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ERP ⇄ CRM

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

Keep Cin7 and Vitally 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
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Cin7 and Vitally

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

Vitally 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 Account, User, Organization, Task in Vitally with Branches / locations, Stock adjustments and transfers, Credit notes / returns, Products 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 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
  • 02 Mirror product-usage traits and NPS responses into a warehouse for retention and expansion reporting.
  • 03 Sync sales orders from Cin7 into an accounting platform or warehouse for revenue and margin reporting.
  • 04 Keep customer records aligned between Cin7 and the CRM to remove duplicate account entry.

Common sync patterns

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 Vitally aligned

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

Where Cin7 handles order-to-cash: closed-won flows through

A deal won in Vitally creates or updates the customer in Cin7 with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Cin7 and Vitally

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 Vitally objects How this pairing syncs
Credit notes / returns Return documents synced so finance and support see the same refund state. Task CS tasks and follow-ups, readable and writable for workflow sync. Credit notes / returns is specific to Cin7 and Task to Vitally — each maps to any object or custom field on the other side.
Products SKU records with options and pricing, synced with storefront and marketplace catalogs. Note Account and user notes captured by success teams. Products is specific to Cin7 and Note to Vitally — each maps to any object or custom field on the other side.
Inventory levels Stock on hand by branch or location, published outward for availability. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Inventory levels is specific to Cin7 and Conversation to Vitally — each maps to any object or custom field on the other side.
Sales orders Orders captured from all channels; the main object for fulfillment and revenue syncs. NPS Response NPS survey responses for account-health reporting. Sales orders is specific to Cin7 and NPS Response to Vitally — each maps to any object or custom field on the other side.
Purchase orders Supplier orders synced with procurement and accounting workflows. Custom Trait Custom account and user traits for segmentation. Purchase orders is specific to Cin7 and Custom Trait to Vitally — each maps to any object or custom field on the other side.
Contacts Customers and suppliers, matched to CRM records to keep account data consistent. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Contacts is specific to Cin7 and Account to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Cin7 and Vitally

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 Vitally Sub-second propagation

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

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

Vitally Cin7 Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

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.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Cin7 ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cin7 or Vitally 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 Vitally record.

Observability

Monitoring

Track your Cin7 ⇄ Vitally 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 Vitally.

How the Cin7 and Vitally 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

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

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

    Choose tables

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

Cin7 and Vitally 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 390 integrations available for Cin7 and Vitally.

Popular · 8 of 390
All Cin7 integrations All Vitally integrations Browse all integrations
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