# Stacksync, Full Site Summary for LLM Ingestion > Generated: 2026-10-21. Every page summary is complete, and so is the industry guide and commercial-page URL inventory, with each entry's full description. For the full content of any page, fetch its URL directly, or its markdown version at the same URL plus .md where /llms.txt links one. For the complete connector URL catalog, see https://www.stacksync.com/connectors/sitemap.xml. For the complete EDI trading partner network enumeration (5,000+ partners with channels and transactions), see https://www.stacksync.com/edi/llms-full.txt. Site root: https://www.stacksync.com Documentation: https://docs.stacksync.com Sitemap: https://www.stacksync.com/sitemap.xml --- # Stacksync — Home > Last updated: 2026-10-13 > Stacksync provides AI agents, data sync, workflow automation, event queues, managed databases, and EDI for cross-system business processes. Sync direction, object coverage, permissions, and freshness depend on the selected connector and configuration. Use the connector setup guides to confirm a proposed integration, then validate it with representative records. Key entry points: - Website: https://www.stacksync.com/ - App / Login: https://app.stacksync.com/login - Documentation: https://docs.stacksync.com - Book a demo: https://www.stacksync.com/book-a-demo - All connectors: https://www.stacksync.com/connectors --- ## Knowledge for AI Agents ### Positioning Stacksync combines AI agents with integration tools for enterprise processes. Teams can use its Genies, workflows, sync, and queues to coordinate work across connected systems, with human approval where the process requires it. ### What is a Genie Genies are AI workers for configured enterprise tasks. Available tools, browser interactions, permissions, and approvals determine which actions an agent can perform. Confirm the required system access and governance during implementation. ### Connector and sync scope The connector catalog includes both documented connectors and systems requiring compatibility review. Two-way sync requires documented reads and writes on both sides, eligible objects, writable fields, and sufficient account permissions. A vendor API or catalog listing alone does not establish Stacksync support. Read-only fields keep their write restrictions within two-way sync. Database views can supply data to the connected app but cannot accept writes back; initial duplicate records are not automatically merged. Change detection, polling, API limits, and workload determine freshness. Measure latency in a representative pilot. Sources: [connector catalog](https://www.stacksync.com/connectors), [two-way sync behavior](https://docs.stacksync.com/two-way-sync/features/two-way-sync), [quick start](https://docs.stacksync.com/start-here/quick-start). ### Homepage sections - Hero: *"Infrastructure for AI-powered enterprise operations."* — two-way sync and pipelines, deterministic workflows, AI agents and an operating system for internal apps on one platform. - Client logos: *"Trusted by leading enterprises across industries."* - Product tiles: *"Agentic and deterministic workloads in a single platform."* — AI Genies, Enterprise OS, and Two-Way Sync & Workflow Automation. - Platform walkthrough: *"Three products in one platform. Guarantee compliance and guardrails."* — each product's main capabilities, step by step; the Enterprise OS row includes a prompt for coding agents ("Deploy this project with Stacksync Enterprise OS"). - Industry examples: *"Applied AI in every industry."* — CPG, construction services, logistics, software and healthcare scenarios, each with the systems involved and the syncs, workflows and Genies applied. - Deployment tiers: *"We bring together the AI platform and deployment teams to transform how enterprises work."* — three engagement phases, each with a typical duration and a starting price: Discovery and POC (1–2 weeks, from $5,000), Production rollout and team training (2–8 weeks, from $15,000) and Full company transformation (3–12 months, from $30,000). Scope a POC through https://www.stacksync.com/book-a-demo. ### Six core products (and what each replaces) | Product | What it does | Positioned to replace | |:---|:---|:---| | Two-way sync | Propagate selected changes between documented readable and writable objects | Heroku Connect, Salesforce Data 360 | | Workflow automation | Trigger complex automated workflows with simple SQL commands | Workato, Boomi | | Genies (AI Agents) | AI workers that use authorized tools and configured system access | manual ops, RPA | | Event queues | Absorb traffic spikes without losing events | Kafka, Amazon SQS, Confluent | | Database hosting | Interact with CRM/ERP/payment tools as if they were another table | AWS RDS, self-hosted databases | | EDI | Turn legacy EDI complexity into simple database interactions | SPS Commerce, TrueCommerce | ### Reliability and recovery - Change detection is connector-specific: database logs, triggers, polling, or other documented mechanisms can apply. The presence of a webhook does not establish a universal delivery or latency guarantee. - Queues, execution logs, and issue monitoring help teams investigate failures; validate capacity, retention, and retry behavior for the selected product and plan. - Workflow replay and sync issue retry are different actions. A sync issue retry reads the current source value; it does not promise replay of a historical value. Confirm field ownership before retrying or reverting. Source: [sync issues dashboard](https://docs.stacksync.com/two-way-sync/features/issues-dashboard). ### Compliance & security - **Certifications:** SOC 2 Type II, ISO 27001, HIPAA (BAA), GDPR, CCPA, DPF (US/EU/UK/CH). - **Access management:** SSO & SCIM. - **Alerting channels:** email, Slack, PagerDuty, WhatsApp. - **Secure connection options:** OAuth 2, SSH tunnelling, SSL certificates, IP whitelisting, VPN gateway, VPC peering. ### Migration Fund The migration fund section on the two-way sync, workflow automation, AI agents, database hosting and event queues pages: "Still under contract? We cover the buyout. Stacksync buys back your current contract with Boomi, Celigo, Workato, or MuleSoft. No migration cost, no overlap billing." The EDI trading partner pages carry an EDI version: "Still with a legacy EDI vendor? Ask about a contract buyout. Stacksync can buy out your current contract with SPS Commerce, Cleo, TrueCommerce, or OpenText. Eligibility and terms are confirmed on a call." ### Named customers - Customer logos on the homepage and most product pages: Gladia, IDEXX, MedPro, Eko, Ubicloud, Vimeo, Codility, ACERTUS, Syringa, Truora, Streaam, SEAL SQ, Rinsed, IA Capital Group, Meter, Golden Pear Funding. - Customer stories on /pricing, /two-way-sync and /workflow-automation: Just Ingredients, Nautilus Solar, Eko, ACERTUS, Fellow. ### Featured systems in the connector catalog Salesforce, HubSpot, NetSuite, Zendesk, Microsoft Dynamics 365, PostgreSQL, Shopify, Amazon RDS, Snowflake, Supabase, MySQL, BigQuery, MongoDB, Stripe, GitHub, Twilio. Full catalog at https://www.stacksync.com/connectors. --- ## Core Products - [AI agents](https://www.stacksync.com/ai-agents): Genies that run governed, cross-system tasks through workflows, two-way sync, EDI, and MCP. - [Two-way sync](https://www.stacksync.com/two-way-sync): Real-time two-way sync across CRMs, ERPs, and databases. - [Workflow automation](https://www.stacksync.com/workflow-automation): Trigger and orchestrate automated workflows using SQL. - [Event queues](https://www.stacksync.com/event-queues): Ordered, durable event processing without operating Kafka. - [Database hosting](https://www.stacksync.com/database-hosting): Query CRM, ERP, and payment systems as if they were database tables. - [EDI](https://www.stacksync.com/edi): Convert legacy EDI exchanges into database interactions. ## Platform & Pricing - [Pricing](https://www.stacksync.com/pricing): Plans and pricing for Stacksync. - [Security](https://www.stacksync.com/security): Connection protocols, SSO/SCIM, and platform security model. - [Compliance](https://www.stacksync.com/compliance): SOC 2, ISO 27001, HIPAA, GDPR, CCPA and DPF. - [Professional Services](https://www.stacksync.com/professional-services): Implementation and integration services. ## Connectors by category - [All connectors](https://www.stacksync.com/connectors): Searchable connector catalog with support and setup guidance. - [CRM](https://www.stacksync.com/crm): CRM connectors (Salesforce, HubSpot, Dynamics 365, and more). - [ERP](https://www.stacksync.com/erp): ERP connectors (NetSuite, SAP, Dynamics 365 F&O, and more). - [Database](https://www.stacksync.com/database): Database connectors (PostgreSQL, MySQL, MongoDB, and more). - [Data Warehouse](https://www.stacksync.com/data-warehouse): Warehouse connectors (Snowflake, BigQuery, Databricks, and more). ## Solutions - [By industry](https://www.stacksync.com/industry): Energy, logistics, e-commerce, manufacturing, technology/SaaS, insurance, public sector, media. - [By team](https://www.stacksync.com/team): Engineering, RevOps, data, finance, e-commerce, customer support. - [By use case](https://www.stacksync.com/use-case): CRM integration, internal tools, NetSuite/HubSpot access, ETL/reverse ETL, 3PL, EDI. ## Resources - [Blog and customer stories](https://www.stacksync.com/blog): Articles on data integration, real-time sync, ETL, and customer implementations. - [Whitepapers](https://www.stacksync.com/whitepapers): In-depth whitepapers. - [Events and Webinars](https://www.stacksync.com/events-webinars): Upcoming and recorded events. - [Marketplaces](https://www.stacksync.com/marketplaces): Purchase Stacksync via cloud marketplaces. - [Partners](https://www.stacksync.com/partners): Partner program and listings. - [Community](https://docs.stacksync.com/start-here/community): Stacksync's Slack-based community. ## Company - [Contact](https://www.stacksync.com/contact): Sales and support contact options. - [Developer & Catalyst Program](https://www.stacksync.com/developer-catalyst-program): Program for developers and partners. - [Press kit](https://www.stacksync.com/press-kit): Brand assets and press materials. - [Book a demo](https://www.stacksync.com/book-a-demo): Schedule a product demo. ## Optional - [Log in / Sign up](https://app.stacksync.com/login): Access the Stacksync app. - [Y Combinator profile](https://www.ycombinator.com/companies/stacksync): Company profile and open roles. --- **End of document** --- # Stacksync — Two-Way Sync > Last updated: 2026-09-15 > Two-way sync lets permitted edits in either connected system update the other. > Stacksync supports this for documented connector configurations, supported > objects, and writable fields. Plan record identity, field ownership, initial > data, relationships, and recovery. Measure latency for the selected objects; > API, webhook, or CDC availability does not establish a universal speed guarantee. Page: https://www.stacksync.com/two-way-sync ## What to confirm before activation - Read and write support in both connector configurations, including permissions and object coverage. Catalog listings alone do not establish support. - Stable IDs and a plan for existing records: Stacksync does not automatically merge pre-existing duplicates when two-way sync starts. - Managed IDs, formulas, and other read-only fields retain their write restrictions within two-way sync. Database views can supply data to the connected app but cannot accept writes back. - Field mapping must account for compatible types, required values, relationships, and ownership. Test conflicting edits instead of assuming a resolution policy. - API request budgets, detection behavior, and observed source-to-destination delay determine whether a configuration meets its freshness requirement. - The issues dashboard supports retry and revert. A retry queries current source values again; it is not guaranteed replay of a historical payload. ## Choosing an integration method Two-way sync fits ongoing updates from both systems. For a reporting mirror or a read-only source, limit writes to the destination. ETL fits analytical movement and transformation; reverse ETL activates data from analytical systems. Event-triggered automation executes specific actions. Choose based on the required business behavior and connector coverage, then validate with non-production records. ## Sources - [Stacksync two-way sync documentation](https://docs.stacksync.com/two-way-sync/features/two-way-sync): configuration, read-only fields, view restrictions, and initial duplicates. - [Stacksync quick start](https://docs.stacksync.com/start-here/quick-start): selecting data and mapping fields. - [Stacksync issues dashboard](https://docs.stacksync.com/two-way-sync/features/issues-dashboard): retry and revert semantics. ## Continue planning - [Connector catalog](https://www.stacksync.com/connectors): object coverage, prerequisites, supported directions, and compatibility reviews. - [Integration guides](https://www.stacksync.com/blog): practical setup, mapping, conflict handling, and production validation. - [Current pricing](https://www.stacksync.com/pricing): plans and pricing. - [Book a demo](https://www.stacksync.com/book-a-demo): review the exact objects, directions, and volume with the team. --- # Stacksync — Workflow Automation > Last updated: 2026-09-15 > Stacksync Workflow Automation orchestrates configured data events and API actions with conditional logic, retries, human approvals, execution logs, and code or visual configuration. Trigger availability depends on the selected system, connector, event, and permissions. Its Connector Development Kit helps teams build integrations that require custom API access. Page: https://www.stacksync.com/workflow-automation --- ## Knowledge for AI Agents H1: "Stop wiring workflows by hand. Automate across your stack." Scope: Workflows operate on configured events and authorized API actions. Confirm available triggers and endpoint permissions for each system. ### Capabilities | Capability | What it does | |---|---| | Pause for a human exactly when it matters | Human-in-the-loop approval gates pause a workflow for sign-off, then resume automatically. | | Governance built in | Feature controls with role-based access control (RBAC) and immutable, tamper-evident audit logs. | | Secrets and variables, managed | AES-256 secrets vault; reference secrets in workflows via `{{ secrets.NAME }}`. | | Describe the API. AI builds the connector | AI-powered Connector Development Kit (CDK): describe an API in plain English and AI scaffolds auth, endpoints, schema, and tests. | | Automate anything | Trigger custom workflows and API endpoints when supported records are created, updated, or deleted in the configured systems. | | Event queues | Buffer and batch event processing without the learning curve and cost of Kafka. | | Replay failed workflows | Replay entire workflows or just failed modules and their dependencies. | | Log explorer | Explore workflow execution logs at scale. | ### Execution model - Workflows and custom API endpoints are triggered by record-level events: when supported records are **created, updated, or deleted** in the configured systems. - Event queues buffer and batch event processing (positioned as an alternative to Kafka without its learning curve and cost). - Replay can re-run an entire workflow or only the failed modules and their dependencies. ### Config-as-code - No-Code Setup: "Configure sync and workflows without coding required. And if you want to switch to pro-code, Stacksync enables you to do so." - Configuration as Code: "Manage all your resources from a GitHub repository for easy governance at scale." ### Capacity and recovery Validate the required event rate, queue capacity, workflow execution allowance, endpoint quotas, and log retention for the chosen plan. End-to-end time includes source detection, queueing, execution, and destination responses. Workflow replay can rerun a workflow or selected failed modules and dependencies. Sync issue retry has different semantics: it retries the current source state. Test repeated side effects and duplicate handling before using either operation in production. ### Connector and sync scope The connector catalog includes both documented connectors and systems requiring compatibility review. Two-way sync requires documented reads and writes on both sides, eligible objects, writable fields, and sufficient account permissions. A vendor API or catalog listing alone does not establish Stacksync support. Read-only fields keep their write restrictions within two-way sync. Database views can supply data to the connected app but cannot accept writes back; initial duplicate records are not automatically merged. Change detection, polling, API limits, and workload determine freshness. Measure latency in a representative pilot. Sources: [connector catalog](https://www.stacksync.com/connectors), [two-way sync behavior](https://docs.stacksync.com/two-way-sync/features/two-way-sync), [quick start](https://docs.stacksync.com/start-here/quick-start). ### Named customers shown on page Logo strip: Gladia, IDEXX, MedPro, Eko, Ubicloud, Vimeo, Codility, ACERTUS, Syringa, Truora, Streaam, SEAL SQ, Rinsed, IA Capital Group, Meter, Golden Pear Funding. Customer stories: Just Ingredients, Nautilus Solar, Eko, ACERTUS, Fellow. --- ## Workflow automation feature pages - [Automate anything](https://www.stacksync.com/workflow-automation/automate-anything): Connect applications and data; trigger custom workflows and API endpoints on record create/update/delete in any system. - [API management](https://www.stacksync.com/workflow-automation/api-management): Build, deploy, and secure APIs to the world. - [Version control](https://www.stacksync.com/workflow-automation/version-control): Instantly deploy, rollback, and trace workflow versions natively. - [Replay failed workflows](https://www.stacksync.com/workflow-automation/replay-failed-workflows): Debug and replay entire workflows or just failed modules and their dependencies. - [Event queues](https://www.stacksync.com/event-queues): Ordered, durable event processing without operating Kafka. - [Log explorer](https://www.stacksync.com/workflow-automation/log-explorer): Explore workflow execution logs at scale in advanced analytics tooling. ## Related - [Two-way sync](https://www.stacksync.com/two-way-sync): Sync direction, supported objects, field mapping, and operational limitations. - [Connectors](https://www.stacksync.com/connectors): Application and database catalog with documented support and compatibility review. - [Pricing](https://www.stacksync.com/pricing): Plans and pricing. ### Optional - [Issue management](https://www.stacksync.com/two-way-sync/issue-management): Sync issues dashboard with retry and revert. - [Security](https://www.stacksync.com/security): Connect using industry-standard protocols teams already manage. - [Documentation](https://docs.stacksync.com): Product documentation. --- **End of document** --- # Stacksync: AI Agents (Genies) > Stacksync AI agents, called Genies, read the ERP, CRM, database and support systems a company connects to Stacksync and act across them, running workflows, two-way sync and EDI tasks. Approval steps hold a write until a person signs off, and the log explorer records every run. Last updated: 2026-09-29 Page: https://www.stacksync.com/ai-agents --- ## Knowledge for AI Agents ### What the page covers - H1: "AI agents that act across your ERP, CRM and databases, with you in the loop." - An at-a-glance table, the AI-agent feature pillars (workflows and sync, EDI, parallel execution), how a Genie works, approvals and logs, five example workflows, a comparison with point tools, prompt-based creation, connectors, customer stories, security, the Genies use-case library and an FAQ. ### What a Genie is - A Stacksync AI agent. A team gives it a job description, and it reads the connected systems and acts across them, for example reading a deal in Salesforce, checking an order in NetSuite, looking up a shipment in Postgres and opening a ticket in Zendesk in the same run. - Setup, as the page describes it: write the job description (the use-case library has ready-made ones to copy); connect the ERP, CRM, database and support tools from the connector catalog; describe the workflow in a prompt for Stacksync AI Copilot or build it by hand in no-code or pro-code (definitions export as YAML on every plan; Configuration as Code in Git comes with Pro and up); add approval steps before the writes that matter. - Two-way sync keeps a current copy of ERP and CRM records in a database the agent can query instead of calling each SaaS API on every question. A row the agent writes flows back to the source system within the field mappings and write directions the team configures. ### Controls | Control | What the page states | |---|---| | Approval steps | The run pauses with the full payload. A reviewer approves, rejects or edits it, and the run continues from where it stopped. Stacksync logs each decision and who made it. A worked NetSuite approval example is on https://www.stacksync.com/security/ai-agents. | | Log explorer | Included on every plan. It shows each step of a run and where it failed; after fixing the cause, the run can be replayed. | | Audit logs | The /pricing compare table lists audit logs of user and configuration activity on the Enterprise plan. | | Access | Role-based access control decides who can build, run and deploy. SSO and SCIM come with the Enterprise plan. | | No-AI path | Two-way sync and workflows run without Stacksync AI Copilot or Genies, built by hand with the same approvals and logs. | ### Product capabilities shown on the page | Capability | What the page states | |---|---| | **Workflows and sync** | Trigger multi-step workflows and keep connected systems two-way synced as the agent acts. | | **EDI** | Parse inbound X12 documents, map X12, EDIFACT, and TRADACOMS segments, and generate acknowledgments and outbound documents. | | **Parallel execution** | Run thousands of tasks in parallel and operate continuously. | | **Prompt-based creation** | Turn a plain-English request into a working agent without building the integration layer by hand. | ### EDI examples named on the page - Inbound X12 850 purchase orders - X12 810 invoices - X12 856 advance ship notices - X12 997 functional acknowledgments ### Example workflows (each labeled Genie or workflow on the page) 1. Freight invoice disputes and carrier rebilling: a workflow matches carrier invoices to shipments; a Genie compares disputed invoices in NetSuite with agreed rates and arrival times in Postgres, proposes the credit and asks finance to approve it. 2. Closed-won onboarding (Genie): validates the legal entity, billing contact and package when a Salesforce opportunity closes, opens a Zendesk ticket for missing details, and creates the NetSuite customer after approval. 