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Unify ERP & Payments: Seamless Infor M3 & Vantiv Integration

Automate your order-to-cash, accelerate financial reconciliation, and ensure PCI compliance with real-time data flow between Infor M3 and Vantiv (Worldpay) via a powerful iPaaS.

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The Challenge

The Disconnected Payment & Financial Workflow Challenge

Many organizations struggle with fragmented payment processing and ERP systems. This disconnect leads to manual data entry, reconciliation nightmares, delayed financial reporting, and significant compliance risks, particularly concerning sensitive payment information.

  • Manual entry of payment data into Infor M3 from Vantiv reports.
  • Delayed or inaccurate financial reconciliation of daily settlements.
  • Exposure of sensitive cardholder data (CHD) in internal systems.
  • Lack of real-time visibility into payment statuses affecting order fulfillment.
  • Inefficient refund and dispute management processes.
  • High operational costs associated with manual financial tasks.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for Infor M3 & Vantiv with iPaaS

Our iPaaS-driven solution provides a secure, scalable, and real-time bridge between Infor M3 and Vantiv, transforming your financial operations. It automates every step from payment authorization to general ledger reconciliation, ensuring data integrity and compliance.

  • Bi-directional data synchronization
  • Event-driven payment processing
  • Automated financial reconciliation workflows
  • PCI-compliant tokenization support
  • AI-enhanced fraud detection & data validation
Implementation Timeline

Go live with Infor M3 & Vantiv: + ERP Payment Automation & Reconciliation 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 & Vantiv: and ERP Payment Automation & Reconciliation, 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 & Vantiv: + ERP Payment Automation & Reconciliation deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional data synchronization
  • Event-driven payment processing
  • Automated financial reconciliation workflows
  • PCI-compliant tokenization support
  • AI-enhanced fraud detection & data validation
  • Low-code/no-code workflow builder
  • Centralized monitoring & error handling
  • Pre-built connectors for Infor M3 and Vantiv

Technical Integration Overview: Infor M3 & Vantiv

This integration establishes a robust, secure, and automated data exchange between Infor M3 and Vantiv, orchestrated through a modern iPaaS. It leverages API-first principles and event-driven architecture to ensure real-time financial accuracy and operational efficiency.

Data Flow Steps

Authentication & Authorization: iPaaS establishes secure connections using OAuth 2.0 for Infor M3 (via Infor OS) and API Keys/Secrets for Vantiv, enforcing least privilege access.

Event Triggering: For payments, Vantiv webhooks notify the iPaaS of transaction status changes (e.g., AUTHORIZED, CAPTURED). For M3, Infor ION events or scheduled polls trigger updates.

Data Ingestion: iPaaS collects payment transaction details from Vantiv and relevant order/customer data from Infor M3.

Data Transformation & Validation: The iPaaS's visual mapping engine, often AI-assisted, transforms data schemas (e.g., Vantiv Transaction to Infor M3 Invoice/Payment Transaction, Vantiv Settlement to Infor M3 GL Entry). Robust validation rules ensure data integrity.

Business Logic & Routing: Conditional logic within the iPaaS workflow determines actions (e.g., if payment successful, create M3 Sales Order; if fraud suspected, trigger alert).

Data Delivery: Transformed data is securely pushed to the target system via its respective APIs (e.g., Vantiv /payments/capture, Infor M3 OIS100MI/AddHead, GLS200MI/Add).

Error Handling & Monitoring: Comprehensive logging, intelligent retry mechanisms, and automated alerts ensure that any integration failures are captured, escalated, and resolved efficiently.

Reconciliation: Automated processes match Vantiv settlement data with Infor M3 GL entries, flagging any discrepancies for review.

Data Touchpoints

Infor M3: Customer (CRS610), Product (MMS200), Sales Order (OIS100), Purchase Order (PPS100 - for fees/expenses), Invoice (OIS300/PIS100), Inventory Balance (MMS080), General Ledger Entry (GLS200).
Vantiv: Transaction, PaymentMethod, Customer, Order (conceptual), SettlementBatch, Refund, Dispute, FraudEvent.

"Infor M3 <--- (Infor ION/APIs) ---> iPaaS <--- (Vantiv APIs/Webhooks) ---> Vantiv"

Pricing

Simple, transparent pricing for Infor M3 & Vantiv: + ERP Payment Automation & Reconciliation.

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 & Vantiv:

Integrating Infor M3 & Vantiv: 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

Core Entities & Field-Level Mappings

Understanding the precise mapping of entities and their key fields is crucial for a successful Infor M3-Vantiv integration. The iPaaS facilitates this complex transformation, ensuring data consistency and integrity across both systems.

