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**What is it for:**

Infor M3, as an ERP system, offers a web-based user interface and a direct server connection through its API. The API is about 100 times faster than manual entry for mass data updates and provides data downloading capabilities.  
  
The system supports many API transactions that assist users in creating, changing, updating, and downloading data. There are over 3,000 transactions available. Common use cases include creating and updating items, item settings, styles, equipment; managing and reporting manufacturing orders; administering purchase and sales prices; initiating purchase and customer orders; managing product structures; bill of materials; migrating stocks or financial data; reporting inventory; stock-taking, and much more. However, the free version is restricted to item-related functions, such as adding and modifying items in the warehouse, facility, units of measure, languages, etc.

  

  

**How to use:**

1.  Ask your management to download the Data update tool from UiPath Marketplace, install in your corporate environment, and publish it for you. Without any code adjustments, this Marketplace version is ready to use for free with all features needed for MMS functions, that is item-related uploads or downloads.
2.  Begin by using our sample Excel form. Adjust it to fit your business processes, like item numbering conventions. We can assist with its initial use at no cost if required. Alternatively, you can link your existing Excel forms to our sample datasheet using regular formulas.
3.  Share the file with other departments, to collaborate online and fill up relevant data.
4.  Once the form has been verified, open it within the UiPath automation, send the data to Infor M3, and verify the newly created item along with all related settings in just a few clicks.
5.  The result of the job is written back into the Excel file, ensuring you maintain complete control.

  

You might also reuse this sample file to mass upload i.e., thousands of items during one go. Simply bypass the form, prepare the datasheet with data ready for upload, and process the file in the usual manner.  

  

**Prerequisites:** 

\- Infor M3 Cloud version 16 

\- Access to Infor M3 granted for external applications by API 

\- The HTTP server address you use in a browser

Exchange data between Infor Cloudsuite M3 and Excel seamlessly via API. Create items, upload pricelists, or download data with no more than a few clicks. Try with Excel-based item form attached.

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MIT License Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the 'Software'), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED 'AS IS', WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

Version	Release Date	Download Link
1.0.2	November 21, 2023
Data update tool for Infor Cloudsuite M3 version 1.0.2 - All APIs starting from MMS...MI are available in this free version - Infor M3 version 16 and 13.4 single tenant cloud supported with OAuth token-based login. Because of small demand, this version doesn't cover username and password login - Multiple API calls at once - Created with key business experts as primary users in mind, excel forms are fully configurable without a need for IT staff Limitations - No chained API calls available, that is i.e. not possible to create purchase or sales orders that can be imported via PPS370 or OIS275 - Download limited to 10 000 records, as enforced by Infor

Data update tool for Infor Cloudsuite M3