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Sage 100 + Salesforce Integration

Clarity Connect™ integrates Sage 100 with Salesforce, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Sage 100 and Salesforce through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Sage 100 and Salesforce.

  • Automatically sync custom fields from Salesforce (e.g., ExternalID_c, custom date fields, picklists) to Sage 100 (UDFs - User Defined Fields) and vice-versa.
  • Visual mapping tools simplify the process of connecting custom fields between systems without coding.
Implementation Timeline

Go live with Sage 100 + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Sage 100 and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Sage 100 + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Automatically sync custom fields from Salesforce (e.g., ExternalID_c, custom date fields, picklists) to Sage 100 (UDFs - User Defined Fields) and vice-versa.
  • Visual mapping tools simplify the process of connecting custom fields between systems without coding.

Robust & Scalable Integration Architecture

The integration leverages a modern iPaaS as the central hub, connecting Sage 100 and Salesforce through a hybrid architecture. This enables secure, real-time data exchange, ensuring high availability, scalability, and robust security across your enterprise applications.

Data Flow Steps

Event-Driven Architecture: Utilize Salesforce Platform Events and CDC, coupled with iPaaS-driven change detection for Sage 100, to achieve real-time data synchronization.

API-First Design: Expose Sage 100 functionality as API-like services via the iPaaS, and consume Salesforce's rich APIs.

Canonical Data Model: Define a standardized data model within the iPaaS to harmonize data structures between Sage 100 and Salesforce.

Publish/Subscribe: For one-to-many data distribution (e.g., inventory updates).

Request/Reply: For synchronous operations (e.g., checking customer credit limit).

Data Touchpoints

iPaaS Platform: Core orchestration engine, visual designer, connectors, mapping, monitoring, error handling, AI services.
Sage 100 ERP: Financial and operational system (on-premise or hosted).
Salesforce CRM: Sales, Service, Marketing, Commerce Cloud (cloud-based).
iPaaS Agent (for On-Prem Sage 100): Secure gateway for connecting cloud iPaaS to on-premise Sage 100 databases/BOI.
Database/API Connectors: Specific connectors for Sage 100 (ODBC, BOI) and Salesforce (REST, Bulk, Platform Events).
Message Queues: Internal to iPaaS for asynchronous processing and buffering.

"A conceptual diagram would show Salesforce (Cloud) and Sage 100 (On-Premise/Cloud) connected via a central iPaaS platform. The iPaaS interacts with Salesforce via its native REST APIs, Platform Events, and CDC. For Sage 100, the iPaaS uses a secure on-premise agent or direct secure connections to leverage BOI and ODBC, abstracting these interfaces into manageable API-like endpoints. Data flows are typically event-driven or near real-time, with batch processes for less critical, high-volume data."

Pricing

Simple, transparent pricing for Sage 100 + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Sage 100

Integrating Sage 100 fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer / Account

Synchronizes core customer master data, ensuring a unified view for sales, service, and finance.

Sage 100 Fields

CustomerNo CustomerName AddressLine1 City State EmailAddress AccountStatus CreditLimit

Salesforce Fields

Name BillingAddress ShippingAddress Phone Website Industry ExternalID_c (Custom)

Mapping Notes

Sage 100 'CustomerNo' should map to Salesforce 'ExternalID_c' for reliable upsert operations. Address fields require careful standardization. CreditLimit from Sage 100 is often synced to a custom field in Salesforce.

Next Steps

See Sage 100 + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Sales Order Automation (Salesforce to Sage 100)

Automate the transfer of 'Closed Won' opportunities or new orders from Salesforce into Sage 100 as SOSalesOrderHeader records, including line-item details (SOSalesOrderDetail) and customer information (AR_Customer). This eliminates manual order entry and accelerates the order-to-cash cycle.

Integration Steps:

  1. 0 Salesforce Opportunity 'Closed Won' or new Order record created.
  2. 1 iPaaS detects the event (via Platform Event/CDC).
  3. 2 Customer details (Account, Contact) are checked/created/updated in Sage 100 (AR_Customer).
  4. 3 Product details (Product2, PricebookEntry) are mapped to Sage 100 CIItem and IMItemWarehouse.
  5. 4 Salesforce OpportunityLineItems or OrderItems are transformed into Sage 100 SO_SalesOrderDetail.
  6. 5 New Sales Order (SO_SalesOrderHeader) is created in Sage 100.
  7. 6 Sage 100 Sales Order number and status are updated back to Salesforce Order/Opportunity.
  8. 7 Inventory levels (IM_ItemWarehouse) are updated in Sage 100 and synced back to Salesforce.

Business Outcome

Reduced order processing time, improved data accuracy, faster revenue recognition, enhanced customer satisfaction.

