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CRM ⇄ ERP

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

Keep Nutshell 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.

  • 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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Migrated from Mulesoft
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Nutshell and Sage 100

Close the gap between front office and back office: Nutshell and Sage 100 share customers and status in real time, in both directions.

Nutshell holds the customer relationship; Sage 100 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 Notes, Products, Tags, Users in Nutshell with Sales Orders, AR Invoices, Purchase Orders, GL Accounts in Sage 100 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

  • Push closed-won leads to accounting software to trigger invoicing automatically.
  • Keep People and Companies consistent between Nutshell and email marketing or outreach tools.
  • Replicate GL and sales history to a warehouse or Postgres database for reporting off the on-premise system.
  • Sync customers, invoices, and payment status into a CRM so sales sees AR standing without opening the ERP.

Where Sage 100 is the finance system of record: money status on the account

Invoice and payment state from Sage 100 shows on the account in Nutshell, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Sage 100 manages people and org data: keep Nutshell aligned

Owners, territories, and org structure informed by Sage 100 stay current in Nutshell.

What you can sync between Nutshell 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.

Nutshell objects Sage 100 objects
Companies Account records that group people and leads for account-level syncs Sales Orders Order headers and lines, the usual write target for web and EDI orders.
Activities Logged calls, meetings, and emails used for engagement reporting AR Invoices Billing documents synced outward for payment status and revenue reporting.
Tasks Rep to-dos mirrored into external work-management or reporting systems Purchase Orders Procurement documents read for spend and receiving workflows.
Notes Free-text history attached to leads and contacts, replicated for a full timeline GL Accounts Chart of accounts read for mapping transactions in finance integrations.
Products Line items attached to leads, used to sync sold products into billing Journal Entries Posted GL activity replicated to warehouses for FP&A.
Tags Segmentation labels mapped to lists or filters in downstream tools Customers AR customer master records synced to CRMs for account and credit visibility.
What ships with Nutshell ⇄ Sage 100

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Nutshell 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 Nutshell or Sage 100 record.

Observability

Monitoring

Track your Nutshell ⇄ 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 Nutshell and Sage 100.

How the Nutshell and Sage 100 connectors work

Nutshell

Integration surface
JSON-RPC API over HTTPS; a newer REST API is also offered
Authentication
HTTP Basic with account email and API key
Change detection
webhook subscriptions for record events, with polling as fallback
Capabilities
read · write · webhooks
Rate limits
subject to the platform's API rate limits

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 Nutshell 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 Nutshell 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
    Nutshell connected
    Sage 100 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Nutshell and Sage 100 integration FAQ

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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Nutshell and Sage 100.

Popular · 8 of 386
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