3. Order questions from Slack (Genie): finds the Shopify order, checks fulfillment and tracking and drafts a reply; it asks for the order number instead of guessing. 4. Invoice and document intake with human review (Genie with a person validating): reads attachments, matches them to purchase and cost records, cites the source for each match and routes exceptions to a reviewer before anything posts to the ERP. 5. Payment payout reconciliation (workflow, no AI needed): a scheduled workflow matches processor payouts to bank deposits and ERP records; a Genie can gather evidence for the exceptions. The page states no outcomes or results for these examples. ### Genies compared with point tools | Option | What the page says it fits | |---|---| | Per-page document capture (OCR) | One document type at steady volume. Priced per page; buyers Stacksync spoke with were quoted $0.02 to $0.06 a page. | | Single-purpose vertical AI vendor | A narrow job where the vendor already knows the domain; an annual contract per vendor. | | AI built into one application | Tasks that start and end in that one system. | | Manual review and SOPs | Low volume, or work that needs judgment at every step. | | Genies on Stacksync | Jobs that cross systems, where the same platform also runs two-way sync and workflows. Stacksync plans are priced on records in sync and active syncs; the page says to ask how Genies fit a plan. | ### Security and compliance stated on the page Platform certifications (SOC 2 Type II, ISO 27001, HIPAA under a BAA) are listed on the Pro plan and up per the /pricing compare table; AI feature scope is confirmed in security review. See https://www.stacksync.com/security/ai-agents for approvals, access, logs and the questions to raise in a security review. ### Questions the FAQ answers - What are Stacksync Genies? - Can an AI agent work across NetSuite, HubSpot and a database, not just inside NetSuite? - How do I set up a Genie? - When should I use a workflow instead of a Genie? - Should we buy an OCR tool or a vertical AI vendor, or use AI agents? - Can an AI agent handle EDI documents? --- ## Related - [AI agent governance](https://www.stacksync.com/security/ai-agents): Approvals, access, logs and AI scope for Copilot and Genies. - [AI agent data layer: MCP vs a synced database](https://www.stacksync.com/blog/ai-agent-data-layer-mcp-vs-synced-database): Why agents should query one synced Postgres copy of ERP and CRM data. - [NetSuite AI agents FAQ](https://www.stacksync.com/blog/netsuite-ai-agents-faq-smarter-automation-2025): NetSuite-specific agent questions. - [Workflow automation](https://www.stacksync.com/workflow-automation): Deterministic cross-system workflows. - [Two-way sync](https://www.stacksync.com/two-way-sync): Real-time two-way record synchronization. - [EDI trading partner network](https://www.stacksync.com/edi): EDI partners, channels, and transaction types. - [Connectors](https://www.stacksync.com/connectors): Supported applications and databases. - [Security](https://www.stacksync.com/security): Security architecture and controls. - [Pricing](https://www.stacksync.com/pricing): Plans priced on records in sync and active syncs. - [Book a demo](https://www.stacksync.com/book-a-demo): Build a first Genie with a Stacksync engineer. --- **End of document** --- # Stacksync — MCP server for AI assistants > Last updated: 2026-10-20 > The Stacksync MCP server connects Claude, ChatGPT, Cursor and other AI > assistants to a Stacksync workspace. The person describes what they need in > plain language, and the assistant builds and runs two-way syncs, workflows > and Genies, investigates sync issues and resolves them, with exactly the > permissions that person has in the Stacksync app. It signs in with the > person's Stacksync login through OAuth, so no API key is pasted into a chat. Page: https://www.stacksync.com/mcp Setup guide for every assistant: https://docs.stacksync.com/mcp (Markdown: https://docs.stacksync.com/mcp.md) --- ## Knowledge for AI Agents ### Connect - Server URL: `https://mcp.stacksync.com/mcp` (Model Context Protocol over streamable HTTP). One URL serves every workspace in every Stacksync region. - Claude (web or desktop): Customize → Connectors, select + Add, then Add custom connector. Name it Stacksync, enter the server URL, select Connect and sign in to Stacksync. - ChatGPT (Plus, Pro, Business, Enterprise and Edu): Settings → Apps → Advanced settings, turn on Developer mode. Select Create app, name it Stacksync, enter the server URL and choose OAuth, then sign in and enable Stacksync from the tools menu in a chat. - Codex: run `codex mcp add stacksync --url https://mcp.stacksync.com/mcp`, then `codex mcp login stacksync`. Complete browser sign-in and start a new Codex session. - Claude Code: run `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run `/mcp`, select stacksync and complete browser sign-in. - Cursor, VS Code, Windsurf, Gemini CLI and other MCP clients: commands and config in the setup guide. - Check the connection by asking: "List my Stacksync workspaces." - A person without a Stacksync account signs up at https://app.stacksync.com/signup. ### One prompt, the full suite 1. Connect: the person adds the server URL to their assistant and signs in (OAuth, no API key, no code). 2. Call `workspaces_list`; ask which workspace if there is more than one. 3. Call `skills_list`, then `skills_get` with `getting-started`; it routes each request to the skill for it. 4. List what exists first (`connections_list`, `syncs_list`, `workflows_list`, `genies_list`) so nothing is built twice. 5. For each missing app, `connections_create` returns a sign-in link the person opens. Never ask for a password or API key in the chat. 6. Build in order: connections, then syncs and variables, then workflows and queues, then Genies and knowledge bases. API proxies give the person's own code one endpoint for an app. - Syncs: `connections_list`, `connections_tables`, `syncs_save` (saved paused), then `syncs_switch`; check with `syncs_get`, `syncs_stats`, `syncs_issues`. - Workflows: `workflows_create` with only its Input step, `connectors_module_form` for each step, then `workflows_update`. - Genies: `genies_generate_config` first. - Queues, variables and secrets, knowledge bases, API proxies: `stacksync_resources`, `stacksync_resource_actions`, then `stacksync_resource_write`. 7. Wait for the person to accept any preview card; ask before deleting anything. - One request starts it all: "Connect my apps and help me set up Stacksync from this chat." ### What the assistant can do - Two-way syncs: create and edit syncs, select tables and fields, pause and resume them, and resolve sync issues. - Workflows: build, deploy, run and replay workflows, and review their runs. - Genies: create and configure Genies, send them requests and approve their actions. - Supporting resources: connections, connectors and their actions, queues, variables, API proxies, knowledge bases, files and folders. - Apps are connected through a secure sign-in link the assistant returns; the person opens it and signs in to the app. Credentials never go through the chat. ### Example requests - "Create a two-way sync between Salesforce and PostgreSQL." - "Which syncs in this workspace have open issues? Resolve them." - "Build a workflow that posts closed HubSpot deals to Slack." ### Skills - Stacksync skills (https://github.com/stacksyncdata/skills, open Agent Skills standard) describe how to build and fix syncs, workflows and Genies: the questions to ask first, the steps in order, and the rules that keep a live account safe. The MCP server does the work; a skill says how. - Claude and ChatGPT: once the Stacksync MCP server is connected, it serves the skills; nothing else to install. Claude can also take the skills ZIP under Customize → Skills. - Claude Code: `/plugin marketplace add stacksyncdata/skills`, then `/plugin install stacksync@stacksync` (the plugin also connects the MCP server). - Cursor, Gemini CLI, Copilot, VS Code and others: `npx skills add stacksyncdata/skills`. - Start with `getting-started`. For a sync between two apps: `two-way-sync-between-apps`; to fix one: `troubleshooting-a-sync`. Directory: https://www.skills.sh/stacksyncdata/skills ### Security and control - The assistant acts as the signed-in person, with that person's role in each workspace, and sees only what they can see in the Stacksync app. - Read-only access: clear Make changes on the sign-in page. - Ask before every change (workspace owner setting, off by default): every create, update, delete or run shows a preview and runs only after the person accepts it. - Allow log access and Allow AI Genie creation are workspace owner settings, on by default. - The Sessions tab on the MCP page in the Stacksync app lists signed-in assistants; Revoke ends a session immediately. - Each user and each workspace API key can make up to 120 tool calls per minute. - Scripts, CI pipelines and clients without OAuth can send a Stacksync API key in the `Authorization: Bearer ` header. --- # Stacksync — EDI Integrations for Every Trading Partner > Last updated: 2026-06-01 > Stacksync provides pre-built EDI connectors to integrate with retailers, > distributors, and suppliers — 10,000+ trading partners across X12 and > EDIFACT — with real-time, two-way sync into your CRMs, ERPs (NetSuite, > SAP, and more), and databases, and no managed infrastructure. Go live in days, > not months. Page: https://www.stacksync.com/edi --- ## Knowledge for AI Agents ### What this page covers EDI (Electronic Data Interchange) integration via pre-built EDI connectors that link retailers, distributors, and suppliers to your systems. Headline: *"EDI Integrations for Every Trading Partner."* Subheadline: *"Connect to retailers, distributors, and suppliers with pre-built EDI connectors. Go live in days, not months."* ### Key facts / numbers | Fact | Value | |:---|:---| | Available EDI connectors (trading partners) | 10,000+ partners | | Standards supported | X12 and EDIFACT | | Time to go live | "Days, not months" | | Sync model | Real-time, two-way sync | ### Core capabilities | Capability | What it does | |:---|:---| | **Two-Way Sync** | Real-time, two-way sync | | **Standard and custom objects** | Supports all standard and custom objects, and custom fields | | **Scale with confidence** | Sync millions of records from day one without managing any infrastructure | | **Smart API rate limits** | Auto-adjust for every system | | **SSO & SCIM** | Centralized user management; works with Okta, Azure, Google SSO and more | | **Alerts** | Record-syncing issue alerts over email, Slack, PagerDuty, and WhatsApp; resolve from a dashboard with retry/revert | | **Secure connection options** | OAuth 2, SSH tunnelling, SSL certificates, IP whitelisting, VPN gateway, VPC peering and more | ### Named customers (logos on page) Gladia, IDEXX, Medprostaffing, Eko, Ubicloud, Vimeo, Codility, Acertus, Syringa, Truora, Streaam, Seal SQ, Rinsed, IA Capital Group, Meter, Golden Pear. ### Compliance SOC 2 Type II, ISO 27001, HIPAA, GDPR, CCPA, DPF. --- ## EDI and related solutions - [EDI](https://www.stacksync.com/edi): Pre-built EDI connectors for retailers, distributors, and suppliers. - [EDI use case](https://www.stacksync.com/use-case/edi): EDI integration use case overview. - [3PL management](https://www.stacksync.com/use-case/3pl-management): Third-party logistics data management. - [Logistics industry](https://www.stacksync.com/industry/logistics): Stacksync for logistics. - [Manufacturing industry](https://www.stacksync.com/industry/manufacturing): Stacksync for manufacturing. - [E-Commerce industry](https://www.stacksync.com/industry/ecommerce): Stacksync for e-commerce. ## Platform capabilities referenced - [Two-way sync](https://www.stacksync.com/two-way-sync): Real-time two-way sync across CRMs, ERPs, and databases. - [Smart API rate limits](https://www.stacksync.com/two-way-sync/smart-api-rate-limits): Adaptive rate limiting per system. - [Security](https://www.stacksync.com/security): Industry-standard secure connection protocols. - [Issue management](https://www.stacksync.com/two-way-sync/issue-management): Sync issues dashboard with retry and revert. - [SSO setup (docs)](https://docs.stacksync.com/security-and-other-resources/authentication/security/sso/okta): SSO & SCIM with Okta, Azure, Google. - [Connection setup options (docs)](https://docs.stacksync.com/two-way-sync/connectors/setup-options): OAuth 2, SSH tunnel, SSL, IP whitelist, VPN, VPC peering. ## Popular connectors - [Salesforce](https://www.stacksync.com/connectors/salesforce), [HubSpot](https://www.stacksync.com/connectors/hubspot), [NetSuite](https://www.stacksync.com/connectors/netsuite), [Snowflake](https://www.stacksync.com/connectors/snowflake), [PostgreSQL](https://www.stacksync.com/connectors/postgresql), [Zendesk](https://www.stacksync.com/connectors/zendesk), [BigQuery](https://www.stacksync.com/connectors/bigquery), [Supabase](https://www.stacksync.com/connectors/supabase), [MySQL](https://www.stacksync.com/connectors/mysql), [MongoDB](https://www.stacksync.com/connectors/mongodb), [Shopify](https://www.stacksync.com/connectors/shopify), [Attio](https://www.stacksync.com/connectors/attio) - [All connectors](https://www.stacksync.com/connectors): Full connector catalog (includes EDI trading partners). ## Optional - [Pricing](https://www.stacksync.com/pricing): Plans and pricing. - [Book a demo](https://www.stacksync.com/book-a-demo): Schedule a product demo. - [Documentation](https://docs.stacksync.com): Product documentation. - [Log in](https://app.stacksync.com/login): Sign in to the Stacksync app. - [Security](https://www.stacksync.com/security): Security overview. - [Compliance](https://www.stacksync.com/compliance): Compliance certifications. --- **End of document** --- ## Industry integration and automation guides For US construction services, CPG, and manufacturing companies combining production, distribution, services, or ecommerce. Explore the products in operating order: two-way sync, workflows, AI agents (Genies), and EDI. Commercial pages explain fit; implementation articles define records, responsibilities, exceptions, and pilot checks. ### [Construction services and installation](https://www.stacksync.com/industry/construction) Connect customer, project, material and billing records for companies that sell, supply, install and maintain physical systems. #### Parent-industry implementation guides ##### Two-way sync - Implement: [Two-Way Sync for Construction Service Companies: Which Records to Connect First](https://www.stacksync.com/blog/two-way-sync-for-construction-service-companies-which-records-to-connect-first): Start construction two-way sync with customer, site, job and billing-status records that prevent repeated office handoffs. - Implement: [HubSpot–Acumatica for Construction Services: Customers, Projects, and Invoice Status](https://www.stacksync.com/blog/hubspot-acumatica-for-construction-services-customers-projects-and-invoice-status): Define customer, project and invoice-status ownership before connecting HubSpot with Acumatica for construction service operations. - Implement: [Salesforce–NetSuite for Construction Service Groups: Accounts, Jobs, and Approved Commercial Data](https://www.stacksync.com/blog/salesforce-netsuite-for-construction-service-groups-accounts-jobs-and-approved-commercial-data): Connect construction accounts and jobs across Salesforce and NetSuite while preserving finance ownership and approved scope. - Implement: [HubSpot–Supabase for Construction Service Portals: Customers, Sites, and Request Status](https://www.stacksync.com/blog/hubspot-supabase-for-construction-service-portals-customers-sites-and-request-status): Build construction customer portals around stable company, site and request records without confusing sync with user authorization. - Implement: [Construction Company Acquisitions: Unify Customer and Job IDs Across Branch Systems](https://www.stacksync.com/blog/construction-company-acquisitions-unify-customer-and-job-ids-across-branch-systems): Use a cross-reference layer to align acquired construction branches without collapsing billing entities or renumbering historical jobs. - Implement: [Construction Job-Cost Visibility: Define Ownership Across CRM, ERP, and Field Records](https://www.stacksync.com/blog/construction-job-cost-visibility-define-ownership-across-crm-erp-and-field-records): Connect construction job-cost context without mistaking estimates, commitments, field usage and posted actuals for the same amount. ##### Workflows - Implement: [Approved Change Order to Billing Queue: Automating Construction Service Handoffs](https://www.stacksync.com/blog/approved-change-order-to-billing-queue-automating-construction-service-handoffs): Move approved construction changes into a controlled billing queue with scope versions, acceptance evidence and duplicate protection. - Implement: [Construction Installation Readiness: Coordinate Parts, Site Access, and Crew Release](https://www.stacksync.com/blog/construction-installation-readiness-coordinate-parts-site-access-and-crew-release): Check installation dependencies independently before releasing crews or making customer commitments. - Implement: [Construction Invoice Readiness: Match Work Completion, Customer Sign-Off, and Billing Evidence](https://www.stacksync.com/blog/construction-invoice-readiness-match-work-completion-customer-sign-off-and-billing-evidence): Build a construction invoice-readiness queue that separates technician completion from customer acceptance and finance release. ##### AI agents (Genies) - Implement: [AI Invoice and Expense Processing for Construction Services: Prepare Job-Cost Evidence for Finance](https://www.stacksync.com/blog/ai-invoice-and-expense-processing-for-construction-services-prepare-job-cost-evidence-for-finance): Use Genies to assemble invoice and expense evidence by job while keeping coding, approval and posting decisions reviewable. - Implement: [Construction Invoice and Expense Exceptions: Missing Cost Codes, Duplicate Receipts, and Unapproved Work](https://www.stacksync.com/blog/construction-invoice-and-expense-exceptions-missing-cost-codes-duplicate-receipts-and-unapproved-work): Define the exception decisions a construction finance Genie must escalate instead of hiding them behind a confident match. ##### EDI - Implement: [Supplier Purchase-Order EDI for Construction Services: Connect Orders, Acknowledgments, Deliveries, and Invoices](https://www.stacksync.com/blog/supplier-purchase-order-edi-for-construction-services-connect-orders-acknowledgments-deliveries-and-invoices): Connect construction supplier EDI documents to job purchase orders without confusing acknowledgments with acceptance or delivery. #### [Commercial HVAC, plumbing and electrical contractors](https://www.stacksync.com/industry/construction/commercial-mep-contractors) Align multisite customers, service agreements, truck-stock evidence and closeout records across commercial MEP operations. ##### Two-way sync - Evaluate: [Salesforce–NetSuite Two-Way Sync for Commercial MEP Contractors](https://www.stacksync.com/use-case/salesforce-netsuite-commercial-mep): Give dispatch, account teams and finance a shared view of commercial service customers, sites and jobs. - Evaluate: [HubSpot–Acumatica Two-Way Sync for MEP Service Contracts](https://www.stacksync.com/use-case/hubspot-acumatica-mep-service-contracts): Keep sales renewal work aligned with the actual MEP agreement, covered sites and billing customer. - Implement: [HVAC, Plumbing, and Electrical Customer Sites: Align Salesforce Accounts With NetSuite Billing Hierarchies](https://www.stacksync.com/blog/hvac-plumbing-and-electrical-customer-sites-align-salesforce-accounts-with-netsuite-billing-hierarchies): Connect commercial MEP service sites to the right relationship account, billing customer and operating branch. - Implement: [Multi-Trade Service Contracts: Keep HubSpot Renewal Dates and Acumatica Contract Status Aligned](https://www.stacksync.com/blog/multi-trade-service-contracts-keep-hubspot-renewal-dates-and-acumatica-contract-status-aligned): Keep MEP renewal opportunities aligned with the actual contract term, covered sites and approved service status. - Implement: [Truck Stock and Service Parts: Connect a Supabase Field App With NetSuite Item and Location Records](https://www.stacksync.com/blog/truck-stock-and-service-parts-connect-a-supabase-field-app-with-netsuite-item-and-location-records): Give field teams current parts context while keeping truck-stock adjustments and reservations under inventory control. ##### Workflows - Evaluate: [Emergency MEP Service-to-Billing Workflows](https://www.stacksync.com/use-case/emergency-mep-service-billing-workflow): Carry emergency callout authorization and performed-work evidence into a clear billing handoff. - Implement: [Emergency MEP Service Calls: Route Dispatch, Rate Approval, and Billable Work](https://www.stacksync.com/blog/emergency-mep-service-calls-route-dispatch-rate-approval-and-billable-work): Coordinate emergency HVAC, electrical and plumbing callouts without losing authorization, rate and visit evidence. - Implement: [Service Agreement Renewals for MEP Contractors: Coordinate Price Review and Customer Approval](https://www.stacksync.com/blog/service-agreement-renewals-for-mep-contractors-coordinate-price-review-and-customer-approval): Route multi-trade service renewals through scope, pricing and customer approval before activating the next contract term. ##### AI agents (Genies) - Evaluate: [AI Service Closeout for Commercial MEP Contractors](https://www.stacksync.com/use-case/genies-commercial-mep-service-closeout): Turn technician notes and parts evidence into a reviewable closeout packet with Genies. - Implement: [Genies for Commercial MEP Service Closeout: Turn Technician Notes Into an Invoice-Ready Packet](https://www.stacksync.com/blog/genies-for-commercial-mep-service-closeout-turn-technician-notes-into-an-invoice-ready-packet): Use a Genie to connect technician notes, parts evidence and customer acceptance into a reviewable MEP service closeout. - Implement: [MEP Service Closeout Exceptions: Warranty Work, Callbacks, Missing Parts, and Customer Sign-Off](https://www.stacksync.com/blog/mep-service-closeout-exceptions-warranty-work-callbacks-missing-parts-and-customer-sign-off): Handle the MEP closeout cases that require service judgment before an AI-prepared packet reaches billing. ##### EDI - Implement: [HVAC Distributor EDI for Mechanical Contractors: Track Equipment POs, Backorders, and Partial Receipts](https://www.stacksync.com/blog/hvac-distributor-edi-for-mechanical-contractors-track-equipment-pos-backorders-and-partial-receipts): Map