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Business productivity ⇄ ERP

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

Keep ConnectWise 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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Why teams connect ConnectWise and Sage 300

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between ConnectWise and Sage 300.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. ConnectWise is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Projects, Time Entries, Invoices, Configurations in ConnectWise with GL Accounts, Journal Batches, Order Entry Orders, Purchase Orders in Sage 300 bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
  • Reconcile ConnectWise invoices and agreements against the accounting system to catch billing gaps.
  • Write web and EDI orders into Order Entry and return order status to the source channel.
  • Replicate GL, AR, and AP detail to a warehouse for consolidated multi-company reporting.

Where ConnectWise collects payments: transactions post through

Payment events sync into Sage 300 as they occur, keeping the enterprise records current without manual entry.

Where Sage 300 is the HR or people system of record

Worker and organization data from Sage 300 stays current in ConnectWise, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

What you can sync between ConnectWise 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.

ConnectWise objects Sage 300 objects
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Purchase Orders Procurement documents read for spend visibility and receiving.
Projects Project and phase records synced for delivery tracking outside the PSA. Inventory Items Item master with costing and quantities, synced to storefronts and WMS.
Time Entries Logged technician time, often exported for payroll and invoicing checks. AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting.
Invoices Billing records reconciled against accounting systems. AR Customers Receivables customer master synced to CRMs and billing tools.
Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. AP Vendors Payables vendor master synced with procurement and payment systems.
Members Internal users and technicians referenced by tickets and time entries. GL Accounts Chart of accounts read for transaction mapping across integrations.
What ships with ConnectWise ⇄ Sage 300

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise 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 ConnectWise or Sage 300 record.

Observability

Monitoring

Track your ConnectWise ⇄ 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 ConnectWise and Sage 300.

How the ConnectWise and Sage 300 connectors work

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration

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 ConnectWise 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 ConnectWise 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
    ConnectWise connected
    Sage 300 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

ConnectWise 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 ConnectWise and Sage 300.

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