> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/infor-integration-and-configuration/importing-customer-master-data/m3/import-from-infor-m3-to-docbits-via-api.md).

# Import from Infor M3 to DocBits via API

## Step 1: Create an API

1. Open **Infor OS** and navigate to **API Gateway** > **Available APIs**.
2. Click **Add**, then select **Create New**.
3. Fill in the details for the API:
   * **Application Name**: `DocBits-Stage`, `DocBits-Sandbox`, `DocBits-Prod`, or `DocBits-Demo` (based on your environment).
   * **Suite Name**: Same as the application name.
   * **API Context**: Same as the application name.
   * **Description**: Same as the application name.
   * **Icon**: Select a blue document icon.

<figure><img src="/files/nqQ9zMy7Fpf4ELYe4oTu" alt=""><figcaption></figcaption></figure>

4. Add a **Target Endpoint**:

<figure><img src="/files/bbjWKlK1XyDtvCeBzBKr" alt=""><figcaption></figcaption></figure>

* **Target Endpoint URL**: Use the appropriate URL for your environment:
  * `https://stage.api.docbits.com`
  * `https://sandbox.api.docbits.com`
  * `https://api.docbits.com`
  * `https://demo.api.docbits.com`
* **Target Endpoint Description**: `Stage`, `Sandbox`, `Prod`, or `Demo` (matching the environment).
* **Proxy Context**: Same as the environment (`Stage`, `Sandbox`, `Prod`, or `Demo`).
* **Proxy Security**: Select **OAuth 2.0**.

<figure><img src="/files/wFkWjnBxeMczeehhjnDR" alt=""><figcaption></figcaption></figure>

* **Target Endpoint Security**:
  * **Authentication Type**: API Key
  * **Key Mode**: Header
  * **Key Name**: `X-API-KEY`
  * **Key Value**: Retrieve the API key from **DocBits** by navigating to **Settings** > **Global Settings** > **Integration**, then copy the API key and paste it as the key value.
* Save the target endpoint configuration.

<figure><img src="/files/oryRK14a7PsdOkucmdXJ" alt=""><figcaption></figcaption></figure>

5. Add API Documentation:

* Return to the API documentation section by clicking **Documentation Icon** in the created Endpoint.

<figure><img src="/files/iTdw22rTqce8iku3p8Kf" alt=""><figcaption></figcaption></figure>

* Scroll down to the **Documentation** section and click **+ Add Documentation**.
  * **Name**: `DocBits-Stage`, `DocBits-Sandbox`, `DocBits-Prod`, or `DocBits-Demo` (matching the environment).
  * **Type**: Swagger
  * **Enter URL or Upload Swagger JSON/YAML**: Use the appropriate Swagger file URL for your environment:
    * `https://stage.api.docbits.com/openapi.json`
    * `https://sandbox.api.docbits.com/openapi.json`
    * `https://api.docbits.com/openapi.json`
    * `https://demo.api.docbits.com/openapi.json`
  * Ensure there is no trailing space at the end of the URL.

<figure><img src="/files/PRtz3LGC67Jis08yaVSz" alt=""><figcaption></figcaption></figure>

* The API documentation will automatically be added, and the metadata refresh will be triggered.

<figure><img src="/files/hhZj92Yxiw7lKv1WqPSB" alt=""><figcaption></figcaption></figure>

## Step 2: Create an API Connection Point

1. Navigate to **OS** > **ION** > **Connect** > **Connection Point**.
2. Click **Add** and select **API** as the connection type.
3. Fill in the required details:
   * **Name**: `DocBits_Import`
   * **Description**: `DocBits_Import`
   * **Service Account**: Upload the service account file that was created earlier.

### Step 2.1: Add and Configure Documents

* You don't need to add all documents—only the necessary ones.
* The documents **Sync.ChartOfAccounts** and **Sync.CodeDefinition** are required for auto-accounting.

## Sync.SupplierPartyMaster

1. Navigate to the **Documents** tab in the API Connection Point.

<figure><img src="/files/hgJp21AMoknsr8aVJ38u" alt=""><figcaption></figcaption></figure>

2. Click **Add New Document** and fill in the following details:
   * **Scenario**: `Send to API`
   * **Documents**: `Sync.SupplierPartyMaster`

<figure><img src="/files/1CEXpLpryRTsPs628V3L" alt=""><figcaption></figcaption></figure>

3. Configure the ION API:
   * **API Call Name**: `Sync.SupplierPartyMaster`
   * **Click on Select**
   * For **Product**, choose the API endpoint created in **Step 1: Create an API**.
   * Locate and select:

     ```
     CustomerApi/DocBits-Sandbox/Sandbox/import/supplier_bod
     ```
   * Click **OK** to confirm the selection.

