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ERP ⇄ CRM

Cin7 to DealCloud integration — real-time, two-way sync

Keep Cin7 and DealCloud 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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Why teams connect Cin7 and DealCloud

Close the gap between front office and back office: DealCloud and Cin7 share customers and status in real time, in both directions.

DealCloud holds the customer relationship; Cin7 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 Deal, Company, Contact, Fund in DealCloud with Sales orders, Purchase orders, Contacts, Branches / locations in Cin7 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 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 02 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 03 Publish Cin7 inventory levels to storefronts, marketplaces, and a CRM so every channel quotes real availability.
  • 04 Sync sales orders from Cin7 into an accounting platform or warehouse for revenue and margin reporting.

Common sync patterns

Where Cin7 is the finance system of record: money status on the account

Invoice and payment state from Cin7 shows on the account in DealCloud, 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 Cin7 manages people and org data: keep DealCloud aligned

Owners, territories, and org structure informed by Cin7 stay current in DealCloud.

What you can sync between Cin7 and DealCloud

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.

Cin7 objects DealCloud objects How this pairing syncs
Contacts Customers and suppliers, matched to CRM records to keep account data consistent. Contact Synced with incremental and full sync. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Sales orders Orders captured from all channels; the main object for fulfillment and revenue syncs. Company Synced with incremental and full sync. Sales orders is specific to Cin7 and Company to DealCloud — each maps to any object or custom field on the other side.
Purchase orders Supplier orders synced with procurement and accounting workflows. Fund Synced with incremental and full sync. Purchase orders is specific to Cin7 and Fund to DealCloud — each maps to any object or custom field on the other side.
Branches / locations Warehouse entities that scope every stock movement and order allocation. Investment Synced with incremental and full sync. Branches / locations is specific to Cin7 and Investment to DealCloud — each maps to any object or custom field on the other side.
Stock adjustments and transfers Inventory movements read for audit and reconciliation reporting. Relationship Synced with incremental and full sync. Stock adjustments and transfers is specific to Cin7 and Relationship to DealCloud — each maps to any object or custom field on the other side.
Credit notes / returns Return documents synced so finance and support see the same refund state. Activity Synced with incremental and full sync. Credit notes / returns is specific to Cin7 and Activity to DealCloud — each maps to any object or custom field on the other side.

How changes propagate between Cin7 and DealCloud

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.

Cin7 DealCloud Sub-second propagation

DetectionCin7 notifies Stacksync of record changes through webhook events. Polling on modified-date filters.

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

DealCloud Cin7 Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

DeliveryEach detected change is written to Cin7 through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Cin7: Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core.
  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Cin7 ⇄ DealCloud

Connect Cin7 and DealCloud for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Cin7–DealCloud connection.

Real-time

Two-way sync

Changes in Cin7 or DealCloud instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cin7 or DealCloud 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 Cin7 or DealCloud record.

Observability

Monitoring

Track your Cin7 ⇄ DealCloud sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Cin7 and DealCloud.

How the Cin7 and DealCloud connectors work

Cin7

Integration surface
REST API; note that Cin7 Omni and Cin7 Core (formerly DEAR Systems) are separate products with separate APIs
Authentication
API key credentials (paired with a username or account ID, depending on the product)
Change detection
Polling on modified-date filters; webhook support exists on some editions for order and stock events
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core

DealCloud

Integration surface
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
How it works

How to connect Cin7 to DealCloud — 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 Cin7 and DealCloud 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
    Cin7 connected
    DealCloud connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Cin7 and DealCloud 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 · Cin7 ⇄ DealCloud
    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
    Cin7 DealCloud
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Cin7 and DealCloud 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
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:

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 392 integrations available for Cin7 and DealCloud.

Popular · 8 of 392
All Cin7 integrations All DealCloud integrations Browse all integrations
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