--- title: "Visibility ERP connector | Stacksync" description: "Visibility ERP integration guide: plan Customers and Bills of Material, record identity, setup, and compatibility." canonical: https://www.stacksync.com/connectors/visibility-erp last_modified: 2026-09-15 --- ERP · Two-way sync platform # Visibility ERP 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 Visibility ERP workflow to the systems your business runs on. Work with a Stacksync engineer to confirm the connection and required operations, starting with Customers, Bills of Material 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** - **Vendors** - **Parts and Items** **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=visibility-erp) ## 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 ## Visibility ERP records to discuss. These Visibility ERP 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. Vendors Use the supplier ID within its business entity; a supplier name may occur in several subsidiaries. Parts and Items Identify this record type and the operation you need to review with Stacksync. ### See 3 more record examples Bills of Material Retain the supplier-bill ID, supplier, legal entity, and document reference; distinguish it from a customer invoice. Projects Keep the project ID and organization/workspace context; a project title is not a stable key. Work Orders Identify this record type and the operation you need to review with Stacksync. Connection setup ## Visibility ERP connection requirements. Review Visibility ERP 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 Visibility ERP account, edition, environment, and business objects the integration must access. - Confirm a Stacksync connector or implementation path for Visibility ERP, including read/write support, authentication, and initial-load limits. Integration design ## Match records and fields for your Visibility ERP 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 Visibility ERP **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. #### Bills of Material Confirm object support with Stacksync Identity Retain the supplier-bill ID, supplier, legal entity, and document reference; distinguish it from a customer invoice. Fields to consider Source bill ID · Supplier reference · Entity · Line amounts and currency · Approval/posting state Related records to resolve first Resolve supplier, expense/account codes, entity, currency, and accounting period before bill lines. Test before going live Test a duplicate supplier document number in another entity, a partially paid bill, and a closed period. #### 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. #### Projects Confirm object support with Stacksync Identity Keep the project ID and organization/workspace context; a project title is not a stable key. Fields to consider Source project ID · Workspace reference · Name · Owner · Lifecycle status Related records to resolve first Resolve workspace, owner, and any customer or budget references. Test before going live Test duplicate project names in different workspaces and an archived project with open tasks. #### Sales Orders Confirm object support with Stacksync Identity Preserve both the order ID and stable line IDs. Allow one order to relate to several shipments or invoices. Fields to consider Source order ID · Customer reference · Line references and quantities · Order status · Currency Related records to resolve first Create or locate the customer and products first; resolve taxes, currency, and fulfillment references. Test before going live Test a multi-line order, a partial cancellation, and two partial shipments. Compare line totals as well as the header. #### 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. [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 Visibility ERP 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 Visibility ERP connectivity and database privileges After confirming an implementation path, validate the selected access method from the integration network to the intended host, database, and schema. Have the administrator demonstrate the permissions required for both the first read and later change capture. **Expected result:** The approved role can access the selected data and capture later changes without depending on an administrator’s personal session. 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 Visibility ERP 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 Visibility ERP integration. ### Diagnose record matching, delayed changes, and rejected operations A Visibility ERP 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 Visibility ERP implementation’s change-detection method for Customers, Bills of Material 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 Visibility ERP 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 Visibility ERP workflow with an engineer](https://www.stacksync.com/book-a-demo?connector=visibility-erp) ## Visibility ERP 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 ## Visibility ERP connector FAQ ### How should I plan an integration with Visibility ERP? 