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AI ⇄ ERP

Autopilot to Rootstock ERP integration — real-time, two-way sync

Keep Autopilot and Rootstock ERP 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 Rootstock ERP

Ground Autopilot on the customers, suppliers, items, and transactions that live in Rootstock ERP, 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. Rootstock ERP 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 Rootstock ERP where the business is run.

Stacksync connects Smart Segments, Journeys (Triggers), Activities, Contacts in Autopilot with Work Orders, Purchase Orders, Items / Products, Bills of Material in Rootstock ERP and keeps the two sides in sync in real time. Work Orders, Purchase Orders, Items / Products, Bills of Material from Rootstock ERP 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 Rootstock ERP. 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 Stream Activities into a warehouse so opens, clicks, and journey steps sit next to product and revenue data for lifecycle reporting.
  • 02 Upsert Contacts from a CRM or product database into Autopilot so new signups and profile changes flow into email and SMS journeys without manual CSV imports.
  • 03 Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
  • 04 Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.

Common sync patterns

Continuous freshness, no reload

As records are created or corrected in Rootstock ERP, 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 Rootstock ERP 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 Rootstock ERP into Autopilot for parsing or classification, and the structured result returns to the record it came from.

What you can sync between Autopilot and Rootstock ERP

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 Rootstock ERP objects How this pairing syncs
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS. Contacts is specific to Autopilot and Inventory Balances to Rootstock ERP — each maps to any object or custom field on the other side.
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems. Lists is specific to Autopilot and Receipts and Shipments to Rootstock ERP — 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. Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. Custom Fields is specific to Autopilot and Salesforce Accounts and Contacts to Rootstock ERP — 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. Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. Smart Segments is specific to Autopilot and Sales Orders to Rootstock ERP — 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. Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. Journeys (Triggers) is specific to Autopilot and Work Orders to Rootstock ERP — 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. Purchase Orders Procurement documents synced with supplier portals and AP systems. Activities is specific to Autopilot and Purchase Orders to Rootstock ERP — each maps to any object or custom field on the other side.

How changes propagate between Autopilot and Rootstock ERP

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 Rootstock ERP 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 written to Rootstock ERP through its API, with automatic retries and rate-limit backoff.

Rootstock ERP Autopilot Sub-second propagation

DetectionChanges in Rootstock ERP are captured at the source via change data capture — no polling loop against its API. Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply).

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.
  • Rootstock ERP: Consumes the Salesforce org's daily API request allocation, shared with other integrations.
What ships with Autopilot ⇄ Rootstock ERP

Connect Autopilot and Rootstock ERP for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–Rootstock ERP connection.

Real-time

Two-way sync

Changes in Autopilot or Rootstock ERP instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot or Rootstock ERP 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 Rootstock ERP record.

Observability

Monitoring

Track your Autopilot ⇄ Rootstock ERP 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 Rootstock ERP.

How the Autopilot and Rootstock ERP 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

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works

How to connect Autopilot to Rootstock ERP — 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 Rootstock ERP 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
    Rootstock ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Autopilot and Rootstock ERP 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 ⇄ Rootstock ERP
    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 Rootstock ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Autopilot and Rootstock ERP 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.

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→ 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 381 integrations available for Autopilot and Rootstock ERP.

Popular · 7 of 381
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