Build quotes from live Infor items. Accepted quotes create orders and matched customers automatically.
Requirements
What you need to get started
Prerequisites for authenticating Infor with your TackQuote tenant.
- Infor CloudSuite (M3 or LN) with ION API access
- Authorized ION API application and service account
- Data access to items, customers, and order objects
- TackQuote Pro plan or above
All integrations included
No per-connector fees, middleware subscriptions, or hidden charges. Connect Infor and all 63+ connectors under your standard TackQuote plan.
FAQ
Frequently asked questions about Infor
Which Infor products does this cover?
TackQuote integrates through the Infor ION API, which fronts CloudSuite products such as M3 and LN. Exact object mapping is confirmed during setup for your deployment.
What do I need to connect TackQuote to Infor?
An authorized ION API application with downloaded .ionapi credentials for a service account, plus TackQuote Pro plan or above.
How current is the item data used in quotes?
Items and pricing refresh on a two-hour scheduled pull plus an on-demand refresh, while orders and customer records push to Infor immediately on acceptance.
Workflow Ecosystem
Works seamlessly alongside Infor
Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.
Ready to connect Infor?
Start your free 14-day TackQuote trial. Connect Infor in under 5 minutes with zero credit card required.