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 Visibility ERP connector write changes back? Write-back support is not established for this connection. Review the Visibility ERP records and fields you need with a Stacksync engineer, then test the required operation with a representative record. ### Which identifiers should I preserve for Visibility ERP 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 Visibility ERP? Resolve person or company type, legal entity, business role, and any billing account before transactions. ### How do I validate Visibility ERP 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 will we cover in a Visibility ERP integration demo? Start with one workflow and a sample record from Customers, Bills of Material and Vendors. 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 Visibility ERP 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 Visibility ERP and another app or database. #### Also from the same chat You can also ask for workflows and AI agents (Genies) that use Visibility ERP. The assistant checks what each app supports, for example: - “Build a workflow that messages our team in Slack when a Visibility ERP record changes.” - “Create a Genie that answers questions about our Visibility ERP 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 Visibility ERP 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 Visibility ERP](https://www.stacksync.com/integrations/rockset-and-visibility-erp) - [Google Sheets and Visibility ERP](https://www.stacksync.com/integrations/google-sheets-and-visibility-erp) - [IBM AS/400 and Visibility ERP](https://www.stacksync.com/integrations/ibm-as400-and-visibility-erp) - [Attio and Visibility ERP](https://www.stacksync.com/integrations/attio-and-visibility-erp) - [SAP Business One and Visibility ERP](https://www.stacksync.com/integrations/sap-business-one-and-visibility-erp) - [Campfire and Visibility ERP](https://www.stacksync.com/integrations/campfire-and-visibility-erp) - [Supabase and Visibility ERP](https://www.stacksync.com/integrations/supabase-and-visibility-erp) - [Apollo.io and Visibility ERP](https://www.stacksync.com/integrations/apollo-io-and-visibility-erp) ### CRM · 5 - [Visibility ERP and Apollo.io](https://www.stacksync.com/integrations/apollo-io-and-visibility-erp) - [Visibility ERP and Attio](https://www.stacksync.com/integrations/attio-and-visibility-erp) - [Visibility ERP and Copper CRM](https://www.stacksync.com/integrations/copper-crm-and-visibility-erp) - [Visibility ERP and Outreach](https://www.stacksync.com/integrations/outreach-and-visibility-erp) - [Visibility ERP and Zoho CRM](https://www.stacksync.com/integrations/visibility-erp-and-zoho-crm) ### ERP · 8 - [Visibility ERP and Blue Yonder WMS](https://www.stacksync.com/integrations/blue-yonder-wms-and-visibility-erp) - [Visibility ERP and Linnworks](https://www.stacksync.com/integrations/linnworks-and-visibility-erp) - [Visibility ERP and Logiwa WMS](https://www.stacksync.com/integrations/logiwa-wms-and-visibility-erp) - [Visibility ERP and NetSuite](https://www.stacksync.com/integrations/netsuite-and-visibility-erp) - [Visibility ERP and Oracle Fusion ERP](https://www.stacksync.com/integrations/oracle-fusion-erp-and-visibility-erp) - [Visibility ERP and SAP](https://www.stacksync.com/integrations/sap-and-visibility-erp) - [Visibility ERP and SAP Business ByDesign](https://www.stacksync.com/integrations/sap-business-bydesign-and-visibility-erp) - [Visibility ERP and SAP Business One](https://www.stacksync.com/integrations/sap-business-one-and-visibility-erp) ### Database · 6 - [Visibility ERP and IBM AS/400](https://www.stacksync.com/integrations/ibm-as400-and-visibility-erp) - [Visibility ERP and InterSystems IRIS](https://www.stacksync.com/integrations/intersystems-iris-and-visibility-erp) - [Visibility ERP and MongoDB](https://www.stacksync.com/integrations/mongodb-and-visibility-erp) - [Visibility ERP and MySQL](https://www.stacksync.com/integrations/mysql-and-visibility-erp) - [Visibility ERP and Scaleway Postgres](https://www.stacksync.com/integrations/scaleway-postgres-and-visibility-erp) - [Visibility ERP and Supabase](https://www.stacksync.com/integrations/supabase-and-visibility-erp) ### Data warehouse · 1 - [Visibility ERP and Rockset](https://www.stacksync.com/integrations/rockset-and-visibility-erp) ### Business productivity · 3 - [Visibility ERP and Amazon Seller Central](https://www.stacksync.com/integrations/amazon-seller-central-and-visibility-erp) - [Visibility ERP and Campfire](https://www.stacksync.com/integrations/campfire-and-visibility-erp) - [Visibility ERP and Google Sheets](https://www.stacksync.com/integrations/google-sheets-and-visibility-erp) ### Accounting and finance · 1 - [Visibility ERP and Stripe](https://www.stacksync.com/integrations/stripe-and-visibility-erp) SECURITY ## Security teams trust Stacksync As a data company, we understand the importance of keeping your data secure. 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