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Unify Sales & Operations: Infor M3 & QuoteWerks Integration

Automate your entire quote-to-cash process with real-time data synchronization between QuoteWerks and Infor M3 ERP.

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The Challenge

The Disconnected Quote-to-Cash Cycle

Without a seamless integration, the journey from sales quote to processed order is often riddled with manual bottlenecks, data inconsistencies, and delays that directly impact customer satisfaction and profitability.

  • Manual Data Entry & Errors: Sales teams re-keying approved QuoteWerks quotes into Infor M3, leading to typos, missed details, and significant time waste.
  • Stale Product & Pricing Data: Quoting with outdated product information or incorrect pricing from M3, resulting in margin erosion, order rejections, and customer frustration.
  • Inaccurate Inventory Visibility: Sales reps committing to items that are out of stock in Infor M3, leading to backorders, delayed fulfillment, and broken promises.
  • Fragmented Customer Information: Duplicated or inconsistent customer records across QuoteWerks and Infor M3, hindering a unified customer view and personalized service.
  • Slow Order Processing: Delays in converting quotes to M3 sales orders, impacting fulfillment times, revenue recognition, and overall business agility.
  • Lack of Real-time Insights: Inability to track the full sales cycle from quote creation to order fulfillment across both systems, limiting strategic decision-making.
Integration Diagram
Solution Illustration
The Solution

Streamlined Sales Operations with Infor M3 & QuoteWerks Integration

Our iPaaS-driven integration solution orchestrates seamless data flow between Infor M3 and QuoteWerks, transforming your quote-to-cash process into an automated, error-free, and real-time operation.

  • Automated Quote-to-Order Conversion: Instantly create Infor M3 Sales Orders (OIS100) from approved QuoteWerks quotes.
  • Real-time Product & Pricing Sync: Keep QuoteWerks updated with Infor M3's latest product (MMS200), pricing, and inventory (MMS080) data.
  • Unified Customer Master: Bi-directionally synchronize customer (CRS610) data between both systems, ensuring a single source of truth.
  • Intelligent Data Mapping & Transformation: Visually map complex data structures with low-code tools and AI-assisted suggestions.
  • Robust Error Handling & Monitoring: Proactive alerts, automated retries, and comprehensive dashboards ensure data integrity and operational uptime.
Implementation Timeline

Go live with Infor M3 & + QuoteWerks: Streamline Quote-to-Cash 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 & and QuoteWerks: Streamline Quote-to-Cash, 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 & + QuoteWerks: Streamline Quote-to-Cash deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Automated Quote-to-Order Conversion: Instantly create Infor M3 Sales Orders (OIS100) from approved QuoteWerks quotes.
  • Real-time Product & Pricing Sync: Keep QuoteWerks updated with Infor M3's latest product (MMS200), pricing, and inventory (MMS080) data.
  • Unified Customer Master: Bi-directionally synchronize customer (CRS610) data between both systems, ensuring a single source of truth.
  • Intelligent Data Mapping & Transformation: Visually map complex data structures with low-code tools and AI-assisted suggestions.
  • Robust Error Handling & Monitoring: Proactive alerts, automated retries, and comprehensive dashboards ensure data integrity and operational uptime.
  • Event-Driven Architecture: Leverage Infor ION and webhooks for near real-time updates, moving beyond traditional batch processing.

Technical Integration Details: Infor M3 and QuoteWerks

Our integration leverages a robust iPaaS to facilitate secure, scalable, and real-time data exchange between Infor M3 and QuoteWerks. This section outlines the technical foundation, data flow mechanisms, and authentication protocols.

Data Flow Steps

Secure Connectivity: Establish encrypted connections (TLS 1.2+) to Infor M3 via Infor OS API Gateway (using OAuth 2.0) and to QuoteWerks via its native APIs.

Event Subscription/Polling: Configure iPaaS to subscribe to Infor ION BODs (e.g., for Product or Inventory updates) or use webhooks from QuoteWerks (for Quote approval, Customer updates). For less critical data, scheduled polling of M3 APIs (e.g., MMS200MI/LstItem) can be used.

