Integration Hero
Connect™

Unify Your Financials & Payments: Infor M3 and Heartland Integration

Achieve real-time accuracy, automate workflows, and ensure PCI compliance across your ERP and payment ecosystem with a powerful iPaaS.

Get Pricing

See how it works
The Challenge

The Disconnect Between ERP and Payment Processing

Many businesses struggle with fragmented operations when their core ERP (Infor M3) and payment processing systems (Heartland) operate in silos. This leads to inefficiencies, delays, and significant compliance risks.

  • Manual data entry for sales orders, payments, and refunds into Infor M3 from Heartland systems.
  • Delayed or inaccurate financial reconciliation due to disparate transaction data.
  • Inconsistent customer and product information across ERP, POS, and payment platforms.
  • Risk of overselling or stockouts due to non-real-time inventory updates.
  • Challenges in maintaining PCI DSS compliance across all payment touchpoints.
  • Slow financial closes and difficulty generating accurate, consolidated reports.
Integration Diagram
Solution Illustration
The Solution

Seamless Infor M3 & Heartland Integration with an AI-Powered iPaaS

Our intelligent Integration Platform as a Service (iPaaS) provides a secure, scalable, and low-code solution to connect Infor M3 and Heartland. It orchestrates real-time data flows, automates critical business processes, and ensures data integrity and compliance across your entire ecosystem.

  • Real-time Order-to-Cash Automation
  • Automated Financial Data Synchronization
  • Unified Customer and Product Master Data Management
  • PCI DSS Compliant Payment Processing Flows
  • Intelligent Error Handling and Reconciliation
Implementation Timeline

Go live with Infor M3 & Heartland + | Real-time ERP & Payments 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 Infor M3 & Heartland and | Real-time ERP & Payments, 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 Infor M3 & Heartland + | Real-time ERP & Payments deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Real-time Order-to-Cash Automation
  • Automated Financial Data Synchronization
  • Unified Customer and Product Master Data Management
  • PCI DSS Compliant Payment Processing Flows
  • Intelligent Error Handling and Reconciliation
  • Low-Code/No-Code Workflow Design

Infor M3 & Heartland Integration: A Technical Deep Dive

Our iPaaS provides robust, bi-directional connectivity between Infor M3 and Heartland, orchestrating complex workflows with precision and security. The integration leverages both systems' native API capabilities and event-driven mechanisms for optimal performance.

Data Flow Steps

Secure Connection Establishment: Utilize OAuth 2.0 via Infor OS for M3 APIs and Heartland's OAuth 2.0 for payment APIs. Configure IP whitelisting and secure credential management.

Event-Driven Triggers: Configure Infor M3 to publish business events (BODs) via Infor ION (e.g., new Sales Order, Inventory update). Set up webhooks in Heartland for payment transaction status changes, new customers, or settlement batches.

Data Ingestion & Transformation: The iPaaS listens for these events or polls for changes (where webhooks are unavailable). Raw data is ingested and then transformed using a visual mapping canvas to match the target system's schema, including M3's specific field lengths and Heartland's transaction types.

Business Logic & Validation: Apply business rules (e.g., tax calculations, GL account determination based on Heartland sales categories) and validate data quality before sending it to the target system. AI-assisted validation flags anomalies.

API Invocation: The iPaaS calls the appropriate M3 APIs (e.g., `OIS100MI/AddHead`, `GLS200MI/Add`) or Heartland APIs (e.g., `/v1/payments/transactions`, `/v1/customers`) to create or update records.

Error Handling & Monitoring: Implement intelligent retry mechanisms, dead-letter queues, and real-time alerts for any failed transactions or API errors, ensuring data consistency and minimal downtime.

Status Updates & Reconciliation: Update original source systems with processing status and facilitate reconciliation reports for financial auditing.

Data Touchpoints

Infor M3: Sales Orders (OIS100), Customer (CRS610), Product/Item (MMS200), Inventory Balance (MMS080), General Ledger Entry (GLS200), Invoice (OIS300), Purchase Order (PPS100), Supplier (CRS620).
Heartland: Payment Transaction, Customer, Order, Product/SKU, Settlement Batch, Refund, Employee, Payroll Record.

"Infor M3 <--> iPaaS <--> Heartland: Data flows bi-directionally. Infor M3 publishes events (ION) for master data, inventory, and order status. Heartland sends webhooks for payment transactions, refunds, and settlement. iPaaS acts as the central orchestrator, transforming and routing data, ensuring real-time synchronization for Order-to-Cash, Financial Reconciliation, and Master Data Management."

