Real-time
Two-way sync
Changes in Clari or Sage 100 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Clari to Sage 100 integration — real-time, two-way sync
Keep Clari 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 Clari and Sage 100
Close the gap between front office and back office: Clari and Sage 100 share customers and status in real time, in both directions.
Clari 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 Opportunity field extensions, Audit Events, Forecast, Quota in Clari with Sales Orders, AR Invoices, Purchase Orders, GL Accounts 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 Write warehouse-computed health scores and usage metrics onto Clari Opportunity records as field extensions via the ingest API so deal reviews show product signals.
- 02 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.
- 03 Publish item, pricing, and on-hand inventory to online catalogs on a schedule.
- 04 Replicate GL and sales history to a warehouse or Postgres database for reporting off the on-premise system.
Common sync patterns
Where Sage 100 is the finance system of record: money status on the account
Invoice and payment state from Sage 100 shows on the account in Clari, so reps see balances before promising the next order.
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 Clari aligned
Owners, territories, and org structure informed by Sage 100 stay current in Clari.
What you can sync between Clari 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.
| Clari objects | Sage 100 objects | How this pairing syncs | |
|---|---|---|---|
| Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. | Journal Entries Posted GL activity replicated to warehouses for FP&A. | Opportunity field extensions is specific to Clari and Journal Entries to Sage 100 — each maps to any object or custom field on the other side. | |
| Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. | Customers AR customer master records synced to CRMs for account and credit visibility. | Audit Events is specific to Clari and Customers to Sage 100 — each maps to any object or custom field on the other side. | |
| Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. | Vendors AP vendor master records synced with procurement and payment tools. | Forecast is specific to Clari and Vendors to Sage 100 — each maps to any object or custom field on the other side. | |
| Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. | Inventory Items Item master with pricing and quantities, synced to e-commerce catalogs. | Quota is specific to Clari and Inventory Items to Sage 100 — each maps to any object or custom field on the other side. | |
| Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. | Sales Orders Order headers and lines, the usual write target for web and EDI orders. | Opportunities is specific to Clari and Sales Orders to Sage 100 — each maps to any object or custom field on the other side. | |
| Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. | AR Invoices Billing documents synced outward for payment status and revenue reporting. | Activity (Capture) is specific to Clari and AR Invoices to Sage 100 — each maps to any object or custom field on the other side. |
How changes propagate between Clari 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.
Clari Sage 100 Interval-based propagation
DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).
DeliveryEach detected change is applied to Sage 100 as a row-level write, with types converted between the two schemas.
Sage 100 Clari 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 Clari through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
What ships with Clari ⇄ Sage 100
Connect Clari and Sage 100 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–Sage 100 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Clari 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 Clari or Sage 100 record.
Observability
Monitoring
Track your Clari ⇄ 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 Clari and Sage 100.
How the Clari and Sage 100 connectors work
Clari
- Integration surface
- REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
- Authentication
- API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
- Change detection
- Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
- Capabilities
- read · write
- Rate limits
- Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
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 Clari 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.
- 01
Connect your apps
Authenticate Clari 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.
Clari
connected
Sage 100
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Clari 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.
objects · Clari ⇄ Sage 100Customers 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.
Clari Sage 100Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Clari and Sage 100 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Clari and Sage 100: authenticate both systems, choose the objects to sync (such as Clari's Opportunity field extensions and Audit Events), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Clari and Sage 100 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Clari–Sage 100 integration in-house.
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Yes — Stacksync ships production-grade connectors for both Clari and Sage 100. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Clari: Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks. On Sage 100: Scheduled polling; no webhooks or change log on the integration surface. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Clari side: Opportunity field extensions, Audit Events, Forecast, Quota, plus custom fields where Clari exposes them. On the Sage 100 side: Sales Orders, AR Invoices, Purchase Orders, GL Accounts. Stacksync auto-detects both schemas and converts types between the two systems.
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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.
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
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