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CRM ⇄ ERP

Close to Sage X3 integration — real-time, two-way sync

Keep Close and Sage X3 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 X3

Close the gap between front office and back office: Close and Sage X3 share customers and status in real time, in both directions.

Close 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 Leads, Contacts, Opportunities, Activities in Close with Business Partners (Customers and Suppliers), Products, Sales Orders, Purchase Orders 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

  • 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 journals and sales history to a warehouse for multi-company, multi-legislation reporting.
  • Feed work order and BOM data to MES or planning tools on the shop floor.

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 Close aligned

Owners, territories, and org structure informed by Sage X3 stay current in Close.

Where Sage X3 handles order-to-cash: closed-won flows through

A deal won in Close creates or updates the customer in Sage X3 with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Close and Sage X3

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 X3 objects
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Work Orders Production orders read by MES and scheduling integrations.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Stock / Inventory by site On-hand and allocated quantities per site, synced to storefronts and WMS.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Bills of Material Product structures read for planning and costing.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. GL Journals Financial entries replicated to warehouses for group reporting.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Deliveries Shipment documents synced to logistics providers and customer portals.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Business Partners (Customers and Suppliers) Shared partner master synced with CRMs and procurement systems.
What ships with Close ⇄ Sage X3

Connect Close and Sage X3 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Close–Sage X3 connection.

Real-time

Two-way sync

Changes in Close or Sage X3 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Sage X3 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 X3 record.

Observability

Monitoring

Track your Close ⇄ Sage X3 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 X3.

How the Close and Sage X3 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 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
How it works

How to connect Close to Sage X3 — 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 X3 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 X3 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Close and Sage X3 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 X3
    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 X3
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Close and Sage X3 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 X3.

Popular · 8 of 386
All Close integrations All Sage X3 integrations Browse all integrations
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