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Seamless Infor & Sage 300 Integration: Unify Operations & Finance

Bridge the gap between Infor's operational power and Sage 300's financial precision. Automate Order-to-Cash, Procure-to-Pay, and Inventory Sync with an intelligent, AI-powered iPaaS.

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The Challenge

Disconnected Systems: The Cost of Operational & Financial Silos

Without a robust integration strategy, your Infor and Sage 300 systems operate in isolation, leading to critical inefficiencies, data discrepancies, and delayed decision-making. This disconnect creates a chasm between your operational realities and financial reporting.

  • Manual data entry between Infor (e.g., sales orders, inventory) and Sage 300 (e.g., AR, GL) causes delays and errors.
  • Lack of real-time inventory visibility leads to overselling, stockouts, and customer dissatisfaction.
  • Disparate customer and vendor records across systems hinder a unified 360-degree view and accurate reporting.
  • Slow and error-prone financial close processes due to manual reconciliation of operational data.
  • Inefficient Procure-to-Pay workflows, delaying payments and impacting vendor relationships.
Integration Diagram
Solution Illustration
The Solution

Empower Your Enterprise: Intelligent Integration for Infor & Sage 300

Our AI-powered iPaaS provides the intelligent bridge between Infor and Sage 300, transforming your disconnected systems into a unified, automated, and highly efficient ecosystem. We enable real-time data flow, automate complex workflows, and provide unparalleled visibility into your operations and financials.

  • Bidirectional, real-time data synchronization
  • Low-code/no-code workflow automation
  • AI-assisted data mapping and validation
  • Pre-built connectors for Infor and Sage 300
  • Centralized monitoring and error handling
Implementation Timeline

Go live with Infor + Sage 300 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 and Sage 300, 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 + Sage 300 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bidirectional, real-time data synchronization
  • Low-code/no-code workflow automation
  • AI-assisted data mapping and validation
  • Pre-built connectors for Infor and Sage 300
  • Centralized monitoring and error handling
  • Scalable architecture for growing business needs
  • Robust security and compliance features

Seamless Data Flow & Workflow Orchestration Between Infor and Sage 300

Our integration solution acts as the central nervous system, orchestrating complex workflows and ensuring consistent, accurate data exchange between Infor and Sage 300. It's built on an API-first, event-driven architecture, leveraging the strengths of both systems and a modern iPaaS.

Data Flow Steps

Connection Setup: Securely establish API connections to Infor and Sage 300. For Infor, utilize OAuth 2.0 or API keys. For Sage 300, leverage its SDK/APIs, potentially via a secure gateway for on-premise deployments.

Schema Discovery: The iPaaS automatically discovers the available entities and fields in both Infor and Sage 300, including custom fields.

Visual Data Mapping: Use the low-code visual designer to map fields between Infor and Sage 300 entities. AI assists by suggesting intelligent mappings.

Transformation & Business Logic: Apply data transformations (e.g., currency conversion, unit of measure adjustments, data formatting) and embed conditional business logic within the iPaaS workflow.

Workflow Orchestration: Design multi-step, bidirectional workflows (e.g., New Sales Order in Infor -> Create Sales Order in Sage 300; Inventory Update in Sage 300 -> Update Infor Inventory).

Error Handling & Monitoring: Implement robust error handling, automated retries, and real-time alerts. Monitor integration health and data flow through centralized dashboards.

Deployment & Governance: Deploy tested integrations from Dev/QA to Production with version control. Maintain audit trails for compliance.

Data Touchpoints

Infor Customer <-> Sage 300 AR Customer
Infor Sales Order <-> Sage 300 OE Sales Order
Infor Product / Inventory Item <-> Sage 300 IC Item
Infor Invoice <-> Sage 300 AR/AP Invoice
Infor Payment Transaction <-> Sage 300 AR Receipt / AP Payment
Infor Purchase Order <-> Sage 300 PO Purchase Order
Infor Vendor <-> Sage 300 AP Vendor
Infor General Ledger Account <-> Sage 300 GL Journal Entry

"Infor <--> iPaaS <--> Sage 300. Data flows bidirectionally. Operational data (Customers, Sales Orders, Products, Inventory, POs, Vendors) originates or is managed in Infor, then synchronizes with Sage 300 for financial processing (AR Customers, OE Sales Orders, IC Items, AP Vendors, PO Purchase Orders, AR/AP Invoices, GL Journal Entries, Payments)."

Pricing

Simple, transparent pricing for Infor + Sage 300.