HVAC supplier EDI to equipment purchase lines and job allocations while preserving backorder and receiving decisions. #### [Commercial flooring and interior installation](https://www.stacksync.com/industry/construction/commercial-flooring-interiors) Connect approved finishes, measured quantities, lot allocations and phased installation work. ##### Two-way sync - Evaluate: [HubSpot–NetSuite Two-Way Sync for Commercial Flooring](https://www.stacksync.com/use-case/hubspot-netsuite-commercial-flooring): Connect flooring sales scope to approved quote revisions and project phases. - Evaluate: [NetSuite–Supabase for Flooring Material Allocations](https://www.stacksync.com/use-case/netsuite-supabase-flooring-material-allocations): Give flooring coordinators visibility into usable material, lots and confirmed phase allocations. - Implement: [Commercial Flooring Estimates: Align HubSpot Project Scope With NetSuite Approved Quotes](https://www.stacksync.com/blog/commercial-flooring-estimates-align-hubspot-project-scope-with-netsuite-approved-quotes): Keep flooring sales scope, approved quote revisions and installation phases aligned across HubSpot and NetSuite. - Implement: [Flooring Material Availability: Connect NetSuite Lot Records With Supabase Project Allocations](https://www.stacksync.com/blog/flooring-material-availability-connect-netsuite-lot-records-with-supabase-project-allocations): Build flooring allocation visibility around lots, units and project phases while keeping reservation actions explicit. - Implement: [Multi-Location Interior Contractors: Align Salesforce Project Sites With Acumatica Billing Contacts](https://www.stacksync.com/blog/multi-location-interior-contractors-align-salesforce-project-sites-with-acumatica-billing-contacts): Keep interior-installation sites, general-contractor contacts and billing recipients distinct across Salesforce and Acumatica. ##### Workflows - Evaluate: [Flooring Procurement and Installation Handoff Workflows](https://www.stacksync.com/use-case/flooring-procurement-installation-handoffs): Connect approved finishes, purchased material and site release without losing phase-level decisions. - Implement: [Approved Finish Schedule to Material Purchase: Automate Commercial Flooring Procurement Handoffs](https://www.stacksync.com/blog/approved-finish-schedule-to-material-purchase-automate-commercial-flooring-procurement-handoffs): Route approved flooring finishes and takeoff revisions into purchasing with explicit units, quantities and substitution rules. - Implement: [Flooring Delivery to Installation: Coordinate Site Release, Staged Materials, and Crew Tasks](https://www.stacksync.com/blog/flooring-delivery-to-installation-coordinate-site-release-staged-materials-and-crew-tasks): Coordinate flooring installation release using material condition, phase staging and explicit site-readiness evidence. ##### AI agents (Genies) - Implement: [Genies for Flooring Shortage Reviews: Reconcile Takeoffs, Delivered Materials, and Installation Phases](https://www.stacksync.com/blog/genies-for-flooring-shortage-reviews-reconcile-takeoffs-delivered-materials-and-installation-phases): Use a Genie to assemble flooring shortage evidence by phase, unit and lot before a buyer decides what to order. - Implement: [Flooring Shortage Exceptions: Unit Conversions, Waste Allowances, Dye Lots, and Damaged Deliveries](https://www.stacksync.com/blog/flooring-shortage-exceptions-unit-conversions-waste-allowances-dye-lots-and-damaged-deliveries): Escalate flooring shortage cases where the quantity is calculable but the operational decision still needs evidence. ##### EDI - Evaluate: [EDI for Flooring Suppliers and Installation Contractors](https://www.stacksync.com/use-case/edi-flooring-suppliers-installers): Connect purchase, shipment and invoice documents with consistent product and unit references. - Implement: [Flooring Supplier EDI: Keep Roll, Box, and Pallet Quantities Consistent From PO to Invoice](https://www.stacksync.com/blog/flooring-supplier-edi-keep-roll-box-and-pallet-quantities-consistent-from-po-to-invoice): Map flooring supplier EDI with explicit product units, package hierarchy and partial-delivery references. #### [Fire, life-safety and security integrators](https://www.stacksync.com/industry/construction/fire-life-safety-security-integrators) Connect installed-equipment identities, service agreements, inspection follow-ups and commercial handoffs. ##### Two-way sync - Evaluate: [Salesforce–NetSuite for Fire and Security Integrators](https://www.stacksync.com/use-case/salesforce-netsuite-fire-security-integrators): Keep installed-equipment, site and billing-customer context connected through the service lifecycle. - Evaluate: [HubSpot–Acumatica for Inspection and Monitoring Contracts](https://www.stacksync.com/use-case/hubspot-acumatica-fire-security-contracts): Align renewal conversations with the actual inspection, monitoring and billing agreement context. - Implement: [Fire and Security Integrators: Align Salesforce Installed Equipment With NetSuite Customer and Service Records](https://www.stacksync.com/blog/fire-and-security-integrators-align-salesforce-installed-equipment-with-netsuite-customer-and-service-records): Connect installed fire and security asset context to customer and service records without losing device identity. - Implement: [Inspection and Monitoring Contracts: Align HubSpot Renewal Status With Acumatica Billing Accounts](https://www.stacksync.com/blog/inspection-and-monitoring-contracts-align-hubspot-renewal-status-with-acumatica-billing-accounts): Separate inspection and monitoring agreement terms from sales renewal stages and finance-owned billing accounts. - Implement: [Multi-Site Alarm and Access-Control Service: Connect a Supabase Asset Register With Salesforce](https://www.stacksync.com/blog/multi-site-alarm-and-access-control-service-connect-a-supabase-asset-register-with-salesforce): Build a multisite alarm and access-control asset register with clear identity, service history and authorized access. ##### Workflows - Evaluate: [Security Installation Acceptance-to-Billing Workflows](https://www.stacksync.com/use-case/security-installation-acceptance-recurring-billing): Route the evidence needed to start recurring charges after a security installation. - Implement: [New Security Installations: Route Customer Acceptance Before Activating Recurring Billing](https://www.stacksync.com/blog/new-security-installations-route-customer-acceptance-before-activating-recurring-billing): Connect installation acceptance to the correct recurring-billing start decision for security integrators. - Implement: [Fire-System Inspection Follow-Ups: Route Deficiency Records to Approved Remedial Work](https://www.stacksync.com/blog/fire-system-inspection-follow-ups-route-deficiency-records-to-approved-remedial-work): Turn inspection findings into owned commercial follow-ups while preserving technical review and customer authorization. ##### AI agents (Genies) - Evaluate: [AI Service Handoffs for Fire and Security Integrators](https://www.stacksync.com/use-case/genies-fire-security-service-handoffs): Assemble inspection, asset and service-agreement evidence into a focused review packet. - Implement: [Genies for Fire and Security Service Handoffs: Assemble Inspection, Asset, and Service-Agreement Evidence](https://www.stacksync.com/blog/genies-for-fire-and-security-service-handoffs-assemble-inspection-asset-and-service-agreement-evidence): Use Genies to assemble fire and security service context while keeping technical and commercial decisions with their owners. - Implement: [Fire and Security Handoff Exceptions: Missing Device IDs, Conflicting Site Records, and Unapproved Remediation](https://www.stacksync.com/blog/fire-and-security-handoff-exceptions-missing-device-ids-conflicting-site-records-and-unapproved-remediation): Resolve identity and authorization exceptions before an AI-prepared fire or security handoff becomes a work commitment. ##### EDI - Implement: [Fire and Security Equipment Procurement: Match Supplier EDI Shipments to Project POs and Serial Records](https://www.stacksync.com/blog/fire-and-security-equipment-procurement-match-supplier-edi-shipments-to-project-pos-and-serial-records): Connect supplier equipment shipments to project purchase lines and preserve serial evidence when the supplier transmits it. #### [Solar installation and O&M services](https://www.stacksync.com/industry/construction/solar-installation-service) Align approved customer scope, equipment identity, project handover and ongoing solar service records. ##### Two-way sync - Evaluate: [HubSpot–Acumatica Two-Way Sync for Solar Installers](https://www.stacksync.com/use-case/hubspot-acumatica-solar-installers): Connect solar sales opportunities to approved customer and project context. - Evaluate: [Salesforce–NetSuite for Solar Installation and O&M](https://www.stacksync.com/use-case/salesforce-netsuite-solar-om): Keep solar asset, service and billing relationships aligned across ownership changes. - Implement: [Solar Installer Customer Handoffs: Align HubSpot Opportunities With Acumatica Project Accounts](https://www.stacksync.com/blog/solar-installer-customer-handoffs-align-hubspot-opportunities-with-acumatica-project-accounts): Connect solar sales opportunities to approved Acumatica project customers without losing site, payer or scope identity. - Implement: [Solar Fleet Ownership Changes: Align Salesforce Asset Owners With NetSuite Billing Customers](https://www.stacksync.com/blog/solar-fleet-ownership-changes-align-salesforce-asset-owners-with-netsuite-billing-customers): Handle solar asset ownership changes without moving historical service obligations or invoices to the wrong customer. - Implement: [Solar Customer Portals: Connect HubSpot Milestones With Supabase Customer Access](https://www.stacksync.com/blog/solar-customer-portals-connect-hubspot-milestones-with-supabase-customer-access): Share verified solar project milestones through a customer portal with explicit site access and status ownership. ##### Workflows - Evaluate: [Solar Equipment Change-Order Workflows](https://www.stacksync.com/use-case/solar-equipment-change-order-workflows): Route equipment substitutions through technical review, customer approval and revised commercial handoffs. - Implement: [Solar Project Change Orders: Route Equipment Swaps Through Approval and Revised Billing](https://www.stacksync.com/blog/solar-project-change-orders-route-equipment-swaps-through-approval-and-revised-billing): Route solar equipment changes through technical review, customer scope approval and a traceable billing revision. - Implement: [Solar Service Visits: Route Confirmed Repair Completion Into O&M Billing](https://www.stacksync.com/blog/solar-service-visits-route-confirmed-repair-completion-into-o-m-billing): Connect solar O&M visit evidence to coverage and billing review without assuming every completed visit is chargeable. ##### AI agents (Genies) - Evaluate: [AI Project Closeout for Solar Installers](https://www.stacksync.com/use-case/genies-solar-project-closeout): Assemble solar equipment identity and handover evidence against the final approved project scope. - Implement: [Genies for Solar Project Closeout: Assemble Serial Numbers, Completion Evidence, and Handover Records](https://www.stacksync.com/blog/genies-for-solar-project-closeout-assemble-serial-numbers-completion-evidence-and-handover-records): Use Genies to prepare a solar project handover packet with traceable equipment and completion evidence. - Implement: [Solar Closeout Exceptions: Missing Serial Numbers, Changed Equipment, and Incomplete Handover Evidence](https://www.stacksync.com/blog/solar-closeout-exceptions-missing-serial-numbers-changed-equipment-and-incomplete-handover-evidence): Resolve solar closeout evidence conflicts before marking a customer handover packet complete. ##### EDI - Implement: [Solar Equipment Supplier EDI: Reconcile Panels, Inverters, and Partial Project Deliveries](https://www.stacksync.com/blog/solar-equipment-supplier-edi-reconcile-panels-inverters-and-partial-project-deliveries): Connect solar supplier documents to project equipment requirements and distinguish shipment, receipt and installation states. #### [Fencing fabrication and installation](https://www.stacksync.com/industry/construction/fencing-fabrication-installation) Connect custom configurations, material requirements, shop release and field scope changes. ##### Two-way sync - Evaluate: [Salesforce–NetSuite for Fence Fabricators and Installers](https://www.stacksync.com/use-case/salesforce-netsuite-fence-fabricators-installers): Connect approved gate and fence configurations to the right order and project revision. - Evaluate: [NetSuite–Supabase for Fencing Production and Installation Boards](https://www.stacksync.com/use-case/netsuite-supabase-fencing-production-board): Connect material commitments, fabrication progress and installation staging with clear ownership. - Implement: [Fence Fabricators and Installers: Align Salesforce Approved Configurations With NetSuite Sales Orders](https://www.stacksync.com/blog/fence-fabricators-and-installers-align-salesforce-approved-configurations-with-netsuite-sales-orders): Keep approved fence and gate configurations linked to the correct NetSuite order revision. - Implement: [Fence Material Reservations: Connect NetSuite Stock With a Supabase Fabrication and Installation Board](https://www.stacksync.com/blog/fence-material-reservations-connect-netsuite-stock-with-a-supabase-fabrication-and-installation-board): Show fence-material commitments by job without treating a shared planning board as an inventory reservation engine. - Implement: [Commercial Fencing Accounts: Align HubSpot Site Contacts With Acumatica Customer and Project Records](https://www.stacksync.com/blog/commercial-fencing-accounts-align-hubspot-site-contacts-with-acumatica-customer-and-project-records): Connect fencing sales contacts to the right site, customer and project without confusing access with purchasing authority. ##### Workflows - Evaluate: [Custom Gate Fabrication-to-Installation Workflows](https://www.stacksync.com/use-case/custom-gate-fabrication-installation-workflows): Route drawing revisions, production release and site readiness through the right decisions. - Implement: [Custom Gate Orders: Route Approved Drawings Through Fabrication Release and Installation Scheduling](https://www.stacksync.com/blog/custom-gate-orders-route-approved-drawings-through-fabrication-release-and-installation-scheduling): Coordinate custom-gate drawing approval, production release and installation scheduling through separate controlled decisions. - Implement: [Fence-Installation Scope Changes: Reconcile Linear Footage, Gate Counts, and Approved Billing](https://www.stacksync.com/blog/fence-installation-scope-changes-reconcile-linear-footage-gate-counts-and-approved-billing): Turn fencing field changes into reviewed quantities and billable revisions without losing measurement or approval evidence. ##### AI agents (Genies) - Evaluate: [AI Supplier Quote Comparison for Fence Fabricators](https://www.stacksync.com/use-case/genies-fence-material-quote-comparison): Compare fencing supplier offers against the approved material requirement with explicit specification and commercial gaps. - Implement: [Genies for Fence Material Purchasing: Compare Supplier Quotes Against the Approved Bill of Materials](https://www.stacksync.com/blog/genies-for-fence-material-purchasing-compare-supplier-quotes-against-the-approved-bill-of-materials): Use a Genie to compare fencing supplier quotes against approved material requirements with visible unit and specification differences. - Implement: [Fence Material Quote Exceptions: Gauge, Coating, Length, Freight, and Minimum-Order Differences](https://www.stacksync.com/blog/fence-material-quote-exceptions-gauge-coating-length-freight-and-minimum-order-differences): Resolve the specification and commercial gaps that make fencing supplier quotes incomparable. ##### EDI - Implement: [Steel and Fence-Material Supplier EDI: Map Bundles, Pieces, and Lengths to Project Purchase Orders](https://www.stacksync.com/blog/steel-and-fence-material-supplier-edi-map-bundles-pieces-and-lengths-to-project-purchase-orders): Map fencing material EDI quantities and units to project purchase lines without losing package or specification context. #### [Modular and prefab building supply and installation](https://www.stacksync.com/industry/construction/modular-prefab-building-installation) Connect design revisions, factory production, module delivery and site acceptance to the commercial project. ##### Two-way sync - Evaluate: [Salesforce–NetSuite for Modular Building Manufacturers](https://www.stacksync.com/use-case/salesforce-netsuite-modular-building-manufacturers): Align modular customer configurations with approved orders, project revisions and meaningful milestones. - Evaluate: [NetSuite–Supabase for Modular Delivery and Acceptance](https://www.stacksync.com/use-case/netsuite-supabase-modular-delivery-acceptance): Track module identity from factory release to site receipt and acceptance with authorized project access. - Implement: [Modular Building Manufacturers: Align Salesforce Project Configurations With NetSuite Orders and Milestones](https://www.stacksync.com/blog/modular-building-manufacturers-align-salesforce-project-configurations-with-netsuite-orders-and-milestones): Link Salesforce module options to the released design revision and NetSuite order so sales edits cannot rewrite released scope or blur factory and site milestones. - Implement: [Module Serial Numbers From Factory to Site: Connect NetSuite With a Supabase Delivery and Acceptance Register](https://www.stacksync.com/blog/module-serial-numbers-from-factory-to-site-connect-netsuite-with-a-supabase-delivery-and-acceptance-register): Track module identity through factory release, shipment, site receipt and acceptance without treating those events as equivalent. - Implement: [Prefab Dealer and Contractor Portals: Align HubSpot Buyer Records With Supabase Project Access](https://www.stacksync.com/blog/prefab-dealer-and-contractor-portals-align-hubspot-buyer-records-with-supabase-project-access): Connect prefab buyer and project context to a portal with explicit dealer, contractor and owner access. ##### Workflows - Evaluate: [Modular Factory-to-Site Delivery Workflows](https://www.stacksync.com/use-case/modular-factory-site-delivery-workflows): Coordinate factory readiness, site release and confirmed transport before committing a modular shipment. - Implement: [Prefab Design Freeze to Factory Release: Route Approved Revisions Through Procurement and Scheduling](https://www.stacksync.com/blog/prefab-design-freeze-to-factory-release-route-approved-revisions-through-procurement-and-scheduling): Coordinate prefab design release with approved scope, material commitments and factory scheduling decisions. - Implement: [Modular Building Delivery Releases: Coordinate Site Readiness, Transport Booking, and Receiving Acceptance](https://www.stacksync.com/blog/modular-building-delivery-releases-coordinate-site-readiness-transport-booking-and-receiving-acceptance): Connect modular factory readiness to site, transport and receiving decisions without treating delivery as project acceptance. ##### AI agents (Genies) - Implement: [Genies for Modular Progress-Billing Reviews: Assemble Factory Milestones, Delivery Proof, and Site Acceptance](https://www.stacksync.com/blog/genies-for-modular-progress-billing-reviews-assemble-factory-milestones-delivery-proof-and-site-acceptance): Use Genies to prepare modular progress-billing evidence while preserving contract-specific milestone decisions. - Implement: [Modular Progress-Billing Exceptions: Partial Deliveries, Unapproved Variations, and Missing Acceptance Records](https://www.stacksync.com/blog/modular-progress-billing-exceptions-partial-deliveries-unapproved-variations-and-missing-acceptance-records): Resolve the modular billing evidence gaps an AI-prepared review must not silently complete. ##### EDI - Evaluate: [EDI for Prefab Component Procurement and Direct-Site Delivery](https://www.stacksync.com/use-case/edi-prefab-component-procurement): Connect supplier documents to factory and site receiving without counting the same material in both places. - Implement: [Prefab Supplier EDI: Reconcile Component Orders With Factory Receipts and Direct-to-Site Deliveries](https://www.stacksync.com/blog/prefab-supplier-edi-reconcile-component-orders-with-factory-receipts-and-direct-to-site-deliveries): Map prefab supplier EDI to the correct factory or site destination and preserve component allocation by project. ### [Consumer packaged goods](https://www.stacksync.com/industry/cpg) Two-way sync, workflow automation, Genies, and EDI for CPG companies combining manufacturing, distribution, wholesale, and ecommerce. #### Parent-industry implementation guides ##### Two-way sync - Implement: [Shopify–NetSuite Two-Way Sync for CPG Brands Selling DTC and Wholesale](https://www.stacksync.com/blog/shopify-netsuite-two-way-sync-for-cpg-brands-selling-dtc-and-wholesale): Shopify keeps the storefront order and shopper context, NetSuite keeps the posted transaction, and a customer crosswalk stops a guest order from landing on a distributor account. - Implement: [Amazon Seller Central–NetSuite Sync for CPG Brands: Orders, Fees, and Settlement Evidence](https://www.stacksync.com/blog/amazon-seller-central-netsuite-sync-for-cpg-brands-orders-fees-and-settlement-evidence): Read-only Amazon Seller Central data gives NetSuite a linked trail from order line to fee, refund and settlement, with every unexplained residual kept visible for finance. - Implement: [HubSpot–NetSuite Sync for CPG Brands: Distributor Accounts, Contacts, and Payment Visibility](https://www.stacksync.com/blog/hubspot-netsuite-sync-for-cpg-brands-distributor-accounts-contacts-and-payment-visibility): Sales works the distributor relationship in HubSpot while NetSuite owns the legal customer, terms and ledger, and a timestamped snapshot tells reps whether a hold is current. - Implement: [Acumatica–Shopify Two-Way Sync for CPG Manufacturers Expanding Into Ecommerce](https://www.stacksync.com/blog/acumatica-shopify-two-way-sync-for-cpg-manufacturers-expanding-into-ecommerce): A manufacturer's first Shopify store keeps bottles and starter kits tied to Acumatica stock codes, so a two-kit order never becomes two cases or skips the release process. - Implement: [Dynamics 365 F&O–Salesforce Sync for CPG Sales and Finance Teams](https://www.stacksync.com/blog/dynamics-365-f-o-salesforce-sync-for-cpg-sales-and-finance-teams): Salesforce keeps the strategic parent and regional opportunities, while each Dynamics 365 F&O customer stays tied to its legal