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ERP ⇄ Business productivity

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

Keep Sage 300 and SendGrid 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 Sage 300 and SendGrid

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

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. SendGrid 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 List, Segments, Categories, Senders in SendGrid with AR Customers, AP Vendors, GL Accounts, Journal Batches 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 product-usage attributes from an operational database updated on SendGrid contacts to drive lifecycle segments
  • Reconcile transactional email activity with support tickets so agents see what a customer was sent
  • 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.

Where SendGrid faces customers and Sage 300 carries account records

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

Where SendGrid 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 SendGrid, so the tools people use daily reflect the org as it actually is.

What you can sync between Sage 300 and SendGrid

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.

Sage 300 objects SendGrid objects
Order Entry Orders Sales orders written from e-commerce or EDI feeds. List Synced with incremental and full sync per the Stacksync docs.
Purchase Orders Procurement documents read for spend visibility and receiving. Segments Query-based contact groups whose membership SendGrid computes from contact fields.
Inventory Items Item master with costing and quantities, synced to storefronts and WMS. Categories Synced with incremental and full sync per the Stacksync docs.
AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. Senders Synced with incremental and full sync per the Stacksync docs.
AR Customers Receivables customer master synced to CRMs and billing tools. Single Sends One-off marketing campaigns whose stats are read back for reporting.
AP Vendors Payables vendor master synced with procurement and payment systems. Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs.
What ships with Sage 300 ⇄ SendGrid

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Sage 300 or SendGrid 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 Sage 300 or SendGrid record.

Observability

Monitoring

Track your Sage 300 ⇄ SendGrid sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Sage 300 and SendGrid.

How the Sage 300 and SendGrid connectors work

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

SendGrid

Integration surface
REST API (v3)
Authentication
API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
Change detection
Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes
SendGrid setup guide
How it works

How to connect Sage 300 to SendGrid — 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 Sage 300 and SendGrid 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
    Sage 300 connected
    SendGrid connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Sage 300 and SendGrid 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 Sage 300 and SendGrid.

Popular · 8 of 386
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