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This guide explains how to connect Numeral to Infor M3 to calculate tax and, optionally, import customers and products.
Before you begin, you need access to the M3 tax configuration and to Infor OS → API Gateway → Authorized Apps.

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What you’ll do

  1. Start the connection in Numeral
  2. Create the application in Infor
  3. Download and upload the .ionapi file
  4. Save the credentials generated by Numeral
  5. Configure M3 to use Numeral
  6. Save and verify the connection

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1. Start the connection in Numeral

In Numeral, go to Connections → Add connection → Infor M3. Adding an Infor M3 connection in Numeral To complete Company (CONO) and Division (DIVI), open the Infor M3 home screen. You will find both codes in the bottom-right corner, next to your session information. Company and Division codes on the Infor M3 home screen Copy only the codes, not their descriptions. Use the company and division you want to connect. Each connection corresponds to one combination of these values.
  • Enable Test Mode for testing.
  • Leave it disabled to use Numeral in production.

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2. Create the application in Infor

This step enables customer and product imports. Keep the Numeral form open and, in Infor, go to OS → API Gateway → Authorized Apps → Add. Configure the application with the following values: Configuring the Numeral authorized app in Infor OS Save the application.

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3. Download and upload the .ionapi file

In the saved application, click Download Credentials. In the dialog:
  1. Enable Create Service Account.
  2. Under Full Name, search by name for a user authorized to access the M3 data and select the user from the results. Entering only their name or code is not enough.
  3. Under Scopes, select Infor-M3.
  4. Click Download and store the .ionapi file securely.
Downloading credentials for the authorized app Return to the Numeral form:
  1. Expand Import customers and products.
  2. Click Choose File and select the downloaded file.
  3. Wait for Numeral to validate authentication and access to customers and products.
  4. When all checks pass, click Create connection.
Uploading the .ionapi file in Numeral

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4. Save the credentials generated by Numeral

Numeral will display three values: Credentials generated by Numeral for the M3 connection
Copy and securely store the License number before closing this window. You will not be able to retrieve it later; you can only replace it with a new one.

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5. Configure M3 to use Numeral

In Infor M3, open CRS794 — Integration Settings – Tax Interface and select the same company and division you entered in Numeral.
Before changing the configuration, save the current values and make sure you have the previous provider’s credentials. Numeral does not store this information, and you will need it to revert the change.
Complete the fields as follows: Select 2-AvaTax, even though you are connecting Numeral. For the remaining fields, use the Numeral credentials, not those of the previous provider. CRS794 Integration Settings – Tax Interface in Infor M3

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6. Save and verify the connection

  1. Click Next to save the changes in M3.
  2. Open Actions and select Verify connection.
  3. Confirm that the verification completes successfully.
Verifying the connection in CRS794
Creating the connection in Numeral does not activate tax calculation by itself. You must also save the CRS794 configuration so that M3 begins sending requests to Numeral.

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Final checklist

  • Company and Division match in Numeral and M3.
  • Test Mode is set appropriately for testing or production.
  • The .ionapi file was validated if imports were enabled.
  • Server address, Account number, and License number were stored securely.
  • CRS794 uses 2-AvaTax with the Numeral credentials.
  • Verify connection completed successfully.