Real-time
Two-way sync
Changes in Chorusai or Sage 300 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Chorusai to Sage 300 integration — real-time, two-way sync
Keep Chorusai and Sage 300 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 300
Close the gap between front office and back office: Chorusai and Sage 300 share customers and status in real time, in both directions.
Chorusai holds the customer relationship; Sage 300 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 Engagements, Recordings (Conversations), Users, Trackers in Chorusai with Inventory Items, AR Invoices and Receipts, AR Customers, AP Vendors in Sage 300 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 Sync Trackers such as pricing, competitor, and next-steps mentions onto matching CRM Opportunities as coaching and deal-risk signals.
- 02 Export Scorecards and their scores to a database to power rep-coaching and QA dashboards across sales teams.
- 03 Sync AR customers, invoices, and balances into a CRM for multi-currency account visibility.
- 04 Write web and EDI orders into Order Entry and return order status to the source channel.
Common sync patterns
Where Sage 300 manages people and org data: keep Chorusai aligned
Owners, territories, and org structure informed by Sage 300 stay current in Chorusai.
Where Sage 300 handles order-to-cash: closed-won flows through
A deal won in Chorusai creates or updates the customer in Sage 300 with clean data, so fulfillment and invoicing start without re-entry.
Where Sage 300 is the finance system of record: money status on the account
Invoice and payment state from Sage 300 shows on the account in Chorusai, so reps see balances before promising the next order.
What you can sync between Chorusai and Sage 300
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 300 objects | How this pairing syncs | |
|---|---|---|---|
| Scorecards Call QA and coaching assessments with reviewer, recipient, and scores; read and exported for rep-performance reporting. | Inventory Items Item master with costing and quantities, synced to storefronts and WMS. | Scorecards is specific to Chorusai and Inventory Items to Sage 300 — 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. | AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. | Moments is specific to Chorusai and AR Invoices and Receipts to Sage 300 — each maps to any object or custom field on the other side. | |
| Playlists Curated collections of Moments and Recordings; created and managed to share coaching examples across teams. | AR Customers Receivables customer master synced to CRMs and billing tools. | Playlists is specific to Chorusai and AR Customers to Sage 300 — each maps to any object or custom field on the other side. | |
| Engagements Meetings and dialer calls, the core record; filterable by date_time, participants, and processing_state, and polled incrementally to read conversation activity out. | AP Vendors Payables vendor master synced with procurement and payment systems. | Engagements is specific to Chorusai and AP Vendors to Sage 300 — each maps to any object or custom field on the other side. | |
| Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. | GL Accounts Chart of accounts read for transaction mapping across integrations. | Recordings (Conversations) is specific to Chorusai and GL Accounts to Sage 300 — 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. | Journal Batches GL entries staged in batches that must be posted; a common write target for external systems. | Users is specific to Chorusai and Journal Batches to Sage 300 — each maps to any object or custom field on the other side. |
How changes propagate between Chorusai and Sage 300
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 300 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 300 as a row-level write, with types converted between the two schemas.
Sage 300 Chorusai Interval-based propagation
DetectionStacksync polls Sage 300 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 300
Connect Chorusai and Sage 300 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chorusai–Sage 300 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Chorusai or Sage 300 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 300 record.
Observability
Monitoring
Track your Chorusai ⇄ Sage 300 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 300.
How the Chorusai and Sage 300 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
Sage 300
- Integration surface
- Sage 300 Web API (REST) on newer releases; .NET/COM SDK and direct SQL Server access on-prem
- Authentication
- Sage 300 user credentials (Basic auth on the Web API); database credentials for direct SQL reads
- Change detection
- Scheduled polling; batch-oriented modules with no webhook surface
- Capabilities
- read · write
How it works
How to connect Chorusai to Sage 300 — 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.
- 01
Connect your apps
Authenticate Chorusai and Sage 300 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Chorusai
connected
Sage 300
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Chorusai and Sage 300 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.
objects · Chorusai ⇄ Sage 300Customers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Chorusai Sage 300Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Chorusai and Sage 300 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Chorusai and Sage 300: authenticate both systems, choose the objects to sync (such as Chorusai's Scorecards and Moments), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Chorusai and Sage 300: Where Sage 300 manages people and org data: keep Chorusai aligned; Where Sage 300 handles order-to-cash: closed-won flows through; Where Sage 300 is the finance system of record: money status on the account. Owners, territories, and org structure informed by Sage 300 stay current in Chorusai.
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Chorusai: REST API (api-docs.chorus.ai). Authentication: Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header. Sage 300: Sage 300 Web API (REST) on newer releases; .NET/COM SDK and direct SQL Server access on-prem. Authentication: Sage 300 user credentials (Basic auth on the Web API); database credentials for direct SQL reads. Stacksync manages authentication, retries, and rate limits on both sides.
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Chorusai: Engagement transcripts, utterances, and trackers are only available after asynchronous processing completes, so a just-ended call may return without analysis for several minutes. Sage 300: Sage 300 (formerly Accpac) stores each company's data in its own SQL Server database with module-prefixed tables, so direct SQL reads are a common integration path on-prem. Stacksync's field mapping accounts for these differences between Chorusai and Sage 300 without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Chorusai and Sage 300 records are not retained after a sync operation.
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:
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