Real-time
Two-way sync
Changes in Affinity or Zuora instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Affinity to Zuora integration — real-time, two-way sync
Keep Affinity and Zuora 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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Migrated from Celigo
Why teams connect Affinity and Zuora
Sync customers, invoices, and payment status between Zuora and Affinity in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Affinity knows the relationship: who the contacts are and what is in motion with the account. Zuora knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Payment, Usage, Order and Amendment, Account (Billing Account) in Zuora to Persons, Organizations, Opportunities, Field Values in Affinity with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- 01 Master the Product Catalog (Products and Product Rate Plans) in a database or PIM and write pricing changes into Zuora.
- 02 Stream metered Usage records from a warehouse or metering pipeline into Zuora so consumption-based charges are rated on the correct Rate Plan.
- 03 Sync notes and reminders into project or task systems used outside the deal team.
- 04 Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
Common sync patterns
Payment status on the account
Invoice and payment status from Zuora appears on the account in Affinity, so reps see overdue balances before they promise the next order.
Billing detail changes flow back
When a contact or address is corrected in Affinity, Zuora gets the update before the next invoice goes out.
Collections with context
Finance sees the account owner and relationship history from Affinity when chasing a balance, and sales sees that the chase is happening.
What you can sync between Affinity and Zuora
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 | Zuora objects | How this pairing syncs | |
|---|---|---|---|
| Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. | Payment Payment and refund transactions applied against invoices; read for cash application, dunning, and reconciliation reporting in the warehouse. | Persons is specific to Affinity and Payment to Zuora — each maps to any object or custom field on the other side. | |
| Organizations Company records matched to accounts in other systems by domain. | Usage Metered consumption records; written into Zuora from a metering or warehouse pipeline so consumption-based charges are rated and invoiced. | Organizations is specific to Affinity and Usage to Zuora — each maps to any object or custom field on the other side. | |
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Order and Amendment Records of subscription create and change actions; written to Zuora to drive quote-to-cash and read for subscription change history. | Opportunities is specific to Affinity and Order and Amendment to Zuora — 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. | Account (Billing Account) The customer billing entity holding contacts, payment methods, and billing settings; synced two-way as the parent record most other Zuora objects hang off. | Field Values is specific to Affinity and Account (Billing Account) to Zuora — each maps to any object or custom field on the other side. | |
| Notes Meeting and call notes synced for record-keeping in other systems. | Subscription Recurring or usage-based subscription tied to an Account; read for revenue state and written when provisioning or changing plans from a CRM or app. | Notes is specific to Affinity and Subscription to Zuora — each maps to any object or custom field on the other side. | |
| Interactions Automatically captured emails and meetings, read for activity reporting. | Rate Plan and Rate Plan Charge The priced components inside a Subscription; synced so charge amounts, quantities, and effective dates stay aligned with the source system. | Interactions is specific to Affinity and Rate Plan and Rate Plan Charge to Zuora — each maps to any object or custom field on the other side. |
How changes propagate between Affinity and Zuora
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 Zuora 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 Zuora through its API, with automatic retries and rate-limit backoff.
Zuora Affinity Sub-second propagation
DetectionZuora notifies Stacksync of record changes through webhook events. Incremental extraction on the indexed UpdatedDate column via ZOQL/AQuA stateful mode (high-water mark), plus Callout Notifications (webhooks) for.
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.
- Zuora: Concurrency limits: 40 concurrent requests by default, 80 for Object Queries, 200 for high-volume operations (doubled for Performance Booster); HTTP 429 on breach with exponential backoff; OAuth token endpoint is not bound by the limit.
What ships with Affinity ⇄ Zuora
Connect Affinity and Zuora for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Zuora connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Zuora 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 Zuora record.
Observability
Monitoring
Track your Affinity ⇄ Zuora 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 Zuora.
How the Affinity and Zuora 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
Zuora
- Integration surface
- REST API (v1) with Object Query, Data Query, and AQuA bulk export; legacy SOAP API also available
- Authentication
- OAuth 2.0 client credentials (bearer token, 3600s expiry); access is governed by the Zuora role of the OAuth client's associated user, with no granular scopes
- Change detection
- Incremental extraction on the indexed UpdatedDate column via ZOQL/AQuA stateful mode (high-water mark), plus Callout Notifications (webhooks) for event-driven changes
- Capabilities
- read · write · webhooks
- Rate limits
- Concurrency limits: 40 concurrent requests by default, 80 for Object Queries, 200 for high-volume operations (doubled for Performance Booster); HTTP 429 on breach with exponential backoff; OAuth token endpoint is not bound by the limit.
How it works
How to connect Affinity to Zuora — 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 Affinity and Zuora with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Affinity
connected
Zuora
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Zuora 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 · Affinity ⇄ ZuoraCustomers 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.
Affinity ZuoraCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Zuora integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Zuora: authenticate both systems, choose the objects to sync (such as Affinity's Persons and Organizations), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Affinity and Zuora: Payment status on the account; Billing detail changes flow back; Collections with context. Invoice and payment status from Zuora appears on the account in Affinity, so reps see overdue balances before they promise the next order.
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Affinity: REST API. Authentication: API key. Zuora: REST API (v1) with Object Query, Data Query, and AQuA bulk export; legacy SOAP API also available. Authentication: OAuth 2.0 client credentials (bearer token, 3600s expiry); access is governed by the Zuora role of the OAuth client's associated user, with no granular scopes. Stacksync manages authentication, retries, and rate limits on both sides.
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Zuora: The Data Query API is meant for near-real-time operational reads, not bulk; Zuora recommends AQuA stateless mode for full bulk extraction. Affinity: The data model centers on lists: a person, organization, or opportunity gains list-specific field values only through its list entry, so syncs must address both the entity and the entry. Stacksync's field mapping accounts for these differences between Affinity and Zuora without custom code.
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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 Affinity and Zuora records are not retained after a sync operation.
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:
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