Connect Sage 300 and Act-on

Connecting Sage 300 and Act-on could allow a company to transfer financial or customer data between its accounting and marketing systems. This could support more informed marketing campaigns by using up-to-date customer or sales information, and may reduce manual data entry or reconciliation efforts between the two platforms.

You can build this integration on the System2System platform. We design the connection between Sage 300 and Act-on around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Sage 300 and Act-on?

A company that uses both Sage 300 and Act-on could benefit from connecting these systems to allow relevant data to flow between finance and marketing operations. Without such a connection, teams may need to enter the same customer or sales information into both systems, which can consume time and increase the risk of errors. Disconnected systems can also result in records drifting apart, with customer details or transaction histories becoming inconsistent, making it harder to maintain a single source of truth. This can lead to marketing campaigns being targeted based on outdated financial data, or sales forecasts being made from incomplete information, which could affect decision-making and planning. If a connection were established, the kinds of data that could be exchanged between Sage 300 and Act-on would generally include customer contact details, sales transactions, and possibly account status information. This could enable marketing teams to use up-to-date financial data to segment audiences or trigger campaigns, and allow finance teams to see the results of marketing efforts reflected in sales figures without manual updates. What can actually be exchanged depends on what each system exposes through its API, and is determined per situation.

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 300 and Act-on 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.