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CRM ⇄ ERP

Affinity to Unleashed Software integration — real-time, two-way sync

Keep Affinity and Unleashed Software 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
  • POC with real engineers in minutes

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

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Why teams connect Affinity and Unleashed Software

Close the gap between front office and back office: Affinity and Unleashed Software share customers and status in real time, in both directions.

Affinity holds the customer relationship; Unleashed Software 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 Organizations, Opportunities, Field Values, Notes in Affinity with Invoices, Products, Stock On Hand, Sales Orders in Unleashed Software 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 Keep introductions and relationship data from Affinity aligned with outreach tools used by the team.
  • 02 Sync notes and reminders into project or task systems used outside the deal team.
  • 03 Sync Customers bi-directionally with a CRM so credit terms and delivery addresses match everywhere.
  • 04 Sync Stock On Hand into an ecommerce platform or CRM so quotes and listings reflect real availability.

Common sync patterns

Where Unleashed Software is the finance system of record: money status on the account

Invoice and payment state from Unleashed Software shows on the account in Affinity, 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.

Where Unleashed Software manages people and org data: keep Affinity aligned

Owners, territories, and org structure informed by Unleashed Software stay current in Affinity.

What you can sync between Affinity and Unleashed Software

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.

Affinity objects Unleashed Software objects How this pairing syncs
Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. Sales Orders Outbound orders with lines, status, and fulfillment detail; a common write target from storefronts and CRMs. Persons is specific to Affinity and Sales Orders to Unleashed Software — each maps to any object or custom field on the other side.
Organizations Company records matched to accounts in other systems by domain. Purchase Orders Inbound supply orders synced for procurement visibility. Organizations is specific to Affinity and Purchase Orders to Unleashed Software — each maps to any object or custom field on the other side.
Opportunities Deal records tracked on lists and synced with pipeline reporting. Customers Buyer records with pricing tiers and delivery addresses. Opportunities is specific to Affinity and Customers to Unleashed Software — each maps to any object or custom field on the other side.
Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. Suppliers Vendor records referenced on purchase orders. Field Values is specific to Affinity and Suppliers to Unleashed Software — each maps to any object or custom field on the other side.
Notes Meeting and call notes synced for record-keeping in other systems. Warehouses Stock locations that scope inventory quantities and order fulfillment. Notes is specific to Affinity and Warehouses to Unleashed Software — each maps to any object or custom field on the other side.
Interactions Automatically captured emails and meetings, read for activity reporting. Stock Adjustments Manual quantity or value corrections synced for audit and reporting. Interactions is specific to Affinity and Stock Adjustments to Unleashed Software — each maps to any object or custom field on the other side.

How changes propagate between Affinity and Unleashed Software

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.

Affinity Unleashed Software Sub-second propagation

DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.

DeliveryEach detected change is written to Unleashed Software through its API, with automatic retries and rate-limit backoff.

Unleashed Software Affinity Interval-based propagation

DetectionStacksync polls Unleashed Software for changes on an incremental schedule, reading only records changed since the previous pass. Polling with modified-date filters on list endpoints.

DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Affinity: Subject to the platform's published API rate limits.
  • Unleashed Software: Subject to the platform's API rate limits; paginate list endpoints and batch where possible.
What ships with Affinity ⇄ Unleashed Software

Connect Affinity and Unleashed Software for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Affinity or Unleashed Software instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Affinity or Unleashed Software 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 Affinity or Unleashed Software record.

Observability

Monitoring

Track your Affinity ⇄ Unleashed Software sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Affinity and Unleashed Software.

How the Affinity and Unleashed Software connectors work

Affinity

Integration surface
REST API
Authentication
API key
Change detection
Webhook subscriptions for record events, supplemented by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits

Unleashed Software

Integration surface
REST API
Authentication
API ID plus API key, with each request signed using an HMAC-SHA256 of the query string
Change detection
Polling with modified-date filters on list endpoints
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; paginate list endpoints and batch where possible.
How it works

How to connect Affinity to Unleashed Software — 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.

  1. 01

    Connect your apps

    Authenticate Affinity and Unleashed Software with each platform's 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
    Affinity connected
    Unleashed Software connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Affinity and Unleashed Software 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Affinity ⇄ Unleashed Software
    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
    Affinity Unleashed Software
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Affinity and Unleashed Software integration FAQ

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
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

Related integrations

Every pair below is a real-time, two-way sync. Search all 415 integrations available for Affinity and Unleashed Software.

Popular · 5 of 415
All Affinity integrations All Unleashed Software integrations Browse all integrations
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