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Connect™

Sage X3 + Salesforce Integration

Clarity Connect™ integrates Sage X3 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 X3 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 X3 and Salesforce.

  • Salesforce Custom Fields: Easily map custom fields on Account, Contact, Opportunity, Order, Product2, etc., to corresponding fields in Sage X3 or vice-versa.
  • Sage X3 Custom Fields/UDFs: Support for User-Defined Fields (UDFs) and custom tables in Sage X3 for integration with Salesforce custom fields.
  • Dynamic Field Mapping: Configure mappings that adapt based on specific conditions or business logic.
Implementation Timeline

Go live with Sage X3 + 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 X3 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 X3 + 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

  • Salesforce Custom Fields: Easily map custom fields on Account, Contact, Opportunity, Order, Product2, etc., to corresponding fields in Sage X3 or vice-versa.
  • Sage X3 Custom Fields/UDFs: Support for User-Defined Fields (UDFs) and custom tables in Sage X3 for integration with Salesforce custom fields.
  • Dynamic Field Mapping: Configure mappings that adapt based on specific conditions or business logic.

Robust Integration Architecture

The integration between Sage X3 and Salesforce is built on a modern, API-first, event-driven architecture, with an iPaaS serving as the central orchestration layer. This ensures a scalable, secure, and resilient foundation for all data exchange.

Data Flow Steps

Hub-and-Spoke Integration: iPaaS acts as the central hub, reducing point-to-point complexity.

Event-Driven Architecture: Utilizing webhooks, Platform Events, and CDC for real-time synchronization.

Canonical Data Model: While not strictly required, defining a canonical model for core entities (Customer, Product) simplifies mapping.

API-First Approach: Leveraging native APIs for both systems for robust and efficient data exchange.

Asynchronous Processing: For high-volume or non-critical updates, decoupling systems to improve scalability and responsiveness.

Data Touchpoints

iPaaS Platform: Central hub for integration design, execution, monitoring, and governance.
Sage X3 Connector: Pre-built connector leveraging Sage X3's REST APIs for efficient data access.
Salesforce Connector: Pre-built connector utilizing Salesforce's REST, Bulk, and Streaming APIs (Platform Events/CDC).
Data Transformation Engine: Visual interface within the iPaaS for mapping and transforming data schemas.
Workflow Orchestrator: Manages multi-step integration processes, conditional logic, and error handling.
API Gateway (Optional): For additional security, rate limiting, and analytics if not handled by iPaaS.
Message Queues/Event Bus: For asynchronous, event-driven communication and buffering during peak loads.

"A conceptual diagram would show Sage X3 and Salesforce as distinct systems, with the iPaaS positioned centrally. The iPaaS connects to both via dedicated connectors, facilitating bi-directional data flow. External systems (eCommerce, WMS) might also connect to the iPaaS, creating a hub-and-spoke model. Event streams (Salesforce CDC/Platform Events, Sage X3 Webhooks) would feed into the iPaaS for real-time updates."

Pricing

Simple, transparent pricing for Sage X3 + 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 X3

Integrating Sage X3 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 & Contact

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

Sage X3 Fields

Customer ID Customer Name Address (Billing, Shipping) Contact Information (Email, Phone) Payment Terms Customer Group

Salesforce Fields

Account.Name Account.BillingAddress Account.ShippingAddress Account.Phone Account.Website Contact.FirstName Contact.LastName Contact.Email Contact.Phone Account.ExternalID_c (Custom) Contact.ExternalID_c (Custom)

Mapping Notes

Sage X3 'Customer ID' maps to Salesforce 'Account.ExternalIDc' and 'Contact.ExternalIDc' for unique identification. Billing/Shipping addresses require careful field-level mapping. Sage X3 'Customer Group' can map to Salesforce 'Account.Industry' or a custom field.

Next Steps

See Sage X3 + 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.

Lead-to-Cash Automation

Seamlessly automate the entire sales process from a 'Closed Won' Opportunity in Salesforce to a Sales Order and Invoice in Sage X3, ensuring financial accuracy and accelerating revenue recognition.

Integration Steps:

  1. 0 Salesforce Opportunity status changes to 'Closed Won'.
  2. 1 iPaaS detects the event via Salesforce Platform Events/CDC.
  3. 2 iPaaS retrieves Opportunity and related Account/Contact/Product data.
  4. 3 Data is transformed and validated against Sage X3 business rules.
  5. 4 A new Sales Order is created in Sage X3 via API.
  6. 5 Sage X3 processes the order, allocates inventory, and generates an Invoice.
  7. 6 Invoice status and details are synchronized back to Salesforce (Order/Custom Object) for sales team visibility.
  8. 7 Payment status in Sage X3 updates Salesforce for financial reconciliation.

Business Outcome

Accelerated sales cycles, reduced manual order entry errors, faster invoicing and cash collection, improved revenue forecasting.

