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Storage ⇄ ERP

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

Keep Egnyte 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.

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

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Why teams connect Egnyte and Sage 300

Move the documents and data that Sage 300 produces into Egnyte as files, and let files stored in Egnyte update the records they belong to in Sage 300, continuously and without exports or manual filing.

Sage 300 runs the business on structured records: Inventory Items, AR Invoices and Receipts, AR Customers, AP Vendors. Egnyte holds files and the metadata that describes them: Events and Audit reports, Files, Folders, Users. The two do not share a customer table or an order ledger. What they share is documents. Nearly every record Sage 300 touches produces a file that belongs in storage, whether an invoice, a purchase order, a statement, or a shipping doc, and many files that land in Egnyte, from signed contracts to vendor bills to receipts, describe a transaction Sage 300 needs to record. Left unconnected, that link is maintained by hand: someone exports a PDF and drags it into a folder, or downloads a file and keys its details into a record.

Stacksync keeps Inventory Items, AR Invoices and Receipts, AR Customers, AP Vendors in Sage 300 and Events and Audit reports, Files, Folders, Users in Egnyte in sync, bi-directionally and in real time. A document and its details, the customer, the type, the date, an amount, an order or invoice number, are mapped field by field, so a file arrives in Egnyte already labeled and filed, and metadata captured against a stored file can create or update the matching record in Sage 300. Changes on either side show up within seconds, with conflict resolution in place of nightly exports and manual filing.

The result is that a transaction and the document that backs it stay together. Finance, operations, and audit teams find the file behind a record without digging through folders, and the record in Sage 300 and the file in Egnyte never describe two different versions of the same document.

Common use cases

  • 01 Keep inventory items and quantities aligned with e-commerce and warehouse systems on a schedule.
  • 02 Sync AR customers, invoices, and balances into a CRM for multi-currency account visibility.
  • 03 Provision and deprovision Egnyte Users and Groups from an HRIS or IdP so folder access follows employee onboarding and offboarding.
  • 04 Two-way sync of Files and Folders between Egnyte and an operational database or another content store, keeping the folder hierarchy aligned.

Common sync patterns

An archive that stays current

As records change in Sage 300, the corresponding files and metadata in Egnyte are kept in step, so a stored document reflects the latest version rather than a stale one-time export.

Audit-ready retention

Every transaction's supporting file lives in Egnyte beside its metadata, giving finance and audit teams a complete, searchable trail tied back to the record in Sage 300.

Documents filed with their context

Files that Sage 300 produces land in Egnyte labeled with the customer, document type, and reference number they belong to, so the right copy is one search away instead of buried in a folder.

What you can sync between Egnyte 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.

Egnyte objects Sage 300 objects How this pairing syncs
Folders Folder hierarchy managed via the fs endpoint (create, move, rename, delete); the tree structure is mirrored during sync. Order Entry Orders Sales orders written from e-commerce or EDI feeds. Folders is specific to Egnyte and Order Entry Orders to Sage 300 — each maps to any object or custom field on the other side.
Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. Purchase Orders Procurement documents read for spend visibility and receiving. Users is specific to Egnyte and Purchase Orders to Sage 300 — each maps to any object or custom field on the other side.
Groups Groups and membership managed via the Groups API; kept aligned with directory or IdP groups that drive folder access. Inventory Items Item master with costing and quantities, synced to storefronts and WMS. Groups is specific to Egnyte and Inventory Items to Sage 300 — each maps to any object or custom field on the other side.
Permissions Folder permissions listed, set, and removed via the Permissions API; effective permission for a user/folder is computable. AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. Permissions is specific to Egnyte and AR Invoices and Receipts to Sage 300 — each maps to any object or custom field on the other side.
Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. AR Customers Receivables customer master synced to CRMs and billing tools. Links is specific to Egnyte and AR Customers to Sage 300 — each maps to any object or custom field on the other side.
Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. AP Vendors Payables vendor master synced with procurement and payment systems. Metadata is specific to Egnyte and AP Vendors to Sage 300 — each maps to any object or custom field on the other side.

How changes propagate between Egnyte 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.

Egnyte Sage 300 Sub-second propagation

DetectionEgnyte notifies Stacksync of record changes through webhook events. Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata,.

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

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

Rate-limit considerations

  • Egnyte: Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request.
What ships with Egnyte ⇄ Sage 300

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Egnyte 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 Egnyte or Sage 300 record.

Observability

Monitoring

Track your Egnyte ⇄ 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 Egnyte and Sage 300.

How the Egnyte and Sage 300 connectors work

Egnyte

Integration surface
REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints
Authentication
OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header
Change detection
Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events
Capabilities
read · write · webhooks
Rate limits
Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request

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

    Choose tables

    Pick the Egnyte 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 · Egnyte ⇄ 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
    Egnyte Sage 300
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Egnyte 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 500 integrations available for Egnyte and Sage 300.

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