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Unlock Unified ERP: Dynamics NAV & Infor CloudSuite Integration

Automate workflows, synchronize data in real-time, and gain a single source of truth across your finance, operations, and supply chain with an AI-powered iPaaS.

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The Challenge

The Challenge: Bridging Dynamics NAV and Infor CloudSuite Silos

Operating Dynamics NAV and Infor CloudSuite as separate systems creates significant operational inefficiencies and data inconsistencies. Without a robust integration, businesses face critical challenges that hinder growth and decision-making.

  • Manual data entry leading to errors and delays.
  • Disjointed workflows across sales, finance, and procurement.
  • Lack of real-time visibility into inventory, orders, and financial status.
  • Challenges in reconciling financial data and accelerating month-end close.
  • Complex and time-consuming custom coding for point-to-point integrations.
  • Difficulty in maintaining consistent master data (customers, items, vendors) across systems.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Integration for Dynamics NAV and Infor CloudSuite

Our AI-powered iPaaS provides a robust, low-code platform to seamlessly connect Dynamics NAV and Infor CloudSuite. We transform your disparate systems into a cohesive, automated ecosystem, ensuring real-time data flow, operational efficiency, and a unified view of your enterprise.

  • Pre-built Connectors for Dynamics NAV (OData/SOAP) and Infor CloudSuite (REST/ION)
  • Visual Drag-and-Drop Workflow Builder
  • AI-Assisted Data Mapping and Transformation
  • Real-time Event-Driven Synchronization
  • Comprehensive Error Handling and Monitoring
Implementation Timeline

Go live with Dynamics NAV + Infor CloudSuite in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics NAV and Infor CloudSuite, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics NAV + Infor CloudSuite deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Pre-built Connectors for Dynamics NAV (OData/SOAP) and Infor CloudSuite (REST/ION)
  • Visual Drag-and-Drop Workflow Builder
  • AI-Assisted Data Mapping and Transformation
  • Real-time Event-Driven Synchronization
  • Comprehensive Error Handling and Monitoring
  • Centralized Integration Governance

Dynamics NAV & Infor CloudSuite: Technical Integration Details

Our iPaaS acts as the central hub, orchestrating secure, efficient, and intelligent data exchange between Dynamics NAV and Infor CloudSuite. We bridge the native API differences, ensuring seamless communication and robust workflow automation.

Data Flow Steps

API Connectivity: Establish secure connections using Dynamics NAV Web Services (OData/SOAP) and Infor CloudSuite REST APIs via Infor OS and Infor ION.

Event Listener/Polling: Configure the iPaaS to listen for specific events (e.g., new sales order in NAV, customer update in Infor) or to poll for changes at defined intervals.

Data Extraction: Extract relevant data entities (e.g., Customer, Sales Order, Item) from the source system.

Schema Mapping & Transformation: Utilize the iPaaS's visual mapper and AI assistance to transform data from the source schema to the target schema, applying business rules, data cleansing, and enrichment.

Data Validation: Implement AI-driven and rule-based validation to ensure data quality and prevent errors from entering either system.

Data Ingestion: Ingest the transformed and validated data into the target system via its respective APIs.

Error Handling & Monitoring: Log all transactions, handle errors with retry mechanisms, and alert administrators to critical failures.

Status Updates: Synchronize transaction statuses (e.g., order fulfilled, invoice paid) back to the originating system or other relevant applications.

Data Touchpoints

Dynamics NAV: Customer, Vendor, Item, Sales Order, Purchase Order, Sales Invoice, Payment (Cash Receipt Journal), General Ledger Entry, Shipment.
Infor CloudSuite: Customer, Product / Item, Sales Order, Purchase Order, Invoice (Customer/Vendor), Inventory, Payment, General Ledger Entry, Vendor.

"Dynamics NAV (Web Services: OData/SOAP) <--> iPaaS (Connectors, Data Mapper, AI, Workflow Engine) <--> Infor CloudSuite (Infor OS, ION, REST APIs). Key flows include: eCommerce Orders to NAV & Infor; Inventory Sync; Master Data (Customer/Item/Vendor) Sync; Procure-to-Pay (NAV POs to Infor AP); Financial Transactions (NAV to Infor GL)."

Pricing

Simple, transparent pricing for Dynamics NAV + Infor CloudSuite.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Dynamics NAV

Integrating Dynamics NAV fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Mapping for Dynamics NAV and Infor CloudSuite

Our iPaaS facilitates precise, AI-assisted mapping and transformation for critical business entities, ensuring data integrity and consistency between Dynamics NAV and Infor CloudSuite.

