ERP & Inventory
Connect Sage X3
The B2B quoting layer for your Sage X3 ERP.
Overview
Sage X3 + TackQuote
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.
TackQuote connects to Sage X3 via its web services using a service account. Products refresh every two hours; sales orders are pushed on acceptance.
Before you start
What you'll need
- 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
Setup
How to connect Sage X3
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.
Capabilities
What you get
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.
FAQ
Sage X3 questions
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.