Real-time
Two-way sync
Changes in Kustomer or Unleashed Software instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Kustomer to Unleashed Software integration — real-time, two-way sync
Keep Kustomer and Unleashed Software 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 Kustomer and Unleashed Software
Close the gap between front office and back office: Kustomer and Unleashed Software share customers and status in real time, in both directions.
Kustomer holds the customer relationship; Unleashed Software 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 Users, Teams, Tags, Notes in Kustomer with Stock Adjustments, Bills of Materials, Invoices, Products in Unleashed Software 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
- 01 Sync customers bi-directionally with the CRM and ERP so agents see deal, billing, and subscription context on the timeline
- 02 Push order and shipment records from commerce systems into Kustomer custom objects so agents answer order-status questions without switching tools
- 03 Sync Stock On Hand into an ecommerce platform or CRM so quotes and listings reflect real availability.
- 04 Push Sales Orders from a storefront or CRM into Unleashed for fulfillment without re-keying.
Common sync patterns
Where Unleashed Software is the finance system of record: money status on the account
Invoice and payment state from Unleashed Software shows on the account in Kustomer, 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 Unleashed Software manages people and org data: keep Kustomer aligned
Owners, territories, and org structure informed by Unleashed Software stay current in Kustomer.
What you can sync between Kustomer and Unleashed Software
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.
| Kustomer objects | Unleashed Software objects | How this pairing syncs | |
|---|---|---|---|
| Customers The central record whose timeline aggregates every interaction; external attributes sync onto it. | Customers Buyer records with pricing tiers and delivery addresses. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Tags Labels on conversations and customers sync for categorization and analytics. | Purchase Orders Inbound supply orders synced for procurement visibility. | Tags is specific to Kustomer and Purchase Orders to Unleashed Software — each maps to any object or custom field on the other side. | |
| Notes Internal annotations carry context alongside synced conversations. | Suppliers Vendor records referenced on purchase orders. | Notes is specific to Kustomer and Suppliers to Unleashed Software — each maps to any object or custom field on the other side. | |
| Conversations Support threads across channels sync outward for analytics and CRM context. | Warehouses Stock locations that scope inventory quantities and order fulfillment. | Conversations is specific to Kustomer and Warehouses to Unleashed Software — each maps to any object or custom field on the other side. | |
| Messages Individual messages within conversations support full-thread replication. | Stock Adjustments Manual quantity or value corrections synced for audit and reporting. | Messages is specific to Kustomer and Stock Adjustments to Unleashed Software — each maps to any object or custom field on the other side. | |
| Companies Organization records group customers and map to CRM accounts. | Bills of Materials Production definitions used by assemblies; relevant for manufacturers syncing production data. | Companies is specific to Kustomer and Bills of Materials to Unleashed Software — each maps to any object or custom field on the other side. |
How changes propagate between Kustomer and Unleashed Software
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.
Kustomer Unleashed Software Sub-second propagation
DetectionKustomer notifies Stacksync of record changes through webhook events. Outbound webhooks on record events, plus polling for backfill.
DeliveryEach detected change is written to Unleashed Software through its API, with automatic retries and rate-limit backoff.
Unleashed Software Kustomer Interval-based propagation
DetectionStacksync polls Unleashed Software for changes on an incremental schedule, reading only records changed since the previous pass. Polling with modified-date filters on list endpoints.
DeliveryEach detected change is written to Kustomer through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Kustomer: Subject to the platform's API rate limits.
- Unleashed Software: Subject to the platform's API rate limits; paginate list endpoints and batch where possible.
What ships with Kustomer ⇄ Unleashed Software
Connect Kustomer and Unleashed Software for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Kustomer–Unleashed Software connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Kustomer or Unleashed Software 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 Kustomer or Unleashed Software record.
Observability
Monitoring
Track your Kustomer ⇄ Unleashed Software sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Kustomer and Unleashed Software.
How the Kustomer and Unleashed Software connectors work
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
Unleashed Software
- Integration surface
- REST API
- Authentication
- API ID plus API key, with each request signed using an HMAC-SHA256 of the query string
- Change detection
- Polling with modified-date filters on list endpoints
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits; paginate list endpoints and batch where possible.
How it works
How to connect Kustomer to Unleashed Software — 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.
- 01
Connect your apps
Authenticate Kustomer and Unleashed Software with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Kustomer
connected
Unleashed Software
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Kustomer and Unleashed Software 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.
objects · Kustomer ⇄ Unleashed SoftwareCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Kustomer Unleashed SoftwareCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Kustomer and Unleashed Software integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Kustomer and Unleashed Software: authenticate both systems, choose the objects to sync (such as Kustomer's Customers and Tags), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Kustomer and Unleashed Software: Where Unleashed Software is the finance system of record: money status on the account; One customer master; Where Unleashed Software manages people and org data: keep Kustomer aligned. Invoice and payment state from Unleashed Software shows on the account in Kustomer, so reps see balances before promising the next order.
-
Kustomer: REST API. Authentication: API key used as a bearer token, scoped by role. Unleashed Software: REST API. Authentication: API ID plus API key, with each request signed using an HMAC-SHA256 of the query string. Stacksync manages authentication, retries, and rate limits on both sides.
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Kustomer: Custom object types are called Klasses, and they are the standard mechanism for landing external data like orders and subscriptions where agents work. Unleashed Software: Every API request must carry an HMAC-SHA256 signature of the query string generated with the account's API key, sent alongside the API ID header. Stacksync's field mapping accounts for these differences between Kustomer and Unleashed Software without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Kustomer and Unleashed Software records are not retained after a sync operation.
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.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:
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