entity, currency and finance-owned terms. - Implement: [Two-Way Sync for CPG Master Data: NetSuite, Postgres, and Field Ownership](https://www.stacksync.com/blog/two-way-sync-for-cpg-master-data-netsuite-postgres-and-field-ownership): Postgres holds the channel SKU aliases, pack conversions and account crosswalks CPG teams keep in spreadsheets, while NetSuite stays the owner of the ERP fields it mirrors. ##### Workflows - Implement: [CPG Fulfillment Workflows With NetSuite, Shopify, and Extensiv](https://www.stacksync.com/blog/cpg-fulfillment-workflows-with-netsuite-shopify-and-extensiv): Channel request, NetSuite release decision and approved pack conversion come together before an Extensiv instruction goes out, and a partial shipment leaves the rest open. - Implement: [CPG Credit-Hold Release Workflows: Keep Finance Approval and Fulfillment in Step](https://www.stacksync.com/blog/cpg-credit-hold-release-workflows-keep-finance-approval-and-fulfillment-in-step): Finance approves one order, amount and time window; the workflow rechecks NetSuite before release and reports to HubSpot and Slack without letting either trigger it. - Implement: [Wholesale CPG Account Onboarding: Coordinate Sales, Finance, and Operations](https://www.stacksync.com/blog/wholesale-cpg-account-onboarding-coordinate-sales-finance-and-operations): A retailer's buyer contact, trading name and three delivery centers become one approved NetSuite customer only after finance and operations each close their part of the case. ##### AI agents (Genies) - Implement: [AI Agents for CPG Order-to-Cash: Investigate Order and Payment Exceptions](https://www.stacksync.com/blog/ai-agents-for-cpg-order-to-cash-investigate-order-and-payment-exceptions): Give the Genie one open order or disputed invoice and stable record IDs; it returns the timeline, contradictions and missing links, and leaves the credit decision to finance. - Implement: [CPG Retailer Deductions: Assemble the Evidence Before Disputing a Claim](https://www.stacksync.com/blog/cpg-retailer-deductions-assemble-the-evidence-before-disputing-a-claim): Cases on the invoice, units on the receiving note and a second delivery after the first receipt: the Genie keeps those differences visible before anyone accepts a shortage claim. ##### EDI - Implement: [Retail EDI for CPG Brands: Connect Purchase Orders, Acknowledgments, Shipments, and Invoices](https://www.stacksync.com/blog/retail-edi-for-cpg-brands-connect-purchase-orders-acknowledgments-shipments-and-invoices): A retailer's case quantities and item numbers map to NetSuite units and SKUs, and each outbound document is built by its owner from accepted, packed or invoiced facts. #### [Packaged food and snacks](https://www.stacksync.com/industry/cpg/packaged-food-snacks) Connect food-brand ecommerce, grocery wholesale, co-packer receipts, and retailer shipment evidence. ##### Two-way sync - Evaluate: [Shopify–NetSuite Integration for Packaged Food and Snack Brands](https://www.stacksync.com/use-case/shopify-netsuite-integration-for-packaged-food-and-snack-brands): Connect snack-brand ecommerce orders to the ERP records that explain the purchased packs, customers, and financial outcomes. - Evaluate: [Amazon–NetSuite Integration for Packaged Food Marketplace Operations](https://www.stacksync.com/use-case/amazon-netsuite-integration-for-packaged-food-marketplace-operations): Bring Amazon order and marketplace evidence into the NetSuite reconciliation process while preserving fulfillment responsibility and pack identity. - Implement: [Shopify–NetSuite Sync for Snack Brands: Match Single Units, Multipacks, and Cases](https://www.stacksync.com/blog/shopify-netsuite-sync-for-snack-brands-match-single-units-multipacks-and-cases): Snack brands selling bars, six-packs, and grocery cases need a dated pack recipe between each Shopify variant and its NetSuite line before orders reach ERP processing. - Implement: [Amazon–NetSuite Sync for Packaged Food Brands: Separate FBA and Merchant-Fulfilled Orders](https://www.stacksync.com/blog/amazon-netsuite-sync-for-packaged-food-brands-separate-fba-and-merchant-fulfilled-orders): Keep FBA and merchant-fulfilled Amazon orders classified all the way into NetSuite so finance gets sales evidence and the warehouse only receives work the brand owns. - Implement: [NetSuite–Postgres Sync for Food Brands: Reconcile Co-Packer Receipts and Finished-Goods Records](https://www.stacksync.com/blog/netsuite-postgres-sync-for-food-brands-reconcile-co-packer-receipts-and-finished-goods-records): Food operations get one Postgres view of co-packer notices and NetSuite receipts, with each quantity kept apart and any ERP correction routed through an approved write path. ##### Workflows - Evaluate: [Co-Packer Receipt Exception Automation for Snack Brands](https://www.stacksync.com/use-case/co-packer-receipt-exception-automation-for-snack-brands): Coordinate the decisions behind a mismatched co-packer receipt before operations accepts a correction. - Implement: [Packaged Food Promotion Workflows: Coordinate Retail Commitments and Ecommerce Launches](https://www.stacksync.com/blog/packaged-food-promotion-workflows-coordinate-retail-commitments-and-ecommerce-launches): A promotion workflow gives the commercial owner one record showing committed grocery quantities, accepted supply evidence, and the Shopify launch window before go-live. - Implement: [Automate Co-Packer Receipt Exceptions for Snack Brands Before Inventory Reconciliation](https://www.stacksync.com/blog/automate-co-packer-receipt-exceptions-for-snack-brands-before-inventory-reconciliation): When a supplier's revised packing list, the dock count, and the NetSuite receipt disagree, this workflow keeps one case open until the right owner records a decision. ##### AI agents (Genies) - Implement: [AI Agents for Packaged Food Brands: Investigate Grocery Short-Shipment Claims](https://www.stacksync.com/blog/ai-agents-for-packaged-food-brands-investigate-grocery-short-shipment-claims): Before accounts receivable answers a grocer's deduction, a Genie assembles the purchase order, each truck's shipment lines, and any retailer receipt into one cited packet. - Implement: [Case Splits and Missing Receipts: Exception Handling for Snack-Brand Order Agents](https://www.stacksync.com/blog/case-splits-and-missing-receipts-exception-handling-for-snack-brand-order-agents): Repacked cartons, receipts from the wrong site, and absent paperwork are the moments a snack order Genie must stop, ask one precise question, and hold its work. ##### EDI - Evaluate: [Grocery EDI Integration for Packaged Food and Snack Brands](https://www.stacksync.com/use-case/grocery-edi-integration-for-packaged-food-and-snack-brands): Connect grocery purchase orders and shipment documents with the case definitions and actual warehouse evidence behind them. - Implement: [Grocery EDI for Snack Brands: Keep Case Counts and Advance Ship Notices Consistent](https://www.stacksync.com/blog/grocery-edi-for-snack-brands-keep-case-counts-and-advance-ship-notices-consistent): Grocery EDI for snacks works when the retailer item, case definition, and PO line reference survive from Orderful order intake to an ASN built from the truck's contents. #### [Nutrition and supplements](https://www.stacksync.com/industry/cpg/nutrition-supplements) Connect nutrition-brand product variants, practitioner wholesale, returns, and approved product-document requests. ##### Two-way sync - Evaluate: [Shopify–NetSuite Integration for Nutrition and Supplement Brands](https://www.stacksync.com/use-case/shopify-netsuite-integration-for-nutrition-and-supplement-brands): Connect nutrition ecommerce orders to the exact ERP product, package, and bundle definition. - Evaluate: [Amazon–NetSuite Integration for Supplement Marketplace Sales](https://www.stacksync.com/use-case/amazon-netsuite-integration-for-supplement-marketplace-sales): Connect supplement marketplace evidence to the right ERP offer and order-line context. - Implement: [Shopify–NetSuite Sync for Nutrition Brands: Map Flavors, Serving Sizes, and Bundle SKUs](https://www.stacksync.com/blog/shopify-netsuite-sync-for-nutrition-brands-map-flavors-serving-sizes-and-bundle-skus): Why a title match picks the wrong tub, and how an approved variant-to-item crosswalk keeps flavors, sizes, and kit revisions distinct in NetSuite. - Implement: [Amazon–NetSuite Sync for Supplement Brands: Match Seller SKUs, ASINs, and Order Lines](https://www.stacksync.com/blog/amazon-netsuite-sync-for-supplement-brands-match-seller-skus-asins-and-order-lines): A single bottle and a two-bottle promo share one product name on Amazon; keeping seller-scoped offers apart in NetSuite is what lets finance and returns agree on bottle counts. - Implement: [HubSpot–NetSuite Sync for Nutrition Brands Selling to Practitioners and Retailers](https://www.stacksync.com/blog/hubspot-netsuite-sync-for-nutrition-brands-selling-to-practitioners-and-retailers): A practitioner who works at two clinics is the test case: keep contacts, companies, and NetSuite payers as three levels so terms and order history stay with the right buyer. ##### Workflows - Evaluate: [Wholesale Sample Automation for Nutrition Brands](https://www.stacksync.com/use-case/wholesale-sample-automation-for-nutrition-brands): Coordinate practitioner and retailer sample requests from approval through actual fulfillment and sales follow-up. - Implement: [Wholesale Sample-to-Order Workflows for Nutrition Brands Using HubSpot and NetSuite](https://www.stacksync.com/blog/wholesale-sample-to-order-workflows-for-nutrition-brands-using-hubspot-and-netsuite): Three flavors requested, one unavailable and no ship-to contact: the workflow fills the gaps, routes the substitution, and records what shipped to the clinic before sales calls. - Implement: [Supplement Return Workflows: Connect Zendesk Requests to Warehouse and Finance Review](https://www.stacksync.com/blog/supplement-return-workflows-connect-zendesk-requests-to-warehouse-and-finance-review): Wrong tub size reported, nothing back at the warehouse yet: the workflow keeps the ticket, the authorization, the receipt, and the credit as four separate facts. ##### AI agents (Genies) - Evaluate: [AI Agents for Nutrition Product and Batch-Document Requests](https://www.stacksync.com/use-case/ai-agents-for-nutrition-product-and-batch-document-requests): Configure a Genie to assemble approved product and batch documents for a specific nutrition customer request. - Implement: [AI Agents for Nutrition Brands: Assemble Product and Batch-Document Requests](https://www.stacksync.com/blog/ai-agents-for-nutrition-brands-assemble-product-and-batch-document-requests): A buyer wants documents for one batch of powder: the Genie joins the sales sheet, the lot association, and quality's approved file into a packet a person signs off. - Implement: [Missing COAs and Batch Mismatches: Exception Handling for Nutrition Brand Agents](https://www.stacksync.com/blog/missing-coas-and-batch-mismatches-exception-handling-for-nutrition-brand-agents): Two plausible COAs, one a newer draft, and a shortened lot code: the safe path holds both candidates, names the missing characters, and lets quality pick. ##### EDI - Implement: [EDI for Supplement Brands Entering Retail: Validate Item Numbers and Pack Configurations](https://www.stacksync.com/blog/edi-for-supplement-brands-entering-retail-validate-item-numbers-and-pack-configurations): A 30-serving tub ordered in cases of six can pass Orderful validation and still ship the 20-serving tub; the fix is an approved item crosswalk, not a name match. #### [Beverages](https://www.stacksync.com/industry/cpg/beverages) Connect beverage ecommerce, distributor accounts, case and pallet records, delivery exceptions, and EDI. ##### Two-way sync - Evaluate: [Shopify–NetSuite Integration for Beverage Brands](https://www.stacksync.com/use-case/shopify-netsuite-integration-for-beverage-brands): Connect beverage ecommerce orders to the ERP representation of bottles, cases, and variety packs. - Evaluate: [Salesforce–NetSuite Integration for Beverage Distributor Accounts](https://www.stacksync.com/use-case/salesforce-netsuite-integration-for-beverage-distributor-accounts): Connect beverage distributor relationships to the correct payer and receiving locations. - Implement: [Shopify–NetSuite Sync for Beverage Brands: Align Bottles, Cases, and Variety Packs](https://www.stacksync.com/blog/shopify-netsuite-sync-for-beverage-brands-align-bottles-cases-and-variety-packs): Map each Shopify variant to an approved NetSuite item recipe with an effective date, so a twelve-bottle variety pack never turns into two cases of one flavor. - Implement: [Salesforce–NetSuite Sync for Beverage Brands: Connect Distributor Accounts and Delivery Locations](https://www.stacksync.com/blog/salesforce-netsuite-sync-for-beverage-brands-connect-distributor-accounts-and-delivery-locations): Sales manages the distributor relationship in Salesforce while NetSuite keeps the payer and every depot as separate records, so a new site never becomes a new customer. - Implement: [Acumatica–Postgres Sync for Beverage Operations: Match Case and Pallet Records Across Warehouses](https://www.stacksync.com/blog/acumatica-postgres-sync-for-beverage-operations-match-case-and-pallet-records-across-warehouses): A Postgres operations model that keeps a full pallet, a partial pallet, and a mixed pallet as different things, fed from the Acumatica entities the tenant exposes. ##### Workflows - Evaluate: [Distributor Delivery-Window Automation for Beverage Brands](https://www.stacksync.com/use-case/distributor-delivery-window-automation-for-beverage-brands): Coordinate beverage order release around the accepted freight terms and distributor receiving window. - Implement: [Beverage Distributor Order Workflows: Check Freight Thresholds and Delivery Windows](https://www.stacksync.com/blog/beverage-distributor-order-workflows-check-freight-thresholds-and-delivery-windows): Under-threshold freight and unconfirmed depot windows go to a named approver in Slack, and the order leaves NetSuite for the warehouse only with both decisions attached. - Implement: [Beverage Returns Workflows: Route Breakage Claims From Support to Finance](https://www.stacksync.com/blog/beverage-returns-workflows-route-breakage-claims-from-support-to-finance): Support logs the claim in Zendesk, logistics confirms which shipment broke, and finance approves one remedy in NetSuite with the damaged bottles counted, not assumed. ##### AI agents (Genies) - Implement: [AI Agents for Beverage Brands: Investigate Distributor Delivery Claims](https://www.stacksync.com/blog/ai-agents-for-beverage-brands-investigate-distributor-delivery-claims): The Genie lines up the requested date, accepted appointment, and receipt timestamp in their original time zones, then hands logistics and finance a case with the gaps named. - Implement: [Broken Cases and Disputed Delivery Windows: Exception Handling for Beverage Claim Agents](https://www.stacksync.com/blog/broken-cases-and-disputed-delivery-windows-exception-handling-for-beverage-claim-agents): One distributor claim, two uncertainties: the Genie resolves what the evidence supports, names who owns each missing fact, and leaves the rest visibly open. ##### EDI - Evaluate: [EDI Integration for Beverage Pallets and Distributor Shipments](https://www.stacksync.com/use-case/edi-integration-for-beverage-pallets-and-distributor-shipments): Connect beverage distributor documents to actual case and pallet contents. - Implement: [Beverage EDI: Reconcile Pallet Shipments, Advance Ship Notices, and Distributor Receipts](https://www.stacksync.com/blog/beverage-edi-reconcile-pallet-shipments-advance-ship-notices-and-distributor-receipts): The advance ship notice describes the mixed pallet the warehouse loaded, not the pallet count on the order, and a distributor receipt is matched to it rather than replaced by it. #### [Personal care](https://www.stacksync.com/industry/cpg/personal-care) Connect personal-care product variants, salon wholesale, tester fulfillment, returns, and retailer onboarding documents. ##### Two-way sync - Evaluate: [Shopify–NetSuite Integration for Personal Care and Beauty Brands](https://www.stacksync.com/use-case/shopify-netsuite-integration-for-personal-care-and-beauty-brands): Connect personal-care ecommerce orders to the exact shade, size, and set represented in the ERP. - Evaluate: [Amazon–NetSuite Integration for Beauty Marketplace Operations](https://www.stacksync.com/use-case/amazon-netsuite-integration-for-beauty-marketplace-operations): Bring beauty marketplace order evidence into ERP reconciliation at the exact sellable-offer level. - Implement: [Shopify–NetSuite Sync for Personal Care Brands: Align Shades, Sizes, and Gift Sets](https://www.stacksync.com/blog/shopify-netsuite-sync-for-personal-care-brands-align-shades-sizes-and-gift-sets): Travel sizes, full sizes and seasonal sets stay separate NetSuite items, so a Shopify order or a partial set return still resolves to what the customer bought. - Implement: [Amazon–NetSuite Sync for Beauty Brands: Match Variation Families to ERP Products](https://www.stacksync.com/blog/amazon-netsuite-sync-for-beauty-brands-match-variation-families-to-erp-products): Read-only Amazon order evidence keeps seller SKU, marketplace and child offer intact, so finance and support can identify the exact shade and size a shopper bought. - Implement: [HubSpot–Acumatica Sync for Personal Care Brands Selling to Salons and Retailers](https://www.stacksync.com/blog/hubspot-acumatica-sync-for-personal-care-brands-selling-to-salons-and-retailers): Sales works salon groups and stylists in HubSpot while finance keeps the billing identity and terms in Acumatica, so no tester contact turns into a duplicate customer. ##### Workflows - Evaluate: [Sample and Tester Fulfillment Automation for Personal Care Brands](https://www.stacksync.com/use-case/sample-and-tester-fulfillment-automation-for-personal-care-brands): Coordinate personal-care sample and tester requests through approved allocation and actual warehouse fulfillment. - Implement: [Personal Care Sample and Tester Workflows: Track Requests Through Warehouse Fulfillment](https://www.stacksync.com/blog/personal-care-sample-and-tester-workflows-track-requests-through-warehouse-fulfillment): Reps ask for retail shades, operations stocks tester SKUs, and the workflow holds the request until the recipient, item mapping and quantity are approved. - Implement: [Personal Care Returns Workflows Across Zendesk, NetSuite, and Extensiv](https://www.stacksync.com/blog/personal-care-returns-workflows-across-zendesk-netsuite-and-extensiv): Support, warehouse receipt, disposition and refund stay as separate states with separate owners, so a closed ticket never stands in for a completed return. ##### AI agents (Genies) - Evaluate: [AI Agents for Personal Care Retailer Onboarding Documents](https://www.stacksync.com/use-case/ai-agents-for-personal-care-retailer-onboarding-documents): Configure a Genie to assemble approved product sheets and packaging data for a retailer’s exact personal-care assortment. - Implement: [AI Agents for Personal Care Retailer Onboarding: Assemble Product and Packaging Documents](https://www.stacksync.com/blog/ai-agents-for-personal-care-retailer-onboarding-assemble-product-and-packaging-documents): The onboarding Genie assembles a reviewable packet from approved sources, labels each dimension by packaging level, and hands open gaps to the product owner instead of guessing. - Implement: [Conflicting Product Sheets and Missing Packaging Data: Personal Care Agent Exceptions](https://www.stacksync.com/blog/conflicting-product-sheets-and-missing-packaging-data-personal-care-agent-exceptions): Conflicting product sheets, unlabeled packaging levels and absent specs halt the onboarding job with both candidates visible until a product owner names the authoritative source. ##### EDI - Implement: [Personal Care Retail EDI: Match Retailer Item Numbers to Shades, Sizes, and Sets](https://www.stacksync.com/blog/personal-care-retail-edi-match-retailer-item-numbers-to-shades-sizes-and-sets): Each retailer item code carries an effective set definition, so a reused seasonal code or a warehouse shade swap cannot rewrite what the retailer ordered. #### [Household consumables](https://www.stacksync.com/industry/cpg/household-consumables) Connect household-product ecommerce, marketplace orders, janitorial distribution, replenishment, and quantity disputes. ##### Two-way sync - Evaluate: [Shopify–NetSuite Integration for Household Consumable Brands](https://www.stacksync.com/use-case/shopify-netsuite-integration-for-household-consumable-brands): Connect household ecommerce purchases to the actual refill, concentrate, multipack, or kit represented in NetSuite. - Evaluate: [Amazon–NetSuite Integration for Household Marketplace Quantities](https://www.stacksync.com/use-case/amazon-netsuite-integration-for-household-marketplace-quantities): Connect household marketplace evidence to the right ERP pack and physical quantity. - Implement: [Shopify–NetSuite Sync for Household Brands: Map Refills, Concentrates, and Multipacks](https://www.stacksync.com/blog/shopify-netsuite-sync-for-household-brands-map-refills-concentrates-and-multipacks): Two refills ordered on Shopify stay two concentrate packages in NetSuite, and a starter kit keeps its approved bottle and refill components through fulfillment and returns. - Implement: [Amazon–NetSuite Sync for Household Consumables: Reconcile Marketplace Order Quantities](https://www.stacksync.com/blog/amazon-netsuite-sync-for-household-consumables-reconcile-marketplace-order-quantities): Four three-packs sold on Amazon land in NetSuite as four marketplace units and twelve pouches, with the conversion on record for the return or fee adjustment that comes later. - Implement: [Salesforce–NetSuite Sync for Household Brands Serving Janitorial Distributors](https://www.stacksync.com/blog/salesforce-netsuite-sync-for-household-brands-serving-janitorial-distributors): Janitorial distributors stay the paying customer in NetSuite while Salesforce tracks the schools and offices they serve, so no facility turns into an accidental billing account. ##### Workflows - Evaluate: [Wholesale Replenishment Automation for Household Brands](https://www.stacksync.com/use-case/wholesale-replenishment-automation-for-household-brands): Coordinate household-product replenishment requests with existing orders and incoming deliveries before creating another commitment. - Implement: [Household Product Replenishment Workflows: Prevent Duplicate Wholesale Orders](https://www.stacksync.com/blog/household-product-replenishment-workflows-prevent-duplicate-wholesale-orders): One shared replenishment case shows the approver what is already ordered and