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Business productivity ⇄ ERP

Customer.io to Sage 300 integration — real-time, two-way sync

Keep Customer.io 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 Fivetran
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Migrated from Celigo
Why teams connect Customer.io and Sage 300

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

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Objects, Events, Segments, Campaigns in Customer.io with Purchase Orders, Inventory Items, AR Invoices and Receipts, AR Customers 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

  • Sync account-level objects and their person relationships for B2B messaging keyed to company attributes.
  • Sync product usage and billing attributes from Postgres onto Customer.io people so lifecycle campaigns trigger on real product behavior.
  • 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.

Where Sage 300 is the HR or people system of record

Worker and organization data from Sage 300 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 300 carries account records

Order, invoice, or account status from Sage 300 appears alongside the customer in Customer.io, so front-line teams answer from live data.

What you can sync between Customer.io 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.

Customer.io objects Sage 300 objects
Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate. AP Vendors Payables vendor master synced with procurement and payment systems.
Campaigns Automated workflows whose membership and metrics can be read via the App API. GL Accounts Chart of accounts read for transaction mapping across integrations.
Broadcasts One-off sends to segments or audiences, triggerable via API. Journal Batches GL entries staged in batches that must be posted; a common write target for external systems.
Deliveries / Messages Per-recipient message records whose lifecycle events flow out through reporting webhooks. Order Entry Orders Sales orders written from e-commerce or EDI feeds.
Newsletters Recurring email sends with performance metrics available for reporting syncs. Purchase Orders Procurement documents read for spend visibility and receiving.
People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs. Inventory Items Item master with costing and quantities, synced to storefronts and WMS.
What ships with Customer.io ⇄ Sage 300

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

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

Real-time

Two-way sync

Changes in Customer.io or Sage 300 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 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 Customer.io or Sage 300 record.

Observability

Monitoring

Track your Customer.io ⇄ 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 Customer.io and Sage 300.

How the Customer.io and Sage 300 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 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 Customer.io 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 Customer.io 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
    Customer.io connected
    Sage 300 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Customer.io 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.

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 300.

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