Real-time
Two-way sync
Changes in DealCloud or Sage X3 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
DealCloud to Sage X3 integration — real-time, two-way sync
Keep DealCloud 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.
- 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
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect DealCloud and Sage X3
Close the gap between front office and back office: DealCloud and Sage X3 share customers and status in real time, in both directions.
DealCloud 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 Relationship, Activity, Task, User in DealCloud with Sales Orders, Purchase Orders, Work Orders, Stock / Inventory by site 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 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
- 02 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
- 03 Feed work order and BOM data to MES or planning tools on the shop floor.
- 04 Sync business partners and products between Sage X3 and a CRM so global sales teams quote from current ERP masters.
Common sync patterns
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 DealCloud, so reps see balances before promising the next order.
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
Where Sage X3 manages people and org data: keep DealCloud aligned
Owners, territories, and org structure informed by Sage X3 stay current in DealCloud.
What you can sync between DealCloud 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.
| DealCloud objects | Sage X3 objects | How this pairing syncs | |
|---|---|---|---|
| Deal Synced with incremental and full sync. | Business Partners (Customers and Suppliers) Shared partner master synced with CRMs and procurement systems. | Deal is specific to DealCloud and Business Partners (Customers and Suppliers) to Sage X3 — each maps to any object or custom field on the other side. | |
| Company Synced with incremental and full sync. | Products Item master with units, costing, and site data, synced to commerce and PLM tools. | Company is specific to DealCloud and Products to Sage X3 — each maps to any object or custom field on the other side. | |
| Contact Synced with incremental and full sync. | Sales Orders Order documents written from external channels and read for fulfillment status. | Contact is specific to DealCloud and Sales Orders to Sage X3 — each maps to any object or custom field on the other side. | |
| Fund Synced with incremental and full sync. | Purchase Orders Procurement documents synced with supplier-facing systems. | Fund is specific to DealCloud and Purchase Orders to Sage X3 — each maps to any object or custom field on the other side. | |
| Investment Synced with incremental and full sync. | Work Orders Production orders read by MES and scheduling integrations. | Investment is specific to DealCloud and Work Orders to Sage X3 — each maps to any object or custom field on the other side. | |
| Relationship Synced with incremental and full sync. | Stock / Inventory by site On-hand and allocated quantities per site, synced to storefronts and WMS. | Relationship is specific to DealCloud and Stock / Inventory by site to Sage X3 — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud 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.
DealCloud Sage X3 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 X3 as a row-level write, with types converted between the two schemas.
Sage X3 DealCloud 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 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 X3
Connect DealCloud and Sage X3 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Sage X3 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud 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 DealCloud or Sage X3 record.
Observability
Monitoring
Track your DealCloud ⇄ 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 DealCloud and Sage X3.
How the DealCloud and Sage X3 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 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 DealCloud 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.
- 01
Connect your apps
Authenticate DealCloud 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.
DealCloud
connected
Sage X3
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud 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.
objects · DealCloud ⇄ Sage X3Customers 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 X3Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Sage X3 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Sage X3: authenticate both systems, choose the objects to sync (such as DealCloud's Deal and Company), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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.
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Common patterns for DealCloud and Sage X3: Where Sage X3 is the finance system of record: money status on the account; One customer master; Where Sage X3 manages people and org data: keep DealCloud aligned. Invoice and payment state from Sage X3 shows on the account in DealCloud, so reps see balances before promising the next order.
-
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 X3: 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. Stacksync manages authentication, retries, and rate limits on both sides.
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DealCloud: There is no universal native change-data-capture, so incremental sync relies on each entry's last-modified timestamp. Sage X3: X3 web services are generated from its business objects, so payloads mirror the on-screen entry transactions and enforce the same validation as manual entry. Stacksync's field mapping accounts for these differences between DealCloud and Sage X3 without custom code.
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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 X3 records are not retained after a sync operation.
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
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No integrations match .
