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Business productivity ⇄ CRM

Atlassian to Clari integration — real-time, two-way sync

Keep Atlassian 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.

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

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Why teams connect Atlassian and Clari

Sync what happens in Atlassian with the customer records in Clari, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Atlassian holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Users and Groups, Confluence Pages, Confluence Spaces, Jira Issues in Atlassian to Forecast, Quota, Opportunities, Activity (Capture) in Clari with bi-directional, real-time sync. Activity and record changes in Atlassian update the matching contact or account in Clari, and CRM data flows the other way wherever Atlassian can store and use it.

Common use cases

  • 01 Keep Jira and a second tracker (for example a customer's Jira instance) aligned during co-delivery projects.
  • 02 Sync Confluence page metadata into a knowledge index so other tools can link to current documentation.
  • 03 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
  • 04 Pull Activity (Capture) meetings and emails, mapped to their accounts and opportunities, into a database for coverage and engagement analysis.

Common sync patterns

Where Atlassian can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Clari sync into Atlassian, so people working there have the context without switching tools.

Where Atlassian handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Clari, so sales sees open issues before the next call.

Where Atlassian supplies contact or company data

Enriched fields land directly on records in Clari, and refreshes keep them from going stale.

What you can sync between Atlassian 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.

Atlassian objects Clari objects How this pairing syncs
Attachments Files on issues mirrored to paired records where needed. 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. Attachments is specific to Atlassian and Account field extensions to Clari — each maps to any object or custom field on the other side.
Custom Fields Instance-specific fields (customfield IDs) that carry most business-specific data in syncs. Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. Custom Fields is specific to Atlassian and Opportunity field extensions to Clari — each maps to any object or custom field on the other side.
Workflows and Statuses Status transitions mapped to stages in the paired system. Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. Workflows and Statuses is specific to Atlassian and Audit Events to Clari — each maps to any object or custom field on the other side.
Users and Groups Assignees and reporters matched to identities in other tools. Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. Users and Groups is specific to Atlassian and Forecast to Clari — each maps to any object or custom field on the other side.
Confluence Pages Documentation content readable and writable through the Confluence REST API. Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. Confluence Pages is specific to Atlassian and Quota to Clari — each maps to any object or custom field on the other side.
Confluence Spaces Namespaces that scope page syncs and permissions. 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. Confluence Spaces is specific to Atlassian and Opportunities to Clari — each maps to any object or custom field on the other side.

How changes propagate between Atlassian 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.

Atlassian Clari Sub-second propagation

DetectionAtlassian notifies Stacksync of record changes through webhook events. Webhooks on issue and page events, plus JQL polling on the updated timestamp for backfill.

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

Clari Atlassian 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 Atlassian 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 Atlassian ⇄ Clari

Connect Atlassian and Clari for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Atlassian–Clari connection.

Real-time

Two-way sync

Changes in Atlassian or Clari instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Atlassian 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 Atlassian or Clari record.

Observability

Monitoring

Track your Atlassian ⇄ Clari sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Atlassian and Clari.

How the Atlassian and Clari connectors work

Atlassian

Integration surface
REST APIs per product (Jira Cloud and Confluence Cloud)
Authentication
OAuth 2.0 (3LO) for apps or API tokens with basic auth for scripts
Change detection
Webhooks on issue and page events, plus JQL polling on the updated timestamp for backfill
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 Atlassian 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.

  1. 01

    Connect your apps

    Authenticate Atlassian 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Atlassian connected
    Clari connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Atlassian 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.

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

Atlassian and Clari 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.

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

Every pair below is a real-time, two-way sync. Search all 360 integrations available for Atlassian and Clari.

Popular · 4 of 360
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