---
title: 'Sage 300 + Wealthbox'
url: 'https://www.staging38.commercient.com/product/sage-300-wealthbox/'
date: '2026-06-19T11:01:29-04:00'
modified: '2026-06-19T11:01:29-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage 300 to Wealthbox, giving your team access to Sage 300 data directly within Wealthbox. 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 Wealthbox, syncing customer, order and operational data between the ERP and Wealthbox. This keeps Sage 300 and Wealthbox in sync so operational decisions are made from current data regardless of which system is used.

## What syncs

- Update Sage 300 Customers from Wealthbox Data
- Import Wealthbox Records into Sage 300 as New Entries
- Sync Sage 300 Customers to Wealthbox Account Records
- Export Sage 300 Order Entry Orders and AR Invoices to Wealthbox
- Update Wealthbox with Sage 300 Inventory Items and Inventory Quantities Data
- Sync Sage 300 Inventory Quantities to Wealthbox

## Why Commercient

### Payment and cash management

Sync Sage 300 AR Receipts and receipt data to Wealthbox so financial records and customer payment status are current in both platforms.

### Quote and estimate management

Connect Sage 300 Quotes to Wealthbox so quoting activity is visible and consistent across both systems for sales and operations.

### Customer data alignment

Sync Sage 300 Customers to Wealthbox so both platforms share accurate and up-to-date customer information for operations and account management.

### Order and transaction sync

Export Sage 300 Order Entry Orders and transactions to Wealthbox to keep operational data aligned and support accurate workflow management across both systems.

## 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 Wealthbox

Wealthbox is a CRM platform for financial advisors, managing client relationships, tasks, notes, activities, opportunities and team collaboration.

## Frequently asked questions

### Can new records created in Wealthbox be imported into Sage 300?

Commercient can support importing new records created in Wealthbox into Sage 300 when included in the integration scope. Direction and object coverage depend on project configuration.

### What support does Commercient provide after go-live?

Commercient provides ongoing support for the Sage 300 and Wealthbox integration after go-live. Support coverage and response times depend on the customer's support plan and service level agreement.

### What data can Commercient connect between Sage 300 and Wealthbox?

Commercient can connect Sage 300 and Wealthbox to sync data such as Customers, Inventory Items, Inventory Quantities, Order Entry Orders and AR Invoices. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Sage 300 Customers sync to Wealthbox automatically?

Yes, Commercient can sync Sage 300 Customers to Wealthbox so both platforms share consistent account data. Exact field mapping and sync frequency are configured per project.

### Can data from Wealthbox flow back into Sage 300?

Commercient can support data flowing from Wealthbox back into Sage 300 when included in the integration scope. Direction and object coverage depend on project configuration.