Real-time
Two-way sync
Changes in DealCloud or Sage 300 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
DealCloud to Sage 300 integration — real-time, two-way sync
Keep DealCloud 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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Migrated from Celigo
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect DealCloud and Sage 300
Close the gap between front office and back office: DealCloud and Sage 300 share customers and status in real time, in both directions.
DealCloud holds the customer relationship; Sage 300 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 AR Invoices and Receipts, AR Customers, AP Vendors, GL Accounts in Sage 300 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 Keep inventory items and quantities aligned with e-commerce and warehouse systems on a schedule.
- 04 Sync AR customers, invoices, and balances into a CRM for multi-currency account visibility.
Common sync patterns
Where Sage 300 manages people and org data: keep DealCloud aligned
Owners, territories, and org structure informed by Sage 300 stay current in DealCloud.
Where Sage 300 handles order-to-cash: closed-won flows through
A deal won in DealCloud creates or updates the customer in Sage 300 with clean data, so fulfillment and invoicing start without re-entry.
Where Sage 300 is the finance system of record: money status on the account
Invoice and payment state from Sage 300 shows on the account in DealCloud, so reps see balances before promising the next order.
What you can sync between DealCloud 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.
| DealCloud objects | Sage 300 objects | How this pairing syncs | |
|---|---|---|---|
| Fund Synced with incremental and full sync. | AR Customers Receivables customer master synced to CRMs and billing tools. | Fund is specific to DealCloud and AR Customers to Sage 300 — each maps to any object or custom field on the other side. | |
| Investment Synced with incremental and full sync. | AP Vendors Payables vendor master synced with procurement and payment systems. | Investment is specific to DealCloud and AP Vendors to Sage 300 — each maps to any object or custom field on the other side. | |
| Relationship Synced with incremental and full sync. | GL Accounts Chart of accounts read for transaction mapping across integrations. | Relationship is specific to DealCloud and GL Accounts to Sage 300 — each maps to any object or custom field on the other side. | |
| Activity Synced with incremental and full sync. | Journal Batches GL entries staged in batches that must be posted; a common write target for external systems. | Activity is specific to DealCloud and Journal Batches to Sage 300 — each maps to any object or custom field on the other side. | |
| Task Synced with incremental and full sync. | Order Entry Orders Sales orders written from e-commerce or EDI feeds. | Task is specific to DealCloud and Order Entry Orders to Sage 300 — each maps to any object or custom field on the other side. | |
| User Synced with incremental and full sync. | Purchase Orders Procurement documents read for spend visibility and receiving. | User is specific to DealCloud and Purchase Orders to Sage 300 — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud 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.
DealCloud Sage 300 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 300 as a row-level write, with types converted between the two schemas.
Sage 300 DealCloud 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 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 300
Connect DealCloud and Sage 300 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Sage 300 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud 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 DealCloud or Sage 300 record.
Observability
Monitoring
Track your DealCloud ⇄ 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 DealCloud and Sage 300.
How the DealCloud and Sage 300 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 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 DealCloud 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.
- 01
Connect your apps
Authenticate DealCloud 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.
DealCloud
connected
Sage 300
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud 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.
objects · DealCloud ⇄ Sage 300Customers 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 300Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Sage 300 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Sage 300: authenticate both systems, choose the objects to sync (such as DealCloud's Fund and Investment), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means DealCloud and Sage 300 records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed DealCloud and Sage 300 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom DealCloud–Sage 300 integration in-house.
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Yes — Stacksync ships production-grade connectors for both DealCloud and Sage 300. 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 DealCloud: Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval. On Sage 300: Scheduled polling; batch-oriented modules with no webhook 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 DealCloud side: Company, Contact, Fund, Investment, plus custom fields where DealCloud exposes them. On the Sage 300 side: AR Invoices and Receipts, AR Customers, AP Vendors, GL Accounts. Stacksync auto-detects both schemas and converts types between the two systems.
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 300.
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DealCloud ⇄ Visibility ERP -
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DealCloud ⇄ Dynamics 365 F&O - DealCloud ⇄ SuiteAnalytics
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Sage 300 ⇄ SAP Sales Cloud -
Sage 300 ⇄ Streak CRM -
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Sage 300 ⇄ Twenty CRM
No integrations match .