in transit before a second distributor request turns into a second wholesale order. - Implement: [Household Product Return Workflows: Route Damaged and Unsellable Goods for Review](https://www.stacksync.com/blog/household-product-return-workflows-route-damaged-and-unsellable-goods-for-review): A leaking case returned by a distributor is counted and dispositioned before any credit or stock movement, with support, warehouse, and finance each owning their own step. ##### AI agents (Genies) - Evaluate: [AI Agents for Household Product Quantity Disputes](https://www.stacksync.com/use-case/ai-agents-for-household-product-quantity-disputes): Configure a Genie to investigate refill, multipack, and case-quantity disputes using approved product relationships and actual shipment evidence. - Implement: [AI Agents for Household Brands: Investigate Refill and Case-Quantity Disputes](https://www.stacksync.com/blog/ai-agents-for-household-brands-investigate-refill-and-case-quantity-disputes): A quantity-dispute Genie lines up cases, multipacks, and loose refills with their approved conversions and names the missing fact before anyone decides on a credit. - Implement: [Missing Conversions and Mixed Pack Sizes: Exceptions for Household Order Agents](https://www.stacksync.com/blog/missing-conversions-and-mixed-pack-sizes-exceptions-for-household-order-agents): When two mixed cases lack item-level contents or a pack factor is absent, the Genie holds the comparison and asks the right owner instead of picking a number that balances. ##### EDI - Implement: [Household Products EDI: Connect Distributor Purchase Orders to Case-Level Shipments](https://www.stacksync.com/blog/household-products-edi-connect-distributor-purchase-orders-to-case-level-shipments): Distributor item numbers resolve to the exact NetSuite case configuration, so EDI acknowledgments, ship notices, and invoices describe the pouches that shipped. #### [Pet food and treats](https://www.stacksync.com/industry/cpg/pet-food-treats) Connect pet-product ecommerce, independent retailer accounts, wholesale exceptions, approved lot holds, and complaint evidence. ##### Two-way sync - Evaluate: [Shopify–NetSuite Integration for Pet Food and Treat Brands](https://www.stacksync.com/use-case/shopify-netsuite-integration-for-pet-food-and-treat-brands): Connect pet-product ecommerce orders to the exact recipe, bag size, and variety-pack definition in the ERP. - Evaluate: [Amazon–NetSuite Integration for Pet Product Returns](https://www.stacksync.com/use-case/amazon-netsuite-integration-for-pet-product-returns): Connect pet-product marketplace return and refund evidence to the original order and ERP context. - Implement: [Shopify–NetSuite Sync for Pet Food Brands: Match Recipes, Bag Sizes, and Variety Packs](https://www.stacksync.com/blog/shopify-netsuite-sync-for-pet-food-brands-match-recipes-bag-sizes-and-variety-packs): One recipe in two bag sizes plus a trial pack should reach NetSuite as the same distinct products the customer chose in Shopify. - Implement: [Amazon–NetSuite Sync for Pet Brands: Reconcile Marketplace Returns and Original Orders](https://www.stacksync.com/blog/amazon-netsuite-sync-for-pet-brands-reconcile-marketplace-returns-and-original-orders): A refund for a variety pack sold weeks ago gets matched to its original Amazon order line and the pack contents on that date, not to today's catalog. - Implement: [HubSpot–NetSuite Sync for Pet Food Brands: Connect Independent Retailers and Reorder Status](https://www.stacksync.com/blog/hubspot-netsuite-sync-for-pet-food-brands-connect-independent-retailers-and-reorder-status): Reps see which store already has an accepted NetSuite order on the way, while the retailer's central payer and each location stay separate records in HubSpot. ##### Workflows - Evaluate: [Approved Lot-Hold Automation for Pet Food Operations](https://www.stacksync.com/use-case/approved-lot-hold-automation-for-pet-food-operations): Carry a quality owner’s approved lot-hold decision into verified order and warehouse operations. - Implement: [Pet Food Wholesale Workflows: Route Minimum-Order and Freight Exceptions](https://www.stacksync.com/blog/pet-food-wholesale-workflows-route-minimum-order-and-freight-exceptions): Under-minimum and free-freight requests from independent stores go to the person with authority, and the approved terms stay attached to the NetSuite order. - Implement: [Pet Food Lot-Hold Workflows: Carry Approved Quality Decisions Into Order Operations](https://www.stacksync.com/blog/pet-food-lot-hold-workflows-carry-approved-quality-decisions-into-order-operations): A quality manager's hold on one lot at two warehouses becomes a checklist of confirmed NetSuite actions, open manual tasks, and escalations for goods already gone. ##### AI agents (Genies) - Evaluate: [AI Agents for Pet Food Complaint Traceability](https://www.stacksync.com/use-case/ai-agents-for-pet-food-complaint-traceability): Configure a Genie to assemble the operational evidence behind a pet-food complaint: original report, order, exact product, shipment, and available lot relationships. - Implement: [AI Agents for Pet Food Brands: Trace Customer Complaints to Orders and Production Lots](https://www.stacksync.com/blog/ai-agents-for-pet-food-brands-trace-customer-complaints-to-orders-and-production-lots): Support gets a sourced packet that ties the customer's own words to the exact recipe, bag, and shipment, and hands any unresolved lot code to quality. - Implement: [Incomplete Lot Codes and Mixed Recipes: Exception Handling for Pet Food Agents](https://www.stacksync.com/blog/incomplete-lot-codes-and-mixed-recipes-exception-handling-for-pet-food-agents): A tracing job that knows when to stop: partial codes and split shipments stay as candidates, and quality sees exactly which fact would close each branch. ##### EDI - Implement: [Pet Food and Treats EDI: Align Retailer Product Codes and Case Quantities](https://www.stacksync.com/blog/pet-food-and-treats-edi-align-retailer-product-codes-and-case-quantities): A retailer's case order for the small bag lands in NetSuite as that bag and case count, not the larger bag or the trial pack that shares its recipe name. ### [Manufacturing](https://www.stacksync.com/industry/manufacturing) Two-way sync, workflow automation, Genies and EDI for manufacturers whose customer commitments depend on current production, purchasing and service records. #### Parent-industry implementation guides ##### Two-way sync - Implement: [Salesforce and Acumatica for manufacturing: turn an approved quote into a traceable order](https://www.stacksync.com/blog/manufacturing-salesforce-acumatica-order-handoff): Manufacturers linking Salesforce and Acumatica need customer, ship-to and quote-revision identity resolved before order creation, with ERP acceptance flowing back per line. - Implement: [Dynamics 365 Finance and SQL Server: keep manufacturing order lines current](https://www.stacksync.com/blog/manufacturing-dynamics-finance-sql-server-order-lines): Multi-plant manufacturers exposing Dynamics 365 Finance orders in SQL Server need company-scoped keys, line-level change capture and a separate route for any approved write back. - Implement: [NetSuite and Shopify for manufacturers: publish saleable finished goods](https://www.stacksync.com/blog/manufacturing-netsuite-shopify-finished-goods-availability): Before a storefront sells finished goods, decide which NetSuite stock counts as available, how Shopify boxes convert to base units and who owns the cross-reference. - Implement: [Salesforce and NetSuite for manufacturers: share credit and order status without conflicting ownership](https://www.stacksync.com/blog/manufacturing-salesforce-netsuite-customer-credit-order-status): Sales can read a NetSuite credit hold and shipment progress in Salesforce for the correct sold-to entity, while finance and order management keep the authority to change them. - Implement: [NetSuite and Postgres for manufacturing: model production status without losing order identity](https://www.stacksync.com/blog/manufacturing-netsuite-postgres-production-status-data-model): Store each operation event beside its NetSuite order line in Postgres, derive readiness from the required evidence, and keep any ERP update behind a verified operation. - Implement: [Manufacturing CRM and ERP ownership: decide who controls each order field](https://www.stacksync.com/blog/manufacturing-crm-erp-field-ownership-matrix): A field ownership matrix gives each order decision one owner, so a CRM edit becomes a request and a planning date, quality release or credit hold cannot be overwritten. ##### Workflows - Implement: [Manufacturing order revisions after production release: automate the review handoff](https://www.stacksync.com/blog/manufacturing-order-revisions-after-production-release): When a customer changes an order after release, the workflow snapshots the accepted revision, gathers material and job impact, and hands planning and finance a decision to approve. - Implement: [Supplier-delay workflows for manufacturers: connect PO confirmations to customer commitments](https://www.stacksync.com/blog/manufacturing-supplier-delay-purchase-order-follow-up): A supplier-delay workflow keeps requested, confirmed and accepted dates apart, finds supply already on its way and prepares expedite or transfer options for the owner to approve. - Implement: [Manufacturing warranty parts: connect service requests to an approved replacement order](https://www.stacksync.com/blog/manufacturing-warranty-parts-service-order-handoff): A failed pump case moves from customer asset label to manufacturer serial, coverage ruling and approved replacement package, with separate sign-offs before the order is placed. ##### AI agents (Genies) - Implement: [AI agents for manufacturing order intake: turn email and PDFs into reviewable ERP drafts](https://www.stacksync.com/blog/manufacturing-ai-agent-email-pdf-order-intake): Instead of rekeying distributor PDFs, order intake gets a proposed NetSuite order with each value traced to the document or item master and unresolved lines held for a person. - Implement: [Manufacturing AI order intake exceptions: SKU, unit-of-measure and duplicate checks](https://www.stacksync.com/blog/manufacturing-ai-order-intake-sku-uom-duplicate-exceptions): Item identity, unit conversion, revision precedence and duplicate requests each get their own check, so a forwarded PO or an old pack description does not become accepted demand. ##### EDI - Implement: [Manufacturing EDI 850 and 860: accept orders and revisions without duplicate demand](https://www.stacksync.com/blog/manufacturing-edi-850-860-order-revision-idempotency): A document ledger and stable line mapping let a supplier tell an 850 replay from an 860 that cuts a line already in production, and answer the partner from accepted outcomes. #### [Metal fabrication and machining](https://www.stacksync.com/industry/manufacturing/metal-fabrication-machining) Connect estimates, job revisions, outside processing and material evidence without turning a revised drawing into an unapproved shop-floor instruction. ##### Two-way sync - Evaluate: [Salesforce and Acumatica two-way sync for metal fabricators](https://www.stacksync.com/use-case/metal-fabrication-salesforce-acumatica-two-way-sync): Connect accepted fabrication quotes to ERP orders and return the job-readiness information sales needs. - Evaluate: [NetSuite and Postgres two-way sync for machining operations](https://www.stacksync.com/use-case/metal-machining-netsuite-postgres-two-way-sync): Connect NetSuite order context with the Postgres records your shop uses for jobs and outside processing. - Implement: [Metal fabrication: connect Salesforce quotes to Acumatica job-ready orders](https://www.stacksync.com/blog/metal-fabrication-salesforce-acumatica-quote-job-handoff): A fabricator's Salesforce win should reach Acumatica as one order line carrying the chosen quantity break and drawing revision, with job readiness reported back separately. - Implement: [Machine shops: connect NetSuite and Postgres outside-processing status](https://www.stacksync.com/blog/metal-machining-netsuite-postgres-outside-processing-status): Machine shops that track coating and plating batches in Postgres can keep NetSuite order context attached to each sent, returned and inspected quantity. - Implement: [Metal fabrication: link Dynamics order demand and material certificates in SQL Server](https://www.stacksync.com/blog/metal-fabrication-dynamics-sql-server-material-certificate-links): A material-evidence view tells planners which received heat each certificate covers and which order demand uses it, so a file on record never stands in for a quality decision. ##### Workflows - Evaluate: [Outside-processing follow-up automation for metal fabricators](https://www.stacksync.com/use-case/metal-fabrication-outside-processing-follow-up): Coordinate late coating, plating, heat-treatment and other outsourced operations around the jobs they affect. - Implement: [Metal fabrication outside-processing delays: route late returns to the right job owner](https://www.stacksync.com/blog/metal-fabrication-outside-processing-late-return-workflow): When a processor returns heat-treated parts late or in a split shipment, one shared case shows the unresolved quantity, the affected next operation and who decides the allocation. - Implement: [Machining drawing revisions: review a change against work already released](https://www.stacksync.com/blog/metal-machining-drawing-revision-released-job-workflow): A customer's revision D arriving mid-run should open a review of the pieces at each stage, not overwrite the revision C the shop and its processor are working to. ##### AI agents (Genies) - Evaluate: [AI RFQ intake for metal fabrication and machining](https://www.stacksync.com/use-case/metal-fabrication-ai-rfq-intake): Use a Genie to turn fabrication RFQs into estimating packets with source evidence, approved part history and explicit missing questions. - Implement: [AI RFQ intake for metal fabricators: prepare a complete estimating packet](https://www.stacksync.com/blog/metal-fabrication-genie-rfq-drawing-intake): Estimators get one reviewable packet with the customer's drawings, quantity breaks and finish question, plus the prior quotes and unknowns that decide whether pricing can start. - Implement: [AI RFQ exceptions in metal fabrication: resolve material, revision and quantity ambiguity](https://www.stacksync.com/blog/metal-fabrication-genie-rfq-material-revision-exceptions): Readable documents that disagree about the same part should block the quote packet until an estimator or engineer settles which source governs revision, material and quantities. ##### EDI - Implement: [Metal fabrication EDI orders: preserve drawing revision and release identity](https://www.stacksync.com/blog/metal-fabrication-edi-purchase-order-drawing-revision): Repeat orders for a machined housing arrive as releases against one blanket PO; intake must tell releases, changes and retransmissions apart before any line reaches the ERP. #### [Plastics and molding](https://www.stacksync.com/industry/manufacturing/plastics-molding) Keep tooling ownership, finished-goods availability, resin lots and molding changes connected across commercial and production systems. ##### Two-way sync - Evaluate: [Salesforce and NetSuite two-way sync for plastics manufacturers](https://www.stacksync.com/use-case/plastics-salesforce-netsuite-two-way-sync): Connect customer programs, tooling commitments and production orders without collapsing them into one ambiguous sales status. - Evaluate: [NetSuite and Shopify two-way sync for plastics brands](https://www.stacksync.com/use-case/plastics-netsuite-shopify-two-way-sync): Connect direct-store variants and pack quantities to the approved NetSuite product and order model. - Implement: [Plastics manufacturing: connect Salesforce tooling quotes and NetSuite production orders](https://www.stacksync.com/blog/plastics-salesforce-netsuite-tooling-production-order): Injection molders that track a mold, a sample run and a first production order in one Salesforce opportunity need each commitment kept distinct when it reaches NetSuite. - Implement: [Plastics brands using NetSuite and Shopify: preserve pack sizes and released stock](https://www.stacksync.com/blog/plastics-netsuite-shopify-pack-size-finished-goods): A direct store that sells packs while NetSuite counts pieces needs a variant cross-reference, a versioned pack definition and a channel stock rule that excludes held lots. - Implement: [Plastics manufacturing: connect Dynamics resin lots to a SQL Server readiness view](https://www.stacksync.com/blog/plastics-dynamics-sql-server-resin-lot-readiness): Two lots of the same resin grade can arrive on one purchase order with different approval states; a readiness view built from Dynamics 365 entities keeps them apart for planning. ##### Workflows - Evaluate: [Resin-substitution approval workflows for plastics manufacturers](https://www.stacksync.com/use-case/plastics-resin-substitution-approval): Bring resin shortages, candidate materials and affected molding orders into a controlled review handoff. - Implement: [Plastics manufacturing resin substitutions: coordinate evidence before changing the run](https://www.stacksync.com/blog/plastics-resin-substitution-approval-workflow): When a late resin delivery threatens a scheduled run, the workflow gathers the shortage, candidate grade and approvals so planning changes the run only on an accepted decision. - Implement: [Plastics quality holds: update customer promises when a color lot is blocked](https://www.stacksync.com/blog/plastics-color-quality-hold-order-promise-workflow): A finished molding run can still be partly on hold for color review; this workflow finds the affected allocations and recovery options before anyone promises a new date. ##### AI agents (Genies) - Evaluate: [AI resin-certificate collection for plastics manufacturers](https://www.stacksync.com/use-case/plastics-ai-resin-certificate-collection): Use a Genie to locate missing resin documents and prepare receipt-to-certificate matches for quality review. - Implement: [AI agents for plastics manufacturers: collect resin certificates for quality review](https://www.stacksync.com/blog/plastics-genie-resin-certificate-collection): Receiving logs the internal lot while the supplier's certificate sits in another inbox; a Genie pairs the two and queues the match for a quality reviewer to confirm. - Implement: [Resin certificate AI exceptions: handle lot mismatches and corrected documents](https://www.stacksync.com/blog/plastics-genie-certificate-lot-document-exceptions): When a certificate's lot number disagrees with the receipt, the Genie keeps both values, gathers the correspondence and asks the right owner one bounded question. ##### EDI - Implement: [Plastics manufacturing EDI: distinguish blanket orders, releases and pack quantities](https://www.stacksync.com/blog/plastics-edi-blanket-orders-release-uom): Weekly distributor releases arrive in cartons while NetSuite plans in pieces; EDI intake keeps every release and its original unit intact before planning accepts demand. #### [Industrial equipment and machinery](https://www.stacksync.com/industry/manufacturing/industrial-equipment-machinery) Connect configured equipment orders, serial records, commissioning readiness and aftermarket service without hiding engineering or commercial approvals. ##### Two-way sync - Evaluate: [Salesforce and NetSuite two-way sync for equipment manufacturers](https://www.stacksync.com/use-case/equipment-salesforce-netsuite-two-way-sync): Connect approved equipment configurations and commercial orders across Salesforce and NetSuite. - Evaluate: [Salesforce and Acumatica two-way sync for equipment aftermarket teams](https://www.stacksync.com/use-case/equipment-salesforce-acumatica-two-way-sync): Connect aftermarket requests and accepted parts quotes to Acumatica order status. - Implement: [Equipment manufacturers: connect Salesforce configurations to NetSuite orders](https://www.stacksync.com/blog/equipment-manufacturers-salesforce-netsuite-configured-order): Equipment builders can tie a sold machine's accepted option set to its NetSuite order lines and route later option changes for review instead of overwriting the build. - Implement: [Equipment manufacturers: connect NetSuite and Postgres machine serial history](https://www.stacksync.com/blog/equipment-manufacturers-netsuite-postgres-machine-serial-history): Keep the manufacturer's serial stable across owner changes and customer asset tags, with a retrofit history that explains the installed configuration. - Implement: [Equipment aftermarket: connect Salesforce parts quotes to Acumatica order status](https://www.stacksync.com/blog/equipment-salesforce-acumatica-aftermarket-parts-quotes): When two employees quote the same urgent component, a shared request reference across Salesforce and Acumatica keeps one accepted order and its compatibility evidence. ##### Workflows - Evaluate: [Commissioning-readiness automation for equipment manufacturers](https://www.stacksync.com/use-case/equipment-commissioning-readiness-automation): Bring sold service scope, equipment status and site prerequisites into one dispatch-readiness handoff. - Implement: [Equipment commissioning readiness: connect sales promises, site prerequisites and service dispatch](https://www.stacksync.com/blog/equipment-commissioning-readiness-workflow): Before a technician travels, this workflow shows which accessory, site condition or customer confirmation is still missing and who owns resolving it. - Implement: [Equipment warranty RMAs: coordinate replacement, return and credit decisions](https://www.stacksync.com/blog/equipment-warranty-rma-replacement-return-workflow): Shipping a replacement should not close the return or decide the credit; each RMA obligation stays open until the owner who holds it confirms the outcome. ##### AI agents (Genies) - Evaluate: [AI agents for equipment aftermarket parts requests](https://www.stacksync.com/use-case/equipment-ai-aftermarket-parts-requests): Use a Genie to assemble the machine history, approved part references and commercial context behind an aftermarket request. - Implement: [AI agents for equipment aftermarket requests: prepare compatible parts proposals](https://www.stacksync.com/blog/equipment-genie-aftermarket-part-request-guide): From a customer photo and asset label, the Genie prepares a review packet with the resolved serial, supported replacement, stock context and the questions still open. - Implement: [Equipment parts AI exceptions: serial ambiguity, supersession and incomplete kits](https://www.stacksync.com/blog/equipment-genie-part-supersession-serial-exceptions): A plausible active SKU is not a compatible