--- title: "JobBOSS² connector: setup and compatibility | Stacksync" description: "JobBOSS² integration guide: plan Customers and Invoices, record identity, setup, and compatibility." canonical: https://www.stacksync.com/connectors/jobboss2 last_modified: 2026-09-15 --- ERP · Two-way sync platform # JobBOSS² integration. > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md Connect your JobBOSS² workflow to the systems your business runs on. Work with a Stacksync engineer to confirm the connection and required operations, starting with Customers, Invoices and Vendors. Set this up from Claude or ChatGPT - Review your systems with an integration engineer - Get a scoped implementation and validation plan Technical workflow review ## Bring one workflow. Leave with a technical plan. An engineer will assess the required records, access method, and read/write operations before recommending an implementation. - **Customers** - **Quotes / Estimates** - **Jobs / Work Orders** **What to bring** Bring a sample record, the other system, and the change your team needs to automate. [Talk through your workflow](https://www.stacksync.com/book-a-demo?connector=jobboss2) ## Adopted by fast-scaling companies moving mission-critical data in real time - Gladia Case study - IDEXX - MedPro Migrated from MuleSoft - Eko Case study - Ubicloud - Vimeo - Codility Migrated from Celigo - ACERTUS Migrated from Heroku Connect - Syringa Migrated from Matillion - Truora - Streaam Case study - SEAL SQ - Rinsed Migrated from Fivetran - IA Capital Group Case study - Meter - Golden Pear Funding Migrated from Celigo Record types ## JobBOSS² records to discuss. These JobBOSS² record examples help scope a technical review. They are not a list of verified Stacksync operations. Customers Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. Quotes / Estimates Identify this record type and the operation you need to review with Stacksync. Jobs / Work Orders Identify this record type and the operation you need to review with Stacksync. ### See 3 more record examples Routings & Operations Identify this record type and the operation you need to review with Stacksync. Materials & Inventory Identify stock by product/variant, location, and any lot or serial dimension; a product ID alone is insufficient. Purchase Orders Retain purchase-order and line IDs together with the supplier and legal-entity context. Connection setup ## JobBOSS² connection requirements. Review JobBOSS² access and the operations your workflow needs with Stacksync. The vendor API reference below can help your administrator prepare for that discussion. ### Prepare access and scope for the engineering review - Identify the JobBOSS² account, edition, environment, and business objects the integration must access. - Confirm a Stacksync connector or implementation path for JobBOSS², including read/write support, authentication, and initial-load limits. Integration design ## Match records and fields for your JobBOSS² integration. Choose whether the integration moves master data, reports transactions, or creates an approved financial document. Preserve entity, currency, accounting period, and header/line references. Use these design questions to prepare a representative record and the business rules your integration must preserve. ### Explore record matching and field-mapping checks JobBOSS² **Source record ID** Keep the account and record type Record matching **Source ID ↔ destination ID** Link the same record across systems Selected destination **Destination record ID** Preserve its local key and rules *Conceptual identity model. Keep source and destination IDs linked so an update reaches the right record. Confirm the supported sync direction separately.* Match the same record in both systems Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. Load related records in the right order Resolve person or company type, legal entity, business role, and any billing account before transactions. ### Mapping checks by record type #### Customers Confirm object support with Stacksync Identity Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. Fields to consider Source customer ID · Person/company classification · Legal entity or business unit · Destination identity reference Related records to resolve first Resolve person or company type, legal entity, business role, and any billing account before transactions. Test before going live Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact. #### Invoices Confirm object support with Stacksync Identity Retain the invoice ID, issuer/legal entity, and original order reference; invoice numbers alone may overlap. Fields to consider Source invoice ID · Customer or supplier reference · Line totals · Currency · Posting/payment status Related records to resolve first Resolve the customer or supplier, account codes, tax, currency, and accounting period before posting. Test before going live Test a posted invoice, a partial payment, tax rounding, and a closed accounting period. Compare financial totals within the same entity and currency. #### Vendors Confirm object support with Stacksync Identity Use the supplier ID within its business entity; a supplier name may occur in several subsidiaries. Fields to consider Source supplier ID · Legal name · Entity reference · Payment terms · Active status Related records to resolve first Resolve business-unit and payment-term references before purchasing transactions. Test before going live Test a supplier shared across subsidiaries and an inactive supplier referenced by an open bill. #### Materials & Inventory Confirm object support with Stacksync Identity Identify stock by product/variant, location, and any lot or serial dimension; a product ID alone