Frequency

Real-time/Event-driven

Implementation Timeline

Go live with Sage X3 + 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 X3 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 X3 + 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 /api/v1/salesOrders Create new sales orders in Sage X3 from Salesforce (e.g., 'Closed Won' Opportunity).
GET /api/v1/products/{productCode} Retrieve detailed product information, including inventory levels, for real-time sync with Salesforce Product2.
PUT /api/v1/customers Update existing customer records or create new ones, ensuring master data consistency from Salesforce.
POST /api/v1/invoices Post accounts receivable invoices into Sage X3 from external billing or sales systems, or retrieve invoice status.

⚡ Transformation Logic

  • Data Type Conversion: Automatically convert string to number, date formats, boolean values.
  • Field Concatenation/Splitting: Combine Salesforce FirstName and LastName into Sage X3 FullName, or split Sage X3 Address into Salesforce Street, City, State, Zip.
  • Lookup & Enrichment: Perform lookups in Sage X3 for Customer ID based on Salesforce Account Name, or retrieve Sage X3 Product pricing for Salesforce PricebookEntry.
  • Conditional Logic: Apply different mapping rules based on data values (e.g., if Salesforce Opportunity Stage is 'Closed Won', then create Sales Order).
  • Default Value Assignment: Assign default values for non-mandatory fields if not provided by the source system.
  • Currency Conversion: If operating in multiple currencies, apply real-time or batch currency conversion rules.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS automatically queues requests and retries with exponential backoff.
  • Data Validation Failure: Invalid data (e.g., missing mandatory field, incorrect format) is routed to a dead-letter queue for manual correction and reprocessing, with alerts to relevant teams.
  • Authentication Failure: Alerts are sent for expired tokens or invalid credentials, preventing data flow.
  • System Downtime: iPaaS holds messages in queues and retries when the target system becomes available, ensuring data persistence.
  • Duplicate Record Creation: Logic within the iPaaS (e.g., using External IDs for upsert) prevents duplicates, and AI can identify potential duplicates before ingestion.
Pricing

Simple, transparent pricing for Sage X3 + 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 integrating Sage X3 and Salesforce crucial for my business?
Integrating Sage X3 (ERP) and Salesforce (CRM) eliminates data silos between your financial/operational backbone and your customer-facing sales/service functions. This creates a unified 360-degree view of your customer, automates critical workflows like order-to-cash, ensures data consistency, and significantly boosts operational efficiency, sales productivity, and customer satisfaction.

Technical FAQs

▸ What are the primary data entities synchronized between Sage X3 and Salesforce?
Key entities synchronized typically include Customer Master Data (Sage X3 Customer ↔ Salesforce Account/Contact), Sales Orders (Salesforce Opportunity/Order → Sage X3 Sales Order), Product & Inventory (Sage X3 Product/Inventory → Salesforce Product2/PricebookEntry), and Invoice/Payment Status (Sage X3 Invoice/Payment → Salesforce Order/Custom Object).
▸ Can this integration support real-time data synchronization?
Absolutely. By leveraging Sage X3's robust APIs and eventing capabilities, combined with Salesforce's Platform Events and Change Data Capture (CDC), a modern iPaaS can enable real-time or near real-time synchronization for critical data points like inventory levels, sales order creation, and customer updates. This moves away from traditional batch processing for dynamic business workflows.

iPaaS FAQs

▸ How does an iPaaS facilitate Sage X3 and Salesforce integration?
An iPaaS (Integration Platform as a Service) acts as the central nervous system. It provides pre-built connectors for both Sage X3 and Salesforce, a visual low-code/no-code mapping engine for data transformation, workflow orchestration, robust error handling, comprehensive monitoring, and enterprise-grade security. It simplifies complex integrations, making them scalable, reusable, and resilient.

AI FAQs

▸ How does AI enhance Sage X3 and Salesforce integrations?
AI significantly augments integrations by providing automated data validation, suggesting optimal field mappings, detecting anomalies in data flows (e.g., unusual order values), intelligently routing exceptions for review, and even automating resolutions for common integration errors. This leads to higher data quality, proactive issue resolution, and more intelligent automation.

Challenges FAQs

▸ What are common challenges in integrating Sage X3 and Salesforce, and how are they addressed?
Common challenges include managing diverse data formats, ensuring data consistency across systems, handling API rate limits, orchestrating complex multi-step workflows, and securely transmitting sensitive information. A robust iPaaS addresses these by providing data harmonization, intelligent error handling, API rate limit management, and strong security features, simplifying the integration landscape.

Security FAQs

▸ How do you ensure data security and compliance during the integration?
We prioritize security using OAuth2/JWT Bearer for authentication, enforcing TLS/SSL encryption for all data in transit, encrypting sensitive data at rest within the iPaaS, implementing least privilege access for integration users, and adhering to compliance standards like GDPR, CCPA, and PCI DSS (for payment data). Regular audits and IP whitelisting are also key practices.

Customization FAQs

▸ Can I customize the integration to fit my unique business processes?
Yes, absolutely. The iPaaS platform provides extensive low-code/no-code customization options. You can easily map custom fields from both Sage X3 and Salesforce, define complex conditional logic, extend standard workflows, and leverage a powerful rules engine to tailor the integration precisely to your unique business processes without extensive coding.
Implementation Timeline

Go live with Sage X3 + 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 X3 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 X3 + 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 X3 + 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 X3 + 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