Connect Sage X3 and Act-on

Connecting Sage X3 and Act-on for a company that uses both could enable the automated transfer of financial or operational data from Sage X3 to support targeted marketing activities in Act-on. Such a connection could reduce manual data entry and help ensure that marketing campaigns are informed by up-to-date business information.

You can build this integration on the System2System platform. We design the connection between Sage X3 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 X3 and Act-on?

A company operating both Sage X3 and Act-on could consider connecting the two systems to improve operational efficiency and data accuracy. The rationale for establishing a data exchange between these systems would center on reducing manual processes and ensuring that information is consistent across the business. Without such a connection, staff may need to enter the same data in both systems, increasing the risk of errors and consuming valuable time. Disconnected systems can also lead to records diverging over time, resulting in mismatches between, for example, customer details or sales figures. This misalignment could cause decisions to be made based on outdated or incomplete information, which can undermine business performance. The types of data that could be exchanged between an ERP system like Sage X3 and a marketing automation platform such as Act-on generally include customer and contact records, sales orders, and campaign performance data. Such a connection could allow marketing teams to access up-to-date customer information from the ERP, while sales and finance teams could benefit from insights generated in Act-on. However, the specific data that can be exchanged and the direction of data flows would depend entirely on the features and interfaces provided by each system’s API, and must be determined for each implementation.

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 X3 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.