---
title: 'Sage 300 + Salesforce'
url: 'https://www.staging38.commercient.com/product/sage-300-salesforce/'
date: '2026-06-19T11:01:21-04:00'
modified: '2026-06-19T11:01:21-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage 300 to Salesforce, giving your team access to Sage 300 data directly within Salesforce. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Sage 300 and Salesforce, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce. With accurate ERP data in Salesforce, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync Sage 300 AR Receipts to Salesforce Account Records
- Access Sage 300 Price Lists from Salesforce
- Sync Sage 300 Credit Notes to Salesforce
- Import Salesforce Contacts as Sage 300 Customer Contacts
- Connect Sage 300 Quotes to Salesforce Opportunities
- Sync Sage 300 Customers to Salesforce Accounts

## Why Commercient

### Credit and order limit visibility

Sync Sage 300 customer credit status and order limits to Salesforce so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Sage 300 Customers account assignments to Salesforce Accounts so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

### Upsell and cross-sell visibility

Access Sage 300 purchase history and product usage data in Salesforce so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

Sync Sage 300 customer region and territory data to Salesforce so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

## About Sage 300

Sage 300 is an ERP system for mid-size businesses, managing multi-currency financials, inventory, purchasing, sales, payroll and project costing.

## About Salesforce

Salesforce is a CRM platform for managing sales, service and marketing activities, including accounts, contacts, opportunities, cases and campaigns.

## Frequently asked questions

### Can Sage 300 Price Lists sync to Salesforce for sales quoting?

Yes, Commercient can sync Sage 300 Price Lists to Salesforce so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Sage 300 data in Salesforce?

Commercient can support surfacing Sage 300 data inside Salesforce views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Sage 300 and Salesforce integration scoped and implemented?

Commercient scopes each integration project based on the customer's Sage 300 and Salesforce configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Sage 300 Order Entry Orders history sync to Salesforce account records?

Yes, Commercient can sync Sage 300 Order Entry Orders history to Salesforce Accounts records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both Sage 300 and Salesforce?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.