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ERP ⇄ CRM

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

Keep JobBOSS² and Salesmate 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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Migrated from Mulesoft
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Migrated from Fivetran
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Why teams connect JobBOSS² and Salesmate

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

Salesmate 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 Products, Notes, Users, Contacts in Salesmate 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

  • Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
  • Hand off won deals to invoicing or accounting tools automatically.
  • 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

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

Invoice and payment state from JobBOSS² shows on the account in Salesmate, 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.

Where JobBOSS² manages people and org data: keep Salesmate aligned

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

What you can sync between JobBOSS² and Salesmate

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 Salesmate objects
Vendors Vendor records keep procurement and accounting tools consistent. Users Team member records used for ownership mapping.
Time Entries Shop-floor time data consolidates into costing and payroll reporting. Contacts Person records synced with marketing tools and enrichment databases.
Invoices Billing documents flow to accounting and BI systems. Companies Organization records linked to contacts and deals.
Shipments Shipment records close the loop to customers and CRM records. Deals Pipeline opportunities with stage and value, synced out for revenue reporting.
Customers Customer records sync with CRM accounts so sales and the shop share one file. Activities Calls, emails, and tasks logged against records and exported for analytics.
Quotes / Estimates Estimating records sync to CRM pipelines so quote status is visible outside the ERP. Pipelines and Stages Sales process definitions read for stage mapping in syncs.
What ships with JobBOSS² ⇄ Salesmate

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever JobBOSS² or Salesmate 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 Salesmate record.

Observability

Monitoring

Track your JobBOSS² ⇄ Salesmate 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 Salesmate.

How the JobBOSS² and Salesmate 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

Salesmate

Integration surface
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

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

    Choose tables

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

JobBOSS² and Salesmate 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 Salesmate.

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