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CRM ⇄ Database

DealCloud to DuckDB integration — real-time, two-way sync

Keep DealCloud and DuckDB 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 DuckDB

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

Stacksync mirrors Deal, Company, Contact, Fund from DealCloud into Schemas, Tables, Views, External files (Parquet/CSV/JSON) in DuckDB with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in DealCloud 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 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 02 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 03 Use DuckDB as a transform step: read synced Parquet exports, aggregate with SQL, and write results back to an operational database.
  • 04 Sync SaaS data to Parquet on object storage and query it with DuckDB without standing up a warehouse.

Common sync patterns

Query the CRM like a database

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

Product events onto CRM records

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

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the DealCloud API, limits, and retries.

What you can sync between DealCloud and DuckDB

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 DuckDB objects How this pairing syncs
Fund Synced with incremental and full sync. Database files Single-file .duckdb databases that jobs read and write directly on disk or object storage. Fund is specific to DealCloud and Database files to DuckDB — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Schemas Namespaces within a database used to organize tables in sync outputs. Investment is specific to DealCloud and Schemas to DuckDB — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Tables Columnar tables created via SQL; the destination for materialized sync data. Relationship is specific to DealCloud and Tables to DuckDB — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Views SQL views used to shape or filter data for downstream consumers. Activity is specific to DealCloud and Views to DuckDB — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. External files (Parquet/CSV/JSON) Files DuckDB queries in place without loading, common as a sync interchange format. Task is specific to DealCloud and External files (Parquet/CSV/JSON) to DuckDB — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Attached databases Additional database files or external systems attached into one session for cross-source queries. User is specific to DealCloud and Attached databases to DuckDB — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and DuckDB

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 DuckDB 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 applied to DuckDB as a row-level write, with types converted between the two schemas.

DuckDB DealCloud Interval-based propagation

DetectionStacksync polls DuckDB for changes on an incremental schedule, reading only records changed since the previous pass. Polling or full re-reads.

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.
  • DuckDB: No API rate limits; throughput is bounded by local compute and I/O.
What ships with DealCloud ⇄ DuckDB

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or DuckDB 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 DuckDB record.

Observability

Monitoring

Track your DealCloud ⇄ DuckDB 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 DuckDB.

How the DealCloud and DuckDB 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.

DuckDB

Integration surface
In-process SQL engine via client libraries (Python, Node.js, JDBC, CLI); no server or network API by default
Authentication
None built in; access control is file-system level (MotherDuck adds token auth for its hosted service)
Change detection
Polling or full re-reads; no change feed or transaction log API
Capabilities
read · write
Rate limits
No API rate limits; throughput is bounded by local compute and I/O
How it works

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

    Choose tables

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

DealCloud and DuckDB 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 DuckDB.

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