Two-way sync
Changes in Copper CRM or Sage 100 instantly reflect in both systems. No stale data, no manual imports.
Keep Copper CRM 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.
Copper CRM 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 Custom Field Definitions, People, Companies, Leads in Copper CRM 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.
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
Owners, territories, and org structure informed by Sage 100 stay current in Copper CRM.
A deal won in Copper CRM creates or updates the customer in Sage 100 with clean data, so fulfillment and invoicing start without re-entry.
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.
| Copper CRM objects | Sage 100 objects | |
|---|---|---|
| People Individual contact records, often created from Gmail interactions, and the main target of contact syncs. | Journal Entries Posted GL activity replicated to warehouses for FP&A. | |
| Companies Organization records linked to people and opportunities. | Customers AR customer master records synced to CRMs for account and credit visibility. | |
| Leads Unqualified prospects kept separate from People until converted. | Vendors AP vendor master records synced with procurement and payment tools. | |
| Opportunities Deals tracked through pipelines and stages; synced for revenue reporting. | Inventory Items Item master with pricing and quantities, synced to e-commerce catalogs. | |
| Activities Logged emails, calls, meetings, and notes attached to records. | Sales Orders Order headers and lines, the usual write target for web and EDI orders. | |
| Tasks To-dos with due dates and assignees, usable in workload syncs. | AR Invoices Billing documents synced outward for payment status and revenue reporting. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Copper CRM–Sage 100 connection.
Changes in Copper CRM or Sage 100 instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Copper CRM or Sage 100 data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Copper CRM or Sage 100 record.
Track your Copper CRM ⇄ Sage 100 sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Copper CRM and Sage 100.
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.
Authenticate Copper CRM 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.
Pick the Copper CRM 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Copper CRM and Sage 100: authenticate both systems, choose the objects to sync (such as Copper CRM's People and Companies), map fields visually, and changes propagate both ways in milliseconds — no code required.
On the Copper CRM side: Custom Field Definitions, People, Companies, Leads, plus custom fields where Copper CRM exposes them. On the Sage 100 side: Purchase Orders, GL Accounts, Journal Entries, Customers. Stacksync auto-detects both schemas and converts types between the two systems.
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.
Common patterns for Copper CRM and Sage 100: One customer master; Where Sage 100 manages people and org data: keep Copper CRM aligned; Where Sage 100 handles order-to-cash: closed-won flows through. Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
Copper CRM: REST API. Authentication: API key paired with the requesting user's email address, sent as request headers. Sage 100: 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. Stacksync manages authentication, retries, and rate limits on both sides.
Copper CRM: Webhook subscriptions can be registered through the API to receive notifications for new, updated, and deleted records. Sage 100: Writes should go through the Business Object Interface rather than direct file access, so module validation and GL postings are enforced. Stacksync's field mapping accounts for these differences between Copper CRM and Sage 100 without custom code.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Copper CRM and Sage 100.