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CRM ⇄ Human resources

DealCloud to Ukg Ready integration — real-time, two-way sync

Keep DealCloud and Ukg Ready 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 Ukg Ready

Keep the people who own accounts in DealCloud in step with the workforce records in Ukg Ready, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

DealCloud runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Ukg Ready. Ukg Ready is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Stacksync syncs Company, Contact, Fund, Investment in DealCloud with Reports (Report-as-a-Service), Employees, Employment / Positions, Compensation in Ukg Ready field by field, in real time, and in both directions. You decide which system owns which fields, so Ukg Ready stays authoritative on roles and org structure while DealCloud keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 02 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 03 Two-way sync Employees and Employment/Position records with an operational Postgres database so internal apps and IT provisioning read job title, department, and status in SQL while HR edits in UKG Ready.
  • 04 Import computed Earnings and deductions into UKG Ready payroll runs from a warehouse or external time-tracking system ahead of each pay period.

Common sync patterns

New team members provisioned when they are hired

When Ukg Ready records a new hire, a matching user or owner is created in DealCloud, so a new rep can start working accounts without waiting on a manual setup ticket.

Ownership and territory follow the org chart

When a person changes team, manager, or region in Ukg Ready, their accounts and territory assignments in DealCloud update to match, so pipeline stays with the right owner.

Deactivate access when someone leaves

When Ukg Ready marks a worker as departed, the matching user in DealCloud is flagged or deactivated, so former employees do not keep CRM access after their last day.

What you can sync between DealCloud and Ukg Ready

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 Ukg Ready objects How this pairing syncs
Investment Synced with incremental and full sync. Compensation Salary or hourly rate, pay frequency, and FLSA status; often mastered elsewhere and written onto the employee record, or read into finance. Investment is specific to DealCloud and Compensation to Ukg Ready — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Timesheet Entries Time-and-attendance punches, hours worked, and breaks; written from external time systems and read into warehouses for labor-cost reporting. Relationship is specific to DealCloud and Timesheet Entries to Ukg Ready — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Accruals / Time Off PTO balances, requests, and approver status; read for liability reporting and requests can be created against employee records. Activity is specific to DealCloud and Accruals / Time Off to Ukg Ready — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Payroll (Earnings / Deductions / Employee Payroll Runs) Earnings and deductions can be imported into pay runs; Employee Payroll Runs (gross, net, taxes) read back for GL posting and analytics. Task is specific to DealCloud and Payroll (Earnings / Deductions / Employee Payroll Runs) to Ukg Ready — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Benefits Plan enrollments, coverage tiers, contributions, and effective dates; typically read into benefits or finance systems. User is specific to DealCloud and Benefits to Ukg Ready — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Cost Centers / Groups Departments, locations, and hierarchy used as org structure; read to align headcount and budget models across systems. Deal is specific to DealCloud and Cost Centers / Groups to Ukg Ready — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Ukg Ready

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

Ukg Ready DealCloud Sub-second propagation

DetectionUkg Ready notifies Stacksync of record changes through webhook events. UKG Webhooks for select events (employee.created, employee.updated, account/org changes) with HMAC signing.

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.
  • Ukg Ready: Rate limits apply over roughly a 1-minute window and return HTTP 429 when exceeded (back off / exponential retry); UKG Webhooks run on a tiered quota with a free tier around 10,000 event notifications per month and 14-day event retention.
What ships with DealCloud ⇄ Ukg Ready

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Ukg Ready 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 Ukg Ready record.

Observability

Monitoring

Track your DealCloud ⇄ Ukg Ready 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 Ukg Ready.

How the DealCloud and Ukg Ready 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.

Ukg Ready

Integration surface
UKG Ready REST API (v1/v2) plus the Import Tool (XML transactions) and Report-as-a-Service (IBM Cognos); a legacy SOAP API also exists
Authentication
A 7-digit company short name, a Web API key (Company Setup > Login Config), and a dedicated API service-account user (username/password) are exchanged for a session Bearer token sent on every request; Onboarding/Recruiting endpoints use a separate authorization token
Change detection
UKG Webhooks for select events (employee.created, employee.updated, account/org changes) with HMAC signing; broad change capture via polling REST endpoints with date filters or scheduled Report-as-a-Service extracts
Capabilities
read · write · webhooks
Rate limits
Rate limits apply over roughly a 1-minute window and return HTTP 429 when exceeded (back off / exponential retry); UKG Webhooks run on a tiered quota with a free tier around 10,000 event notifications per month and 14-day event retention
How it works

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

    Choose tables

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

DealCloud and Ukg Ready 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
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 422 integrations available for DealCloud and Ukg Ready.

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