Integration Hero
Connect™

Unify Infor & Sage Intacct: Intelligent Automation for Finance & Operations

Bridge the gap between your enterprise operations and financial management with real-time data sync, automated workflows, and AI-powered insights.

Get Pricing

See how it works
The Challenge

The Challenge: Disconnected Infor Operations & Sage Intacct Financials

Without a robust integration, your Infor operational systems and Sage Intacct financial platform operate in silos, leading to inefficient processes, inaccurate data, and delayed decision-making. This disconnect creates significant hurdles for businesses striving for agility and real-time financial control.

  • Manual data entry between Infor and Sage Intacct for orders, invoices, and payments.
  • Delayed financial reporting and month-end close cycles due to reconciliation efforts.
  • Inaccurate inventory costing and revenue recognition.
  • Lack of a unified customer or vendor view across sales, procurement, and finance.
  • High operational costs from human errors and repetitive tasks.
  • Difficulty scaling operations due to integration bottlenecks.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Infor & Sage Intacct Integration via iPaaS

Our powerful Integration Platform as a Service (iPaaS) provides the intelligent bridge between Infor's diverse operational systems and Sage Intacct's financial core. It's an API-first, event-driven solution designed to automate, optimize, and secure all data flows, delivering real-time synchronization and a unified business view.

  • Pre-built connectors for Infor and Sage Intacct
  • Visual drag-and-drop workflow designer
  • AI-powered data mapping and transformation
  • Real-time event-driven architecture (webhooks, Smart Events)
  • Robust error handling and retry mechanisms
Implementation Timeline

Go live with Infor + Sage Intacct 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 Intacct, 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 Intacct 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 Infor and Sage Intacct
  • Visual drag-and-drop workflow designer
  • AI-powered data mapping and transformation
  • Real-time event-driven architecture (webhooks, Smart Events)
  • Robust error handling and retry mechanisms
  • Centralized monitoring and analytics dashboards
  • Scalable cloud-native infrastructure

Technical Integration Details: Infor and Sage Intacct

Our integration solution leverages a modern iPaaS to provide a robust, secure, and scalable bridge between Infor's diverse enterprise applications and Sage Intacct's financial core. It's built on an API-first philosophy, prioritizing real-time data exchange and intelligent automation.

Data Flow Steps

API Connector Setup: Establish secure connections to Infor and Sage Intacct using dedicated iPaaS connectors, configuring authentication (OAuth 2.0, API keys, session IDs).

Event Listener/Polling Configuration: Set up event listeners (webhooks for Infor, Smart Events for Sage Intacct) or optimized polling schedules to detect data changes.

Data Model Alignment: Define canonical data models and configure visual mappings between Infor and Sage Intacct entities (e.g., Customer, Product, Sales Order, Invoice).

Transformation & Logic Implementation: Apply necessary data transformations, business rules, and conditional logic within the iPaaS workflow designer.

Error Handling & Monitoring: Implement comprehensive error handling, retry logic, alerting, and real-time monitoring through the iPaaS dashboard.

Deployment & Governance: Deploy integration flows across Dev, QA, and Production environments with version control and audit trails.

Data Touchpoints

Infor Sales Orders <-> Sage Intacct Sales Invoices
Infor Purchase Orders <-> Sage Intacct Vendor Bills
Infor Inventory Items <-> Sage Intacct Items (master data & GL impact)
Infor Customers <-> Sage Intacct Customers (master data)
Infor Vendors <-> Sage Intacct Vendors (master data)
Infor General Ledger Account <-> Sage Intacct General Ledger Account (mapping)
Infor Payment Transactions <-> Sage Intacct Cash Receipts
Infor Journal Entries <-> Sage Intacct Journal Entries

"Conceptual Flow: [Source System (e.g., eCommerce/CRM)] -> [Infor (Operational Data)] --(iPaaS: Extract, Transform, Validate, Orchestrate)--> [Sage Intacct (Financial Data)]"

Pricing

Simple, transparent pricing for Infor + Sage Intacct.

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 & Field-Level Mapping between Infor and Sage Intacct

A successful integration hinges on precise mapping of critical business entities and their associated fields. Our iPaaS provides granular control and AI assistance to ensure seamless data flow for the most important records.

