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Sage 300 CRE + HubSpot Integration
Sage 300 Construction and Real Estate (Sage 300 CRE) is accounting and job cost software for contractors and real estate companies. Our integration brings customers, contacts, orders and job history from Sage 300 CRE into HubSpot, so sales and service teams see the full customer relationship without logging into the accounting system.Method: scheduled secure file transfer (SFTP) through Karana; Sage 300 CRE exports data with a macro maintained on the customer side, and Karana transforms the files and updates HubSpot, with a Windows utility available for transformation when needed.
Scope: historical migration of companies, contacts, orders, line items and notes from Sage 300 CRE into HubSpot, followed by an ongoing scheduled sync that keeps customer and order data current; field mapping agreed before the build.
In plain terms: Sage 300 CRE is where contractors manage accounting and job costs. We connect it to HubSpot so customers, contacts and order history from Sage appear in the CRM, which gives sales and service teams the full picture of each customer and keeps it up to date on a schedule.
- ERP
- Migration & sync
Planning a Sage 300 CRE + HubSpot integration?
Tell us which customer, job and order data your team needs from Sage 300 CRE. We'll recommend the right sync method, frequency and data model.
Bppk a Call
Tell us which customer, job and order data your team needs from Sage 300 CRE. We'll recommend the right sync method, frequency and data model.
Bppk a Call
Data Sync Objects
| HubSpot Object | Sage 300 CRE Object | Direction |
|---|---|---|
| Companies | Customer | External → HubSpot |
| Contacts | Customer contact | External → HubSpot |
| Deals or custom object | Order / job | External → HubSpot |
| Line Items | Order lines | External → HubSpot |
| Notes | Customer and order notes | External → HubSpot |
Use Cases
Full Customer History in the CRM
Customers, contacts, orders and notes from Sage 300 CRE are migrated into HubSpot, so the team starts with complete history from day one.
Sage 300 CRE → HubSpot (historical migration)Current Order Data for Sales and Service
A scheduled sync keeps customer and order information in HubSpot up to date, so reps and service staff do not need to check the accounting system.
Sage 300 CRE → Karana → HubSpotTargeting by Job and Order History
Marketing builds lists and campaigns based on what customers have ordered and when, using data that originates in Sage 300 CRE.
Sage 300 CRE Orders → HubSpot Lists → CampaignsFeatures
- Historical migration from Sage 300 CRE
- Companies and contacts in HubSpot
- Orders and line items
- Customer and order notes
- Scheduled secure file transfer
- Karana with customer-side export macro
Frequently Asked Questions
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How does the Sage 300 CRE HubSpot integration work?
Sage 300 Construction and Real Estate is accounting and job cost software for contractors. We connect it to HubSpot through Karana, our integration platform. Data is exported from Sage 300 CRE to a secure file location on a schedule, and Karana transforms the files and updates the matching records in HubSpot. Before the ongoing sync starts, historical data is migrated so HubSpot begins with the full customer history.
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What data can I sync between Sage 300 CRE and HubSpot?
A typical setup brings customers into HubSpot as companies, their contacts as contacts, and orders or jobs with their line items and notes. The exact objects and fields, and whether orders are stored as deals or as a custom object, are confirmed in a field mapping document before the build.
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Why use a file-based integration for Sage 300 CRE?
Sage 300 CRE is often installed on the company's own servers, where a direct cloud connection is difficult or not allowed. A scheduled file export keeps control of the data with the team that owns Sage, works within existing security rules and is usually faster and less expensive to set up than a custom API build.
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How often is the data updated?
Updates run on a schedule that you choose, most often daily. The schedule can be adjusted to run more often if sales or service teams need fresher information from Sage 300 CRE.
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Can the integration be customized to our Sage 300 CRE setup?
Yes. Which data is exported, how customers are matched to existing HubSpot records, how orders and jobs are modeled, how much history is migrated and how often the sync runs are all scoped to your process. We document the design, test it before go-live, and monitor and maintain the integration on Karana after launch.