Customer

Synchronizes customer master data, including contact information, addresses, and financial terms, ensuring a unified view for sales, service, and finance.

Dynamics NAV Fields

No. Name Address City Post Code Country/Region Code Phone No. E-Mail Currency Code Customer Posting Group Gen. Bus. Posting Group

Infor CloudSuite Fields

customerID customerName addressLine1 city state zipCode country email phone taxID creditLimit

Mapping Notes

NAV's 'No.' maps to Infor's 'customerID'. Address fields require careful concatenation/splitting and standardization. 'Customer Posting Group' and 'Gen. Bus. Posting Group' in NAV need to map to relevant financial segmentation in Infor CloudSuite.

Next Steps

See Dynamics NAV + Infor CloudSuite integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

eCommerce Order & Inventory Automation

Automatically process sales orders from your eCommerce platform into Dynamics NAV, update inventory in both NAV and Infor CloudSuite, and push fulfillment statuses back.

Integration Steps:

  1. 0 eCommerce order captured.
  2. 1 iPaaS creates Customer & Sales Order in Dynamics NAV.
  3. 2 NAV updates inventory; iPaaS syncs new inventory levels to Infor CloudSuite.
  4. 3 NAV generates shipment; iPaaS updates order status in eCommerce.
  5. 4 NAV Sales Invoice created; iPaaS pushes invoice details to Infor CloudSuite for GL posting.

Business Outcome

Zero manual order entry, real-time stock availability for customers, faster order fulfillment, accurate revenue recognition.

Frequency

Real-time, Event-driven

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Automated Order-to-Cash
Streamline sales order processing from creation in NAV to invoicing in Infor CloudSuite, reducing manual effort and accelerating cash flow.
Real-time Inventory Accuracy
Keep inventory levels consistent across Dynamics NAV, Infor CloudSuite, and eCommerce platforms, preventing overselling and optimizing stock.
Unified Financial Visibility
Gain a comprehensive, real-time view of your financial health by synchronizing GL entries and payments between NAV and Infor CloudSuite.
Enhanced Data Quality with AI
Leverage AI for intelligent data validation, deduplication, and anomaly detection, ensuring clean and consistent master data across both ERPs.
Accelerated Procure-to-Pay
Automate vendor invoice processing, matching, and approval from NAV Purchase Orders to Infor CloudSuite Accounts Payable, improving efficiency.
Reduced Integration Costs
Utilize low-code/no-code tools and reusable components to build and maintain integrations faster and more affordably than custom development.
Improved Decision Making
Access accurate, integrated data for better forecasting, resource allocation, and strategic planning across your business functions.
✨

Automated Order-to-Cash

30% Faster Order Processing

📋 What You Get

Streamline sales order processing from creation in NAV to invoicing in Infor CloudSuite, reducing manual effort and accelerating cash flow.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Order Processing, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PATCH, DELETE /ODataV4/Company('CompanyName')/Customers Manage customer records for CRM sync, order processing, and master data management.
GET, PATCH /ODataV4/Company('CompanyName')/Items Retrieve product information, update inventory levels, and synchronize pricing with eCommerce platforms.
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Create new sales orders, retrieve order details, and update order statuses from external systems like eCommerce.
GET, POST, PATCH /ODataV4/Company('CompanyName')/Vendors Manage vendor master data for procurement and accounts payable processes.
GET, POST /ODataV4/Company('CompanyName')/SalesInvoices Generate and retrieve sales invoices for financial reporting and reconciliation.
POST /ODataV4/Company('CompanyName')/GenJournalLines Post general journal entries for financial transactions, including payment applications and manual adjustments.

⚡ Transformation Logic

  • ID Harmonization: Mapping internal IDs (e.g., NAV 'No.') to external IDs (e.g., Infor 'customerID') and maintaining cross-reference tables.
  • Address Standardization: Converting various address formats into a unified, clean structure (e.g., split street, city, state, postal code).
  • Currency Conversion: Converting transaction amounts between different currencies if required, using real-time exchange rates.
  • Date/Time Formatting: Adjusting date and time formats to match the requirements of the target system.
  • Lookup & Enrichment: Enriching data by looking up related information (e.g., adding customer segment based on sales volume).
  • Conditional Logic: Applying transformations based on specific conditions (e.g., apply discount if customer type is 'VIP').
  • Nested Data Flattening/Structuring: Handling complex nested structures (like sales order lines) by flattening for one system or structuring for another.