Pricing

Simple, transparent pricing for Infor M3 & Heartland + | Real-time ERP & Payments.

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
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Infor M3 & Heartland

Integrating Infor M3 & Heartland 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 Infor M3 and Heartland

Our iPaaS provides a visual canvas to map critical entities between Infor M3 and Heartland, ensuring data consistency and integrity. AI-assisted mapping accelerates this process, suggesting optimal field connections and transformation logic.

Customer

Synchronizes customer details for sales, payment processing, and loyalty programs.

Infor M3 & Heartland Fields

CUNO (Customer Number) CUNM (Customer Name) YREF (Your Reference) ADID (Address ID) PHNO (Phone Number) EMAL (Email) CRTE (Credit Terms)

| Real-time ERP & Payments Fields

customerId firstName lastName email phone address heartlandCustomerId

Mapping Notes

Map Infor M3's `CUNO` to Heartland's `customerId` for a unified identifier. Address fields require careful parsing and mapping to Heartland's structured address format. Deduplication logic is crucial when syncing from multiple sources (e.g., CRM, eCommerce).

Next Steps

See Infor M3 & Heartland + | Real-time ERP & Payments 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.

Automated eCommerce Order-to-Cash with Heartland Payments

Customers place orders on an eCommerce platform. The iPaaS captures the order, creates a Sales Order (OIS100) in Infor M3, processes the payment securely through Heartland, and updates M3's Accounts Receivable and General Ledger. Real-time inventory (MMS080) is updated in M3 and pushed back to the eCommerce platform.

Integration Steps:

  1. 0 eCommerce order placed, triggering webhook.
  2. 1 iPaaS receives order, creates Infor M3 Sales Order (OIS100) and Customer (CRS610) if new.
  3. 2 iPaaS initiates payment authorization/capture via Heartland API (`/v1/payments/transactions`).
  4. 3 Heartland processes payment, returns transaction status.
  5. 4 iPaaS updates Infor M3 Sales Order status and posts Invoice (OIS300) and GL entries (GLS200).
  6. 5 Inventory (MMS080) adjusted in M3 and synced back to eCommerce.
  7. 6 Heartland payment transaction linked to M3 invoice for reconciliation.

Business Outcome

Accelerated order fulfillment, real-time revenue recognition, reduced manual reconciliation efforts, improved inventory accuracy, and enhanced customer satisfaction.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Real-time Financial Accuracy
Automate the flow of payment transactions and sales data from Heartland to Infor M3's General Ledger, ensuring immediate and accurate financial reconciliation and reporting.
Enhanced Operational Efficiency
Streamline order-to-cash cycles, automate inventory updates, and eliminate manual data entry between M3 and Heartland, freeing up valuable staff time.
Unified Customer Experience
Maintain consistent customer profiles across Infor M3, CRM, and Heartland, enabling personalized interactions and improving loyalty programs.
PCI DSS Compliance & Security
Leverage secure, tokenized payment processing through Heartland and ensure all data in transit adheres to strict PCI DSS and data privacy standards.
Optimized Inventory Management
Achieve real-time inventory synchronization between Infor M3 and Heartland POS/eCommerce, preventing overselling and optimizing stock levels.
Accelerated Financial Close
Automate the posting of sales, payments, and refunds to M3's General Ledger, significantly reducing the time required for month-end and year-end closes.
✨

Real-time Financial Accuracy

90% Reduction in manual reconciliation time

📋 What You Get

Automate the flow of payment transactions and sales data from Heartland to Infor M3's General Ledger, ensuring immediate and accurate financial reconciliation and reporting.

