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Marketing ⇄ ERP

Marketo to Sage 100 integration — real-time, two-way sync

Keep Marketo and Sage 100 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 Marketo and Sage 100

Feed the real customer, order, and revenue records from Sage 100 into Marketo so campaigns run on who actually bought what, and let contact and consent changes flow back in real time.

Marketing runs on lists of people, but the list rarely knows which of those people are paying customers, what they ordered, or what they are worth. Sage 100 holds exactly that: Sales Orders, AR Invoices, Purchase Orders, GL Accounts that record who the customer is, what they bought, and what they owe. When the two are joined only by a periodic export, campaigns go out against stale audiences, existing customers get prospecting emails, high-value accounts look the same as cold leads, and a canceled order still counts toward a segment.

Stacksync syncs Sales Orders, AR Invoices, Purchase Orders, GL Accounts in Sage 100 with Leads, Companies, Opportunities and Opportunity Roles, Custom Objects in Marketo in real time, and where both sides accept writes, in both directions. Customer, order, and invoice data maps field by field onto the contacts, audiences, or accounts Marketo works with, so segmentation and personalization run on current purchase history instead of a month-old snapshot. Contact details and consent changes that originate in Marketo flow back onto the record in Sage 100.

The strongest bridge between the two is identity and purchase history, who the customer is and what they have bought, so that is where most of the value sits. Because the sync is field-level, each system keeps the attributes the other has no use for; only the shared records are held in agreement.

Common use cases

  • 01 Push e-commerce and EDI orders into the Sales Order module instead of rekeying them.
  • 02 Publish item, pricing, and on-hand inventory to online catalogs on a schedule.
  • 03 Load purchase or product-usage records into Custom Objects linked to Leads so nurture campaigns branch on behavior mastered in another system.
  • 04 Add or remove Leads on Static Lists or set Program Member status from lifecycle stage computed downstream, then run a trigger Smart Campaign against them.

Common sync patterns

Purchase history drives segmentation

Orders, invoices, and revenue totals from Sage 100 land on the matching contact or account in Marketo, so audiences are built from what customers actually bought and spent rather than from guesses.

Suppress or target existing customers

Because Sage 100 knows who is already a paying customer, Marketo can exclude them from acquisition campaigns or single them out for renewal and cross-sell.

One customer identity across both systems

A person or company's contact details corrected in either system update the other, so marketing and the back office stop maintaining separate versions of the same record.

What you can sync between Marketo and Sage 100

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.

Marketo objects Sage 100 objects How this pairing syncs
Programs and Program Members Marketing programs read via /rest/v1/programs.json; program membership and member status managed via /rest/v1/leads/programs/{programId}.json and the program status endpoint for acquisition and attribution reporting. Journal Entries Posted GL activity replicated to warehouses for FP&A. Programs and Program Members is specific to Marketo and Journal Entries to Sage 100 — each maps to any object or custom field on the other side.
Smart Campaigns Automation flows read via /rest/v1/campaigns.json and run against a set of Leads by requesting a trigger campaign with POST /rest/v1/campaigns/{id}/trigger.json, so downstream logic can push Leads into a Marketo flow. Customers AR customer master records synced to CRMs for account and credit visibility. Smart Campaigns is specific to Marketo and Customers to Sage 100 — each maps to any object or custom field on the other side.
Leads Core person records (called Leads/People), deduped on email address by default or a configured dedupe field; read via GET /rest/v1/leads.json with a filterType, upserted via POST /rest/v1/leads.json (action createOrUpdate/createOnly/updateOnly), bulk-imported via CSV through POST /bulk/v1/leads.json, and bulk-exported via /bulk/v1/leads/export/create.json. Vendors AP vendor master records synced with procurement and payment tools. Leads is specific to Marketo and Vendors to Sage 100 — each maps to any object or custom field on the other side.
Companies Company records linked to Leads via a company link field; read and upserted through /rest/v1/companies.json, typically mastered in a CRM or ERP and written into Marketo for account context. Inventory Items Item master with pricing and quantities, synced to e-commerce catalogs. Companies is specific to Marketo and Inventory Items to Sage 100 — each maps to any object or custom field on the other side.
Opportunities and Opportunity Roles Revenue objects synced via /rest/v1/opportunities.json and /rest/v1/opportunities/roles.json; roles associate an opportunity with a Lead, so pipeline data can drive nurture and scoring. Sales Orders Order headers and lines, the usual write target for web and EDI orders. Opportunities and Opportunity Roles is specific to Marketo and Sales Orders to Sage 100 — each maps to any object or custom field on the other side.
Custom Objects Auxiliary data tables described via /rest/v1/customobjects.json and read/written via /rest/v1/customobjects/{apiName}.json, linked to Leads by a dedupe/link field so campaigns branch on records like purchases or subscriptions. AR Invoices Billing documents synced outward for payment status and revenue reporting. Custom Objects is specific to Marketo and AR Invoices to Sage 100 — each maps to any object or custom field on the other side.

