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Business productivity ⇄ ERP

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

Keep ConnectWise 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 Fivetran
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Why teams connect ConnectWise and Sage X3

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between ConnectWise and Sage X3.

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Sales Orders, Purchase Orders, Work Orders, Stock / Inventory by site in Sage X3 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

  • Keep configuration (asset) records aligned with an external CMDB or RMM tool.
  • Sync time entries to payroll or BI tools for utilization analysis across technicians.
  • Feed work order and BOM data to MES or planning tools on the shop floor.
  • Sync business partners and products between Sage X3 and a CRM so global sales teams quote from current ERP masters.

Where ConnectWise faces customers and Sage X3 carries account records

Order, invoice, or account status from Sage X3 appears alongside the customer in ConnectWise, so front-line teams answer from live data.

Where ConnectWise collects payments: transactions post through

Payment events sync into Sage X3 as they occur, keeping the enterprise records current without manual entry.

Where Sage X3 is the HR or people system of record

Worker and organization data from Sage X3 stays current in ConnectWise, so the tools people use daily reflect the org as it actually is.

What you can sync between ConnectWise 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.

ConnectWise objects Sage X3 objects
Invoices Billing records reconciled against accounting systems. Deliveries Shipment documents synced to logistics providers and customer portals.
Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. Business Partners (Customers and Suppliers) Shared partner master synced with CRMs and procurement systems.
Members Internal users and technicians referenced by tickets and time entries. Products Item master with units, costing, and site data, synced to commerce and PLM tools.
Activities Sales and service activity records synced for engagement reporting. Sales Orders Order documents written from external channels and read for fulfillment status.
Companies Client and prospect account records that anchor most other PSA data in a sync. Purchase Orders Procurement documents synced with supplier-facing systems.
Contacts People attached to companies, commonly synced against CRM contact records. Work Orders Production orders read by MES and scheduling integrations.
What ships with ConnectWise ⇄ Sage X3

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise 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 ConnectWise or Sage X3 record.

Observability

Monitoring

Track your ConnectWise ⇄ 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 ConnectWise and Sage X3.

How the ConnectWise and Sage X3 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 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 ConnectWise 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 ConnectWise 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
    ConnectWise connected
    Sage X3 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the ConnectWise 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 · ConnectWise ⇄ 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
    ConnectWise Sage X3
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

ConnectWise 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.

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 386 integrations available for ConnectWise and Sage X3.

Popular · 8 of 386
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