Payment Transaction / Invoice

The central entity for financial activity. Vantiv's 'Transaction' maps to Infor M3's 'Invoice' (OIS300 for customer, PIS100 for supplier fees) and implicitly to 'General Ledger Entry' (GLS200).

Infor M3 & Vantiv: Fields

[field, IVNO (Invoice Number)],[description, Unique M3 invoice ID] [field, CUNO (Customer Number)],[description, Customer associated with the invoice] [field, IVAM (Invoice Amount)],[description, Total invoice amount] [field, IVDT (Invoice Date)],[description, Date of invoice] [field, PYMT (Payment Method)],[description, Payment method code in M3] [field, TRDT (Transaction Date - GL)],[description, Date for GL posting]

ERP Payment Automation & Reconciliation Fields

[field, transactionId],[description, Vantiv's unique transaction identifier] [field, merchantTransactionId],[description, Your internal order/invoice ID (mapped to ORNO/IVNO)] [field, amount],[description, Transaction amount] [field, currency],[description, Currency of transaction] [field, status],[description, Transaction status (e.g., AUTHORIZED, CAPTURED, REFUNDED)] [field, type],[description, Transaction type (e.g., SALE, AUTH, REFUND)] [field, timestamp],[description, Date/time of transaction]

Mapping Notes

The `merchantTransactionId` from Vantiv is critical for linking back to Infor M3's Sales Order (ORNO) or Invoice (IVNO). Vantiv's `status` and `type` drive updates to M3's invoice status and GL entries. Payment method types from Vantiv need to be mapped to Infor M3's payment method codes (e.g., 'VISA' in Vantiv to 'CC1' in M3).

Next Steps

See Infor M3 & Vantiv: + ERP Payment Automation & Reconciliation 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 Payment Gateway Integration

Connect your online store directly to Vantiv for payment processing, with real-time order and payment status updates flowing to Infor M3 for fulfillment and accounting.

Integration Steps:

  1. 0 Customer checks out on eCommerce site.
  2. 1 Payment details sent to Vantiv via secure tokenization (iPaaS handles routing).
  3. 2 Vantiv authorizes/captures payment.
  4. 3 iPaaS receives Vantiv transaction status (webhook) and creates Sales Order (OIS100) in Infor M3.
  5. 4 Infor M3 Inventory (MMS080) is updated, and invoice (OIS300) is generated.
  6. 5 Payment status updated on eCommerce platform and in Infor M3.

Business Outcome

Automated order-to-cash cycle, reduced manual effort, real-time inventory synchronization, faster order fulfillment.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Financial Close
Automate daily settlement reconciliation and GL posting, drastically cutting down manual efforts and accelerating your financial close cycle.
Enhanced PCI DSS Compliance
Utilize Vantiv's tokenization to keep sensitive cardholder data out of your internal systems, significantly reducing your PCI scope and compliance burden.
Real-time Cash Flow Visibility
Gain immediate insights into payment statuses, captured revenue, and refunds, providing accurate, up-to-date cash flow forecasting and reporting.
Reduced Operational Costs
Eliminate manual data entry, reconciliation, and error correction, freeing up finance and IT teams for more strategic activities.
Improved Data Accuracy & Integrity
Automated, validated data flows prevent inconsistencies and errors between Vantiv and Infor M3, ensuring a single source of truth.
Superior Customer Experience
Streamlined payment processing, faster refunds, and accurate order updates lead to happier customers and reduced support queries.
AI-Powered Fraud Prevention
Augment Vantiv's capabilities with AI-driven anomaly detection to identify and mitigate fraudulent transactions in real-time, protecting your revenue.
✨

Accelerated Financial Close

Up to 70% Faster Close

📋 What You Get

Automate daily settlement reconciliation and GL posting, drastically cutting down manual efforts and accelerating your financial close cycle.

💼 Business Impact

This benefit directly contributes to Up to 70% improvement in Faster Close, 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 after a successful Vantiv payment.
POST /m3/api-rest/execute/OIS100MI/AddLine Add line items to a Sales Order in Infor M3, linked to the payment.
POST /m3/api-rest/execute/CRS610MI/Add Create a new Customer Master record in Infor M3, potentially from a new Vantiv customer.
GET /m3/api-rest/execute/MMS080MI/LstItemBal Retrieve real-time inventory levels, crucial before confirming orders linked to payments.
POST /m3/api-rest/execute/GLS200MI/Add Post General Ledger Journal Entries for Vantiv settlements and payment transactions.
POST /m3/api-rest/execute/PIS100MI/AddInvoice Create Supplier Invoices in M3 for Vantiv processing fees, if handled as AP.

