Real-time
Two-way sync
Changes in DealCloud or Sysaid instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
DealCloud to Sysaid integration — real-time, two-way sync
Keep DealCloud and Sysaid 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 Sysaid
Sync what happens in Sysaid with the customer records in DealCloud, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Sysaid holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Assets, Configuration Items (CIs), Companies, Custom Fields in Sysaid to User, Deal, Company, Contact in DealCloud with bi-directional, real-time sync. Activity and record changes in Sysaid update the matching contact or account in DealCloud, and CRM data flows the other way wherever Sysaid can store and use it.
Common use cases
- 01 Two-way sync Incidents and Service Requests with a Postgres database so on-call and internal apps read and update tickets in SQL while agents keep working in SysAid.
- 02 Create SysAid Incidents from monitoring or error-tracking alerts, then write status and resolution back so both systems stay aligned.
- 03 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
- 04 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
Common sync patterns
Where Sysaid can store CRM context: fields kept current
Owner, lifecycle stage, or account details from DealCloud sync into Sysaid, so people working there have the context without switching tools.
Where Sysaid handles support or shared inboxes
Tickets and conversations attach to the right contact and account in DealCloud, so sales sees open issues before the next call.
Where Sysaid supplies contact or company data
Enriched fields land directly on records in DealCloud, and refreshes keep them from going stale.
What you can sync between DealCloud and Sysaid
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 | Sysaid objects | How this pairing syncs | |
|---|---|---|---|
| Company Synced with incremental and full sync. | Companies Customer and department organizations that scope tickets and users; mapped to Accounts in a CRM or org tables in a database. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| User Synced with incremental and full sync. | Users End users and admins on the /users endpoint; synced with an HRIS or identity source to keep requester and agent records current. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Activity Synced with incremental and full sync. | Problems Root-cause records that group related incidents; read and written to keep problem management aligned with an external ITSM or reporting store. | Activity is specific to DealCloud and Problems to Sysaid — each maps to any object or custom field on the other side. | |
| Task Synced with incremental and full sync. | Changes Change records (type=change) with approval and scheduling fields; synced two-way to drive CAB review and deployment workflows. | Task is specific to DealCloud and Changes to Sysaid — each maps to any object or custom field on the other side. | |
| Deal Synced with incremental and full sync. | Assets Hardware and software inventory; read out to a warehouse or written from a discovery or CMDB source of truth. | Deal is specific to DealCloud and Assets to Sysaid — each maps to any object or custom field on the other side. | |
| Contact Synced with incremental and full sync. | Configuration Items (CIs) CMDB entries and their relationships; synced with an external CMDB or asset database for one inventory view. | Contact is specific to DealCloud and Configuration Items (CIs) to Sysaid — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud and Sysaid
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 Sysaid 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 Sysaid through its API, with automatic retries and rate-limit backoff.
Sysaid DealCloud Sub-second propagation
DetectionSysaid notifies Stacksync of record changes through webhook events. Webhooks (beta) push sr.created and sr.updated events with changed-field diffs and an X-Sysaid-Signature.
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.
- Sysaid: Requests are throttled per the X-RateLimit-Limit / -Remaining / -Reset headers; list calls are paginated with a limit parameter and each org is capped at 100 application keys.
What ships with DealCloud ⇄ Sysaid
Connect DealCloud and Sysaid for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Sysaid connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud or Sysaid 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 Sysaid record.
Observability
Monitoring
Track your DealCloud ⇄ Sysaid 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 Sysaid.
How the DealCloud and Sysaid 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.
Sysaid
- Integration surface
- REST API (JSON)
- Authentication
- Client-credentials app keys: an application key (clientId/clientSecret) is created via /v1/application-keys, then exchanged at /v1/access-tokens for a bearer token (default 24h, up to 30 days); an x-sysaid-accountid header scopes the account. Legacy V0 uses session-cookie login.
- Change detection
- Webhooks (beta) push sr.created and sr.updated events with changed-field diffs and an X-Sysaid-Signature; otherwise poll the /sr endpoint filtering on update_time.gte.
- Capabilities
- read · write · webhooks
- Rate limits
- Requests are throttled per the X-RateLimit-Limit / -Remaining / -Reset headers; list calls are paginated with a limit parameter and each org is capped at 100 application keys.
How it works
How to connect DealCloud to Sysaid — 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 Sysaid 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
Sysaid
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud and Sysaid 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 ⇄ SysaidCustomers 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 SysaidCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Sysaid integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Sysaid: authenticate both systems, choose the objects to sync (such as DealCloud's Company and User), 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 Sysaid connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom DealCloud–Sysaid integration in-house.
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Yes — Stacksync ships production-grade connectors for both DealCloud and Sysaid. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
-
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 Sysaid: Webhooks (beta) push sr.created and sr.updated events with changed-field diffs and an X-Sysaid-Signature; otherwise poll the /sr endpoint filtering on update_time.gte. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
-
On the Sysaid side: Assets, Configuration Items (CIs), Companies, Custom Fields, plus custom fields where Sysaid exposes them. On the DealCloud side: User, Deal, Company, Contact. Stacksync auto-detects both schemas and converts types between the two systems.
-
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.
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:
Related integrations
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