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Marketing ⇄ ERP

Rollworks to Sage X3 integration — real-time, two-way sync

Keep Rollworks and Sage X3 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 X3

Feed the real customer, order, and revenue records from Sage X3 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 X3 holds exactly that: Sales Orders, Purchase Orders, Work Orders, Stock / Inventory by site 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, Purchase Orders, Work Orders, Stock / Inventory by site in Sage X3 with Audience Segments, Campaigns, Ad Groups and Ads, Reporting and Attribution 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 X3.

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 business partners and products between Sage X3 and a CRM so global sales teams quote from current ERP masters.
  • 02 Push orders from e-commerce or EDI channels into X3 sales orders and return delivery status.
  • 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

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 X3 land on the matching contact or account in Rollworks, so audiences are built from what customers actually bought and spent rather than from guesses.

Suppress or target existing customers

Because Sage X3 knows who is already a paying customer, Rollworks can exclude them from acquisition campaigns or single them out for renewal and cross-sell.

What you can sync between Rollworks and Sage X3

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 X3 objects How this pairing syncs
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. Deliveries Shipment documents synced to logistics providers and customer portals. Target Account Lists is specific to Rollworks and Deliveries to Sage X3 — 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. Business Partners (Customers and Suppliers) Shared partner master synced with CRMs and procurement systems. Account Tiers is specific to Rollworks and Business Partners (Customers and Suppliers) to Sage X3 — each maps to any object or custom field on the other side.
Accounts (TAL Items) Individual accounts identified by domain; added or removed via the tier items endpoint (POST/DELETE) so an operational database can control which domains are targeted. Products Item master with units, costing, and site data, synced to commerce and PLM tools. Accounts (TAL Items) is specific to Rollworks and Products to Sage X3 — each maps to any object or custom field on the other side.
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. Sales Orders Order documents written from external channels and read for fulfillment status. Audience Segments is specific to Rollworks and Sales Orders to Sage X3 — 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. Purchase Orders Procurement documents synced with supplier-facing systems. Campaigns is specific to Rollworks and Purchase Orders to Sage X3 — 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. Work Orders Production orders read by MES and scheduling integrations. Ad Groups and Ads is specific to Rollworks and Work Orders to Sage X3 — each maps to any object or custom field on the other side.

How changes propagate between Rollworks and Sage X3

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 X3 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 X3 as a row-level write, with types converted between the two schemas.

Sage X3 Rollworks Interval-based propagation

DetectionStacksync polls Sage X3 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 X3

Connect Rollworks and Sage X3 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Rollworks–Sage X3 connection.

Real-time

Two-way sync

Changes in Rollworks or Sage X3 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rollworks or Sage X3 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 X3 record.

Observability

Monitoring

Track your Rollworks ⇄ Sage X3 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 X3.

How the Rollworks and Sage X3 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 X3

Integration surface
SOAP and REST web services published from X3 business objects; direct SQL access to the underlying database on-prem
Authentication
Dedicated web-service user credentials (Basic auth) against configured connection pools
Change detection
Scheduled polling; no general webhook surface on the classic web services layer
Capabilities
read · write
How it works

How to connect Rollworks to Sage X3 — 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 X3 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 X3 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Rollworks and Sage X3 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 X3
    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 X3
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Rollworks and Sage X3 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 372 integrations available for Rollworks and Sage X3.

Popular · 6 of 372
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