Salesforce to Sage X3
SmartTracks
What are InterWeave SmartTracks?
Welcome to InterWeave! Automating CRM Integration in a configurable, intelligent way, conforming to your business process and workflow, helps you support your customers smarter and faster.
Introducing the InterWeave SmartTracks Program. We have encapsulated our 17 years of experience into Pre-configured Solutions which seamlessly integrate your CRM with a variety of financial applications, including popular platforms like QuickBooks, Sage and MS Dynamics. Companies can now effortlessly integrate their CRM with Financial Applications to streamline invoicing, process payments and automate revenue recognition — enhancing overall operational efficiency and financial accuracy.
The key to the InterWeave SmartTracks Program is the Solutions are Pre-configured with Standard CRM Objects. Each Edition includes real-time data synchronization, customizable workflows, and support for multiple integration directions. A complete, thoroughly tested Solution from day one. Custom Solutions are also available.
Pre-Configured for Salesforce + Sage X3
Standard Salesforce objects — Accounts, Contacts, Opportunities, Orders, and Products — are pre-mapped to Sage X3 entities including Customers, Jobs, Sales Orders, Invoices, Estimates, and the full AP transaction suite. X3's multi-site and multi-legislation architecture is fully supported.
Custom Solutions Available
If you need a complete custom solution beyond Standard Salesforce Objects, we deliver these every day. The SmartTracks edition is your starting point — bespoke field mapping, multi-site and multi-legislation workflows, and Sage X3 module-specific configurations are fully supported.
Sage X3 — Upper-Mid-Market & International ERP
Sage X3 is a comprehensive upper-mid-market ERP platform built for companies with complex international operations, multi-site manufacturing, and multi-legislation compliance requirements. Its web-based architecture supports global financial consolidation, advanced inventory, and full supply chain management. InterWeave's SmartTracks program delivers a pre-built, bi-directional AR/AP sync between Salesforce and Sage X3 — eliminating manual data re-entry and connecting your revenue pipeline directly to X3's financial engine in real time.
Multi-Site & Multi-Legislation
Sage X3 handles multiple legal entities, currencies, and tax legislations within a single deployment. InterWeave maps Salesforce data to the correct X3 site and legislation context automatically.
Manufacturing & Supply Chain
X3's advanced inventory, BOM, and production order modules are fully reachable via InterWeave's iObject layer — enabling quote-to-cash and procure-to-pay automation across your manufacturing operations.
Web Services API
InterWeave connects to Sage X3 via its native Web Services (SOAP/REST) interface — supporting both on-premise and cloud-hosted X3 deployments without requiring third-party middleware.
InterWeave SmartTracks Editions
Configurable Solutions between Salesforce and Sage Intacct, 100Cloud, Business Works, X3 & others.
Enterprise-tier pricing. Sage X3 SmartTracks are priced at an enterprise tier reflecting the depth and complexity of the X3 integration surface, multi-site architecture, and international ERP capabilities. Service charges are $4,500 (vs. $3,750 for QuickBooks editions).
- Full AR & AP feature set
- Standard Salesforce object mapping
- Real-time sync with Sage X3
- Configuration, Training & Support
- All Professional Edition features
- Multi-currency & multiple price books
- Multiple company files / sites
- Multi-Cloud Integration, Multiple Nodes
- Multiple Financial Applications integrated
- All Enterprise Edition features
- Journal Entry & Time Tracking
- COA integration via iObject
- Payment Gateway add-on available
- eCommerce & Inventory Management
Salesforce to Sage X3 — Feature Detail
Pre-configured Solutions covering all AR/AP transaction integration for you to choose from.
Professional Edition — AR/AP Objects
Standard Salesforce objects pre-mapped to Sage X3 entities. X3 labels mark Sage X3-specific transaction patterns.
