Infor M3 Export to Excel: Lists, Report Output and the API Route
infor m3 export to excel
Also searched as
- m3 h5 export list to excel
- infor m3 export report output to excel
- infor m3 excel limited rows
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.
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
How to export M3 data to Excel
- 1Open the program list (for example a customer order line list), set the view and filters, and sort the way you want the sheet.
- 2Use 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).
- 3Check 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.
- 4For 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.
- 5For refreshable data, use the Excel connector or add-in your site provides, authenticate with your M3 user and build the query once.
- 6For exact data and larger volumes, call the M3 MI API (list transactions) from Power Query or a script, paging through results.
- 7Fix formats: item numbers and customer numbers with leading zeros should be imported as text so Excel does not strip them.
- 8Validate with one known total before distributing the file, and note the filters used.
Choosing between the routes
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
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
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.
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
RowsTry it here, free
Infor M3 H5 Script Review Checklist
A review checklist for H5 Client scripts covering design, coding, security, testing and upgrade risk.
Common 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.
How an ERP-grounded AI assistant handles this
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.
Frequently asked questions
How do I export a list from M3 to Excel?
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?
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?
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?
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.
Related
Infor M3 Ad Hoc Report: Your Options, Step by Step, and Their Limits
There is no single ad hoc report tool in M3. Users pick from five routes depending on volume and skill: export the list they already see, build a report in an Excel or BI tool connected to M3, call M3 APIs for exact data, query a replicated data lake, or use a natural-language layer. The right route depends on how many rows you need and whether the result must be repeatable.
AdvancedPaging M3 API MI List Transactions Past the Default Record Limit
M3 List transactions (the read/browse transaction most MI programs expose, such as CRS610MI.LstByNumber or OIS100MI.LstOrderHead) cap the rows returned per call using the MaxReturnedRecords input field, and by default many clients leave it low or unset, which looks like the API silently truncating results. Set MaxReturnedRecords explicitly, then loop the call using the last key values from the previous page as the starting position until fewer rows than the limit come back.
AdvancedHow to Call M3 API (MI Programs) Through ION API
Calling M3 from an external system today almost always means going through ION API rather than the older direct MvxAPI SOAP endpoint: you create an ION API authorized app or service account in the ION API portal, download its .ionapi credential file, obtain an OAuth 2.0 access token, and call the M3 MI program transaction through the m3api-rest execute endpoint with that token.
How-toInfor M3 API Swagger: Discover MI Programs, Authenticate and Test Calls
M3 exposes its business logic as MI programs (such as MMS200MI or OIS100MI) with transactions that you call over REST through ION API. The ION API portal presents the available APIs with Swagger/OpenAPI documentation, so you can browse programs and transactions, see input and output fields, and try calls after authenticating with an OAuth 2.0 token from an ionapi credentials file.
Error fixM3 API Error: Record already exist
Record already exist means the MI Add transaction you called is trying to insert a key that is already present in the target M3 table, most often because a prior call succeeded and was retried, or because the key fields you built do not match what you think they match. Read the errorField and errorFieldGroup attributes on the response to see exactly which key field M3 flagged, then either switch to the matching Chg (change) transaction or fix the key construction in the caller.
Error fixM3 API Error: Not Authorized to Program
Not authorized to program (or the equivalent transaction-level authorization error) means the M3 user ID the integration authenticates as can log in fine but has not been granted access to that specific MI program, transaction, or company/division through its authority group. Fixing it means adding the program/transaction to the integration user's authority group in M3, not changing anything in the calling code.
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