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CRM ⇄ ERP

Chorusai to Sage 100 integration — real-time, two-way sync

Keep Chorusai and Sage 100 in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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

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Why teams connect Chorusai and Sage 100

Close the gap between front office and back office: Chorusai and Sage 100 share customers and status in real time, in both directions.

Chorusai holds the customer relationship; Sage 100 runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Moments, Playlists, Engagements, Recordings (Conversations) in Chorusai with Purchase Orders, GL Accounts, Journal Entries, Customers in Sage 100 field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Upload externally recorded dialer or web-conference audio into Chorus as Recordings so it gets transcribed and analyzed like native calls.
  • 02 Sync Trackers such as pricing, competitor, and next-steps mentions onto matching CRM Opportunities as coaching and deal-risk signals.
  • 03 Replicate GL and sales history to a warehouse or Postgres database for reporting off the on-premise system.
  • 04 Sync customers, invoices, and payment status into a CRM so sales sees AR standing without opening the ERP.

Common sync patterns

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Sage 100 manages people and org data: keep Chorusai aligned

Owners, territories, and org structure informed by Sage 100 stay current in Chorusai.

Where Sage 100 handles order-to-cash: closed-won flows through

A deal won in Chorusai creates or updates the customer in Sage 100 with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Chorusai and Sage 100

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.

Chorusai objects Sage 100 objects How this pairing syncs
Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. AR Invoices Billing documents synced outward for payment status and revenue reporting. Recordings (Conversations) is specific to Chorusai and AR Invoices to Sage 100 — each maps to any object or custom field on the other side.
Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. Purchase Orders Procurement documents read for spend and receiving workflows. Users is specific to Chorusai and Purchase Orders to Sage 100 — each maps to any object or custom field on the other side.
Trackers AI keyword and topic trackers (pricing, competitors, next steps) surfaced within a conversation; read out as coaching and deal-risk signals. GL Accounts Chart of accounts read for mapping transactions in finance integrations. Trackers is specific to Chorusai and GL Accounts to Sage 100 — each maps to any object or custom field on the other side.
Deals CRM opportunity context attached to a conversation (account, deal, owner); read to attribute call activity to open pipeline. Journal Entries Posted GL activity replicated to warehouses for FP&A. Deals is specific to Chorusai and Journal Entries to Sage 100 — each maps to any object or custom field on the other side.
Scorecards Call QA and coaching assessments with reviewer, recipient, and scores; read and exported for rep-performance reporting. Customers AR customer master records synced to CRMs for account and credit visibility. Scorecards is specific to Chorusai and Customers to Sage 100 — each maps to any object or custom field on the other side.
Moments Timestamped highlight clips from a conversation; created via the API to capture key call snippets. Vendors AP vendor master records synced with procurement and payment tools. Moments is specific to Chorusai and Vendors to Sage 100 — each maps to any object or custom field on the other side.

How changes propagate between Chorusai and Sage 100

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.

Chorusai Sage 100 Interval-based propagation

DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.

DeliveryEach detected change is applied to Sage 100 as a row-level write, with types converted between the two schemas.

Sage 100 Chorusai Interval-based propagation

DetectionStacksync polls Sage 100 for changes on an incremental schedule, reading only records changed since the previous pass. Scheduled polling.

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

Rate-limit considerations

  • Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
What ships with Chorusai ⇄ Sage 100

Connect Chorusai and Sage 100 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chorusai–Sage 100 connection.

Real-time

Two-way sync

Changes in Chorusai or Sage 100 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chorusai or Sage 100 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 Chorusai or Sage 100 record.

Observability

Monitoring

Track your Chorusai ⇄ Sage 100 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Chorusai and Sage 100.

How the Chorusai and Sage 100 connectors work

Chorusai

Integration surface
REST API (api-docs.chorus.ai)
Authentication
Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
Change detection
Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
Capabilities
read · write
Rate limits
Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
Chorusai setup guide

Sage 100

Integration surface
ODBC (ProvideX driver) for reads; Business Object Interface (BOI) or Sage-provided web services for writes
Authentication
Sage 100 company and user credentials; ODBC DSN credentials for direct reads
Change detection
Scheduled polling; no webhooks or change log on the integration surface
Capabilities
read · write
How it works

How to connect Chorusai to Sage 100 — 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 Chorusai and Sage 100 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
    Chorusai connected
    Sage 100 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chorusai and Sage 100 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 · Chorusai ⇄ Sage 100
    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
    Chorusai Sage 100
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Chorusai and Sage 100 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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 528 integrations available for Chorusai and Sage 100.

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