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 Infor

Integrating Infor 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 and Sage 300 Integration

Our iPaaS solution provides precise, field-level mapping for critical business entities, ensuring data integrity and consistency between Infor's operational data and Sage 300's financial records. AI-driven mapping accelerators simplify complex transformations.

Customer

Synchronize customer master data to ensure a unified customer view across sales, service, and finance.

Infor Fields

CustomerID CustomerName BillingAddress ShippingAddress ContactEmail PhoneNumber PaymentTerms CreditLimit

Sage 300 Fields

CustomerID CustomerName AddressLine1 City State/Province Zip/PostalCode Country ContactName Email Phone TermsCode CreditLimit CustomerType

Mapping Notes

Map Infor's 'CustomerID' to Sage 300's 'CustomerID'. Ensure address fields are normalized. Custom fields in Infor (e.g., 'Customer Segment') can map to Sage 300 optional fields or custom fields. Deduplication logic is crucial upon initial sync and ongoing updates.

Next Steps

See Infor + Sage 300 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.

Order-to-Cash (O2C) Automation: From Infor to Sage 300

Automate the complete order lifecycle, ensuring seamless flow of customer and sales order data from Infor-connected systems (like eCommerce or CRM) to Sage 300 for financial processing.

Integration Steps:

  1. 0 Customer places an order on an eCommerce platform connected to Infor.
  2. 1 New Sales Order is created in Infor, triggering an event.
  3. 2 iPaaS captures the Infor Sales Order, maps customer and order details.
  4. 3 New Customer (if not existing) and Sales Order are created in Sage 300 (OE Sales Order, AR Customer).
  5. 4 Inventory levels are updated in Sage 300 (IC Item) based on the order.
  6. 5 Upon shipment (confirmed by Infor or WMS), AR Invoice is generated in Sage 300.
  7. 6 Payment received in Infor-connected payment gateway posts as AR Receipt in Sage 300.
  8. 7 Order status updates are synchronized back to Infor-connected systems.

Business Outcome

Accelerated order fulfillment, reduced order processing errors, real-time cash flow visibility, improved customer satisfaction, and faster financial close.

Frequency

Real-time / Near real-time

Business Value

Key Integration Benefits

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

Achieve Real-time Financial & Operational Visibility
Synchronize critical data like sales orders, inventory, and financial transactions in real-time, providing a unified, accurate view across Infor and Sage 300 for better decision-making.
Automate End-to-End Business Workflows
Eliminate manual data entry and human errors by automating Order-to-Cash and Procure-to-Pay cycles, from Infor-connected systems to Sage 300's GL.
Enhance Data Accuracy and Consistency
Ensure a single source of truth for Customers, Products, Inventory, and Vendors by harmonizing data across Infor and Sage 300, reducing discrepancies and reconciliation efforts.
Accelerate Financial Close Processes
Streamline the posting of operational transactions to Sage 300's General Ledger, leading to faster, more accurate financial closes and compliance.
Optimize Inventory Management
Maintain accurate, real-time inventory levels between Infor (as the system of record) and Sage 300, preventing overselling and improving fulfillment efficiency.
Boost Operational Agility with Low-Code
Empower business users with low-code tools to rapidly build, modify, and manage Infor-Sage 300 integrations, adapting quickly to evolving business needs.
Leverage AI for Intelligent Automation
Utilize AI for smart data mapping, anomaly detection, and automated exception handling, making your Infor-Sage 300 integration more resilient and efficient.
✨

Achieve Real-time Financial & Operational Visibility

30% Faster Reporting Cycles

📋 What You Get

Synchronize critical data like sales orders, inventory, and financial transactions in real-time, providing a unified, accurate view across Infor and Sage 300 for better decision-making.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Reporting Cycles, 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, GET, PUT /infor/api/v1/customers Create, retrieve, or update customer master data for CRM or eCommerce synchronization. Used for Customer 360 view.
POST, GET, PUT /infor/api/v1/salesorders Create sales orders from eCommerce, retrieve order status, or update order details for fulfillment.
GET, PUT /infor/api/v1/products Retrieve product catalog information, update pricing, or synchronize product attributes for PIM or eCommerce.
GET, PUT /infor/api/v1/inventory/{item_id} Query real-time inventory levels for specific items or update stock quantities from WMS.
POST, GET /infor/api/v1/invoices Create invoices from completed orders or retrieve invoice details for payment processing and reconciliation.
POST, GET /infor/api/v1/purchaseorders Create purchase orders from procurement systems or retrieve PO status for vendor management.
POST, GET, PUT /infor/api/v1/vendors Create, retrieve, or update vendor master data for procurement and accounts payable.
POST /infor/api/v1/gl/journalentries Post financial journal entries from subsidiary systems for consolidation and reporting.

