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ERP ⇄ CRM

JobBOSS² to Kustomer integration — real-time, two-way sync

Keep JobBOSS² and Kustomer 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 JobBOSS² and Kustomer

Close the gap between front office and back office: Kustomer and JobBOSS² share customers and status in real time, in both directions.

Kustomer holds the customer relationship; JobBOSS² 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 Conversations, Messages, Companies, Custom Objects (Klasses) in Kustomer with Vendors, Time Entries, Invoices, Shipments in JobBOSS² 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

  • Escalate conversation-derived signals into the CRM as tasks or opportunities
  • Sync customers bi-directionally with the CRM and ERP so agents see deal, billing, and subscription context on the timeline
  • Sync quotes and jobs from JobBOSS² to a CRM so estimators and sales share live status on make-to-order work
  • Push won CRM deals into JobBOSS² as quotes or orders without re-keying part and customer details

Where JobBOSS² manages people and org data: keep Kustomer aligned

Owners, territories, and org structure informed by JobBOSS² stay current in Kustomer.

Where JobBOSS² handles order-to-cash: closed-won flows through

A deal won in Kustomer creates or updates the customer in JobBOSS² with clean data, so fulfillment and invoicing start without re-entry.

Where JobBOSS² is the finance system of record: money status on the account

Invoice and payment state from JobBOSS² shows on the account in Kustomer, so reps see balances before promising the next order.

What you can sync between JobBOSS² and Kustomer

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.

JobBOSS² objects Kustomer objects
Quotes / Estimates Estimating records sync to CRM pipelines so quote status is visible outside the ERP. Tags Labels on conversations and customers sync for categorization and analytics.
Jobs / Work Orders Job records carry production status back to sales and customer-facing tools. Notes Internal annotations carry context alongside synced conversations.
Routings & Operations Operation steps support scheduling and costing data in external reporting. Customers The central record whose timeline aggregates every interaction; external attributes sync onto it.
Materials & Inventory Material and stock data feed purchasing and availability checks. Conversations Support threads across channels sync outward for analytics and CRM context.
Purchase Orders PO data syncs outward for spend and receiving visibility. Messages Individual messages within conversations support full-thread replication.
Vendors Vendor records keep procurement and accounting tools consistent. Companies Organization records group customers and map to CRM accounts.
What ships with JobBOSS² ⇄ Kustomer

Connect JobBOSS² and Kustomer for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every JobBOSS²–Kustomer connection.

Real-time

Two-way sync

Changes in JobBOSS² or Kustomer instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever JobBOSS² or Kustomer 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 JobBOSS² or Kustomer record.

Observability

Monitoring

Track your JobBOSS² ⇄ Kustomer sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between JobBOSS² and Kustomer.

How the JobBOSS² and Kustomer connectors work

JobBOSS²

Integration surface
REST API (vendor-provided; coverage varies by edition and deployment)
Authentication
API key or vendor-issued credentials
Change detection
Polling
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits

Kustomer

Integration surface
REST API
Authentication
API key used as a bearer token, scoped by role
Change detection
Outbound webhooks on record events, plus polling for backfill
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

How to connect JobBOSS² to Kustomer — 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 JobBOSS² and Kustomer 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
    JobBOSS² connected
    Kustomer connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the JobBOSS² and Kustomer 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 · JobBOSS² ⇄ Kustomer
    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
    JobBOSS² Kustomer
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

JobBOSS² and Kustomer 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 JobBOSS² and Kustomer.

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