Skip to content
Business productivity ⇄ ERP

Customer.io to Sage 100 integration — real-time, two-way sync

Keep Customer.io and Sage 100 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 Customer.io and Sage 100

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Customer.io and Sage 100.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Customer.io 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Newsletters, People, Objects, Events in Customer.io with AR Invoices, Purchase Orders, GL Accounts, Journal Entries in Sage 100 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

  • Sync product usage and billing attributes from Postgres onto Customer.io people so lifecycle campaigns trigger on real product behavior.
  • Push CRM segments and lead status into Customer.io so messaging respects sales stage.
  • Push e-commerce and EDI orders into the Sales Order module instead of rekeying them.
  • Publish item, pricing, and on-hand inventory to online catalogs on a schedule.

Where Sage 100 is the HR or people system of record

Worker and organization data from Sage 100 stays current in Customer.io, 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.

Where Customer.io faces customers and Sage 100 carries account records

Order, invoice, or account status from Sage 100 appears alongside the customer in Customer.io, so front-line teams answer from live data.

What you can sync between Customer.io and Sage 100

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.

Customer.io objects Sage 100 objects
Newsletters Recurring email sends with performance metrics available for reporting syncs. Journal Entries Posted GL activity replicated to warehouses for FP&A.
People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs. Customers AR customer master records synced to CRMs for account and credit visibility.
Objects Non-person entities such as accounts or companies, related to people for account-level messaging. Vendors AP vendor master records synced with procurement and payment tools.
Events Behavioral events sent via the Track API that trigger campaigns. Inventory Items Item master with pricing and quantities, synced to e-commerce catalogs.
Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate. Sales Orders Order headers and lines, the usual write target for web and EDI orders.
Campaigns Automated workflows whose membership and metrics can be read via the App API. AR Invoices Billing documents synced outward for payment status and revenue reporting.
What ships with Customer.io ⇄ Sage 100

Connect Customer.io and Sage 100 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Customer.io–Sage 100 connection.

Real-time

Two-way sync

Changes in Customer.io or Sage 100 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Customer.io or Sage 100 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 Customer.io or Sage 100 record.

Observability

Monitoring

Track your Customer.io ⇄ Sage 100 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Customer.io and Sage 100.

How the Customer.io and Sage 100 connectors work

Customer.io

Integration surface
REST APIs split by purpose: Track API for data ingestion, App API for campaigns, people lookups, and messages
Authentication
Basic auth with site ID and API key for the Track API; bearer token for the App API
Change detection
Reporting webhooks push message and delivery events; person attribute changes are not streamed and require source-side detection
Capabilities
read · write · webhooks
Rate limits
Subject to per-API rate limits documented by Customer.io

Sage 100

Integration surface
ODBC (ProvideX driver) for reads; Business Object Interface (BOI) or Sage-provided web services for writes
Authentication
Sage 100 company and user credentials; ODBC DSN credentials for direct reads
Change detection
Scheduled polling; no webhooks or change log on the integration surface
Capabilities
read · write
How it works

How to connect Customer.io to Sage 100 — 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 Customer.io and Sage 100 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
    Customer.io connected
    Sage 100 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Customer.io and Sage 100 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 · Customer.io ⇄ Sage 100
    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
    Customer.io Sage 100
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Customer.io and Sage 100 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 Customer.io and Sage 100.

Popular · 8 of 386
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.