Data Extraction: Retrieve relevant data from the source system via API calls (e.g., OIS100MI/GetHead, CRS610MI/Get) or parsed event payloads.

Data Transformation & Mapping: Utilize the iPaaS's visual mapping canvas and low-code transformers to convert source data formats into the target system's required schema. This includes handling M3's specific field lengths, data types, and business rules (e.g., mapping QuoteWerks 'Discount %' to M3 'Discount Amount').

Data Validation: Implement pre-load validation rules within the iPaaS to ensure data conforms to Infor M3's business logic and schema requirements before API calls are made, preventing errors.

API Invocation: Make targeted API calls to the destination system (e.g., Infor M3 OIS100MI/AddHead, OIS100MI/AddLine for sales orders; QuoteWerks APIs for product/customer updates).

Error Handling & Monitoring: Implement intelligent retry mechanisms, dead-letter queues, and comprehensive logging. Centralized dashboards provide real-time monitoring and alerts for any integration failures.

Status Updates (Optional): Push back relevant status updates (e.g., Infor M3 Sales Order status) to QuoteWerks if required for sales visibility.

Data Touchpoints

QuoteWerks: Quote Object, Customer Object, Product Catalog
Infor M3: Sales Order (OIS100), Customer (CRS610), Product / Item (MMS200), Inventory Balance (MMS080)

"QuoteWerks (Quote Approved/Customer Update) --[Webhook/API Trigger]--> iPaaS --[Data Transform & Validate]--> Infor M3 (OIS100MI/Add, CRS610MI/Add) --[M3 Response]--> iPaaS --[Log/Monitor]-- Infor M3 (Product/Inventory Update) --[ION BOD/API Trigger]--> iPaaS --[Data Transform & Validate]--> QuoteWerks (Product/Customer API) --[QuoteWerks Response]--> iPaaS --[Log/Monitor]--"

Pricing

Simple, transparent pricing for Infor M3 & + QuoteWerks: Streamline Quote-to-Cash.

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 &

Integrating Infor M3 & 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 & Field-Level Mappings

Understanding the core entities and their attribute mappings is fundamental to a successful Infor M3 and QuoteWerks integration. Our iPaaS provides a visual canvas to define these mappings and transformations.

Customer

Synchronizes customer records to ensure a unified view across sales and ERP.

Infor M3 & Fields

[field, CUNO (Customer Number)],[description, Unique identifier for the customer in M3.] [field, CUNM (Customer Name)],[description, Customer's official name.] [field, ADID (Address ID)],[description, Associated address record ID.] [field, PHNO (Phone Number)],[description, Customer's primary phone number.] [field, EMAL (Email)],[description, Customer's primary email address.] [field, YREF (Your Reference)],[description, Customer's internal reference.] [field, CUST (Customer Group)],[description, Customer classification in M3.]

QuoteWerks: Streamline Quote-to-Cash Fields

[field, Company Name],[description, Company name in QuoteWerks.] [field, Contact Name],[description, Primary contact person.] [field, Email Address],[description, Contact's email.] [field, Phone Number],[description, Contact's phone.] [field, Billing Address (Street, City, State, Zip, Country)],[description, Customer's billing address.] [field, Shipping Address (Street, City, State, Zip, Country)],[description, Customer's shipping address.] [field, Customer Type],[description, Classification in QuoteWerks.]

Mapping Notes

CUNO in M3 is often auto-generated or based on a specific logic; QuoteWerks 'Company Name' maps to M3 'CUNM'. Address fields require careful mapping of individual components. Deduplication logic must be robust, often using email or company name as a primary key for matching. Consider master system for new customer creation.

Next Steps

See Infor M3 & + QuoteWerks: Streamline Quote-to-Cash 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.

