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CRM ⇄ E-commerce

Close to Magento integration — real-time, two-way sync

Keep Close and Magento 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 Close and Magento

Keep the customers and orders that Close and Magento share aligned in real time, so sales works from live purchase history and the store works from current account details.

Close holds the customer relationship: the contacts, accounts, and deals a go-to-market team works. Magento runs the buying side: who placed which order, what they bought, and where it ships. The two describe the same people and companies, and when they are connected only by exports, sales answers questions without recent orders in front of them while the store works from account details that changed weeks ago.

Stacksync links Smart Views, Leads, Contacts, Opportunities in Close to Customers, Inventory source items (MSI), Invoices, Shipments in Magento with bi-directional, real-time sync. New customers, order activity, and corrected contact details move in whichever direction you configure, field by field, with conflicts resolved by rules you set. A record created or changed on either side shows up on the other within seconds, with no CSV exports and no nightly job.

The shared entity is the customer, matched on email or an external ID, so both systems agree on who the buyer is and the order history sits next to the relationship instead of in a separate tab.

Common use cases

  • 01 Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.
  • 02 Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • 03 Sync Orders, invoices, and shipments from Magento into Postgres or a warehouse for revenue, margin, and fulfillment-SLA reporting.
  • 04 Master Products, prices, and Category assignments in an ERP or PIM and write them into Magento's catalog by SKU.

Common sync patterns

Where both keep product records: catalog and CRM products aligned

Where Close tracks products or line items and Magento holds the catalog, shared items are matched on SKU so quotes, deals, and orders reference the same products.

One customer identity across sales and store

A person who exists as a contact in Close and a buyer in Magento is kept as a single, deduplicated record, so both teams work from the same customer instead of two partial copies.

Where Magento records orders: purchase history on the account

Orders and their status from Magento appear on the matching contact or account in Close, so reps see what a customer has bought and what is in flight before the next conversation.

What you can sync between Close and Magento

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.

Close objects Magento objects How this pairing syncs
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Shipments Shipment and tracking records against orders; created or read to drive fulfillment status between Magento and a 3PL/WMS. Custom Activities is specific to Close and Shipments to Magento — each maps to any object or custom field on the other side.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Carts / quotes Active and guest carts (quotes) with items and totals; read for abandoned-cart analysis (not available on the Cloud Service subset). Custom Fields is specific to Close and Carts / quotes to Magento — each maps to any object or custom field on the other side.
Users Sales reps referenced as owners on leads, opportunities, and activities. Products Catalog items keyed by SKU; carry created_at/updated_at for incremental polling and are written two-way from a PIM or ERP into the storefront. Users is specific to Close and Products to Magento — each maps to any object or custom field on the other side.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Configurable / variant products Parent configurable products link to simple product variants by attribute; synced so size/color SKUs and their prices stay aligned with source systems. Smart Views is specific to Close and Configurable / variant products to Magento — each maps to any object or custom field on the other side.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Categories Catalog tree and product-to-category assignments; written into Magento to control merchandising and read out for taxonomy reporting. Leads is specific to Close and Categories to Magento — each maps to any object or custom field on the other side.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Orders Sales orders with line items, totals, and status; typically read out of Magento into a warehouse or ERP for fulfillment and revenue reporting. Contacts is specific to Close and Orders to Magento — each maps to any object or custom field on the other side.

How changes propagate between Close and Magento

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.

Close Magento Sub-second propagation

DetectionClose notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, with polling on date_updated fields for backfills.

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

Magento Close Sub-second propagation

DetectionMagento notifies Stacksync of record changes through webhook events. Polling with searchCriteria filters on updated_at (catalog, sales, and customer entities carry created_at/updated_at).

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

Rate-limit considerations

  • Close: Subject to per-endpoint rate limits communicated in response headers.
  • Magento: No fixed request-per-minute cap on PaaS/on-prem; responses page via searchCriteria pageSize/currentPage under a default maximum page size of 300 (Web API Input Limits), with /async/bulk endpoints for large writes.
What ships with Close ⇄ Magento

Connect Close and Magento for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Close or Magento instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Magento 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 Close or Magento record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Close and Magento.

How the Close and Magento connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

Magento

Integration surface
REST and GraphQL Web APIs (SOAP also available)
Authentication
Token-based OAuth: an integration's access token (consumer key/secret + access token/secret) or a Bearer admin token (default 4-hour expiry); Adobe Commerce as a Cloud Service authenticates via Adobe IMS (OAuth 2)
Change detection
Polling with searchCriteria filters on updated_at (catalog, sales, and customer entities carry created_at/updated_at); optional near-real-time via the Adobe Commerce Webhooks / Adobe I/O Events modules (order/created, product/updated, customer/created)
Capabilities
read · write · webhooks
Rate limits
No fixed request-per-minute cap on PaaS/on-prem; responses page via searchCriteria pageSize/currentPage under a default maximum page size of 300 (Web API Input Limits), with /async/bulk endpoints for large writes.
How it works

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

    Choose tables

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

Close and Magento 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
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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 487 integrations available for Close and Magento.

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