<figure><img src="/files/UTC7XnTpMMVbkd3F6YrX" alt=""><figcaption></figcaption></figure>

4. Set the **Request Body**:
   * For **File**, select **Input Document = No Compression**.

<figure><img src="/files/CJ53x220n75mKBLwf3HK" alt=""><figcaption></figcaption></figure>

## Sync.RemitToPartyMaster

1. Navigate to the **Documents** tab in the API Connection Point.

<figure><img src="/files/hgJp21AMoknsr8aVJ38u" alt=""><figcaption></figcaption></figure>

2. **Click Add New Document** and fill in the following details:
   * **Scenario**: `Send to API`
   * **Documents**: `Sync.RemitToPartyMaster`

<figure><img src="/files/neCLWoj9HSi1LDA2cnEo" alt=""><figcaption></figcaption></figure>

3. **Configure the ION API**:
   * **API Call Name**: `Sync.RemitToPartyMaster`
   * **Click on Select**
   * For **Product**, select the API endpoint created in **Step 1: Create an API**.
   * Locate and select:

     ```
     CustomerApi/DocBits-Sandbox/Sandbox/import/supplier_bod
     ```
   * **Click OK** to confirm the configuration.

<figure><img src="/files/pOe3WvaVLP29mxbCUpyI" alt=""><figcaption></figcaption></figure>

4. **Configure the Request Body**:
   * For **File**, select **Input Document = No Compression**.

<figure><img src="/files/SQyy7XrR3A45yCH3cxP3" alt=""><figcaption></figcaption></figure>

## Acknowledge.SupplierInvoice

1. Navigate to the **Documents** tab in the API Connection Point.

<figure><img src="/files/hgJp21AMoknsr8aVJ38u" alt=""><figcaption></figcaption></figure>

2. **Click Add New Document** and fill in the following details:
   * **Scenario**: `Send to API`
   * **Documents**: `Acknowledge.SupplierInvoice`
3. **Configure the ION API**:
   * **API Call Name**: `Acknowledge.SupplierInvoice`
   * **Click on Select**
   * For **Product**, select the API endpoint created in **Step 1: Create an API**.
   * Locate and select:

     ```
     CustomerApi/DocBits-Sandbox/Sandbox/infor/idm/handle_ack_bod
     ```
   * **Click OK** to confirm the configuration.

<figure><img src="/files/m5blQRJEA37Stz9bp2nz" alt=""><figcaption></figcaption></figure>

4. **Configure the Request Body**: Add the following values in the **Request Body** section:
   * For **idm\_doc\_type**, set **Value** = `M3_SupplierInvoice`
   * For **idm\_bod\_id\_field\_name**, set **Value** = `BOD_AlternateDocumentID_1`
   * For **attributes\_map**, set **Value** =

     ```
     {"Export": "Success"}
     ```
   * For **acl\_from**, set **Value** = `Public`
   * For **acl\_to**, set **Value** = `Private`
   * For **set\_to\_error\_on\_rejected**, set **Value** = `True`
   * For **delete\_from\_idm\_on\_rejected**, set **Value** = `True`
   * For **File**, set **Input Document = No Compression**.
   * For **ionapi\_json**: Add the content of the ionapi file.

<figure><img src="/files/Lgo1Hv0WiJC7uE6XLVwO" alt=""><figcaption></figcaption></figure>

## Sync.PurchaseOrder

1. Navigate to the **Documents** tab in the API Connection Point.

<figure><img src="/files/hgJp21AMoknsr8aVJ38u" alt=""><figcaption></figcaption></figure>

2. **Click Add New Document** and fill in the following details:
   * **Scenario**: `Send to API`
   * **Documents**: `Sync.PurchaseOrder`

<figure><img src="/files/TK8gx7ruUELcXEiiTXOP" alt=""><figcaption></figcaption></figure>

3. **Configure the ION API**:
   * **API Call Name**: `Sync.PurchaseOrder`
   * **Click on Select**
   * For **Product**, select the API endpoint created in **Step 1: Create an API**.
   * Locate and select:

     ```
     CustomerApi/DocBits-Sandbox/Sandbox/import/purchase_order_bod
     ```
   * **Click OK** to confirm the configuration.