💼 Business Impact

This benefit directly contributes to 90% improvement in Reduction in manual reconciliation time, 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 /m3/api-rest/execute/MMS200MI/GetItmBasic Retrieve basic item (product) master data from Infor M3 for catalog sync or inventory lookups.
POST /m3/api-rest/execute/OIS100MI/AddHead Create a new Sales Order Header in Infor M3, foundational for eCommerce order ingestion.
POST /m3/api-rest/execute/OIS100MI/AddLine Add a new Sales Order Line to an existing Sales Order in Infor M3, completing the order import.
POST /m3/api-rest/execute/CRS610MI/Add Create a new Customer Master record in Infor M3, essential for CRM or eCommerce customer sync.
GET /m3/api-rest/execute/MMS080MI/LstItemBal List item balances (inventory levels) from Infor M3 for a specific warehouse, critical for real-time stock updates.
POST /m3/api-rest/execute/GLS200MI/Add Post General Ledger Journal Entries into Infor M3, used for financial integrations from sub-ledgers.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1, 1:Many, Many:1 mappings between M3 and Heartland fields (e.g., M3 `CUNO` to Heartland `customerId`).
  • Data Type Conversion: Convert strings to numbers, dates, or booleans as required by target systems.
  • Value Lookups: Translate M3 status codes (e.g., `STAT` '30') to meaningful Heartland statuses or vice-versa.
  • Concatenation/Splitting: Combine or split fields (e.g., M3 `CUNM` into Heartland `firstName` and `lastName`).
  • Conditional Logic: Apply transformations based on specific conditions (e.g., different GL accounts for different product types).
  • Default Values: Assign default values for optional fields if not provided by the source system.
  • Currency Conversion: Handle multi-currency transactions if applicable, applying defined exchange rates.

🛡️ Error Handling

  • M3 API rate limit exceeded: iPaaS queues requests and retries with backoff.
  • Heartland payment gateway temporary outage: iPaaS retries payment, alerts if persistent.
  • Data validation failure (e.g., missing mandatory field for M3 Sales Order): Message sent to DLQ, alert triggered for manual review.
  • Network connectivity issues: iPaaS attempts retries, alerts if connection remains down.
  • Schema mismatch after M3 upgrade: Version control allows rollback, AI suggests new mappings.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why should I integrate Infor M3 with Heartland?
Integrating Infor M3 with Heartland automates critical financial and operational workflows like order-to-cash, payment processing, and general ledger reconciliation. This eliminates manual data entry, reduces errors, accelerates financial close, and ensures real-time visibility into your sales and payment data, all while maintaining PCI DSS compliance.

Security FAQs

▸ How does this integration handle PCI DSS compliance for payment data?
Our iPaaS solution prioritizes PCI DSS compliance. It leverages Heartland's tokenization capabilities, meaning sensitive cardholder data is never stored in raw form by the iPaaS or Infor M3. All data in transit is encrypted with TLS 1.2+, and access controls adhere to least privilege principles, significantly reducing your compliance burden.

Workflows FAQs

▸ Can I automate real-time inventory updates between Infor M3 and my Heartland POS?
Absolutely. The integration leverages Infor M3's ION (Intelligent Open Network) to publish real-time inventory updates (MMS080MI). Our iPaaS subscribes to these events, transforms the data, and pushes it to Heartland's POS inventory APIs (`/v1/pos/inventory`), ensuring accurate stock levels across all your sales channels and preventing overselling.

Technology FAQs

▸ What role does AI play in this integration?
AI enhances the integration by providing intelligent data validation, suggesting optimal field mappings between M3 and Heartland entities, detecting anomalies in payment transactions for potential fraud, and even assisting with automated error resolution. This reduces manual effort, improves data quality, and provides predictive insights.

Development FAQs

▸ Is low-code development supported for Infor M3 and Heartland integrations?
Yes, our iPaaS offers a powerful low-code/no-code visual designer. This empowers business analysts and citizen integrators to easily design, deploy, and manage complex integration workflows between Infor M3 and Heartland without extensive coding. This accelerates development cycles and allows for quicker adaptation to evolving business needs.

Operations FAQs

▸ How are errors and failed transactions handled in the integration?
Our solution includes robust error handling. This involves comprehensive logging, configurable retry mechanisms with exponential backoff for transient errors, and dead-letter queues (DLQ) for messages that fail after multiple retries. Automated alerts notify your team of critical issues, and AI can even suggest resolutions for common error patterns.

Performance FAQs

▸ Can this integration support high volumes of transactions?
Yes, the iPaaS architecture is built for scalability and high performance. It utilizes asynchronous processing, message queues, intelligent batching, and parallel execution to efficiently handle large volumes of payment transactions from Heartland and process them into Infor M3 without compromising system stability or data integrity.

Data Management FAQs

▸ How does the integration ensure data consistency between Infor M3 and Heartland?
Data consistency is ensured through a centralized iPaaS that enforces a canonical data model, applies strict validation rules, and utilizes event-driven architecture for real-time updates. It also employs unique identifiers for cross-system mapping and configurable conflict resolution strategies for bi-directional data flows.
Pricing

Simple, transparent pricing for Infor M3 & Heartland + | Real-time ERP & Payments.

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 Infor M3 & Heartland + | Real-time ERP & Payments 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