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ERP ⇄ Analytics

DEAR Inventory to Tableau integration — real-time data sync

Keep DEAR Inventory and Tableau 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 DEAR Inventory and Tableau

Put DEAR Inventory's records into Tableau as live data for reporting and dashboards, without nightly exports, and send the segments and metrics Tableau computes back where DEAR Inventory can use them.

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

ERP data is some of the most requested data for analysis and some of the hardest to pull: the record types are many, the APIs are strict, and export jobs break on every upgrade. Whether DEAR Inventory carries financials, operations, workforce data, or all three, those numbers belong in Tableau, next to the product, behavioral, and web data the team already measures.

Common use cases

  • 01 Read site Users and their site roles for periodic access reviews and to reconcile Tableau accounts against an HR or IdP source of record.
  • 02 Read Databases, Tables, and Fields from the Metadata API to populate a data catalog with Tableau lineage and column definitions.
  • 03 Push sale orders from a storefront or CRM into DEAR for fulfillment without manual re-entry.
  • 04 Land orders, costs, and inventory movements in a warehouse for margin and stock-turn reporting.

Common sync patterns

Where DEAR Inventory runs operations: inventory and fulfillment metrics

Operational records from DEAR Inventory become measurable in Tableau, joinable with the rest of what the company tracks for supply and fulfillment reporting.

Where DEAR Inventory is the HR system of record: workforce and cost analysis

Worker and organization data from DEAR Inventory syncs into Tableau for headcount, cost, and utilization reporting alongside other company data.

Write-back where DEAR Inventory exposes writable fields: segments and scores return

Segments, scores, or metrics computed in Tableau sync onto the matching records in DEAR Inventory, so operations act on what the analysis found.

What you can sync between DEAR Inventory and Tableau

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.

DEAR Inventory objects Tableau objects How this pairing syncs
Products SKU records with pricing, suppliers, and bill-of-material links; the master data most syncs start from. Views Worksheets and dashboards inside workbooks; their data and crosstab export as CSV via the REST query-view-data endpoint. Products is specific to DEAR Inventory and Views to Tableau — each maps to any object or custom field on the other side.
Stock levels Per-location availability derived from inventory transactions; read-heavy in storefront syncs. Projects Folders that organize content and set permissions; listed via REST to mirror the site's content hierarchy into a catalog. Stock levels is specific to DEAR Inventory and Projects to Tableau — each maps to any object or custom field on the other side.
Sale orders Customer orders through their pick/pack/ship lifecycle; synced with storefronts and CRMs. Users Site users with site roles and group membership; read via REST for access reviews and to reconcile identities against an HR or IdP source. Sale orders is specific to DEAR Inventory and Users to Tableau — each maps to any object or custom field on the other side.
Purchase orders Supplier orders and receiving records synced with accounting and planning tools. Databases and Tables External assets indexed by Tableau Catalog; queried via the Metadata API GraphQL endpoint for lineage and impact analysis. Purchase orders is specific to DEAR Inventory and Databases and Tables to Tableau — each maps to any object or custom field on the other side.
Customers Buyer records aligned with CRM and accounting counterparts. Extract Refresh Tasks Scheduled extract refreshes; status and history read via REST, with DatasourceRefreshSucceeded and Failed events delivered by webhooks. Customers is specific to DEAR Inventory and Extract Refresh Tasks to Tableau — each maps to any object or custom field on the other side.
Suppliers Vendor records referenced on purchase orders. Fields and Columns Columns and calculated fields with their descriptions, exposed by the Metadata API; read to populate a data catalog with governed definitions. Suppliers is specific to DEAR Inventory and Fields and Columns to Tableau — each maps to any object or custom field on the other side.

How changes propagate between DEAR Inventory and Tableau

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.

DEAR Inventory Tableau Sub-second propagation

DetectionDEAR Inventory notifies Stacksync of record changes through webhook events. Polling with modified-since filters.

DeliveryTableau does not accept inbound record writes, so this direction carries requests rather than records: Tableau's output flows back as field updates on the originating DEAR Inventory records.

Tableau DEAR Inventory Sub-second propagation

DetectionTableau notifies Stacksync of record changes through webhook events. Webhooks fire on workbook and data source create/update/delete and extract refresh events.

DeliveryEach detected change is written to DEAR Inventory through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • DEAR Inventory: Subject to the platform's per-account API rate limits.
  • Tableau: Tableau Cloud enforces per-site REST rate limits and returns HTTP 429; a PAT allows only one concurrent session and expires after 15 consecutive days of non-use.
What ships with DEAR Inventory ⇄ Tableau

Connect DEAR Inventory and Tableau for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DEAR Inventory–Tableau connection.

Real-time

Real-time sync

Changes in DEAR Inventory or Tableau instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DEAR Inventory or Tableau 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 DEAR Inventory or Tableau record.

Observability

Monitoring

Track your DEAR Inventory ⇄ Tableau sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between DEAR Inventory and Tableau.

How the DEAR Inventory and Tableau connectors work

DEAR Inventory

Integration surface
REST API
Authentication
Account ID plus application key sent as request headers
Change detection
Polling with modified-since filters; webhook notifications for sale and purchase events are available on subscriptions that include the Automation module
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's per-account API rate limits

Tableau

Integration surface
REST API, Metadata API (GraphQL), and VizQL Data Service
Authentication
Sign-in via Personal Access Token (PAT) or username/password returns a credentials token sent as the X-Tableau-Auth header; Connected Apps issue JWTs for OAuth-style access. One active session per PAT.
Change detection
Webhooks fire on workbook and data source create/update/delete and extract refresh events; otherwise content and metadata are polled via REST list endpoints (updatedAt) and the Metadata API.
Capabilities
read · webhooks
Rate limits
Tableau Cloud enforces per-site REST rate limits and returns HTTP 429; a PAT allows only one concurrent session and expires after 15 consecutive days of non-use.
How it works

How to connect DEAR Inventory to Tableau — 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 DEAR Inventory and Tableau 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
    DEAR Inventory connected
    Tableau connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the DEAR Inventory and Tableau 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 · DEAR Inventory ⇄ Tableau
    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
    DEAR Inventory Tableau
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

DEAR Inventory and Tableau 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
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→ 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 340 integrations available for DEAR Inventory and Tableau.

Popular · 6 of 340
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