Real-time
Two-way sync
Changes in Copper CRM or Rootstock ERP instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Copper CRM to Rootstock ERP integration — real-time, two-way sync
Keep Copper CRM and Rootstock ERP in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Copper CRM and Rootstock ERP
Close the gap between front office and back office: Copper CRM and Rootstock ERP share customers and status in real time, in both directions.
Copper CRM holds the customer relationship; Rootstock ERP 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 Opportunities, Activities, Tasks, Projects in Copper CRM with Bills of Material, Inventory Balances, Receipts and Shipments, Salesforce Accounts and Contacts in Rootstock ERP 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
- Two-way sync between Copper and an accounting or invoicing system so won opportunities become customers and invoices.
- Keep Copper contact data aligned with a marketing automation tool so Gmail-sourced contacts enter nurture flows.
- Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.
- Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
Where Rootstock ERP manages people and org data: keep Copper CRM aligned
Owners, territories, and org structure informed by Rootstock ERP stay current in Copper CRM.
Where Rootstock ERP handles order-to-cash: closed-won flows through
A deal won in Copper CRM creates or updates the customer in Rootstock ERP with clean data, so fulfillment and invoicing start without re-entry.
What you can sync between Copper CRM and Rootstock ERP
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.
| Copper CRM objects | Rootstock ERP objects | |
|---|---|---|
| Opportunities Deals tracked through pipelines and stages; synced for revenue reporting. | Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. | |
| Activities Logged emails, calls, meetings, and notes attached to records. | Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. | |
| Tasks To-dos with due dates and assignees, usable in workload syncs. | Purchase Orders Procurement documents synced with supplier portals and AP systems. | |
| Projects Post-sale work records Copper offers alongside classic CRM objects. | Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems. | |
| Pipelines Stage definitions that give opportunity records their stage context. | Bills of Material Multi-level product structures read for costing and planning integrations. | |
| Custom Field Definitions Org-defined fields whose definitions are fetched to build dynamic field mappings. | Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS. |
What ships with Copper CRM ⇄ Rootstock ERP
Connect Copper CRM and Rootstock ERP for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Copper CRM–Rootstock ERP connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Copper CRM or Rootstock ERP 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 Copper CRM or Rootstock ERP record.
Observability
Monitoring
Track your Copper CRM ⇄ Rootstock ERP sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Copper CRM and Rootstock ERP.
How the Copper CRM and Rootstock ERP connectors work
Copper CRM
- Integration surface
- REST API
- Authentication
- API key paired with the requesting user's email address, sent as request headers
- Change detection
- Webhook subscriptions for record create/update/delete events; polling as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
Rootstock ERP
- Integration surface
- Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
- Authentication
- OAuth 2.0 (standard Salesforce connected app flows)
- Change detection
- Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
- Capabilities
- read · write · CDC
- Rate limits
- Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works
How to connect Copper CRM to Rootstock ERP — 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 Copper CRM and Rootstock ERP with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Copper CRM
connected
Rootstock ERP
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Copper CRM and Rootstock ERP 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 · Copper CRM ⇄ Rootstock ERPCustomers 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.
Copper CRM Rootstock ERPCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Copper CRM and Rootstock ERP integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Copper CRM and Rootstock ERP: authenticate both systems, choose the objects to sync (such as Copper CRM's Opportunities and Activities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Copper CRM and Rootstock ERP records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Copper CRM and Rootstock ERP connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Copper CRM–Rootstock ERP integration in-house.
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Yes — Stacksync ships production-grade connectors for both Copper CRM and Rootstock ERP. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Copper CRM: Webhook subscriptions for record create/update/delete events; polling as fallback. On Rootstock ERP: Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Copper CRM side: Opportunities, Activities, Tasks, Projects, plus custom fields where Copper CRM exposes them. On the Rootstock ERP side: Bills of Material, Inventory Balances, Receipts and Shipments, Salesforce Accounts and Contacts. Stacksync auto-detects both schemas and converts types between the two systems.
SECURITY
Security teams love 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 386 integrations available for Copper CRM and Rootstock ERP.
Popular · 8 of 386
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Copper CRM ⇄ SAP S/4HANA -
Copper CRM ⇄ Odoo -
Copper CRM ⇄ Blue Yonder WMS -
Copper CRM ⇄ Brightpearl -
Rootstock ERP ⇄ Freshsales -
Rootstock ERP ⇄ Freshworks CRM -
Rootstock ERP ⇄ Gladly -
Rootstock ERP ⇄ Gorgias
No integrations match .
