Real-time
Two-way sync
Changes in Sage X3 or Streak CRM instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ CRM
Sage X3 to Streak CRM integration — real-time, two-way sync
Keep Sage X3 and Streak CRM 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
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Sage X3 and Streak CRM
Close the gap between front office and back office: Streak CRM and Sage X3 share customers and status in real time, in both directions.
Streak CRM holds the customer relationship; Sage X3 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 Contacts, Organizations, Tasks, Email threads in Streak CRM with Bills of Material, GL Journals, Deliveries, Business Partners (Customers and Suppliers) in Sage X3 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 Push deals and contacts into a warehouse to report on pipeline alongside product and billing data
- 02 Hand off closed-won boxes to billing or fulfillment systems and sync status back into the pipeline
- 03 Push orders from e-commerce or EDI channels into X3 sales orders and return delivery status.
- 04 Publish per-site stock levels to storefronts and a WMS on a schedule.
Common sync patterns
Where Sage X3 handles order-to-cash: closed-won flows through
A deal won in Streak CRM creates or updates the customer in Sage X3 with clean data, so fulfillment and invoicing start without re-entry.
Where Sage X3 is the finance system of record: money status on the account
Invoice and payment state from Sage X3 shows on the account in Streak CRM, 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 X3 and Streak CRM
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 X3 objects | Streak CRM objects | How this pairing syncs | |
|---|---|---|---|
| Bills of Material Product structures read for planning and costing. | Boxes The core record (a deal, hire, or project) tracked through pipeline stages. | Bills of Material is specific to Sage X3 and Boxes to Streak CRM — each maps to any object or custom field on the other side. | |
| GL Journals Financial entries replicated to warehouses for group reporting. | Stages Pipeline steps whose transitions are the usual trigger for downstream syncs. | GL Journals is specific to Sage X3 and Stages to Streak CRM — each maps to any object or custom field on the other side. | |
| Deliveries Shipment documents synced to logistics providers and customer portals. | Contacts People linked to boxes, synced with marketing and support tools. | Deliveries is specific to Sage X3 and Contacts to Streak CRM — each maps to any object or custom field on the other side. | |
| Business Partners (Customers and Suppliers) Shared partner master synced with CRMs and procurement systems. | Organizations Company records associated with contacts and boxes. | Business Partners (Customers and Suppliers) is specific to Sage X3 and Organizations to Streak CRM — each maps to any object or custom field on the other side. | |
| Products Item master with units, costing, and site data, synced to commerce and PLM tools. | Tasks To-dos attached to boxes for follow-up tracking. | Products is specific to Sage X3 and Tasks to Streak CRM — each maps to any object or custom field on the other side. | |
| Sales Orders Order documents written from external channels and read for fulfillment status. | Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox. | Sales Orders is specific to Sage X3 and Email threads to Streak CRM — each maps to any object or custom field on the other side. |
How changes propagate between Sage X3 and Streak CRM
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 X3 Streak CRM Interval-based propagation
DetectionStacksync polls Sage X3 for changes on an incremental schedule, reading only records changed since the previous pass. Scheduled polling.
DeliveryEach detected change is written to Streak CRM through its API, with automatic retries and rate-limit backoff.
Streak CRM Sage X3 Interval-based propagation
DetectionStacksync polls Streak CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling against pipeline, box, and contact endpoints.
DeliveryEach detected change is applied to Sage X3 as a row-level write, with types converted between the two schemas.
Rate-limit considerations
- Streak CRM: Subject to the platform's API rate limits; quotas are not prominently published.
What ships with Sage X3 ⇄ Streak CRM
Connect Sage X3 and Streak CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Sage X3–Streak CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Sage X3 or Streak CRM 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 X3 or Streak CRM record.
Observability
Monitoring
Track your Sage X3 ⇄ Streak CRM sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Sage X3 and Streak CRM.
How the Sage X3 and Streak CRM connectors work
Sage X3
- Integration surface
- SOAP and REST web services published from X3 business objects; direct SQL access to the underlying database on-prem
- Authentication
- Dedicated web-service user credentials (Basic auth) against configured connection pools
- Change detection
- Scheduled polling; no general webhook surface on the classic web services layer
- Capabilities
- read · write
Streak CRM
- Integration surface
- REST API
- Authentication
- API key issued per user
- Change detection
- Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits; quotas are not prominently published
How it works
How to connect Sage X3 to Streak CRM — 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 X3 and Streak CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Sage X3
connected
Streak CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Sage X3 and Streak CRM 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 X3 ⇄ Streak CRMCustomers 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 X3 Streak CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Sage X3 and Streak CRM integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Sage X3 and Streak CRM: authenticate both systems, choose the objects to sync (such as Sage X3's Bills of Material and GL Journals), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Streak CRM: Streak runs inside Gmail as an extension, so its boxes link directly to email threads rather than to a standalone activity log. Sage X3: X3 runs on Oracle or SQL Server, so read-only SQL access to the underlying database is a common on-prem pattern for analytics extraction. Stacksync's field mapping accounts for these differences between Sage X3 and Streak CRM without custom code.
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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 X3 and Streak CRM records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Sage X3 and Streak CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Sage X3–Streak CRM integration in-house.
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Yes — Stacksync ships production-grade connectors for both Sage X3 and Streak CRM. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Sage X3: Scheduled polling; no general webhook surface on the classic web services layer. On Streak CRM: Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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
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
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