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Inventory Planner
Smartsheet

Connect Inventory Planner by Sage to Smartsheet

Bridge Inventory Planner by Sage and Smartsheet to keep business data consistent. Help teams work efficiently when customer, product and financial records are aligned.

The world’s most innovative companies run on Commercient

SYNC data between Inventory Planner by Sage and Smartsheet

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  • Connect Smartsheet Activity to Inventory Planner by Sage Records
  • Sync Inventory Planner by Sage Pricing Data to Smartsheet
  • Update Inventory Planner by Sage Customer Status from Smartsheet
  • Import Smartsheet Records into Inventory Planner by Sage
  • Sync Inventory Planner by Sage Customer Records to Smartsheet
  • Export Inventory Planner by Sage Orders and Transactions to Smartsheet
*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.

Credit note and returns management

Connect Inventory Planner by Sage Credit Notes and returns data to Smartsheet to keep customer account balances and return records aligned between both systems.

Purchase order management

Export Inventory Planner by Sage Purchase Orders to Smartsheet so procurement and operations teams can manage purchasing from either system with consistent data.

Payment and cash management

Sync Inventory Planner by Sage Payments and receipt data to Smartsheet so financial records and customer payment status are current in both platforms.

Quote and estimate management

Connect Inventory Planner by Sage Quotes to Smartsheet so quoting activity is visible and consistent across both systems for sales and operations.

Trusted by teams from Fortune 500s to startups

See why more customers are choosing Commercient than any other solution

Commercient gets the SYSPRO data to our sales team as quickly as possible. So they’re armed with information when they’re looking at leads and opportunities in Salesforce.

Virgilio Felix
Chief Operating Officer at Café Spice

We had an odd ERP system, and Commercient were one of the few that were able to really support it well.

Todd Brown
Director of Lab Products and Electronic Materials at Polysciences

The sales guys on the US side were so impressed with how we’ve been doing this that now our Netherlands office wants the same sort of feel and the same efficiency on their team.

Vashti Ramgoolam
Director of Sales Administration at AudioQuest

We have inventory, buy/sell pricing, and customer details all synced over to Salesforce.. so Commercient definitely helps us.

Andrew Williams
General Manager at Maxijet Australia
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Make work flow with Commercient agents

Level up your Inventory Planner by Sage to Smartsheet integration with Agentic AI. Securely extract, summarize, and transform your integration data.

About Inventory Planner by Sage

Inventory Planner by Sage is a demand forecasting and replenishment tool for product businesses, managing inventory forecasts, purchase order recommendations and stock level optimisation.

About Smartsheet

Smartsheet is a work management and collaboration platform for teams, managing projects, tasks, resource planning, automations, forms and reporting.

What customers have to say

Excellent 4.8 416 reviews

Where would you like to leave a review?

Jon C.

★★★★★

ERP Sync review

It has worked great for many years and have used it for at least 8 years. This works in the background and updates our CRM daily. Allows us to not do double entry of data. We are able to bring in inventory data along with product information easily to our CRM.

Verified G2 user

★★★★★

ERP and CRM Integrations

Communication - their team is very clear about needs, goals and outcomes High - we could not complete the process without them Commercient is working with us to integrate our ERP information into our CRM, giving us broader visibility into performance, inventory, and other key details across the organization.

Verified G2 user

★★★★★

Syncing ERP + Salesforce = More Visibility, Cleaner Data, More Selling

Commercient is a "white glove" experience - the best part is that they manage the entire sync for you. Their support/engineering team is quick to respond and professional. Our Sales Team has access to more data than ever before (sales orders, shipping details, inventory/lead times, etc.) and our office staff can access almost any data from our ERP with ease. Commercient has allowed us to provide visibility into…

Erin A.

★★★★★

Commercient SYNC Integration

The Commercient SYNC is one of the best business decisions we could have made for being able to migrate inventory data between our ERP software and our CRM.

Verified G2 user

★★★★★

Easy integration tool for ERPs and CRMs

Commercient's team handles the technical side of integration and give you a lot of control on what information syncs and when it passes information back and forth between systems. We're getting near-real time inventory updates in our CRM for our sales team to quote on and we're decreasing the amount of copy/manual entry our fulfillment specialists need to do between the CRM and ERP.

Chris Newville

★★★★★

We migrated from Sage 100 to X3 in 2018. Commercient has been instrumental to merging data from X3 to Salesforce. We've built detailed sales reports and living dashboards so our sales team can keep track of order entry, purchase orders, invoices, payments, and commissions.

Vela, A.

★★★★★

Syncing Speed

I needed to resync HubSpot and Sage, and Commercient made it a breeze. Their system is extremely user-friendly, making it easy to sync information between ERP and CRM.

Allan Chen

★★★★★

I was looking to integrate Sage 300 to Hubspot and Commercient made it a breeze. I'd recommend Commercient to anyone because they provide a quick and easily managed workflow.

Max H.