Customer & Job Mapping
- Salesforce Account/Contact → Customer / Job X3
- Salesforce Person Accounts → Customer / Job X3
- Salesforce Account/Contact → Jobs X3
- Salesforce Products → Items
Transaction Integration
- Opportunity/Orders → Sales Orders X3
- Opportunity/Orders → Invoices
- Opportunity/Orders → Sales Receipts
- Opportunity/Orders → Estimates
- InterWeave iObject → Payments X3
- InterWeave iObject → Payment Received
- InterWeave iObject → Credit Memo
Operations & Monitoring
- Connection & Error Management and Monitoring
- Log Viewer
- Automatic email or IM notification if error detected
Vendor & Account Mapping
- Salesforce Account/Contact → Vendors
- Salesforce Products → Items
Transaction Integration
- Opportunity/Orders → Purchase Orders
- InterWeave iObject → Bills
- InterWeave iObject → Vendor Credits
- InterWeave iObject → Deposits
- InterWeave iObject → Checks
- InterWeave iObject → Credit Card Charge
- InterWeave iObject → Bill Payment
- InterWeave iObject → Statement Charges
Operations & Monitoring
- Connection & Error Management and Monitoring
- Log Viewer
- Automatic email or IM notification if error detected
Enterprise Edition
- Multi-currency & multiple price books
- Multiple company files / X3 sites
- Multi-Cloud Integration / Multiple Nodes
- Multiple Financial Applications integrated
Ultimate Edition
- iObject → Account (COA)
- iObject → Journal Entry
- iObject → Time Tracking
- Combination of Buttons and Flows
- Credit Card / ACH Payment Gateway (add-on)
- Custom Payment Portal (add-on)
- eCommerce Gateway / Inventory Management (add-on)
SmartTracks Service Charges
- Only Standard Objects in Salesforce integrated
- Two hours of Project Management included
- Up to three Zoom Meetings included
- No Additional Solutions selections
- Maximum of two InterWeave Profiles
- Configuration – 6 hours
- Training – 4 hours
- Support – 6 hours
SmartTracks Add-Ons
Payment Network Partners
Run Payments simplifies payment acceptance with essential tools. The Runverse integrates gateways, processors, and payment apps into a unified platform, supported by exceptional assistance.
Banks, fintechs, and software providers choose TransferMate for enhanced user experiences. Leveraging its technology and global banking, companies access improved rates and reconciliation.
Questions about SmartSolutions
Integration Technologies provides integration solutions and services that help connect and integrate assets across our customers' enterprise in real-time with the industry's most comprehensive SaaS Integration Platform — InterWeave, the SmartIntegration Platform for CRM.
InterWeave was designed for organizations with highly distributed operations, large partner/customer communities who need to share data and information transactions, and customers who require simple solutions for complex integration challenges. Fast, affordable, and tailored to meet our customers' needs — generating immediate business value and rapid ROI.
InterWeave is organized into three integration tenants:
- Financial Application Integration Cloud — Sage X3, Sage Intacct, Sage 100Cloud, QuickBooks, MS Dynamics, Oracle and more in a hub/spoke cloud model.
- Payment Processing Cloud — Real-time, scheduled and recurring payments with 49+ Merchant Service Providers.
- Multi-Cloud Integration — Integrate your CRM Solution with anything, anywhere, across any device.
Our customers have a choice of multiple Editions covering Financial Services Integration, Payment Integration, and Multi-Cloud Integration. Editions are feature-rich and extensible with available add-ons including Managed Hosting, Smart+ Support, and access to Financial Advisors. Nonprofit, education, and philanthropy organizations receive special discounts.
InterWeave has 28 Protocol Specific Connectors addressing over 90% of known protocol standards. For Sage X3 specifically, InterWeave connects via Sage X3's native Web Services interface (SOAP and REST) — supporting both on-premise and cloud-hosted X3 deployments. The connector handles X3's multi-site, multi-legislation, and multi-company architecture natively, including proper endpoint routing for distributed X3 environments.
Yes. InterWeave supports One to One, One to Many, Many to Many, and more. Our Franchise Edition allows customers to integrate Salesforce with over 28 Sage X3 company files or sites simultaneously — ideal for international organizations managing regional subsidiaries, manufacturing sites, or multi-legislation entities from a single Salesforce org.
InterWeave has integrated with over 48 ERP systems since 2006. Options include:
- Accounting → Salesforce → ERP seamless data pipeline with full validation
- Business Process and Workflow at entity level or executed in real-time
- Financial Management, HR, Inventory, Order & Supply Chain support