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ERP ⇄ Marketing

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

Keep Sage 300 and Salesforce Marketing Cloud 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 Sage 300 and Salesforce Marketing Cloud

Feed the real customer, order, and revenue records from Sage 300 into Salesforce Marketing Cloud 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: Order Entry Orders, Purchase Orders, Inventory Items, AR Invoices and Receipts 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 Order Entry Orders, Purchase Orders, Inventory Items, AR Invoices and Receipts in Sage 300 with Transactional Sends, Data Extensions, Contacts / Subscribers, Journeys (Journey Builder) in Salesforce Marketing Cloud 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 Salesforce Marketing Cloud 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 Salesforce Marketing Cloud 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 Replicate GL, AR, and AP detail to a warehouse for consolidated multi-company reporting.
  • 02 Keep inventory items and quantities aligned with e-commerce and warehouse systems on a schedule.
  • 03 Land tracking events - Sent, Open, Click, Bounce, Unsubscribe - from the SOAP tracking objects or Automation Studio Data Views into a warehouse table for per-send deliverability reporting.
  • 04 Sync Contacts and Subscriber Key subscription status between Marketing Cloud and a CRM so suppression and opt-in state stay current before the next send.

Common sync patterns

Purchase history drives segmentation

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

Suppress or target existing customers

Because Sage 300 knows who is already a paying customer, Salesforce Marketing Cloud can exclude them from acquisition campaigns or single them out for renewal and cross-sell.

One customer identity across both systems

A person or company's contact details corrected in either system update the other, so marketing and the back office stop maintaining separate versions of the same record.

What you can sync between Sage 300 and Salesforce Marketing Cloud

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 Marketing Cloud objects How this pairing syncs
GL Accounts Chart of accounts read for transaction mapping across integrations. Tracking Events Sent, Open, Click, Bounce, Unsubscribe, and NotSent events retrieved through the SOAP tracking objects (SentEvent, OpenEvent, ClickEvent, BounceEvent) or the Automation Studio Data Views (_Sent, _Open, _Click, _Bounce) - the queryable record of engagement per send. GL Accounts is specific to Sage 300 and Tracking Events to Salesforce Marketing Cloud — each maps to any object or custom field on the other side.
Journal Batches GL entries staged in batches that must be posted; a common write target for external systems. Transactional Sends Triggered and transactional Email/SMS delivered through the Messaging API (/messaging/v1/email/messages/{key}); the Event Notification Service reports each message's disposition (delivered, bounced, opened, clicked). Journal Batches is specific to Sage 300 and Transactional Sends to Salesforce Marketing Cloud — each maps to any object or custom field on the other side.
Order Entry Orders Sales orders written from e-commerce or EDI feeds. Data Extensions Custom relational tables that store subscriber, audience, and arbitrary business data; rows are read via GET /data/v1/customobjectdata or SOAP Retrieve and upserted via the synchronous rowset PUT or the async /data/v1/async/dataextensions rows endpoint. This is the primary two-way surface. Order Entry Orders is specific to Sage 300 and Data Extensions to Salesforce Marketing Cloud — each maps to any object or custom field on the other side.
Purchase Orders Procurement documents read for spend visibility and receiving. Contacts / Subscribers The contact model keyed by Subscriber Key, holding channel addresses and subscription status; managed through the Contacts API (/contacts/v1/contacts) and the SOAP Subscriber object, and referenced by every send and journey. Purchase Orders is specific to Sage 300 and Contacts / Subscribers to Salesforce Marketing Cloud — each maps to any object or custom field on the other side.
Inventory Items Item master with costing and quantities, synced to storefronts and WMS. Journeys (Journey Builder) Multi-step automated flows read and managed via /interaction/v1/interactions; contacts are injected by firing an entry event to /interaction/v1/events with an EventDefinitionKey and contact data. Inventory Items is specific to Sage 300 and Journeys (Journey Builder) to Salesforce Marketing Cloud — each maps to any object or custom field on the other side.
AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. Content Assets (Content Builder) Emails, templates, images, and reusable content blocks stored in Content Builder and read or written via /asset/v1/content/assets, used to compose the messages a journey or send delivers. AR Invoices and Receipts is specific to Sage 300 and Content Assets (Content Builder) to Salesforce Marketing Cloud — each maps to any object or custom field on the other side.

How changes propagate between Sage 300 and Salesforce Marketing Cloud

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 300 Salesforce Marketing Cloud 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 Salesforce Marketing Cloud through its API, with automatic retries and rate-limit backoff.

Salesforce Marketing Cloud Sage 300 Sub-second propagation

DetectionSalesforce Marketing Cloud notifies Stacksync of record changes through webhook events. The Event Notification Service (ENS) issues HTTPS POST callbacks for transactional Email and SMS events (sent, bounce, open, click) once a callback.

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

Rate-limit considerations

  • Salesforce Marketing Cloud: Salesforce does not publish fixed numeric REST rate limits; requests are throttled per account and can return HTTP 429, so backoff is advised. SOAP Retrieve returns at most 2,500 records per call and pages via ContinueRequest with the prior RequestID. Bulk Data Extension writes use the async rows API to queue inserts in the background.
What ships with Sage 300 ⇄ Salesforce Marketing Cloud

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

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

Real-time

Two-way sync

Changes in Sage 300 or Salesforce Marketing Cloud 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 Marketing Cloud 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 Marketing Cloud record.

Observability

Monitoring

Track your Sage 300 ⇄ Salesforce Marketing Cloud 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 Marketing Cloud.

How the Sage 300 and Salesforce Marketing Cloud 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 Marketing Cloud

Integration surface
Two APIs on tenant-specific endpoints: a REST API (JSON over HTTPS) for Data Extensions, Journeys, Contacts, Content Builder, and Automations, plus a legacy SOAP API (ExactTarget WSDL) for tracking events and bulk Retrieve.
Authentication
OAuth 2.0 via an Installed Package (Client ID + Client Secret). Server-to-server uses the client_credentials grant and web apps use authorization_code, both against {subdomain}.auth.marketingcloudapis.com/v2/token. The 20-minute access token response also returns the account's rest_instance_url and soap_instance_url.
Change detection
The Event Notification Service (ENS) issues HTTPS POST callbacks for transactional Email and SMS events (sent, bounce, open, click) once a callback URL and subscription are registered and verified. There is no general data-change feed, so Data Extension and Data View syncs poll by date fields.
Capabilities
read · write · webhooks
Rate limits
Salesforce does not publish fixed numeric REST rate limits; requests are throttled per account and can return HTTP 429, so backoff is advised. SOAP Retrieve returns at most 2,500 records per call and pages via ContinueRequest with the prior RequestID. Bulk Data Extension writes use the async rows API to queue inserts in the background.
How it works

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

    Choose tables

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

Sage 300 and Salesforce Marketing Cloud 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.

Learn more about security
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:

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 469 integrations available for Sage 300 and Salesforce Marketing Cloud.

Popular · 7 of 469
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