Real-time
Two-way sync
Changes in Folk CRM or Sage 300 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Folk CRM to Sage 300 integration — real-time, two-way sync
Keep Folk CRM 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
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
Case study
Migrated from Celigo
Why teams connect Folk CRM and Sage 300
Close the gap between front office and back office: Folk CRM and Sage 300 share customers and status in real time, in both directions.
Folk CRM 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 Companies, Groups, Custom fields, Notes in Folk CRM with Purchase Orders, Inventory Items, AR Invoices and Receipts, AR Customers 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
- Mirror folk groups into a reporting database to track pipeline and outreach coverage.
- Keep folk and a billing or customer success tool aligned on company records as deals close.
- Keep inventory items and quantities aligned with e-commerce and warehouse systems on a schedule.
- Sync AR customers, invoices, and balances into a CRM for multi-currency account visibility.
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
Where Sage 300 manages people and org data: keep Folk CRM aligned
Owners, territories, and org structure informed by Sage 300 stay current in Folk CRM.
Where Sage 300 handles order-to-cash: closed-won flows through
A deal won in Folk CRM creates or updates the customer in Sage 300 with clean data, so fulfillment and invoicing start without re-entry.
What you can sync between Folk CRM 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.
| Folk CRM objects | Sage 300 objects | |
|---|---|---|
| Custom fields Group-scoped attributes that receive enriched or computed values from external systems. | AR Customers Receivables customer master synced to CRMs and billing tools. | |
| Notes Free-text context attached to people and companies, readable for reporting. | AP Vendors Payables vendor master synced with procurement and payment systems. | |
| Reminders Follow-up items that can be created from external triggers. | GL Accounts Chart of accounts read for transaction mapping across integrations. | |
| People Contact records; the primary entity synced with outreach and enrichment tools. | Journal Batches GL entries staged in batches that must be posted; a common write target for external systems. | |
| Companies Organization records linked to people and kept aligned with billing or CS systems. | Order Entry Orders Sales orders written from e-commerce or EDI feeds. | |
| Groups Shared workspaces that organize contacts; group membership is often the field integrations act on. | Purchase Orders Procurement documents read for spend visibility and receiving. |
What ships with Folk CRM ⇄ Sage 300
Connect Folk CRM and Sage 300 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Folk CRM–Sage 300 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Folk CRM 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 Folk CRM or Sage 300 record.
Observability
Monitoring
Track your Folk CRM ⇄ 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 Folk CRM and Sage 300.
How the Folk CRM and Sage 300 connectors work
Folk CRM
- Integration surface
- REST API
- Authentication
- API key (Bearer token)
- Change detection
- Webhook subscriptions for record events, with polling of list endpoints as a fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
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 Folk CRM 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 Folk CRM 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.
Folk CRM
connected
Sage 300
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Folk CRM 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 · Folk CRM ⇄ 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.
Folk CRM Sage 300Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Folk CRM and Sage 300 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Folk CRM and Sage 300: authenticate both systems, choose the objects to sync (such as Folk CRM's Custom fields and Notes), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Change detection on Folk CRM: Webhook subscriptions for record events, with polling of list endpoints as a fallback. 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 Folk CRM side: Companies, Groups, Custom fields, Notes, plus custom fields where Folk CRM exposes them. On the Sage 300 side: Purchase Orders, Inventory Items, AR Invoices and Receipts, AR Customers. Stacksync auto-detects both schemas and converts types between the two systems.
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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 Folk CRM and Sage 300: One customer master; Where Sage 300 manages people and org data: keep Folk CRM aligned; Where Sage 300 handles order-to-cash: closed-won flows through. Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
-
Folk CRM: REST API. Authentication: API key (Bearer token). Sage 300: 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. Stacksync manages authentication, retries, and rate limits on both sides.
SECURITY
Security teams love 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 386 integrations available for Folk CRM and Sage 300.
Popular · 8 of 386
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Folk CRM ⇄ Infor CloudSuite - Folk CRM ⇄ Infor LN
- Folk CRM ⇄ Infor M3
- Folk CRM ⇄ Infor WMS
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Sage 300 ⇄ Streak CRM -
Sage 300 ⇄ SugarCRM -
Sage 300 ⇄ Twenty CRM -
Sage 300 ⇄ Veeva CRM
No integrations match .
