Where to start? Document integration from external data warehouse to Infor CloudSuite Industrial (CS

I did a brief search to see if I could find a discussion that describes an end to end solution for integrating data from an external system to Infor CloudSuite Industrial using Infor OS, but didn't find what I was looking for - probably just don't know the magic search terms to get there from here. So let me describe what I am looking for and perhaps someone can point me in the right direction.

I followed the Infor YouTube video "Infor OS - How to call an ION API" and got Postman working to make API calls to IMS (/ping) and CSI (/load/{ido}). So I am good on that front.

The next step is where I am stuck. There are multiple APIs and services provided by Infor OS and CSI for getting data into CSI. I was recently told by Infor folks that Infor OS is the new best practice for doing that. So I am throwing all my old CSI tricks out and am looking for the best Infor OS way to import data into CSI.

The starting point for the source data is flexible at this point and I can specify the format - whatever is best/easiest to work with. Test data is currently in a CSV text file format.

The end point for the data, using the Customers example, is customer records in the CSI SLCustomers IDO.

At a basic level I understand that I need:

A connection point (but what kind?)
BOD(s) one for the source document and one for the target
A Document Workflow
Possible mapping between source and target documents

So I believe my next step is to determine the connection point to use and how to send it my document? Can someone guide me to the right info on what to select and how to configure it? Or if I am completely misguided, feel free to straighten me out!

Thanks,

Tim

Find more posts tagged with

General Discussions

Accepted answers

All comments

Brandon Watson

Tim - With Connection Points, you can use many different types. Especially if you have the Enterprise Connector installed (assuming CloudSuite). You can utilize a Database Connection Point, through the EC, to access any database server on-prem. You could also use a File Connector, through the EC, to on-prem SMB or ftp directories. Either of these would allow you to start your Doc Flow with the Connection Point Widget. Once the document is in the Flow you could pass it to mapping or scripting to get your final document needed. Hopefully this helps!

If you are on-premise, you can do all of the same Connection Points, you just dont need to go through the EC. You would not be able to use scripting if you are on-premise, but you would be able to use Mapping.

I have done quite a few projects that involve starting with a Custom BOD and mapping to a Process.NOUN bod to send to the ERP. Feel free to reach out!

unknown

Thanks, I sent you a PM to continue the conversation. The organization is using all cloud services for their infrastructure, so Enterprise Connector would not work in this case.

Cheers,

Tim

unknown

Tim,

If you want a direct web service connection then your client app will call the CSI Load IDO directly. You will only be using the ION API Gateway. You will not be using ION Connect or "Connection Points" in ION Connect. You client application will need to authenticate via OAuth2 in the API Gateway then send its payload into the API. That's it. You are done.

If you do not want a direct web service connection then you can go through ION Connect. Why would you do this? Maybe you need ION Connect to do data transformation, or route to different systems based on the payload data, or approve the transaction via a workflow, or alert someone via a monitor, or send a copy to the data lake, etc. In this case if you still want to call an API you would call the ION IMS API. An ION Document Flow should be created to pick up the data from an IMS Connection point and deliver it to the CSI Connection point via a BOD.

unknown

So basically...

External App --> BOD Document --> ION IMS API --> IMS Connection Point --> Document Flow --> CSI Connection Point

That sound about right, minus the details of course?

Copyright © 2025 Infor. All rights reserved.