How changes propagate between Marketo and Sage 100

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.

Marketo Sage 100 Interval-based propagation

DetectionStacksync polls Marketo for changes on an incremental schedule, reading only records changed since the previous pass. Polling: Get Lead Changes and Get Lead Activities from a paging token seeded by a sinceDatetime, plus Get Deleted Leads, or Bulk Extract filtered on.

DeliveryEach detected change is applied to Sage 100 as a row-level write, with types converted between the two schemas.

Sage 100 Marketo Interval-based propagation

DetectionStacksync polls Sage 100 for changes on an incremental schedule, reading only records changed since the previous pass. Scheduled polling.

DeliveryEach detected change is written to Marketo through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Marketo: Interactive calls are capped at 100 per 20 seconds (error 606) and a maximum of 10 concurrent calls (error 615) per instance, neither increasable; a default daily quota of 50,000 calls (increasable, resets midnight CST) applies. Bulk Extract shares a 500 MB/day export quota across data types with at most 2 concurrent jobs and 10 queued.
What ships with Marketo ⇄ Sage 100

Connect Marketo and Sage 100 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Marketo–Sage 100 connection.

Real-time

Two-way sync

Changes in Marketo or Sage 100 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Marketo or Sage 100 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 Marketo or Sage 100 record.

Observability

Monitoring

Track your Marketo ⇄ Sage 100 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Marketo and Sage 100.

How the Marketo and Sage 100 connectors work

Marketo

Integration surface
Marketo REST API (JSON over HTTPS) for Leads, Companies, Opportunities, Custom Objects, Activities, Lists, Programs, and Campaigns, plus an asynchronous Bulk Import (leads) and Bulk Extract (leads/activities/program members/custom objects) API and an Asset REST API for emails, forms, and landing pages
Authentication
OAuth 2.0 client_credentials (2-legged): GET the Identity URL /oauth/token?grant_type=client_credentials with a Custom Service client_id and client_secret to receive an access token valid for 3600 seconds, then send it as Authorization: Bearer on each call. The instance base URL is https://{munchkinId}.mktorest.com; passing the token as an access_token query parameter is deprecated (removal July 31, 2026).
Change detection
Polling: Get Lead Changes and Get Lead Activities from a paging token seeded by a sinceDatetime, plus Get Deleted Leads, or Bulk Extract filtered on createdAt/updatedAt. Marketo's Webhooks are Smart Campaign flow-step outbound HTTP calls to a URL, not a general record-change subscription, so there is no push feed of arbitrary CRUD.
Capabilities
read · write
Rate limits
Interactive calls are capped at 100 per 20 seconds (error 606) and a maximum of 10 concurrent calls (error 615) per instance, neither increasable; a default daily quota of 50,000 calls (increasable, resets midnight CST) applies. Bulk Extract shares a 500 MB/day export quota across data types with at most 2 concurrent jobs and 10 queued.

Sage 100

Integration surface
ODBC (ProvideX driver) for reads; Business Object Interface (BOI) or Sage-provided web services for writes
Authentication
Sage 100 company and user credentials; ODBC DSN credentials for direct reads
Change detection
Scheduled polling; no webhooks or change log on the integration surface
Capabilities
read · write
How it works

How to connect Marketo to Sage 100 — 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 Marketo and Sage 100 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
    Marketo connected
    Sage 100 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Marketo and Sage 100 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 · Marketo ⇄ Sage 100
    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
    Marketo Sage 100
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Marketo and Sage 100 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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