# Infor M3 Export to Excel: Lists, Report Output and the API Route

> Source: https://netray.co/erp-help/infor-m3-export-to-excel-lists-reports-api
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: ERP Help

## Short answer

There are three ways to get M3 data into Excel: export the list or panel you are looking at in the client, connect Excel through an M3 connector or add-in for refreshable data, or pull exact data with the MI API into a sheet or Power Query. The client export is quickest, but it only exports what is displayed and is subject to list limits.

## Kind

how-to

## System

infor-m3

## Erp

Infor M3

## Module

Lists / Reporting / Excel

## Query

infor m3 export to excel

## Alternate Queries

- m3 h5 export list to excel
- infor m3 export report output to excel
- infor m3 excel limited rows

## Applies To

Infor M3 with the H5 client or Smart Office; availability of the Excel add-in and menu labels depend on your client version

## Steps

### How to export M3 data to Excel

**Items:**

- Open the program list (for example a customer order line list), set the view and filters, and sort the way you want the sheet.
- Use the client's export option for the list (in the H5 client, look in the list or program menu for export to Excel; in Smart Office, the list context menu).
- Check the row count in the sheet against the count in M3. If it equals a round maximum, the export was capped and you need a narrower filter or another route.
- For report output, open the job or spool file where the report is stored and download or send it; text reports can be imported into Excel with the fixed-width import wizard.
- For refreshable data, use the Excel connector or add-in your site provides, authenticate with your M3 user and build the query once.
- For exact data and larger volumes, call the M3 MI API (list transactions) from Power Query or a script, paging through results.
- Fix formats: item numbers and customer numbers with leading zeros should be imported as text so Excel does not strip them.
- Validate with one known total before distributing the file, and note the filters used.

## Sections

### Choosing between the routes

**Body:**

List export is for answering a question now. You get the visible columns and the rows loaded in the list. It is not a good basis for monthly reporting because the filters live in someone's session.

The connector route gives refresh and parameters, but depends on client components being installed and maintained. The API route is the most precise and repeatable, and it avoids the screen entirely, but it needs someone who can handle authentication and paging.

### Exporting report output

**Body:**

Report output from M3 jobs is stored as spool files. These are formatted for printing, with page headers and totals repeated, so a direct open in Excel gives a messy sheet. If you need analysis, prefer the data route; if you need the document, use the text or PDF output.

When a text report must go to Excel, import it as fixed width, remove the repeating header rows with a filter, and save the column layout as a template so the next import is faster.

### Common pitfalls

**Body:**

Leading zeros disappear, long numbers turn into scientific notation, dates swap day and month based on regional settings, and decimal separators depend on the user's locale. Set column types explicitly when importing.

Large exports are slow and can load the system. For millions of rows, export from the data lake or replicate to a reporting database rather than the production list.

**Code:**

Power Query sketch (M language) for an MI list call:
let
  Source = Json.Document(Web.Contents("https://<gateway>/<tenant>/M3/m3api-rest/v2/execute/OIS100MI/LstLine?CONO=100", [Headers=[Authorization="Bearer " & Token]])),
  Rows = Source[MIRecord]
in
  Rows

## Pitfalls

- Trusting a capped export as the full result.
- Losing leading zeros on item and customer numbers.
- Opening spool files straight in Excel and keeping repeated headers.
- Sharing an export without the filters that produced it.
- Running very large exports against production at peak hours.

## Ai Angle

If the real need is an answer rather than a spreadsheet, a grounded assistant can query M3 in plain language and return the table directly, with the query shown. ERPray offers an export of the result when you do need Excel, and runs read-only against M3.

## Faq

### How do I export a list from M3 to Excel?

**Answer:** Set the list filters in the program, then use the client's export-to-Excel option for the list. The exact menu position depends on whether you use H5 or Smart Office. Check the row count afterwards.

### Why is my M3 Excel export missing rows?

**Answer:** The list may be capped at a maximum number of rows, or only loaded rows are exported. Narrow the filter, split the export by date range, or use the MI API with paging.

### Can I refresh the Excel data automatically?

**Answer:** Yes, with a connector or an API-based Power Query that authenticates to M3 through ION API. A plain list export is a static copy and does not refresh.

### How do I keep leading zeros in Excel?

**Answer:** Import the column as text rather than General. When opening a CSV, use the import wizard or Power Query and set the column type before loading the data.

## Search terms

infor m3 export to excel, m3 h5 export excel, infor m3 excel add-in, m3 list export, infor m3 spool file excel, m3 power query, infor m3 smart office export, infor m3 csv export

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