part; these exceptions show which serial, retrofit or kit fact is missing before service engineering can sign off. ##### EDI - Implement: [Equipment EDI orders: preserve distributor kits, service lines and partial shipments](https://www.stacksync.com/blog/equipment-edi-distributor-kit-order-lines): One repair kit ordered by a distributor should remain one commercial line in NetSuite, even when it ships as several components or the quantity later changes. #### [Building products manufacturing](https://www.stacksync.com/industry/manufacturing/building-products) Connect dealer quotes, product variants, staged jobsite deliveries and returns across manufacturing, distribution and e-commerce. ##### Two-way sync - Evaluate: [Salesforce and Acumatica two-way sync for building-products manufacturers](https://www.stacksync.com/use-case/building-products-salesforce-acumatica-two-way-sync): Connect dealer quotes to accepted ERP orders while preserving project, product variant and staged-delivery context. - Evaluate: [NetSuite and Shopify two-way sync for building-products brands](https://www.stacksync.com/use-case/building-products-netsuite-shopify-two-way-sync): Connect storefront variants and selling units to the approved NetSuite product and order model. - Implement: [Building-products manufacturers: connect Salesforce dealer quotes to Acumatica orders](https://www.stacksync.com/blog/building-products-salesforce-acumatica-dealer-quote): How a building-products manufacturer carries accepted dealer quote lines from Salesforce into Acumatica orders and shows sales which delivery stages operations confirmed. - Implement: [Building products on Shopify: sync NetSuite bundles, pieces and saleable stock](https://www.stacksync.com/blog/building-products-netsuite-shopify-bundle-unit-sync): A NetSuite and Shopify setup for trim and other building products where the store sells bundles, the ERP counts lengths, and unfinished stock must stay off the storefront. - Implement: [Building-products manufacturing: build a Dynamics-to-SQL Server ready-to-ship view](https://www.stacksync.com/blog/building-products-dynamics-sql-server-ready-to-ship): Why a single completed flag misleads shipping, and how a Dynamics-fed SQL Server view separates production, quality release, packaging and delivery approval per release. ##### Workflows - Evaluate: [Staged-delivery automation for building-products manufacturers](https://www.stacksync.com/use-case/building-products-staged-delivery-automation): Coordinate dealer project releases without losing the original order or remaining quantity. - Implement: [Building-products staged deliveries: coordinate project releases without losing the original order](https://www.stacksync.com/blog/building-products-staged-jobsite-delivery-workflow): When a dealer moves a project phase forward or to a new unloading point, this workflow keeps the parent order intact and gives logistics the final say on the release. - Implement: [Building-products damage claims: connect shipment evidence, replacements and credit review](https://www.stacksync.com/blog/building-products-damage-shortage-claim-workflow): A claim workflow for staged loads that matches dealer photographs to the right shipment, catches duplicate reports, and routes replacement and credit decisions to their owners. ##### AI agents (Genies) - Evaluate: [AI dealer-order intake for building-products manufacturers](https://www.stacksync.com/use-case/building-products-ai-dealer-order-intake): Use a Genie to turn dealer emails and order forms into reviewable product and delivery drafts. - Implement: [AI agents for building-products dealer orders: prepare product and delivery drafts](https://www.stacksync.com/blog/building-products-genie-dealer-order-intake): What a dealer-order Genie should hand customer service: matched variants, side-by-side units, quote differences and delivery-stage questions, with commitments left to their owners. - Implement: [Building-products AI order exceptions: dimensions, finishes and selling units](https://www.stacksync.com/blog/building-products-genie-dimension-finish-uom-exceptions): Twenty bundles, a schedule in linear feet and a handwritten finish code: how an AI agent should surface each reading of a dealer order line instead of picking one. ##### EDI - Implement: [Building-products retailer EDI: validate packaging and order revisions before acceptance](https://www.stacksync.com/blog/building-products-edi-retailer-order-packaging-revisions): A retailer orders cartons while NetSuite counts pieces; this intake keeps the partner line identity, applies each revision once, and separates receipt from acceptance. #### [Automotive components](https://www.stacksync.com/industry/manufacturing/automotive-components) Keep customer program commitments, release schedules, lot records and engineering cutovers traceable across business systems. ##### Two-way sync - Evaluate: [Dynamics 365 Finance and SQL Server two-way sync for automotive suppliers](https://www.stacksync.com/use-case/automotive-dynamics-sql-server-two-way-sync): Connect selected Dynamics records to an operational SQL Server view that keeps forecasts and firm releases distinguishable. - Evaluate: [NetSuite and Postgres two-way sync for automotive component evidence](https://www.stacksync.com/use-case/automotive-netsuite-postgres-two-way-sync): Connect NetSuite shipments and orders with the lot and revision evidence maintained in your operational Postgres application. - Implement: [Automotive component suppliers: connect Salesforce program awards and NetSuite demand](https://www.stacksync.com/blog/automotive-components-salesforce-netsuite-program-award-demand): Program identity can tie a Salesforce award to NetSuite customer, plant and part records while estimates, forecasts and accepted releases keep their own meaning. - Implement: [Automotive suppliers: separate firm releases and forecasts in Dynamics and SQL Server](https://www.stacksync.com/blog/automotive-dynamics-sql-server-firm-release-forecast): A planning view that shows forecast, requested and accepted quantities side by side, with the accepted total explained from documented customer rules rather than a SQL sum. - Implement: [Automotive components: connect NetSuite shipments to Postgres lot evidence](https://www.stacksync.com/blog/automotive-netsuite-postgres-lot-shipment-traceability): Shipment evidence that answers which recorded lots supplied one NetSuite shipment line, reconciled by quantity and open about gaps in the Postgres record. ##### Workflows - Evaluate: [Engineering-cutover workflows for automotive component suppliers](https://www.stacksync.com/use-case/automotive-engineering-cutover-automation): Coordinate approved component revisions across open demand, existing stock and work in progress. - Implement: [Automotive component engineering cutovers: coordinate open demand and existing inventory](https://www.stacksync.com/blog/automotive-engineering-cutover-open-orders-workflow): A cutover case shows the approved boundary, which releases and material fall inside it, and each owner’s disposition before the item master changes revision. - Implement: [Automotive supplier delays: build recovery plans around firm customer releases](https://www.stacksync.com/blog/automotive-supplier-delay-firm-release-recovery): A recovery case sizes the shortage against firm releases only, checks transfers and expedites already in place, and closes a quantity once it is usable. ##### AI agents (Genies) - Implement: [AI agents for automotive release review: assemble quantity, date and revision differences](https://www.stacksync.com/blog/automotive-genie-customer-release-review): The Genie assembles quantity, date and revision differences between a customer release update and current commitments so a planner can decide the next step. - Implement: [Automotive release AI exceptions: stale versions, plant mappings and part changes](https://www.stacksync.com/blog/automotive-genie-release-sequence-plant-part-exceptions): When a late release file carries an old plant alias or a superseded part reference, the Genie shows which facts conflict and who has to confirm them. ##### EDI - Evaluate: [EDI order and revision automation for automotive component suppliers](https://www.stacksync.com/use-case/automotive-edi-order-revision-automation): Connect agreed automotive EDI order and change processes to reviewable ERP demand. - Implement: [Automotive component EDI 850 and 860: preserve firm orders and approved revisions](https://www.stacksync.com/blog/automotive-edi-850-860-firm-orders-revisions): Original 850 orders, 860 change requests and partner responses stay traceable through replays, retries and engineering cutovers under the customer agreement. #### [Electrical and electronic components](https://www.stacksync.com/industry/manufacturing/electrical-electronic-components) Connect configured assemblies, revision-sensitive component stock, distributor orders and substitution decisions across operational systems. ##### Two-way sync - Evaluate: [Salesforce and Acumatica two-way sync for electrical manufacturers](https://www.stacksync.com/use-case/electrical-salesforce-acumatica-two-way-sync): Connect accepted assembly quotes and customer requirements to Acumatica orders while preserving engineering-approved configuration. - Evaluate: [NetSuite and Postgres two-way sync for electronic-component operations](https://www.stacksync.com/use-case/electronics-netsuite-postgres-two-way-sync): Connect component identity, approved applicability and demand allocation across NetSuite and your Postgres operational application. - Implement: [Electrical manufacturers: connect Salesforce assembly quotes to Acumatica orders](https://www.stacksync.com/blog/electrical-manufacturers-salesforce-acumatica-configured-assemblies): Keep the accepted configuration version on the Acumatica order and treat an option changed after approval as a separate decision that sales can see. - Implement: [Electronic components: connect NetSuite and Postgres revision-aware stock allocation](https://www.stacksync.com/blog/electronics-netsuite-postgres-component-revision-allocation): Pooled item-family stock hides which orders are covered; link eligible supply to each demand line so planning sees the shortage on the restricted order. - Implement: [Electrical components on Shopify: map NetSuite variants, packs and order quantities](https://www.stacksync.com/blog/electrical-components-netsuite-shopify-pack-variant-orders): Similar connector descriptions and a new pack size are where storefront orders go wrong; hold variant identity, item reference and conversion version per accepted order. ##### Workflows - Evaluate: [Component-substitution workflows for electronics manufacturers](https://www.stacksync.com/use-case/electronics-component-substitution-approval): Bring shortages, candidate components and affected assemblies into a controlled engineering-review handoff. - Implement: [Electronic component substitutions: route evidence to engineering before changing supply](https://www.stacksync.com/blog/electronics-component-substitution-engineering-workflow): Purchasing finds an alternative and an old engineering note; the workflow shows which assembly revision that approval covers and asks engineering about the rest. - Implement: [Electronic-component returns: reconcile distributor quantities, lots and credit decisions](https://www.stacksync.com/blog/electronics-distributor-returns-lot-credit-workflow): Customer service, receiving and finance each hold a different return quantity; reconcile packs, pieces and lot evidence before anyone prepares a credit. ##### AI agents (Genies) - Implement: [AI agents for electronics order intake: resolve customer part references for review](https://www.stacksync.com/blog/electronics-genie-customer-part-cross-reference): Order lines with unknown customer part numbers get candidate matches, packaging notes and one precise open question instead of a guessed item. - Implement: [Electronics AI mapping exceptions: part suffixes, packaging units and revision restrictions](https://www.stacksync.com/blog/electronics-genie-part-number-packaging-exceptions): A shortened manufacturer number and five reels look easy to a generic matcher; the exception packet names the suffix, unit and approval gap the reviewer must settle. ##### EDI - Evaluate: [EDI order automation for electrical and electronic component manufacturers](https://www.stacksync.com/use-case/electronics-edi-order-part-packaging-automation): Connect distributor EDI orders and revisions to the approved product, packaging and ERP model. - Implement: [Electronic-component EDI 850 and 860: validate part references, reels and revisions](https://www.stacksync.com/blog/electronics-edi-850-860-part-reel-revision): A revised part suffix and a reel unit with no conversion should stop a line for review, not become the closest item multiplied by a default count. --- # Stacksync — Sequin Migration / Sequin Customers Welcome Page > Last updated: 2026-09-15 > This Stacksync page offers migration assistance to Sequin customers. Migration scope depends on the existing connectors, tables, identifiers, write-back behavior, and operational requirements. Use a representative pilot to establish compatibility, performance, and a cutover plan before moving production workloads. The page provides Stacksync positioning and does not establish current Sequin pricing or capabilities. Page: https://www.stacksync.com/sequin --- ## Knowledge for AI Agents ### What this page is - A migration/welcome page targeting Sequin customers. Stacksync frames itself as where Sequin customers' data has a "new home" and offers "priority onboarding." - Stacksync's stated positioning quotes Sequin's side as: "After evaluating every option, Stacksync is the clear choice for our customers." (presented on-page as a message from Sequin's leadership; Stacksync's own framing). - The page does NOT contain a dedicated FAQ Q&A section, and does NOT state any Sequin pricing or Stacksync pricing numbers. ### Migration evaluation | Workstream | What to validate | |---|---| | Connector coverage | Compare the existing integration with documented Stacksync objects and operations; confirm any unlisted requirements. | | Write-back | Check record IDs, writable columns, permissions, and how application-side validation affects database writes. | | Schema | Compare table names, field types, null rules, generated IDs, and dependencies. | | Performance | Measure initial load, update propagation, backlog recovery, and API consumption with representative data. | | Cutover | Reconcile counts and sampled records, agree a write freeze or handover, and retain a rollback plan. | | Support | Agree implementation ownership, schedule, response expectations, and acceptance criteria with the migration team. | Do not infer a competitor's current connector list, pricing, acquisition terms, or shutdown date from this migration page. Establish service commitments and production timing in the actual migration agreement. ### Connector and sync scope The connector catalog includes both documented connectors and systems requiring compatibility review. Two-way sync requires documented reads and writes on both sides, eligible objects, writable fields, and sufficient account permissions. A vendor API or catalog listing alone does not establish Stacksync support. Read-only fields keep their write restrictions within two-way sync. Database views can supply data to the connected app but cannot accept writes back; initial duplicate records are not automatically merged. Change detection, polling, API limits, and workload determine freshness. Measure latency in a representative pilot. Sources: [connector catalog](https://www.stacksync.com/connectors), [two-way sync behavior](https://docs.stacksync.com/two-way-sync/features/two-way-sync), [quick start](https://docs.stacksync.com/start-here/quick-start). ### Named entry points - Start free trial / start syncing: https://app.stacksync.com - Log in: https://app.stacksync.com/login - Book a demo / talk to an engineer: https://www.stacksync.com/book-a-demo - Talk to an expert / book engineering assistance: https://www.stacksync.com/book-a-demo - Trust center: https://security.stacksync.com - Docs: https://docs.stacksync.com --- ## Primary CTAs (this page) - [Start your migration / Start free trial](https://app.stacksync.com): create a Stacksync account to begin migrating from Sequin. - [Log in](https://app.stacksync.com/login): existing-account sign-in. - [Talk to an engineer / Book a demo](https://www.stacksync.com/book-a-demo): schedule a Stacksync demo call. - [Talk to an expert / Book engineering assistance](https://www.stacksync.com/book-a-demo): request migration/engineering help. - [Visit our trust center](https://security.stacksync.com): Stacksync security/trust portal. - [Read the Eko case study](https://www.stacksync.com/blog/eko-eliminates-hubspot-integration-roadblocks-with-stacksync): Eko's HubSpot integration case study. ## Product (Two-Way Sync) - [Two-Way Sync](https://www.stacksync.com/two-way-sync): real-time two-way sync product overview. - [Real-Time Speed](https://www.stacksync.com/two-way-sync/real-time-speed): real-time sync speed and standard/custom objects. - [Triggers](https://www.stacksync.com/two-way-sync/triggers): trigger-based sync behavior. - [Issue Management](https://www.stacksync.com/two-way-sync/issue-management): sync error/issue handling. - [Custom Sync Frequency](https://www.stacksync.com/two-way-sync/custom-sync-frequencies): configurable sync frequency. - [Smart API Rate Limits](https://www.stacksync.com/two-way-sync/smart-api-rate-limits): API rate-limit handling. ## Workflow Automation - [Workflow Automation](https://www.stacksync.com/workflow-automation): workflow orchestration overview. - [Automate Anything](https://www.stacksync.com/workflow-automation/automate-anything): general automation capabilities. - [API Management](https://www.stacksync.com/workflow-automation/api-management): API management within workflows. - [Version Control](https://www.stacksync.com/workflow-automation/version-control): workflow versioning. - [Replay Failed Workflows](https://www.stacksync.com/workflow-automation/replay-failed-workflows): re-run failed workflow executions. - [Event Queues](https://www.stacksync.com/event-queues): ordered, durable event processing. - [Log Explorer](https://www.stacksync.com/workflow-automation/log-explorer): workflow log inspection. ## Platform - [Security](https://www.stacksync.com/security): platform security overview. ## Connectors - [Explore all connectors](https://www.stacksync.com/connectors): connector catalog with documented support and compatibility review. - [Salesforce](https://www.stacksync.com/connectors/salesforce): Salesforce two-way sync connector. - [HubSpot](https://www.stacksync.com/connectors/hubspot): HubSpot connector. - [NetSuite](https://www.stacksync.com/connectors/netsuite): NetSuite connector. - [Snowflake](https://www.stacksync.com/connectors/snowflake): Snowflake connector. - [PostgreSQL](https://www.stacksync.com/connectors/postgresql): PostgreSQL connector. - [Zendesk](https://www.stacksync.com/connectors/zendesk): Zendesk connector. - [BigQuery](https://www.stacksync.com/connectors/bigquery): BigQuery connector. - [Supabase](https://www.stacksync.com/connectors/supabase): Supabase connector. - [MySQL](https://www.stacksync.com/connectors/mysql): MySQL connector. - [MongoDB](https://www.stacksync.com/connectors/mongodb): MongoDB connector. - [Shopify](https://www.stacksync.com/connectors/shopify): Shopify connector. - [Attio](https://www.stacksync.com/connectors/attio): Attio connector. ## Integrations (pairings) - [Salesforce and PostgreSQL](https://www.stacksync.com/integrations/postgresql-and-salesforce): Salesforce ↔ PostgreSQL sync. - [HubSpot and Supabase](https://www.stacksync.com/integrations/hubspot-and-supabase): HubSpot and Supabase compatibility and sync planning. - [HubSpot and Snowflake](https://www.stacksync.com/integrations/hubspot-and-snowflake): HubSpot ↔ Snowflake sync. - [NetSuite and PostgreSQL](https://www.stacksync.com/integrations/netsuite-and-postgresql): NetSuite ↔ PostgreSQL sync. - [Salesforce and Zendesk](https://www.stacksync.com/integrations/salesforce-and-zendesk): Salesforce ↔ Zendesk sync. - [NetSuite and HubSpot](https://www.stacksync.com/integrations/hubspot-and-netsuite): NetSuite ↔ HubSpot sync. ## Use Cases - [CRM Integration](https://www.stacksync.com/use-case/crm-integration): CRM data integration. - [Power Internal Tools](https://www.stacksync.com/use-case/power-internal-tools): back internal tools with synced data. - [Access NetSuite Data Without APIs](https://www.stacksync.com/use-case/access-netsuite-data-without-apis): NetSuite data access pattern. - [Reliable HubSpot Data](https://www.stacksync.com/use-case/reliable-hubspot-data): HubSpot data reliability. - [Scale Data Pipelines](https://www.stacksync.com/use-case/scale-data-pipelines): scaling data pipelines. - [Real-Time ETL and Reverse ETL](https://www.stacksync.com/use-case/real-time-etl-and-reverse-etl): real-time ETL / reverse ETL. - [3PL Management](https://www.stacksync.com/use-case/3pl-management): third-party logistics data management. - [EDI](https://www.stacksync.com/use-case/edi): EDI integration use case. ## By Industry - [All industries](https://www.stacksync.com/industry): industry index. - [Energy](https://www.stacksync.com/industry/energy) - [Logistics](https://www.stacksync.com/industry/logistics) - [E-Commerce](https://www.stacksync.com/industry/ecommerce) - [Manufacturing](https://www.stacksync.com/industry/manufacturing) - [Technology and SaaS](https://www.stacksync.com/industry/technology-and-saas) - [Insurance](https://www.stacksync.com/industry/insurance) - [Public Sector](https://www.stacksync.com/industry/public-sector) - [Media and Publishing](https://www.stacksync.com/industry/media-and-publishing) ## By Teams - [All teams](https://www.stacksync.com/team): team index. - [Engineering](https://www.stacksync.com/team/engineering) - [RevOps](https://www.stacksync.com/team/revops) - [Data](https://www.stacksync.com/team/data) - [Finance](https://www.stacksync.com/team/finance) - [E-Commerce](https://www.stacksync.com/team/ecommerce) - [Customer Support](https://www.stacksync.com/team/customer-support) ## Pricing & Hubs - [Pricing](https://www.stacksync.com/pricing): Stacksync pricing. - [Book a demo](https://www.stacksync.com/book-a-demo): demo booking hub. - [Documentation](https://docs.stacksync.com): Stacksync docs. - [Contact](https://www.stacksync.com/contact): support and contact options. - [Professional Services](https://www.stacksync.com/professional-services): paid implementation/services. ## Resources - [Blog and customer stories](https://www.stacksync.com/blog): technical