Skip to content
AI ⇄ ERP

Autopilot to Sage X3 integration — real-time, two-way sync

Keep Autopilot and Sage X3 in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Autopilot and Sage X3

Ground Autopilot on the customers, suppliers, items, and transactions that live in Sage X3, and write the classifications, scores, and extracted fields Autopilot produces back onto those records in real time.

An AI system does not keep customers, orders, or invoices the way an ERP does. What it keeps is derived: the vectors and metadata in a store, or the classifications, extracted fields, and generated text a model produces over records it was handed. Sage X3 is where those source records actually live, across finance, operations, procurement, and inventory, and that data usually stays behind a strict API with many record types. Whatever Autopilot produces, whether a category, a risk flag, an extracted value, or an embedding, only earns its keep when it lands back on the record in Sage X3 where the business is run.

Stacksync connects Smart Segments, Journeys (Triggers), Activities, Contacts in Autopilot with Bills of Material, GL Journals, Deliveries, Business Partners (Customers and Suppliers) in Sage X3 and keeps the two sides in sync in real time. Bills of Material, GL Journals, Deliveries, Business Partners (Customers and Suppliers) from Sage X3 replicate into Autopilot continuously, so retrieval, classification, and reasoning run against current ERP records instead of last night's extract, and the fields Autopilot generates sync back onto the matching record in Sage X3. Mapping is field-level, matching is on identifiers you choose, and Stacksync handles the ERP's API limits and schema drift, so there is no extraction pipeline to build or babysit.

Because every AI-side item carries the key of the record it came from, results always resolve to the right customer, supplier, or transaction. Autopilot reasons over the business as it actually is within seconds of a change, and the people running operations act on model output where they already work, without exporting a file or logging into a second system.

Common use cases

  • 01 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
  • 02 Mirror List and Smart Segment membership into a warehouse to power attribution and audience analytics alongside other sources.
  • 03 Replicate GL journals and sales history to a warehouse for multi-company, multi-legislation reporting.
  • 04 Feed work order and BOM data to MES or planning tools on the shop floor.

Common sync patterns

Document extraction round-trip

Purchase orders, invoices, or other documents flow from Sage X3 into Autopilot for parsing or classification, and the structured result returns to the record it came from.

ERP records as live context

Customers, suppliers, items, and transactions from Sage X3 replicate into Autopilot as they change, so search, retrieval, and reasoning run against current records rather than a periodic extract.

Derived fields back on the record

Categories, scores, or extracted values produced in Autopilot sync onto the matching record in Sage X3, where operations and finance teams see and act on them without leaving the ERP.

What you can sync between Autopilot and Sage X3

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Autopilot objects Sage X3 objects How this pairing syncs
Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Work Orders Production orders read by MES and scheduling integrations. Custom Fields is specific to Autopilot and Work Orders to Sage X3 — each maps to any object or custom field on the other side.
Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Stock / Inventory by site On-hand and allocated quantities per site, synced to storefronts and WMS. Smart Segments is specific to Autopilot and Stock / Inventory by site to Sage X3 — each maps to any object or custom field on the other side.
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Bills of Material Product structures read for planning and costing. Journeys (Triggers) is specific to Autopilot and Bills of Material to Sage X3 — each maps to any object or custom field on the other side.
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. GL Journals Financial entries replicated to warehouses for group reporting. Activities is specific to Autopilot and GL Journals to Sage X3 — each maps to any object or custom field on the other side.
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Deliveries Shipment documents synced to logistics providers and customer portals. Contacts is specific to Autopilot and Deliveries to Sage X3 — each maps to any object or custom field on the other side.
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Business Partners (Customers and Suppliers) Shared partner master synced with CRMs and procurement systems. Lists is specific to Autopilot and Business Partners (Customers and Suppliers) to Sage X3 — each maps to any object or custom field on the other side.

How changes propagate between Autopilot and Sage X3

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Autopilot Sage X3 Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

DeliveryEach detected change is applied to Sage X3 as a row-level write, with types converted between the two schemas.

Sage X3 Autopilot Interval-based propagation

DetectionStacksync polls Sage X3 for changes on an incremental schedule, reading only records changed since the previous pass. Scheduled polling.

DeliveryEach detected change is written to Autopilot through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
What ships with Autopilot ⇄ Sage X3

Connect Autopilot and Sage X3 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–Sage X3 connection.

Real-time

Two-way sync

Changes in Autopilot or Sage X3 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot or Sage X3 data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Autopilot or Sage X3 record.

Observability

Monitoring

Track your Autopilot ⇄ Sage X3 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Autopilot and Sage X3.

How the Autopilot and Sage X3 connectors work

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide

Sage X3

Integration surface
SOAP and REST web services published from X3 business objects; direct SQL access to the underlying database on-prem
Authentication
Dedicated web-service user credentials (Basic auth) against configured connection pools
Change detection
Scheduled polling; no general webhook surface on the classic web services layer
Capabilities
read · write
How it works

How to connect Autopilot to Sage X3 — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Autopilot and Sage X3 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Autopilot connected
    Sage X3 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Autopilot and Sage X3 objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Autopilot ⇄ Sage X3
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Autopilot Sage X3
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Autopilot and Sage X3 integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 481 integrations available for Autopilot and Sage X3.

Popular · 8 of 481
All Autopilot integrations All Sage X3 integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own