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Marketing ⇄ ERP

Demandbase to Rootstock ERP integration — real-time, two-way sync

Keep Demandbase and Rootstock 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.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Demandbase and Rootstock ERP

Feed the real customer, order, and revenue records from Rootstock ERP into Demandbase so campaigns run on who actually bought what, and let contact and consent changes flow back in real time.

Marketing runs on lists of people, but the list rarely knows which of those people are paying customers, what they ordered, or what they are worth. Rootstock ERP holds exactly that: Purchase Orders, Items / Products, Bills of Material, Inventory Balances that record who the customer is, what they bought, and what they owe. When the two are joined only by a periodic export, campaigns go out against stale audiences, existing customers get prospecting emails, high-value accounts look the same as cold leads, and a canceled order still counts toward a segment.

Stacksync syncs Purchase Orders, Items / Products, Bills of Material, Inventory Balances in Rootstock ERP with People (Persons), Activities, Campaigns, Account & Person Lists (Audiences) in Demandbase in real time, and where both sides accept writes, in both directions. Customer, order, and invoice data maps field by field onto the contacts, audiences, or accounts Demandbase works with, so segmentation and personalization run on current purchase history instead of a month-old snapshot. Contact details and consent changes that originate in Demandbase flow back onto the record in Rootstock ERP.

The strongest bridge between the two is identity and purchase history, who the customer is and what they have bought, so that is where most of the value sits. Because the sync is field-level, each system keeps the attributes the other has no use for; only the shared records are held in agreement.

Common use cases

  • 01 Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.
  • 02 Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.
  • 03 Push warehouse-computed account scores, custom fields, and audiences into Demandbase via the Data Import API so ABM campaigns and sales plays target the segments the warehouse defines.
  • 04 Enrich CRM Company and Contact records with Demandbase firmographics, technographics, and verified business emails through the B2B Company and Contact Details endpoints.

Common sync patterns

Lifecycle triggers from back-office events

A first order, a renewal, or a lapsed account recorded in Rootstock ERP appears in Demandbase within seconds, ready to start or stop a lifecycle campaign.

Where Demandbase captures new people: signups become customer records

Registrations, form fills, or new subscribers in Demandbase create or update the corresponding record in Rootstock ERP, so the back office sees them without anyone re-keying.

Consent and contact changes travel

Email, address, or subscription-status changes stay aligned across both systems, so a customer who updates their details or opts out is respected everywhere.

What you can sync between Demandbase and Rootstock 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.

Demandbase objects Rootstock ERP objects How this pairing syncs
Campaigns Marketing campaign records and creative assets exported through the Data Export API; read-only reporting feed. Purchase Orders Procurement documents synced with supplier portals and AP systems. Campaigns is specific to Demandbase and Purchase Orders to Rootstock ERP — each maps to any object or custom field on the other side.
Account & Person Lists (Audiences) Named account and person segments exported via Data Export; custom audiences pushed into Demandbase through the Data Import API. Read and write. Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems. Account & Person Lists (Audiences) is specific to Demandbase and Items / Products to Rootstock ERP — each maps to any object or custom field on the other side.
Company Details (B2B enrichment) Firmographics, technographics, competitors, and corporate family tree fetched by domain or name via the B2B Company Search and Details endpoints; read-only enrichment. Bills of Material Multi-level product structures read for costing and planning integrations. Company Details (B2B enrichment) is specific to Demandbase and Bills of Material to Rootstock ERP — each maps to any object or custom field on the other side.
Change Subscriptions Company firmographic, company news, family-tree (ownership), and DB person employment subscriptions delivered as webhook alerts with a signing secret; the real-time change feed. Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS. Change Subscriptions is specific to Demandbase and Inventory Balances to Rootstock ERP — each maps to any object or custom field on the other side.
Accounts Company/account records with firmographics, intent, and Demandbase qualification and engagement scores; exported via the Data Export API and imported or updated via the Data Import API. Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems. Accounts is specific to Demandbase and Receipts and Shipments to Rootstock ERP — each maps to any object or custom field on the other side.
Opportunities Opportunity records synced from the CRM into Demandbase; exported with calculated insights and imported or updated through the Data Import API. Read and write. Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. Opportunities is specific to Demandbase and Salesforce Accounts and Contacts to Rootstock ERP — each maps to any object or custom field on the other side.

How changes propagate between Demandbase and Rootstock 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.

Demandbase Rootstock ERP Sub-second propagation

DetectionDemandbase notifies Stacksync of record changes through webhook events. Subscription API webhooks - company firmographic, company news, family-tree (ownership), and person employment-change alerts to a configurable URL.

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

Rootstock ERP Demandbase Sub-second propagation

DetectionChanges in Rootstock ERP are captured at the source via change data capture — no polling loop against its API. Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply).

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

Rate-limit considerations

  • Demandbase: Credit-based per API call; bulk jobs accept up to 10,000 records per submission, CSV uploads up to 5GB, and result URLs stay valid 24 hours; subscription alerts page up to 5,000 entities and list endpoints up to 100 per page.
  • Rootstock ERP: Consumes the Salesforce org's daily API request allocation, shared with other integrations.
What ships with Demandbase ⇄ Rootstock ERP

Connect Demandbase and Rootstock ERP for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Demandbase or Rootstock 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 Demandbase or Rootstock ERP record.

Observability

Monitoring

Track your Demandbase ⇄ Rootstock ERP sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Demandbase and Rootstock ERP.

How the Demandbase and Rootstock ERP connectors work

Demandbase

Integration surface
REST APIs (Demandbase One) - a B2B API (company/contact search, details, and match with async bulk enrichment jobs), a read-only Data Export API and a write-capable Data Import API (both async bulk jobs), and a Subscription API for webhook change alerts.
Authentication
JWT bearer tokens minted from Demandbase One API Key Sets at the platform level; each credential set expires after 8 hours and is rotated. Legacy single-user API tokens are deprecated.
Change detection
Subscription API webhooks - company firmographic, company news, family-tree (ownership), and person employment-change alerts to a configurable URL secured with a signing secret; bulk reads run as async export jobs (submit, poll, download). No log-based CDC.
Capabilities
read · write · webhooks
Rate limits
Credit-based per API call; bulk jobs accept up to 10,000 records per submission, CSV uploads up to 5GB, and result URLs stay valid 24 hours; subscription alerts page up to 5,000 entities and list endpoints up to 100 per page.

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works

How to connect Demandbase to Rootstock 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 Demandbase and Rootstock 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
    Demandbase connected
    Rootstock ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Demandbase and Rootstock 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 · Demandbase ⇄ Rootstock 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
    Demandbase Rootstock ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Demandbase and Rootstock 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.

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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 368 integrations available for Demandbase and Rootstock ERP.

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