--- title: "Salesmate connector: setup and compatibility | Stacksync" description: "Salesmate integration guide: plan Companies and Contacts, record identity, setup, and compatibility." canonical: https://www.stacksync.com/connectors/salesmate last_modified: 2026-09-15 --- CRM · Two-way sync platform # Salesmate 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 Salesmate workflow to the systems your business runs on. Work with a Stacksync engineer to confirm the connection and required operations, starting with Companies, Contacts and Deals. 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. - **Contacts** - **Companies** - **Deals** **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=salesmate) ## 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 ## Salesmate records to discuss. These Salesmate record examples help scope a technical review. They are not a list of verified Stacksync operations. Contacts Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key. Companies Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient. Deals Keep the opportunity/deal ID separate from any later order or invoice ID. ### See 3 more record examples Activities Keep the source event ID, source system, occurrence time, and ingestion time. Use an explicit duplicate-detection key. Pipelines and Stages Identify this record type and the operation you need to review with Stacksync. Products Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys. Connection setup ## Salesmate connection requirements. Review Salesmate 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 Salesmate account, edition, environment, and business objects the integration must access. - Confirm a Stacksync connector or implementation path for Salesmate, including read/write support, authentication, and initial-load limits. Integration design ## Match records and fields for your Salesmate integration. Choose the owner of customer details, qualification, and commercial status separately. A customer update, a won deal, and an approved order represent different business decisions. Use these design questions to prepare a representative record and the business rules your integration must preserve. ### Explore record matching and field-mapping checks Salesmate **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 Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient. Load related records in the right order Resolve parent organizations, business units, and currency references before dependent transactions. ### Mapping checks by record type #### Companies Confirm object support with Stacksync Identity Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient. Fields to consider Source record ID · Legal or display name · Business-unit reference · Lifecycle status Related records to resolve first Resolve parent organizations, business units, and currency references before dependent transactions. Test before going live Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only. #### Contacts Confirm object support with Stacksync Identity Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key. Fields to consider Source person ID · Display name · Email address · Organization reference · Consent state Related records to resolve first Resolve the organization relationship and any owner or consent references required by the destination. Test before going live Test an email change, two records sharing an email, and a person associated with multiple organizations. #### Deals Confirm object support with Stacksync Identity Keep the opportunity/deal ID separate from any later order or invoice ID. Fields to consider Source deal ID · Stage · Amount and currency · Expected close date · Company reference Related records to resolve first Map the customer and sales pipeline before the opportunity; map stage values deliberately. Test before going live Test a reopened won deal, a stage with no destination equivalent, and an amount using a different currency. #### Products Confirm object support with Stacksync Identity Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys. Fields to consider Source product ID · SKU or variant reference · Description · Unit of measure · Price-list reference Related records to resolve first Resolve units, variants, categories, and applicable price lists before order lines. Test before going live Test two variants of one product, a changed SKU, and a price that applies to only one market or currency. #### Activities Confirm object support with Stacksync Identity Keep the source event ID, source system, occurrence time, and ingestion time. Use an explicit duplicate-detection key. Fields to consider Source event ID · Event type · Occurred-at time · Related record ID · Payload version Related records to resolve first Resolve the related customer, user, or transaction identity without assuming the event ID is the entity ID. Test before going live Deliver the same event twice, then an older event after a newer one; verify duplicate and ordering behavior. #### Users Confirm object support with Stacksync Identity Use the immutable user ID within the tenant or directory. Do not equate an application user with a CRM customer contact. Fields to consider Source user ID · Tenant reference · Account status · Group references Related records to resolve first Resolve tenant and group references and establish a protected administrative-account policy. Test before going live Test a renamed login, disabled account, missing group, and a user existing in two tenants. [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 Salesmate integration in four steps. A changed contact detail updates the existing person; a sales-state change reaches only the downstream process approved to act on it. ### View the four setup tests and expected results 1. ### Verify Salesmate 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 Companies Using the implementation established in the compatibility review, preserve the selected source ID and resolve the required references. Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only. **Expected result:** A changed contact detail updates the existing person; a sales-state change reaches only the downstream process approved to act on it. 3. ### Test the operation your workflow needs Review one Salesmate 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 Salesmate integration. ### Diagnose record matching, delayed changes, and rejected operations A Salesmate record appears under the wrong destination record Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient. Resolve parent organizations, business units, and currency references before dependent transactions. Repair the ID relationship before repeating the operation. The first load looks correct but later results differ Confirm the selected Salesmate implementation’s change-detection method for Companies, Contacts and Deals. 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 Salesmate 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 Salesmate workflow with an engineer](https://www.stacksync.com/book-a-demo?connector=salesmate) ## Salesmate 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 ## Salesmate connector FAQ ### How should I plan an integration with Salesmate? Choose the owner of customer details, qualification, and commercial status separately. A customer update, a won deal, and an approved order represent different business decisions. 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 Salesmate connector write changes back? Write-back support is not established for this connection. Review the Salesmate records and fields you need with a Stacksync engineer, then test the required operation with a representative record. ### Which identifiers should I preserve for Salesmate data? Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient. ### Which related records should I load first for Salesmate? Resolve parent organizations, business units, and currency references before dependent transactions. ### How do I validate Salesmate changes after the initial load? Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only. A changed contact detail updates the existing person; a sales-state change reaches only the downstream process approved to act on it. ### What will we cover in a Salesmate integration demo? Start with one workflow and a sample record from Companies, Contacts and Deals. We can review how to identify the record, connect related data, set the update direction, and test recovery. Include the person who owns the source system and anyone who will maintain the integration; you do not need a finished requirements document. AI assistant ## Set up Salesmate 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 Salesmate and another app or database. #### Also from the same chat You can also ask for workflows and AI agents (Genies) that use Salesmate. The assistant checks what each app supports, for example: - “Build a workflow that messages our team in Slack when a Salesmate record changes.” - “Create a Genie that answers questions about our Salesmate 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 Salesmate 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 - [Rockset and Salesmate](https://www.stacksync.com/integrations/rockset-and-salesmate) - [Körber WMS and Salesmate](https://www.stacksync.com/integrations/korber-wms-and-salesmate) - [Amazon Redshift and Salesmate](https://www.stacksync.com/integrations/amazon-redshift-and-salesmate) - [Databricks and Salesmate](https://www.stacksync.com/integrations/databricks-and-salesmate) - [Salesforce and Salesmate](https://www.stacksync.com/integrations/salesforce-and-salesmate) - [Salesmate and Stripe](https://www.stacksync.com/integrations/salesmate-and-stripe) - [Campfire and Salesmate](https://www.stacksync.com/integrations/campfire-and-salesmate) - [Microsoft Dynamics 365 and Salesmate](https://www.stacksync.com/integrations/microsoft-dynamics-365-and-salesmate) ### CRM · 1 - [Salesmate and Salesforce](https://www.stacksync.com/integrations/salesforce-and-salesmate) ### ERP · 2 - [Salesmate and Körber WMS](https://www.stacksync.com/integrations/korber-wms-and-salesmate) - [Salesmate and NetSuite](https://www.stacksync.com/integrations/netsuite-and-salesmate) ### Database · 1 - [Salesmate and MySQL](https://www.stacksync.com/integrations/mysql-and-salesmate) ### Data warehouse · 3 - [Salesmate and Amazon Redshift](https://www.stacksync.com/integrations/amazon-redshift-and-salesmate) - [Salesmate and Databricks](https://www.stacksync.com/integrations/databricks-and-salesmate) - [Salesmate and Rockset](https://www.stacksync.com/integrations/rockset-and-salesmate) ### Business productivity · 2 - [Salesmate and Campfire](https://www.stacksync.com/integrations/campfire-and-salesmate) - [Salesmate and Microsoft Dynamics 365](https://www.stacksync.com/integrations/microsoft-dynamics-365-and-salesmate) ### Accounting and finance · 1 - [Salesmate and Stripe](https://www.stacksync.com/integrations/salesmate-and-stripe) 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. 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