Real-time
Two-way sync
Changes in Sage X3 or Salesforce instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ CRM
Sage X3 to Salesforce integration — real-time, two-way sync
Keep Sage X3 and Salesforce 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 Sage X3 and Salesforce
Close the gap between front office and back office: Salesforce and Sage X3 share customers and status in real time, in both directions.
Salesforce holds the customer relationship; Sage X3 runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.
Stacksync syncs Opportunities, Cases, Campaigns, Tasks and Events in Salesforce with GL Journals, Deliveries, Business Partners (Customers and Suppliers), Products in Sage X3 field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.
- Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.
- Push orders from e-commerce or EDI channels into X3 sales orders and return delivery status.
- Publish per-site stock levels to storefronts and a WMS on a schedule.
Where Sage X3 is the finance system of record: money status on the account
Invoice and payment state from Sage X3 shows on the account in Salesforce, so reps see balances before promising the next order.
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
Where Sage X3 manages people and org data: keep Salesforce aligned
Owners, territories, and org structure informed by Sage X3 stay current in Salesforce.
What you can sync between Sage X3 and Salesforce
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 X3 objects | Salesforce objects | |
|---|---|---|
| Deliveries Shipment documents synced to logistics providers and customer portals. | Cases Support records; synced with help desk tools or internal databases for escalation workflows. | |
| Business Partners (Customers and Suppliers) Shared partner master synced with CRMs and procurement systems. | Campaigns Marketing membership data; read out for attribution analysis in the warehouse. | |
| Products Item master with units, costing, and site data, synced to commerce and PLM tools. | Tasks and Events Activity records; usually read-only in syncs to feed activity reporting. | |
| Sales Orders Order documents written from external channels and read for fulfillment status. | Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce. | |
| Purchase Orders Procurement documents synced with supplier-facing systems. | Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. | |
| Work Orders Production orders read by MES and scheduling integrations. | Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. |
What ships with Sage X3 ⇄ Salesforce
Connect Sage X3 and Salesforce for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Sage X3–Salesforce connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Sage X3 or Salesforce 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 X3 or Salesforce record.
Observability
Monitoring
Track your Sage X3 ⇄ Salesforce sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Sage X3 and Salesforce.
How the Sage X3 and Salesforce connectors work
Sage X3
- Integration surface
- SOAP and REST web services published from X3 business objects; direct SQL access to the underlying database on-prem
- Authentication
- Dedicated web-service user credentials (Basic auth) against configured connection pools
- Change detection
- Scheduled polling; no general webhook surface on the classic web services layer
- Capabilities
- read · write
Salesforce
- Integration surface
- REST, SOAP, and Bulk APIs
- Authentication
- OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
- Change detection
- Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
- Capabilities
- read · write · CDC
- Rate limits
- Daily API request allocations vary by edition and license count.
How it works
How to connect Sage X3 to Salesforce — 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.
- 01
Connect your apps
Authenticate Sage X3 and Salesforce with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Sage X3
connected
Salesforce
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Sage X3 and Salesforce 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.
objects · Sage X3 ⇄ SalesforceCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Sage X3 SalesforceCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Sage X3 and Salesforce integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Sage X3 and Salesforce: authenticate both systems, choose the objects to sync (such as Sage X3's Deliveries and Business Partners (Customers and Suppliers)), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Change detection on Sage X3: Scheduled polling; no general webhook surface on the classic web services layer. On Salesforce: Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting). Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Salesforce side: Opportunities, Cases, Campaigns, Tasks and Events, plus custom fields where Salesforce exposes them. On the Sage X3 side: GL Journals, Deliveries, Business Partners (Customers and Suppliers), Products. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Sage X3 and Salesforce: Where Sage X3 is the finance system of record: money status on the account; One customer master; Where Sage X3 manages people and org data: keep Salesforce aligned. Invoice and payment state from Sage X3 shows on the account in Salesforce, so reps see balances before promising the next order.
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Sage X3: SOAP and REST web services published from X3 business objects; direct SQL access to the underlying database on-prem. Authentication: Dedicated web-service user credentials (Basic auth) against configured connection pools. Salesforce: REST, SOAP, and Bulk APIs. Authentication: OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode. Stacksync manages authentication, retries, and rate limits on both sides.
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 X3 and Salesforce.
Popular · 8 of 386
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Sage X3 ⇄ Kustomer -
Sage X3 ⇄ Nimble -
Sage X3 ⇄ Nutshell -
Sage X3 ⇄ Oracle CX Sales -
Salesforce ⇄ Unleashed Software -
Salesforce ⇄ Visibility ERP -
Salesforce ⇄ NetSuite -
Salesforce ⇄ Dynamics 365 F&O
No integrations match .
