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Storage ⇄ ERP

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

Keep Box 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 Box and Rootstock ERP

Move the documents and data that Rootstock ERP produces into Box as files, and let files stored in Box update the records they belong to in Rootstock ERP, continuously and without exports or manual filing.

Rootstock ERP runs the business on structured records: Salesforce Accounts and Contacts, Sales Orders, Work Orders, Purchase Orders. Box holds files and the metadata that describes them: Metadata, Collaborations, Users, Groups. The two do not share a customer table or an order ledger. What they share is documents. Nearly every record Rootstock ERP touches produces a file that belongs in storage, whether an invoice, a purchase order, a statement, or a shipping doc, and many files that land in Box, from signed contracts to vendor bills to receipts, describe a transaction Rootstock ERP needs to record. Left unconnected, that link is maintained by hand: someone exports a PDF and drags it into a folder, or downloads a file and keys its details into a record.

Stacksync keeps Salesforce Accounts and Contacts, Sales Orders, Work Orders, Purchase Orders in Rootstock ERP and Metadata, Collaborations, Users, Groups in Box in sync, bi-directionally and in real time. A document and its details, the customer, the type, the date, an amount, an order or invoice number, are mapped field by field, so a file arrives in Box already labeled and filed, and metadata captured against a stored file can create or update the matching record in Rootstock ERP. Changes on either side show up within seconds, with conflict resolution in place of nightly exports and manual filing.

The result is that a transaction and the document that backs it stay together. Finance, operations, and audit teams find the file behind a record without digging through folders, and the record in Rootstock ERP and the file in Box never describe two different versions of the same document.

Common use cases

  • 01 Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.
  • 02 Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
  • 03 Push generated documents from an ERP or contract system into Box Folders with the right Collaborations applied for the deal team.
  • 04 Stream enterprise Events (admin events) into a warehouse for audit, DLP, and access-review reporting.

Common sync patterns

An archive that stays current

As records change in Rootstock ERP, the corresponding files and metadata in Box are kept in step, so a stored document reflects the latest version rather than a stale one-time export.

Audit-ready retention

Every transaction's supporting file lives in Box beside its metadata, giving finance and audit teams a complete, searchable trail tied back to the record in Rootstock ERP.

Documents filed with their context

Files that Rootstock ERP produces land in Box labeled with the customer, document type, and reference number they belong to, so the right copy is one search away instead of buried in a folder.

What you can sync between Box 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.

Box objects Rootstock ERP objects How this pairing syncs
Metadata Structured key-value instances attached to files and folders via metadata templates; synced two-way with database columns for classification and search. Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS. Metadata is specific to Box and Inventory Balances to Rootstock ERP — each maps to any object or custom field on the other side.
Collaborations Access grants linking a user or group to a file or folder with a role such as viewer, editor, or co-owner; written to manage sharing programmatically. Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems. Collaborations is specific to Box and Receipts and Shipments to Rootstock ERP — each maps to any object or custom field on the other side.
Users Managed and app users in the enterprise; provisioned, updated, and deprovisioned to keep Box access aligned with an HR or identity source. Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. Users is specific to Box and Salesforce Accounts and Contacts to Rootstock ERP — each maps to any object or custom field on the other side.
Groups Named user collections used for bulk collaboration; membership synced from a directory or IdP. Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. Groups is specific to Box and Sales Orders to Rootstock ERP — each maps to any object or custom field on the other side.
Tasks Review or approval assignments on a file with due dates and states; read for workflow reporting or written to start approvals. Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. Tasks is specific to Box and Work Orders to Rootstock ERP — each maps to any object or custom field on the other side.
Events Enterprise admin event stream, an audit log of uploads, deletes, logins, and shares across the account; read-only, consumed for reporting or change feeds. Purchase Orders Procurement documents synced with supplier portals and AP systems. Events is specific to Box and Purchase Orders to Rootstock ERP — each maps to any object or custom field on the other side.

How changes propagate between Box 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.

Box Rootstock ERP Sub-second propagation

DetectionBox notifies Stacksync of record changes through webhook events. V2 webhooks fire on triggers such as FILE.UPLOADED, FILE.TRASHED, and METADATA_INSTANCE.UPDATED.

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

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

Rate-limit considerations

  • Box: Per user: 1,000 API calls per minute and 240 file uploads per minute; exceeding limits returns HTTP 429 with a Retry-After header. Box Business plans also carry a licensed monthly API-call allotment per enterprise.
  • Rootstock ERP: Consumes the Salesforce org's daily API request allocation, shared with other integrations.
What ships with Box ⇄ Rootstock ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Box 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 Box or Rootstock ERP record.

Observability

Monitoring

Track your Box ⇄ 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 Box and Rootstock ERP.

How the Box and Rootstock ERP connectors work

Box

Integration surface
REST API (api.box.com/2.0), plus the Events API and V2 Webhooks
Authentication
OAuth 2.0 for user-delegated access, or server-to-server auth via JWT (RSA keypair) or Client Credentials Grant (CCG) using a Box app; short-lived developer tokens for testing
Change detection
V2 webhooks fire on triggers such as FILE.UPLOADED, FILE.TRASHED, and METADATA_INSTANCE.UPDATED; the Events API (user stream via long-poll by stream_position, or enterprise/admin events) provides a near-real-time change feed
Capabilities
read · write · webhooks
Rate limits
Per user: 1,000 API calls per minute and 240 file uploads per minute; exceeding limits returns HTTP 429 with a Retry-After header. Box Business plans also carry a licensed monthly API-call allotment per enterprise.

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 Box 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 Box 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
    Box connected
    Rootstock ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Box 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.

Learn more about security
SOC 2 Type II
ISO 27001
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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:

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 399 integrations available for Box and Rootstock ERP.

Popular · 7 of 399
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