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ERP ⇄ Storage

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

Keep Sage 300 and Sharepoint 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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Why teams connect Sage 300 and Sharepoint

Move the documents and data that Sage 300 produces into Sharepoint as files, and let files stored in Sharepoint update the records they belong to in Sage 300, continuously and without exports or manual filing.

Sage 300 runs the business on structured records: AR Invoices and Receipts, AR Customers, AP Vendors, GL Accounts. Sharepoint holds files and the metadata that describes them: List items, Drive items (document libraries), Columns and content types, Permissions and sharing. The two do not share a customer table or an order ledger. What they share is documents. Nearly every record Sage 300 touches produces a file that belongs in storage, whether an invoice, a purchase order, a statement, or a shipping doc, and many files that land in Sharepoint, from signed contracts to vendor bills to receipts, describe a transaction Sage 300 needs to record. Left unconnected, that link is maintained by hand: someone exports a PDF and drags it into a folder, or downloads a file and keys its details into a record.

Stacksync keeps AR Invoices and Receipts, AR Customers, AP Vendors, GL Accounts in Sage 300 and List items, Drive items (document libraries), Columns and content types, Permissions and sharing in Sharepoint in sync, bi-directionally and in real time. A document and its details, the customer, the type, the date, an amount, an order or invoice number, are mapped field by field, so a file arrives in Sharepoint already labeled and filed, and metadata captured against a stored file can create or update the matching record in Sage 300. Changes on either side show up within seconds, with conflict resolution in place of nightly exports and manual filing.

The result is that a transaction and the document that backs it stay together. Finance, operations, and audit teams find the file behind a record without digging through folders, and the record in Sage 300 and the file in Sharepoint never describe two different versions of the same document.

Common use cases

  • 01 Keep inventory items and quantities aligned with e-commerce and warehouse systems on a schedule.
  • 02 Sync AR customers, invoices, and balances into a CRM for multi-currency account visibility.
  • 03 Mirror document-library drive items and their metadata into a store to index files for search and governance, and push generated documents back into the right library.
  • 04 Sync list columns and content types so database fields map onto SharePoint list fields and schema stays aligned as either side changes.

Common sync patterns

Where Sharepoint captures inbound files: details reach the record

A contract, vendor bill, or receipt added to Sharepoint with its details can create or update the matching record in Sage 300, so a document captured outside the finance system still reaches the books.

An archive that stays current

As records change in Sage 300, the corresponding files and metadata in Sharepoint are kept in step, so a stored document reflects the latest version rather than a stale one-time export.

Audit-ready retention

Every transaction's supporting file lives in Sharepoint beside its metadata, giving finance and audit teams a complete, searchable trail tied back to the record in Sage 300.

What you can sync between Sage 300 and Sharepoint

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 Sharepoint objects How this pairing syncs
AR Customers Receivables customer master synced to CRMs and billing tools. Lists Custom lists and libraries via /sites/{id}/lists; create and read lists along with their columns and content types so a target system can mirror or provision list definitions. AR Customers is specific to Sage 300 and Lists to Sharepoint — each maps to any object or custom field on the other side.
AP Vendors Payables vendor master synced with procurement and payment systems. List items Rows in a SharePoint list via /lists/{id}/items with a fields facet of column values; full create, read, update, and delete, synced two-way with database rows. AP Vendors is specific to Sage 300 and List items to Sharepoint — each maps to any object or custom field on the other side.
GL Accounts Chart of accounts read for transaction mapping across integrations. Drive items (document libraries) Files and folders in a library's drive via /drives and /drive/root; upload, download, move, delete, and read per-item metadata, synced two-way with a store. GL Accounts is specific to Sage 300 and Drive items (document libraries) to Sharepoint — 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. Columns and content types Field definitions and content types on a site or list; read the schema and create columns so database fields map cleanly onto SharePoint list fields. Journal Batches is specific to Sage 300 and Columns and content types to Sharepoint — each maps to any object or custom field on the other side.
Order Entry Orders Sales orders written from e-commerce or EDI feeds. Permissions and sharing Role assignments and sharing links on sites, list items, and drive items; read and written to manage access, requiring Sites.Manage.All or Sites.FullControl.All scopes. Order Entry Orders is specific to Sage 300 and Permissions and sharing to Sharepoint — each maps to any object or custom field on the other side.
Purchase Orders Procurement documents read for spend visibility and receiving. Site pages Modern site pages via /sites/{id}/pages; read page content, layout, and metadata for indexing and content governance. Purchase Orders is specific to Sage 300 and Site pages to Sharepoint — each maps to any object or custom field on the other side.

How changes propagate between Sage 300 and Sharepoint

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 Sharepoint 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 Sharepoint through its API, with automatic retries and rate-limit backoff.

Sharepoint Sage 300 Sub-second propagation

DetectionSharepoint notifies Stacksync of record changes through webhook events. Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last.

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

Rate-limit considerations

  • Sharepoint: SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
What ships with Sage 300 ⇄ Sharepoint

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Sage 300 or Sharepoint 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 Sharepoint record.

Observability

Monitoring

Track your Sage 300 ⇄ Sharepoint 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 Sharepoint.

How the Sage 300 and Sharepoint 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

Sharepoint

Integration surface
Microsoft Graph REST API (graph.microsoft.com/v1.0 and beta) covering SharePoint sites, lists, list items, columns, content types, and document-library drives and drive items; plus the classic SharePoint REST API (_api/web) and CSOM. Supports Graph JSON $batch (up to 20 requests per call).
Authentication
OAuth 2.0 via the Microsoft identity platform (Microsoft Entra ID). An app registration holds delegated or application (app-only) scopes such as Sites.Read.All, Sites.ReadWrite.All, Sites.Selected, Sites.Manage.All, or Sites.FullControl.All, plus Files.ReadWrite.All for drive content; application permissions require tenant admin consent.
Change detection
Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last deltaLink; change-notification subscriptions (push webhooks) POST near-real-time notifications for list and drive/root changes to a notification URL and must be renewed before they expire. Classic SharePoint list webhooks are also available.
Capabilities
read · write · webhooks
Rate limits
SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
How it works

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

    Choose tables

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

Sage 300 and Sharepoint 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
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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 500 integrations available for Sage 300 and Sharepoint.

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