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CRM ⇄ ERP

DealCloud to DEAR Inventory integration — real-time, two-way sync

Keep DealCloud and DEAR Inventory 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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Why teams connect DealCloud and DEAR Inventory

Close the gap between front office and back office: DealCloud and DEAR Inventory share customers and status in real time, in both directions.

DealCloud holds the customer relationship; DEAR Inventory 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 Relationship, Activity, Task, User in DealCloud with Stock levels, Sale orders, Purchase orders, Customers in DEAR Inventory 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 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 02 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 03 Push sale orders from a storefront or CRM into DEAR for fulfillment without manual re-entry.
  • 04 Land orders, costs, and inventory movements in a warehouse for margin and stock-turn reporting.

Common sync patterns

Where DEAR Inventory is the finance system of record: money status on the account

Invoice and payment state from DEAR Inventory shows on the account in DealCloud, 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 DEAR Inventory manages people and org data: keep DealCloud aligned

Owners, territories, and org structure informed by DEAR Inventory stay current in DealCloud.

What you can sync between DealCloud and DEAR Inventory

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.

DealCloud objects DEAR Inventory objects How this pairing syncs
Contact Synced with incremental and full sync. Stock levels Per-location availability derived from inventory transactions; read-heavy in storefront syncs. Contact is specific to DealCloud and Stock levels to DEAR Inventory — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. Sale orders Customer orders through their pick/pack/ship lifecycle; synced with storefronts and CRMs. Fund is specific to DealCloud and Sale orders to DEAR Inventory — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Purchase orders Supplier orders and receiving records synced with accounting and planning tools. Investment is specific to DealCloud and Purchase orders to DEAR Inventory — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Customers Buyer records aligned with CRM and accounting counterparts. Relationship is specific to DealCloud and Customers to DEAR Inventory — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Suppliers Vendor records referenced on purchase orders. Activity is specific to DealCloud and Suppliers to DEAR Inventory — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Stock adjustments and transfers Inventory movement transactions that explain changes in availability. Task is specific to DealCloud and Stock adjustments and transfers to DEAR Inventory — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and DEAR Inventory

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.

DealCloud DEAR Inventory Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

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

DEAR Inventory DealCloud Sub-second propagation

DetectionDEAR Inventory notifies Stacksync of record changes through webhook events. Polling with modified-since filters.

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

Rate-limit considerations

  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
  • DEAR Inventory: Subject to the platform's per-account API rate limits.
What ships with DealCloud ⇄ DEAR Inventory

Connect DealCloud and DEAR Inventory for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–DEAR Inventory connection.

Real-time

Two-way sync

Changes in DealCloud or DEAR Inventory instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or DEAR Inventory 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 DealCloud or DEAR Inventory record.

Observability

Monitoring

Track your DealCloud ⇄ DEAR Inventory sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between DealCloud and DEAR Inventory.

How the DealCloud and DEAR Inventory connectors work

DealCloud

Integration surface
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.

DEAR Inventory

Integration surface
REST API
Authentication
Account ID plus application key sent as request headers
Change detection
Polling with modified-since filters; webhook notifications for sale and purchase events are available on subscriptions that include the Automation module
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's per-account API rate limits
How it works

How to connect DealCloud to DEAR Inventory — 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 DealCloud and DEAR Inventory 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
    DealCloud connected
    DEAR Inventory connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the DealCloud and DEAR Inventory 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 · DealCloud ⇄ DEAR Inventory
    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
    DealCloud DEAR Inventory
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

DealCloud and DEAR Inventory 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 392 integrations available for DealCloud and DEAR Inventory.

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