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CRM ⇄ ERP

DealCloud to Macola ERP integration — real-time, two-way sync

Keep DealCloud and Macola 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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Why teams connect DealCloud and Macola ERP

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

DealCloud holds the customer relationship; Macola 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 Fund, Investment, Relationship, Activity in DealCloud with GL Accounts & Journal Entries, Bills of Material, Work Orders, Customers in Macola 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

  • 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 Push web or EDI orders into Macola order entry instead of rekeying them.
  • 04 Run continuous sync during a migration from Macola to a cloud ERP.

Common sync patterns

Where Macola ERP handles order-to-cash: closed-won flows through

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

Where Macola ERP is the finance system of record: money status on the account

Invoice and payment state from Macola ERP 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.

What you can sync between DealCloud and Macola 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.

DealCloud objects Macola ERP objects How this pairing syncs
Activity Synced with incremental and full sync. Sales Orders Order entry documents created from web or CRM orders and read back for status. Activity is specific to DealCloud and Sales Orders to Macola ERP — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Purchase Orders Procurement documents reconciled against receiving and vendor systems. Task is specific to DealCloud and Purchase Orders to Macola ERP — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Invoices AR documents synced to billing, CRM, and reporting destinations. User is specific to DealCloud and Invoices to Macola ERP — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. GL Accounts & Journal Entries Financial ledger data replicated to warehouses for reporting. Deal is specific to DealCloud and GL Accounts & Journal Entries to Macola ERP — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Bills of Material Manufacturing structures read for planning and costing integrations. Company is specific to DealCloud and Bills of Material to Macola ERP — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Work Orders Shop-floor production orders tracked for status and completion syncs. Contact is specific to DealCloud and Work Orders to Macola ERP — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Macola ERP

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 Macola ERP 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 Macola ERP as a row-level write, with types converted between the two schemas.

Macola ERP DealCloud Sub-second propagation

DetectionChanges in Macola ERP are captured at the source via change data capture — no polling loop against its API. CDC or change tracking on the underlying SQL Server database, or timestamp-based 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.
What ships with DealCloud ⇄ Macola ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Macola 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 DealCloud or Macola ERP record.

Observability

Monitoring

Track your DealCloud ⇄ Macola ERP 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 Macola ERP.

How the DealCloud and Macola ERP 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.

Macola ERP

Integration surface
SQL Server database access, with product-level integration interfaces in newer Macola versions
Authentication
Database credentials (SQL Server or Windows authentication)
Change detection
CDC or change tracking on the underlying SQL Server database, or timestamp-based polling
Capabilities
read · write · CDC
How it works

How to connect DealCloud to Macola 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.

  1. 01

    Connect your apps

    Authenticate DealCloud and Macola ERP 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
    Macola ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the DealCloud and Macola 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · DealCloud ⇄ Macola ERP
    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 Macola ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

DealCloud and Macola ERP 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 Macola ERP.

Popular · 8 of 392
All DealCloud integrations All Macola ERP integrations Browse all integrations
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