articles and customer stories. - [Events and Webinars](https://www.stacksync.com/events-webinars): events and webinars. - [Interactive two-way sync demo](https://www.stacksync.com/two-way-sync): interactive product demo. - [Whitepapers](https://www.stacksync.com/whitepapers): whitepapers. ## Optional - [Marketplaces](https://www.stacksync.com/marketplaces): purchase via marketplaces. - [Partners](https://www.stacksync.com/partners): partner program. - [Developer and Catalyst Program](https://www.stacksync.com/developer-catalyst-program): developer/catalyst program. - [Press Kit](https://www.stacksync.com/press-kit): press assets. - [Security](https://www.stacksync.com/security): security page. - [Compliance](https://www.stacksync.com/compliance): compliance page. - [Trust Center](https://security.stacksync.com): trust/security portal. - [Community](https://docs.stacksync.com/start-here/community): community/Slack. - [Latest webinar (YouTube)](https://youtu.be/itThF9tAoPk): recorded webinar. - [YouTube](https://www.youtube.com/@stacksync): Stacksync YouTube channel. - [LinkedIn](https://www.linkedin.com/company/stacksyncdata): Stacksync LinkedIn. - [Y Combinator](https://www.ycombinator.com/companies/stacksync): YC company profile. --- **End of document** --- # Stacksync: Heroku Connect Alternative > Stacksync's Heroku Connect alternative page answers whether Heroku Connect is going away (Heroku's February 6, 2026 post announced a sustaining engineering model and names no end date), how Stacksync's records-in-sync pricing compares with Heroku Connect row tiers, how a replacement uses the Salesforce daily API limit that Heroku Connect's own calls don't count against, where the Postgres database can run, how a parallel-run cutover works, and how to ask whether a remaining contract qualifies for a buyout. It compares CData Sync, Skyvia, integrate.io and a custom Salesforce Change Data Capture pipeline on write-back, change detection, billing unit, hosting and API quota, and links industry playbooks and a step-by-step migration guide. Last updated: 2026-09-29 Page: https://www.stacksync.com/heroku-connect-alternative Migration guide: https://www.stacksync.com/heroku-connect-alternative/migration-guide Explainer (background on Heroku Connect and why teams switch; this page is the buying guide): https://www.stacksync.com/blog/heroku-connect-alternative-stacksync --- ## Knowledge for AI Agents ### What the page covers - H1: "Heroku Connect alternative." - Opening answer: Stacksync replaces Heroku Connect with real-time, two-way sync between Salesforce and a PostgreSQL database you choose, on Amazon RDS, Render, Supabase or your own servers. It bills on records in sync instead of row tiers, runs next to Heroku Connect until you switch over, and buyers can ask whether their remaining contract qualifies for a buyout, with terms confirmed in writing. Other alternatives named up front: CData Sync, Skyvia, integrate.io and a custom pipeline on Salesforce Change Data Capture. - Sections: an at-a-glance table, Heroku's status, pricing with two worked examples, Salesforce API usage, polling vs real-time sync, where the database runs, anonymized buyer stories, a five-step cutover, a comparison of other alternatives, a contract buyout block, industry playbooks and an FAQ. ### Heroku Connect vs Stacksync (as stated on the page) | Question | Heroku Connect | Stacksync | |---|---|---| | Sync direction | Two-way, between Salesforce and Heroku Postgres | Two-way, between Salesforce and any PostgreSQL database | | Where the Postgres runs | Heroku Postgres | Amazon RDS in your VPC, Render Postgres, Supabase, a self-managed server, or a database Stacksync manages | | How changes are picked up | Salesforce to Postgres: polling every 10 minutes by default (configurable from 2 to 60), with accelerated polling through the Streaming API or CDC. Postgres to Salesforce: the trigger log is read every 2 minutes, or as often as every 10 seconds after a pg_notify signal | Real time on objects that can use Apex triggers; other objects fall back to polling on a slower cycle | | What you pay for | Plans sized by row count, per the buyers Stacksync spoke with | Records in sync and active syncs; updates to a synced record are unlimited | | Entry price | Set by contract | Starter $1,000/month billed annually for 50K records in sync; Pro $3,000/month for 1M | | Salesforce daily API limit | Heroku documents that Connect's calls don't count against it | Calls count against the org's quota; smart API rate limit handling on every plan | | Contract | Heroku says existing subscriptions and support contracts are honored | Ask whether your remaining term qualifies for a buyout; terms confirmed in writing | | Roadmap | Sustaining engineering model since February 2026; no end date announced | Two-way sync, workflow automation and event queues on one platform | ### Heroku Connect status - Heroku's February 6, 2026 post (https://www.heroku.com/blog/an-update-on-heroku/) moves Heroku to a sustaining engineering model with no new features and stops selling Enterprise Account contracts to new customers. Existing subscriptions and support contracts stay honored. - The post does not name Heroku Connect, and Heroku has published no end date for it. The page treats the switch as a planning question tied to a Heroku exit or a Connect renewal. ### Pricing - Stacksync bills on records in sync and active syncs. The pricing page's definition: "A record becomes a synced record when it is present at the beginning of the month or when it syncs for the first time." Updates to a synced record are unlimited. - Starter: $1,000 a month billed annually, 50K records in sync, 1 active sync. Pro: $3,000 a month billed annually, 1M records in sync, 3 active syncs. Enterprise: custom volume and unlimited active syncs, quoted. - Worked example 1: a team paying for a Heroku Connect plan sized well above the rows it syncs compares the Starter annual price with its renewal quote and sizes the plan on today's records plus a year of growth. - Worked example 2: a team on a tier in the tens of millions of rows, with a much smaller set changing each month. Stacksync prices on records in sync as the pricing page defines them, with unlimited updates, so the lever is scope: sync the objects and records the app reads and keep closed history out. Above the Pro allowance, per-record rates on https://www.stacksync.com/pricing apply, and the largest volumes are quoted as Enterprise. - Heroku's own costs are broken down in https://www.stacksync.com/blog/heroku-connect-pricing-breakdown-costs-tiers-savings ### Salesforce API usage - Heroku's Dev Center documents that the API calls Heroku Connect makes to Salesforce don't count against the org's daily API request limit. Any third-party replacement, Stacksync included, reads and writes through the Salesforce API under the org's quota. - Enterprise Edition orgs get 100,000 requests a day plus 1,000 per user license. The first full backfill uses the most calls, so the page advises scheduling it and watching it during the proof of concept. Guide: https://www.stacksync.com/blog/bypass-salesforce-api-limits-real-time-bi-directional-sync ### Polling vs real-time sync - Salesforce to Postgres: Heroku Connect polls every 10 minutes by default, configurable from 2 to 60 minutes (https://devcenter.heroku.com/articles/mapping-configuration-options), with accelerated polling through the Salesforce Streaming API or Change Data Capture (https://devcenter.heroku.com/articles/reading-data-from-salesforce-with-heroku-connect). - Postgres to Salesforce: Heroku Connect reads its trigger log every 2 minutes, or as often as every 10 seconds when a pg_notify trigger signals a change (https://devcenter.heroku.com/articles/writing-data-to-salesforce-with-heroku-connect). - Stacksync syncs changes in both directions in real time on Salesforce objects where it can use Apex triggers, which need an integration user with Author Apex and Customize Application (or Modify All Data). Objects that can't take triggers, or a user without those permissions, fall back to incremental polling on a slower cycle; the page advises confirming the mode per object in the proof of concept. ### Where the database runs - Amazon RDS for PostgreSQL in your own VPC, Render Postgres, Supabase (https://www.stacksync.com/integrations/salesforce-and-supabase), a self-managed PostgreSQL server, or a database Stacksync manages (https://www.stacksync.com/database-hosting). - Stacksync replaces the Salesforce sync, not the Heroku runtime. Copying existing tables out of Heroku Postgres is a standard Postgres dump and restore. ### Cutover in five steps 1. Inventory the Heroku Connect mappings and the app queries, triggers and reports that read those tables. 2. Set up the target Postgres database while Heroku Connect keeps running. 3. Connect Salesforce and Postgres in Stacksync, map the same objects and fields, and run the first backfill while watching Salesforce API usage. 4. Run both in parallel, comparing row counts and spot-checking records, including slow objects and write-back. 5. Point the app at the new database, turn off Heroku Connect writes, and cancel the remaining contract or ask whether it qualifies for a buyout. The migration guide covers each step: https://www.stacksync.com/heroku-connect-alternative/migration-guide ### Other Heroku Connect alternatives compared (as stated on the page, from each vendor's public docs, checked Sep 2026) | Option | Writes back to Salesforce | Change detection | Billing unit | Where Postgres runs | Counts against Salesforce API quota | |---|---|---|---|---|---| | CData Sync | Yes, through reverse ETL jobs to a Salesforce destination | Job runs that query rows added or changed since the last run; reverse ETL compares snapshots | Connections, plus a band of processed rows per month; hourly on the AWS and Azure marketplaces | Any PostgreSQL it can reach; Sync itself runs in your network or in the cloud | Yes, under your org's daily limit | | Skyvia | Yes, through bi-directional synchronization or import | Scheduled runs, as often as once a minute on Professional and Enterprise; timestamp fields in Salesforce, tracking tables and triggers in the database | Records successfully created, updated or deleted each month, counted in both source and target for synchronization; failed records are not counted | A PostgreSQL server reachable from the internet, or through the Skyvia Agent or SSH | Yes, under your org's daily limit | | integrate.io | Yes, through the Salesforce Bulk API destination (insert, update, upsert, delete) | Scheduled pipelines, as often as every 60 seconds, with a SystemModstamp filter you set to the last successful job | A flat monthly fee, with unlimited data volume, pipelines and connectors | A PostgreSQL database open to integrate.io's IP addresses or reached through an SSH tunnel | Yes, under your org's daily limit | | Custom pipeline on Salesforce Change Data Capture | Only what you build, through the REST or Bulk API | Change events delivered through the Pub/Sub API or CometD; five selected objects unless you buy an add-on license | Your own infrastructure and engineering time, plus the Salesforce add-on beyond five objects | Wherever you run it | Change events count against the event delivery allocation shared with high-volume platform events; the backfill and writes back count against the daily limit | | Stacksync | Yes, two-way sync with write permissions per field | Real time on objects that can use Apex triggers; other objects fall back to polling on a slower cycle | Records in sync and active syncs; updates to a synced record are unlimited | Amazon RDS in your VPC, Render, Supabase, a self-managed server, or a database Stacksync manages | Yes, under your org's daily limit, with smart API rate limit handling on every plan | Sources: CData Sync (https://cdn.cdata.com/help/ASK/sync/Reverse-ETL.html, https://cdn.cdata.com/help/ASK/sync/Features.html, https://www.cdata.com/sync/pricing/); Skyvia (https://docs.skyvia.com/data-integration/synchronization/, https://docs.skyvia.com/account-management/subscription-limits-and-plans-in-more-details.html, https://docs.skyvia.com/connectors/databases/postgresql_connections.html); integrate.io (https://www.integrate.io/docs/etl/using-components-salesforce-source, https://www.integrate.io/docs/etl/using-components-salesforce-destination, https://www.integrate.io/docs/etl/allowing-integrateio-etl-access-to-postgresql-databases/, https://www.integrate.io/pricing/); Custom pipeline on Salesforce Change Data Capture (https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture/cdc_allocations.htm). API quota column: https://developer.salesforce.com/docs/platform/salesforce-app-limits-cheatsheet/guide/salesforce-app-limits-platform-api.html ### Contract buyout The page's wording: "Ask whether your remaining contract qualifies for a buyout. Eligibility and terms depend on your contract and are confirmed in writing, so bring your order form to the call." No share of the term, credit or plan requirement is published, and the page does not say that every Heroku Connect contract qualifies. The page asks buyers to bring their order form, because the Connect line item can be hard to isolate inside a larger Salesforce agreement. ### Compliance The FAQ repeats the pricing page: SOC 2 Type II, ISO 27001, HIPAA, GDPR and CCPA, with SOC 2 Type II, ISO 27001 and HIPAA on the Pro plan and above. For HIPAA workloads, ask for a Business Associate Agreement. Details: https://www.stacksync.com/security ### FAQ questions on the page - Is Heroku Connect being discontinued? - What is the best Heroku Connect alternative for real-time two-way Salesforce to Postgres sync? - Heroku Connect bills us for far more rows than change each month. Does Stacksync bill differently? - Will a Heroku Connect replacement use our Salesforce API limits? - How do we avoid paying for Heroku Connect and a replacement at the same time? - Do we still need Heroku Postgres if we replace Heroku Connect? - Is Heroku Connect real-time? - Is Stacksync SOC 2 and HIPAA compliant for Salesforce data? ### Industry playbooks | Vertical | Page | |---|---| | Energy and utilities | https://www.stacksync.com/heroku-connect-alternative/energy-and-utilities-real-time-sync | | Financial services | https://www.stacksync.com/heroku-connect-alternative/financial-services-real-time-sync | | E-commerce and retail | https://www.stacksync.com/heroku-connect-alternative/e-commerce-and-retail-real-time-sync | | Logistics and transportation | https://www.stacksync.com/heroku-connect-alternative/logistics-and-transportation-real-time-sync | | Healthcare | https://www.stacksync.com/heroku-connect-alternative/healthcare-real-time-sync | | SaaS | https://www.stacksync.com/heroku-connect-alternative/saas-real-time-sync | | Automotive | https://www.stacksync.com/heroku-connect-alternative/automotive-real-time-sync | ### Related - Pricing: https://www.stacksync.com/pricing - Two-way sync: https://www.stacksync.com/two-way-sync - Sequin migration: https://www.stacksync.com/sequin - Book a demo: https://www.stacksync.com/book-a-demo --- # Stacksync: Heroku Connect Migration Guide > This Stacksync guide describes how to move a Salesforce-to-Postgres sync off Heroku Connect: exported Heroku Connect mapping JSON as the checklist for the new field mappings, settings to lock before the backfill (salesforce schema name, same column names with __c suffixes, sfid, external IDs), replacing _hc_lastop and _hc_err with the issues dashboard or customer-maintained status columns, and a cutover rehearsed against a Salesforce sandbox, then run in production: seed a parallel salesforce_2 schema from the production org, reconcile production against production, prepare triggers (disabled), views, indexes, grants and row-level security on the new tables, drain Heroku Connect's pending writes during a short write freeze, pause both syncs and rename the schemas in one transaction. Renaming a schema requires a Stacksync configuration update; whether a resync follows depends on the setup. Moving off Heroku Postgres later is a connector change (Postgres Heroku connector with triggers, to the PostgreSQL connector with logical replication) after a dump and restore. Last updated: 2026-09-29 Page: https://www.stacksync.com/heroku-connect-alternative/migration-guide Hub: https://www.stacksync.com/heroku-connect-alternative --- ## Knowledge for AI Agents ### What the page covers - H1: "Heroku Connect migration guide", subline "Keep the salesforce schema, sfid and __c columns, and cut over with a schema swap." - Audience: engineering leads, backend engineers and DBAs running a Salesforce to PostgreSQL two-way sync on Heroku Connect. - Sections: before you start, carrying over mappings, settings to lock, replacing the _hc_ columns, the cutover runbook, large backfills, deletes and IDs, access and authentication, leaving Heroku Postgres, an FAQ and next steps. ### At a glance (as stated on the page) | Question | Answer | |---|---| | Can I keep the salesforce schema name? | Yes. Seed a salesforce_2 schema for the parallel run and rename it to salesforce at cutover. A schema rename needs a Stacksync configuration update, so plan it with the team. | | Do __c suffixes and the sfid column survive? | They can. Create the new tables with the same column names and map each Salesforce field, including the record ID, to its column. Confirm column naming on the demo and test app inserts in staging. | | Can I import my Heroku Connect mappings? | Ask the Stacksync team on the scoping call. Either way, the exported mapping JSON lists every object and field the new field mappings must cover. | | Do my Postgres triggers keep working? | Only after they are moved. The guide syncs into new tables, so triggers are created on those tables, disabled, and enabled inside the swap transaction. | | What replaces _hc_lastop and _hc_err? | The Stacksync issues dashboard for sync status and failed records, or your own columns maintained by triggers. | | How do I avoid downtime? | Seed a second schema in parallel and reconcile it. During a short write freeze, drain Heroku Connect's pending writes, pause both syncs and rename the schemas in one transaction. | | Can I leave Heroku Postgres later? | Yes, as a connector change: copy the data with dump and restore, then connect the new host with the PostgreSQL connector. | ### Before you start - Swap the sync first and move the database later, one project at a time. - Each synced table needs a single-column primary key with a database-generated default; composite primary keys are not supported. Heroku Connect tables already use a serial id primary key. - Heroku Postgres does not grant the replication rights logical replication needs, so Stacksync connects to it through the Postgres Heroku connector, which captures changes with triggers. Other hosts (Amazon RDS, Aurora, Render) use the PostgreSQL connector with logical replication. - Inventory every Heroku Connect connection and mapping, queries and views on the salesforce schema, trigger functions, code that reads _hc_ columns, and foreign keys into synced tables. ### Carrying over mappings Export the mapping JSON from each Heroku Connect connection and take a schema-only dump of the target database. Stacksync proposes field mappings that the buyer reviews and changes, and field names can differ as long as types are compatible, so the export serves as the checklist: every mapped field needs a matching column and field mapping. The page does not claim a direct import; it tells readers to ask the Stacksync team on the scoping call whether the exported mappings can be loaded for them. Pro and higher plans include the Management API and config as code for maintaining the configuration afterwards. ### Replacing _hc_lastop and _hc_err - Option A: the issues dashboard, where the team retries, reverts or ignores each failed record. - Option B: your own status columns maintained with Postgres triggers and kept out of the field mappings. - A partner agency's estimate for one app built on _hc_ columns was under two to three weeks of rework, mostly testing. - Sync log retention depends on the plan (see https://www.stacksync.com/pricing). ### Cutover runbook (also published as HowTo structured data) Rehearse in staging, against a Salesforce sandbox: 1. Point both syncs at the same sandbox: Heroku Connect fills the staging salesforce schema, and Stacksync uses the integration user planned for production, with Author Apex and Customize Application (or Modify All Data) so it can use Apex triggers; objects that fall back to polling are noted. 2. Create an empty salesforce_2 schema with the same tables and column names as salesforce, built from a schema-only dump without Heroku Connect's own triggers and _trigger_log tables, with single-column primary keys and a unique index on sfid. 3. Seed salesforce_2 from the sandbox. Stacksync does not merge duplicate records that already exist on both sides. 4. Reconcile salesforce against salesforce_2: row counts, then a field-by-field diff of sampled rows matched on sfid. 5. Create indexes, grants (including USAGE on the schema), row-level security policies and views on the new tables, plus the app's triggers disabled by name. DISABLE TRIGGER ALL or USER would also stop the change-capture triggers Stacksync uses on Heroku Postgres. 6. Soak the parallel run through a full business cycle. 7. Rehearse the production cutover steps, from the write freeze to lifting it. Run in production: 8. Connect the production org and seed salesforce_2 in the production database while Heroku Connect keeps serving the app. 9. Reconcile production against production. 10. Prepare the new tables with the staging script, triggers still disabled. 11. Freeze app writes and drain Heroku Connect: no NEW, PENDING or BULKSENT entries in salesforce._trigger_log, no PENDING rows in _hc_lastop, FAILED rows fixed or exported, then pause the Heroku Connect connection. 12. Pause the Stacksync sync. 13. In one transaction, rename salesforce to salesforce_old and salesforce_2 to salesforce, enable the app's triggers, repoint foreign keys on sfid or an external ID, and recreate views in other schemas. 