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CRM ⇄ ERP

Clari to SAP Business ByDesign integration — real-time, two-way sync

Keep Clari and SAP Business ByDesign 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 SAP Business ByDesign

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

Clari holds the customer relationship; SAP Business ByDesign 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 Audit Events, Forecast, Quota, Opportunities in Clari with Materials / Products, Purchase Orders, Opportunities, Projects in SAP Business ByDesign 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 Sync ByDesign accounts and contacts with an external CRM so sales works outside the ERP while finance keeps the master record.
  • 04 Create sales orders in ByDesign from e-commerce or CPQ systems and sync order and delivery status back.

Common sync patterns

Where SAP Business ByDesign is the finance system of record: money status on the account

Invoice and payment state from SAP Business ByDesign 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 SAP Business ByDesign manages people and org data: keep Clari aligned

Owners, territories, and org structure informed by SAP Business ByDesign stay current in Clari.

What you can sync between Clari and SAP Business ByDesign

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 SAP Business ByDesign 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. Opportunities Built-in CRM records synced with external sales tools when both are in use. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. Business Partners (Accounts) Customer and supplier master data synced with CRMs and procurement tools. Opportunity field extensions is specific to Clari and Business Partners (Accounts) to SAP Business ByDesign — 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. Contacts Person records linked to accounts, aligned with CRM contact objects. Audit Events is specific to Clari and Contacts to SAP Business ByDesign — 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 Orders Order documents created from external channels and read for status. Forecast is specific to Clari and Sales Orders to SAP Business ByDesign — 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. Customer Invoices Billing documents synced outward for collections and CRM visibility. Quota is specific to Clari and Customer Invoices to SAP Business ByDesign — 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. Materials / Products Item master data aligned with e-commerce and inventory systems. Activity (Capture) is specific to Clari and Materials / Products to SAP Business ByDesign — each maps to any object or custom field on the other side.

How changes propagate between Clari and SAP Business ByDesign

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 SAP Business ByDesign 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 SAP Business ByDesign through its API, with automatic retries and rate-limit backoff.

SAP Business ByDesign Clari Interval-based propagation

DetectionStacksync polls SAP Business ByDesign for changes on an incremental schedule, reading only records changed since the previous pass. Polling on last-changed 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 ⇄ SAP Business ByDesign

Connect Clari and SAP Business ByDesign for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari or SAP Business ByDesign 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 SAP Business ByDesign record.

Observability

Monitoring

Track your Clari ⇄ SAP Business ByDesign 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 SAP Business ByDesign.

How the Clari and SAP Business ByDesign 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.

SAP Business ByDesign

Integration surface
SOAP web services plus OData services for analytical and custom data access
Authentication
Basic authentication over TLS for service users; OAuth-based options exist for certain scenarios
Change detection
Polling on last-changed timestamps; the platform does not offer a general webhook surface
Capabilities
read · write
How it works

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

    Choose tables

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

Clari and SAP Business ByDesign 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 432 integrations available for Clari and SAP Business ByDesign.

Popular · 5 of 432
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