Introducing Accounting Integration

Accounting Integration allows you to share information between Infor CRM and any accounting system that supports the SData CRM ERP Contract. Infor CRM Web Client users can view open sales orders, customer invoices, customer payments, invoices, and their corresponding details. Users may also create sales orders in the integrated accounting system from within Infor CRM. These sales orders are not integrated with Infor CRM sales orders.

Infor CRM supports the synchronization of information between Infor CRM and supported accounting applications. However, depending on your accounting system, some of this information may not be available. Each accounting system determines the record types they will synchronize with Infor CRM. Depending on your integration, you may be able to synchronize all or some of the following:

Understanding Accounting Integration and Remotes

Some Accounting Integration features are not available to Remote users and Remote Office users. Remote users who connect to the Host Web site have access to all features.

How Do I?

Configure Accounting Integration

Use Accounting Integration