# M3
## Step 1: Create an Connection Point
1. Navigate to **OS > ION > Connect > Connection Points**
2. Click **Add** and select **IMS via API Gateway** as the connection type.
3. Configure the following settings:
* **Name**: Set to `DocBits_Export`.
* **Description**: Set to `DocBits_Export`.
* **Uncheck**: *Application has IMS End Point*.
* **ION API Client ID**:
* Open the ION API file.
* Search for `"ci"` within the file.
* Copy the value inside the quotation marks (without the quotation marks).
4. Under **Documents**, add `Sync.CaptureDocument`.
5. Click **Save** to finalize the configuration.
## Step 2: Upload Mappings
{% file src="/files/kVCtDbGak5viCPFg4ikt" %}
1. Download the M3 Mapping File
2. Navigate to **Infor** > **OS** > **ION** > **Connect** > **Mappings**.
3. Click **Import** and select the appropriate mapping file for **M3**.
4. Once the files are imported, approve the mappings to activate them.
## Step 3: Create the Data Flow
1. Navigate to **OS** -> **ION** -> **Connect** -> **Data Flows**.
2. Click **Add** and select **Document Flow**.
3. Fill in the details:
* **Name**: `DocBits_Export_to_M3`
4. Add nodes to the flow:
#### Application Node
1. Add an **Application Node** to the flow.
* **Name**: `DocBits` or `DocBits-Export`.
2. Click **Add** and select the **Connection Point** created in Step 1.
3. Click on the **Document Icon** next to the application node.
* Click **Add** and select `Sync.CaptureDocument`.
#### Mapping Node
1. Add a **Mapping Node** to the right of the application node.
* **Name**: `Capt2process`.
* **Mapping**: `CaptureDocument_to_ProcessSupplierInvoice`.
#### Application Node
1. Add an **Application Node** to the right of the previous mapping node.
* **Name**: `M3`.
2. Click **Add** and select the **M3 Application** from the customer.
3. Click on the **Document Icon** next to the application node.
* Click **Add** and select `Acknowledge.SupplierInvoice`.
#### API Node
1. Add an **API Node** to the right of the application node.
* **Name**: `DocBits-Error`.
* **ION API Connector**: `DocBits_Import`.
* If `DocBits_Import` does not exist, refer to **Step 1** and **Step 2** of the Import from M3 documentation to create the connection point.
#### Save and Activate the Flow
* Once all nodes are added and configured, click **Save**.
* Activate the flow to complete the setup.
## Step 4: Configure Export in DocBits
### On-Premise:
1. Open **DocBits**.
2. Navigate to **Settings > Document Processing > Export**.
3. Create a new export:
* **Select**: **Infor IDM + ION BOD**.
* **Title**: Choose a meaningful title.
* **Document Type**: Set to **Invoice**.
* **Sub-Organization**: Can be left empty, or set to a specific sub-organization if needed.
4. Upload the required files:
* **ION Mapping File**: This can be found in **Infor OS → API Gateway → Authorized Apps**. Look for the **DocBits** app, open it, and download the credentials.
* **IDM Mapping File**: (Provide the relevant file path or location).
* **BOD Mapping File**: (Provide the relevant file path or location).
### Cloud:
1. Open **DocBits**.
2. Navigate to **Settings > Document Processing > Export**.
3. Create a new export:
* **Select**: **Infor IDM + M3 (API)**.
* **Title**: Choose a meaningful title.
* **Document Type**: Set to **Invoice**.
* **Sub-Organization**: Can be left empty, or set to a specific sub-organization if needed.
4. Upload the required files:
* **ION Mapping File**: This can be found in **Infor OS → API Gateway → Authorized Apps**. Look for the **DocBits** app, open it, and download the credentials.
* **IDM Mapping File**: (Provide the relevant file path or location).
* **M3 Mapping File**: (Provide the relevant file path or location).
### Cloud with toml:
1. Open **DocBits**.
2. Navigate to **Settings > Document Processing > Export**.
3. Create a new export:
* **Select**: **Infor IDM + M3 (API)**.
* **Title**: Choose a meaningful title.
* **Document Type**: Set to **Invoice**.
* **Sub-Organization**: Can be left empty, or set to a specific sub-organization if needed.
4. Upload the required files:
* **ION Mapping File**: This can be found in **Infor OS → API Gateway → Authorized Apps**. Look for the **DocBits** app, open it, and download the credentials.
* **IDM Mapping File**: (Provide the relevant file path or location).
* **M3 toml Mapping File**: (Provide the relevant file path or location).
---
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