<figure><img src="/files/QaDVpLYYKM62DwSJs5LS" alt=""><figcaption></figcaption></figure>

4. **Configure the Request Body**:
   * For **File**, set **Input Document = No Compression**.

<figure><img src="/files/TfIuUusA8Q5HDNpjXL7a" alt=""><figcaption></figcaption></figure>

## Sync.ReceiveDelivery

1. Navigate to the **Documents** tab in the API Connection Point.

<figure><img src="/files/hgJp21AMoknsr8aVJ38u" alt=""><figcaption></figcaption></figure>

2. **Click Add New Document** and fill in the following details:
   * **Scenario**: `Send to API`
   * **Documents**: `Sync.ReceiveDelivery`

<figure><img src="/files/Ns8UXL89O8FpDMNx3ipV" alt=""><figcaption></figcaption></figure>

3. **Configure the ION API**:
   * **API Call Name**: `Sync.ReceiveDelivery`
   * **Click on Select**
   * For **Product**, select the API endpoint created in **Step 1: Create an API**.
   * Locate and select:

     ```
     CustomerApi/DocBits-Sandbox/Sandbox/import/receive_delivery_bod
     ```
   * **Click OK** to confirm the configuration.

<figure><img src="/files/ISQ3LMObwVMlUH3CA2HS" alt=""><figcaption></figcaption></figure>

4. **Configure the Request Body**:
   * For **File**, set **Input Document = No Compression**.

## Sync.AdvanceShipNotice

1. Navigate to the **Documents** tab in the API Connection Point.

<figure><img src="/files/hgJp21AMoknsr8aVJ38u" alt=""><figcaption></figcaption></figure>

2. **Click Add New Document** and fill in the following details:
   * **Scenario**: `Send to API`
   * **Documents**: `Sync.AdvanceShipNotice`

<figure><img src="/files/OZMCFT8eBWun1I7NGOM8" alt=""><figcaption></figcaption></figure>

3. **Configure the ION API**:
   * **API Call Name**: `Sync.AdvanceShipNotice`
   * For **Product**, select the API endpoint created in **Step 1: Create an API**.
   * Locate and select:

     ```
     CustomerApi/DocBits-Sandbox/Sandbox/master_data_lookup/xml/import_xml_file
     ```
   * **Click OK** to confirm the configuration.

<figure><img src="/files/iLSz5qZKp6pbjnBbgt5B" alt=""><figcaption></figcaption></figure>

4. **Configure the Request Body**:
   * For **data\_type**, set **Value** = `AdvanceShipNotice`
   * For **field\_mappings**, set **Value** =

     ```
     { "ID": "//DataArea/LnTaxCode/DocumentID/ID" }
     ```
   * For **File**, set **Input Document = No Compression**.

<figure><img src="/files/7BBTctYTQ0qkzvKenEpA" alt=""><figcaption></figcaption></figure>

## Sync.ChartOfAccounts

1. Navigate to the **Documents** tab in the API Connection Point.

<figure><img src="/files/hgJp21AMoknsr8aVJ38u" alt=""><figcaption></figcaption></figure>

2. **Click Add New Document** and fill in the following details:
   * **Scenario**: `Send to API`
   * **Documents**: `Sync.ChartOfAccounts`

<figure><img src="/files/6WgfqpCjHm6fKL9voOcY" alt=""><figcaption></figcaption></figure>

3. **Configure the ION API**:
   * **API Call Name**: `Sync.ChartOfAccounts`
   * For **Product**, select the API endpoint created in **Step 1: Create an API**.
   * Locate and select:

     ```
     CustomerApi/DocBits-Sandbox/Sandbox/master_data_lookup/xml/import_xml_file
     ```
   * **Click OK** to confirm the configuration.

<figure><img src="/files/uLWZidQrtEFrlTPCUvAt" alt=""><figcaption></figcaption></figure>

4. **Configure the Request Body**:
   * For **data\_type**, set Value = `ChartOfAccounts`
   * For **field\_mappings**, set Value =

