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CRM ⇄ ERP

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

Keep Clari 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.

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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 X3

Close the gap between front office and back office: Clari and Sage X3 share customers and status in real time, in both directions.

Clari holds the customer relationship; Sage X3 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 Forecast, Quota, Opportunities, Activity (Capture) in Clari with Bills of Material, GL Journals, Deliveries, Business Partners (Customers and Suppliers) in Sage X3 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 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.
  • 02 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
  • 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

Where Sage X3 manages people and org data: keep Clari aligned

Owners, territories, and org structure informed by Sage X3 stay current in Clari.

Where Sage X3 handles order-to-cash: closed-won flows through

A deal won in Clari creates or updates the customer in Sage X3 with clean data, so fulfillment and invoicing start without re-entry.

Where Sage X3 is the finance system of record: money status on the account

Invoice and payment state from Sage X3 shows on the account in Clari, so reps see balances before promising the next order.

What you can sync between Clari 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.

Clari objects Sage X3 objects How this pairing syncs
Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. Business Partners (Customers and Suppliers) Shared partner master synced with CRMs and procurement systems. Forecast is specific to Clari and Business Partners (Customers and Suppliers) to Sage X3 — 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. Products Item master with units, costing, and site data, synced to commerce and PLM tools. Quota is specific to Clari and Products to Sage X3 — 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 documents written from external channels and read for fulfillment status. Opportunities is specific to Clari and Sales Orders to Sage X3 — 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. Purchase Orders Procurement documents synced with supplier-facing systems. Activity (Capture) is specific to Clari and Purchase Orders to Sage X3 — each maps to any object or custom field on the other side.
Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. Work Orders Production orders read by MES and scheduling integrations. Account field extensions is specific to Clari and Work Orders to Sage X3 — each maps to any object or custom field on the other side.
Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. Stock / Inventory by site On-hand and allocated quantities per site, synced to storefronts and WMS. Opportunity field extensions is specific to Clari and Stock / Inventory by site to Sage X3 — each maps to any object or custom field on the other side.

How changes propagate between Clari 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.

Clari Sage X3 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 X3 as a row-level write, with types converted between the two schemas.

Sage X3 Clari 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 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 X3

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari 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 Clari or Sage X3 record.

Observability

Monitoring

Track your Clari ⇄ 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 Clari and Sage X3.

How the Clari and Sage X3 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 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 Clari 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 Clari 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
    Clari connected
    Sage X3 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Clari 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 · Clari ⇄ 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
    Clari Sage X3
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Clari 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
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:

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 424 integrations available for Clari and Sage X3.

Popular · 6 of 424
All Clari integrations All Sage X3 integrations Browse all integrations
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