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Human resources ⇄ ERP

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

Keep Lever 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 Lever and Sage 300

Sync the workers, org structure, and cost centers that Sage 300 and Lever share in real time, so the people Lever manages stay current in the system that runs finance and operations.

Lever is the system of record for people: who was hired, which department and location they sit in, who they report to, and how they are paid. Sage 300 runs finance and operations, and much of what it does depends on that same information, from booking labor cost to approving an expense report to staffing a project. Where the two are bridged by re-keying or an overnight file, each side spends the day out of step, with new hires missing from the systems they need and leavers still active where they should not be.

Stacksync syncs AR Customers, AP Vendors, GL Accounts, Journal Batches in Sage 300 with Stages, Feedback, Interviews, Notes and Contacts in Lever field by field, in real time, and in both directions. You decide which system owns which fields, so the people side stays authoritative for worker data while Sage 300 keeps its own accounting and operational detail, and every change made in one is reflected in the other within seconds instead of at the next batch run.

Common use cases

  • 01 Sync AR customers, invoices, and balances into a CRM for multi-currency account visibility.
  • 02 Write web and EDI orders into Order Entry and return order status to the source channel.
  • 03 Push Postings and Requisitions into an HRIS or warehouse to reconcile approved headcount against open roles.
  • 04 When an Opportunity is marked hired, write the candidate and its Offer into an HRIS or onboarding system to start employee provisioning.

Common sync patterns

Where Lever runs payroll: labor cost in the books

Pay and compensation data from Lever posts into Sage 300 as labor cost, so finance sees workforce spend without re-entering it by hand.

Where Lever is the worker system of record: one employee master

When a worker is hired, moved, or offboarded in Lever, the matching employee record in Sage 300 is created, updated, or deactivated, so the business system reflects the workforce as it actually is.

New hires ready to transact in Sage 300

A new person set up in Lever becomes an employee record in Sage 300 in time to submit expenses, enter time, or approve a purchase, without waiting on manual setup.

What you can sync between Lever 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.

Lever objects Sage 300 objects How this pairing syncs
Offers Offer records attached to an Opportunity with status and offer-form fields; exposed read-only through GET /opportunities/:id/offers, so they sync outbound to an HRIS or onboarding system when a candidate reaches the offer stage. Journal Batches GL entries staged in batches that must be posted; a common write target for external systems. Offers is specific to Lever and Journal Batches to Sage 300 — each maps to any object or custom field on the other side.
Users Lever team members (recruiters, hiring managers) with configurable roles; can be created via POST /users, deactivated, and reactivated through the API. Order Entry Orders Sales orders written from e-commerce or EDI feeds. Users is specific to Lever and Order Entry Orders to Sage 300 — each maps to any object or custom field on the other side.
Stages Pipeline stage definitions that Opportunities move through; read to model funnel state and stage transitions in a database. Purchase Orders Procurement documents read for spend visibility and receiving. Stages is specific to Lever and Purchase Orders to Sage 300 — each maps to any object or custom field on the other side.
Feedback Interview feedback and scorecard forms attached to Opportunities; created via POST /opportunities/:id/feedback and consolidated into a warehouse for interviewer analytics. Inventory Items Item master with costing and quantities, synced to storefronts and WMS. Feedback is specific to Lever and Inventory Items to Sage 300 — each maps to any object or custom field on the other side.
Interviews Scheduled interview panel events with times and interviewers; read for scheduling reporting and time-to-hire metrics, and creatable via the panels endpoint. AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. Interviews is specific to Lever and AR Invoices and Receipts to Sage 300 — each maps to any object or custom field on the other side.
Notes and Contacts Free-text Notes on Opportunities plus the underlying Contact (person) that dedupes multiple Opportunities; notes are posted via POST /opportunities/:id/notes and contact-level tags, sources, and links can be added back for attribution. AR Customers Receivables customer master synced to CRMs and billing tools. Notes and Contacts is specific to Lever and AR Customers to Sage 300 — each maps to any object or custom field on the other side.

How changes propagate between Lever 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.

Lever Sage 300 Sub-second propagation

DetectionLever notifies Stacksync of record changes through webhook events. Webhooks for candidate and application lifecycle events (applicationCreated, candidateStageChange, candidateArchiveStateChange, candidateHired,.

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

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

Rate-limit considerations

  • Lever: 10 requests/second per API key with a token-bucket burst to ~20/s; POSTs that create candidates/applications are throttled to roughly 2/second. Sustained overage returns 429 with Retry-After. List endpoints are cursor-paginated at up to 100 records per page.
What ships with Lever ⇄ Sage 300

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Lever 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 Lever or Sage 300 record.

Observability

Monitoring

Track your Lever ⇄ 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 Lever and Sage 300.

How the Lever and Sage 300 connectors work

Lever

Integration surface
REST Data API (api.lever.co/v1)
Authentication
API key over HTTP Basic auth (key as username, blank password) for internal integrations, or OAuth 2.0 with 1-hour access tokens for partner integrations (auth.lever.co)
Change detection
Webhooks for candidate and application lifecycle events (applicationCreated, candidateStageChange, candidateArchiveStateChange, candidateHired, interview created/updated/deleted), plus incremental polling via created_at and updated_at range filters on Opportunities
Capabilities
read · write · webhooks
Rate limits
10 requests/second per API key with a token-bucket burst to ~20/s; POSTs that create candidates/applications are throttled to roughly 2/second. Sustained overage returns 429 with Retry-After. List endpoints are cursor-paginated at up to 100 records per page.
Lever setup guide

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

    Choose tables

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

Lever 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:

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