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Unify Finance & Operations: Seamless Xero Infor Integration

Connect your accounting powerhouse with your enterprise resource planning system for real-time data, automated workflows, and unparalleled business agility.

The Challenge

The Disconnected Enterprise: Why Siloed Xero & Infor Data Holds You Back

Without a robust integration, your Xero financial data and Infor operational data exist in separate silos, leading to inefficiencies, errors, and delayed insights. This fragmentation creates a chasm between your accounting and core business processes.

  • Manual data entry between Xero and Infor, prone to human error and delays.
  • Inaccurate or outdated inventory levels leading to overselling or stockouts.
  • Delayed financial closes due to manual reconciliation of sales orders, invoices, and payments.
  • Lack of a unified customer or vendor view across systems, impacting service and supplier relations.
  • Difficulty in generating comprehensive, real-time reports that combine financial and operational metrics.
  • Challenges in complying with financial regulations due to inconsistent data across platforms.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent Xero Infor Integration with an iPaaS

Our advanced iPaaS platform provides a robust, low-code solution to seamlessly connect Xero and Infor, transforming your finance and operations. By automating data flows and workflows, we bridge the gap between your accounting and ERP systems, creating a synchronized, efficient, and intelligent enterprise.

  • Bi-directional data synchronization for key entities.
  • Event-driven architecture for real-time updates.
  • Visual, drag-and-drop workflow builder.
  • AI-powered data mapping and validation.
  • Pre-built connectors for Xero and Infor APIs.
Implementation Timeline

Go live with Xero + Infor 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 Xero and Infor, 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 Xero + Infor 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 for key entities.
  • Event-driven architecture for real-time updates.
  • Visual, drag-and-drop workflow builder.
  • AI-powered data mapping and validation.
  • Pre-built connectors for Xero and Infor APIs.
  • Comprehensive error handling and monitoring.
  • Scalable cloud-native platform.

Deep Dive: Xero & Infor Integration Architecture

Our iPaaS solution provides a robust, secure, and scalable framework for integrating Xero and Infor. It employs an event-driven, API-first approach, ensuring data consistency and real-time synchronization across your enterprise.

Data Flow Steps

Authentication: Securely connect to Xero via OAuth 2.0 and Infor via OAuth 2.0 or API Keys, establishing dedicated service accounts with least privilege.

Event Triggering: Configure webhooks in Xero (for new invoices, payments, contacts) and leverage Infor's API events or outbound messages for key operational changes (new sales orders, inventory updates). For systems without native webhooks, the iPaaS employs efficient polling with 'If-Modified-Since' headers.

Data Extraction: The iPaaS extracts relevant data from the source system (Xero or Infor) based on the triggered event.

Data Transformation & Harmonization: Data is transformed using a visual mapping canvas. This includes field mapping, data type conversions, enrichment (e.g., adding Xero Tracking Categories based on Infor dimensions), and applying business logic (e.g., calculating tax, converting currencies). AI assists in suggesting complex transformations.

Validation: Data is validated against Xero and Infor's API requirements and custom business rules to prevent errors. AI-powered anomaly detection flags unusual data patterns.

Error Handling & Retries: Transient API errors (rate limits, network issues) trigger intelligent retries with exponential backoff. Persistent errors are logged, generate alerts, and routed to a dead-letter queue for manual review and reprocessing.

Data Ingestion: The transformed and validated data is then ingested into the target system (Xero or Infor) via its respective API endpoint.

Monitoring & Reporting: End-to-end monitoring provides real-time visibility into integration health, performance, and data flow status, with comprehensive audit logs for compliance.

Data Touchpoints

Infor Customer <-> Xero Contact
Infor Sales Order -> Xero Invoice
Infor Product / Inventory Item <-> Xero Item
Infor Purchase Order -> Xero PurchaseOrder / Bill
Infor Vendor <-> Xero Contact
Infor Payment Transaction -> Xero Payment / BankTransaction
Infor General Ledger Account <-> Xero Account
Infor Project Data -> Xero Invoice (with Tracking Categories)
Infor Employee Expenses -> Xero Bill / BankTransaction

"A conceptual diagram showing data flowing from Infor (CRM/SCM/HCM) via iPaaS, through transformation and validation, to Xero (Finance), and vice-versa. Key entities like Customer/Contact, Sales Order/Invoice, Product/Item, PO/Bill are highlighted as touchpoints. Webhooks and API calls are the primary communication methods."

