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CRM ⇄ ERP

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

Keep Close and Sage 300 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

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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 Close and Sage 300

Close the gap between front office and back office: Close and Sage 300 share customers and status in real time, in both directions.

Close 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 Users, Smart Views, Leads, Contacts in Close with Purchase Orders, Inventory Items, AR Invoices and Receipts, AR Customers 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

  • Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.
  • Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • Replicate GL, AR, and AP detail to a warehouse for consolidated multi-company reporting.
  • Keep inventory items and quantities aligned with e-commerce and warehouse systems on a schedule.

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 Close aligned

Owners, territories, and org structure informed by Sage 300 stay current in Close.

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

A deal won in Close creates or updates the customer in Sage 300 with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Close and Sage 300

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.

Close objects Sage 300 objects
Users Sales reps referenced as owners on leads, opportunities, and activities. AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. AR Customers Receivables customer master synced to CRMs and billing tools.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. AP Vendors Payables vendor master synced with procurement and payment systems.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. GL Accounts Chart of accounts read for transaction mapping across integrations.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Journal Batches GL entries staged in batches that must be posted; a common write target for external systems.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Order Entry Orders Sales orders written from e-commerce or EDI feeds.
What ships with Close ⇄ Sage 300

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Sage 300 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 Close or Sage 300 record.

Observability

Monitoring

Track your Close ⇄ Sage 300 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Close and Sage 300.

How the Close and Sage 300 connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

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
How it works

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

    Choose tables

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

Close and Sage 300 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Close and Sage 300.

Popular · 8 of 386
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