Infor CloudSuite and HubSpot integration

What moves between them

The primary flow is CloudSuite into HubSpot. Customer master records from CloudSuite CRS610MI (customers, names, addresses, GL dimensions) sync to HubSpot companies on a daily or weekly schedule, with pricing and item data from MMS200MI syncing to HubSpot products. Contact lists pulled from HubSpot can update customer records in CloudSuite via the CRS610MI ChgFinancial operation to keep billing addresses, credit terms, and notes in sync. All records carry full audit trails and can be replayed if a downstream call fails.

How ml-connector handles it

ml-connector stores both credential sets encrypted. For CloudSuite, it extracts the tenant-specific OAuth endpoint from the .ionapi file, requests a bearer token using Resource Owner Password Credentials, and proactively refreshes tokens before their configured lifetime expires to avoid mid-sync failures. For HubSpot, it uses the Private App Access Token as a Bearer header on every request and respects the rate limit by backing off on HTTP 429 responses. Customer records are keyed on the CloudSuite customer ID (stored in a HubSpot custom property) to prevent duplicates; products are keyed on item number and facility. GL dimension mappings (cost centers, departments) from CloudSuite are stored in HubSpot as custom properties on companies so the sales team understands where revenue will post. HubSpot's batch operations accept 100 records per request, so large customer syncs are chunked. Because CloudSuite publishes no public webhooks, ml-connector polls the CRS610MI and MMS200MI tables on a configurable schedule and tracks the last successful sync by modified-date filter to avoid re-processing old records.

A real-world example

A mid-market B2B electronics distributor runs Infor CloudSuite for procurement, inventory, and finance across three locations, and HubSpot for sales, quotes, and customer management. Before the integration, the sales team manually typed customer information into HubSpot after CloudSuite entries were created, leading to address mismatches and missing GL dimension data needed for quote-to-cash forecasting. With CloudSuite and HubSpot connected, each new customer added to CloudSuite immediately appears in HubSpot with complete billing address, credit terms, and GL cost center mappings, and sales reps see the information without re-keying. When a customer contact email or address changes in HubSpot, it flows back to CloudSuite so the billing system always has the current information.

What you can do

• •Sync customer master records from Infor CloudSuite to HubSpot companies on a scheduled interval, with GL dimension mapping to custom properties.
• •Keep HubSpot contact and company records updated with changes made in CloudSuite customer master data.
• •Mirror item master and pricing from CloudSuite MMS200MI to HubSpot products, keyed by facility and item number.
• •Handle OAuth 2.0 token refresh for CloudSuite and Bearer token authentication for HubSpot, with proactive token refresh before expiry.
• •Poll CloudSuite tables on a schedule, track successful syncs by modified date, and maintain a full audit trail for every customer and product record moved.

Questions

Which direction does data flow between Infor CloudSuite and HubSpot?

The main flow is CloudSuite to HubSpot. Customers, items, and pricing from CloudSuite sync into HubSpot as companies and products. Contact and company changes in HubSpot can flow back to CloudSuite to update customer records. GL dimensions and cost centers from CloudSuite are preserved in HubSpot custom properties so sales reps understand financial impact.

How does ml-connector handle the OAuth setup and token lifetimes for CloudSuite?

Infor CloudSuite token endpoints and credentials are per-tenant and extracted from the .ionapi credentials file. ml-connector stores the OAuth client credentials encrypted, requests a bearer token using Resource Owner Password Credentials, and proactively refreshes the token before it expires based on the tenant admin's configured lifetime (1 to 24 hours). This prevents mid-sync token failures.

Does HubSpot require webhooks, or can ml-connector poll instead?

HubSpot supports both webhooks and polling. ml-connector uses polling to stay aligned with CloudSuite's pull-based model, querying the HubSpot Search or Lists API on a regular schedule and using modified-date filters to avoid re-processing records. This keeps both systems consistent without requiring a separate Public App webhook registration.