Real-time
Two-way sync
Changes in Sage 300 or Vitally instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ CRM
Sage 300 to Vitally integration — real-time, two-way sync
Keep Sage 300 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
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Sage 300 and Vitally
Close the gap between front office and back office: Vitally and Sage 300 share customers and status in real time, in both directions.
Vitally 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 Custom Trait, Account, User, Organization in Vitally with GL Accounts, Journal Batches, Order Entry Orders, Purchase Orders 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
- 01 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
- 02 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
- 03 Write web and EDI orders into Order Entry and return order status to the source channel.
- 04 Replicate GL, AR, and AP detail to a warehouse for consolidated multi-company reporting.
Common sync patterns
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 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 300 manages people and org data: keep Vitally aligned
Owners, territories, and org structure informed by Sage 300 stay current in Vitally.
What you can sync between Sage 300 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 300 objects | Vitally objects | How this pairing syncs | |
|---|---|---|---|
| Order Entry Orders Sales orders written from e-commerce or EDI feeds. | NPS Response NPS survey responses for account-health reporting. | Order Entry Orders is specific to Sage 300 and NPS Response to Vitally — each maps to any object or custom field on the other side. | |
| Purchase Orders Procurement documents read for spend visibility and receiving. | Custom Trait Custom account and user traits for segmentation. | Purchase Orders is specific to Sage 300 and Custom Trait to Vitally — 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. | Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. | Inventory Items is specific to Sage 300 and Account to Vitally — 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. | User End users tied to accounts, including activity and custom traits. | AR Invoices and Receipts is specific to Sage 300 and User to Vitally — each maps to any object or custom field on the other side. | |
| AR Customers Receivables customer master synced to CRMs and billing tools. | Organization Parent organizations for hierarchical B2B account structures. | AR Customers is specific to Sage 300 and Organization to Vitally — each maps to any object or custom field on the other side. | |
| AP Vendors Payables vendor master synced with procurement and payment systems. | Task CS tasks and follow-ups, readable and writable for workflow sync. | AP Vendors is specific to Sage 300 and Task to Vitally — each maps to any object or custom field on the other side. |
How changes propagate between Sage 300 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 300 Vitally 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 Vitally through its API, with automatic retries and rate-limit backoff.
Vitally Sage 300 Sub-second propagation
DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.
DeliveryEach detected change is applied to Sage 300 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 300 ⇄ Vitally
Connect Sage 300 and Vitally for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Sage 300–Vitally connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Sage 300 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 300 or Vitally record.
Observability
Monitoring
Track your Sage 300 ⇄ 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 300 and Vitally.
How the Sage 300 and Vitally 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
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 300 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.
- 01
Connect your apps
Authenticate Sage 300 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.
Sage 300
connected
Vitally
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Sage 300 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.
objects · Sage 300 ⇄ VitallyCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Sage 300 VitallyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Sage 300 and Vitally integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Sage 300 and Vitally: authenticate both systems, choose the objects to sync (such as Sage 300's Order Entry Orders and Purchase Orders), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
-
Common patterns for Sage 300 and Vitally: Where Sage 300 is the finance system of record: money status on the account; One customer master; Where Sage 300 manages people and org data: keep Vitally aligned. Invoice and payment state from Sage 300 shows on the account in Vitally, so reps see balances before promising the next order.
-
Sage 300: 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. Vitally: 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. Stacksync manages authentication, retries, and rate limits on both sides.
-
Vitally: No native change-data-capture stream; incremental sync relies on updatedAt-sorted cursor pagination. Sage 300: Sage 300 (formerly Accpac) stores each company's data in its own SQL Server database with module-prefixed tables, so direct SQL reads are a common integration path on-prem. Stacksync's field mapping accounts for these differences between Sage 300 and Vitally without custom code.
-
Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Sage 300 and Vitally records are not retained after a sync operation.
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 300 and Vitally.
Popular · 8 of 390
-
Sage 300 ⇄ Nimble -
Sage 300 ⇄ Nutshell -
Sage 300 ⇄ Oracle CX Sales -
Sage 300 ⇄ Outreach -
Vitally ⇄ Acumatica -
Vitally ⇄ SAP S/4HANA -
Vitally ⇄ Odoo -
Vitally ⇄ Blue Yonder WMS
No integrations match .
