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CRM ⇄ ERP

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

Keep DealCloud and Syspro 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 Syspro

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

DealCloud holds the customer relationship; Syspro 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 Task, User, Deal, Company in DealCloud with AR invoices, GL journals, Warehouses, Customers in Syspro 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 Write sales orders from e-commerce platforms or CRMs into SYSPRO without manual re-entry
  • 04 Keep inventory balances and item masters aligned between SYSPRO and a WMS or storefront

Common sync patterns

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Syspro manages people and org data: keep DealCloud aligned

Owners, territories, and org structure informed by Syspro stay current in DealCloud.

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

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

What you can sync between DealCloud and Syspro

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 Syspro objects How this pairing syncs
Contact Synced with incremental and full sync. Purchase orders Procurement documents synced with supplier portals and receiving. Contact is specific to DealCloud and Purchase orders to Syspro — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. Jobs (work orders) Manufacturing jobs and WIP tracked for production reporting. Fund is specific to DealCloud and Jobs (work orders) to Syspro — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Bills of materials Product structures referenced when syncing manufacturing data. Investment is specific to DealCloud and Bills of materials to Syspro — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. AR invoices Billing documents surfaced to CRMs and finance reporting. Relationship is specific to DealCloud and AR invoices to Syspro — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. GL journals Financial postings extracted for consolidation and analytics. Activity is specific to DealCloud and GL journals to Syspro — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Warehouses Stocking locations that scope inventory balances. Task is specific to DealCloud and Warehouses to Syspro — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Syspro

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

Syspro DealCloud Interval-based propagation

DetectionStacksync polls Syspro for changes on an incremental schedule, reading only records changed since the previous pass. Polling.

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.
  • Syspro: Throughput depends on the customer's server sizing; many deployments are on-premise.
What ships with DealCloud ⇄ Syspro

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Syspro 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 Syspro record.

Observability

Monitoring

Track your DealCloud ⇄ Syspro 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 Syspro.

How the DealCloud and Syspro 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.

Syspro

Integration surface
e.net Solutions business objects, exposed over REST and WCF interfaces in SYSPRO 8
Authentication
SYSPRO operator credentials exchanged for a session token
Change detection
Polling; the ERP does not expose a change feed to external consumers
Capabilities
read · write
Rate limits
Throughput depends on the customer's server sizing; many deployments are on-premise
How it works

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

    Choose tables

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

DealCloud and Syspro 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 Syspro.

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