Skip to content
CRM ⇄ ERP

DealCloud to JobBOSS² integration — real-time, two-way sync

Keep DealCloud and JobBOSS² 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect DealCloud and JobBOSS²

Close the gap between front office and back office: DealCloud and JobBOSS² share customers and status in real time, in both directions.

DealCloud holds the customer relationship; JobBOSS² 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 Task, User, Deal, Company in DealCloud with Customers, Quotes / Estimates, Jobs / Work Orders, Routings & Operations in JobBOSS² 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 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 Sync quotes and jobs from JobBOSS² to a CRM so estimators and sales share live status on make-to-order work
  • 04 Push won CRM deals into JobBOSS² as quotes or orders without re-keying part and customer details

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 JobBOSS² manages people and org data: keep DealCloud aligned

Owners, territories, and org structure informed by JobBOSS² stay current in DealCloud.

Where JobBOSS² handles order-to-cash: closed-won flows through

A deal won in DealCloud creates or updates the customer in JobBOSS² with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between DealCloud and JobBOSS²

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 JobBOSS² objects How this pairing syncs
User Synced with incremental and full sync. Jobs / Work Orders Job records carry production status back to sales and customer-facing tools. User is specific to DealCloud and Jobs / Work Orders to JobBOSS² — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Routings & Operations Operation steps support scheduling and costing data in external reporting. Deal is specific to DealCloud and Routings & Operations to JobBOSS² — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Materials & Inventory Material and stock data feed purchasing and availability checks. Company is specific to DealCloud and Materials & Inventory to JobBOSS² — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Purchase Orders PO data syncs outward for spend and receiving visibility. Contact is specific to DealCloud and Purchase Orders to JobBOSS² — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. Vendors Vendor records keep procurement and accounting tools consistent. Fund is specific to DealCloud and Vendors to JobBOSS² — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Time Entries Shop-floor time data consolidates into costing and payroll reporting. Investment is specific to DealCloud and Time Entries to JobBOSS² — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and JobBOSS²

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 JobBOSS² 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 JobBOSS² through its API, with automatic retries and rate-limit backoff.

JobBOSS² DealCloud Interval-based propagation

DetectionStacksync polls JobBOSS² for changes on an incremental schedule, reading only records changed since the previous pass. Polling.

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.
  • JobBOSS²: Subject to the platform's API rate limits.
What ships with DealCloud ⇄ JobBOSS²

Connect DealCloud and JobBOSS² for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–JobBOSS² connection.

Real-time

Two-way sync

Changes in DealCloud or JobBOSS² instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or JobBOSS² 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 JobBOSS² record.

Observability

Monitoring

Track your DealCloud ⇄ JobBOSS² 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 JobBOSS².

How the DealCloud and JobBOSS² 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.

JobBOSS²

Integration surface
REST API (vendor-provided; coverage varies by edition and deployment)
Authentication
API key or vendor-issued credentials
Change detection
Polling
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits
How it works

How to connect DealCloud to JobBOSS² — 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 JobBOSS² 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
    JobBOSS² connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the DealCloud and JobBOSS² 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 ⇄ JobBOSS²
    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 JobBOSS²
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

DealCloud and JobBOSS² 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
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:

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 392 integrations available for DealCloud and JobBOSS².

Popular · 8 of 392
All DealCloud integrations All JobBOSS² integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own