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E-commerce / ERP · Two-way sync platform

Magento and Rootstock ERP integration

Plan how Magento and Rootstock ERP should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need

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Proposed workflow

Sales order process handoff

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving Magento Invoices or Rootstock ERP Sales Orders needs a defined result in the other system.

  1. Start with Magento Invoices and Rootstock ERP Sales Orders. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.

  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyTest a partially invoiced order, tax rounding, and a repeated handoff without generating another invoice.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between Magento and Rootstock ERP
Magento recordRootstock ERP recordRecord matchingField ownership
InvoicesProposed record; confirm Stacksync object support.Business process handoffSales OrdersProposed record; confirm Stacksync object support.Link order and line IDs to invoice and line IDs; allow partial invoicing and multiple invoices per order.Finance owns invoice posting; the order system supplies the approved commercial context.
OrdersProposed record; confirm Stacksync object support.Business process handoffReceipts and ShipmentsProposed record; confirm Stacksync object support.Link the order and selected line IDs to separate fulfillment IDs; allow split shipments.The fulfillment owner decides when an approved order can ship and how cancellations are handled.
OrdersProposed record; confirm Stacksync object support.Record matchingSales OrdersProposed record; confirm Stacksync object support.Preserve both the order ID and stable line IDs. Allow one order to relate to several shipments or invoices.Decide which system approves the order and which can cancel or amend it after fulfillment begins.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Magento

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Products
  • Configurable / variant products
  • Categories
  • Orders
  • Customers
  • Inventory source items (MSI)
Confirm support for this record type and the direction you need.

Discuss Magento requirements

Rootstock ERP

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Sales Orders
  • Work Orders
  • Purchase Orders
  • Items / Products
  • Bills of Material
  • Inventory Balances
Confirm support for this record type and the direction you need.

Discuss Rootstock ERP requirements

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementMagentoRootstock ERP
Integration interfaceREST and GraphQL Web APIs (SOAP also available)Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
AuthenticationConfirm the credentials, API plan, and permissions required for Magento.Confirm the credentials, API plan, and permissions required for Rootstock ERP.
Change detectionConfirm how Stacksync detects changes for this connector and the objects you need.Confirm how Stacksync detects changes for this connector and the objects you need.
Read accessConfirm with StacksyncConfirm with Stacksync
Write accessConfirm with StacksyncConfirm with Stacksync

Enterprise controls

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Compliance and data transfers

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  • SOC 2 Type II
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  • GDPR
  • CCPA
  • DPF US-EU-UK-CH

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

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Magento
Integration interface
REST and GraphQL Web APIs (SOAP also available)
Authentication
Confirm the credentials, API plan, and permissions required for Magento.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Magento account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Magento, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Magento and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
Rootstock ERP
Integration interface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
Confirm the credentials, API plan, and permissions required for Rootstock ERP.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Rootstock ERP account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Rootstock ERP, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Rootstock ERP and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare Magento and Rootstock ERP access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Magento setup checklist
  • Identify the Magento account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Magento, including read/write support, authentication, and initial-load limits.
Rootstock ERP setup checklist
  • Identify the Rootstock ERP account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Rootstock ERP, including read/write support, authentication, and initial-load limits.
Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Magento and Rootstock ERP planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Business process

Invoices / Sales Orders

Order-to-invoice handoff: Rootstock ERP Sales Orders provides context for Magento Invoices. These are related records, not equivalent entities.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Magento
Object support to establish
Rootstock ERP
Object support to establish
Record identity
Link order and line IDs to invoice and line IDs; allow partial invoicing and multiple invoices per order.
Field ownership
Finance owns invoice posting; the order system supplies the approved commercial context.

Fields to include

  • Source record reference
  • Destination record reference
  • Approved handoff state
  • Duplicate-detection key
Record dependencies
Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
Validation
Test a partially invoiced order, tax rounding, and a repeated handoff without generating another invoice.
Recovery
Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

Business process

Orders / Receipts and Shipments

Order-to-fulfillment handoff: Magento Orders provides context for Rootstock ERP Receipts and Shipments. These are related records, not equivalent entities.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Magento
Object support to establish
Rootstock ERP
Object support to establish
Record identity
Link the order and selected line IDs to separate fulfillment IDs; allow split shipments.
Field ownership
The fulfillment owner decides when an approved order can ship and how cancellations are handled.

Fields to include

  • Source record reference
  • Destination record reference
  • Approved handoff state
  • Duplicate-detection key
Record dependencies
Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
Validation
Test partial fulfillment, an out-of-stock line, and a repeated request that must not create a second shipment.
Recovery
Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

Record matching

Orders / Sales Orders

Compare whether Magento Orders and Rootstock ERP Sales Orders describe the same sales order in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Magento
Object support to establish
Rootstock ERP
Object support to establish
Record identity
Preserve both the order ID and stable line IDs. Allow one order to relate to several shipments or invoices.
Field ownership
Decide which system approves the order and which can cancel or amend it after fulfillment begins.

