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CRM ⇄ ERP

Clari to Dynamics 365 Business Central integration — real-time, two-way sync

Keep Clari and Dynamics 365 Business Central 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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Why teams connect Clari and Dynamics 365 Business Central

Close the gap between front office and back office: Clari and Dynamics 365 Business Central share customers and status in real time, in both directions.

Clari holds the customer relationship; Dynamics 365 Business Central 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 Opportunity field extensions, Audit Events, Forecast, Quota in Clari with Sales Invoices, Purchase Orders, General Ledger Entries, Journals in Dynamics 365 Business Central 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 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.
  • 02 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.
  • 03 Create sales orders in Business Central automatically from e-commerce or CRM order records, and sync fulfillment status back.
  • 04 Mirror items and inventory levels into external channels so stock data stays current outside the ERP.

Common sync patterns

Where Dynamics 365 Business Central is the finance system of record: money status on the account

Invoice and payment state from Dynamics 365 Business Central shows on the account in Clari, 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 Dynamics 365 Business Central manages people and org data: keep Clari aligned

Owners, territories, and org structure informed by Dynamics 365 Business Central stay current in Clari.

What you can sync between Clari and Dynamics 365 Business Central

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 Dynamics 365 Business Central objects How this pairing syncs
Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. Payments Customer and vendor payment records reconciled against invoices. Opportunities is specific to Clari and Payments to Dynamics 365 Business Central — each maps to any object or custom field on the other side.
Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. Customers Core master data synced with CRMs so sales and finance share one customer list. Activity (Capture) is specific to Clari and Customers to Dynamics 365 Business Central — 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. Vendors Supplier master data synced with procurement and AP automation tools. Account field extensions is specific to Clari and Vendors to Dynamics 365 Business Central — 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. Items Product and inventory records aligned with e-commerce and warehouse systems. Opportunity field extensions is specific to Clari and Items to Dynamics 365 Business Central — 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. Sales Orders Order headers and lines created from external channels and read back for fulfillment status. Audit Events is specific to Clari and Sales Orders to Dynamics 365 Business Central — 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. Sales Invoices Billing documents synced to CRMs and payment platforms. Forecast is specific to Clari and Sales Invoices to Dynamics 365 Business Central — each maps to any object or custom field on the other side.

How changes propagate between Clari and Dynamics 365 Business Central

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 Dynamics 365 Business Central 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 Dynamics 365 Business Central through its API, with automatic retries and rate-limit backoff.

Dynamics 365 Business Central Clari Sub-second propagation

DetectionDynamics 365 Business Central notifies Stacksync of record changes through webhook events. API webhooks (change notifications on subscribed entities) plus polling on lastModifiedDateTime.

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.
What ships with Clari ⇄ Dynamics 365 Business Central

Connect Clari and Dynamics 365 Business Central for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–Dynamics 365 Business Central connection.

Real-time

Two-way sync

Changes in Clari or Dynamics 365 Business Central instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari or Dynamics 365 Business Central 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 Dynamics 365 Business Central record.

Observability

Monitoring

Track your Clari ⇄ Dynamics 365 Business Central 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 Dynamics 365 Business Central.

How the Clari and Dynamics 365 Business Central 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.

Dynamics 365 Business Central

Integration surface
REST API built on OData v4 (standard API v2.0), extensible with custom API pages in AL
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
API webhooks (change notifications on subscribed entities) plus polling on lastModifiedDateTime
Capabilities
read · write · webhooks
How it works

How to connect Clari to Dynamics 365 Business Central — 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 Dynamics 365 Business Central 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
    Dynamics 365 Business Central connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Clari and Dynamics 365 Business Central 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 ⇄ Dynamics 365 Business Central
    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 Dynamics 365 Business Central
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Clari and Dynamics 365 Business Central 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 425 integrations available for Clari and Dynamics 365 Business Central.

Popular · 6 of 425
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