★★★★★

Reliable Integration That Improves Visibility

Overall, it's been a reliable integration that has improved how our sales and operations teams access data. Once set up, it runs consistently and has made reporting and forecasting much easier. The ability to sync Sage 50 data directly into Salesforce, especially customer records and sales orders.

Verified G2 user

★★★★★

Effortless Synchronization with Commercient SYNC

I use Commercient SYNC to sync our Sage accounting software with Salesforce. It updates any product pricing changes in Sage to Salesforce and creates orders in Sage from Salesforce orders, saving us the time of double entry. It just works in the background and I don't have to think about it. It's customizable, so if our workflow changes, we can adapt the integration to handle it. I don't have to spend a lot of…

Max Hampton

★★★★★

We use Commercient to sync data between Sage 50 and Salesforce, including customer records and sales orders. It's been a reliable solution that gives our team better visibility without switching between systems.

Verified G2 user

★★★★★

Flawless Sage-to-HubSpot Sync Backed by Dedicated Support

The accuracy with which the data syncs between Sage and Hubspot is spot on! Customer service is great and once it's set up, you can basically set it and forget it. I was looking for a way to sync our custom quoting from Sage into our Hubspot CRM, and Commercient made that possible, enabling us to track closure rates and enhance our follow-up process. I was particularly impressed with the dedication and assistance…

Verified G2 user

★★★★★

Easy, Streamlined Experience

I like how easy and streamlined it is to use. Sage 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.

Shepherd Specialty Papers

★★★★★

As a customer, I found Commercient to be a valuable tool for synchronizing our accounting system, Sage, with Salesforce objects.

Chris Ryckman

★★★★★

I was looking for a way to sync our custom quoting from Sage into our Hubspot CRM, and Commercient made that possible, enabling us to track closure rates and enhance our follow-up process.

HEULE Precision Tools

★★★★★

We sought a solution to sync data from Epicor Prophet 21 to Zoho CRM and found our answer in Commercient. The setup process, led by Matt Fischer, was straightforward and trouble-free, and we've been enjoying seamless data synchronization for about 8 months now. I would highly recommend Commercient since it has significantly improved our internal sales team's accessibility to order information on the go.

Darrell Green

★★★★★

With Commercient's help, we've been able to seamlessly integrate our CRM's, allowing for smooth information transfer between Acumatica and Zoho. The team, especially Lynnette and Fernando, has been exceptional in ensuring all our issues are resolved. I would highly recommend Commercient for their tremendous support and ability to effectively cross-integrate our CRM's.

Jon Chouinard

★★★★★

Great tool to sync your ERP and CRM

Rob Mogolov

★★★★★

Before partnering with Commercient, we were juggling two different systems to manage our business - INFOR for ERP and ZOHO for CRM. Commercient seamlessly linked these systems, improving our reporting efficiency and providing greater visibility for our sales team.

Verified G2 user

★★★★★

Effortless ERP-to-CRM Connection That Streamlines Internal Processes

Easily connects our ERP to the CRM to make internal processes easy. It allows us to not do double efforts in entering data

Shane Merritt

★★★★★

We've been using Commercient to sync our ERP and CRM data since 2017. For us, it really was set it and forget it. The team helped us with the initial set up and now the information syncs effortlessly. I definitely recommend Commercient. We save so much time!

Clark, D.

★★★★★

Workflow complete!

Santiago and his team were great and very instrumental in helping me set up a workflow for our members. I couldn't have done it without them!

Verified G2 user

★★★★★

Eliminates Double Syncing and Manual Data Entry—A Huge Time-Saver

A major benefit is that the integration eliminates double syncing and reduces the need for manual data entry, which saves time and greatly lowers the risk of human error. As PMI, our significant challenge was ensuring Salesforce & Quickbooks Desktop remained in sync. Thankfully, Commercient's automation drastically reduced our manual data entry time and heightened our accuracy, effectively resolving our…

Christopher Mundey

★★★★★

As PMI, our significant challenge was ensuring Salesforce & Quickbooks Desktop remained in sync. Thankfully, Commercient's automation drastically reduced our manual data entry time and heightened our accuracy.

Verified G2 user

★★★★★

ERP Insights Seamlessly Integrated into Our CRM

Bringing access and insight of our ERP system into our CRM. Monitoring realtime company wide performance.

Nick N.

★★★★★

Great product

Fantastic!! Once we were live, it's been a great experience and one I'd happily recommend to anyone. It works fantastically well, it's a great product and helps our Finance team in their day to day operations.

Frequently asked questions (FAQs)

Commercient scopes each integration based on the customer's Inventory Planner by Sage and Smartsheet configuration, the objects to be synced and the required sync direction. Timelines and supported objects are agreed during the scoping process.

Yes, Commercient can sync Inventory Planner by Sage Invoices data to Smartsheet when included in scope. Exact field mapping, sync frequency and object coverage are configured per project.

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

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

Commercient can connect Inventory Planner by Sage and Smartsheet to sync data such as Customers, Items, Inventory, Sales Orders and Invoices. Supported objects and sync direction depend on the customer's system setup and project scope.
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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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