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CRM ⇄ ERP

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

Keep Gladly 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.

  • 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 Gladly and Rootstock ERP

Close the gap between front office and back office: Gladly and Rootstock ERP share customers and status in real time, in both directions.

Gladly holds the customer relationship; Rootstock 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.

Stacksync syncs Tasks, Customer profiles, Conversations, Conversation items in Gladly with Work Orders, Purchase Orders, Items / Products, Bills of Material in Rootstock ERP 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

  • Mirror conversations and topics into a warehouse for CX analytics and staffing models.
  • Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.
  • Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.
  • Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.

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

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

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

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

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between Gladly 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.

Gladly objects Rootstock ERP objects
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Purchase Orders Procurement documents synced with supplier portals and AP systems.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems.
Agents User records used to attribute work in CX analytics. Bills of Material Multi-level product structures read for costing and planning integrations.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems.
What ships with Gladly ⇄ Rootstock ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly 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 Gladly or Rootstock ERP record.

Observability

Monitoring

Track your Gladly ⇄ 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 Gladly and Rootstock ERP.

How the Gladly and Rootstock ERP connectors work

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

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 Gladly 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 Gladly 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
    Gladly connected
    Rootstock ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Gladly and Rootstock ERP integration FAQ

SECURITY

Security teams love 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 386 integrations available for Gladly and Rootstock ERP.

Popular · 8 of 386
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