Sage X3 Salesforce Integration

Sage X3 Salesforce Integration

Are you looking for an easy-to-use Sage X3 Salesforce integration solution to automatically synchronise Salesforce data with your Sage X3 system? Or are you looking to improve employee performance and drive company revenue?

Codeless Platforms’ drag and drop Salesforce Sage X3 integration solution provides you with a simple, straightforward way of automatically reading and updating Salesforce and Sage X3 to reduce costs, remove data entry errors, increase employee productivity and improve company performance.

BPA Platform supports the central creation and management of an Integration Platform as a Service (iPaaS) that enables cloud-based, on-premises systems and cloud-to-cloud applications to talk to each other, enabling seamless system integration and business process automation capability. It is designed specifically for channel partners and enterprise customers who wish to provide integration and automation as a service to internal and external customers.

Salesforce Sage X3 Integration Brochure

Learn how integrating Salesforce and Sage X3 can save your organisation time and money and improve the visibility of critical data.

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Sage X3 Salesforce Integration Scenarios and Benefits

Common Salesforce Sage X3 integration scenarios that our customers implement include:

• New and Existing Accounts and Business Partners: Automatically synchronise accounts between Salesforce and Sage X3, including account name, customer number, default billing/shipping address, contact information etc.
• Contacts: Automatically update new and existing contacts between Salesforce and Sage X3 with the associated business partner or customer account, including name, owner (if applicable), telephone, email, account name etc.
• Opportunities: Download opportunities from Salesforce and upload as sales orders to Sage X3
• Sales Orders: Automatically synchronise sales orders from Sage X3 with Salesforce, including order number, date, value, account, owner (if applicable), product, unit price, quantity, subtotal etc.

Commercial benefits gained from Sage X3 Salesforce integration include:

• Removal of repetitive bi-directional data entry tasks
• Reduced administration errors
• Improved employee productivity
• Reduced operational costs
• Increased visibility of critical business information from Sage X3 and Salesforce
• Reduced company exposure to financial risk