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ERP ⇄ CRM

Sage 300 to ZoomInfo integration — real-time data sync

Keep Sage 300 and ZoomInfo 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
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Migrated from Celigo
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 ZoomInfo

Flow ZoomInfo data into Sage 300 in real time — no exports, no schedulers, no custom scripts.

ZoomInfo is a read-only source: Stacksync reads its data in real time and delivers it into Sage 300, so Sage 300 always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.

ZoomInfo 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.

Common use cases

  • Align CRM account hierarchies with ZoomInfo's corporate hierarchy data.
  • Enrich CRM accounts and contacts on a schedule so firmographics, titles, and phone numbers stay current.
  • Sync AR customers, invoices, and balances into a CRM for multi-currency account visibility.
  • Write web and EDI orders into Order Entry and return order status to the source channel.

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

A deal won in ZoomInfo 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 ZoomInfo, 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.

What you can sync between Sage 300 and ZoomInfo

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 ZoomInfo objects
Inventory Items Item master with costing and quantities, synced to storefronts and WMS. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies.
AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts.
AR Customers Receivables customer master synced to CRMs and billing tools. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts.
AP Vendors Payables vendor master synced with procurement and payment systems. Intent Signals Company-level topic scores indicating in-market buying behavior.
GL Accounts Chart of accounts read for transaction mapping across integrations. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects.
Journal Batches GL entries staged in batches that must be posted; a common write target for external systems. Technographics Technology install data per company, used for segmentation and territory planning.
What ships with Sage 300 ⇄ ZoomInfo

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Sage 300 or ZoomInfo 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 ZoomInfo record.

Observability

Monitoring

Track your Sage 300 ⇄ ZoomInfo 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 ZoomInfo.

How the Sage 300 and ZoomInfo 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

ZoomInfo

Integration surface
REST API organized around search and enrich endpoints
Authentication
API credentials exchanged for a short-lived JWT
Change detection
Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream
Capabilities
read
Rate limits
Usage is metered by credits and contract-based limits rather than a single public rate limit.
How it works

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

    Choose tables

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

Sage 300 and ZoomInfo 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 ZoomInfo.

Popular · 8 of 386
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