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Human resources ⇄ CRM

Namely to SugarCRM integration — real-time, two-way sync

Keep Namely and SugarCRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Namely and SugarCRM

Keep the people who own accounts in SugarCRM in step with the workforce records in Namely, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

SugarCRM runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Namely. Namely is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Stacksync syncs Contacts, Leads, Opportunities, Cases in SugarCRM with Groups, Teams, Reports, Profile Fields in Namely field by field, in real time, and in both directions. You decide which system owns which fields, so Namely stays authoritative on roles and org structure while SugarCRM keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Keep contacts and leads aligned with marketing automation for consistent segmentation
  • 02 Consolidate data from an on-premise Sugar deployment into a cloud warehouse for reporting
  • 03 Feed Namely Reports as JSON into a database on a schedule for roster, turnover, and diversity dashboards without manual CSV exports.
  • 04 Provision or deprovision accounts in an IdP or directory when a Profile's user_status or start_date changes, and write the resulting user ID and email back onto the Profile.

Common sync patterns

One directory of people

A person's name, title, email, phone, or manager corrected in either system updates the other, so both stop maintaining separate copies of the same individual.

Where Namely tracks people the business also engages: contacts stay in sync

A person recorded in Namely, such as a candidate or applicant, can create or update the matching contact in SugarCRM, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

New team members provisioned when they are hired

When Namely records a new hire, a matching user or owner is created in SugarCRM, so a new rep can start working accounts without waiting on a manual setup ticket.

What you can sync between Namely and SugarCRM

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.

Namely objects SugarCRM objects How this pairing syncs
Profile Fields Metadata describing standard and company-defined custom field sections; read to discover schema and generate mappings. Accounts Company records, the usual join key against ERP customer masters. Profile Fields is specific to Namely and Accounts to SugarCRM — each maps to any object or custom field on the other side.
Events Home-feed items such as announcements, birthdays, anniversaries, and new arrivals; typically read-only into comms tools. Contacts People linked to accounts, synced with marketing and support systems. Events is specific to Namely and Contacts to SugarCRM — each maps to any object or custom field on the other side.
Profiles The core employee record (personal, job, contact, and compensation fields); synced two-way via GET/POST/PUT with updated_at driving incremental polling. Leads Unqualified prospects that convert into contacts and opportunities. Profiles is specific to Namely and Leads to SugarCRM — each maps to any object or custom field on the other side.
Job Titles Job title definitions; read and written so titles stay aligned with an HRIS, directory, or reporting dimension. Opportunities Deals with revenue line items, synced to forecasting and billing. Job Titles is specific to Namely and Opportunities to SugarCRM — each maps to any object or custom field on the other side.
Job Tiers Leveling hierarchy grouping zero-to-many Job Titles; read to map seniority into warehouse dimension tables. Cases Support tickets kept aligned with help desk tools. Job Tiers is specific to Namely and Cases to SugarCRM — each maps to any object or custom field on the other side.
Groups Departments and locations that organize Profiles; synced to keep org structure aligned with a warehouse or IdP. Calls and Meetings Activity records used for engagement reporting. Groups is specific to Namely and Calls and Meetings to SugarCRM — each maps to any object or custom field on the other side.

How changes propagate between Namely and SugarCRM

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.

Namely SugarCRM Interval-based propagation

DetectionStacksync polls Namely for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks.

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

SugarCRM Namely Sub-second propagation

DetectionSugarCRM notifies Stacksync of record changes through webhook events. Polling on date_modified.

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

Rate-limit considerations

  • Namely: Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
  • SugarCRM: Limits depend on the hosting model; on-premise instances are constrained by server capacity rather than fixed quotas.
What ships with Namely ⇄ SugarCRM

Connect Namely and SugarCRM for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Namely or SugarCRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Namely or SugarCRM 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 Namely or SugarCRM record.

Observability

Monitoring

Track your Namely ⇄ SugarCRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Namely and SugarCRM.

How the Namely and SugarCRM connectors work

Namely

Integration surface
REST API (JSON over HTTPS)
Authentication
OAuth 2.0 authorization-code grant, or a personal access token sent as a Bearer token; all calls run over HTTPS against https://{subdomain}.namely.com/api/v1
Change detection
No webhooks; integrations poll GET endpoints and compare the updated_at / created_at timestamps on Profiles and related objects to detect changes
Capabilities
read · write
Rate limits
Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.

SugarCRM

Integration surface
REST API with module-based endpoints
Authentication
OAuth 2.0 access and refresh tokens issued by the Sugar instance
Change detection
Polling on date_modified; server-side web logic hooks can push record events to external URLs
Capabilities
read · write · webhooks
Rate limits
Limits depend on the hosting model; on-premise instances are constrained by server capacity rather than fixed quotas
How it works

How to connect Namely to SugarCRM — 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 Namely and SugarCRM 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
    Namely connected
    SugarCRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Namely and SugarCRM 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 · Namely ⇄ SugarCRM
    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
    Namely SugarCRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Namely and SugarCRM 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.

Learn more about security
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:

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 417 integrations available for Namely and SugarCRM.

Popular · 8 of 417
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