---
title: 'Infor VISUAL + Creatio'
url: 'https://www.staging38.commercient.com/product/infor-visual-creatio/'
date: '2026-06-19T10:31:48-04:00'
modified: '2026-06-19T10:31:48-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Infor VISUAL to Creatio, giving your team access to Infor VISUAL data directly within Creatio. 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 VISUAL and Creatio, giving sales teams access to ERP customer, order, invoice and inventory data from inside Creatio. The connection also allows Creatio Opportunities to flow into Infor VISUAL as Sales Orders when the CRM-to-ERP workflow is included in project scope.

## What syncs

- Access Infor VISUAL Price Lists from Creatio
- Sync Infor VISUAL Credit Notes to Creatio
- Import Creatio Contacts as Infor VISUAL Customer Contacts
- Connect Infor VISUAL Quotes to Creatio Opportunities
- Sync Infor VISUAL Customers to Creatio Accounts
- Display Infor VISUAL Invoices in Creatio

## Why Commercient

### Pricing and discount visibility

Sync Infor VISUAL Price Lists to Creatio so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Creatio deal values and expected close dates with Infor VISUAL order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Infor VISUAL customer credit status and order limits to Creatio so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Infor VISUAL Customers account assignments to Creatio Accounts so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

## About Infor VISUAL

Infor VISUAL is a manufacturing ERP for engineer-to-order and project-based manufacturers, managing job costing, production, purchasing, inventory and financials.

## About Creatio

Creatio is a no-code CRM and process automation platform for sales, marketing and service teams, managing leads, accounts, opportunities, cases and marketing campaigns.

## Frequently asked questions

### Can Commercient support dashboards or reporting from Infor VISUAL data in Creatio?

Commercient can support surfacing Infor VISUAL data inside Creatio views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Infor VISUAL and Creatio integration scoped and implemented?

Commercient scopes each integration project based on the customer's Infor VISUAL and Creatio configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Infor VISUAL Sales Orders history sync to Creatio account records?

Yes, Commercient can sync Infor VISUAL Sales Orders history to Creatio Accounts records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both Infor VISUAL and Creatio?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Infor VISUAL and Creatio?

Commercient can synchronise key Infor VISUAL ERP data with Creatio, such as Customers, Contacts, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.
