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CRM ⇄ ERP

DealCloud to E2 Shop System integration — real-time data sync

Keep DealCloud and E2 Shop System 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 E2 Shop System

Flow E2 Shop System data into DealCloud in real time — no exports, no schedulers, no custom scripts.

E2 Shop System is a read-only source: Stacksync reads its data in real time and delivers it into DealCloud, so DealCloud always reflects the current state of E2 Shop System — without exports, scripts, or schedulers.

DealCloud holds the customer relationship; E2 Shop System 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.

Common use cases

  • 01 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 02 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 03 Keep purchase order data visible to planning or supplier-facing tools without direct ERP access.
  • 04 Replicate job and work order status into a reporting database to power shop-floor and delivery dashboards.

Common sync patterns

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where E2 Shop System manages people and org data: keep DealCloud aligned

Owners, territories, and org structure informed by E2 Shop System stay current in DealCloud.

Where E2 Shop System handles order-to-cash: closed-won flows through

A deal won in DealCloud creates or updates the customer in E2 Shop System with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between DealCloud and E2 Shop System

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 E2 Shop System objects How this pairing syncs
Investment Synced with incremental and full sync. Purchase orders Outside material and service purchases tied to jobs. Investment is specific to DealCloud and Purchase orders to E2 Shop System — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Time tickets Labor collection records used for job costing. Relationship is specific to DealCloud and Time tickets to E2 Shop System — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Invoices Billing records synced to accounting for AR reporting. Activity is specific to DealCloud and Invoices to E2 Shop System — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Quotes / Estimates Job shop quotes with material and routing cost buildups; the start of the order lifecycle. Task is specific to DealCloud and Quotes / Estimates to E2 Shop System — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Jobs / Work orders Released work with routings and status; the record shop-floor dashboards track. User is specific to DealCloud and Jobs / Work orders to E2 Shop System — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Customers Buyer records synced to CRM or accounting counterparts. Deal is specific to DealCloud and Customers to E2 Shop System — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and E2 Shop System

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 E2 Shop System 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.

DeliveryE2 Shop System does not accept inbound record writes, so this direction carries requests rather than records: E2 Shop System's output flows back as field updates on the originating DealCloud records.

E2 Shop System DealCloud Interval-based propagation

DetectionStacksync polls E2 Shop System for changes on an incremental schedule, reading only records changed since the previous pass. Polling database tables or scheduled exports.

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.
  • E2 Shop System: Not API-bound; constrained by on-premises database access windows.
What ships with DealCloud ⇄ E2 Shop System

Connect DealCloud and E2 Shop System for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–E2 Shop System connection.

Real-time

Real-time sync

Changes in DealCloud or E2 Shop System instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or E2 Shop System 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 E2 Shop System record.

Observability

Monitoring

Track your DealCloud ⇄ E2 Shop System 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 E2 Shop System.

How the DealCloud and E2 Shop System 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.

E2 Shop System

Integration surface
No broadly documented public web API; integration typically works through the underlying database or application import/export, depending on deployment
Authentication
Database credentials or application-level export access on the on-premises installation
Change detection
Polling database tables or scheduled exports
Capabilities
read
Rate limits
Not API-bound; constrained by on-premises database access windows
How it works

How to connect DealCloud to E2 Shop System — 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 E2 Shop System 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
    E2 Shop System connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the DealCloud and E2 Shop System 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 ⇄ E2 Shop System
    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 E2 Shop System
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

DealCloud and E2 Shop System 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 E2 Shop System.

Popular · 8 of 392
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