⚡ Transformation Logic

  • Field Mapping: Direct one-to-one, one-to-many, and many-to-one mappings for common fields (e.g., `Vantiv.amount` to `M3.IVAM`).
  • Data Type Conversion: Automatic conversion of data types (e.g., string to numeric, date formats).
  • Value Lookups: Translate Vantiv enumerations (e.g., `cardType`) to Infor M3 specific codes (e.g., `PYMT` codes).
  • Conditional Logic: Apply rules based on transaction type or status (e.g., only create M3 invoice if Vantiv status is 'CAPTURED').
  • Aggregation: Summing Vantiv transaction amounts and fees for daily GL postings.
  • Derivation: Calculate net amounts, tax amounts, or derive M3 dimensions from Vantiv data.
  • PCI Tokenization: Mask and tokenize sensitive Vantiv data before it's stored or processed by internal systems (if not handled upstream by Vantiv forms).

🛡️ Error Handling

  • Vantiv payment authorization denied (e.g., insufficient funds).
  • Infor M3 API call failure (e.g., invalid customer ID, missing mandatory field).
  • Network timeouts between iPaaS and either system.
  • Data validation failure during transformation (e.g., invalid currency code).
  • Duplicate transaction attempts (mitigated by idempotency keys).
  • Settlement report data not matching aggregated M3 GL entries.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What are the primary benefits of integrating Infor M3 with Vantiv?
The main benefits include automated payment processing, real-time financial reconciliation, enhanced PCI DSS compliance through tokenization, improved cash flow visibility, reduced manual errors, and accelerated financial close cycles. It streamlines your entire order-to-cash process.

Security FAQs

▸ How does this integration handle PCI DSS compliance?
The integration prioritizes PCI DSS compliance by utilizing Vantiv's tokenization services. Raw cardholder data never touches your internal systems; instead, secure tokens are used for all transactions and stored. The iPaaS ensures all data in transit is encrypted (TLS 1.2+).

Financial FAQs

▸ Can I automate financial reconciliation between Vantiv and Infor M3's General Ledger?
Absolutely. The iPaaS automates the retrieval of Vantiv's daily settlement reports, transforms the aggregated transaction and fee data, and automatically posts balanced journal entries to Infor M3's General Ledger (GLS200). This drastically reduces manual reconciliation efforts and accelerates your financial close.

Technical FAQs

▸ What role does an iPaaS play in this integration?
An iPaaS (Integration Platform as a Service) acts as the central orchestration hub. It provides pre-built connectors, visual mapping tools, robust error handling, security, and monitoring capabilities. It facilitates event-driven data flow, transforms data between Infor M3 and Vantiv schemas, and enables low-code/no-code workflow creation.
▸ Does the integration support real-time payment status updates in Infor M3?
Yes. By leveraging Vantiv's webhooks, the iPaaS receives immediate notifications of transaction status changes (e.g., authorized, captured, refunded). These events trigger real-time updates to relevant Sales Orders, Invoices, and payment records in Infor M3, ensuring your ERP is always current.
▸ What are the key Infor M3 APIs used in this integration?
Key Infor M3 APIs (accessed via Infor OS) include OIS100MI (Sales Orders), CRS610MI (Customer Master), MMS200MI (Product/Item), MMS080MI (Inventory Balance), GLS200MI (General Ledger Entries), and PIS100MI (Supplier Invoices). These are used for creating, updating, and retrieving critical business data.

AI FAQs

▸ How does AI enhance the Infor M3 and Vantiv integration?
AI augments the integration with intelligent data validation, anomaly detection (e.g., suspicious transactions, reconciliation discrepancies), smart mapping suggestions, and automated exception handling. This leads to reduced fraud, improved data quality, and faster issue resolution.

Use Cases FAQs

▸ Can I manage recurring billing and subscriptions with this integration?
Yes. The integration supports recurring billing by securely storing tokenized payment methods (from Vantiv) linked to Infor M3 customer records. The iPaaS can then orchestrate scheduled payment captures via Vantiv and manage automated dunning workflows for failed payments, updating M3 accordingly.
Pricing

Simple, transparent pricing for Infor M3 & Vantiv: + ERP Payment Automation & Reconciliation.

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 & Vantiv: + ERP Payment Automation & Reconciliation 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