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Zoho
Infor

Connect Infor M3 to Zoho Field Service Management

Integrate Infor M3 and Zoho Field Service Management to reduce billing delays after jobs are completed. Connect work orders to ERP invoicing workflows so service revenue is captured faster.

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SYNC data between Infor M3 and Zoho Field Service Management

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  • Sync Infor M3 Customer Payment Status to Zoho Field Service Management
  • Export Infor M3 Purchase Orders Linked to Zoho Field Service Management Jobs
  • Sync Infor M3 Customers to Zoho Field Service Management Customer Records
  • View Infor M3 Customer Invoices and Customer Orders in Zoho Field Service Management
  • Access Infor M3 Items and Stock from Zoho Field Service Management
  • Create Infor M3 Customer Orders from Completed Zoho Field Service Management Jobs
*Connection pairings may vary based on your platform specifications

Why Commercient?

With Commercient, you can integrate everything from basic data entry to on-premise or cloud-based end-to-end processes.

Job cost and margin tracking

Sync Zoho Field Service Management job labour, parts and time data to Infor M3 so actual job costs can be reconciled against estimates and margin tracked across the service operation.

Technician scheduling and ERP visibility

Connect Zoho Field Service Management technician assignments and job schedules to Infor M3 so resource costs and job data are available in both platforms for operations and finance.

Customer account visibility

Sync Infor M3 Customers to Zoho Field Service Management so field technicians can view account history, billing contact and previous orders before and during each job.

Work order and job management

Connect Zoho Field Service Management Jobs completion to Infor M3 so finished jobs trigger Customer Orders or Customer Invoices creation in the ERP without manual data entry after the visit.

Trusted by teams from Fortune 500s to startups

See why more customers are choosing Commercient than any other solution

Commercient gets the SYSPRO data to our sales team as quickly as possible. So they’re armed with information when they’re looking at leads and opportunities in Salesforce.

Virgilio Felix
Chief Operating Officer at Café Spice

We had an odd ERP system, and Commercient were one of the few that were able to really support it well.

Todd Brown
Director of Lab Products and Electronic Materials at Polysciences

The sales guys on the US side were so impressed with how we’ve been doing this that now our Netherlands office wants the same sort of feel and the same efficiency on their team.

Vashti Ramgoolam
Director of Sales Administration at AudioQuest

We have inventory, buy/sell pricing, and customer details all synced over to Salesforce.. so Commercient definitely helps us.

Andrew Williams
General Manager at Maxijet Australia
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Make work flow with Commercient agents

Level up your Infor M3 to Zoho Field Service Management integration with Agentic AI. Securely extract, summarize, and transform your integration data.

About Infor M3

Infor M3 is a cloud ERP for mid-size and large manufacturers, distributors and retailers, managing supply chain, production, financials and customer management.

About Zoho Field Service Management

Zoho Field Service Management is a platform for managing field service operations, including scheduling, dispatching, work orders, technician tracking and customer communication.

What customers have to say

Excellent 4.8 416 reviews

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HEULE Precision Tools

★★★★★

We sought a solution to sync data from Epicor Prophet 21 to Zoho CRM and found our answer in Commercient. The setup process, led by Matt Fischer, was straightforward and trouble-free, and we've been enjoying seamless data synchronization for about 8 months now. I would highly recommend Commercient since it has significantly improved our internal sales team's accessibility to order information on the go.

Darrell Green

★★★★★

With Commercient's help, we've been able to seamlessly integrate our CRM's, allowing for smooth information transfer between Acumatica and Zoho. The team, especially Lynnette and Fernando, has been exceptional in ensuring all our issues are resolved. I would highly recommend Commercient for their tremendous support and ability to effectively cross-integrate our CRM's.

Rob Mogolov

★★★★★

Before partnering with Commercient, we were juggling two different systems to manage our business - INFOR for ERP and ZOHO for CRM. Commercient seamlessly linked these systems, improving our reporting efficiency and providing greater visibility for our sales team.

Verified G2 user

★★★★★

Unique service offering with great customer service.

Our experience has been very positive. They've done a great job with syncing our ERP data into Zoho CRM, even when Zoho threw them a few curveballs (with changes on Zoho's end). They were able to navigate those changes without causing any issues on our end. Also, they have very efficient customer service - they pretty much held our hand throughout the entire process and always responded to emails promptly. We…

Verified G2 user

★★★★★

Commercient SYNC w/Zoho CRM

Have had very good experiences working with the Commercient team now for a few years. We have a couple of businesses that use differentiating workflows, and they were able to accommodate our needs on both sides. Implementation is a thorough process that takes some time, but they will do what it takes to make sure the outcome is what you envision Having reliable information readily available for our reps out in…

Verified G2 user

★★★★★

One stop solution for integration of ERP with CRM

The team they put on the task is super skilled in their field and provides an amazing smooth service. Also, it is very customisable solution and the team can actually mould the solution as per your needs It has actually developed lot of formulas and database which makes the enture process of invoicing very easier

Jon C.

