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Connect Sage 100cloud and Salesforce

Connecting Sage 100cloud and Salesforce could make it possible for a company to synchronize financial and customer relationship data between the two systems. This could support more accurate reporting, reduce manual data entry, and help ensure that both sales and accounting teams have access to consistent, up-to-date information relevant to their functions.

You can build this integration on the System2System platform. We design the connection between Sage 100cloud and Salesforce around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Sage 100cloud and Salesforce?

A company operating both Sage 100cloud and Salesforce could benefit from connecting these systems to enable the exchange of key business data. Without such a connection, staff may need to enter the same information into each system separately, which increases the risk of errors and consumes valuable time. This manual process can also result in records diverging between the two platforms, so that customer, sales, or financial data in one system no longer matches the other. Decision makers could end up relying on outdated or incomplete information, leading to suboptimal business choices. If these systems were connected, data such as customer records, sales orders, invoices, and payment statuses could be exchanged between Sage 100cloud and Salesforce. This could help ensure that sales teams using Salesforce have accurate financial and inventory information from Sage 100cloud, while accounting teams could receive up-to-date sales and customer details from Salesforce. The specific data that can be exchanged depends entirely on what each system makes available through its API and is determined for each situation individually.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Sage 100cloud and Salesforce make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.

About these systems

Read more about each system and what it can be connected to

Looking to connect these systems?

Talk to us about what your setup needs. No obligation.

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