Can PostgreSQL and Vtiger CRM sync in both directions?

Confirm two-way support with Stacksync for the records and fields you need in both systems. Access to a vendor API does not confirm that its Stacksync connector supports write-back.

What should be ready before the PostgreSQL and Vtiger CRM initial load?

Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Use a single-column primary key with a database-generated default for every selected table; composite primary keys are not supported. Identify the Vtiger CRM account, edition, environment, and business objects the integration must access. Use the pair worksheet to record ownership and acceptance criteria.

How fast does the PostgreSQL to Vtiger CRM sync run?

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.

Will existing duplicates merge automatically?

No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.

How do I map PostgreSQL fields to Vtiger CRM?

Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.

What should I do if a record fails to sync?

Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.

What does a PostgreSQL and Vtiger CRM integration cost?

Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.

Which records should the PostgreSQL and Vtiger CRM pilot start with?

Start by reviewing Proposed company table in PostgreSQL (choose its name) in PostgreSQL and Organizations in Vtiger CRM. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.

Database / CRM

PostgreSQL and Vtiger CRM integration

Plan how PostgreSQL and Vtiger CRM 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

Integration planning

stacksync.com

PostgreSQL

Vtiger CRM

Review the integration scope

Teams building with Stacksync

Plan the connection your business needs

Explore a PostgreSQL and Vtiger CRM integration with a Stacksync engineer. Stacksync support for Vtiger CRM is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.

01 / Business process

Start with one meaningful update

Identify the record that changes in PostgreSQL or Vtiger CRM, where it needs to appear, and which team depends on it.

02 / Data access

Establish the available connection

Bring the objects, account editions, and required directions. An engineer can review the connector path, permissions, and field access.

03 / Success criteria

Define a result you can verify

Agree on record matching, acceptable delay, expected volume, and how your team will resolve failed updates.

Explore the technical references

Technical referenceAvailable documentation, candidate record relationships, and questions for your technical review.

What records can you sync?

Explore the record types and read/write requirements for each system.

PostgreSQLRead and write support varies by recordTables

Record types covered in the setup guide

Record type	Coverage and requirements
Tables	See connector requirements. Confirm field permissions and sync direction.

Read the PostgreSQL connector guide

Vtiger CRMConnection and object support require review

Record types to review with Stacksync

Record type	Coverage and requirements
Contacts	Confirm support for this record type and the direction you need.
Organizations	Confirm support for this record type and the direction you need.
Leads	Confirm support for this record type and the direction you need.
Opportunities	Confirm support for this record type and the direction you need.
Cases	Confirm support for this record type and the direction you need.
Products	Confirm support for this record type and the direction you need.

Discuss Vtiger CRM requirements

Connection requirements and limits

PostgreSQL

Integration interface: SQL wire protocol (PostgreSQL frontend/backend protocol)
Authentication: Database credentials (connection string or parameters), with optional SSL root certificate upload and optional SSH tunnel (SSH user + host); a least-privilege DB user
Change detection: The Postgres connector uses logical replication. The separate Postgres Heroku connector uses database triggers when replication rights are unavailable.
Read access: Available for supported records
Write access: Available for supported records

Limitations to check

Renaming a schema, table, or column requires updating the sync configuration.
Database views cannot be used as writable destinations in two-way sync; validate the selected connector and view support separately.

Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

PostgreSQL setup guide

Vtiger CRM

Integration interface: REST API
Authentication: Confirm the credentials, API plan, and permissions required for Vtiger CRM.
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

Limitations to check

Confirm Stacksync support for Vtiger CRM and the record types your workflow needs.
Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare your technical review

Use the worksheets and reference checks to capture record identity, ownership, and the result your business expects.

Implementation reference

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 · Record matching, ownership, and test cases

Reporting datasetProposed company table in PostgreSQL (choose its name) Organizations

Plan a company dataset while preserving its source meaning.

