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Sage + 50 Salesforce Integration

Clarity Connect™ integrates Sage with 50 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 and 50 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 and 50 Salesforce.

  • All custom fields in Salesforce (e.g., on Account, Opportunity, Product2) are fully supported for mapping and synchronization.
  • Custom fields in Sage 50 (e.g., on Customer, Item, Sales Order) can be integrated, providing full flexibility to extend standard entities.
Implementation Timeline

Go live with Sage + 50 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 and 50 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 + 50 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

  • All custom fields in Salesforce (e.g., on Account, Opportunity, Product2) are fully supported for mapping and synchronization.
  • Custom fields in Sage 50 (e.g., on Customer, Item, Sales Order) can be integrated, providing full flexibility to extend standard entities.

Robust Integration Architecture for Sage 50 and Salesforce

Our integration architecture leverages a modern iPaaS as the central hub, providing a secure, scalable, and resilient framework for connecting Sage 50 and Salesforce. This event-driven approach ensures real-time data consistency and high availability.

Data Flow Steps

Event-Driven Architecture: Utilize Salesforce Platform Events/CDC for real-time triggers.

Canonical Data Model: Define a common data structure within the iPaaS for entities like Customer/Account, Product/Item.

Master Data Management (MDM) Lite: Designate master systems for specific data attributes (e.g., Sage 50 for financial, Salesforce for sales activity).

Asynchronous Processing: Use queues for non-critical, high-volume data to improve resilience and performance.

Idempotent Design: Ensure repeated calls to create/update records don't result in duplicates or unintended side effects.

Data Touchpoints

iPaaS Core Engine: Orchestrates workflows, executes transformations.
Sage 50 Connector/Agent: Securely connects to Sage 50 (ODBC/SDK), abstracts complexity.
Salesforce Connector: Leverages Salesforce APIs (REST, Bulk, Platform Events).
Data Transformation Engine: Visual mapping, AI-assisted transformations.
API Gateway: Manages external API access and security.
Monitoring & Logging Service: Centralized observability.
Credential Vault: Secure storage for API keys, tokens, and credentials.
Queueing Service: Buffers messages, manages rate limits, ensures delivery.

"The architecture features the iPaaS positioned between Sage 50 (accessed via a secure on-premise agent/connector) and Salesforce (via cloud APIs). Data flows are orchestrated through the iPaaS, which handles transformation, routing, error handling, and security. A monitoring layer provides visibility across the entire ecosystem."

Pricing

Simple, transparent pricing for Sage + 50 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

Integrating Sage 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.
  • ✓
    Customer/Account Creation/Update (Salesforce to Sage 50)
  • ✓
    Customer/Account Update (Sage 50 to Salesforce)
  • ✓
    Sales Order Creation (Salesforce to Sage 50)
  • ✓
    Invoice Status & Payment Sync (Sage 50 to Salesforce)
  • ✓
    Product/Item Master Sync (Sage 50 to Salesforce)
Data Mapping

Data Entity Mapping

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

Customer / Account

Synchronizes customer records to ensure a unified view across sales and finance.

Sage Fields

CustomerID (unique identifier) CompanyName ContactName BillingAddress ShippingAddress Email Phone CreditLimit Terms SalesTaxCode

50 Salesforce Fields

Name BillingAddress ShippingAddress Phone Website Industry ExternalID_c (Custom) OwnerId

Mapping Notes

Sage 50 'CustomerID' maps to Salesforce 'ExternalID_c' for bidirectional updates. 'CompanyName' to 'Name'. Address fields require component-level mapping (Street, City, State, Zip, Country). Payment terms and credit limits from Sage 50 can be mapped to custom fields in Salesforce for sales visibility.

Next Steps

See Sage + 50 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.

CRM-to-ERP Customer & Account Sync

Ensure customer and account data is consistent across sales, service, and finance. New accounts created in Salesforce automatically sync to Sage 50 as customers, and updates in either system are reflected bidirectionally.

Integration Steps:

  1. 0 New Account created or updated in Salesforce.
  2. 1 iPaaS detects change (via CDC or webhook).
  3. 2 Data transformed to Sage 50 'Customer' schema.
  4. 3 New Customer created or existing Customer updated in Sage 50.
  5. 4 Sage 50 CustomerID updated back to Salesforce ExternalID_c.

Business Outcome

Unified customer records, accurate billing, consistent communication, reduced data duplication.

