> ## Documentation Index
> Fetch the complete documentation index at: https://docs.numeral.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Infor M3
> Connect Infor M3 to Numeral for tax calculation and, optionally, customer and product imports.
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**.
## 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
***
## 1. Start the connection in Numeral
In Numeral, go to **Connections → Add connection → Infor M3**.
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.
Copy only the codes, not their descriptions.
| Field in Numeral | Example value |
| ---------------- | ------------- |
| Company (CONO) | `100` |
| Division (DIVI) | `100` |
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.
***
## 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:
| Field | Value |
| ------------------------- | ------------------------ |
| Name | `Numeral M3 Integration` |
| Description | `Numeral M3 Integration` |
| Type | **Backend Service** |
| Grant Type | **Password Credentials** |
| Use Bridge Authentication | **Disabled** |
| Enforce Scopes | **Enabled** |
| Scopes | **Infor-M3** |
| OAuth 2.0 Access Token | **2 Hours** |
| Issue Refresh Tokens | **Disabled** |
Save the application.
***
## 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.
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**.
***
## 4. Save the credentials generated by Numeral
Numeral will display three values:
| Value | Where it is used |
| ------------------ | --------------------- |
| **Server address** | Service address in M3 |
| **Account number** | Connection account |
| **License number** | Connection credential |
**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.
***
## 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:
| Field in CRS794 | Value |
| ------------------ | ------------------------------ |
| **Sls tax interf** | **2-AvaTax** |
| **Server address** | The value generated by Numeral |
| **Account number** | The value generated by Numeral |
| **License number** | The value generated by Numeral |
Select **2-AvaTax**, even though you are connecting Numeral. For the remaining fields, use the Numeral credentials, not those of the previous provider.
***
## 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.
**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.
***
## 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.