is insufficient. Fields to consider Product reference · Location reference · Quantity type · Quantity · As-of time Related records to resolve first Resolve product, unit, warehouse/location, and lot/serial references. Test before going live Test the same SKU in two locations, a reservation, and an older snapshot arriving late. #### Purchase Orders Confirm object support with Stacksync Identity Retain purchase-order and line IDs together with the supplier and legal-entity context. Fields to consider Source purchase-order ID · Supplier reference · Line references · Quantity · Approval status Related records to resolve first Resolve supplier, product, business unit, and delivery-location references before lines. Test before going live Test a partially received purchase order and an amendment after approval. #### Shipments Confirm object support with Stacksync Identity Retain shipment/fulfillment and line IDs, order reference, and carrier context. Fields to consider Source shipment ID · Order/line references · Carrier · Tracking reference · Fulfillment status Related records to resolve first Resolve order lines, delivery address, carrier, and any partial-fulfillment references. Test before going live Test split shipments, multiple tracking references, partial returns, and a carrier status arriving out of order. [Download the field-mapping workbook (CSV)](https://www.stacksync.com/downloads/sync-planning/field-mapping-workbook.csv) to capture the actual API fields, matching keys, owners, and test results. Use it as you build with your team or a Stacksync engineer. Setup and validation ## Validate the JobBOSS² integration in four steps. Reconcile totals within the same entity and currency. A repeated delivery does not post the same financial transaction twice. ### View the four setup tests and expected results 1. ### Verify JobBOSS² credentials and resource scope After confirming an implementation path, validate the selected access method with the intended account, region or workspace, and resource scope. Record the credential owner and renewal procedure, then demonstrate access to one selected object. **Expected result:** The selected resource is accessible through the approved credential, with the renewal and revocation procedure assigned to an owner. 2. ### Test record matching for Customers Using the implementation established in the compatibility review, preserve the selected source ID and resolve the required references. Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact. **Expected result:** Reconcile totals within the same entity and currency. A repeated delivery does not post the same financial transaction twice. 3. ### Test the operation your workflow needs Review one JobBOSS² record with a Stacksync engineer. Confirm how it should reach the other system, how often it must update, and whether your workflow needs reads, creates, or updates. Test those operations before expanding the integration. **Expected result:** The selected operation is confirmed, addresses the intended record, and exposes rejected values for repair. 4. ### Test recovery and name the support owner For the confirmed implementation, interrupt a non-production transfer and restore access. Establish whether recovery uses the current source state or a stored historical event, and verify that repeated delivery preserves record identity. **Expected result:** The records have the expected current values, repeated delivery creates no duplicate business record, and your team knows who handles unresolved errors. [Use the production-readiness checklist](https://www.stacksync.com/blog/two-way-sync-production-readiness-checklist) to record test results, assign support owners, and agree on when to go live. Troubleshooting ## Troubleshoot your JobBOSS² integration. ### Diagnose record matching, delayed changes, and rejected operations A JobBOSS² record appears under the wrong destination record Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. Resolve person or company type, legal entity, business role, and any billing account before transactions. Repair the ID relationship before repeating the operation. The first load looks correct but later results differ Confirm the selected JobBOSS² implementation’s change-detection method for Customers, Invoices and Vendors. Compare later changes with the original source rather than using a successful initial copy as evidence of ongoing capture. One operation succeeds while another is rejected Check the specific JobBOSS² object, field permissions, required references, and allowed operation. A successful read does not establish that a create, update, deletion, or business action is available. [Review retry, replay, and recovery behavior](https://www.stacksync.com/blog/two-way-sync-error-handling-retries-replay) before repeating an operation that may already have succeeded. [Review your JobBOSS² workflow with an engineer](https://www.stacksync.com/book-a-demo?connector=jobboss2) ## JobBOSS² integration guides - [checklist Two-Way Sync Production-Readiness Checklist](https://www.stacksync.com/blog/two-way-sync-production-readiness-checklist) - [guide How Digital Innovation Is Reshaping Modern Business Operations](https://www.stacksync.com/blog/how-digital-innovation-is-reshaping-modern-business-operations) FAQ ## JobBOSS² connector FAQ ### How should I plan an integration with JobBOSS²? Choose whether the integration moves master data, reports transactions, or creates an approved financial document. Preserve entity, currency, accounting period, and header/line references. Confirm the connection and read/write operations with Stacksync. Start with one workflow, agree on which fields each system owns, then test initial data, later changes, and recovery before expanding. ### Can the JobBOSS² connector write changes back? Write-back support is not established for this connection. Review the JobBOSS² records and fields you need with a Stacksync engineer, then test the required operation with a representative record. ### Which identifiers should I preserve for JobBOSS² data? Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. ### Which related records should I load first for JobBOSS²? Resolve person or company type, legal entity, business role, and any billing account before transactions. ### How do I validate JobBOSS² changes after the initial load? Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact. Reconcile totals within the same entity and currency. A repeated delivery does not post the same financial transaction twice. ### What should I include when estimating JobBOSS² integration costs? Estimate the number of Customers, Invoices and Vendors records, the history to load, ongoing changes, and required environments. Include API access, the integration service, destination storage or processing, and the work to maintain mappings and recover from errors. Review current provider pricing against that workload, including any account or API upgrades. AI assistant ## Set up JobBOSS² from Claude or ChatGPT Connect the Stacksync MCP server to your AI assistant, then ask for the sync in plain language. You only sign in; there is no code to write and no API key to paste. ### 1. Add the Stacksync MCP server Server URL `https://mcp.stacksync.com/mcp` #### In Claude 1. Open Customize → Connectors, select + Add, then Add custom connector. 2. Name it Stacksync and enter https://mcp.stacksync.com/mcp. 3. Select Connect, sign in to Stacksync and choose your workspace. #### In ChatGPT 1. Open Settings → Apps → Advanced settings and turn on Developer mode. 2. Select Create app, name it Stacksync, enter https://mcp.stacksync.com/mcp and choose OAuth. 3. Sign in to Stacksync, then enable Stacksync from the tools menu in a chat. ##### Set up Codex or Claude Code #### Codex ``` codex mcp add stacksync --url https://mcp.stacksync.com/mcp codex mcp login stacksync ``` Complete the browser sign-in with your Stacksync account, then start a new Codex session. #### Claude Code ``` claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp ``` Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. Then ask: “List my Stacksync workspaces.” Sign-in connects your assistant; it does not create a sync yet. Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI and other assistants: [setup steps in the docs](https://docs.stacksync.com/mcp). ### 2. Ask your assistant > Create a sync between my JobBOSS² and another app or database. #### Also from the same chat You can also ask for workflows and AI agents (Genies) that use JobBOSS². The assistant checks what each app supports, for example: - “Build a workflow that messages our team in Slack when a JobBOSS² record changes.” - “Create a Genie that answers questions about our JobBOSS² data in Slack.” #### What happens next - Signs you in with your Stacksync login (OAuth). No API key is pasted into the chat. - Gives you a secure sign-in link for each app it connects; you open it and sign in to that app. - Builds the sync with your permissions in Stacksync, nothing more. Turn on Ask before every change in the MCP settings to approve each change first. New to Stacksync? [Create an account](https://app.stacksync.com/signup) first, then sign in from your assistant. ## Explore JobBOSS² connections Choose the other system in your workflow. Each guide explains the connection options, available operations, field mapping, and setup checks for that pair. ### Start with these integration guides - [HubSpot and JobBOSS²](https://www.stacksync.com/integrations/hubspot-and-jobboss2) - [JobBOSS² and SAP](https://www.stacksync.com/integrations/jobboss2-and-sap) - [JobBOSS² and NetSuite](https://www.stacksync.com/integrations/jobboss2-and-netsuite) - [JobBOSS² and RavenDB](https://www.stacksync.com/integrations/jobboss2-and-ravendb) - [JobBOSS² and MySQL](https://www.stacksync.com/integrations/jobboss2-and-mysql) - [JobBOSS² and Salesforce](https://www.stacksync.com/integrations/jobboss2-and-salesforce) ### CRM · 2 - [JobBOSS² and HubSpot](https://www.stacksync.com/integrations/hubspot-and-jobboss2) - [JobBOSS² and Salesforce](https://www.stacksync.com/integrations/jobboss2-and-salesforce) ### ERP · 2 - [JobBOSS² and NetSuite](https://www.stacksync.com/integrations/jobboss2-and-netsuite) - [JobBOSS² and SAP](https://www.stacksync.com/integrations/jobboss2-and-sap) ### Database · 2 - [JobBOSS² and MySQL](https://www.stacksync.com/integrations/jobboss2-and-mysql) - [JobBOSS² and RavenDB](https://www.stacksync.com/integrations/jobboss2-and-ravendb) 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](https://www.stacksync.com/security) | | | | --- | --- | | | SOC 2 Type II | | | ISO 27001 | | | HIPAA BAA | | | GDPR | | | CCPA | | | 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](https://www.stacksync.com/security) [SSH Tunnelling](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ssh-tunneling) [SSL certificates](https://docs.stacksync.com/two-way-sync/connectors/postgres/authorize-postgres/amazon-rds/ensuring-secure-rds-connections-with-ssl-certificate) [IP Whitelisting](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ip-whitelisting) [VPN gateway](https://docs.stacksync.com/two-way-sync/legal/service-consumption-tables#:~:text=%E2%9C%93-,VPN%20gateway,-%2D) [VPC peering](https://www.stacksync.com/security) and more ## Connect the systems your business runs on. Build your next workflow with Stacksync. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)