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Sage
Freshworks

Connect Sage X3 to Freshworks Freshdesk

Integrate Sage X3 and Freshworks Freshdesk so support agents see the full ERP customer picture without switching systems. Keep account records, orders and invoices visible in the support platform.

The world’s most innovative companies run on Commercient

SYNC data from Sage X3 to Freshworks Freshdesk and back!

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  • Access Sage X3 Sales Orders from Freshworks Freshdesk
  • Sync Sage X3 Products to Freshworks Freshdesk for Ticket Context
  • Update Sage X3 Customers from Freshworks Freshdesk Account Data
  • View Sage X3 Customer Payments Status in Freshworks Freshdesk Tickets
  • Sync Sage X3 Customer Account Status to Freshworks Freshdesk
  • Connect Freshworks Freshdesk Tickets Resolution to Sage X3 Records
*Connection pairings may vary based on your platform specifications

Why Commercient?

With Commercient, you can integrate everything from basic data entry to on-premise or cloud-based end-to-end processes.

Product and account data

Access Sage X3 Products and account status from Freshworks Freshdesk so support teams can answer product, pricing and order questions with current ERP data.

Support and service management

Keep Sage X3 Customers records aligned with Freshworks Freshdesk so support teams always work with accurate account information when handling customer inquiries.

Billing query resolution

Surface Sage X3 Customer Invoices, Credit Memos and Customer Payments inside Freshworks Freshdesk tickets so agents can resolve billing disputes, refund requests and payment queries without switching systems.

Order status and fulfilment visibility

Sync Sage X3 Sales Orders status and shipment data to Freshworks Freshdesk so support agents can update customers on order progress and expected delivery without ERP access.

Trusted by teams from Fortune 500s to startups

See why more customers are choosing Commercient than any other solution

The sales team doesn’t have to constantly email finance to get the answers they need. It’s right there in the CRM. Working with Commercient was refreshing: they followed the timeline and delivered on schedule.

Edward Rochford
CEO of Ascent

Ownership has improved visibility of sales and customers, thanks to Commercient SYNC.

Ed Haniffa
Derlea Brand Foods

Commercient helps us save time, improve efficiency, avoid potential errors, and removing manual order entry. If we get 50 orders or more a day, it's difficult and time consuming to do that manually.

John Le
Northern Feather Canada
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Make work flow with Commercient agents

Level up your Sage X3 to Freshworks Freshdesk integration with Agentic AI. Securely extract, summarize, and transform your integration data.

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 Freshworks Freshdesk

Freshworks Freshdesk is a customer support platform for managing tickets, live chat, email support, knowledge base articles and customer service team operations.
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4.9
Based on 108 reviews
Nick N. profile picture
Nick N.
3 months ago
We have been working with Commercient for over four years now and whilst initial set up was slow as we have limited resources and IT infrastructure, since implementation, it has been a breeze. Successfully passing information through from our ERP to CRM and back again. It helps our Finance team provide a better service with more connected data every day. For what they do, I don't believe there is a better option on the market. Thanks to the team, your work is very much appreciated!
Mark R. profile picture
Mark R.
4 months ago
Commercient has been incredibly valuable in connecting our ERP to our CRM, a process we our technical team didn't have the capacity to handle ourselves at the time. Throughout our project, every member of the Commercient team was extremely supportive and went the extra mile to assist us. I recommend Commercient to anyone looking for a solution to streamline certain business processes.
Arturo V. profile picture
Arturo V.
4 months ago
It has been an amazing partnership so far.
Andrew K. profile picture
Andrew K.
4 months ago
Spent years trying to make it connect Sage + Zoho, worked for a few months and never again, finally gave up and they still made us pay out the term. Now using JobRouter and much better support and service
John L. profile picture
John L.
5 months ago
Our order entry process needed a boost in efficiency and a reduction in manual entry errors, and Commercient delivered by setting up a synchronization system between our Shopify platform and our Syspro ERP system. The Commercient team, especially Ellen, Beatriz, Pranay, and Diego, were incredibly helpful throughout the process. I would recommend Commercient to anyone because they are able to familiarize themselves with your systems and synchronize them seamlessly, showing great patience and expertise throughout the process.
Kepler E. profile picture
Kepler E.
5 months ago
We needed a solution to link our ERP system with our CRM for real-time syncing of opportunities and sales orders, and Commercient proved to be the perfect fit. Vicky from the team truly stood out, guiding us expertly through the setup and onboarding process. I would recommend Commercient for their reasonable pricing and the extensive customizations they offer to meet specific needs.
Jonathan S. profile picture
Jonathan S.
5 months ago
Commercient SYNC is a critical part of our business infrastructure. We utilize the product to bi-directionally sync our CRM and ERP systems together to create a seamless data environment for our users. The product is very reliable, and the support team is responsive.
Eric C. profile picture
Eric C.
5 months ago
Our goal was to connect and integrate our CRM with our ERP, and Commercient made this a seamless process. Their service and support team were responsive and always ready to assist during the entire integration process and beyond. I would recommend Commercient because their sync works superbly, providing an essential function that ensures our CRM has the necessary data our sales team needs.
As a customer, I found Commercient to be a valuable tool for synchronizing our accounting system, Sage, with Salesforce objects. This feature has significantly streamlined our workflow by eliminating the need for manual entry of pricing details, which has notably increased our productivity by 32% across all teams at Shepherd. I would like to especially acknowledge the commendable support we received from Beatríz González, who was consistently helpful throughout our project. While there can be challenges in the initial stages of implementation, the overall business growth and team dynamic improvements we've seen with Commercient make it a worthwhile choice for any company seeking to enhance their operations.

Frequently asked questions (FAQs)

Yes, Commercient can sync Sage X3 Customers to Freshworks Freshdesk so support agents work with accurate and current account information when handling customer inquiries. Exact mapping and frequency are configured per project.

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time options depend on system capabilities and project scope.

Commercient can surface Sage X3 Credit Memos data inside Freshworks Freshdesk so agents can verify credit note status and return authorisations when handling customer disputes and refund requests.

Yes, Commercient can sync Sage X3 Products data to Freshworks Freshdesk so support agents can reference product details, specifications and order history when answering customer product queries.

Commercient can support syncing Sage X3 Customers to Freshworks Freshdesk and importing Freshworks Freshdesk new contacts back into Sage X3 when included in scope. Direction and object coverage depend on project configuration.
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Commercient is an AI-first software company based in Atlanta, that connects ERP, CRM, eCommerce, and related systems through its cloud-hosted integration platform, with reusable templates and AI-assisted tools.
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