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ERP ⇄ Business productivity

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

Keep Sage 300 and Smartsheet 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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  • 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 300 and Smartsheet

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Smartsheet and Sage 300.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Smartsheet is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Columns, Cells, Reports, Attachments in Smartsheet with Inventory Items, AR Invoices and Receipts, AR Customers, AP Vendors in Sage 300 bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • 01 Two-way sync a project-tracker Sheet's Rows with a Postgres table so engineering works in SQL while project managers stay in Smartsheet.
  • 02 Write records from a CRM or ERP into Smartsheet Rows so ops teams manage intake and status in a grid, then push status Cells back to the source.
  • 03 Sync AR customers, invoices, and balances into a CRM for multi-currency account visibility.
  • 04 Write web and EDI orders into Order Entry and return order status to the source channel.

Common sync patterns

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where Smartsheet faces customers and Sage 300 carries account records

Order, invoice, or account status from Sage 300 appears alongside the customer in Smartsheet, so front-line teams answer from live data.

Where Sage 300 is the HR or people system of record

Worker and organization data from Sage 300 stays current in Smartsheet, so the tools people use daily reflect the org as it actually is.

What you can sync between Sage 300 and Smartsheet

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 Smartsheet objects How this pairing syncs
AP Vendors Payables vendor master synced with procurement and payment systems. Sheets The core container; each sheet has typed columns, rows, and a modifiedAt stamp. Stacksync treats a sheet as a table and syncs its rows two-way. AP Vendors is specific to Sage 300 and Sheets to Smartsheet — each maps to any object or custom field on the other side.
GL Accounts Chart of accounts read for transaction mapping across integrations. Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. GL Accounts is specific to Sage 300 and Rows to Smartsheet — 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 Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. Journal Batches is specific to Sage 300 and Columns to Smartsheet — each maps to any object or custom field on the other side.
Order Entry Orders Sales orders written from e-commerce or EDI feeds. Cells Row-by-column values; writes must match the column type and no single cell can exceed 4,000 characters. Order Entry Orders is specific to Sage 300 and Cells to Smartsheet — each maps to any object or custom field on the other side.
Purchase Orders Procurement documents read for spend visibility and receiving. Reports Read-only roll-ups spanning multiple sheets; pulled into a warehouse for cross-sheet reporting, capped at 50,000 rows. Purchase Orders is specific to Sage 300 and Reports to Smartsheet — 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. Attachments Files linked to rows or sheets; posting one carries a 10x rate cost, so bulk file sync is throttled to 30 per minute. Inventory Items is specific to Sage 300 and Attachments to Smartsheet — each maps to any object or custom field on the other side.

How changes propagate between Sage 300 and Smartsheet

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

Smartsheet Sage 300 Sub-second propagation

DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.

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

Rate-limit considerations

  • Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
What ships with Sage 300 ⇄ Smartsheet

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Sage 300 or Smartsheet 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 Smartsheet record.

Observability

Monitoring

Track your Sage 300 ⇄ Smartsheet 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 Smartsheet.

How the Sage 300 and Smartsheet 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

Smartsheet

Integration surface
REST API (v2.0)
Authentication
OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
Change detection
Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
Capabilities
read · write · webhooks
Rate limits
300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
How it works

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

    Choose tables

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

Sage 300 and Smartsheet 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 514 integrations available for Sage 300 and Smartsheet.

Popular · 4 of 514
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