Real-time
Two-way sync
Changes in Acumatica or Clari instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ CRM
Acumatica to Clari integration — real-time, two-way sync
Keep Acumatica and Clari in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Acumatica and Clari
Close the gap between front office and back office: Clari and Acumatica share customers and status in real time, in both directions.
Clari holds the customer relationship; Acumatica runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.
Stacksync syncs Forecast, Quota, Opportunities, Activity (Capture) in Clari with Shipments, Payments, Journal Transactions, Projects in Acumatica field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- 01 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.
- 02 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
- 03 Replicate journal transactions and financial data into a SQL database for reporting and consolidation.
- 04 Sync vendor bills from AP automation tools into Acumatica for approval and payment.
Common sync patterns
Where Acumatica handles order-to-cash: closed-won flows through
A deal won in Clari creates or updates the customer in Acumatica with clean data, so fulfillment and invoicing start without re-entry.
Where Acumatica is the finance system of record: money status on the account
Invoice and payment state from Acumatica shows on the account in Clari, so reps see balances before promising the next order.
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
What you can sync between Acumatica and Clari
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Acumatica objects | Clari objects | How this pairing syncs | |
|---|---|---|---|
| Payments Customer payment records reconciled against invoices from payment platforms. | 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. | Payments is specific to Acumatica and Opportunities to Clari — each maps to any object or custom field on the other side. | |
| Journal Transactions GL entries replicated into reporting databases. | Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. | Journal Transactions is specific to Acumatica and Activity (Capture) to Clari — each maps to any object or custom field on the other side. | |
| Projects Project cost and billing structures synced with delivery tools. | 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. | Projects is specific to Acumatica and Account field extensions to Clari — each maps to any object or custom field on the other side. | |
| Opportunities and Cases Built-in CRM records synced with external sales and support tools. | Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. | Opportunities and Cases is specific to Acumatica and Opportunity field extensions to Clari — each maps to any object or custom field on the other side. | |
| Customers AR master data synced with CRMs and billing tools. | Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. | Customers is specific to Acumatica and Audit Events to Clari — each maps to any object or custom field on the other side. | |
| Vendors Supplier records aligned with procurement and AP automation. | Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. | Vendors is specific to Acumatica and Forecast to Clari — each maps to any object or custom field on the other side. |
How changes propagate between Acumatica and Clari
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Acumatica Clari Sub-second propagation
DetectionAcumatica notifies Stacksync of record changes through webhook events. Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields.
DeliveryEach detected change is written to Clari through its API, with automatic retries and rate-limit backoff.
Clari Acumatica Interval-based propagation
DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).
DeliveryEach detected change is written to Acumatica through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
What ships with Acumatica ⇄ Clari
Connect Acumatica and Clari for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Acumatica–Clari connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Acumatica or 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 Acumatica or Clari record.
Observability
Monitoring
Track your Acumatica ⇄ Clari sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Acumatica and Clari.
How the Acumatica and Clari connectors work
Acumatica
- Integration surface
- Contract-based REST API (JSON over versioned endpoints), plus SOAP web services and OData access to Generic Inquiries
- Authentication
- OAuth 2.0 or cookie-based session login with Acumatica credentials
- Change detection
- Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields
- Capabilities
- read · write · webhooks
Clari
- Integration surface
- 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.
- Capabilities
- read · write
- 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.
How it works
How to connect Acumatica to Clari — three steps, no code
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.
- 01
Connect your apps
Authenticate Acumatica and Clari with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Acumatica
connected
Clari
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Acumatica and Clari objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Acumatica ⇄ ClariCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Acumatica ClariCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Acumatica and Clari integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Acumatica and Clari: authenticate both systems, choose the objects to sync (such as Acumatica's Payments and Journal Transactions), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Acumatica and Clari records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Acumatica and Clari connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Acumatica–Clari integration in-house.
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Yes — Stacksync ships production-grade connectors for both Acumatica and Clari. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Acumatica: Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields. On Clari: 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. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Clari side: Forecast, Quota, Opportunities, Activity (Capture), plus custom fields where Clari exposes them. On the Acumatica side: Shipments, Payments, Journal Transactions, Projects. Stacksync auto-detects both schemas and converts types between the two systems.
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.
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:
Related integrations
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