Frequency

Real-time / Near real-time

Implementation Timeline

Go live with Sage + 50 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 and 50 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 + 50 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
GET, POST, PUT /api/v1/customers Retrieve, create, or update customer records for CRM sync and billing processes.
GET, PUT /api/v1/items Retrieve or update product/service items and inventory levels for sales and stock management.
POST, GET, PUT /api/v1/salesorders Create new sales orders from Salesforce, retrieve order status for fulfillment.
POST, GET /api/v1/invoices Create customer invoices based on fulfilled orders, retrieve invoice details for payment reconciliation.
POST, GET /api/v1/payments Post incoming customer payments (receipts) to Sage 50, retrieve payment history.

⚡ Transformation Logic

  • Field-level mapping with data type conversion (e.g., text to picklist, numeric formatting).
  • Conditional logic for complex field assignments (e.g., if Sage 50 'ItemType' is 'Service', map to Salesforce 'Product Family' = 'Service').
  • Concatenation/splitting of fields (e.g., combining first and last name, splitting address lines).
  • Lookup transformations to cross-reference IDs (e.g., Salesforce AccountId to Sage 50 CustomerID).
  • Date/time format standardization.
  • Default value assignments for non-mandatory fields.

🛡️ Error Handling

  • Salesforce API rate limits exceeded.
  • Sage 50 database connection issues.
  • Data validation failures (e.g., invalid tax code, non-existent product ID).
  • Network connectivity issues between iPaaS and systems.
  • Duplicate record creation due to missing external IDs.
  • Unmatched records during lookup transformations.
Pricing

Simple, transparent pricing for Sage + 50 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 FAQs

▸ Why is modern iPaaS crucial for Sage 50 and Salesforce integration?
Sage 50's traditional architecture and Salesforce's robust cloud APIs require a sophisticated intermediary. A modern iPaaS abstracts this complexity, providing a unified, API-first, event-driven layer. It enables real-time data flow, robust error handling, low-code/no-code workflow design, and scalable performance that's not native to either system alone, maximizing interoperability and automation potential.

Workflows FAQs

▸ How does the integration handle customer and sales order synchronization?
New accounts or contacts in Salesforce (e.g., from 'Closed Won' opportunities) trigger the iPaaS to create or update corresponding customers in Sage 50. Conversely, financial updates in Sage 50 can sync back to Salesforce. Sales orders generated in Salesforce are automatically pushed to Sage 50, updating inventory and initiating invoicing, ensuring a seamless lead-to-cash process.

Entities FAQs

▸ Can I synchronize product and pricing data between Sage 50 and Salesforce?
Yes. The integration supports one-way synchronization of product master data (items) and pricing from Sage 50 to Salesforce. This ensures your sales team always has access to the latest product information and accurate pricing in Salesforce opportunities and orders, preventing discrepancies and improving quoting accuracy.

Benefits FAQs

▸ What are the main business benefits of integrating Sage 50 with Salesforce?
Key benefits include a unified 360-degree view of your customers, reduced manual data entry and associated errors, accelerated sales cycles and order processing, improved financial accuracy, real-time inventory visibility, and freeing up staff for more strategic tasks. This leads to significant operational efficiency and cost savings.

AI Features FAQs

▸ How does AI enhance Sage 50 and Salesforce integration workflows?
AI significantly augments the integration by automating tasks like data extraction, intelligent validation, anomaly detection in financial transactions, suggesting optimal GL account mappings, and even autonomously resolving common integration errors. This leads to higher data quality, faster development, and reduced manual intervention.

Customization FAQs

▸ How are custom fields and complex business rules handled?
Our iPaaS provides robust capabilities to integrate custom fields from both Sage 50 and Salesforce. A low-code/no-code visual designer allows you to define complex business rules, conditional logic, and advanced data transformations without coding, ensuring the integration adapts to your unique operational requirements.

Technical FAQs

▸ What is the approach for error handling and data reconciliation?
The iPaaS features comprehensive error handling with automated retries for transient issues, dead-letter queues for persistent errors, and configurable alerts. For data reconciliation, it employs configurable rules for conflict resolution (e.g., 'last write wins' or master system preference) and provides detailed logging and monitoring dashboards for full visibility and auditability.

Performance FAQs

▸ Can the integration support real-time data synchronization?
Yes, with a modern iPaaS. By leveraging Salesforce Platform Events or Change Data Capture (CDC) and efficient change detection mechanisms for Sage 50, our solution can monitor for updates and push changes between systems in near real-time, ensuring data consistency across your entire ecosystem.
Implementation Timeline

Go live with Sage + 50 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 and 50 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 + 50 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 + 50 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 + 50 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