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CRM ⇄ ERP

DealCloud to Microsoft Dynamics GP integration — real-time, two-way sync

Keep DealCloud and Microsoft Dynamics GP 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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Migrated from MuleSoft
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Why teams connect DealCloud and Microsoft Dynamics GP

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

DealCloud holds the customer relationship; Microsoft Dynamics GP 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 Company, Contact, Fund, Investment in DealCloud with Company Databases, Customers, Vendors, Sales Documents (SOP) in Microsoft Dynamics GP 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 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 Run continuous sync between GP and a replacement cloud ERP during migration.
  • 04 Replicate GP company databases into a warehouse for financial and operational reporting.

Common sync patterns

Where Microsoft Dynamics GP manages people and org data: keep DealCloud aligned

Owners, territories, and org structure informed by Microsoft Dynamics GP stay current in DealCloud.

Where Microsoft Dynamics GP handles order-to-cash: closed-won flows through

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

Where Microsoft Dynamics GP is the finance system of record: money status on the account

Invoice and payment state from Microsoft Dynamics GP shows on the account in DealCloud, so reps see balances before promising the next order.

What you can sync between DealCloud and Microsoft Dynamics GP

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 Microsoft Dynamics GP objects How this pairing syncs
Relationship Synced with incremental and full sync. Inventory Items (IV) Item master and quantity data mirrored to ecommerce and planning systems. Relationship is specific to DealCloud and Inventory Items (IV) to Microsoft Dynamics GP — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. GL Accounts & Journal Entries Financial ledger data replicated to warehouses for consolidated reporting. Activity is specific to DealCloud and GL Accounts & Journal Entries to Microsoft Dynamics GP — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Receivables & Payables Transactions Open and historical AR/AP transactions read for cash and aging reporting. Task is specific to DealCloud and Receivables & Payables Transactions to Microsoft Dynamics GP — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Company Databases Per-company SQL databases that define the scope of any sync. User is specific to DealCloud and Company Databases to Microsoft Dynamics GP — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Customers Receivables master records (RM tables) synced with CRMs and billing tools. Deal is specific to DealCloud and Customers to Microsoft Dynamics GP — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Vendors Payables master records aligned with procurement and AP automation. Company is specific to DealCloud and Vendors to Microsoft Dynamics GP — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Microsoft Dynamics GP

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 Microsoft Dynamics GP 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 Microsoft Dynamics GP as a row-level write, with types converted between the two schemas.

Microsoft Dynamics GP DealCloud Sub-second propagation

DetectionChanges in Microsoft Dynamics GP are captured at the source via change data capture — no polling loop against its API. SQL Server change tracking or log-based CDC on the company database, or polling on row timestamps.

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 ⇄ Microsoft Dynamics GP

Connect DealCloud and Microsoft Dynamics GP for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Microsoft Dynamics GP 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 Microsoft Dynamics GP record.

Observability

Monitoring

Track your DealCloud ⇄ Microsoft Dynamics GP 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 Microsoft Dynamics GP.

How the DealCloud and Microsoft Dynamics GP 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.

Microsoft Dynamics GP

Integration surface
SQL Server database access plus the eConnect stored-procedure API; Web Services for GP on some deployments
Authentication
SQL Server credentials or Windows authentication
Change detection
SQL Server change tracking or log-based CDC on the company database, or polling on row timestamps
Capabilities
read · write · CDC
How it works

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

    Choose tables

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

DealCloud and Microsoft Dynamics GP 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 Microsoft Dynamics GP.

Popular · 8 of 392
All DealCloud integrations All Microsoft Dynamics GP integrations Browse all integrations
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