Sage X3 Integration
The B2B quoting layer for your Sage X3 ERP.
Product and customer sync from Sage X3, with sales order creation on acceptance.
Connector Technical Specs
Integration Overview
How TackQuote connects with Sage X3
Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.
TackQuote connects to Sage X3 (Sage Enterprise Management) through its REST/SOAP web services so quotes are built from live product records and accepted quotes are written back as Sage X3 sales orders. Product, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, and sales orders are created the moment a quote is accepted.
Bi-Directional Sync
Data objects synchronized between systems
Here is exactly how data flows between TackQuote and Sage X3 to maintain complete system alignment.
Master Price Book Sync
Sync contract pricing matrices, volume discount tiers, and customer-specific price books from Sage X3.
Sales Order & Invoice Post
Post accepted quotes directly as sales orders or accounts receivable invoices into Sage X3 GL accounts.
Net Terms & Credit Limit Check
Validate buyer credit balances and payment terms in Sage X3 before enabling Net-30 quote checkout.
Tax Code & AR Ledger Mapping
Align tax jurisdiction codes and line-item revenue accounts across Sage X3 and TackQuote.
Capabilities
What's included in the Sage X3 connector
Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.
Product & Price Sync
TackQuote pulls Sage X3 products and price lists into the quote builder on a scheduled cadence.
Sales Order Creation
Accepted quotes create Sage X3 sales orders with products, quantities, customer, and terms mapped across.
Customer Sync
TackQuote matches buyers to Sage X3 customers and creates new records where needed.
Stock Awareness
Site-level stock pulls into TackQuote so reps quote against real availability.
Setup Guide
4 steps to connect Sage X3
TackQuote connects to Sage X3 via its web services using a service account. Products refresh every two hours; sales orders are pushed on acceptance.
Enable Sage X3 web services
Publish the required web services in Sage X3 and create a service account with product, customer, and sales order access.
Connect in TackQuote
Enter your Sage X3 endpoint, folder, and service credentials in TackQuote Integrations → Sage X3. TackQuote begins the product sync.
Map products and order defaults
Confirm price list and site mapping and set the order defaults used when quotes are accepted.
Go live
Build quotes from live Sage X3 products. Accepted quotes create sales orders and matched customers automatically.
Requirements
What you need to get started
Prerequisites for authenticating Sage X3 with your TackQuote tenant.
- Sage X3 / Sage Enterprise Management with web services published
- Service account with product, customer, and sales order access
- Network access from TackQuote to your Sage X3 endpoint
- TackQuote Pro plan or above
All integrations included
No per-connector fees, middleware subscriptions, or hidden charges. Connect Sage X3 and all 63+ connectors under your standard TackQuote plan.
FAQ
Frequently asked questions about Sage X3
Does TackQuote support multiple Sage X3 folders?
Each TackQuote workspace connects to a single Sage X3 folder. Multi-folder configurations are handled per workspace during setup.
What do I need to connect TackQuote to Sage X3?
Sage X3 web services published with a service account for product, customer, and sales order access, plus TackQuote Pro plan or above.
How current is the product data used in quotes?
Products, price lists, and site-level stock refresh on a two-hour scheduled pull plus an on-demand refresh, while sales orders push to Sage X3 immediately on acceptance.
Workflow Ecosystem
Works seamlessly alongside Sage X3
Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.
Ready to connect Sage X3?
Start your free 14-day TackQuote trial. Connect Sage X3 in under 5 minutes with zero credit card required.