Real-time
Two-way sync
Changes in DealCloud or Rootstock ERP instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
DealCloud to Rootstock ERP integration — real-time, two-way sync
Keep DealCloud and Rootstock 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.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect DealCloud and Rootstock ERP
Close the gap between front office and back office: DealCloud and Rootstock ERP share customers and status in real time, in both directions.
DealCloud holds the customer relationship; Rootstock 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 Investment, Relationship, Activity, Task in DealCloud with Items / Products, Bills of Material, Inventory Balances, Receipts and Shipments in Rootstock 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 Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.
- 04 Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.
Common sync patterns
Where Rootstock ERP is the finance system of record: money status on the account
Invoice and payment state from Rootstock 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.
Where Rootstock ERP manages people and org data: keep DealCloud aligned
Owners, territories, and org structure informed by Rootstock ERP stay current in DealCloud.
What you can sync between DealCloud and Rootstock 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 | Rootstock ERP objects | How this pairing syncs | |
|---|---|---|---|
| User Synced with incremental and full sync. | Bills of Material Multi-level product structures read for costing and planning integrations. | User is specific to DealCloud and Bills of Material to Rootstock ERP — each maps to any object or custom field on the other side. | |
| Deal Synced with incremental and full sync. | Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS. | Deal is specific to DealCloud and Inventory Balances to Rootstock ERP — each maps to any object or custom field on the other side. | |
| Company Synced with incremental and full sync. | Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems. | Company is specific to DealCloud and Receipts and Shipments to Rootstock ERP — each maps to any object or custom field on the other side. | |
| Contact Synced with incremental and full sync. | Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. | Contact is specific to DealCloud and Salesforce Accounts and Contacts to Rootstock ERP — each maps to any object or custom field on the other side. | |
| Fund Synced with incremental and full sync. | Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. | Fund is specific to DealCloud and Sales Orders to Rootstock ERP — each maps to any object or custom field on the other side. | |
| Investment Synced with incremental and full sync. | Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. | Investment is specific to DealCloud and Work Orders to Rootstock ERP — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud and Rootstock 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 Rootstock 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 written to Rootstock ERP through its API, with automatic retries and rate-limit backoff.
Rootstock ERP DealCloud Sub-second propagation
DetectionChanges in Rootstock ERP are captured at the source via change data capture — no polling loop against its API. Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply).
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.
- Rootstock ERP: Consumes the Salesforce org's daily API request allocation, shared with other integrations.
What ships with DealCloud ⇄ Rootstock ERP
Connect DealCloud and Rootstock ERP for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Rootstock ERP connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud or Rootstock 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 Rootstock ERP record.
Observability
Monitoring
Track your DealCloud ⇄ Rootstock 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 Rootstock ERP.
How the DealCloud and Rootstock 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.
Rootstock ERP
- Integration surface
- Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
- Authentication
- OAuth 2.0 (standard Salesforce connected app flows)
- Change detection
- Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
- Capabilities
- read · write · CDC
- Rate limits
- Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works
How to connect DealCloud to Rootstock 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.
- 01
Connect your apps
Authenticate DealCloud and Rootstock ERP with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
DealCloud
connected
Rootstock ERP
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud and Rootstock 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.
objects · DealCloud ⇄ Rootstock ERPCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
DealCloud Rootstock ERPCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Rootstock ERP integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Rootstock ERP: authenticate both systems, choose the objects to sync (such as DealCloud's User and Deal), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed DealCloud and Rootstock ERP connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom DealCloud–Rootstock ERP integration in-house.
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Yes — Stacksync ships production-grade connectors for both DealCloud and Rootstock ERP. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on DealCloud: Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval. On Rootstock ERP: Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the DealCloud side: Investment, Relationship, Activity, Task, plus custom fields where DealCloud exposes them. On the Rootstock ERP side: Items / Products, Bills of Material, Inventory Balances, Receipts and Shipments. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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.
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ISO 27001
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GDPR
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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 Rootstock ERP.
Popular · 8 of 392
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DealCloud ⇄ Visibility ERP -
DealCloud ⇄ NetSuite -
DealCloud ⇄ Dynamics 365 F&O - DealCloud ⇄ SuiteAnalytics
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Rootstock ERP ⇄ Intercom -
Rootstock ERP ⇄ Kommo -
Rootstock ERP ⇄ Kustomer -
Rootstock ERP ⇄ Nimble
No integrations match .
