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AI ⇄ ERP

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

Keep Autopilot 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.

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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 Unleashed Software

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

Stacksync connects Contacts, Lists, Custom Fields, Smart Segments in Autopilot with Warehouses, Stock Adjustments, Bills of Materials, Invoices in Unleashed Software and keeps the two sides in sync in real time. Warehouses, Stock Adjustments, Bills of Materials, Invoices from Unleashed Software 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 Unleashed Software. 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 Mirror List and Smart Segment membership into a warehouse to power attribution and audience analytics alongside other sources.
  • 02 Stream Activities into a warehouse so opens, clicks, and journey steps sit next to product and revenue data for lifecycle reporting.
  • 03 Mirror Purchase Orders and supplier data to a data warehouse for procurement reporting.
  • 04 Sync Customers bi-directionally with a CRM so credit terms and delivery addresses match everywhere.

Common sync patterns

One consistent identity across both systems

A customer, supplier, item, or transaction in Unleashed Software 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 Unleashed Software into Autopilot for parsing or classification, and the structured result returns to the record it came from.

ERP records as live context

Customers, suppliers, items, and transactions from Unleashed Software replicate into Autopilot as they change, so search, retrieval, and reasoning run against current records rather than a periodic extract.

What you can sync between Autopilot 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.

Autopilot objects Unleashed Software objects How this pairing syncs
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Stock Adjustments Manual quantity or value corrections synced for audit and reporting. Journeys (Triggers) is specific to Autopilot and Stock Adjustments to Unleashed Software — 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. Bills of Materials Production definitions used by assemblies; relevant for manufacturers syncing production data. Activities is specific to Autopilot and Bills of Materials to Unleashed Software — 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. Invoices Sales invoices raised from orders, synced into accounting systems. Contacts is specific to Autopilot and Invoices to Unleashed Software — 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. Products SKU master records with pricing, units of measure, and inventory settings. Lists is specific to Autopilot and Products to Unleashed Software — 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. Stock On Hand Quantity and value per product per warehouse; the read source for availability syncs. Custom Fields is specific to Autopilot and Stock On Hand to Unleashed Software — 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 Outbound orders with lines, status, and fulfillment detail; a common write target from storefronts and CRMs. Smart Segments is specific to Autopilot and Sales Orders to Unleashed Software — each maps to any object or custom field on the other side.

How changes propagate between Autopilot 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.

Autopilot Unleashed Software 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 Unleashed Software through its API, with automatic retries and rate-limit backoff.

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

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot 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 Autopilot or Unleashed Software record.

Observability

Monitoring

Track your Autopilot ⇄ 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 Autopilot and Unleashed Software.

How the Autopilot and Unleashed Software 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

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 Autopilot 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 Autopilot 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
    Autopilot connected
    Unleashed Software connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Autopilot 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 · Autopilot ⇄ 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
    Autopilot Unleashed Software
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Autopilot 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.

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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 382 integrations available for Autopilot and Unleashed Software.

Popular · 7 of 382
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