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ERP

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

Keep Rootstock ERP 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 Rootstock ERP and Sage 300

Two ERPs, one set of facts: Stacksync keeps Rootstock ERP and Sage 300 consistent in real time, whether they split the business or one is replacing the other.

Companies run two ERPs for structural reasons: a two-tier setup with subsidiaries on lighter systems, an acquisition that brought its own stack, a split by function or region, or a migration that will take quarters. In all of these, some of the same organizations, people, and transactions exist in both systems, and keeping them aligned by hand is a standing tax on the back office.

Stacksync syncs Receipts and Shipments, Salesforce Accounts and Contacts, Sales Orders, Work Orders in Rootstock ERP with Purchase Orders, Inventory Items, AR Invoices and Receipts, AR Customers in Sage 300 bi-directionally and in real time, with field-level mapping across the two data models and conflict rules you define. A record changed in either system is reflected in the other within seconds, not at the next interface run.

Common use cases

  • 01 Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
  • 02 Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.
  • 03 Keep inventory items and quantities aligned with e-commerce and warehouse systems on a schedule.
  • 04 Sync AR customers, invoices, and balances into a CRM for multi-currency account visibility.

Common sync patterns

Shared master data

Where both systems keep records of the same customers, suppliers, or organizations, a correction in either updates the other.

Split by function

Where one system is the people or finance suite and the other runs operations, the records both sides depend on, such as organizations, cost centers, and reference data, stay in agreement.

Two-tier roll-up

Where subsidiaries run one system and headquarters runs the other, shared records and transactions flow up continuously, so consolidation starts from live data.

What you can sync between Rootstock ERP 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.

Rootstock ERP objects Sage 300 objects How this pairing syncs
Purchase Orders Procurement documents synced with supplier portals and AP systems. Purchase Orders Procurement documents read for spend visibility and receiving. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems. GL Accounts Chart of accounts read for transaction mapping across integrations. Receipts and Shipments is specific to Rootstock ERP and GL Accounts to Sage 300 — each maps to any object or custom field on the other side.
Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. Journal Batches GL entries staged in batches that must be posted; a common write target for external systems. Salesforce Accounts and Contacts is specific to Rootstock ERP and Journal Batches to Sage 300 — each maps to any object or custom field on the other side.
Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. Order Entry Orders Sales orders written from e-commerce or EDI feeds. Sales Orders is specific to Rootstock ERP and Order Entry Orders to Sage 300 — each maps to any object or custom field on the other side.
Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. Inventory Items Item master with costing and quantities, synced to storefronts and WMS. Work Orders is specific to Rootstock ERP and Inventory Items to Sage 300 — each maps to any object or custom field on the other side.
Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems. AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. Items / Products is specific to Rootstock ERP and AR Invoices and Receipts to Sage 300 — each maps to any object or custom field on the other side.

How changes propagate between Rootstock ERP 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.

Rootstock ERP Sage 300 Sub-second propagation

DetectionChanges in Rootstock ERP are captured at the source via change data capture — no polling loop against its API. Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply).

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

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

Rate-limit considerations

  • Rootstock ERP: Consumes the Salesforce org's daily API request allocation, shared with other integrations.
What ships with Rootstock ERP ⇄ Sage 300

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rootstock ERP 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 Rootstock ERP or Sage 300 record.

Observability

Monitoring

Track your Rootstock ERP ⇄ 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 Rootstock ERP and Sage 300.

How the Rootstock ERP and Sage 300 connectors work

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations

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

    Choose tables

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

Rootstock ERP 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 411 integrations available for Rootstock ERP and Sage 300.

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