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CRM ⇄ ERP

DealCloud to Visibility ERP integration — real-time data sync

Keep DealCloud and Visibility 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.

  • 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 Visibility ERP

Flow Visibility ERP data into DealCloud in real time — no exports, no schedulers, no custom scripts.

Visibility ERP is a read-only source: Stacksync reads its data in real time and delivers it into DealCloud, so DealCloud always reflects the current state of Visibility ERP — without exports, scripts, or schedulers.

DealCloud holds the customer relationship; Visibility 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.

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 Feed inventory and work-order status into a warehouse for on-time-delivery reporting.
  • 04 Keep supplier and purchase-order data aligned with procurement analytics tools.

Common sync patterns

Where Visibility ERP manages people and org data: keep DealCloud aligned

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

Where Visibility ERP handles order-to-cash: closed-won flows through

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

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

Invoice and payment state from Visibility ERP shows on the account in DealCloud, so reps see balances before promising the next order.

What you can sync between DealCloud and Visibility 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 Visibility ERP objects How this pairing syncs
Fund Synced with incremental and full sync. Vendors Supplier records used in procurement. Fund is specific to DealCloud and Vendors to Visibility ERP — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Parts and Items Engineering and inventory item master data. Investment is specific to DealCloud and Parts and Items to Visibility ERP — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Bills of Material Multi-level product structures central to engineer-to-order manufacturing. Relationship is specific to DealCloud and Bills of Material to Visibility ERP — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Projects Contract and project records that group orders, costs, and schedules. Activity is specific to DealCloud and Projects to Visibility ERP — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Work Orders Shop-floor production orders tracked for status and cost. Task is specific to DealCloud and Work Orders to Visibility ERP — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Sales Orders Customer orders with lines and delivery schedules. User is specific to DealCloud and Sales Orders to Visibility ERP — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Visibility 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 Visibility 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.

DeliveryVisibility ERP does not accept inbound record writes, so this direction carries requests rather than records: Visibility ERP's output flows back as field updates on the originating DealCloud records.

Visibility ERP DealCloud Interval-based propagation

DetectionStacksync polls Visibility ERP for changes on an incremental schedule, reading only records changed since the previous pass. Polling against tables or modified timestamps.

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.
What ships with DealCloud ⇄ Visibility ERP

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Visibility 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 Visibility ERP record.

Observability

Monitoring

Track your DealCloud ⇄ Visibility 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 Visibility ERP.

How the DealCloud and Visibility 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.

Visibility ERP

Integration surface
Vendor-provided integration surface (.NET web services); direct database access is a common path in on-premise deployments
Authentication
Application or database credentials, depending on the integration path
Change detection
Polling against tables or modified timestamps; no public event or CDC interface is documented
Capabilities
read
How it works

How to connect DealCloud to Visibility 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.

  1. 01

    Connect your apps

    Authenticate DealCloud and Visibility ERP 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
    Visibility ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the DealCloud and Visibility 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · DealCloud ⇄ Visibility ERP
    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 Visibility ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

DealCloud and Visibility ERP 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 Visibility ERP.

Popular · 8 of 392
All DealCloud integrations All Visibility ERP integrations Browse all integrations
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