---
title: 'Infor M3 + Wealthbox'
url: 'https://www.staging38.commercient.com/product/infor-m3-wealthbox/'
date: '2026-06-19T10:31:26-04:00'
modified: '2026-06-19T10:31:27-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Infor M3 to Wealthbox, giving your team access to Infor M3 data directly within Wealthbox. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Infor M3 and Wealthbox, syncing customer, order and operational data between the ERP and Wealthbox. This reduces the need for duplicate data entry by keeping key records synchronised across both systems.

## What syncs

- Sync Infor M3 Stock to Wealthbox
- Import Wealthbox Data into Infor M3 Records
- Connect Infor M3 Price Lists to Wealthbox
- Sync Infor M3 Suppliers to Wealthbox
- Export Infor M3 Purchase Orders to Wealthbox
- Connect Infor M3 Cash Receipts to Wealthbox

## Why Commercient

### Financial data management

Connect Infor M3 Customer Invoices and financial records to Wealthbox to support accurate reporting and data management across both systems.

### Vendor and supplier management

Sync Infor M3 Suppliers and Purchase Orders to Wealthbox so procurement data is consistent and available in both platforms.

### Pricing and rates management

Connect Infor M3 Price Lists to Wealthbox so pricing data stays current and consistent across both systems without manual updates.

### Account and contact management

Keep Infor M3 Customers and Customer Contacts aligned with Wealthbox account records so all customer-facing teams work from the same 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 Wealthbox

Wealthbox is a CRM platform for financial advisors, managing client relationships, tasks, notes, activities, opportunities and team collaboration.

## Frequently asked questions

### How often does the Infor M3 and Wealthbox integration sync?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time options depend on system capabilities and project scope.

### Can Infor M3 Items and Stock sync to Wealthbox?

Yes, Commercient can sync Infor M3 Items and Stock to Wealthbox so product data and stock information are current in both systems. Exact mapping depends on project scope.

### Does Commercient support two-way sync between Infor M3 and Wealthbox?

Commercient can support bidirectional sync between Infor M3 and Wealthbox when configured. Exact two-way capabilities depend on the systems involved and the integration scope.

### Can Infor M3 Price Lists sync to Wealthbox?

Commercient can sync Infor M3 Price Lists to Wealthbox when included in scope. Exact pricing sync capabilities depend on how pricing is structured in Infor M3 and how Wealthbox accepts pricing data.

### Can Infor M3 Suppliers and Purchase Orders sync to Wealthbox?

Commercient can support syncing Infor M3 Suppliers and Purchase Orders to Wealthbox when relevant to the integration workflow. Exact capabilities depend on both systems and the project scope.