🛡️ Error Handling

  • API authentication failures (invalid credentials, expired tokens).
  • Data validation errors (malformed data, missing required fields).
  • Business logic errors (e.g., trying to post to a closed accounting period).
  • Network connectivity issues or API timeouts.
  • Rate limit exceeded on Infor CloudSuite APIs.
  • Duplicate record creation attempts (without proper idempotency).
  • Concurrency conflicts during bi-directional updates.
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What is the best way to integrate Dynamics NAV with Infor CloudSuite?
The most robust and scalable approach is to use a modern AI-powered iPaaS (Integration Platform as a Service). This platform leverages pre-built connectors for Dynamics NAV Web Services (OData/SOAP) and Infor CloudSuite APIs (via Infor OS/ION), enabling real-time, event-driven, and bi-directional data synchronization. It handles data mapping, transformation, error handling, and workflow orchestration, significantly reducing manual effort and ensuring data consistency.

Low-Code/No-Code FAQs

▸ Can I automate workflows between Dynamics NAV and Infor CloudSuite without custom coding?
Absolutely. Modern iPaaS platforms offer low-code/no-code workflow automation tools that empower business users to visually design and deploy complex integrations with Dynamics NAV and Infor CloudSuite. These platforms provide drag-and-drop functionality, pre-built connectors, and AI-assisted mapping, significantly reducing the need for custom development and accelerating process automation.

AI Enhancements FAQs

▸ How does AI enhance Dynamics NAV and Infor CloudSuite integrations?
AI augments integrations in several powerful ways: intelligent data validation to prevent errors, anomaly detection in financial transactions, automated mapping suggestions between disparate schemas, AI-driven deduplication for master data, and predictive error resolution. This reduces manual effort, improves data quality, and introduces predictive capabilities into your integrated ERP workflows.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Dynamics NAV with Infor CloudSuite?
Common challenges include bridging different API protocols (NAV's OData/SOAP vs. Infor's REST/ION), managing data schema differences and complex transformations, ensuring real-time data synchronization for high-volume scenarios (like orders/inventory), handling authentication securely, and robustly managing errors and conflicts. A modern iPaaS is specifically designed to abstract and solve these complexities.

Technical Details FAQs

▸ How do I handle authentication for both Dynamics NAV and Infor CloudSuite APIs?
For Dynamics NAV Web Services, the primary methods are Web Service Access Keys (with a NAV user ID). For Infor CloudSuite, OAuth 2.0 (Client Credentials Grant) via Infor OS is standard. Best practice is to use dedicated NAV and Infor service accounts with minimal necessary permissions, generate API keys/OAuth credentials, and securely store these within your iPaaS platform's secrets management system, ensuring regular rotation.

Data Management FAQs

▸ How can I ensure data consistency between Dynamics NAV and Infor CloudSuite?
Data consistency is achieved through a combination of intelligent data mapping, transformation rules, and AI-driven validation logic within your iPaaS. By defining canonical data models, leveraging the iPaaS to enforce these standards, and implementing bi-directional synchronization with conflict resolution strategies, you ensure data entering or leaving either Dynamics NAV or Infor CloudSuite is always accurate and in the correct format.

Infor Specific FAQs

▸ What role does Infor ION play in this integration?
Infor ION (Intelligent Open Network) is Infor's middleware and event messaging platform. It uses standardized Business Object Documents (BODs). When integrating with an iPaaS, ION acts as a powerful messaging bus. The iPaaS can subscribe to ION events (e.g., 'New Sales Order' BOD) or publish BODs to ION, facilitating event-driven, real-time data flow and simplifying data mapping within the Infor ecosystem.

Operations & Monitoring FAQs

▸ How can I monitor the health and performance of my Dynamics NAV and Infor CloudSuite integrations?
A modern iPaaS provides centralized monitoring dashboards, real-time logging, and configurable alerting capabilities. You can set up alerts for failed integrations, API rate limit warnings, data quality issues, and performance bottlenecks. Integrating these alerts with your IT operations management tools ensures proactive identification and resolution of issues, maintaining operational continuity.
Pricing

Simple, transparent pricing for Dynamics NAV + Infor CloudSuite.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Dynamics NAV + Infor CloudSuite integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo