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ERP ⇄ CRM

Microsoft Dynamics GP to Vitally integration — real-time, two-way sync

Keep Microsoft Dynamics GP and Vitally 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 Microsoft Dynamics GP and Vitally

Close the gap between front office and back office: Vitally and Microsoft Dynamics GP share customers and status in real time, in both directions.

Vitally holds the customer relationship; Microsoft Dynamics GP 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 NPS Response, Custom Trait, Account, User in Vitally with Sales Documents (SOP), Purchase Orders (POP), Inventory Items (IV), GL Accounts & Journal Entries in Microsoft Dynamics GP 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 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
  • 02 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
  • 03 Push web or CRM orders into Sales Order Processing through eConnect instead of manual entry.
  • 04 Keep item and inventory data aligned with an ecommerce storefront.

Common sync patterns

Where Microsoft Dynamics GP is the finance system of record: money status on the account

Invoice and payment state from Microsoft Dynamics GP shows on the account in Vitally, 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 Microsoft Dynamics GP manages people and org data: keep Vitally aligned

Owners, territories, and org structure informed by Microsoft Dynamics GP stay current in Vitally.

What you can sync between Microsoft Dynamics GP and Vitally

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.

Microsoft Dynamics GP objects Vitally objects How this pairing syncs
Receivables & Payables Transactions Open and historical AR/AP transactions read for cash and aging reporting. Task CS tasks and follow-ups, readable and writable for workflow sync. Receivables & Payables Transactions is specific to Microsoft Dynamics GP and Task to Vitally — each maps to any object or custom field on the other side.
Company Databases Per-company SQL databases that define the scope of any sync. Note Account and user notes captured by success teams. Company Databases is specific to Microsoft Dynamics GP and Note to Vitally — each maps to any object or custom field on the other side.
Customers Receivables master records (RM tables) synced with CRMs and billing tools. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Customers is specific to Microsoft Dynamics GP and Conversation to Vitally — each maps to any object or custom field on the other side.
Vendors Payables master records aligned with procurement and AP automation. NPS Response NPS survey responses for account-health reporting. Vendors is specific to Microsoft Dynamics GP and NPS Response to Vitally — each maps to any object or custom field on the other side.
Sales Documents (SOP) Quotes, orders, and invoices created via eConnect from web or CRM orders. Custom Trait Custom account and user traits for segmentation. Sales Documents (SOP) is specific to Microsoft Dynamics GP and Custom Trait to Vitally — each maps to any object or custom field on the other side.
Purchase Orders (POP) Procurement documents reconciled with receiving and vendor systems. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Purchase Orders (POP) is specific to Microsoft Dynamics GP and Account to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics GP and Vitally

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.

Microsoft Dynamics GP Vitally Sub-second propagation

DetectionChanges in Microsoft Dynamics GP are captured at the source via change data capture — no polling loop against its API. SQL Server change tracking or log-based CDC on the company database, or polling on row timestamps.

DeliveryEach detected change is written to Vitally through its API, with automatic retries and rate-limit backoff.

Vitally Microsoft Dynamics GP Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

DeliveryEach detected change is applied to Microsoft Dynamics GP as a row-level write, with types converted between the two schemas.

Rate-limit considerations

  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Microsoft Dynamics GP ⇄ Vitally

Connect Microsoft Dynamics GP and Vitally for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics GP–Vitally connection.

Real-time

Two-way sync

Changes in Microsoft Dynamics GP or Vitally instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics GP or Vitally 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 Microsoft Dynamics GP or Vitally record.

Observability

Monitoring

Track your Microsoft Dynamics GP ⇄ Vitally sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics GP and Vitally.

How the Microsoft Dynamics GP and Vitally connectors work

Microsoft Dynamics GP

Integration surface
SQL Server database access plus the eConnect stored-procedure API; Web Services for GP on some deployments
Authentication
SQL Server credentials or Windows authentication
Change detection
SQL Server change tracking or log-based CDC on the company database, or polling on row timestamps
Capabilities
read · write · CDC

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

How to connect Microsoft Dynamics GP to Vitally — 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 Microsoft Dynamics GP and Vitally 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
    Microsoft Dynamics GP connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft Dynamics GP and Vitally 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 · Microsoft Dynamics GP ⇄ Vitally
    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
    Microsoft Dynamics GP Vitally
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Microsoft Dynamics GP and Vitally integration FAQ

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
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 390 integrations available for Microsoft Dynamics GP and Vitally.

Popular · 8 of 390
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