Real-time
Two-way sync
Changes in DealCloud or Sage 100 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
DealCloud to Sage 100 integration — real-time, two-way sync
Keep DealCloud 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.
- 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
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect DealCloud and Sage 100
Close the gap between front office and back office: DealCloud and Sage 100 share customers and status in real time, in both directions.
DealCloud 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 Company, Contact, Fund, Investment in DealCloud with Journal Entries, Customers, Vendors, Inventory Items 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 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
- 02 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
- 03 Replicate GL and sales history to a warehouse or Postgres database for reporting off the on-premise system.
- 04 Sync customers, invoices, and payment status into a CRM so sales sees AR standing without opening the ERP.
Common sync patterns
Where Sage 100 manages people and org data: keep DealCloud aligned
Owners, territories, and org structure informed by Sage 100 stay current in DealCloud.
Where Sage 100 handles order-to-cash: closed-won flows through
A deal won in DealCloud creates or updates the customer in Sage 100 with clean data, so fulfillment and invoicing start without re-entry.
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 DealCloud, so reps see balances before promising the next order.
What you can sync between DealCloud 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.
| DealCloud objects | Sage 100 objects | How this pairing syncs | |
|---|---|---|---|
| Task Synced with incremental and full sync. | GL Accounts Chart of accounts read for mapping transactions in finance integrations. | Task is specific to DealCloud and GL Accounts to Sage 100 — each maps to any object or custom field on the other side. | |
| User Synced with incremental and full sync. | Journal Entries Posted GL activity replicated to warehouses for FP&A. | User is specific to DealCloud and Journal Entries to Sage 100 — each maps to any object or custom field on the other side. | |
| Deal Synced with incremental and full sync. | Customers AR customer master records synced to CRMs for account and credit visibility. | Deal is specific to DealCloud and Customers to Sage 100 — each maps to any object or custom field on the other side. | |
| Company Synced with incremental and full sync. | Vendors AP vendor master records synced with procurement and payment tools. | Company is specific to DealCloud and Vendors to Sage 100 — each maps to any object or custom field on the other side. | |
| Contact Synced with incremental and full sync. | Inventory Items Item master with pricing and quantities, synced to e-commerce catalogs. | Contact is specific to DealCloud and Inventory Items to Sage 100 — each maps to any object or custom field on the other side. | |
| Fund Synced with incremental and full sync. | Sales Orders Order headers and lines, the usual write target for web and EDI orders. | Fund is specific to DealCloud and Sales Orders to Sage 100 — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud 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.
DealCloud Sage 100 Interval-based propagation
DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.
DeliveryEach detected change is applied to Sage 100 as a row-level write, with types converted between the two schemas.
Sage 100 DealCloud 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 DealCloud through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with DealCloud ⇄ Sage 100
Connect DealCloud and Sage 100 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Sage 100 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud 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 DealCloud or Sage 100 record.
Observability
Monitoring
Track your DealCloud ⇄ 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 DealCloud and Sage 100.
How the DealCloud and Sage 100 connectors work
DealCloud
- Integration surface
- REST API (DealCloud Data API v2)
- Authentication
- OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
- Change detection
- Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
- Capabilities
- read · write
- Rate limits
- API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
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 DealCloud 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 DealCloud 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.
DealCloud
connected
Sage 100
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud 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 · DealCloud ⇄ 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.
DealCloud Sage 100Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Sage 100 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Sage 100: authenticate both systems, choose the objects to sync (such as DealCloud's Task and User), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
On the DealCloud side: Company, Contact, Fund, Investment, plus custom fields where DealCloud exposes them. On the Sage 100 side: Journal Entries, Customers, Vendors, Inventory Items. 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 DealCloud and Sage 100: Where Sage 100 manages people and org data: keep DealCloud aligned; Where Sage 100 handles order-to-cash: closed-won flows through; Where Sage 100 is the finance system of record: money status on the account. Owners, territories, and org structure informed by Sage 100 stay current in DealCloud.
-
DealCloud: REST API (DealCloud Data API v2). Authentication: OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes. 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.
-
DealCloud: DealCloud is Intapp's deal and relationship management platform, purpose-built for private capital markets (private equity, venture capital, investment banking, and advisory firms). 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 DealCloud and Sage 100 without custom code.
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
Every pair below is a real-time, two-way sync. Search all 392 integrations available for DealCloud and Sage 100.
Popular · 8 of 392
-
DealCloud ⇄ Logiwa WMS -
DealCloud ⇄ Macola ERP -
DealCloud ⇄ Manhattan Associates WMS -
DealCloud ⇄ Microsoft Dynamics GP -
Sage 100 ⇄ Affinity -
Sage 100 ⇄ 6sense -
Sage 100 ⇄ Apollo.io -
Sage 100 ⇄ Clearbit
No integrations match .