     ```
     {
         "ID": "//DataArea/ChartOfAccounts/IDs/ID",
         "NominalAccount": "//DataArea/ChartOfAccounts/BaseChartOfAccounts/GLNominalAccount",
         "AccountType": "//DataArea/ChartOfAccounts/BaseChartOfAccounts/AccountType",
         "Description": "//DataArea/ChartOfAccounts/BaseChartOfAccounts/Description",
         "DimensionProfile": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/ID",
         "Dimension1": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[0]/ListID",
         "Usage1": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[0]/Usage",
         "Dimension2": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[1]/ListID",
         "Usage2": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[1]/Usage",
         "Dimension3": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[2]/ListID",
         "Usage3": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[2]/Usage",
         "Dimension4": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[3]/ListID",
         "Usage4": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[3]/Usage",
         "Dimension5": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[4]/ListID",
         "Usage5": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[4]/Usage",
         "Dimension6": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[5]/ListID",
         "Usage6": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[5]/Usage",
         "Dimension7": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[6]/ListID",
         "Usage7": "//DataArea/ChartOfAccounts/DimensionProfileSet/DimensionProfile/DimensionUsage[6]/Usage"
     }
     ```
   * For **File**, set **Input Document = No Compression**.

<figure><img src="/files/LPFgvYLuJPyUsnkvf38A" alt=""><figcaption></figcaption></figure>

## Sync.CodeDefinition-AccountingDimension

1. Navigate to the **Documents** tab in the API Connection Point.

<figure><img src="/files/hgJp21AMoknsr8aVJ38u" alt=""><figcaption></figcaption></figure>

2. **Click Add New Document** and fill in the following details:
   * **Scenario**: `Send to API`
   * **Documents**: `Sync.CodeDefinition`

<figure><img src="/files/dWPnW9R964AvLPXGMqzv" alt=""><figcaption></figcaption></figure>

3. **Configure the ION API**:
   * **API Call Name**: `Sync.CodeDefinition-AccountingDimension`
   * For **Product**, select the API endpoint created in **Step 1: Create an API**.
   * Locate and select:

     ```
     CustomerApi/DocBits-Sandbox/Sandbox/master_data_lookup/xml/import_xml_file
     ```
   * **Click OK** to confirm the configuration.

<figure><img src="/files/h8de9YuMZcZFGJD2VT9a" alt=""><figcaption></figcaption></figure>

4. **Configure the Request Body**:
   * For **data\_type**, set Value = `M3Dimension`
   * For **field\_mappings**, set Value =

     ```
     {
         "ID": "//DataArea/CodeDefinition/DocumentID/ID",
         "Dimension": "substring(//DataArea/CodeDefinition/CodeValue/@listID,21)",
         "ListID": "//DataArea/CodeDefinition/ListID",
         "CodeValue": "//DataArea/CodeDefinition/CodeValue",
         "Description": "//DataArea/CodeDefinition/Description"
     }
     ```
   * For **File**, set **Input Document = No Compression**

<figure><img src="/files/bJcsDPnd7TBX67RaK3ZW" alt=""><figcaption></figcaption></figure>

## Step 3: Create the Document Flow

1. Navigate to **OS** > **ION** > **Connect** > **Data Flows**.
2. Click **Add** and select **Document Flow**.
3. Fill in the required fields:
   * **Name**: Use a name specific to your environment, such as `M3-to-DocBits-Stage-Import-API`
   * for stage, `M3-to-DocBits-Sandbox-Import-API` for sandbox, or `M3-to-DocBits-Prod-Import-API` for production.
   * **Description**: Same as the name above.
4. Configure the Application Node:
   * Under **Application**, set the **Name** to `M3`.

<figure><img src="/files/BngIvPVRHIauEJb5NKNK" alt=""><figcaption></figcaption></figure>

* Click the **+** button and select the customer's connection point.

<figure><img src="/files/IW0CO7yYGBgrTIJBpDQu" alt=""><figcaption></figcaption></figure>

* Click on the **Document** icon next to the application node.
  * Select all the documents you want to export/sync from LN to DocBits.
  * Ensure these documents match the ones selected in **Step 2: Create an API Connection Point**.
  * If any documents are missing, they must be added to the customer's connection point.

<figure><img src="/files/3fH1R8fo78zXlux30P5f" alt=""><figcaption></figcaption></figure>

5. Configure the API Node:
   * Add a **API** node and position it to the right of the application node.
   * Fill in the required fields:
     * **Name**: `DocBits-API`
     * **Description**: `DocBits-API`
     * **ION API Connector**: Use the connection point created in **Step 2: Create an API Connection Point**.
   * Click the **Document** icon next to the stream node. This should be empty.

<figure><img src="/files/AUlyMo7pLVNCYIHpuCeW" alt=""><figcaption></figcaption></figure>

6. Finalize the Setup:
   * Save the configuration.
   * Click **Activate** to complete the setup.

<figure><img src="/files/eNzWJ9Ogz60qIO1COEuw" alt=""><figcaption></figcaption></figure>


---

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