If you’re looking to grow your business and streamline processes, connecting your Sage X3 and Microsoft Dynamics 365 data will benefit your company greatly. Commercient SYNC Integration Platform is trusted with integrating your ERP and CRM data.

Choosing a one- or two-way integration for your company’s Sage X3 accounting data and customers’ sales information with Microsoft Dynamics 365, can help lead to a quick return on your investment.

In order for your business to realize efficiencies and accelerate CRM success, you’ll need a lightning fast integration. Commercient SYNC is a powerful game changer with our cost-effective, cloud-based solution, which integrates your accounting ERP and CRM systems in just a matter of hours.

Leveraging Commercient SYNC, allows you a simple and cost-effective way to monitor your customer’s sales order velocity, inventory availability, receivables and payments, and so much more.

Your company’s customer service and sales teams will have easy access to the Sage X3 data in the powerful Microsoft Dynamics 365 system. This will give them the sales and operational data to monitor Sage X3 accounts, jobs, parts, services, available to promise inventory, and much more.

Commercient’s two-way SYNC allows your sales team to integrate new accounts, quotes, sales orders, invoices, payments, jobs, products, and Bill of Materials (BOM) back to Sage X3. SYNC will help increase your business’s efficiency by eliminating double entry and manual work.

We are different than traditional ETL tools; Commercient SYNC is an APP that “just works,” right out of the box. It does not require manual coding, scripting, programming, or mapping. It could take your business weeks or even months to get a standard ETL integration ready and working.

At Commercient, we have crafted each of our Apps to integrate to your company’s ERP. Our Apps eliminate all of the complexity and ‘heavy lifting’ that come with a custom programming project. We get you integrated in a matter of hours, accelerating your ROI on Microsoft Dynamics 365, allowing you to focus on growing your business.

Commercient SYNC is designed specifically for Sage X3, and we’ve done all the mapping, programming, and data models for you, and we schedule the sync to run at your desired frequency (all the time, a few times a day, or just once daily). We sync the changes in data, which is aimed to conserve your API usage and reduce CRM costs.

Our SYNC app is backed by world-class support 24 hours a day, 7 days a week. We’re monitoring your sync integration nights, Holidays and Weekends, so you and your company can focus on sales and new business.

Here is what Commercient Syncs:

1. Financial accounting data:
   1. Customer payment terms and credit limits.
   2. Open invoices.
   3. Invoices on hold.
   4. Multiple ship-to addresses.
   5. Multiple bill to addresses.
   6. Account receivable history.
   7. Payment history.
2. Customer data:
   1. Contacts.
   2. ERP customers with CRM accounts.
3. Sales order data:
   1. Open sales orders .
   2. Sales order detail lines.
   3. Sales order history.
4. Invoice data:
   1. Open invoices.
   2. Invoice detail lines.
   3. Payments.
   4. Invoice history.
   5. Serial numbers shipped.
5. Products:
   1. Items.
   2. Prices and price levels.
   3. Inventory availability and location.
6. Custom Workflows / Opportunities / Orders / Invoices / Custom Objects:
   1. Create Opportunities from Invoices.
   2. Create Invoices from Opportunities.
   3. Create Sales Orders from Opportunities.
   4. Custom Workflows allow you to create any transaction in the ERP Accounting system when a CRM object reaches a designated state automatically (e.g. Opportunity status) or manually (e.g. Opportunity checkbox). Ask your Account Representative for more details.
7. Plus any other data customers request.

If you’d like more information on integrating your Sage X3 and Microsoft Dynamics 365 systems with Commercient SYNC, fill out the form on the right to get a free demo.

For informational use only.