---
title: 'Sage X3 + Close CRM'
url: 'https://www.staging38.commercient.com/product/sage-x3-close-crm/'
date: '2026-06-19T11:11:09-04:00'
modified: '2026-06-19T11:11:09-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage X3 to Close CRM, giving your team access to Sage X3 data directly within Close CRM. 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 X3 and Close CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Close CRM. The connection also allows Close CRM Opportunities to flow into Sage X3 as Sales Orders when the CRM-to-ERP workflow is included in project scope.

## What syncs

- Access Sage X3 Price Lists from Close CRM
- Sync Sage X3 Credit Memos to Close CRM
- Import Close CRM Contacts as Sage X3 Customer Contacts
- Connect Sage X3 Sales Quotes to Close CRM Opportunities
- Sync Sage X3 Customers to Close CRM Organizations
- Display Sage X3 Customer Invoices in Close CRM

## Why Commercient

### Product and inventory visibility

Access Sage X3 Products, Stock and Price Lists from Close CRM so sales teams can check product availability and provide accurate information to customers.

### Deal-to-order workflow

Connect Close CRM Opportunities back to Sage X3 as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

### Invoice and payment visibility

Surface Sage X3 Customer Invoices and Customer Payments inside Close CRM so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

### Quote-to-order workflow

Connect Close CRM Quotes to Sage X3 Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

## About Sage X3

Sage X3 is an ERP platform for mid-size and large businesses in manufacturing, distribution and services, managing financials, supply chain, production and customer management.

## About Close CRM

Close CRM is a sales-focused CRM for inside sales teams, managing leads, contacts, calls, emails, sequences and deal pipelines in one platform.

## Frequently asked questions

### Can Commercient support dashboards or reporting from Sage X3 data in Close CRM?

Commercient can support surfacing Sage X3 data inside Close CRM 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 X3 and Close CRM integration scoped and implemented?

Commercient scopes each integration project based on the customer's Sage X3 and Close CRM configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Sage X3 Sales Orders history sync to Close CRM account records?

Yes, Commercient can sync Sage X3 Sales Orders history to Close CRM Organizations 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 X3 and Close CRM?

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.

### What data can Commercient connect between Sage X3 and Close CRM?

Commercient can synchronise key Sage X3 ERP data with Close CRM, such as Customers, Contacts, Products, Stock, Sales Orders, Customer Invoices and Customer Payments. Supported objects and sync direction depend on the customer's system setup and project scope.