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Marketing ⇄ ERP

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

Keep Rollworks 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 Rollworks and Sage 300

Feed the real customer, order, and revenue records from Sage 300 into Rollworks 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 300 holds exactly that: AP Vendors, GL Accounts, Journal Batches, Order Entry Orders 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 AP Vendors, GL Accounts, Journal Batches, Order Entry Orders in Sage 300 with Ad Groups and Ads, Reporting and Attribution, Target Account Lists, Account Tiers in Rollworks 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 Rollworks 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 Rollworks flow back onto the record in Sage 300.

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 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 Create and edit Prospecting v2 Campaigns and Ad Groups programmatically so budgets and targeting stay in step with an internal planning system.
  • 04 Consolidate account-level ad engagement by domain into a reporting database to join RollWorks spend against CRM Opportunities.

Common sync patterns

Where Rollworks captures new people: signups become customer records

Registrations, form fills, or new subscribers in Rollworks create or update the corresponding record in Sage 300, so the back office sees them without anyone re-keying.

Consent and contact changes travel

Email, address, or subscription-status changes stay aligned across both systems, so a customer who updates their details or opts out is respected everywhere.

Purchase history drives segmentation

Orders, invoices, and revenue totals from Sage 300 land on the matching contact or account in Rollworks, so audiences are built from what customers actually bought and spent rather than from guesses.

What you can sync between Rollworks 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.

Rollworks objects Sage 300 objects How this pairing syncs
Audience Segments CRM (email), custom (cookie or ID), and lookalike segments created via /audience/v1/segments; membership is written from a warehouse with a duration of 1 to 540 days. Purchase Orders Procurement documents read for spend visibility and receiving. Audience Segments is specific to Rollworks and Purchase Orders to Sage 300 — each maps to any object or custom field on the other side.
Campaigns Prospecting v2 campaigns running on Web and LinkedIn with budget, KPI, and flight settings; created and edited via API and read back for status and pacing. Inventory Items Item master with costing and quantities, synced to storefronts and WMS. Campaigns is specific to Rollworks and Inventory Items to Sage 300 — each maps to any object or custom field on the other side.
Ad Groups and Ads Campaign subdivisions carrying attribute, contextual, geo, and device targeting plus creative; read and written to keep targeting aligned with an internal planning system. AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. Ad Groups and Ads is specific to Rollworks and AR Invoices and Receipts to Sage 300 — each maps to any object or custom field on the other side.
Reporting and Attribution Delivery and attribution metrics (impressions, clicks, cost, conversions, view-throughs) from the GraphQL Reporting API; read-only, aggregated by campaign, ad, and account domain. AR Customers Receivables customer master synced to CRMs and billing tools. Reporting and Attribution is specific to Rollworks and AR Customers to Sage 300 — each maps to any object or custom field on the other side.
Target Account Lists Named lists of B2B accounts for ABM; managed through /audience/v1/target_accounts so a CRM or warehouse can push and reconcile the accounts RollWorks advertises against. AP Vendors Payables vendor master synced with procurement and payment systems. Target Account Lists is specific to Rollworks and AP Vendors to Sage 300 — each maps to any object or custom field on the other side.
Account Tiers Groups within a Target Account List; an account belongs to only one tier per list, so tier assignments are written from source-of-truth data to drive tiered targeting. GL Accounts Chart of accounts read for transaction mapping across integrations. Account Tiers is specific to Rollworks and GL Accounts to Sage 300 — each maps to any object or custom field on the other side.

How changes propagate between Rollworks 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.

Rollworks Sage 300 Interval-based propagation

DetectionStacksync polls Rollworks for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule.

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

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

Rate-limit considerations

  • Rollworks: NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
What ships with Rollworks ⇄ Sage 300

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rollworks 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 Rollworks or Sage 300 record.

Observability

Monitoring

Track your Rollworks ⇄ 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 Rollworks and Sage 300.

How the Rollworks and Sage 300 connectors work

Rollworks

Integration surface
REST APIs (Audience, Prospecting v2) plus a GraphQL Reporting API
Authentication
OAuth 2.0 via NextRoll (Authorization Code grant, Bearer tokens per RFC 6749/6750); Personal Access Tokens supported for server-side scripts
Change detection
Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published
Capabilities
read · write
Rate limits
NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.

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

    Choose tables

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

Rollworks 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.

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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 373 integrations available for Rollworks and Sage 300.

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