★★★★★

ERP Sync review

It has worked great for many years and have used it for at least 8 years. This works in the background and updates our CRM daily. Allows us to not do double entry of data. We are able to bring in inventory data along with product information easily to our CRM.

Verified G2 user

★★★★★

ERP and CRM Integrations

Communication - their team is very clear about needs, goals and outcomes High - we could not complete the process without them Commercient is working with us to integrate our ERP information into our CRM, giving us broader visibility into performance, inventory, and other key details across the organization.

Shane Merritt

★★★★★

We've been using Commercient to sync our ERP and CRM data since 2017. For us, it really was set it and forget it. The team helped us with the initial set up and now the information syncs effortlessly. I definitely recommend Commercient. We save so much time!

Verified G2 user

★★★★★

Time-Saving Sync That Streamlines Our Work

The sync really helps saves time and effort Commercient lets us keep our information in one place. It saves our reps time because they don’t have to re-enter the same information.

Verified G2 user

★★★★★

Long and complicated process but they stuck with us the whole time.

The customer support has been pretty good. It has been over 2 years trying to get this to work in our system, and we are finally getting close to having it the way we need it. They have been very helpful, and haven't charged for additional support except for very specific out of scope things. It is soon going to be allowing us to reduce data entry. We have to enter information in two and sometimes three systems.…

Verified G2 user

★★★★★

Great Integration

Easy to setup, and their technical team was very knowledgeable and eager to help. Our data syncing from Sage to Zoho CRM

Luis G.

★★★★★

Zoho - Sage Commercient Integration

Great integration partner, tech and developers were always helpful. Easy to use and implement! Techs are always eager to help, support is great!

Verified G2 user

★★★★★

Good Sync Service

Easy to use, not much to do after setup. Customer service is very helpful. We need to transfer data between our ERP and our CRM.

Verified G2 user

★★★★★

INTEGRATION WITH SAGE 300 ERP

The customer service and support was exceptional. Commercient SYNC provides integration for the ERP system and CRM software.

Jon Chouinard

★★★★★

Great tool to sync your ERP and CRM

Verified G2 user

★★★★★

Effortless ERP-to-CRM Connection That Streamlines Internal Processes

Easily connects our ERP to the CRM to make internal processes easy. It allows us to not do double efforts in entering data

Verified G2 user

★★★★★

ERP Insights Seamlessly Integrated into Our CRM

Bringing access and insight of our ERP system into our CRM. Monitoring realtime company wide performance.

Nick N.

★★★★★

Great product

Fantastic!! Once we were live, it's been a great experience and one I'd happily recommend to anyone. It works fantastically well, it's a great product and helps our Finance team in their day to day operations.

Verified G2 user

★★★★★

Works Perfectly and Smoothly Every Time

The fact that it works so well, its the bit of tech that works perfectly and does its job smoothly Passing data between our ERP and CRM ensuring Finance teams work efficiently and effectively with the right data at all times

Mark Riley

★★★★★

Commercient has been incredibly valuable in connecting our ERP to our CRM, a process our technical team didn't have the capacity to handle ourselves at the time.

Nick Norris

★★★★★

Whilst initial set up was slow as we have limited resources and IT infrastructure, since implementation, it has been a breeze.

Mark R.

★★★★★

Heavy workloads can be reduced with this automated process

They have been friendly and helpful whenever we have questions and are more than willing to meet if needed. They handled the heavy lifting for us and didn't require much of a technical specialist to assist if we didn't have one available.

Frequently asked questions (FAQs)

Commercient handles customer matching between Infor M3 and Zoho Field Service Management using configurable criteria such as customer code, email or account name. Matching logic is agreed during the scoping and setup process to prevent duplicate records.

Commercient can support syncing Zoho Field Service Management estimates or quotes to Infor M3 as Quotes when included in the integration scope. This keeps quoting activity consistent between the field service platform and the ERP.

Commercient can connect Infor M3 and Zoho Field Service Management to sync data such as Customers, Items, Stock, Customer Orders, Customer Invoices and Cash Receipts. Supported objects and sync direction depend on the customer's system setup and project scope.

Yes, Commercient can sync Infor M3 Customers to Zoho Field Service Management so field technicians have access to current ERP customer data from inside the field service platform. Exact field mapping and sync frequency are configured per project.

Commercient can support creating Infor M3 Customer Orders or Customer Invoices from completed Zoho Field Service Management Jobs when included in the integration scope. This reduces post-visit data entry and accelerates billing cycles. Two-way workflow depends on project configuration.
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Commercient is an AI-first software company based in Atlanta, that connects ERP, CRM, eCommerce, and related systems through its cloud-hosted integration platform, with reusable templates and AI-assisted tools.
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