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ERP ⇄ CRM

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

Keep Sage 100 and Vitally 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 Sage 100 and Vitally

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

Vitally 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 Conversation, NPS Response, Custom Trait, Account in Vitally with Inventory Items, Sales Orders, AR Invoices, Purchase Orders 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

  • 01 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
  • 02 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
  • 03 Push e-commerce and EDI orders into the Sales Order module instead of rekeying them.
  • 04 Publish item, pricing, and on-hand inventory to online catalogs on a schedule.

Common sync patterns

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 Vitally, 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 Vitally aligned

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

What you can sync between Sage 100 and Vitally

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.

Sage 100 objects Vitally objects How this pairing syncs
Customers AR customer master records synced to CRMs for account and credit visibility. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Customers is specific to Sage 100 and Account to Vitally — each maps to any object or custom field on the other side.
Vendors AP vendor master records synced with procurement and payment tools. User End users tied to accounts, including activity and custom traits. Vendors is specific to Sage 100 and User to Vitally — each maps to any object or custom field on the other side.
Inventory Items Item master with pricing and quantities, synced to e-commerce catalogs. Organization Parent organizations for hierarchical B2B account structures. Inventory Items is specific to Sage 100 and Organization to Vitally — each maps to any object or custom field on the other side.
Sales Orders Order headers and lines, the usual write target for web and EDI orders. Task CS tasks and follow-ups, readable and writable for workflow sync. Sales Orders is specific to Sage 100 and Task to Vitally — each maps to any object or custom field on the other side.
AR Invoices Billing documents synced outward for payment status and revenue reporting. Note Account and user notes captured by success teams. AR Invoices is specific to Sage 100 and Note to Vitally — each maps to any object or custom field on the other side.
Purchase Orders Procurement documents read for spend and receiving workflows. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Purchase Orders is specific to Sage 100 and Conversation to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Sage 100 and Vitally

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.

Sage 100 Vitally Interval-based propagation

DetectionStacksync polls Sage 100 for changes on an incremental schedule, reading only records changed since the previous pass. Scheduled polling.

DeliveryEach detected change is written to Vitally through its API, with automatic retries and rate-limit backoff.

Vitally Sage 100 Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

DeliveryEach detected change is applied to Sage 100 as a row-level write, with types converted between the two schemas.

Rate-limit considerations

  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Sage 100 ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Sage 100 or Vitally 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 Sage 100 or Vitally record.

Observability

Monitoring

Track your Sage 100 ⇄ Vitally sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Sage 100 and Vitally.

How the Sage 100 and Vitally connectors work

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

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

How to connect Sage 100 to Vitally — 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 Sage 100 and Vitally 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
    Sage 100 connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Sage 100 and Vitally 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
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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 390 integrations available for Sage 100 and Vitally.

Popular · 8 of 390
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