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ERP ⇄ CRM

Rootstock ERP to Vitally integration — real-time, two-way sync

Keep Rootstock ERP 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 Rootstock ERP and Vitally

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

Vitally holds the customer relationship; Rootstock ERP 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 Task, Note, Conversation, NPS Response in Vitally with Receipts and Shipments, Salesforce Accounts and Contacts, Sales Orders, Work Orders in Rootstock ERP 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 Mirror product-usage traits and NPS responses into a warehouse for retention and expansion reporting.
  • 02 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
  • 03 Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
  • 04 Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.

Common sync patterns

Where Rootstock ERP manages people and org data: keep Vitally aligned

Owners, territories, and org structure informed by Rootstock ERP stay current in Vitally.

Where Rootstock ERP handles order-to-cash: closed-won flows through

A deal won in Vitally creates or updates the customer in Rootstock ERP with clean data, so fulfillment and invoicing start without re-entry.

Where Rootstock ERP is the finance system of record: money status on the account

Invoice and payment state from Rootstock ERP shows on the account in Vitally, so reps see balances before promising the next order.

What you can sync between Rootstock ERP 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.

Rootstock ERP objects Vitally objects How this pairing syncs
Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Work Orders is specific to Rootstock ERP and Account to Vitally — each maps to any object or custom field on the other side.
Purchase Orders Procurement documents synced with supplier portals and AP systems. User End users tied to accounts, including activity and custom traits. Purchase Orders is specific to Rootstock ERP and User to Vitally — each maps to any object or custom field on the other side.
Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems. Organization Parent organizations for hierarchical B2B account structures. Items / Products is specific to Rootstock ERP and Organization to Vitally — each maps to any object or custom field on the other side.
Bills of Material Multi-level product structures read for costing and planning integrations. Task CS tasks and follow-ups, readable and writable for workflow sync. Bills of Material is specific to Rootstock ERP and Task to Vitally — each maps to any object or custom field on the other side.
Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS. Note Account and user notes captured by success teams. Inventory Balances is specific to Rootstock ERP and Note to Vitally — each maps to any object or custom field on the other side.
Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Receipts and Shipments is specific to Rootstock ERP and Conversation to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Rootstock ERP 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.

Rootstock ERP Vitally Sub-second propagation

DetectionChanges in Rootstock ERP are captured at the source via change data capture — no polling loop against its API. Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply).

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

Vitally Rootstock ERP Sub-second propagation

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

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

Rate-limit considerations

  • Rootstock ERP: Consumes the Salesforce org's daily API request allocation, shared with other integrations.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Rootstock ERP ⇄ Vitally

Connect Rootstock ERP and Vitally for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Rootstock ERP–Vitally connection.

Real-time

Two-way sync

Changes in Rootstock ERP or Vitally instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rootstock ERP 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 Rootstock ERP or Vitally record.

Observability

Monitoring

Track your Rootstock ERP ⇄ Vitally sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Rootstock ERP and Vitally.

How the Rootstock ERP and Vitally connectors work

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations

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 Rootstock ERP 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 Rootstock ERP 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
    Rootstock ERP connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Rootstock ERP 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 · Rootstock ERP ⇄ 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
    Rootstock ERP Vitally
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Rootstock ERP and Vitally integration FAQ

SECURITY

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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.

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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 390 integrations available for Rootstock ERP and Vitally.

Popular · 8 of 390
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