Fields to include

  • Source order ID
  • Customer reference
  • Line references and quantities
  • Order status
  • Currency
Record dependencies
Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
Validation
Test a multi-line order, a partial cancellation, and two partial shipments. Compare line totals as well as the header.
Recovery
Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

Record matching

Products / Items / Products

Compare whether Magento Products and Rootstock ERP Items / Products describe the same product or catalog item in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Magento
Object support to establish
Rootstock ERP
Object support to establish
Record identity
Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys.
Field ownership
Assign ownership for catalog content, price, and stock separately.

Fields to include

  • Source product ID
  • SKU or variant reference
  • Description
  • Unit of measure
  • Price-list reference
Record dependencies
Resolve units, variants, categories, and applicable price lists before order lines.
Validation
Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.
Recovery
Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.

Record matching

Inventory source items (MSI) / Inventory Balances

Compare whether Magento Inventory source items (MSI) and Rootstock ERP Inventory Balances describe the same inventory or stock position in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Magento
Object support to establish
Rootstock ERP
Object support to establish
Record identity
Identify stock by product/variant, location, and any lot or serial dimension; a product ID alone is insufficient.
Field ownership
Choose the stock authority and distinguish available, reserved, and physical quantities.

Fields to include

  • Product reference
  • Location reference
  • Quantity type
  • Quantity
  • As-of time
Record dependencies
Resolve product, unit, warehouse/location, and lot/serial references.
Validation
Test the same SKU in two locations, a reservation, and an older snapshot arriving late.
Recovery
Reconcile the latest stock position before retrying; do not apply an old absolute quantity after new movements.

Record matching

Shipments / Receipts and Shipments

Compare whether Magento Shipments and Rootstock ERP Receipts and Shipments describe the same shipment or fulfillment in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Magento
Object support to establish
Rootstock ERP
Object support to establish
Record identity
Retain shipment/fulfillment and line IDs, order reference, and carrier context.
Field ownership
The fulfillment owner controls shipped quantities and cancellation eligibility.

Fields to include

  • Source shipment ID
  • Order/line references
  • Carrier
  • Tracking reference
  • Fulfillment status
Record dependencies
Resolve order lines, delivery address, carrier, and any partial-fulfillment references.
Validation
Test split shipments, multiple tracking references, partial returns, and a carrier status arriving out of order.
Recovery
Verify existing fulfillment before retrying creation; reconcile quantities against order lines.

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Invoices / Sales Orders to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Link order and line IDs to invoice and line IDs; allow partial invoicing and multiple invoices per order. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your Magento and Rootstock ERP record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Invoices / Sales Orders, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider explicit orchestration for the Invoices / Sales Orders handoff.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit
Consider for a one-time Magento / Rootstock ERP migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Sales order process handoff

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Invoices or Sales Orders record needs a defined result in the other system.

  1. Start with Magento Invoices and Rootstock ERP Sales Orders. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test a partially invoiced order, tax rounding, and a repeated handoff without generating another invoice.

If it fails: Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

Sales order process handoff

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Orders or Receipts and Shipments record needs a defined result in the other system.

  1. Start with Magento Orders and Rootstock ERP Receipts and Shipments. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test partial fulfillment, an out-of-stock line, and a repeated request that must not create a second shipment.

If it fails: Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

Sales order sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Orders or Sales Orders record needs a defined result in the other system.

  1. Start with Magento Orders and Rootstock ERP Sales Orders. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test a multi-line order, a partial cancellation, and two partial shipments. Compare line totals as well as the header.

If it fails: Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

Reconcile Rootstock ERP business records with Magento

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A finance-owned record in Rootstock ERP needs operational visibility through Products or Configurable / variant products.

  1. Select Sales Orders or Purchase Orders with the correct legal entity, period, and currency.
  2. Define a reporting relationship in Magento; do not equate customer records, ledger accounts, and posted transactions.
  3. Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.

Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.

If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Invoices / Sales Orders

Test case

Test a partially invoiced order, tax rounding, and a repeated handoff without generating another invoice.

Expected result

The expected sales order relationship is preserved with no duplicate action or unintended write.

Orders / Receipts and Shipments

Test case

Test partial fulfillment, an out-of-stock line, and a repeated request that must not create a second shipment.

Expected result

The expected sales order relationship is preserved with no duplicate action or unintended write.

Orders / Sales Orders

Test case

Test a multi-line order, a partial cancellation, and two partial shipments. Compare line totals as well as the header.

Expected result

The expected sales order relationship is preserved with no duplicate action or unintended write.

Products / Items / Products

Test case

Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.

Expected result

The expected product or catalog item relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated sales order change

Investigate

Inspect Magento Invoices and Rootstock ERP Sales Orders, their IDs, and the destination error.

Next action

Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

Rejected or repeated sales order change

Investigate

Inspect Magento Orders and Rootstock ERP Receipts and Shipments, their IDs, and the destination error.

Next action

Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

Rejected or repeated sales order change

Investigate

Inspect Magento Orders and Rootstock ERP Sales Orders, their IDs, and the destination error.

Next action

Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

A record type or update is unavailable

Investigate

Check the Magento and Rootstock ERP connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Magento and Rootstock ERP

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Magento Rootstock ERP Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Rootstock ERP.

Rootstock ERP Magento Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Magento.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ

Magento and Rootstock ERP integration FAQ

Next step

Plan your integration with an engineer

Walk through your Magento and Rootstock ERP records, field mappings, and requirements with an integration engineer.