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Accounting and finance ⇄ Marketing

Braintree to Rollworks integration — real-time, two-way sync

Keep Braintree and Rollworks 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 Braintree and Rollworks

Put revenue reality behind every campaign: Braintree and Rollworks share the same customers, contacts, and billing status in real time, in both directions.

Braintree records the money — who pays, how much, and whether they are current; Rollworks decides who hears from the business and what they hear. The two overlap wherever the same customers and contacts matter to both, and when that overlap is bridged by CSV exports or an overnight batch, campaigns target on stale billing data and finance works from lists marketing has already changed underneath it.

Stacksync syncs Disputes, Add-ons and Discounts, Merchant Accounts and Disbursements, Customers in Braintree with Accounts (TAL Items), Audience Segments, Campaigns, Ad Groups and Ads in Rollworks field by field, in real time, and in both directions. You decide which system owns which fields — finance keeps the revenue and payment truth, marketing keeps consent and engagement — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Stream settled Transactions, refunds, and disbursements into a data warehouse for revenue recognition and daily reconciliation against the ERP ledger.
  • 02 Create and update Customers and Subscriptions from a CRM or billing app when a deal closes or a plan changes, writing back to Braintree.
  • 03 Sync CRM Audience Segments from a database of emails through the Audience API so lists are populated for advertising without manual CSV uploads.
  • 04 Read campaign delivery and attribution metrics from the GraphQL Reporting API into Postgres or a warehouse for pipeline and spend reporting.

Common sync patterns

Revenue and billing signals reach the audience

Plan tier, spend, or payment status from Braintree lands on the matching record in Rollworks, so segments and targeting reflect who actually pays and how much.

One customer and contact list

Where both systems keep customer or contact records, an edit on either side propagates to the other, ending dual maintenance and the drift it creates.

Where Rollworks captures new people: clean records flow to finance

Registrants, form fills, or leads created in Rollworks create or update the matching customer or contact in Braintree, so billing and reporting start from accurate details without re-entry.

What you can sync between Braintree and Rollworks

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 Rollworks objects How this pairing syncs
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. Accounts (TAL Items) Individual accounts identified by domain; added or removed via the tier items endpoint (POST/DELETE) so an operational database can control which domains are targeted. Subscriptions is specific to Braintree and Accounts (TAL Items) to Rollworks — 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. Audience Segments CRM (email), custom (cookie or ID), and lookalike segments created via /audience/v1/segments; membership is written from a warehouse with a duration of 1 to 540 days. Plans is specific to Braintree and Audience Segments to Rollworks — 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. Campaigns Prospecting v2 campaigns running on Web and LinkedIn with budget, KPI, and flight settings; created and edited via API and read back for status and pacing. Disputes is specific to Braintree and Campaigns to Rollworks — 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. Ad Groups and Ads Campaign subdivisions carrying attribute, contextual, geo, and device targeting plus creative; read and written to keep targeting aligned with an internal planning system. Add-ons and Discounts is specific to Braintree and Ad Groups and Ads to Rollworks — each maps to any object or custom field on the other side.
Merchant Accounts and Disbursements The accounts funds settle into plus settlement batches paid out; disbursement webhooks and settlement batch reports drive reconciliation feeds. Reporting and Attribution Delivery and attribution metrics (impressions, clicks, cost, conversions, view-throughs) from the GraphQL Reporting API; read-only, aggregated by campaign, ad, and account domain. Merchant Accounts and Disbursements is specific to Braintree and Reporting and Attribution to Rollworks — each maps to any object or custom field on the other side.
Customers Vaulted customer profiles that hold payment methods; created and updated two-way via the API and searchable by created/updated date range. Target Account Lists Named lists of B2B accounts for ABM; managed through /audience/v1/target_accounts so a CRM or warehouse can push and reconcile the accounts RollWorks advertises against. Customers is specific to Braintree and Target Account Lists to Rollworks — each maps to any object or custom field on the other side.

How changes propagate between Braintree and Rollworks

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 Rollworks 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 Rollworks through its API, with automatic retries and rate-limit backoff.

Rollworks Braintree Interval-based propagation

DetectionStacksync polls Rollworks for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule.

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.
  • Rollworks: NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
What ships with Braintree ⇄ Rollworks

Connect Braintree and Rollworks for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Braintree–Rollworks connection.

Real-time

Two-way sync

Changes in Braintree or Rollworks instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Braintree or Rollworks 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 Rollworks record.

Observability

Monitoring

Track your Braintree ⇄ Rollworks 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 Rollworks.

How the Braintree and Rollworks 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.

Rollworks

Integration surface
REST APIs (Audience, Prospecting v2) plus a GraphQL Reporting API
Authentication
OAuth 2.0 via NextRoll (Authorization Code grant, Bearer tokens per RFC 6749/6750); Personal Access Tokens supported for server-side scripts
Change detection
Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published
Capabilities
read · write
Rate limits
NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
How it works

How to connect Braintree to Rollworks — 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 Braintree and Rollworks 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
    Braintree connected
    Rollworks connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Braintree and Rollworks 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 · Braintree ⇄ Rollworks
    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
    Braintree Rollworks
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Braintree and Rollworks 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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 365 integrations available for Braintree and Rollworks.

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