Customer

Central for sales, invoicing, and AR. Often master in CRM/eCommerce, synchronized to Infor, then to Sage Intacct.

Infor Fields

CustomerID (unique ID) CustomerName BillingAddress ShippingAddress ContactEmail PhoneNumber PaymentTerms CreditLimit

Sage Intacct Fields

CUSTOMERID (Unique ID) CUSTOMERNAME STATUS PRIMARYCONTACT BILLTO.CONTACTNAME SHIPTO.CONTACTNAME TERMS ARACCOUNT CURRENCY LOCATIONID CLASSID

Mapping Notes

Infor's CustomerID is typically mapped to Sage Intacct's CUSTOMERID. Address fields require careful parsing and standardization. Map Infor's payment terms to Sage Intacct's TERMS. Consider mapping Infor's customer types to Intacct dimensions.

Next Steps

See Infor + Sage Intacct 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 Fulfillment & Financial Posting

Automate the complete lifecycle of an online order, from its capture in an eCommerce platform (feeding Infor) to its financial realization in Sage Intacct.

Integration Steps:

  1. 0 Customer places order on eCommerce site, creating a Sales Order in Infor.
  2. 1 iPaaS triggers on new Infor Sales Order, synchronizing Customer and Product data to Sage Intacct.
  3. 2 Sales Order is transformed into a Sales Invoice in Sage Intacct.
  4. 3 Fulfillment status updates from Infor (e.g., shipment) trigger invoice posting.
  5. 4 Payment gateway data is reconciled and posted as Cash Receipts in Sage Intacct, applying to the invoice.
  6. 5 Invoice status (Paid/Unpaid) is synchronized back to Infor for operational visibility.

Business Outcome

Accelerated order-to-cash cycle, real-time revenue recognition, accurate inventory and AR balances, improved customer satisfaction.

Frequency

Real-time

Business Value

Key Integration Benefits

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

Real-time Financial Visibility
Gain an immediate, accurate view of your financial health by synchronizing operational data from Infor directly into Sage Intacct's ledger. This eliminates reporting delays and provides actionable insights.
Automated Order-to-Cash (O2C)
Streamline the entire sales cycle from Infor sales orders to Sage Intacct invoices and cash receipts, accelerating revenue recognition and improving cash flow.
Optimized Procure-to-Pay (P2P)
Automate the flow from Infor purchase orders to Sage Intacct vendor bills and payments, ensuring accuracy, timely payments, and better vendor relationships.
Enhanced Data Accuracy & Integrity
Eliminate manual data entry errors and ensure data consistency across Infor and Sage Intacct with AI-driven validation and automated synchronization.
Improved Operational Efficiency
Free up valuable resources from repetitive tasks, allowing your teams to focus on strategic initiatives rather than data reconciliation.
Agile & Scalable Operations
Build integrations once and scale them seamlessly. The iPaaS architecture supports your growth, adapting to increased data volumes and new business requirements.
Reduced Compliance Risk
Maintain a clear audit trail and ensure consistent financial reporting, simplifying compliance with regulations like SOX, GDPR, and PCI DSS.
✨

Real-time Financial Visibility

25% Faster Financial Close

📋 What You Get

Gain an immediate, accurate view of your financial health by synchronizing operational data from Infor directly into Sage Intacct's ledger. This eliminates reporting delays and provides actionable insights.

💼 Business Impact

This benefit directly contributes to 25% Faster improvement in Financial 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, GET, PUT /infor/api/v1/customers CRUD for customer master data.
POST, GET, PUT /infor/api/v1/salesorders Manage sales orders from external systems.
GET, PUT /infor/api/v1/products Retrieve product catalog or update attributes/pricing.
GET, PUT /infor/api/v1/inventory/{item_id} Query real-time inventory levels or update stock.
POST, GET /infor/api/v1/invoices Create invoices or retrieve details.
POST, GET /infor/api/v1/purchaseorders Create purchase orders or retrieve status.
POST, GET, PUT /infor/api/v1/vendors Manage vendor master data.
POST /infor/api/v1/gl/journalentries Post financial journal entries.