Quote Creation to Infor M3 Sales Order

When a sales representative finalizes and approves a quote in QuoteWerks, the iPaaS automatically transforms and pushes the quote details (customer, products, quantities, pricing, discounts, shipping info) as a new Sales Order (OIS100) into Infor M3 for fulfillment and invoicing. This eliminates manual data entry and accelerates the order-to-cash cycle.

Integration Steps:

  1. 0 QuoteWerks user finalizes and approves a quote.
  2. 1 QuoteWerks triggers a webhook to the iPaaS.
  3. 2 iPaaS fetches quote details from QuoteWerks.
  4. 3 iPaaS maps QuoteWerks data to Infor M3 Sales Order (OIS100) header and line items.
  5. 4 iPaaS calls Infor M3 APIs (OIS100MI/AddHead, OIS100MI/AddLine) to create the order.
  6. 5 Infor M3 processes the order, updates inventory, and initiates fulfillment.

Business Outcome

Faster order processing, fewer data entry errors, improved revenue recognition, streamlined sales-to-operations handoff.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Sales Cycle
Convert approved quotes into Infor M3 sales orders instantly, drastically reducing manual processing time and accelerating order fulfillment.
Enhanced Data Accuracy
Eliminate manual data entry errors and ensure real-time synchronization of critical data like products, pricing, and customer information between QuoteWerks and Infor M3.
Improved Sales Productivity
Free up sales teams from administrative tasks, allowing them to focus on selling. Provide accurate, real-time M3 data for better quoting.
Real-time Visibility & Control
Gain a unified view of your sales pipeline and order status across QuoteWerks and Infor M3, enabling better decision-making and forecasting.
Reduced Operational Costs
Minimize labor costs associated with manual data entry, error correction, and IT support for custom integrations.
Superior Customer Experience
Deliver accurate quotes, faster order processing, and reliable delivery promises, leading to higher customer satisfaction and loyalty.
✨

Accelerated Sales Cycle

Up to 80% faster Quote-to-Order Time

📋 What You Get

Convert approved quotes into Infor M3 sales orders instantly, drastically reducing manual processing time and accelerating order fulfillment.

💼 Business Impact

This benefit directly contributes to Up to 80% faster improvement in Quote-to-Order 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
POST /m3/api-rest/execute/OIS100MI/AddHead Create a new Sales Order Header in Infor M3 from an approved QuoteWerks quote.
POST /m3/api-rest/execute/OIS100MI/AddLine Add a new Sales Order Line to an existing Sales Order in Infor M3 from QuoteWerks line items.
POST /m3/api-rest/execute/CRS610MI/Add Create a new Customer Master record in Infor M3 from QuoteWerks customer data.
POST /m3/api-rest/execute/CRS610MI/Upd Update an existing Customer Master record in Infor M3.
GET /m3/api-rest/execute/MMS200MI/GetItmBasic Retrieve basic item (product) master data from Infor M3 for QuoteWerks product catalog updates.
GET /m3/api-rest/execute/MMS200MI/LstItem List items (products) from Infor M3 for bulk catalog synchronization to QuoteWerks.
GET /m3/api-rest/execute/MMS080MI/LstItemBal Retrieve real-time inventory levels for items from Infor M3 for QuoteWerks availability checks.
POST /m3/api-rest/execute/OIS100MI/UpdHead Update Sales Order Header information (e.g., status) in M3, potentially driven by external events.

⚡ Transformation Logic

  • Conditional Mapping: Map M3 'STCD' (Status) only if it's '20' (Active) to QuoteWerks 'Is Active' flag.
  • Value Lookup/Translation: Convert QuoteWerks 'Shipping Method' text to M3's internal 'Delivery Method' code (e.g., 'Ground' -> '01').
  • Data Aggregation/Splitting: Combine QuoteWerks 'First Name' and 'Last Name' into M3 'Contact Person Name' or split M3 'Address Line' into multiple QuoteWerks address fields.
  • Formula-based Calculation: Calculate M3 'Sales Amount' (SAAM) from QuoteWerks 'Total Amount' after applying M3-specific tax rules.
  • Default Value Assignment: If a QuoteWerks field is empty, assign a default value to the corresponding M3 field (e.g., default M3 'Warehouse ID').

