Infor CloudSuite and AvidXchange integration

What moves between them

The main flow runs from Infor CloudSuite into AvidXchange. ml-connector reads suppliers and pushes them into AvidXchange as payees so payments can be routed, reads GL accounts and accounting dimensions so AP staff can code invoices to the right accounts, and submits approved supplier invoices with their line coding and PO references for two-way and three-way matching. After AvidXchange executes a payment by check, ACH, or virtual card, ml-connector pulls the settled payment record, including check number or ACH trace and payment date, and posts it back into Infor CloudSuite against the matching invoice. GL accounts are read-only in AvidXchange, so ml-connector never writes ledger structure back into it.

How ml-connector handles it

ml-connector stores both credential sets encrypted. On the Infor side it requests an OAuth2 bearer token with the Resource Owner Password grant using the .ionapi client and service account fields, refreshes it proactively before the one to twenty-four hour expiry rather than reacting to a 401, and supplies the company number that most M3 calls require. It accepts the full per-customer ION Gateway base URL and tenant segment, since Infor publishes no shared hostname. On the AvidXchange side it sends the company token and user token as headers on every request. Vendors and GL accounts are mapped and pushed first, because a vendor must exist in AvidXchange before an invoice can be coded and paid, and a missing payee means a payment failure. Both APIs are pull-only, so ml-connector polls on a schedule: Infor for new and approved invoices, and AvidXchange for settled payments after a batch. Infor M3 Add transactions are not idempotent, so before posting a settled payment back ml-connector queries the invoice first and dedupes on the external payment id and a BullMQ jobId to avoid double-booking. Invoice images travel with the batch as part of the AvidXchange payload. Infor rate limits return HTTP 429 per tenant, so ml-connector backs off with jitter and retries, and every record carries a full audit trail that can be replayed if a downstream call fails.

A real-world example

A mid-sized property management firm with about four hundred employees runs Infor CloudSuite Financials for the general ledger and vendor master across dozens of managed buildings, and uses AvidXchange to capture and pay supplier invoices. Before the integration, AP clerks exported approved invoices from AvidXchange and keyed the payment details back into Infor by hand, and they manually re-entered new vendors and GL code changes into AvidXchange whenever the chart of accounts moved. Payments sat unposted for days, vendor lists drifted out of sync, and some bills could not be paid because the payee was missing in AvidXchange. With Infor CloudSuite and AvidXchange connected, vendors and GL codes sync into AvidXchange automatically, approved invoices submit for payment, and each settled payment posts back to the correct invoice in Infor within the polling window, so the two ledgers stay aligned and the manual re-keying step is gone.

What you can do

• •Push Infor CloudSuite suppliers into AvidXchange as payees so invoices can be routed and paid.
• •Sync Infor GL accounts and accounting dimensions into AvidXchange so AP staff code invoices to valid accounts.
• •Submit approved Infor AP invoices with line coding, PO references, and images into AvidXchange for payment.
• •Post settled AvidXchange payment records, including check number or ACH trace, back into Infor CloudSuite.
• •Bridge Infor ION OAuth2 token auth and AvidXchange company and user tokens, with retries and a full audit trail.

Questions

Which direction does data move between Infor CloudSuite and AvidXchange?

Vendors, GL accounts, accounting dimensions, and approved AP invoices move from Infor CloudSuite into AvidXchange so bills can be coded and paid. After AvidXchange executes payment, the settled payment detail moves back into Infor CloudSuite to close the invoice. GL accounts are read-only in AvidXchange, so ml-connector never writes ledger structure back into it.

How does the integration bridge the two different authentication models?

Infor uses OAuth2 with the Resource Owner Password grant, taking client and service account credentials from the .ionapi file, and AvidXchange uses proprietary company and user tokens sent as headers. ml-connector stores both encrypted, requests and refreshes the Infor bearer token before its one to twenty-four hour expiry, and attaches the AvidXchange tokens on every call. It also supplies the company number that most Infor M3 calls require.

Does either system push events, or does ml-connector poll for changes?

Neither side offers self-service webhooks for this pair, so ml-connector polls both on a schedule you control. It reads new and approved invoices from Infor and pulls settled payments from AvidXchange after a batch. Because Infor Add transactions are not idempotent, it queries before posting and dedupes on the external payment id and a job id to prevent double-booking.