Integration Hero
Connect™

Unify Infor & Zoho: Drive Real-time Operations with Intelligent Integration

Break down data silos between your Infor ERP and Zoho business applications to achieve end-to-end automation, enhanced data accuracy, and a comprehensive view of your enterprise.

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The Challenge

The Cost of Disconnected Infor & Zoho Ecosystems

Many organizations struggle with fragmented data and manual processes when their powerful Infor ERP system operates in isolation from their agile Zoho suite of applications (CRM, Books, Inventory, etc.). This disconnect leads to operational inefficiencies, delayed insights, and a compromised customer experience.

  • Manual data entry between Infor and Zoho applications, leading to errors and delays.
  • Inconsistent customer, product, and financial records across platforms.
  • Delayed order fulfillment, invoicing, and payment processing.
  • Lack of real-time visibility into sales pipelines, inventory levels, and financial performance.
  • Difficulty in achieving a true 'Customer 360' view or accelerating financial close processes.
Integration Diagram
Solution Illustration
The Solution

Seamless Infor & Zoho Integration: Powered by an AI-First iPaaS

Our intelligent integration platform (iPaaS) provides a robust, low-code solution to connect Infor with your entire Zoho ecosystem. Leverage pre-built connectors, visual mapping, and AI-driven automation to synchronize critical data and orchestrate complex workflows across both platforms in real-time.

  • Pre-built, configurable connectors for Infor and all Zoho applications (CRM, Books, Inventory, People, etc.).
  • Bi-directional, real-time data synchronization.
  • End-to-end workflow automation capabilities.
  • AI-assisted data mapping and transformation.
  • Centralized monitoring, governance, and error handling.
Implementation Timeline

Go live with Infor + Zoho 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 Zoho, 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 + Zoho 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, configurable connectors for Infor and all Zoho applications (CRM, Books, Inventory, People, etc.).
  • Bi-directional, real-time data synchronization.
  • End-to-end workflow automation capabilities.
  • AI-assisted data mapping and transformation.
  • Centralized monitoring, governance, and error handling.
  • Scalable, cloud-native architecture for high-volume transactions.

Deep Dive into Infor-Zoho Integration Architecture & Flow

Our iPaaS acts as the central nervous system, orchestrating data flow between Infor's robust ERP functionalities and Zoho's versatile suite. It leverages Infor's native APIs (e.g., for Customer, Sales Orders, Inventory, GL Accounts) and Zoho's comprehensive REST APIs and webhooks (e.g., CRM/v2/Leads, Books/v3/invoices, Inventory/v1/items) to ensure secure, real-time, and batch data synchronization.

Data Flow Steps

Connect: Establish secure, authenticated connections to Infor and Zoho using pre-built connectors.

Trigger: Define events (e.g., new Zoho Sales Order, Infor Inventory update) or schedules that initiate data flows.

Extract: Pull relevant data from the source system (Infor or Zoho) using their respective APIs or webhooks.

Transform: Apply data mapping, cleansing, enrichment, and business logic using the iPaaS's visual designer and AI-assisted tools.

Validate: Ensure data conforms to the target system's (Infor or Zoho) schema and business rules, utilizing AI for anomaly detection.

Load: Push the transformed and validated data to the target system via its APIs.

Monitor: Continuously track the health, performance, and status of all integration flows in real-time dashboards.

Handle Errors: Implement automated retries, alerts, and dead-letter queues for robust error management.

Data Touchpoints

Customer (Zoho Lead/Contact/Account <-> Infor Customer)
Sales Order (Zoho Sales Order <-> Infor Sales Order)
Product/Item (Zoho Item <-> Infor Product/Inventory Item)
Inventory (Zoho Item <-> Infor Inventory Item)
Invoice (Zoho Invoice <-> Infor Invoice)
Payment (Zoho Payment <-> Infor Payment Transaction)
Purchase Order (Zoho Purchase Order <-> Infor Purchase Order)
Vendor (Zoho Vendor <-> Infor Vendor)
General Ledger Account (Zoho Books Transactions <-> Infor GL Account)
Employee (Zoho Employee <-> Infor Employee)

"Events originating in Zoho (e.g., new `Zoho Sales Order`, `Zoho Lead` update) trigger iPaaS workflows via webhooks. The iPaaS fetches relevant data, applies AI-assisted transformations and validation rules, maps it to the Infor schema (e.g., `Infor Sales Order`, `Infor Customer`), and posts it via Infor APIs. Conversely, Infor updates (e.g., `Inventory Item` change, `Invoice` status) can trigger iPaaS flows to update Zoho systems. All data movement is secured with encryption and monitored for performance and accuracy."

Pricing

Simple, transparent pricing for Infor + Zoho.