⚡ Transformation Logic

  • GL Account Derivation: Map Infor's operational categories (e.g., product line, department) to specific Sage Intacct GL Accounts and Dimensions for detailed financial reporting.
  • Address Normalization: Standardize address formats from Infor to match Sage Intacct's structure, handling multi-line addresses and country codes.
  • Currency Conversion: Automatically convert transaction amounts between currencies, applying predefined exchange rates or integrating with external rate services.
  • Unit of Measure (UOM) Reconciliation: If Infor and Sage Intacct use different UOMs for the same product, apply conversion logic to ensure consistency in inventory and costing.
  • Status Code Translation: Translate Infor's proprietary status codes (e.g., 'Order Confirmed', 'Partially Shipped') into Sage Intacct's corresponding transaction states.
  • Date & Time Zone Adjustment: Adjust date/time formats and time zones to ensure consistency across systems for accurate reporting.

🛡️ Error Handling

  • API Authentication Failure: Invalid credentials or expired tokens for Infor or Sage Intacct.
  • Data Validation Error: Infor data not conforming to Sage Intacct's required schema or business rules (e.g., invalid GL account, non-existent customer ID).
  • Network/Connectivity Issues: Interruption in communication between iPaaS and either system.
  • System Outage: Infor or Sage Intacct experiencing downtime.
  • Rate Limit Exceeded: Too many API requests to Infor or Sage Intacct within a given period.
  • Semantic Errors: Data is syntactically correct but logically flawed (e.g., negative invoice amount), often caught by AI validation.
  • Duplicate Record Conflicts: Attempting to create a record that already exists without proper deduplication logic.
Support & Information

Frequently Asked Questions

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

Benefits FAQs

▸ What are the primary benefits of integrating Infor with Sage Intacct?
Integrating Infor with Sage Intacct provides real-time financial visibility, automates critical workflows like Order-to-Cash and Procure-to-Pay, eliminates manual data entry errors, accelerates financial closes, and improves overall operational efficiency. It creates a single source of truth for key business data.

Technical FAQs

▸ How does an iPaaS facilitate the Infor to Sage Intacct integration?
An iPaaS (Integration Platform as a Service) acts as the central hub, providing pre-built connectors, visual drag-and-drop mapping, AI-powered transformations, and workflow orchestration. It manages API connectivity, error handling, and security, enabling seamless, real-time data flow between Infor and Sage Intacct with minimal coding.
▸ How are Infor API rate limits and Sage Intacct Smart Events managed?
Our iPaaS intelligently manages API rate limits with queuing, throttling, and exponential backoff retry mechanisms. For real-time updates, we leverage Sage Intacct Smart Events (webhooks) and Infor's eventing capabilities where available, ensuring efficient, event-driven data propagation without constant polling.

Workflows FAQs

▸ Can I automate my Order-to-Cash (O2C) and Procure-to-Pay (P2P) processes?
Absolutely. The integration can fully automate O2C by creating Sage Intacct Sales Invoices from Infor Sales Orders and reconciling payments. For P2P, it automates the flow from Infor Purchase Orders to Sage Intacct Vendor Bills and payments, significantly streamlining these core financial cycles.

AI FAQs

▸ What role does AI play in this integration?
AI enhances the integration by providing intelligent mapping suggestions, detecting anomalies in financial transactions, suggesting correct GL account assignments, and autonomously handling common integration exceptions. This reduces manual effort, improves data quality, and offers proactive insights.

Security FAQs

▸ How do you ensure data security and compliance?
Data security is paramount. We implement end-to-end encryption (TLS/SSL) for data in transit and at rest, employ robust authentication (OAuth 2.0, API keys), enforce least-privilege access, and maintain comprehensive audit trails. Our platform adheres to industry standards like ISO 27001, SOC 2, GDPR, and PCI DSS.

Customization FAQs

▸ Can custom fields and complex business logic be incorporated?
Yes, the iPaaS supports dynamic discovery and mapping of custom fields in both Infor and Sage Intacct. Complex business logic and conditional rules can be easily configured using the low-code visual designer and rules engine, allowing for highly tailored integration workflows.

Support FAQs

▸ What kind of support is available after implementation?
We offer comprehensive support packages including dedicated account management, 24/7 monitoring, incident response with defined SLAs, and access to a knowledge base and community forums. Our team ensures your integration remains stable, secure, and optimized.
Pricing

Simple, transparent pricing for Infor + Sage Intacct.

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 Intacct 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