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ERP ⇄ CRM

Unleashed Software to Vitally integration — real-time, two-way sync

Keep Unleashed Software 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Unleashed Software and Vitally

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

Vitally holds the customer relationship; Unleashed Software 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 Account, User, Organization, Task in Vitally with Suppliers, Warehouses, Stock Adjustments, Bills of Materials in Unleashed Software 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 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
  • 02 Mirror product-usage traits and NPS responses into a warehouse for retention and expansion reporting.
  • 03 Sync Stock On Hand into an ecommerce platform or CRM so quotes and listings reflect real availability.
  • 04 Push Sales Orders from a storefront or CRM into Unleashed for fulfillment without re-keying.

Common sync patterns

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Unleashed Software manages people and org data: keep Vitally aligned

Owners, territories, and org structure informed by Unleashed Software stay current in Vitally.

Where Unleashed Software handles order-to-cash: closed-won flows through

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

What you can sync between Unleashed Software 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.

Unleashed Software objects Vitally objects How this pairing syncs
Stock On Hand Quantity and value per product per warehouse; the read source for availability syncs. Custom Trait Custom account and user traits for segmentation. Stock On Hand is specific to Unleashed Software and Custom Trait to Vitally — each maps to any object or custom field on the other side.
Sales Orders Outbound orders with lines, status, and fulfillment detail; a common write target from storefronts and CRMs. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Sales Orders is specific to Unleashed Software and Account to Vitally — each maps to any object or custom field on the other side.
Purchase Orders Inbound supply orders synced for procurement visibility. User End users tied to accounts, including activity and custom traits. Purchase Orders is specific to Unleashed Software and User to Vitally — each maps to any object or custom field on the other side.
Customers Buyer records with pricing tiers and delivery addresses. Organization Parent organizations for hierarchical B2B account structures. Customers is specific to Unleashed Software and Organization to Vitally — each maps to any object or custom field on the other side.
Suppliers Vendor records referenced on purchase orders. Task CS tasks and follow-ups, readable and writable for workflow sync. Suppliers is specific to Unleashed Software and Task to Vitally — each maps to any object or custom field on the other side.
Warehouses Stock locations that scope inventory quantities and order fulfillment. Note Account and user notes captured by success teams. Warehouses is specific to Unleashed Software and Note to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Unleashed Software 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.

Unleashed Software Vitally Interval-based propagation

DetectionStacksync polls Unleashed Software for changes on an incremental schedule, reading only records changed since the previous pass. Polling with modified-date filters on list endpoints.

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

Vitally Unleashed Software Sub-second propagation

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

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

Rate-limit considerations

  • Unleashed Software: Subject to the platform's API rate limits; paginate list endpoints and batch where possible.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Unleashed Software ⇄ Vitally

Connect Unleashed Software and Vitally for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Unleashed Software 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 Unleashed Software or Vitally record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Unleashed Software and Vitally.

How the Unleashed Software and Vitally connectors work

Unleashed Software

Integration surface
REST API
Authentication
API ID plus API key, with each request signed using an HMAC-SHA256 of the query string
Change detection
Polling with modified-date filters on list endpoints
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; paginate list endpoints and batch where possible.

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 Unleashed Software 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 Unleashed Software 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
    Unleashed Software connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Unleashed Software 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 Unleashed Software and Vitally.

Popular · 8 of 390
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