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Business productivity ⇄ ERP

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

Keep Klaviyo 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 Klaviyo and Sage 300

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

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Klaviyo 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Templates, Catalog Items, Tags, Profiles in Klaviyo with Inventory Items, AR Invoices and Receipts, AR Customers, AP Vendors 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

  • Keep suppression and consent status consistent between Klaviyo and other email or SMS tools
  • Sync catalog items from an ERP or PIM so product recommendations and back-in-stock flows use current data
  • Sync AR customers, invoices, and balances into a CRM for multi-currency account visibility.
  • Write web and EDI orders into Order Entry and return order status to the source channel.

Master data corrections travel

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

Where Klaviyo faces customers and Sage 300 carries account records

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

Where Klaviyo collects payments: transactions post through

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

What you can sync between Klaviyo 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.

Klaviyo objects Sage 300 objects
Campaigns Email and SMS sends expose performance data for warehouse-based reporting. AP Vendors Payables vendor master synced with procurement and payment systems.
Flows Automation definitions and their engagement data sync outward for attribution. GL Accounts Chart of accounts read for transaction mapping across integrations.
Templates Message templates are accessible via API for content management workflows. Journal Batches GL entries staged in batches that must be posted; a common write target for external systems.
Catalog Items Product catalog records synced from an ERP or PIM power product blocks and back-in-stock triggers. Order Entry Orders Sales orders written from e-commerce or EDI feeds.
Tags Organizational labels on campaigns, flows, and lists support reporting rollups. Purchase Orders Procurement documents read for spend visibility and receiving.
Profiles Person records with arbitrary custom properties are the target for CRM and warehouse-sourced attributes. Inventory Items Item master with costing and quantities, synced to storefronts and WMS.
What ships with Klaviyo ⇄ Sage 300

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Klaviyo 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 Klaviyo or Sage 300 record.

Observability

Monitoring

Track your Klaviyo ⇄ 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 Klaviyo and Sage 300.

How the Klaviyo and Sage 300 connectors work

Klaviyo

Integration surface
REST API compliant with the JSON:API specification
Authentication
OAuth 2.0 for apps or private API keys
Change detection
Polling on updated timestamps; outbound webhooks exist for event topics (availability depends on plan or app-partner status) and as flow webhook actions
Capabilities
read · write · webhooks
Rate limits
Per-endpoint burst and steady rate limits apply

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

    Choose tables

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

Klaviyo 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 Klaviyo and Sage 300.

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