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ERP ⇄ CRM

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

Keep JobBOSS² and Nutshell 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
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect JobBOSS² and Nutshell

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

Nutshell 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 Tags, Users, Leads, People in Nutshell with Customers, Quotes / Estimates, Jobs / Work Orders, Routings & Operations 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

  • Keep People and Companies consistent between Nutshell and email marketing or outreach tools.
  • Write subscription or product data from internal systems into Nutshell so reps see account context.
  • Push won CRM deals into JobBOSS² as quotes or orders without re-keying part and customer details
  • Mirror job costing and invoice data into accounting or BI systems for margin reporting per job

One customer master

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

Where JobBOSS² manages people and org data: keep Nutshell aligned

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

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

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

What you can sync between JobBOSS² and Nutshell

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 Nutshell objects
Purchase Orders PO data syncs outward for spend and receiving visibility. Products Line items attached to leads, used to sync sold products into billing
Vendors Vendor records keep procurement and accounting tools consistent. Tags Segmentation labels mapped to lists or filters in downstream tools
Time Entries Shop-floor time data consolidates into costing and payroll reporting. Users Rep records used to resolve ownership when syncing assignments
Invoices Billing documents flow to accounting and BI systems. Leads Nutshell's deal object; synced as the pipeline record linked to people and companies
Shipments Shipment records close the loop to customers and CRM records. People Individual contacts, kept consistent with marketing and outreach tools
Customers Customer records sync with CRM accounts so sales and the shop share one file. Companies Account records that group people and leads for account-level syncs
What ships with JobBOSS² ⇄ Nutshell

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever JobBOSS² or Nutshell 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 Nutshell record.

Observability

Monitoring

Track your JobBOSS² ⇄ Nutshell 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 Nutshell.

How the JobBOSS² and Nutshell 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

Nutshell

Integration surface
JSON-RPC API over HTTPS; a newer REST API is also offered
Authentication
HTTP Basic with account email and API key
Change detection
webhook subscriptions for record events, with polling as fallback
Capabilities
read · write · webhooks
Rate limits
subject to the platform's API rate limits
How it works

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

    Choose tables

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

JobBOSS² and Nutshell 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.

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 386 integrations available for JobBOSS² and Nutshell.

Popular · 8 of 386
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