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CRM ⇄ ERP

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

Keep DealCloud and SAP 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 SAP

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

DealCloud holds the customer relationship; SAP 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 Deal, Company, Contact, Fund in DealCloud with Outbound Deliveries, Billing Documents, GL Accounts and Journal Entries, Production Orders in SAP 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 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 02 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 03 Expose sales order and delivery status to customer portals through a synced Postgres database instead of direct SAP access.
  • 04 Publish plant-level inventory to e-commerce and planning systems on change or on schedule.

Common sync patterns

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

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

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

Invoice and payment state from SAP 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 SAP

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 SAP objects How this pairing syncs
Fund Synced with incremental and full sync. Purchase Orders Procurement documents synced with supplier portals and spend tools. Fund is specific to DealCloud and Purchase Orders to SAP — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Outbound Deliveries Shipment documents synced to WMS, carriers, and customer portals. Investment is specific to DealCloud and Outbound Deliveries to SAP — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Billing Documents Invoices read for AR status and replicated for revenue reporting. Relationship is specific to DealCloud and Billing Documents to SAP — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. GL Accounts and Journal Entries Financial postings replicated to warehouses for group finance analytics. Activity is specific to DealCloud and GL Accounts and Journal Entries to SAP — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Production Orders Manufacturing orders exchanged with MES and scheduling systems. Task is specific to DealCloud and Production Orders to SAP — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Inventory / Stock Plant and storage-location quantities synced to storefronts and planning tools. User is specific to DealCloud and Inventory / Stock to SAP — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and SAP

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

SAP DealCloud Sub-second propagation

DetectionSAP notifies Stacksync of record changes through webhook events. Business events via SAP Event Mesh on S/4HANA.

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.
  • SAP: Throttling is configured at the gateway and tenant level rather than as a single published rate limit.
What ships with DealCloud ⇄ SAP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or SAP 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 SAP record.

Observability

Monitoring

Track your DealCloud ⇄ SAP 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 SAP.

How the DealCloud and SAP 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.

SAP

Integration surface
OData (v2/v4) APIs on S/4HANA; BAPI/RFC and IDoc on ECC and on-prem systems; SOAP services
Authentication
OAuth 2.0 or basic auth via communication arrangements on cloud editions; SAP user credentials for RFC on-prem
Change detection
Business events via SAP Event Mesh on S/4HANA; change pointers with IDocs or timestamp polling on ECC
Capabilities
read · write · webhooks
Rate limits
Throttling is configured at the gateway and tenant level rather than as a single published rate limit
How it works

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

    Choose tables

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

DealCloud and SAP 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 SAP.

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