Real-time
Two-way sync
Changes in Sage X3 or Vitally instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ CRM
Sage X3 to Vitally integration — real-time, two-way sync
Keep Sage X3 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 X3 and Vitally
Close the gap between front office and back office: Vitally and Sage X3 share customers and status in real time, in both directions.
Vitally 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 Custom Trait, Account, User, Organization in Vitally with Sales Orders, Purchase Orders, Work Orders, Stock / Inventory by site 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 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 Feed work order and BOM data to MES or planning tools on the shop floor.
- 04 Sync business partners and products between Sage X3 and a CRM so global sales teams quote from current ERP masters.
Common sync patterns
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
Where Sage X3 manages people and org data: keep Vitally aligned
Owners, territories, and org structure informed by Sage X3 stay current in Vitally.
Where Sage X3 handles order-to-cash: closed-won flows through
A deal won in Vitally creates or updates the customer in Sage X3 with clean data, so fulfillment and invoicing start without re-entry.
What you can sync between Sage X3 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 X3 objects | Vitally objects | How this pairing syncs | |
|---|---|---|---|
| GL Journals Financial entries replicated to warehouses for group reporting. | NPS Response NPS survey responses for account-health reporting. | GL Journals is specific to Sage X3 and NPS Response to Vitally — each maps to any object or custom field on the other side. | |
| Deliveries Shipment documents synced to logistics providers and customer portals. | Custom Trait Custom account and user traits for segmentation. | Deliveries is specific to Sage X3 and Custom Trait to Vitally — 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. | Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. | Business Partners (Customers and Suppliers) is specific to Sage X3 and Account to Vitally — 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. | User End users tied to accounts, including activity and custom traits. | Products is specific to Sage X3 and User to Vitally — 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. | Organization Parent organizations for hierarchical B2B account structures. | Sales Orders is specific to Sage X3 and Organization to Vitally — each maps to any object or custom field on the other side. | |
| Purchase Orders Procurement documents synced with supplier-facing systems. | Task CS tasks and follow-ups, readable and writable for workflow sync. | Purchase Orders is specific to Sage X3 and Task to Vitally — each maps to any object or custom field on the other side. |
How changes propagate between Sage X3 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 X3 Vitally 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 Vitally through its API, with automatic retries and rate-limit backoff.
Vitally Sage X3 Sub-second propagation
DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.
DeliveryEach detected change is applied to Sage X3 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 X3 ⇄ Vitally
Connect Sage X3 and Vitally for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Sage X3–Vitally connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Sage X3 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 X3 or Vitally record.
Observability
Monitoring
Track your Sage X3 ⇄ 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 X3 and Vitally.
How the Sage X3 and Vitally 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
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 X3 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 X3 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 X3
connected
Vitally
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Sage X3 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 X3 ⇄ 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 X3 VitallyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Sage X3 and Vitally integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Sage X3 and Vitally: authenticate both systems, choose the objects to sync (such as Sage X3's GL Journals and Deliveries), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
On the Vitally side: Custom Trait, Account, User, Organization, plus custom fields where Vitally exposes them. On the Sage X3 side: Sales Orders, Purchase Orders, Work Orders, Stock / Inventory by site. Stacksync auto-detects both schemas and converts types between the two systems.
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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 X3 and Vitally: One customer master; Where Sage X3 manages people and org data: keep Vitally aligned; Where Sage X3 handles order-to-cash: closed-won flows through. Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
-
Sage X3: 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. 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 X3: One X3 instance can run multiple companies, sites, and legislations, and integrations must carry that context (company, site) on each document. Stacksync's field mapping accounts for these differences between Sage X3 and Vitally without custom code.
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 X3 and Vitally.
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Sage X3 ⇄ Outreach -
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Vitally ⇄ Brightpearl -
Vitally ⇄ Cetec ERP -
Vitally ⇄ Cin7 - Vitally ⇄ DEAR Inventory
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