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ERP ⇄ CRM

DEAR Inventory to Vitally integration — real-time, two-way sync

Keep DEAR Inventory and Vitally 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect DEAR Inventory and Vitally

Close the gap between front office and back office: Vitally and DEAR Inventory share customers and status in real time, in both directions.

Vitally holds the customer relationship; DEAR Inventory 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 NPS Response, Custom Trait, Account, User in Vitally with Suppliers, Stock adjustments and transfers, Assemblies / Production, Locations in DEAR Inventory 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 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
  • 02 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
  • 03 Keep supplier and purchase order data aligned with the accounting system for accrual accuracy.
  • 04 Sync stock levels and product data to e-commerce storefronts and a CRM so sales quotes reflect real availability.

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 DEAR Inventory manages people and org data: keep Vitally aligned

Owners, territories, and org structure informed by DEAR Inventory stay current in Vitally.

Where DEAR Inventory handles order-to-cash: closed-won flows through

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

What you can sync between DEAR Inventory and Vitally

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 Vitally objects How this pairing syncs
Stock levels Per-location availability derived from inventory transactions; read-heavy in storefront syncs. Note Account and user notes captured by success teams. Stock levels is specific to DEAR Inventory and Note to Vitally — 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. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Sale orders is specific to DEAR Inventory and Conversation to Vitally — 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. NPS Response NPS survey responses for account-health reporting. Purchase orders is specific to DEAR Inventory and NPS Response to Vitally — each maps to any object or custom field on the other side.
Customers Buyer records aligned with CRM and accounting counterparts. Custom Trait Custom account and user traits for segmentation. Customers is specific to DEAR Inventory and Custom Trait to Vitally — each maps to any object or custom field on the other side.
Suppliers Vendor records referenced on purchase orders. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Suppliers is specific to DEAR Inventory and Account to Vitally — each maps to any object or custom field on the other side.
Stock adjustments and transfers Inventory movement transactions that explain changes in availability. User End users tied to accounts, including activity and custom traits. Stock adjustments and transfers is specific to DEAR Inventory and User to Vitally — each maps to any object or custom field on the other side.

How changes propagate between DEAR Inventory and Vitally

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 Vitally Sub-second propagation

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

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

Vitally DEAR Inventory Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

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.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with DEAR Inventory ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DEAR Inventory or Vitally 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 Vitally record.

Observability

Monitoring

Track your DEAR Inventory ⇄ Vitally 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 Vitally.

How the DEAR Inventory and Vitally 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

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

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

    Choose tables

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

DEAR Inventory and Vitally 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.

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

Every pair below is a real-time, two-way sync. Search all 390 integrations available for DEAR Inventory and Vitally.

Popular · 8 of 390
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