PostgreSQL: Your database schema
Vtiger CRM: Object support to establish

Record identity

Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient.

Field ownership

Assign ownership separately for relationship details and finance-controlled billing details.

Fields to include

Source record ID
Legal or display name
Business-unit reference
Lifecycle status

Reporting datasetProposed contact table in PostgreSQL (choose its name) Contacts

Plan a contact dataset while preserving its source meaning.

PostgreSQL: Your database schema
Vtiger CRM: Object support to establish

Record identity

Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.

Field ownership

Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.

Fields to include

Source person ID
Display name
Email address
Organization reference
Consent state

Reporting datasetProposed deal or opportunity table in PostgreSQL (choose its name) Opportunities

Plan a deal or opportunity dataset while preserving its source meaning.

PostgreSQL: Your database schema
Vtiger CRM: Object support to establish

Record identity

Keep the opportunity/deal ID separate from any later order or invoice ID.

Field ownership

The sales process owns qualification and stage changes; downstream financial records have their own state and approval rules.

Fields to include

Source deal ID
Stage
Amount and currency
Expected close date
Company reference

Reporting datasetProposed prospect or lead table in PostgreSQL (choose its name) Leads

Plan a prospect or lead dataset while preserving its source meaning.

PostgreSQL: Your database schema
Vtiger CRM: Object support to establish

Record identity

Retain the lead ID and record its relationship to any converted contact or company.

Field ownership

Choose which system may qualify or convert the lead; do not infer identical lifecycle stages.

Fields to include

Source lead ID
Qualification status
Owner reference
Conversion reference

Reporting datasetProposed support case or ticket table in PostgreSQL (choose its name) Cases

Plan a support case or ticket dataset while preserving its source meaning.

PostgreSQL: Your database schema
Vtiger CRM: Object support to establish

Record identity

Retain the ticket ID and distinguish parent tickets, follow-ups, and merged cases.

Field ownership

Agree which queue controls status and assignee; keep private comments distinct from public replies.

Fields to include

Source ticket ID
Requester reference
Status
Priority
Assigned team

Reporting datasetProposed sales order table in PostgreSQL (choose its name) Sales Orders

Plan a sales order dataset while preserving its source meaning.

PostgreSQL: Your database schema
Vtiger CRM: 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

Architecture decision

Choose how to connect your systems

Choose a method around one example record and the update your business needs. Use Proposed company table in PostgreSQL (choose its name) / Organizations 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: Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient. 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 PostgreSQL and Vtiger CRM 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 Proposed company table in PostgreSQL (choose its name) / Organizations, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit: Consider when PostgreSQL and Vtiger CRM need a transformation, approval, or action outside a direct record sync.
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.

File or scheduled snapshot

Best fit: Consider for a one-time PostgreSQL / Vtiger CRM 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 reference

From a business event to the right update

Open a workflow to see its trigger, record relationships, and expected result.

Company reporting workflow

Starting event: A change to the selected Proposed company table in PostgreSQL (choose its name) or Organizations record needs a defined result in the other system.

Start with PostgreSQL Proposed company table in PostgreSQL (choose its name) and Vtiger CRM Organizations. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve parent organizations, business units, and currency references before dependent transactions.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.

If it fails: Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

Contact reporting workflow

Starting event: A change to the selected Proposed contact table in PostgreSQL (choose its name) or Contacts record needs a defined result in the other system.

Start with PostgreSQL Proposed contact table in PostgreSQL (choose its name) and Vtiger CRM Contacts. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve the organization relationship and any owner or consent references required by the destination.
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 an email change, two records sharing an email, and a person associated with multiple organizations.

If it fails: Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Deal or opportunity reporting workflow

Starting event: A change to the selected Proposed deal or opportunity table in PostgreSQL (choose its name) or Opportunities record needs a defined result in the other system.

