Infor M3 Integration Overview

In this guide you will learn how to connect Tekst to your Infor M3 ERP system to automate sales orders, customer lookups, and item validation directly from emails and communications. This integration processes incoming requests without manual data entry while maintaining full GDPR compliance.

How It Works

The Infor M3 integration uses REST APIs to connect Tekst's AI with your ERP system. When emails arrive with orders or requests, Tekst extracts the relevant data, validates it against M3 customer and item records, then creates and confirms orders automatically.

The integration supports 6000+ M3 API transactions and works with Infor Data Lake for real-time data synchronization in high-volume environments.

Key Capabilities

• Automated Sales Orders: Create order headers and line items from email content, then confirm orders in M3
• Customer & Item Validation: Look up customers by VAT number or code, verify item availability and details
• Multilingual Processing: Extract order data from emails in 20+ languages with M3-specific terminology training
• No Data Storage: Processes requests in real-time without retaining data post-action for compliance
• Batch Processing: Handle high-volume order flows efficiently

Common Use Cases

Organizations use this integration to automate manufacturing and distribution workflows:

• Convert email purchase orders into M3 sales orders automatically
• Validate customer information before order creation to prevent errors
• Process order confirmations and send notifications back to customers
• Extract line items, quantities, and delivery dates from unstructured emails
• Route orders based on customer type, region, or product category

Prerequisites

Before setting up the integration, ensure you have:

Infor M3 Requirements

• Service account with API access to Customer, Item, and Order endpoints
• OAuth 2.0 client credentials (Client ID and Client Secret)
• SAAK (Service Account Access Key) and SASK (Service Account Secret Key)
• Base URL for your M3 instance and Token URL for authentication
• Appropriate permissions for creating and confirming sales orders

Tekst Requirements

• Admin role in Tekst platform

Initial training on your company-specific terminology, SKUs, and acronyms significantly improves extraction accuracy for M3 workflows.

Setup Process

Step 1: Gather M3 Credentials

Obtain the following from your Infor M3 administrator:

• Client ID and Client Secret for OAuth authentication
• SAAK and SASK for service account access
• Base URL (your M3 API endpoint, e.g., https://yourcompany-m3.infor.com)
• Token URL (OAuth token endpoint)

Ensure URLs use HTTPS and do not include trailing slashes. Incorrect formatting can cause authentication failures.

Step 2: Connect in Tekst

1. Navigate to Settings > Integrations
2. Click Add Integration and select Infor M3
3. Enter your credentials:
   • Client ID
   • Client Secret
   • SAAK (Service Account Access Key)
   • SASK (Service Account Secret Key)
   • Token URL
   • Base URL
4. Click Test Connection to verify API access
5. Click Save when the connection succeeds

A successful connection test confirms Tekst can communicate with your M3 APIs and authenticate properly.

Step 3: Configure Workflows

After connecting, build automation workflows in the Flows Builder:

1. Go to Flows Builder
2. Create a new flow with a trigger (e.g., "New email received")
3. Add actions from the Infor M3 integration:
   • Get Customer: Look up customer by VAT number or customer code
   • Get Item: Validate item numbers and retrieve details
   • Create Order: Generate order header and line items
   • Confirm Order: Move order to confirmed status (20-25)
4. Configure each action with extracted data fields
5. Add notification or logging steps
6. Test the flow with sample emails

Example Workflow

Here's a typical automated order processing flow:

1. Trigger: Email arrives with purchase order attachment
2. Extract Data: AI pulls customer VAT, line items, quantities, and delivery date
3. Lookup Customer: Validate customer exists in M3 using VAT number
4. Validate Items: Check each item number against M3 inventory
5. Create Order: Build order with header (customer, dates) and lines (items, quantities)
6. Confirm Order: Update order status to confirmed
7. Notify: Send confirmation email with M3 order number (ORNO)

Tekst handles multilingual emails automatically, but training on your specific M3 data improves accuracy for industry-specific SKUs and terminology.

Security & Compliance

The Infor M3 integration maintains enterprise-grade security:

• No Data Retention: Data is processed in real-time and not stored after actions complete
• GDPR Compliant: Meets European data protection requirements
• Secure Token Management: OAuth tokens are cached securely and refreshed automatically
• Auditable Logs: All M3 actions are logged for compliance in regulated industries
• Role-Based Access: Only authorized Tekst admins can configure M3 connections

Next Steps

Now that you understand the Infor M3 integration, explore:

• Detailed workflow automation examples
• Troubleshooting common connection and order issues
• Advanced configurations for batch processing