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CRM ⇄ ERP

Chorusai to QAD ERP integration — real-time, two-way sync

Keep Chorusai and QAD 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 Chorusai and QAD ERP

Close the gap between front office and back office: Chorusai and QAD ERP share customers and status in real time, in both directions.

Chorusai holds the customer relationship; QAD ERP runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Users, Trackers, Deals, Scorecards in Chorusai with Sales orders, Purchase orders, Work orders, Inventory balances in QAD ERP field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Export Scorecards and their scores to a database to power rep-coaching and QA dashboards across sales teams.
  • 02 Read the Deals associated with each conversation to attribute call activity to open opportunities in a BI model.
  • 03 Sync items, customers, and orders between QAD and a CRM so sales teams work outside ERP screens.
  • 04 Replicate inventory and work-order data into a warehouse for supply chain analytics across plants.

Common sync patterns

Where QAD ERP is the finance system of record: money status on the account

Invoice and payment state from QAD ERP shows on the account in Chorusai, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where QAD ERP manages people and org data: keep Chorusai aligned

Owners, territories, and org structure informed by QAD ERP stay current in Chorusai.

What you can sync between Chorusai and QAD 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.

Chorusai objects QAD ERP objects How this pairing syncs
Moments Timestamped highlight clips from a conversation; created via the API to capture key call snippets. General ledger transactions Financial postings exported for consolidated reporting Moments is specific to Chorusai and General ledger transactions to QAD ERP — each maps to any object or custom field on the other side.
Playlists Curated collections of Moments and Recordings; created and managed to share coaching examples across teams. Items Item master records shared with CRM, e-commerce, and planning systems Playlists is specific to Chorusai and Items to QAD ERP — each maps to any object or custom field on the other side.
Engagements Meetings and dialer calls, the core record; filterable by date_time, participants, and processing_state, and polled incrementally to read conversation activity out. Customers Account records kept consistent with the sales team's CRM Engagements is specific to Chorusai and Customers to QAD ERP — each maps to any object or custom field on the other side.
Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. Suppliers Vendor master data aligned with procurement and AP automation tools Recordings (Conversations) is specific to Chorusai and Suppliers to QAD ERP — each maps to any object or custom field on the other side.
Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. Sales orders Demand records written in from EDI or e-commerce and read out for status Users is specific to Chorusai and Sales orders to QAD ERP — each maps to any object or custom field on the other side.
Trackers AI keyword and topic trackers (pricing, competitors, next steps) surfaced within a conversation; read out as coaching and deal-risk signals. Purchase orders Procurement documents mirrored to planning and finance systems Trackers is specific to Chorusai and Purchase orders to QAD ERP — each maps to any object or custom field on the other side.

How changes propagate between Chorusai and QAD 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.

Chorusai QAD ERP Interval-based propagation

DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.

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

QAD ERP Chorusai Interval-based propagation

DetectionStacksync polls QAD ERP for changes on an incremental schedule, reading only records changed since the previous pass. Polling on the API surface.

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

Rate-limit considerations

  • Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
  • QAD ERP: Subject to instance capacity and the platform's API limits.
What ships with Chorusai ⇄ QAD ERP

Connect Chorusai and QAD ERP for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chorusai or QAD 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 Chorusai or QAD ERP record.

Observability

Monitoring

Track your Chorusai ⇄ QAD ERP sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Chorusai and QAD ERP.

How the Chorusai and QAD ERP connectors work

Chorusai

Integration surface
REST API (api-docs.chorus.ai)
Authentication
Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
Change detection
Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
Capabilities
read · write
Rate limits
Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
Chorusai setup guide

QAD ERP

Integration surface
REST APIs plus the QXtend XML integration framework
Authentication
instance credentials; specifics depend on the deployment and version
Change detection
polling on the API surface; document-based event exchange available through QXtend in supported configurations
Capabilities
read · write
Rate limits
subject to instance capacity and the platform's API limits
How it works

How to connect Chorusai to QAD 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 Chorusai and QAD 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
    Chorusai connected
    QAD ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chorusai and QAD 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 · Chorusai ⇄ QAD 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
    Chorusai QAD ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Chorusai and QAD 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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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 526 integrations available for Chorusai and QAD ERP.

Popular · 8 of 526
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