🛡️ Error Handling

  • M3 Item Not Found: QuoteWerks quote includes an item number not present or inactive in Infor M3. iPaaS flags and holds the order.
  • M3 Customer Not Found: QuoteWerks quote links to a customer not yet synced to M3. iPaaS can attempt to create the customer first or flag for review.
  • M3 API Rate Limit Exceeded: iPaaS automatically retries with exponential backoff or queues requests.
  • Data Format Mismatch: QuoteWerks sends a date in an unsupported format for M3. iPaaS transformation rules correct this or flag an error.
  • Network Connectivity Issues: Temporary outages handled by retry logic and circuit breakers.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What is the primary benefit of integrating Infor M3 with QuoteWerks?
The primary benefit is the automation of your entire quote-to-cash process. This includes real-time synchronization of customer and product data, instant conversion of approved quotes into Infor M3 sales orders, and accurate inventory checks, significantly reducing manual effort, errors, and accelerating revenue.

Data Sync FAQs

▸ How does this integration handle product and pricing data from Infor M3?
Infor M3 typically acts as the master for product (MMS200) and pricing data. The integration ensures that QuoteWerks' product catalog is consistently updated with the latest information from M3, including item descriptions, units of measure, statuses, and complex pricing rules. This can happen in near real-time via Infor ION or scheduled syncs.
▸ Is bi-directional synchronization supported for customer data?
Yes, bi-directional synchronization for customer master data (CRS610 in M3) is fully supported. New customers created in QuoteWerks can automatically flow to M3, and updates made in M3 can be pushed back to QuoteWerks, ensuring a consistent and up-to-date customer view across both systems, with configurable conflict resolution.

Technical FAQs

▸ Can I use low-code/no-code tools to customize the Infor M3 - QuoteWerks workflows?
Absolutely. Our iPaaS platform features a visual, drag-and-drop low-code/no-code interface. This empowers business users and citizen integrators to design, deploy, and manage complex workflows, data mappings, and business rules, significantly accelerating development and reducing reliance on specialized IT resources.
▸ What happens if an integration fails? How is error handling managed?
Our solution includes robust error handling. Failed transactions are captured in a dead-letter queue for review. The iPaaS employs intelligent retry mechanisms with exponential backoff for transient errors. Automated alerts notify your team of critical failures, and AI can even suggest or apply auto-resolutions for common issues, ensuring data integrity and minimizing downtime.
▸ What is the role of Infor ION in this integration?
Infor ION (Intelligent Open Network) is crucial for event-driven integration with M3. It enables M3 to publish Business Object Documents (BODs) when key data changes (e.g., product updates, inventory changes). Our iPaaS subscribes to these BODs, facilitating near real-time data synchronization with QuoteWerks and minimizing the need for scheduled polling.

Security FAQs

▸ What are the security considerations for Infor M3 and QuoteWerks integration?
Security is paramount. We employ OAuth 2.0 with token rotation via Infor OS for M3 access, ensuring least privilege for integration users. All data in transit is encrypted (TLS 1.2+), and sensitive data can be masked or tokenized. We adhere to industry standards like ISO 27001, SOC 2, and GDPR, providing comprehensive audit trails.

Workflow FAQs

▸ How does the integration ensure accurate inventory availability for quotes?
The integration allows for real-time inventory availability lookups. When a sales rep adds an item to a quote in QuoteWerks, the iPaaS can query Infor M3's Inventory Balance (MMS080MI/LstItemBal) API to retrieve current stock levels. This information is then displayed in QuoteWerks, allowing for accurate delivery promises and preventing backorders.
Pricing

Simple, transparent pricing for Infor M3 & + QuoteWerks: Streamline Quote-to-Cash.

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 & + QuoteWerks: Streamline Quote-to-Cash 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