Pricing

Simple, transparent pricing for Xero + Infor.

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 Xero

Integrating Xero 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 between Xero and Infor

Understanding how core business entities map between Xero and Infor is fundamental to a successful integration. Our iPaaS provides visual mapping tools and AI assistance to ensure accurate and consistent data flow, handling discrepancies and complex transformations.

Customer / Contact

Represents a business or individual that purchases goods/services (Infor Customer) or a customer/supplier/employee (Xero Contact).

Xero Fields

ContactID Name FirstName LastName EmailAddress ContactStatus IsCustomer IsSupplier Addresses (Type, AddressLine1, City, PostalCode, Country) Phones (PhoneType, PhoneNumber)

Infor Fields

CustomerID CustomerName BillingAddress (Street, City, Zip, Country) ShippingAddress (Street, City, Zip, Country) ContactEmail PhoneNumber PaymentTerms CreditLimit

Mapping Notes

Infor's CustomerName can map to Xero's Name. Billing/Shipping Addresses in Infor typically map to Xero's default 'POBOX' or 'STREET' address types. 'CustomerID' in Infor should be stored in a custom field or 'Reference' on Xero Contact for unique identification. Directionality is often bi-directional, with Infor as the system of record for master data.

Next Steps

See Xero + Infor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

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 Xero Invoice & Payment Reconciliation

Automate the entire sales order lifecycle from an eCommerce platform (via Infor) to Xero, including invoice generation, payment receipt, and bank reconciliation.

Integration Steps:

  1. 0 Customer places order on eCommerce. Order flows to Infor as a Sales Order.
  2. 1 Infor Sales Order fulfillment triggers an event to the iPaaS.
  3. 2 iPaaS creates/updates Xero Contact (if new) and generates a Draft Invoice in Xero using Infor Sales Order Line Items and Customer data.
  4. 3 Upon Infor Sales Order completion and invoicing, Xero Invoice is authorized.
  5. 4 Payment received via payment gateway (integrated with Infor) triggers a Payment transaction in Infor.
  6. 5 iPaaS records a Payment against the Xero Invoice and creates a BankTransaction for reconciliation.
  7. 6 AI-assisted reconciliation within Xero matches the BankTransaction to the payment.

Business Outcome

Real-time revenue recognition, automated receivables, faster cash application, reduced manual reconciliation, improved customer satisfaction with timely invoices.

Frequency

Real-time (event-driven via webhooks/API triggers)

Business Value

Key Integration Benefits

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

Accelerated Financial Close
Automate the flow of sales, purchase, and payment data, significantly reducing manual reconciliation and closing times.
Enhanced Data Accuracy
Eliminate manual data entry errors and ensure consistent, real-time data across Xero and Infor with AI-driven validation.
Optimized Inventory Management
Synchronize Infor's detailed inventory levels with Xero's item tracking for accurate COGS and stock valuation, preventing overselling.
Improved Operational Efficiency
Automate routine tasks like invoicing, bill creation, and payment processing, freeing up teams for strategic work.
Unified Customer & Vendor View
Maintain a single source of truth for all contact data, enhancing customer service and streamlining supplier relations.
Scalable & Future-Proof
A modular iPaaS architecture supports growth, easily adapting to new business needs, system updates, and increased data volumes.
Regulatory Compliance
Ensure financial transactions and reporting adhere to compliance standards with auditable, accurate, and consistent data flows.

Accelerated Financial Close

30% Faster Close Cycles

📋 What You Get

Automate the flow of sales, purchase, and payment data, significantly reducing manual reconciliation and closing times.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Close Cycles, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Xero + Infor 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 Xero and Infor, 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 Xero + Infor 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
GET, POST, PUT /api.xro/2.0/Contacts Create/update Xero Contacts (Customers, Suppliers, Employees) from Infor Customer/Vendor data.
GET, POST, PUT /api.xro/2.0/Invoices Create Xero Sales Invoices from Infor Sales Orders.
GET, POST, PUT /api.xro/2.0/Bills Create Xero Purchase Bills from Infor Purchase Orders or employee expenses.
GET, POST /api.xro/2.0/Payments Record payments against Xero Invoices/Bills based on Infor Payment Transactions.
GET, POST, PUT /api.xro/2.0/Items Synchronize Infor Product/Inventory data with Xero Items.
GET, POST, PUT /api.xro/2.0/TrackingCategories Manage Xero's analytical dimensions, mapping to Infor project/department codes.

Transformation Logic

  • Canonical Data Model: Data is often transformed into a canonical model within the iPaaS before mapping to the target, ensuring consistency across multiple integrations.
  • Lookup Tables: Use internal lookup tables for mapping complex codes (e.g., Infor GL Account Codes to Xero Account Codes, Infor Tax Zones to Xero Tax Types).
  • Conditional Logic: Apply transformations only if certain conditions are met (e.g., only create Xero Invoice if Infor Sales Order status is 'Invoiced').
  • Data Aggregation/Splitting: Combine multiple Infor fields into one Xero field or split a complex Infor field into multiple Xero fields.
  • Date/Time Formatting: Standardize date and time formats to meet each system's requirements.

🛡️ Error Handling

  • Xero API rate limit exceeded (handled by backoff and queuing).
  • Invalid data format for a required field (e.g., incorrect date format).
  • Missing mandatory fields in Xero or Infor payload.
  • Duplicate record creation due to existing ID conflict.
  • Authentication token expiration (handled by automated refresh).
  • Network connectivity issues between iPaaS and either system.
  • Business rule violation (e.g., attempting to create an invoice for an inactive customer).
Pricing

Simple, transparent pricing for Xero + Infor.

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
Support & Information

Frequently Asked Questions

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

General FAQs

What are the primary benefits of integrating Xero with Infor?
Integrating Xero and Infor automates critical workflows like Order-to-Cash and Procure-to-Pay, ensures real-time data synchronization across finance and operations, improves data accuracy, accelerates financial closes, and provides a unified view of customer and vendor master data. It significantly reduces manual effort and enhances strategic decision-making.

Technical FAQs

How does an iPaaS facilitate Xero and Infor integration?
A modern iPaaS (Integration Platform as a Service) provides pre-built connectors for Xero and Infor, a visual low-code/no-code interface for designing workflows, a powerful data transformation engine, and robust error handling. It orchestrates data flow using APIs and webhooks, ensuring secure, scalable, and real-time synchronization without custom coding.
How do you handle Xero and Infor API rate limits?
Our iPaaS implements intelligent strategies to manage API rate limits for both Xero and Infor. This includes request queuing, intelligent batching of non-real-time data, using exponential backoff for retries, and designing workflows to only retrieve/send essential data. Proactive monitoring helps anticipate and prevent hitting limits.

Low-Code FAQs

Can I use low-code/no-code tools for Xero Infor integration?
Absolutely. Modern iPaaS platforms offer extensive low-code/no-code capabilities, empowering business analysts and finance teams to design, deploy, and manage complex Xero Infor integration workflows visually. This reduces reliance on IT, accelerates development cycles, and allows for rapid iteration of business processes.

AI FAQs

What role does AI play in Xero Infor integration?
AI significantly enhances Xero Infor integration by providing intelligent capabilities such as auto-generating integration flows, suggesting optimal field mappings, detecting anomalies in financial transactions, validating data against business rules, and automating exception handling. This reduces manual intervention, improves data quality, and offers proactive insights.

Data Mapping FAQs

What are the key entities synchronized between Xero and Infor?
Common entities synchronized include: Infor Customer to Xero Contact, Infor Sales Order to Xero Invoice, Infor Product/Inventory Item to Xero Item, Infor Purchase Order to Xero Bill/PurchaseOrder, Infor Vendor to Xero Contact, and Infor Payment Transaction to Xero Payment/BankTransaction. General Ledger Accounts are also critical for financial posting.

Security FAQs

How do you ensure data security and compliance?
We adhere to enterprise-grade security standards including OAuth 2.0 for authentication, TLS/SSL encryption for data in transit, encryption at rest, and strict role-based access control. Compliance with regulations like GDPR, CCPA, and PCI DSS is ensured through data masking, audit trails, and secure credential management within the iPaaS.

Infor Specific FAQs

Can this integration support Infor's various modules like Finance, SCM, and HCM?
Yes, a flexible iPaaS is designed to connect with Infor's diverse modules. It can interact with Infor Financials for GL and AP/AR, Infor Supply Chain Management (SCM) for inventory and orders, and Infor Human Capital Management (HCM) for employee data and expenses, leveraging Infor's specific APIs for each module to ensure comprehensive data integrity.
Implementation Timeline

Go live with Xero + Infor 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 Xero and Infor, 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 Xero + Infor 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 Xero + Infor.

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 Xero + Infor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.