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Human resources ⇄ ERP

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

Keep Namely 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

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Why teams connect Namely and Sage 300

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

Namely 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 Events, Profiles, Job Titles, Job Tiers in Namely 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 Groups and Teams (departments, locations, team categories) into downstream apps to keep org structure and reporting lines aligned.
  • 04 Feed Namely Reports as JSON into a database on a schedule for roster, turnover, and diversity dashboards without manual CSV exports.

Common sync patterns

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

When a worker is hired, moved, or offboarded in Namely, 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 Namely becomes an employee record in Sage 300 in time to submit expenses, enter time, or approve a purchase, without waiting on manual setup.

One org structure

Departments, cost centers, and locations that both systems reference stay in agreement, so labor cost, approvals, and reporting in Sage 300 roll up to the same structure Namely maintains.

What you can sync between Namely 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.

Namely objects Sage 300 objects How this pairing syncs
Reports Saved Namely reports returned as JSON snapshots that update instantly; read-only feeds for headcount and roster analytics. Inventory Items Item master with costing and quantities, synced to storefronts and WMS. Reports is specific to Namely and Inventory Items to Sage 300 — each maps to any object or custom field on the other side.
Profile Fields Metadata describing standard and company-defined custom field sections; read to discover schema and generate mappings. AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. Profile Fields is specific to Namely and AR Invoices and Receipts to Sage 300 — each maps to any object or custom field on the other side.
Events Home-feed items such as announcements, birthdays, anniversaries, and new arrivals; typically read-only into comms tools. AR Customers Receivables customer master synced to CRMs and billing tools. Events is specific to Namely and AR Customers to Sage 300 — each maps to any object or custom field on the other side.
Profiles The core employee record (personal, job, contact, and compensation fields); synced two-way via GET/POST/PUT with updated_at driving incremental polling. AP Vendors Payables vendor master synced with procurement and payment systems. Profiles is specific to Namely and AP Vendors to Sage 300 — each maps to any object or custom field on the other side.
Job Titles Job title definitions; read and written so titles stay aligned with an HRIS, directory, or reporting dimension. GL Accounts Chart of accounts read for transaction mapping across integrations. Job Titles is specific to Namely and GL Accounts to Sage 300 — each maps to any object or custom field on the other side.
Job Tiers Leveling hierarchy grouping zero-to-many Job Titles; read to map seniority into warehouse dimension tables. Journal Batches GL entries staged in batches that must be posted; a common write target for external systems. Job Tiers is specific to Namely and Journal Batches to Sage 300 — each maps to any object or custom field on the other side.

How changes propagate between Namely 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.

Namely Sage 300 Interval-based propagation

DetectionStacksync polls Namely for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks.

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

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

Rate-limit considerations

  • Namely: Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
What ships with Namely ⇄ Sage 300

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Namely 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 Namely or Sage 300 record.

Observability

Monitoring

Track your Namely ⇄ 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 Namely and Sage 300.

How the Namely and Sage 300 connectors work

Namely

Integration surface
REST API (JSON over HTTPS)
Authentication
OAuth 2.0 authorization-code grant, or a personal access token sent as a Bearer token; all calls run over HTTPS against https://{subdomain}.namely.com/api/v1
Change detection
No webhooks; integrations poll GET endpoints and compare the updated_at / created_at timestamps on Profiles and related objects to detect changes
Capabilities
read · write
Rate limits
Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.

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

    Choose tables

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

Namely 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 406 integrations available for Namely and Sage 300.

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