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CRM ⇄ Database

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

Keep Clari and PostgreSQL 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 PostgreSQL

Treat Clari like part of your database: its records live in PostgreSQL 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 PostgreSQL, where it can be queried and joined like everything else.

Stacksync mirrors Activity (Capture), Account field extensions, Opportunity field extensions, Audit Events from Clari into Sequences, Custom Types and Enums, Tables, Views in PostgreSQL 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 Expose SaaS objects (CRM contacts, ERP invoices, support tickets) as Postgres tables that internal tools can query and join
  • 04 Let an application write to its own database and have those rows appear as records in business systems in near real time

Common sync patterns

Trigger workflows from CRM changes

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

Query the CRM like a database

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

Product events onto CRM records

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

What you can sync between Clari and PostgreSQL

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 PostgreSQL objects How this pairing syncs
Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. Custom Types and Enums Constrain synced values to a fixed set, mirroring picklist fields. Forecast is specific to Clari and Custom Types and Enums to PostgreSQL — 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. Tables The primary sync target; rows map one-to-one to records in connected SaaS systems. Quota is specific to Clari and Tables to PostgreSQL — each maps to any object or custom field on the other side.
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. Views Read-side projections used to expose joined or filtered data to a sync. Opportunities is specific to Clari and Views to PostgreSQL — 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. Materialized Views Precomputed result sets synced outward on a refresh schedule. Activity (Capture) is specific to Clari and Materialized Views to PostgreSQL — 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. Schemas Namespaces that scope which tables a sync reads and writes. Account field extensions is specific to Clari and Schemas to PostgreSQL — 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. Columns Field-level mapping targets; types are mapped to the connected system's field types. Opportunity field extensions is specific to Clari and Columns to PostgreSQL — each maps to any object or custom field on the other side.

How changes propagate between Clari and PostgreSQL

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 PostgreSQL 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 PostgreSQL as a row-level write, with types converted between the two schemas.

PostgreSQL Clari Sub-second propagation

DetectionChanges in PostgreSQL are captured at the source via change data capture — no polling loop against its API. Logical replication (wal_level = logical) for change data capture via the "Postgres" connector.

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.
  • PostgreSQL: No API rate limits; throughput is bounded by connection limits, instance resources, and replication slot throughput.
What ships with Clari ⇄ PostgreSQL

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari or PostgreSQL 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 PostgreSQL record.

Observability

Monitoring

Track your Clari ⇄ PostgreSQL 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 PostgreSQL.

How the Clari and PostgreSQL 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.

PostgreSQL

Integration surface
SQL wire protocol (PostgreSQL frontend/backend protocol)
Authentication
Database credentials (connection string or parameters), with optional SSL root certificate upload and optional SSH tunnel (SSH user + host); a least-privilege DB user
Change detection
Logical replication (wal_level = logical) for change data capture via the "Postgres" connector; database triggers (TRIGGER grant + stacksync_logging schema) via the trigger-based "Postgres Heroku" connector where
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput is bounded by connection limits, instance resources, and replication slot throughput
PostgreSQL setup guide
How it works

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

    Choose tables

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

Clari and PostgreSQL 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
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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:

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 461 integrations available for Clari and PostgreSQL.

Popular · 6 of 461
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