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CRM ⇄ Database

Clari to Elasticsearch integration — real-time, two-way sync

Keep Clari and Elasticsearch 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 Clari and Elasticsearch

Treat Clari like part of your database: its records live in Elasticsearch as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in Elasticsearch, where it can be queried and joined like everything else.

Stacksync mirrors Quota, Opportunities, Activity (Capture), Account field extensions from Clari into Documents, Index mappings, Aliases, Data streams in Elasticsearch with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Clari with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • 01 Pull Activity (Capture) meetings and emails, mapped to their accounts and opportunities, into a database for coverage and engagement analysis.
  • 02 Write warehouse-computed health scores and usage metrics onto Clari Opportunity records as field extensions via the ingest API so deal reviews show product signals.
  • 03 Mirror support tickets into an index used for full-text search and agent-assist tooling.
  • 04 Feed enriched customer records into an index used for vector or hybrid search in AI applications.

Common sync patterns

Trigger workflows from CRM changes

Field and stage updates in Clari arrive as row changes in Elasticsearch, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Clari become tables in Elasticsearch you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to Elasticsearch sync onto the matching records in Clari, giving go-to-market teams live product context.

What you can sync between Clari and Elasticsearch

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.

Clari objects Elasticsearch objects How this pairing syncs
Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. Documents The unit of sync; JSON records created, updated, and deleted by _id. Activity (Capture) is specific to Clari and Documents to Elasticsearch — each maps to any object or custom field on the other side.
Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. Index mappings Field type definitions that determine how synced fields are indexed and queried. Account field extensions is specific to Clari and Index mappings to Elasticsearch — each maps to any object or custom field on the other side.
Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. Aliases Stable read/write names that let a sync cut over between index versions without downtime. Opportunity field extensions is specific to Clari and Aliases to Elasticsearch — each maps to any object or custom field on the other side.
Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. Data streams Append-only targets for time-series or event data pushed from source systems. Audit Events is specific to Clari and Data streams to Elasticsearch — each maps to any object or custom field on the other side.
Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. Ingest pipelines Server-side transforms applied to documents as a sync writes them. Forecast is specific to Clari and Ingest pipelines to Elasticsearch — each maps to any object or custom field on the other side.
Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. Index templates Reusable settings and mappings applied automatically to new indices a sync creates. Quota is specific to Clari and Index templates to Elasticsearch — each maps to any object or custom field on the other side.

How changes propagate between Clari and Elasticsearch

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.

Clari Elasticsearch Interval-based propagation

DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).

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

Elasticsearch Clari Interval-based propagation

DetectionStacksync polls Elasticsearch for changes on an incremental schedule, reading only records changed since the previous pass. Polling on timestamp or sequence fields.

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

Rate-limit considerations

  • Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
  • Elasticsearch: No fixed request quota; throughput is bounded by cluster sizing, thread pools, and bulk queue capacity.
What ships with Clari ⇄ Elasticsearch

Connect Clari and Elasticsearch for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Clari or Elasticsearch instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari or Elasticsearch 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 Clari or Elasticsearch record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Clari and Elasticsearch.

How the Clari and Elasticsearch connectors work

Clari

Integration surface
REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
Authentication
API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
Change detection
Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
Capabilities
read · write
Rate limits
Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.

Elasticsearch

Integration surface
REST API (JSON over HTTP)
Authentication
API keys or basic authentication; Elastic Cloud also issues service account tokens
Change detection
Polling on timestamp or sequence fields; Elasticsearch does not expose a native change feed or webhooks
Capabilities
read · write
Rate limits
No fixed request quota; throughput is bounded by cluster sizing, thread pools, and bulk queue capacity
How it works

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

    Choose tables

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

Clari and Elasticsearch 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 436 integrations available for Clari and Elasticsearch.

Popular · 5 of 436
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