⚡ Transformation Logic

  • Data Type Conversion: Convert strings to numbers, dates to specific formats (e.g., 'YYYY-MM-DD').
  • Unit of Measure (UOM) Harmonization: Map different UOM codes (e.g., 'EACH' in Infor to 'EA' in Sage 300).
  • Conditional Mapping: Apply different mappings based on specific criteria (e.g., different GL accounts for different product categories).
  • Lookup & Enrichment: Enrich data fields by looking up related information (e.g., fetch customer's full address from Infor based on ID).
  • Concatenation/Splitting: Combine or split fields (e.g., concatenate First Name and Last Name into Full Name).
  • Default Values: Assign default values if source data is missing or invalid.
  • Currency Conversion: Apply exchange rates for multi-currency transactions.

🛡️ Error Handling

  • Data Validation Errors: Mismatched data types, missing required fields, invalid values (e.g., non-numeric quantity).
  • API Rate Limit Exceeded: Target system returns 429 'Too Many Requests'.
  • Authentication Failures: Invalid credentials or expired tokens.
  • Network Connectivity Issues: Temporary outages between iPaaS and systems.
  • Business Logic Errors: Data failing custom validation rules (e.g., credit limit exceeded).
  • Referential Integrity Violations: Attempting to create a Sales Order with a non-existent CustomerID in Sage 300.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What are the primary benefits of integrating Infor with Sage 300?
Integrating Infor and Sage 300 provides real-time data synchronization, automates critical workflows like Order-to-Cash and Procure-to-Pay, significantly reduces manual data entry and errors, accelerates financial close processes, and offers a unified view of your operations and financials. This leads to improved efficiency, accuracy, and better decision-making.

Technical FAQs

▸ How does an iPaaS facilitate Infor-Sage 300 integration, especially for custom fields?
A modern iPaaS acts as the central orchestrator, providing pre-built connectors for both Infor and Sage 300. It features a low-code visual designer for drag-and-drop mapping of standard and custom fields. AI-assisted mapping can even suggest transformations for complex or custom data, significantly simplifying the setup and ensuring data fidelity across systems.
▸ What happens if Sage 300 is an on-premise deployment?
For on-premise Sage 300 deployments, our iPaaS utilizes a lightweight, secure agent installed within your network. This agent facilitates encrypted and reliable communication between your on-premise Sage 300 instance and the cloud-based iPaaS, ensuring data security and seamless integration without exposing your internal network.

Workflows FAQs

▸ Can I automate real-time inventory synchronization between Infor and Sage 300?
Absolutely. The integration supports real-time or near real-time inventory synchronization. When inventory levels change in Infor (e.g., from a WMS transaction or sales order), the iPaaS captures this event and instantly updates the corresponding IC Item quantities in Sage 300, preventing overselling and ensuring accurate stock valuation.

Security FAQs

▸ What authentication methods are supported for connecting Infor and Sage 300?
For Infor, the integration typically supports OAuth 2.0, API keys, or secure service accounts. For Sage 300, it leverages API keys/tokens and user credentials, often facilitated through a secure gateway for on-premise deployments. All credentials are securely managed within the iPaaS's encrypted secrets vault, adhering to best practices like least privilege and token rotation.

AI Features FAQs

▸ How does AI enhance error handling and data quality in Infor-Sage 300 integrations?
AI plays a crucial role by intelligently detecting anomalies in data flows (e.g., incorrect invoice amounts, missing GL accounts) and providing real-time alerts. It can also suggest or even auto-resolve common integration errors based on learned patterns, reducing manual intervention, improving data quality, and ensuring the resilience of your workflows.

Compliance FAQs

▸ How does this integration help with financial compliance and auditing?
By automating the flow of financial transactions from Infor to Sage 300, the integration ensures data accuracy and consistency, which is crucial for compliance. The iPaaS maintains comprehensive, immutable audit trails of all data movements and transformations, providing detailed records for internal and external audits and supporting regulations like SOX.

Low-Code FAQs

▸ Can I customize integration workflows without extensive coding expertise?
Yes, absolutely. Our modern iPaaS offers a low-code/no-code visual designer with drag-and-drop functionality. This empowers business analysts and citizen integrators to easily design, modify, and extend complex Infor-Sage 300 workflows, define custom business rules, and implement conditional logic with minimal or no coding, accelerating development and increasing agility.
Pricing

Simple, transparent pricing for Infor + Sage 300.

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 + Sage 300 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