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ERP ⇄ CRM

Visibility ERP to Vitally integration — real-time data sync

Keep Visibility 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 Visibility ERP and Vitally

Flow Visibility ERP data into Vitally in real time — no exports, no schedulers, no custom scripts.

Visibility ERP is a read-only source: Stacksync reads its data in real time and delivers it into Vitally, so Vitally always reflects the current state of Visibility ERP — without exports, scripts, or schedulers.

Vitally holds the customer relationship; Visibility 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.

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 customers, orders, and project data into a reporting database for plant and finance dashboards.
  • 04 Sync customer records into a CRM so sales teams see order and project history alongside the account.

Common sync patterns

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

Invoice and payment state from Visibility ERP 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 Visibility ERP manages people and org data: keep Vitally aligned

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

What you can sync between Visibility 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.

Visibility ERP objects Vitally objects How this pairing syncs
Vendors Supplier records used in procurement. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Vendors is specific to Visibility ERP and Conversation to Vitally — each maps to any object or custom field on the other side.
Parts and Items Engineering and inventory item master data. NPS Response NPS survey responses for account-health reporting. Parts and Items is specific to Visibility ERP and NPS Response to Vitally — each maps to any object or custom field on the other side.
Bills of Material Multi-level product structures central to engineer-to-order manufacturing. Custom Trait Custom account and user traits for segmentation. Bills of Material is specific to Visibility ERP and Custom Trait to Vitally — each maps to any object or custom field on the other side.
Projects Contract and project records that group orders, costs, and schedules. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Projects is specific to Visibility ERP and Account to Vitally — each maps to any object or custom field on the other side.
Work Orders Shop-floor production orders tracked for status and cost. User End users tied to accounts, including activity and custom traits. Work Orders is specific to Visibility ERP and User to Vitally — each maps to any object or custom field on the other side.
Sales Orders Customer orders with lines and delivery schedules. Organization Parent organizations for hierarchical B2B account structures. Sales Orders is specific to Visibility ERP and Organization to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Visibility 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.

Visibility ERP Vitally Interval-based propagation

DetectionStacksync polls Visibility ERP for changes on an incremental schedule, reading only records changed since the previous pass. Polling against tables or modified timestamps.

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

Vitally Visibility ERP Sub-second propagation

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

DeliveryVisibility ERP does not accept inbound record writes, so this direction carries requests rather than records: Visibility ERP's output flows back as field updates on the originating Vitally records.

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 Visibility ERP ⇄ Vitally

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Visibility 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 Visibility ERP or Vitally record.

Observability

Monitoring

Track your Visibility 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 Visibility ERP and Vitally.

How the Visibility ERP and Vitally connectors work

Visibility ERP

Integration surface
Vendor-provided integration surface (.NET web services); direct database access is a common path in on-premise deployments
Authentication
Application or database credentials, depending on the integration path
Change detection
Polling against tables or modified timestamps; no public event or CDC interface is documented
Capabilities
read

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

    Choose tables

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

Visibility ERP 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.

Learn more about security
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:

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 Visibility ERP and Vitally.

Popular · 8 of 390
All Visibility ERP integrations All Vitally integrations Browse all integrations
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