Frequency

Real-time / Event-driven

Implementation Timeline

Go live with Sage 100 + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Sage 100 and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Sage 100 + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST/PUT/GET /AR/Customer CRUD operations for AR_Customer records, synchronizing with Salesforce Account/Contact.
POST/PUT/GET /SO/SalesOrder Create, update, or retrieve sales orders (SO_SalesOrderHeader/Detail) from Salesforce Opportunity/Order.
GET/PUT /CI/Item Retrieve product information (CI_Item) or update item details from Salesforce Product2.
GET/PUT /IM/ItemWarehouse Retrieve or update item inventory quantities (IM_ItemWarehouse) for real-time stock sync with Salesforce.
POST /AR/CashReceipts Record cash receipts (AR_CashReceipts) from Salesforce payment integrations for financial reconciliation.

⚡ Transformation Logic

  • Customer ID Mapping: Salesforce ExternalID_c <-> Sage 100 CustomerNo.
  • Address Standardization: Parse and format addresses consistently across systems.
  • Product Code Cross-Reference: Map Salesforce ProductCode to Sage 100 ItemCode, potentially using a lookup table for variations.
  • Status Mapping: Salesforce Opportunity.StageName/Order.Status <-> Sage 100 SO_SalesOrderHeader.OrderStatus.
  • Currency Conversion: Handle multi-currency transactions if applicable, ensuring consistent values in Sage 100.
  • Pricing Logic: Apply specific pricing rules from Sage 100 to Salesforce PricebookEntry, or vice-versa.

🛡️ Error Handling

  • Data Validation Failure: (e.g., missing mandatory field in Sage 100 Sales Order). Handled by routing to DLQ and alerting.
  • API Rate Limit Exceeded: (Salesforce). Handled by iPaaS throttling and backoff strategies.
  • System Unavailability: (Sage 100 server down). Handled by automated retries and alerts.
  • Referential Integrity Violation: (e.g., creating a sales order with a non-existent ItemCode in Sage 100). Handled by pre-validation and error routing.
  • Duplicate Record Creation: (e.g., creating a new customer in Sage 100 when one already exists). Handled by ExternalID_c matching and deduplication logic.
Pricing

Simple, transparent pricing for Sage 100 + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What is the best way to integrate Sage 100 with Salesforce?
The most effective and modern approach is to use an iPaaS (Integration Platform as a Service). An iPaaS provides pre-built connectors, robust mapping engines, and orchestration capabilities to seamlessly connect Sage 100's traditional interfaces (BOI, ODBC) with Salesforce's modern APIs, overcoming integration complexities.

Technical FAQs

▸ Does Sage 100 have a native REST API for modern integrations with Salesforce?
While Sage 100 has powerful underlying interfaces like the Business Object Interface (BOI) and ODBC access, it traditionally lacks a comprehensive, native RESTful API. An iPaaS acts as an abstraction layer, wrapping these existing interfaces and exposing them as API-like endpoints for easier, more flexible, and modern connectivity with Salesforce.

Data Management FAQs

▸ How does an iPaaS handle data transformation between Sage 100 and Salesforce?
An iPaaS uses powerful visual mapping engines to transform data fields and structures between Sage 100's specific schema (e.g., AR_Customer) and Salesforce's objects (e.g., Account). It can handle complex data manipulations, validations, lookups, and apply business rules, ensuring data integrity and consistency across both platforms.

Workflow Automation FAQs

▸ Can I automate my Salesforce Opportunity-to-Order process with Sage 100?
Absolutely. By integrating Salesforce with Sage 100 via an iPaaS, you can fully automate the creation of Sage 100 Sales Orders from 'Closed Won' Salesforce Opportunities. This includes synchronizing customer details, line items, pricing, and updating inventory levels, eliminating manual data entry and accelerating your order-to-cash cycle.

Security & Compliance FAQs

▸ How do I ensure data security when integrating Sage 100 with Salesforce?
Security is paramount. Best practices include using dedicated service accounts with minimal permissions in both systems, encrypting all data in transit (TLS 1.2+), storing credentials securely in an iPaaS vault, implementing IP whitelisting, and conducting regular security audits. The iPaaS should provide these security features natively.

AI & Automation FAQs

▸ Is it possible to use AI to enhance my Sage 100 and Salesforce workflows?
Yes, through an AI-augmented iPaaS. AI can be integrated to perform tasks like automated data validation, anomaly detection in financial transactions (Sage 100), intelligent routing of Salesforce cases, and even suggesting optimal data mappings, significantly boosting efficiency and accuracy across both systems.

Data Quality FAQs

▸ How are duplicate customer records handled between Sage 100 and Salesforce?
The integration leverages unique identifiers, such as a custom 'ExternalID_c' field in Salesforce mapped to Sage 100's 'CustomerNo'. The iPaaS applies intelligent deduplication logic and configurable conflict resolution rules to prevent duplicate record creation and ensure a 'golden record' for each customer.

Performance FAQs

▸ Will integrating Sage 100 with Salesforce slow down my system performance?
Properly designed integrations using a modern iPaaS are built to enhance, not hinder, performance. By optimizing data transfers (e.g., batching, asynchronous processing), caching reference data, leveraging event-driven updates, and respecting API rate limits, an iPaaS minimizes direct load on both Sage 100 and Salesforce, ensuring efficient and scalable operations.
Implementation Timeline

Go live with Sage 100 + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Sage 100 and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Sage 100 + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Sage 100 + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Sage 100 + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo