ERP & Inventory
Connect Infor
The B2B quoting layer for Infor CloudSuite.
Overview
Infor + TackQuote
TackQuote connects to Infor CloudSuite (M3/LN) via the Infor ION API so quotes are built from live item records and accepted quotes are written back as Infor sales/customer orders. Item, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, and orders are created the moment a quote is accepted.
TackQuote connects to Infor CloudSuite through the Infor ION API using an OAuth service account. Items refresh every two hours; orders are pushed on acceptance.
Before you start
What you'll need
- Infor CloudSuite (M3 or LN) with ION API access
- Authorized ION API application and service account
- Data access to items, customers, and order objects
- TackQuote Pro plan or above
Setup
How to connect Infor
Provision ION API access
In Infor OS, create an authorized app and download the credentials (.ionapi) for a service account with the required data access.Connect in TackQuote
Upload the ION API credentials in TackQuote Integrations → Infor and select your tenant/company. TackQuote begins the item sync.Map items and order defaults
Confirm price list and warehouse mapping and set the order defaults used on acceptance.Go live
Build quotes from live Infor items. Accepted quotes create orders and matched customers automatically.
Capabilities
What you get
Item & Price Sync
TackQuote pulls Infor items and pricing into the quote builder on a scheduled cadence through the ION API.
Order Creation
Accepted quotes create Infor customer/sales orders with items, quantities, and customer mapping.
Customer Sync
TackQuote matches buyers to Infor customers and creates new records where needed.
Inventory Awareness
Warehouse availability pulls into TackQuote so reps quote against real stock.
FAQ
Infor questions
Which Infor products does this cover?
TackQuote integrates through the Infor ION API, which fronts CloudSuite products such as M3 and LN. Exact object mapping is confirmed during setup for your deployment.
What do I need to connect TackQuote to Infor?
An authorized ION API application with downloaded .ionapi credentials for a service account, plus TackQuote Pro plan or above.
How current is the item data used in quotes?
Items and pricing refresh on a two-hour scheduled pull plus an on-demand refresh, while orders and customer records push to Infor immediately on acceptance.