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CRM

Connect Clari to any app with two-way sync.

Two-way sync Clari across all your CRMs, databases, data warehouses, EDI systems, and AI tools, with custom workflows tailored to your data.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Object catalog

What Stacksync syncs in Clari.

These objects sync between Clari and any connected system, with field-level mapping and conflict resolution. Custom fields are picked up from the live schema where Clari exposes them.

Forecast
Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only.
Quota
Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting.
Opportunities
Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on.
Activity (Capture)
Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs.
Account field extensions
External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey.
Opportunity field extensions
Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files.
Audit Events
User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance.
API surface

How Stacksync connects to Clari.

The connector runs on Clari's native API. Stacksync manages authentication, rate limits, retries, and schema changes so your team does not maintain integration code.

Connection
REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
Authentication
API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
Change detection
Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
Rate limits
Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.

Sync directions

  • Read Supported
  • Write Supported
  • Change data capture Not available
  • Webhooks Not available
What ships with Clari

Connect Clari for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every connection.

Real-time

Two-way sync

Changes in Clari instantly reflect across connected systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Clari record.

Observability

Monitoring

Track your Clari sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions.

Use cases

What teams run on the Clari connector.

Clari is the revenue operations and forecasting platform owned by RevOps, sales operations, and revenue leadership. It sits on top of the CRM (usually Salesforce), pulling opportunities, activity, quota, and forecast submissions into weekly forecast calls, pipeline analytics, and attainment reporting. It is a system of engagement for the forecast process rather than the opportunity system of record. Its lasting value is the submitted forecast calls, manager adjustments, and Capture activity that live only in Clari and nowhere in the CRM.

  • RevOps
  • Sales operations
  • Revenue analytics / BI
  • Revenue leadership
  • Data engineering

  1. Export Forecast and Quota data per fiscal quarter into Snowflake or Postgres so RevOps can trend attainment and forecast accuracy against the warehouse.

  2. Pull Activity (Capture) meetings and emails, mapped to their accounts and opportunities, into a database for coverage and engagement analysis.

  3. Write warehouse-computed health scores and usage metrics onto Clari Opportunity records as field extensions via the ingest API so deal reviews show product signals.

  4. Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.

  5. Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.

  6. Export Forecast and Quota by fiscal quarter into Snowflake so finance and RevOps can reconcile Clari submitted forecast calls and adjustments against actuals — data that lives only in Clari, not the CRM.

All Clari integrations

Pick the system you need to keep in sync with Clari. Each page covers the sync setup, field mapping, and common workflows for that pair.

CRM · 31

ERP · 24

Database · 12

Data warehouse · 8

Business productivity · 31

Accounting and finance · 13

How it works

Set up Clari in minutes, without APIs.

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Clari with its native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Clari connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Clari objects to sync — Stacksync auto-detects the schema, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Clari
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Clari database
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Clari connector FAQ

What can I sync with the Clari connector?

Clari's core objects — Forecast, Quota, Opportunities, Activity (Capture) and custom fields — can sync with any of 302 other systems. Every integration is real-time and bidirectional, with field-level mapping and conflict resolution.

How does Stacksync connect to Clari?

Via REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity, authenticated with API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password. Changes are detected as follows — polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.. Stacksync manages rate limits, retries, and schema changes automatically.

Is the Clari connector two-way?

Yes. Changes made in Clari propagate to the connected system and vice versa, in milliseconds. One-way flows are also supported when a direction should stay read-only.

How long does a Clari integration take to set up?

Most Clari integrations go live in minutes: authenticate Clari and the other system, pick objects and fields, and enable the sync. No code and no infrastructure to manage.

Is Clari data secure in transit?

Stacksync is SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant. Clari data is encrypted in transit, and a zero-persistent-storage architecture means records are not retained after a sync operation.

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more
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