Start with PostgreSQL Proposed deal or opportunity table in PostgreSQL (choose its name) and Vtiger CRM Opportunities. Use the record-matching and field-ownership rules from your mapping worksheet.
Map the customer and sales pipeline before the opportunity; map stage values deliberately.
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 reopened won deal, a stage with no destination equivalent, and an amount using a different currency.

If it fails: Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.

Define an explicit handoff between PostgreSQL and Vtiger CRM

Starting event: A business event involving a selected business dataset needs a defined response involving Contacts or Organizations.

Document what the source event means and which destination record or action should respond. A similar name does not establish a shared entity.
Retain separate IDs and choose whether the destination is a report, a new work item, or a change to an existing record.
Assign an approval owner and a duplicate-detection rule before running an action. Use a custom workflow only after its endpoint support is confirmed.

Expected result: An example input has an unambiguous destination and expected result; repeated delivery produces only the intended change.

If it fails: Resolve missing identity or ambiguous business meaning before retrying; route unsupported operations to the implementation owner.

Production readiness

Test the behavior your business depends on

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

Proposed company table in PostgreSQL (choose its name) / Organizations

Test case

Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.

Expected result

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

Proposed contact table in PostgreSQL (choose its name) / Contacts

Test case

Test an email change, two records sharing an email, and a person associated with multiple organizations.

Expected result

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

Proposed deal or opportunity table in PostgreSQL (choose its name) / Opportunities

Test case

Test a reopened won deal, a stage with no destination equivalent, and an amount using a different currency.

Expected result

The expected deal or opportunity relationship is preserved with no duplicate action or unintended write.

Proposed prospect or lead table in PostgreSQL (choose its name) / Leads

Test case

Convert a test lead after the first load and verify that it does not create a duplicate person or orphan its activity.

Expected result

The expected prospect or lead 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.

Failure recovery

Find the cause. Restore the data flow.

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

Rejected or repeated company change

Investigate

Inspect PostgreSQL Proposed company table in PostgreSQL (choose its name) and Vtiger CRM Organizations, their IDs, and the destination error.

Next action

Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

Rejected or repeated contact change

Investigate

Inspect PostgreSQL Proposed contact table in PostgreSQL (choose its name) and Vtiger CRM Contacts, their IDs, and the destination error.

Next action

Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Rejected or repeated deal or opportunity change

Investigate

Inspect PostgreSQL Proposed deal or opportunity table in PostgreSQL (choose its name) and Vtiger CRM Opportunities, their IDs, and the destination error.

Next action

Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.

A record type or update is unavailable

Investigate

Check the PostgreSQL and Vtiger CRM 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.

How updates move between PostgreSQL and Vtiger CRM

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

PostgreSQL Vtiger CRM Direction requires confirmation

Detect changesThe Postgres connector uses logical replication. The separate Postgres Heroku connector uses database triggers when replication rights are unavailable.

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

Vtiger CRM PostgreSQL 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 PostgreSQL.

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.

Prepare PostgreSQL and Vtiger CRM 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.

PostgreSQL setup checklist

Use a single-column primary key with a database-generated default for every selected table; composite primary keys are not supported.
Give the connected database role the required ownership and replication rights. Logical replication requires wal_level=logical; check the hosted database procedure before changing it.
For PostgreSQL 12 and earlier, have the database administrator install the pgcrypto extension before starting the sync so tracking tables can use gen_random_uuid(). PostgreSQL 13 and later provide this function without the extension.

Setup guides: Authorize Postgres Ensuring Secure Cloud SQL Connections with SSL Certificate Ensuring Secure RDS Connections with SSL Certificate

Vtiger CRM setup checklist

Identify the Vtiger CRM account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Vtiger CRM, 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 PostgreSQL and Vtiger CRM 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

Security and control for your integrations

Use SSO and SCIM to manage access, secure connection options to reach your systems, and record-level retry and revert controls to resolve sync errors.

Explore security controls

FAQ