Sage Business Cloud X3

Use Flowgear's lightweight connector to integrate with Sage Business Cloud X3

Unlock the true capabilities of Sage Business Cloud X3

Sage Business Cloud X3 streamlines critical financial, inventory, and fulfillment processes for growing organizations.

Flowgear integrates Sage Business Cloud X3 with ERP, finance, marketing, and support platforms – syncing data in real time, eliminating manual work, and giving every team a single source of truth.

Use the Flowgear platform to increase your productivity and profitability while delivering customer excellence!

Popular examples and use cases

Finance
Bank Integration & Reconciliation
Automatically retrieve and reconcile bank transactions via API or connected feeds, updating account statuses and payment records in Sage X3 in real time
Debit Order Processing
Schedule, run, and process monthly debit orders from multiple banks, syncing payment data to customer accounts
Payroll Journal Automation
Post payroll journals from HR or third-party systems directly into Sage X3, streamlining month-end processes
Automated Month-End
Streamline reconciliations and core calculations such as bank feeds, intercompany balances, commissions, accruals, depreciation, and cash flow forecasts
Expense-to-GL Sync
Push employee expense reports directly into the General Ledger for compliance
Automated Invoicing
Trigger invoicing from approved quotes or completed deliveries
Payment Status Sync
When customers pay, Flowgear posts receipts back to CRM and analytics.
Credit Limit Guardrails
Live credit checks during quoting prevent risky sales.
Sales
Real-Time Account Insights
Give sales reps live access to financial and account status data from Sage X3
E-Commerce Integration
Sync product data, pricing, and stock levels between Sage X3 and platforms like Shopify
CRM & Email Sync
Automatically create quotes in Sage X3 and send PDF proposals via Outlook
Sales Order Automation
Convert closed CRM deals into sales orders in Sage X3
Product & Pricing Updates
Push real-time product and pricing information from Sage X3 to sales portals
Automated Invoicing
Trigger invoicing from approved quotes or completed deliveries
Profitability Tracking
Analyze customer profitability using synced sales and cost data
Quote to Order Automation
Reps convert approved quotes into ERP orders with one click.
Live Price and Stock
Real time ERP pricing and inventory appear inside the quote.
360 Account View
Finance and support data surface in CRM for full context.
Manufacturing
BOM & Work Order Sync
Integrate MES/PLM systems with Sage X3 for production alignment
Inventory Adjustments
Automatically post raw material usage and finished goods to Sage X3
Labor & Overhead Posting
Push post-production costs into Sage X3 job costing modules
Quality & Compliance Tracking
Sync production quality data for traceability and audit readiness
Maintenance Scheduling
Trigger preventative maintenance in Sage X3 from equipment usage data
Warehouse Management
Inventory Sync
Update real-time inventory counts between WMS and Sage X3
Automated Receipts & Issues
Streamline goods receiving and issuing directly in Sage X3
Reorder Alerts
Trigger restocking based on Sage X3-defined inventory thresholds
Dispatch & Tracking
Push carrier tracking and dispatch information into Sage X3 sales orders
Stock Alignment
Sync bin locations and valuation data across warehouse systems
Share Data Across The Entire Organization with a Single Source of Truth
Centralize Core Data
Synchronize customers, orders, inventory, and financial records so every platform - from CRM to ERP - shows the same up to date facts.
Eliminate Duplicate Entry
Flowgear captures a change in one system and propagates it everywhere else, freeing staff from copy paste work.
Real Time Analytics
Stream cleaned data into BI tools the moment it is created so leaders work with live metrics.
Automate Data Capture From Flat Files (PDF, CSV, Excel)
Automate Flat File Ingestion
Flowgear watches inboxes or folders and ingests new PDF, CSV, or Excel files, routing them automatically.
AI Data Extraction
OCR and parsers pull header and line item details straight into the target system, boosting accuracy.
Exception Alerts
Failed parses trigger Slack or email notifications so issues are fixed quickly.
Operations
Forecast Driven Procurement
Pipeline quantities feed planning to cut stockouts.
Shipment Tracking Updates
ERP tracking numbers update CRM and notify customers.
Low Stock Alerts
Threshold breaches trigger reorder alerts.

Free Proof of Concept for your Sage Business Cloud X3 Integration

Not sure how the Sage Business Cloud X3 integration would work on your own systems? Test before you buy!
See the Sage Business Cloud X3 integration in action with our complimentary proof of concept. Register for our free trial and the Flowgear integration experts will build a free proof of concept workflow based on your own integration requirements. No credit card needed and no obligation! We’re happy to demonstrate how Flowgear’s enterprise-grade integration platform can be applied to your organization and how a single workflow can boost your productivity and profitability.

Frequently used with

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How to videos

Tech Deep Dive - Sage Intacct to Netcash
If you looking for an integration platform or want a deeper dive into Flowgear's capabilities, market fit, commercial model, security, partner program, certification course and more, then this is the video for you. Watch our recent Customer Success Spotlight with the Managing Director from Netcash (a prominent Payment Aggregator) where we unpack their integration use cases and take a deep dive into the Flowgear workflows used to manage supplier payments from Sage Intacct to Netcash and back. Refer to the bookmarks below to quickly jump to the chapter that is most relevant to you.
Using the generic Rest Request Connector
Use Case: Consume an open API definition (Swagger) to expose it's capabilities using Flowgear's generic Rest Request Connector.
Using the generic Web Request Connector
Use Case: Connect to APIs that do not have an exposed consumable API Definition using Flowgear's generic Web Request Connector.
Enterprise API to ConnectWise Manage
Use Case: Capture real-time data from external sources to log service tickets in ConnectWise Manage using Flowgear's Enterprise API.

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Flowgear - Workflows

Flowgear’s integration solutions are designed as workflows. A workflow is a visual representation of an integration task that is composed of a series of steps called nodes.

Intuitively build sophisticated workflows with our drag and drop visual designer, powerful logic functions and real-time processing.

Use our revolutionary DropPoints to gain instant secure access to all on-premise applications. Our collaboration tools increase productivity by enabling users to control asset versions and share resources.

Workflow example: How to Extract data from a SQL database