Real-time
Two-way sync
Changes in Clari or Microsoft Dynamics GP instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Clari to Microsoft Dynamics GP integration — real-time, two-way sync
Keep Clari and Microsoft Dynamics GP 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 Microsoft Dynamics GP
Close the gap between front office and back office: Clari and Microsoft Dynamics GP share customers and status in real time, in both directions.
Clari holds the customer relationship; Microsoft Dynamics GP 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 Purchase Orders (POP), Inventory Items (IV), GL Accounts & Journal Entries, Receivables & Payables Transactions in Microsoft Dynamics GP 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 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.
- 02 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
- 03 Replicate GP company databases into a warehouse for financial and operational reporting.
- 04 Sync customers and invoices between GP and a CRM so sales sees balances and billing history.
Common sync patterns
Where Microsoft Dynamics GP is the finance system of record: money status on the account
Invoice and payment state from Microsoft Dynamics GP 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 Microsoft Dynamics GP manages people and org data: keep Clari aligned
Owners, territories, and org structure informed by Microsoft Dynamics GP stay current in Clari.
What you can sync between Clari and Microsoft Dynamics GP
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 | Microsoft Dynamics GP 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. | Customers Receivables master records (RM tables) synced with CRMs and billing tools. | Activity (Capture) is specific to Clari and Customers to Microsoft Dynamics GP — 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 Payables master records aligned with procurement and AP automation. | Account field extensions is specific to Clari and Vendors to Microsoft Dynamics GP — 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. | Sales Documents (SOP) Quotes, orders, and invoices created via eConnect from web or CRM orders. | Opportunity field extensions is specific to Clari and Sales Documents (SOP) to Microsoft Dynamics GP — 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. | Purchase Orders (POP) Procurement documents reconciled with receiving and vendor systems. | Audit Events is specific to Clari and Purchase Orders (POP) to Microsoft Dynamics GP — 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. | Inventory Items (IV) Item master and quantity data mirrored to ecommerce and planning systems. | Forecast is specific to Clari and Inventory Items (IV) to Microsoft Dynamics GP — 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. | GL Accounts & Journal Entries Financial ledger data replicated to warehouses for consolidated reporting. | Quota is specific to Clari and GL Accounts & Journal Entries to Microsoft Dynamics GP — each maps to any object or custom field on the other side. |
How changes propagate between Clari and Microsoft Dynamics GP
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 Microsoft Dynamics GP 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 applied to Microsoft Dynamics GP as a row-level write, with types converted between the two schemas.
Microsoft Dynamics GP Clari Sub-second propagation
DetectionChanges in Microsoft Dynamics GP are captured at the source via change data capture — no polling loop against its API. SQL Server change tracking or log-based CDC on the company database, or polling on row timestamps.
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 ⇄ Microsoft Dynamics GP
Connect Clari and Microsoft Dynamics GP for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–Microsoft Dynamics GP connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Clari or Microsoft Dynamics GP 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 Microsoft Dynamics GP record.
Observability
Monitoring
Track your Clari ⇄ Microsoft Dynamics GP 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 Microsoft Dynamics GP.
How the Clari and Microsoft Dynamics GP 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.
Microsoft Dynamics GP
- Integration surface
- SQL Server database access plus the eConnect stored-procedure API; Web Services for GP on some deployments
- Authentication
- SQL Server credentials or Windows authentication
- Change detection
- SQL Server change tracking or log-based CDC on the company database, or polling on row timestamps
- Capabilities
- read · write · CDC
How it works
How to connect Clari to Microsoft Dynamics GP — 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.
- 01
Connect your apps
Authenticate Clari and Microsoft Dynamics GP with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Clari
connected
Microsoft Dynamics GP
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Clari and Microsoft Dynamics GP 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.
objects · Clari ⇄ Microsoft Dynamics GPCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Clari Microsoft Dynamics GPCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Clari and Microsoft Dynamics GP integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Clari and Microsoft Dynamics GP: authenticate both systems, choose the objects to sync (such as Clari's Activity (Capture) and Account field extensions), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Clari side: Opportunity field extensions, Audit Events, Forecast, Quota, plus custom fields where Clari exposes them. On the Microsoft Dynamics GP side: Purchase Orders (POP), Inventory Items (IV), GL Accounts & Journal Entries, Receivables & Payables Transactions. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Clari and Microsoft Dynamics GP: Where Microsoft Dynamics GP is the finance system of record: money status on the account; One customer master; Where Microsoft Dynamics GP manages people and org data: keep Clari aligned. Invoice and payment state from Microsoft Dynamics GP shows on the account in Clari, so reps see balances before promising the next order.
-
Clari: 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. Microsoft Dynamics GP: SQL Server database access plus the eConnect stored-procedure API; Web Services for GP on some deployments. Authentication: SQL Server credentials or Windows authentication. Stacksync manages authentication, retries, and rate limits on both sides.
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Clari: Clari is a forecasting/RevOps layer on top of the CRM (usually Salesforce), which stays the opportunity system of record; Clari's own opportunity endpoint is read-only. Microsoft Dynamics GP: EConnect provides validated inserts and updates through stored procedures, which is safer than writing raw tables that GP business logic expects to control. Stacksync's field mapping accounts for these differences between Clari and Microsoft Dynamics GP without custom code.
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.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 421 integrations available for Clari and Microsoft Dynamics GP.
Popular · 5 of 421
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Clari ⇄ Brightpearl -
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Microsoft Dynamics GP ⇄ Seismic -
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Microsoft Dynamics GP ⇄ Gong
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