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 Data Mapping for Infor-Zoho Integration

Effective integration hinges on precise data mapping and transformation between Infor and Zoho entities. Our iPaaS provides a visual mapping canvas, augmented by AI, to ensure accurate and consistent data flow for critical business objects. Below are examples of key entities and their mapping considerations.

Customer

Represents a business or individual entity that purchases goods or services. Central to sales, marketing, and finance workflows.

Infor Fields

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

Zoho Fields

Zoho Lead (First Name, Last Name, Email, Company, Phone) Zoho Contact (First Name, Last Name, Email, Account Name, Phone) Zoho Account (Account Name, Website, Phone, Billing Street, Shipping Street)

Mapping Notes

Zoho Lead/Contact/Account data converges to form the Infor Customer record. Zoho Account Name typically maps to Infor CustomerName. Zoho Contact details populate Infor's contact fields. Robust deduplication is critical, often using email or company name as identifiers. Infor is often the system of record for financial customer attributes.

Next Steps

See Infor + Zoho 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.

E-commerce Order-to-Cash Automation

When a new order is placed in an eCommerce platform and lands in Zoho Inventory/Books, the iPaaS orchestrates its flow to Infor ERP for stock allocation, fulfillment, and generates the final invoice. Fulfillment status updates from carriers are pushed back to Zoho and the eCommerce platform.

Integration Steps:

  1. 0 New Order received in Zoho Inventory/Books from eCommerce.
  2. 1 iPaaS extracts Zoho Sales Order details.
  3. 2 Customer and Product data validated/created in Infor.
  4. 3 Sales Order created in Infor ERP, reserving inventory.
  5. 4 Infor triggers fulfillment process.
  6. 5 Shipment details from Infor update Zoho Sales Order status.
  7. 6 Invoice generated in Infor, synchronized to Zoho Books.
  8. 7 Payment received in Zoho Books updates Infor AR.

Business Outcome

Faster order fulfillment, accurate inventory, rapid invoicing, improved cash flow, 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 Data Synchronization
Instantly synchronize critical data like customer profiles, sales orders, product catalogs, and inventory levels between Infor ERP and Zoho CRM, Books, and Inventory. Eliminate delays and ensure all teams operate with up-to-the-minute information.
End-to-End Workflow Automation
Automate complex, multi-step business processes such as Order-to-Cash (O2C), Procure-to-Pay (P2P), and Customer 360. Reduce manual touchpoints and operational bottlenecks across sales, finance, and supply chain.
Unified Business View & MDM
Achieve a single source of truth for your master data – customers, products, and vendors – across Infor and Zoho. Drive consistent operations and informed decision-making with harmonized data.
Accelerated Financial Close & Reporting
Streamline financial reconciliation by automating the posting of invoices, payments, and journal entries from Zoho Books to Infor's General Ledger. Expedite reporting cycles and improve compliance.
Enhanced Customer Experience
Provide accurate order statuses, real-time inventory availability, and personalized service by unifying customer interaction data from Zoho CRM with order and fulfillment data from Infor.
Increased Operational Efficiency & Agility
Eliminate data silos, reduce errors, and free up valuable resources from repetitive tasks. Our agile integration platform allows your business to quickly adapt to new market demands and process changes.
✨

Real-time Data Synchronization

90% Faster Data Propagation

📋 What You Get

Instantly synchronize critical data like customer profiles, sales orders, product catalogs, and inventory levels between Infor ERP and Zoho CRM, Books, and Inventory. Eliminate delays and ensure all teams operate with up-to-the-minute information.

💼 Business Impact

This benefit directly contributes to 90% improvement in Faster Data Propagation, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Infor + Zoho 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 Zoho, 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 + Zoho deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

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.
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

  • Address Standardization: Parse Zoho multi-line addresses into Infor's structured street, city, state, zip fields, ensuring consistency for shipping and billing.
  • Unit of Measure Conversion: Convert 'Pcs' (pieces) in Zoho to 'EA' (Each) in Infor for product quantity fields, or apply other necessary UOM conversions.
  • Status Mapping: Map 'Confirmed' in Zoho Sales Order Status to 'Open' in Infor OrderStatus, and 'Shipped' in Infor to 'Delivered' in Zoho CRM, ensuring consistent status visibility.
  • Currency Conversion: Automatically convert amounts if Infor and Zoho operate in different base currencies, using real-time exchange rates from a specified source.
  • Data Enrichment: Look up Infor CustomerID based on Zoho Account Name or Email before creating an Infor Sales Order, preventing duplicate customer records.
  • Field Concatenation/Split: Combine Zoho Contact First Name and Last Name for Infor's 'ContactName' field, or split Infor's 'Full Address' into Zoho's individual address fields.

