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ERP ⇄ CRM

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

Keep Sage 300 and Salesforce 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 Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Sage 300 and Salesforce

Close the gap between front office and back office: Salesforce and Sage 300 share customers and status in real time, in both directions.

Salesforce holds the customer relationship; Sage 300 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 Products and Price Books, Custom Objects, Accounts, Contacts in Salesforce with AR Invoices and Receipts, AR Customers, AP Vendors, GL Accounts in Sage 300 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

  • Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.
  • Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.
  • Replicate GL, AR, and AP detail to a warehouse for consolidated multi-company reporting.
  • Keep inventory items and quantities aligned with e-commerce and warehouse systems on a schedule.

Where Sage 300 manages people and org data: keep Salesforce aligned

Owners, territories, and org structure informed by Sage 300 stay current in Salesforce.

Where Sage 300 handles order-to-cash: closed-won flows through

A deal won in Salesforce creates or updates the customer in Sage 300 with clean data, so fulfillment and invoicing start without re-entry.

Where Sage 300 is the finance system of record: money status on the account

Invoice and payment state from Sage 300 shows on the account in Salesforce, so reps see balances before promising the next order.

What you can sync between Sage 300 and Salesforce

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 300 objects Salesforce objects
Journal Batches GL entries staged in batches that must be posted; a common write target for external systems. Cases Support records; synced with help desk tools or internal databases for escalation workflows.
Order Entry Orders Sales orders written from e-commerce or EDI feeds. Campaigns Marketing membership data; read out for attribution analysis in the warehouse.
Purchase Orders Procurement documents read for spend visibility and receiving. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting.
Inventory Items Item master with costing and quantities, synced to storefronts and WMS. Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce.
AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated.
AR Customers Receivables customer master synced to CRMs and billing tools. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP.
What ships with Sage 300 ⇄ Salesforce

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Sage 300 or Salesforce 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 300 or Salesforce record.

Observability

Monitoring

Track your Sage 300 ⇄ Salesforce sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Sage 300 and Salesforce.

How the Sage 300 and Salesforce connectors work

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

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

How to connect Sage 300 to Salesforce — 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 300 and Salesforce 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 300 connected
    Salesforce connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Sage 300 and Salesforce 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.

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 386 integrations available for Sage 300 and Salesforce.

Popular · 8 of 386
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