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ERP ⇄ Business productivity

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

Keep Sage 300 and Twilio 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 Twilio

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

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Twilio 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Messages, Messaging Services, Calls, Incoming Phone Numbers in Twilio 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 delivery and error statuses back into the system that initiated the send, so failed messages surface where the campaign lives.
  • Mirror Verify outcomes into a user database to gate onboarding steps on completed phone verification.
  • 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 Twilio, 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 Twilio faces customers and Sage 300 carries account records

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

What you can sync between Sage 300 and Twilio

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 Twilio objects
Journal Batches GL entries staged in batches that must be posted; a common write target for external systems. Addresses Synced with incremental and full sync per the Stacksync docs.
Order Entry Orders Sales orders written from e-commerce or EDI feeds. Flows Synced with incremental and full sync per the Stacksync docs.
Purchase Orders Procurement documents read for spend visibility and receiving. Usage Records Aggregated usage and spend data synced into finance systems for cost tracking.
Inventory Items Item master with costing and quantities, synced to storefronts and WMS. Messages SMS, MMS, and WhatsApp messages with delivery status; synced to log outreach in CRMs and databases.
AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. Messaging Services Synced with incremental and full sync per the Stacksync docs.
AR Customers Receivables customer master synced to CRMs and billing tools. Calls Voice call records with duration and outcome, commonly mirrored to support and sales systems.
What ships with Sage 300 ⇄ Twilio

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Sage 300 or Twilio 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 Twilio record.

Observability

Monitoring

Track your Sage 300 ⇄ Twilio 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 Twilio.

How the Sage 300 and Twilio 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

Twilio

Integration surface
REST API (per-product APIs for Messaging, Voice, Conversations, Verify)
Authentication
Account SID + Auth Token (copied from Twilio Console Account Info and entered into the Stacksync Twilio connector)
Change detection
Status callback webhooks per message and call, plus polling of resource lists for backfill
Capabilities
read · write · webhooks
Twilio setup guide
How it works

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

    Choose tables

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

Sage 300 and Twilio 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 Sage 300 and Twilio.

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