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CRM ⇄ Database

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

Keep DealCloud and OpenSearch 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 OpenSearch

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

Stacksync mirrors Company, Contact, Fund, Investment from DealCloud into Data streams, Snapshots, Indexes, Documents in OpenSearch 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 Sync product catalogs from an ERP or database into the indexes that back storefront search.
  • 04 Keep Postgres as the source of truth while mirroring rows to OpenSearch for full-text and vector queries.

Common sync patterns

Query the CRM like a database

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

Product events onto CRM records

Signup, usage, or lifecycle changes written to OpenSearch 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 OpenSearch

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 OpenSearch objects How this pairing syncs
Activity Synced with incremental and full sync. Data streams Append-oriented time-series storage for logs and events pushed from source systems Activity is specific to DealCloud and Data streams to OpenSearch — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Snapshots Backup artifacts, relevant when reseeding an index from a repository Task is specific to DealCloud and Snapshots to OpenSearch — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Indexes The core container; synced records land in indexes with defined mappings User is specific to DealCloud and Indexes to OpenSearch — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Documents JSON records written via the index and bulk APIs and read via search queries Deal is specific to DealCloud and Documents to OpenSearch — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Index aliases Stable names over rotating indexes, used for zero-downtime reindex during backfills Company is specific to DealCloud and Index aliases to OpenSearch — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Index templates Mapping and settings presets applied to new indexes a sync creates Contact is specific to DealCloud and Index templates to OpenSearch — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and OpenSearch

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

OpenSearch DealCloud Interval-based propagation

DetectionStacksync polls OpenSearch for changes on an incremental schedule, reading only records changed since the previous pass. No native change feed.

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.
  • OpenSearch: Throughput bounded by cluster sizing rather than fixed API quotas.
What ships with DealCloud ⇄ OpenSearch

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or OpenSearch 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 OpenSearch record.

Observability

Monitoring

Track your DealCloud ⇄ OpenSearch 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 OpenSearch.

How the DealCloud and OpenSearch 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.

OpenSearch

Integration surface
REST API over HTTP(S) with JSON payloads
Authentication
basic authentication with the security plugin, or AWS IAM request signing on Amazon OpenSearch Service
Change detection
no native change feed; reads rely on queries with scroll or point-in-time polling
Capabilities
read · write
Rate limits
throughput bounded by cluster sizing rather than fixed API quotas
How it works

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

    Choose tables

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

DealCloud and OpenSearch 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 OpenSearch.

Popular · 8 of 392
All DealCloud integrations All OpenSearch integrations Browse all integrations
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