🛡️ Error Handling

  • Transient API Errors: Handled by automated retries with exponential backoff, ensuring eventual consistency.
  • Data Validation Errors: Data rejected by Infor/Zoho due to schema mismatch or business rule violation; routed to DLQ for review, with immediate alerts to business users or IT.
  • System Downtime: Circuit breakers prevent cascading failures; messages are queued and processed automatically when the target system recovers.
  • Duplicate Record Creation: Detected by robust deduplication logic based on unique identifiers (e.g., email, SKU), preventing redundant entries in Infor or Zoho.
  • Authentication Failures: Alerts generated immediately for expired tokens or invalid credentials, with automated token refresh where applicable.
Pricing

Simple, transparent pricing for Infor + Zoho.

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
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 Zoho using an iPaaS platform?
Integrating Infor with Zoho via an iPaaS delivers real-time data synchronization, automates cross-system workflows (like Order-to-Cash and Procure-to-Pay), reduces manual effort, improves data accuracy, and provides enhanced visibility across your entire enterprise. It supports API-first connectivity, low-code automation, and can incorporate AI for intelligent decision-making, making your Infor-Zoho ecosystem more agile and efficient.

Technical & Performance FAQs

▸ How does an iPaaS manage API rate limits for both Infor and Zoho to ensure optimal performance?
Our iPaaS is designed with built-in mechanisms to handle API rate limits for both Infor and Zoho. This includes intelligent queuing, batching operations for bulk data, and implementing exponential backoff for retries when rate limits are encountered. Prioritizing Zoho webhooks over frequent polling also significantly reduces API call volume and optimizes throughput, ensuring continuous operation without service interruptions.
▸ Is real-time synchronization possible, or is it always batch processing for Infor-Zoho integrations?
Both real-time and batch processing are fully supported and strategically employed. For critical, time-sensitive data like new sales orders, inventory changes, or customer updates, we prioritize event-driven, real-time synchronization using Zoho webhooks and Infor's APIs. For less time-sensitive, high-volume data (e.g., historical data migration, periodic financial consolidations), efficient batch processing is utilized to optimize API usage and system load.

Technical & Development FAQs

▸ Can I use low-code/no-code tools to build and customize Infor-Zoho integration workflows?
Absolutely. Modern iPaaS platforms offer intuitive low-code/no-code interfaces, enabling business analysts and citizen integrators to design, build, and deploy complex Infor-Zoho workflows with minimal coding. This democratizes integration, accelerates development cycles, and reduces the burden on traditional IT teams for common scenarios, while still allowing developers to extend functionality with custom code for highly unique or complex requirements.

Security & Compliance FAQs

▸ What security measures are in place to protect sensitive data during Infor-Zoho integration?
Data security is paramount. Best practices include using robust OAuth 2.0 for secure authentication, enforcing the principle of least privilege for integration accounts, encrypting data in transit (TLS 1.2+) and at rest, securely storing API credentials in an iPaaS vault, and implementing IP whitelisting. Regular security audits and adherence to data residency rules (GDPR, CCPA) are also crucial to ensure compliance and protect sensitive information.

AI & Features FAQs

▸ How does AI enhance data mapping, validation, and error handling in Infor-Zoho integrations?
AI significantly augments Infor-Zoho integration by providing intelligent capabilities such as automated data mapping suggestions between complex schemas, anomaly detection in financial transactions or inventory levels, and autonomous exception handling. This reduces manual intervention, improves data quality, and offers proactive insights, making integrations smarter, faster, and more resilient by minimizing human error and accelerating issue resolution.

Data Management FAQs

▸ How does this integration solution support Master Data Management (MDM) for entities like Customer or Product?
Our iPaaS can act as a central hub for MDM by orchestrating data synchronization and validation rules for critical entities like Customers, Products/Items, and Vendors. It ensures that changes made in one system (e.g., a customer update in Zoho CRM) are accurately reflected in Infor and other connected applications, maintaining a 'golden record' and preventing data inconsistencies across your entire Infor-Zoho ecosystem. This is crucial for a unified business view.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Infor's ERP with Zoho's CRM/Books, and how are they addressed?
Common challenges include maintaining real-time inventory accuracy, synchronizing complex product catalogs with varying attributes, managing dynamic pricing, ensuring consistent customer data across sales and finance, and orchestrating complex order fulfillment workflows. Our iPaaS addresses these by providing robust mapping, event-driven capabilities, AI-assisted validation, and configurable business rules to handle discrepancies and ensure data integrity.
Implementation Timeline

Go live with Infor + Zoho 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 Zoho, 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 + Zoho deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Pricing

Simple, transparent pricing for Infor + Zoho.

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
Next Steps

See Infor + Zoho 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