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Marketing ⇄ ERP

Cvent to Sage 300 integration — real-time, two-way sync

Keep Cvent 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.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

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Migrated from MuleSoft
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Why teams connect Cvent and Sage 300

Feed the real customer, order, and revenue records from Sage 300 into Cvent so campaigns run on who actually bought what, and let contact and consent changes flow back in real time.

Marketing runs on lists of people, but the list rarely knows which of those people are paying customers, what they ordered, or what they are worth. Sage 300 holds exactly that: GL Accounts, Journal Batches, Order Entry Orders, Purchase Orders that record who the customer is, what they bought, and what they owe. When the two are joined only by a periodic export, campaigns go out against stale audiences, existing customers get prospecting emails, high-value accounts look the same as cold leads, and a canceled order still counts toward a segment.

Stacksync syncs GL Accounts, Journal Batches, Order Entry Orders, Purchase Orders in Sage 300 with Attendees and Registrations, Sessions, Speakers, Exhibitors in Cvent in real time, and where both sides accept writes, in both directions. Customer, order, and invoice data maps field by field onto the contacts, audiences, or accounts Cvent works with, so segmentation and personalization run on current purchase history instead of a month-old snapshot. Contact details and consent changes that originate in Cvent flow back onto the record in Sage 300.

The strongest bridge between the two is identity and purchase history, who the customer is and what they have bought, so that is where most of the value sits. Because the sync is field-level, each system keeps the attributes the other has no use for; only the shared records are held in agreement.

Common use cases

  • 01 Write web and EDI orders into Order Entry and return order status to the source channel.
  • 02 Replicate GL, AR, and AP detail to a warehouse for consolidated multi-company reporting.
  • 03 Write Attendees and Registrations into Cvent from external marketing signup flows, then read attendance status back into a warehouse.
  • 04 Sync Sessions and Speakers into a content database or agenda app so schedule and speaker changes propagate without manual re-entry.

Common sync patterns

Lifecycle triggers from back-office events

A first order, a renewal, or a lapsed account recorded in Sage 300 appears in Cvent within seconds, ready to start or stop a lifecycle campaign.

Where Cvent captures new people: signups become customer records

Registrations, form fills, or new subscribers in Cvent create or update the corresponding record in Sage 300, so the back office sees them without anyone re-keying.

Consent and contact changes travel

Email, address, or subscription-status changes stay aligned across both systems, so a customer who updates their details or opts out is respected everywhere.

What you can sync between Cvent 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.

Cvent objects Sage 300 objects How this pairing syncs
Surveys Survey definitions and responses; read out to a warehouse for post-event feedback analysis alongside attendance data. Journal Batches GL entries staged in batches that must be posted; a common write target for external systems. Surveys is specific to Cvent and Journal Batches to Sage 300 — each maps to any object or custom field on the other side.
Budgets Event budget line items; read into a finance database or ERP to reconcile planned versus actual event spend. Order Entry Orders Sales orders written from e-commerce or EDI feeds. Budgets is specific to Cvent and Order Entry Orders to Sage 300 — each maps to any object or custom field on the other side.
Events Top-level event containers created and updated through the Events endpoints; read out for reporting and written to provision events from an external system. Purchase Orders Procurement documents read for spend visibility and receiving. Events is specific to Cvent and Purchase Orders to Sage 300 — each maps to any object or custom field on the other side.
Contacts Account-wide people database spanning every event; synced two-way with a CRM or warehouse as the shared audience source of truth via the Create Contacts endpoint. Inventory Items Item master with costing and quantities, synced to storefronts and WMS. Contacts is specific to Cvent and Inventory Items to Sage 300 — each maps to any object or custom field on the other side.
Attendees and Registrations Per-event registrants; written in from CRM or marketing signup flows via POST /ea/attendees and read back out to a warehouse for attendance and registration-status reporting. AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. Attendees and Registrations is specific to Cvent and AR Invoices and Receipts to Sage 300 — each maps to any object or custom field on the other side.
Sessions Agenda items within an event; listed or created through the API and synced so session-level attendance feeds reporting tables. AR Customers Receivables customer master synced to CRMs and billing tools. Sessions is specific to Cvent and AR Customers to Sage 300 — each maps to any object or custom field on the other side.

How changes propagate between Cvent 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.

Cvent Sage 300 Sub-second propagation

DetectionCvent notifies Stacksync of record changes through webhook events. Per-event webhooks push attendee, registration, session, and speaker changes.

DeliveryEach detected change is applied to Sage 300 as a row-level write, with types converted between the two schemas.

Sage 300 Cvent 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 Cvent through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Cvent: Responses carry X-RateLimit-Limit/Remaining/Reset headers; a 429 signals either the per-second limit (retry with exponential backoff from ~2s) or the daily quota (up to 500,000 calls/day on the Premium tier, 1,000/day on Free) exhausted until midnight UTC.
What ships with Cvent ⇄ Sage 300

Connect Cvent and Sage 300 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Cvent–Sage 300 connection.

Real-time

Two-way sync

Changes in Cvent or Sage 300 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cvent 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 Cvent or Sage 300 record.

Observability

Monitoring

Track your Cvent ⇄ 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 Cvent and Sage 300.

How the Cvent and Sage 300 connectors work

Cvent

Integration surface
Cvent REST API (JSON over HTTPS at api-platform.cvent.com/ea, paginated list endpoints)
Authentication
OAuth 2.0 client-credentials flow: a client ID and secret are Basic-auth exchanged for a 60-minute bearer token at api-platform.cvent.com/ea/oauth2/token; legacy API-key and SOAP/CSN auth are deprecated
Change detection
Per-event webhooks push attendee, registration, session, and speaker changes; list endpoints also expose updatedDate for polling and support on-demand manual sync
Capabilities
read · write · webhooks
Rate limits
Responses carry X-RateLimit-Limit/Remaining/Reset headers; a 429 signals either the per-second limit (retry with exponential backoff from ~2s) or the daily quota (up to 500,000 calls/day on the Premium tier, 1,000/day on Free) exhausted until midnight UTC
Cvent setup guide

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 Cvent 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.

  1. 01

    Connect your apps

    Authenticate Cvent 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Cvent connected
    Sage 300 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Cvent 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Cvent ⇄ Sage 300
    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
    Cvent Sage 300
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Cvent and Sage 300 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
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 469 integrations available for Cvent and Sage 300.

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