Real-time
Two-way sync
Changes in Braintree or Close instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Braintree to Close integration — real-time, two-way sync
Keep Braintree and Close in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Braintree and Close
Sync customers, invoices, and payment status between Braintree and Close in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Close knows the relationship: who the contacts are and what is in motion with the account. Braintree knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Plans, Disputes, Add-ons and Discounts, Merchant Accounts and Disbursements in Braintree to Custom Activities, Custom Fields, Users, Smart Views in Close with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- 01 Sync Braintree Customers and their vaulted Payment Methods into Postgres or a warehouse so finance and product teams query billing profiles with plain SQL.
- 02 Stream settled Transactions, refunds, and disbursements into a data warehouse for revenue recognition and daily reconciliation against the ERP ledger.
- 03 Sync Close leads and opportunities into Postgres or a warehouse for pipeline reporting outside Close's built-in reports.
- 04 Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.
Common sync patterns
Billing detail changes flow back
When a contact or address is corrected in Close, Braintree gets the update before the next invoice goes out.
Collections with context
Finance sees the account owner and relationship history from Close when chasing a balance, and sales sees that the chase is happening.
Where Close tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Braintree with the right billing details, so invoicing starts without re-keying.
What you can sync between Braintree and Close
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.
| Braintree objects | Close objects | How this pairing syncs | |
|---|---|---|---|
| Transactions Sales, refunds, and credits; created through the API but immutable after that (only void/refund/settle transitions), so syncs treat them as append-only with status changes. | Smart Views Saved lead searches that can scope which records a segment-based sync pulls. | Transactions is specific to Braintree and Smart Views to Close — each maps to any object or custom field on the other side. | |
| Payment Methods Tokenized credit cards, PayPal accounts, and other instruments stored in the Vault against a Customer; only tokens, last-four, and expiry are exposed, never raw PAN. | Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. | Payment Methods is specific to Braintree and Leads to Close — each maps to any object or custom field on the other side. | |
| Subscriptions Recurring billing agreements tied to a Plan and a Payment Method; created, updated, and canceled via the API and emitting webhooks on every lifecycle change. | Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. | Subscriptions is specific to Braintree and Contacts to Close — each maps to any object or custom field on the other side. | |
| Plans Recurring billing plans (price, billing cycle) configured in the Control Panel; readable through the API but not creatable, so they sync one-way. | Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. | Plans is specific to Braintree and Opportunities to Close — each maps to any object or custom field on the other side. | |
| Disputes Chargebacks with evidence and deadlines; ops teams can respond and add evidence via the API, and dispute webhooks push status changes to downstream tools. | Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. | Disputes is specific to Braintree and Activities to Close — each maps to any object or custom field on the other side. | |
| Add-ons and Discounts Modifiers applied to Subscriptions; defined in the Control Panel and read alongside subscription state when mirroring billing data. | Tasks Follow-up items assigned to users; synced for workload and SLA reporting. | Add-ons and Discounts is specific to Braintree and Tasks to Close — each maps to any object or custom field on the other side. |
How changes propagate between Braintree and Close
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.
Braintree Close Sub-second propagation
DetectionBraintree notifies Stacksync of record changes through webhook events. Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated.
DeliveryEach detected change is written to Close through its API, with automatic retries and rate-limit backoff.
Close Braintree Sub-second propagation
DetectionClose notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, with polling on date_updated fields for backfills.
DeliveryEach detected change is written to Braintree through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Braintree: No published hard rate limits; Braintree may throttle traffic it deems abusive and returns HTTP 429, and its docs recommend webhooks over polling with a 60-second request timeout.
- Close: Subject to per-endpoint rate limits communicated in response headers.
What ships with Braintree ⇄ Close
Connect Braintree and Close for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Braintree–Close connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Braintree or Close 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 Braintree or Close record.
Observability
Monitoring
Track your Braintree ⇄ Close sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Braintree and Close.
How the Braintree and Close connectors work
Braintree
- Integration surface
- Braintree GraphQL API (single POST endpoint) plus legacy server SDKs
- Authentication
- API Key authentication — public key + private key Base64-encoded in the Authorization header (HTTP Basic); client tokens/tokenization keys for client-side calls and OAuth for platform/marketplace access
- Change detection
- Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated date-range search for objects and backfills
- Capabilities
- read · write · webhooks
- Rate limits
- No published hard rate limits; Braintree may throttle traffic it deems abusive and returns HTTP 429, and its docs recommend webhooks over polling with a 60-second request timeout.
Close
- Integration surface
- REST API
- Authentication
- API key (sent via HTTP Basic auth)
- Change detection
- Webhook subscriptions for record events, with polling on date_updated fields for backfills
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-endpoint rate limits communicated in response headers
How it works
How to connect Braintree to Close — 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.
- 01
Connect your apps
Authenticate Braintree and Close with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Braintree
connected
Close
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Braintree and Close 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.
objects · Braintree ⇄ CloseCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Braintree CloseCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Braintree and Close integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Braintree and Close: authenticate both systems, choose the objects to sync (such as Braintree's Transactions and Payment Methods), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Braintree and Close. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Braintree: Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated date-range search for objects and backfills. On Close: Webhook subscriptions for record events, with polling on date_updated fields for backfills. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Braintree side: Plans, Disputes, Add-ons and Discounts, Merchant Accounts and Disbursements, plus custom fields where Braintree exposes them. On the Close side: Custom Activities, Custom Fields, Users, Smart Views. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Braintree and Close: Billing detail changes flow back; Collections with context; Where Close tracks deals: closed-won creates the finance record. When a contact or address is corrected in Close, Braintree gets the update before the next invoice goes out.
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
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