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AI ⇄ ERP

Autopilot to Microsoft Dynamics GP integration — real-time, two-way sync

Keep Autopilot and Microsoft Dynamics GP 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 Autopilot and Microsoft Dynamics GP

Ground Autopilot on the customers, suppliers, items, and transactions that live in Microsoft Dynamics GP, and write the classifications, scores, and extracted fields Autopilot produces back onto those records in real time.

An AI system does not keep customers, orders, or invoices the way an ERP does. What it keeps is derived: the vectors and metadata in a store, or the classifications, extracted fields, and generated text a model produces over records it was handed. Microsoft Dynamics GP is where those source records actually live, across finance, operations, procurement, and inventory, and that data usually stays behind a strict API with many record types. Whatever Autopilot produces, whether a category, a risk flag, an extracted value, or an embedding, only earns its keep when it lands back on the record in Microsoft Dynamics GP where the business is run.

Stacksync connects Custom Fields, Smart Segments, Journeys (Triggers), Activities in Autopilot with Receivables & Payables Transactions, Company Databases, Customers, Vendors in Microsoft Dynamics GP and keeps the two sides in sync in real time. Receivables & Payables Transactions, Company Databases, Customers, Vendors from Microsoft Dynamics GP replicate into Autopilot continuously, so retrieval, classification, and reasoning run against current ERP records instead of last night's extract, and the fields Autopilot generates sync back onto the matching record in Microsoft Dynamics GP. Mapping is field-level, matching is on identifiers you choose, and Stacksync handles the ERP's API limits and schema drift, so there is no extraction pipeline to build or babysit.

Because every AI-side item carries the key of the record it came from, results always resolve to the right customer, supplier, or transaction. Autopilot reasons over the business as it actually is within seconds of a change, and the people running operations act on model output where they already work, without exporting a file or logging into a second system.

Common use cases

  • 01 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
  • 02 Mirror List and Smart Segment membership into a warehouse to power attribution and audience analytics alongside other sources.
  • 03 Keep item and inventory data aligned with an ecommerce storefront.
  • 04 Run continuous sync between GP and a replacement cloud ERP during migration.

Common sync patterns

Continuous freshness, no reload

As records are created or corrected in Microsoft Dynamics GP, the copy held in Autopilot updates within seconds, so the model side never reasons over stale ERP data.

One consistent identity across both systems

A customer, supplier, item, or transaction in Microsoft Dynamics GP maps to the corresponding entry in Autopilot, so every AI result attaches to the right entity on both sides.

Document extraction round-trip

Purchase orders, invoices, or other documents flow from Microsoft Dynamics GP into Autopilot for parsing or classification, and the structured result returns to the record it came from.

What you can sync between Autopilot and Microsoft Dynamics GP

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.

Autopilot objects Microsoft Dynamics GP objects How this pairing syncs
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. GL Accounts & Journal Entries Financial ledger data replicated to warehouses for consolidated reporting. Lists is specific to Autopilot and GL Accounts & Journal Entries to Microsoft Dynamics GP — each maps to any object or custom field on the other side.
Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Receivables & Payables Transactions Open and historical AR/AP transactions read for cash and aging reporting. Custom Fields is specific to Autopilot and Receivables & Payables Transactions to Microsoft Dynamics GP — each maps to any object or custom field on the other side.
Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Company Databases Per-company SQL databases that define the scope of any sync. Smart Segments is specific to Autopilot and Company Databases to Microsoft Dynamics GP — each maps to any object or custom field on the other side.
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Customers Receivables master records (RM tables) synced with CRMs and billing tools. Journeys (Triggers) is specific to Autopilot and Customers to Microsoft Dynamics GP — each maps to any object or custom field on the other side.
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Vendors Payables master records aligned with procurement and AP automation. Activities is specific to Autopilot and Vendors to Microsoft Dynamics GP — each maps to any object or custom field on the other side.
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Sales Documents (SOP) Quotes, orders, and invoices created via eConnect from web or CRM orders. Contacts is specific to Autopilot and Sales Documents (SOP) to Microsoft Dynamics GP — each maps to any object or custom field on the other side.

How changes propagate between Autopilot and Microsoft Dynamics GP

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.

Autopilot Microsoft Dynamics GP Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

DeliveryEach detected change is applied to Microsoft Dynamics GP as a row-level write, with types converted between the two schemas.

Microsoft Dynamics GP Autopilot Sub-second propagation

DetectionChanges in Microsoft Dynamics GP are captured at the source via change data capture — no polling loop against its API. SQL Server change tracking or log-based CDC on the company database, or polling on row timestamps.

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

Rate-limit considerations

  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
What ships with Autopilot ⇄ Microsoft Dynamics GP

Connect Autopilot and Microsoft Dynamics GP for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–Microsoft Dynamics GP connection.

Real-time

Two-way sync

Changes in Autopilot or Microsoft Dynamics GP instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot or Microsoft Dynamics GP 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 Autopilot or Microsoft Dynamics GP record.

Observability

Monitoring

Track your Autopilot ⇄ Microsoft Dynamics GP sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Autopilot and Microsoft Dynamics GP.

How the Autopilot and Microsoft Dynamics GP connectors work

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide

Microsoft Dynamics GP

Integration surface
SQL Server database access plus the eConnect stored-procedure API; Web Services for GP on some deployments
Authentication
SQL Server credentials or Windows authentication
Change detection
SQL Server change tracking or log-based CDC on the company database, or polling on row timestamps
Capabilities
read · write · CDC
How it works

How to connect Autopilot to Microsoft Dynamics GP — 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 Autopilot and Microsoft Dynamics GP 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
    Autopilot connected
    Microsoft Dynamics GP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Autopilot and Microsoft Dynamics GP 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 · Autopilot ⇄ Microsoft Dynamics GP
    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
    Autopilot Microsoft Dynamics GP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Autopilot and Microsoft Dynamics GP 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
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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