Infor CloudSuite and Square integration

What moves between them

The primary flow runs from Square into Infor CloudSuite. Payments and refunds from Square are read via webhooks or polling and posted as AP invoices and GL entries in CloudSuite, mapped to supplier accounts and cost centers. Square orders map to CloudSuite purchase orders, and Square customer records align with CloudSuite supplier and customer master data. Payment details such as amount, date, and Square order ID are preserved in CloudSuite audit fields for traceability and dispute resolution.

How ml-connector handles it

ml-connector handles both OAuth 2.0 flows: CloudSuite service account credentials (token endpoint and base URL extracted from the customer's .ionapi file) and Square OAuth or Personal Access Token. On CloudSuite, it polls the APS100MI (AP invoice) and CRS620MI (supplier) endpoints on a schedule matching the payment cycle, using modified date filtering to retrieve only new or changed records. When a Square webhook fires (e.g., payment.created), ml-connector verifies the HMAC-SHA256 signature, reads the full payment and order details from Square, maps the customer to a CloudSuite supplier, creates an AP invoice header and lines in CloudSuite via AddHead/AddLine, and posts GL entries to the mapped GL accounts and cost centers. Since CloudSuite M3 operations do not natively support idempotent writes, ml-connector implements query-first deduplication using Square payment ID to prevent duplicate invoices. CloudSuite token lifetime (1 to 24 hours) is managed proactively with refresh before expiry. Square tokens (30-day) are also refreshed when needed. Rate limits (typically 100-500 requests per minute on CloudSuite, Square standard limits) are respected with exponential backoff on 429 responses. Every transaction carries a full audit trail linking back to the original Square payment ID and order.

A real-world example

A mid-market retail organization runs Infor CloudSuite M3 for supply chain and financials across five distribution centers, and uses Square for point-of-sale and payment processing at all locations. Previously, payment summaries were exported from Square manually each day and re-entered into CloudSuite's AP module by accounting staff, a labor-intensive process prone to errors and delays in month-end close. With the integration in place, each payment is automatically captured in CloudSuite as an AP invoice, allocated to the correct cost center by location, and posted to the GL on the same day. The accounting team now starts month-end with payments already reconciled, and the manual re-keying is eliminated.

What you can do

• •Automatically create AP invoices in Infor CloudSuite from Square payments and refunds, mapped to supplier accounts and cost centers.
• •Keep supplier and customer master data in sync between Square and CloudSuite to ensure consistent entity references across both systems.
• •Handle both CloudSuite OAuth service account flow (with per-tenant ION API configuration) and Square OAuth or Personal Access Token authentication seamlessly.
• •Poll CloudSuite on a custom schedule and receive Square webhooks with HMAC-SHA256 verification, reducing latency and eliminating manual data entry.
• •Deduplicate AP invoice creates using Square payment ID, prevent duplicate postings, and maintain a complete audit trail of every transaction.

Questions

How does ml-connector handle Infor CloudSuite's per-tenant ION API configuration and region-specific base URLs?

CloudSuite credentials are tenant- and region-specific; the ION API Gateway base URL and OAuth endpoints are provided in the customer's .ionapi credentials file. ml-connector extracts these values at authentication time and uses them for all API calls, so each customer's instance is properly routed without hardcoding hostnames. Token lifetime is also configurable by tenant, so ml-connector refreshes proactively to avoid expiry mid-session.

What is the data flow direction between Square and Infor CloudSuite, and why doesn't it go both ways?

The primary flow is Square into CloudSuite. Payment transactions, orders, and customer records flow from Square into CloudSuite's AP, PO, and customer master modules so financial records are complete. CloudSuite GL accounts and supplier master data are mapped inbound so postings land on valid accounts and cost centers. CloudSuite does not push financial data back to Square because Square is a commerce and payments layer; GL accounts and invoice details in CloudSuite are the source of truth for accounting.

Does ml-connector handle Square's beta Vendors API and the idempotency limitations of Infor CloudSuite M3?

Yes. Square Vendors API is in beta, so ml-connector documents and tests against the current endpoint structure. Infor CloudSuite M3 Add operations are not natively idempotent, so ml-connector implements query-first deduplication using the Square payment ID as a unique key; before creating an AP invoice in CloudSuite, it queries existing invoices to prevent duplicates. This ensures reliability even if the ml-connector job is retried or network delays occur.