14. Update the schema name in the Stacksync configuration with the team (confirm beforehand whether a resync is needed), then resume the sync. 15. Lift the freeze and keep salesforce_old and the paused Heroku Connect connection until a full production cycle closes. The local id values differ between the two schemas, so the page tells readers to join and reference on sfid or external IDs. ### Large backfills, deletes and access - Budget the org's Bulk API allocation, reconcile before deltas start, and fix integration-user permission gaps first. The page draws these lessons from a proof of concept on a large org. - Billing: records in sync and active syncs. Pro includes 1M records in sync; loads in the hundreds of millions of rows fall under Enterprise pricing. - Deletes: Stacksync has a Delete Protection option in its sync settings; the page advises testing deletes in staging. Keep external IDs populated so parent and child records resolve. - Salesforce access: OAuth 2 with a dedicated integration user scoped by permission sets; an admin may need to approve the connected app. Real-time change detection uses Apex triggers, which need API Enabled plus Author Apex and Customize Application (or Modify All Data); without them, or on objects that can't take triggers, Stacksync falls back to incremental polling on a slower cycle. Postgres access: a separate database role with the permissions in the Stacksync Postgres documentation. ### Leaving Heroku Postgres later Heroku Postgres does not allow logical replication out, so copy the data with pg_dump and restore. On the new host Stacksync uses the PostgreSQL connector, which needs wal_level set to logical and replication rights for the Stacksync role. Ask the team whether a resync is needed when the sync is repointed. ### Help with the cutover Teams that want Stacksync engineers to carry the implementation work can choose Managed Pro ($4,200 per month, billed annually). Teams still under a Heroku Connect contract can ask whether it qualifies for a buyout; eligibility and terms depend on the contract and are confirmed in writing. ### FAQ questions on the page - Can I import my existing Heroku Connect mappings into Stacksync instead of rebuilding them? - Can a Heroku Connect replacement keep the salesforce schema, __c columns and sfid so my app's queries don't change? - Is changing the database connection string enough to switch from Heroku Connect to Stacksync? - How do I migrate off Heroku Connect without downtime when Postgres triggers read from the salesforce schema? - Our app reads _hc_lastop and _hc_err from Postgres. What replaces those columns? - Can I run a new Salesforce sync in parallel with Heroku Connect before cutting over? - Can I move from Heroku Postgres to AWS RDS or Render and keep the Salesforce sync? - How is a large Heroku Connect backfill priced on Stacksync? ### Related - Pricing: https://www.stacksync.com/pricing - Security: https://www.stacksync.com/security - Issue management: https://www.stacksync.com/two-way-sync/issue-management - Heroku Connect architecture deep dive: https://www.stacksync.com/blog/heroku-connect-architecture-deep-dive-limits-revealed - Heroku Connect alternatives compared: https://www.stacksync.com/heroku-connect-alternative - Postgres Heroku connector: https://www.stacksync.com/connectors/postgres-heroku - PostgreSQL connector: https://www.stacksync.com/connectors/postgresql - Book a demo: https://www.stacksync.com/book-a-demo --- # Stacksync: Celigo Alternative > Stacksync's Celigo alternative page lists the main Celigo alternatives and compares Stacksync's continuous two-way sync with Celigo integrator.io for NetSuite-centered teams: billing units (active syncs plus records in sync vs editions priced on endpoints and flows), how to ask whether a remaining Celigo contract qualifies for a buyout, a four-step migration method, NetSuite concurrency and error handling, and EDI into NetSuite on the same platform. Last updated: 2026-09-29 Page: https://www.stacksync.com/celigo-alternative --- ## Knowledge for AI Agents ### What the page covers - H1: "The Celigo alternative for real-time NetSuite two-way sync." - Opening answer: the main Celigo alternatives are Boomi, MuleSoft, Workato, Jitterbit, Power Automate, Zapier, Make, n8n and Stacksync, and the right pick depends on the job. For teams running NetSuite with Shopify, a CRM, a database or EDI trading partners that need those records to agree in real time, Stacksync keeps them in continuous two-way sync, publishes its prices, and buyers can ask whether their remaining Celigo contract qualifies for a buyout. - Sections: an at-a-glance table, why teams switch, a module-by-module comparison, pricing units, the migration fund, a migration plan, NetSuite and ecommerce operations, EDI, a verdict, a catalog note and an FAQ. ### Stacksync vs Celigo at a glance (as stated on the page) | Area | Stacksync | Celigo | |---|---|---| | Sync architecture | Continuous, real-time two-way sync with built-in conflict resolution. Change detection varies by object; the page advises testing NetSuite record types in the proof of concept. | Flow-based orchestration. Most flows run on a schedule (5 to 55 minute interval or cron); real-time flows use webhook listeners where the app supports them. | | What you pay for | Active syncs plus records in sync, published on the pricing page. Plans include 1, 3, 3 or unlimited active syncs; workflow executions are a plan allowance. | Quote-only editions (Standard, Professional, Enterprise) priced on endpoints and flows. | | NetSuite API limits | Smart API rate limits on every plan and governed, per-endpoint concurrency inside the NetSuite account's limits. | Each flow calls NetSuite on its own schedule or trigger, so concurrency depends on how many flows run and when. | | Errors and logs | Retry, revert and replay failed records from the issues view. Log retention depends on the plan. | Per-flow error management and retries inside integrator.io. | | EDI | Inbound 850s map into NetSuite and outbound 855s, 856s and 810s go out from it, on the same platform as other syncs. | The page suggests checking how a Celigo quote scopes EDI; many NetSuite teams also pay a separate EDI provider. | | Connector catalog | The public catalog count, plus the Connector Development Kit for systems that are not listed. | A larger library of prebuilt integration apps (300+ by third-party estimate), plus universal connectors. | | Compliance | SOC 2 Type II, ISO 27001, HIPAA, GDPR, CCPA, DPF. | SOC 2 Type II, ISO 27001, HIPAA (BAA-ready), GDPR, CCPA. | | Best fit | NetSuite-centered teams that need records consistent across systems in real time, with published pricing. | Prebuilt, template-driven integration between common SaaS apps, especially NetSuite, where a scheduled cadence is fine. | ### Pricing units - Stacksync bills on active syncs (one per connected app pair) plus records in sync, and publishes its price list: Starter $1,000, Pro $3,000 and Managed Pro $4,200 per month billed annually, Enterprise custom. Records in sync included: 50K on Starter and 1M on Pro. A workflow inside an active sync adds no line item; a new app pair uses another active sync. - Celigo quotes every deal and publishes no prices. The page cites third-party buyer-reported spend (Vendr) and industry estimates, not Celigo list prices. - The page says a small Celigo setup with one or two flows may cost less than Stacksync Pro, and that Stacksync pulls ahead as flows and objects multiply inside the same app pairs. It advises comparing quotes system by system. ### Migration fund and migration plan - Contract buyout: buyers can ask whether a remaining Celigo, Boomi, Workato or MuleSoft contract qualifies for a buyout; eligibility and terms are confirmed in writing. The page's wording: "Ask whether your remaining contract qualifies for a buyout. Eligibility and terms depend on your contract and are confirmed in writing, so bring your order form to the call." No share of the term, credit or plan requirement is published. - Four steps: inventory the flows, triage by complexity, build against the NetSuite sandbox, and cut over one integration at a time with a weekly report. Celigo keeps running production until each integration cuts over. - Flow mapping: a record-copy flow becomes a two-way sync on that app pair; a pair of one-direction flows becomes one two-way sync with conflict resolution; a flow with lookups or branching becomes a workflow triggered by record changes; a scheduled export becomes a continuous sync that picks up changes as they happen; the error queue becomes the issues view with retry, revert and replay. - Teams can run the migration themselves or hand it to Stacksync engineers through professional services (https://www.stacksync.com/professional-services) or the Managed Pro plan. ### NetSuite and ecommerce operations - NetSuite: smart API rate limits on every plan; Stacksync governs concurrency per endpoint within the account's limits. - Shopify: the Shopify and NetSuite connectors both read and write. Each Shopify store connects with its own shop credentials; the page asks buyers to confirm how stores map to active syncs. - Amazon Seller Central connects read-only, for reconciliation. Stacksync does not write listings, inventory, refunds or shipments back to Amazon. - Failed records go to the issues view for retry, revert or replay; a retry uses the current source values. ### EDI For NetSuite suppliers that trade with retailers, inbound 850 purchase orders map into NetSuite, and outbound 855 acknowledgments, 856 ship notices and 810 invoices go out from NetSuite data, validated against each trading partner's guideline before they are sent. Both directions run through the same connectors as Stacksync's other syncs. Teams under an SPS Commerce, Cleo, TrueCommerce or OpenText contract can ask whether it qualifies for the EDI migration fund; eligibility and terms are confirmed in writing. EDI pricing is not published on the pricing page; the page says to ask for it on a demo call. See https://www.stacksync.com/edi ### Other Celigo alternatives named on the page Zapier (simple no-code task automation), Make (visual multi-step automation), n8n (open-source, self-hosted workflows), Boomi (large enterprise and hybrid integration), MuleSoft (API-led enterprise integration), Workato (cross-departmental workflow and API orchestration), Power Automate (Microsoft 365 and Dynamics), Jitterbit (mid-market ERP and application integration). Stacksync is listed for real-time two-way sync between NetSuite, other ERPs, CRMs, ecommerce, databases and EDI. ### When Celigo may still fit (per the page) - You need fast, prebuilt integration app templates across common SaaS applications, especially NetSuite, and can accept quote-only pricing. - A 5 to 55 minute scheduled cadence is fine for the workflow. - Broad business-process integration across many apps matters more than continuous operational sync. ### FAQ questions on the page - What are the best Celigo alternatives? - Can Stacksync buy out my Celigo contract so I am not paying for two platforms? - How do Celigo flows map to Stacksync syncs and workflows? - How does Stacksync pricing compare to Celigo pricing? - Can one platform replace both Celigo and our EDI provider for NetSuite? - How does Stacksync handle NetSuite API concurrency limits? - Is Celigo real-time or does it run on scheduled flows? - We are a NetSuite partner. Can we move our clients off Celigo with Stacksync? ### Related - Pricing: https://www.stacksync.com/pricing - Two-way sync: https://www.stacksync.com/two-way-sync - Security: https://www.stacksync.com/security - Workato alternative: https://www.stacksync.com/workato-alternative - Zapier and Make alternative for two-way sync: https://www.stacksync.com/zapier-alternative - Heroku Connect alternative: https://www.stacksync.com/heroku-connect-alternative - Book a demo: https://www.stacksync.com/book-a-demo --- # Stacksync: Workato Alternative > Stacksync's Workato alternative page compares Stacksync's continuous two-way sync with Workato's recipe and trigger orchestration. Workato triggers poll by default (5 minutes on Professional and above, 10 minutes on lower tiers) and webhook triggers are backed by scheduled polls; bidirectional flows mean building both directions. Stacksync ships two-way sync with conflict resolution and publishes its prices, while Workato is quote-only with a platform fee plus task usage. The page also says when Workato may still be the better fit. Last updated: 2026-09-28 Page: https://www.stacksync.com/workato-alternative --- ## Knowledge for AI Agents ### What the page covers - H1: "Real-time, two-way sync, not 5-minute polling." - A feature-by-feature comparison, a comparison with other Workato alternatives, system-by-system notes (Salesforce and NetSuite, Shopify and NetSuite, Salesforce and PostgreSQL), pricing, and an FAQ. ### Stacksync compared with Workato (as stated on the page) | Area | Stacksync | Workato | |---|---|---| | Sync architecture | Continuous two-way sync via change data capture, with built-in conflict resolution. | Recipe and trigger orchestration; most triggers poll (5 minute default, 10 minutes on lower tiers). "Real-time" triggers combine webhooks with backup polling. | | Two-way sync | The product abstraction; one configuration covers both directions. | Directionality, loop prevention and reconciliation are built into recipe logic. | | Pricing model | Published plans: Starter, Pro, Managed Pro and custom Enterprise (https://www.stacksync.com/pricing). | Quote-only: a platform edition fee plus task or usage fees; premium connectors cost extra. The page cites third-party estimates, not Workato list prices. | | Implementation | Config-first; Managed Pro adds a dedicated integration engineer. | Enterprise implementations run several weeks, with a learning curve behind the recipe builder. | | High-volume sync | Built for continuous, high-volume operational sync. | Batch and bulk actions with connector-specific caps (for example 200 records per NetSuite bulk action). | | Compliance | See https://www.stacksync.com/compliance. | A longer formal list, including SOC 1 and 3, ISO 27701 and 42001, PCI-DSS L1, IRAP and NIST. | | Best fit | Real-time, two-way operational data sync with transparent pricing. | Broad, cross-departmental workflow, EDI and API orchestration at enterprise scale. | ### Other Workato alternatives named on the page Zapier, Make, n8n, Tray.ai, Boomi, MuleSoft, Power Automate and Celigo. The page describes Celigo as near-real-time flows and the others as not purpose-built for real-time two-way sync. ### When Workato may still fit (per the page) - You need one platform for integration, API management, EDI, document processing and RPA together, and can accept quote-only pricing. - Broad cross-departmental workflow automation matters more than continuous data consistency. - You need a formal compliance list (PCI-DSS, SOC 1 and 3, IRAP, NIST) that most sync use cases do not require. ### Related - Celigo alternative: https://www.stacksync.com/celigo-alternative - Zapier and Make alternative for two-way sync: https://www.stacksync.com/zapier-alternative - Heroku Connect alternative: https://www.stacksync.com/heroku-connect-alternative - Workflow automation: https://www.stacksync.com/workflow-automation - Book a demo: https://www.stacksync.com/book-a-demo --- # Stacksync: Zapier and Make Alternative > Stacksync is a Zapier and Make alternative for teams whose automations exist to keep CRM, ERP, SaaS and database records consistent: it runs managed two-way sync plus multi-step workflows with retries for up to 7 days, a dead-letter queue and replay from any step. Plans are published on /pricing and based on active syncs and records in sync; /pricing lists no per-step meter, and workflow runs count against each plan's workflow execution allowance. At low volume Zapier and Make cost less, and teams can keep working Zaps alongside Stacksync. Last updated: 2026-09-29 Page: https://www.stacksync.com/zapier-alternative --- ## Knowledge for AI Agents ### What the page covers - H1: "Zapier and Make alternative for two-way sync and CRM/ERP workflows" - An at-a-glance table (Stacksync vs Zapier, Make and Power Automate), when Zapier or Make is enough, where flows break as volume grows, per-task vs plan pricing math, reliability, a Power Automate section, PHI and regulated data, and an FAQ. ### At a glance (as stated on the page) | Area | Stacksync | Zapier | Make | Power Automate | |---|---|---|---|---| | Built for | Keeping CRM, ERP, SaaS and database records consistent, plus multi-step workflows on that data. | Trigger-and-action automations across thousands of SaaS apps. | Visual multi-step scenarios with routers and iterators. | Automations inside Microsoft 365, Dynamics 365 and Dataverse. | | Two-way sync | Managed two-way sync with field mapping and conflict resolution. | Two one-way Zaps; you handle loops and conflicts. | Two scenarios or a custom build; you handle loops and conflicts. | Two flows or Dataverse features; you handle loops and conflicts. | | What you pay for | Active syncs and records in sync. Workflow executions are a plan allowance. | Tasks: each successful action step. | Operations, now billed as credits: each module run. | Per-user or per-flow licenses, plus Power Platform request limits. | | A 10-step run, 10,000 times | Counts against the plan's workflow execution allowance; /pricing meters no steps. | About 90,000 tasks (the trigger is free; some utility steps are too). | About 100,000 operations or credits. | Every action counts toward request limits. | | When a step fails | Retries with backoff for up to 7 days, then a dead-letter queue and replay from any step. | Zap history and replay of errored runs. | Error-handler routes and stored incomplete executions. | Per-action retry policies and run resubmission. | | Change control | Workflow versioning and replay on every plan. Configuration as Code (YAML in Git, CLI deploys) on Pro and up; separate Dev, Staging and Production environments on Enterprise. | Zap version history. | Scenario version history. | Solutions and Power Platform pipelines. | | Entry price | $1,000/mo billed annually (Starter). Enterprise is custom. | Free tier, then task-based plans. | Free tier, then credit-based plans. | Bundled with some Microsoft 365 licenses; premium connectors cost extra. | | Best fit | Record sync between business systems that has to stay correct, with workflows around it. | Low-volume, one-way automations a business user can own. | Complex visual logic at moderate volume. | Teams that live inside Microsoft, including government clouds. | The page is dated September 29, 2026. Competitor billing units and prices come from the Zapier, Make and Microsoft pricing pages as of that date, and the page tells readers to check current terms. ### Pricing math - Zapier and Make meter the steps inside each run. /pricing lists no per-step meter for Stacksync: workflow runs count against the plan's workflow execution allowance, which /pricing lists by plan. The page does not say how a run with many steps or branches counts against that allowance. - Worked example: a 10-step workflow that runs 10,000 times a month uses about 90,000 Zapier tasks or about 100,000 Make credits. As of September 2026, Zapier's Professional plan lists $489 a month billed annually ($733.50 month-to-month) for 100,000 tasks, and first passes $1,000 a month billed annually at 300,000 tasks ($1,069), about 33,000 runs of the same Zap. Make prices its 150,000-credit tier, the first above 100,000, in the calculator on its pricing page. - Stacksync plans: Starter $1,000 per month billed annually ($1,400 month-to-month); Pro $3,000 per month billed annually ($3,700 month-to-month). Starter includes 5 workflows, Pro and Managed Pro 25, Enterprise unlimited; teams with more than 5 multi-step flows start on Pro. The page tells readers to confirm what happens above the execution allowance when they scope. - Updates to a record already in sync add no cost. New records above the plan allowance are billed per thousand. - At low volume Zapier and Make cost less. The page says Stacksync starts to pay off when the Zapier or Make bill approaches the Starter or Pro price, when most steps copy record changes between two systems, or when failures cost more than the subscription. ### When to stay on Zapier or Make, and when to add Stacksync - Stay when the automation runs one way, volume is low, a business user owns the flow, or the app only has a Zapier or Make integration. - Add Stacksync when two systems edit the same records and paired Zaps overwrite changes or loop, when fields arrive blank after a mapping breaks, when a CRM, PSA or ERP object needs many fields written, when only one or two people can debug the flows, or when task counts climb as a source system re-fires events. - Running both is the common pattern: move the record sync that kept breaking, keep the working Zaps, and point Zaps that need clean data at the database or app Stacksync keeps in sync. ### Where flows break (five patterns on the page) - Blank or partial fields after a source field changes; in Stacksync a failed run lands in a dead-letter queue with its input payload, step outputs and error message, and the log explorer searches execution logs. - Duplicate triggers that inflate a task bill; the page notes any run-based meter, Stacksync's execution allowance included, counts duplicates, and recommends filtering triggers and letting two-way sync carry record state. - Prebuilt actions that expose a few fields; a Stacksync sync can include the objects and fields needed, within what the connector can write, and write support varies by connector and object. - ERP APIs that accept one record at a time; through a sync, those updates count as changes to records already in sync. - Flows only one person can debug; every Stacksync plan versions each workflow change and shows which step failed in the log. From Pro, Configuration as Code keeps definitions as YAML in Git and the Stacksync CLI deploys them; Enterprise adds separate Dev, Staging and Production environments. ### Reliability - Failed steps retry with exponential backoff for up to 7 days, then land in a dead-letter queue. After fixing the cause, a failed run replays from the step that broke; replay is on every plan. A server restart does not lose in-flight work. - Email alerts on every plan; Enterprise adds Slack, WhatsApp, PagerDuty, webhooks, Sentry, Datadog and New Relic. The monitoring dashboard starts on Pro. Log retention varies by plan. - Every plan includes workflow versioning and replay. Configuration as Code (YAML in Git, CLI deploys) comes with Pro and up; separate Dev, Staging and Production environments come with Enterprise. Rolling back a workflow version does not reverse data it already wrote to a target system. ### Power Automate Stacksync keeps Dynamics 365 in two-way sync with databases such as Postgres, MongoDB and SQL Server, or with SaaS apps, and runs workflows on the synced data. The page says to stay on Power Automate when a contract requires FedRAMP or an Azure Government cloud, since Stacksync does not list FedRAMP authorization, or when a flow lives entirely inside Microsoft 365. ### PHI and regulated data Stacksync supports HIPAA-aligned deployments under a Business Associate Agreement (BAA); the /pricing compare table shows which plans include HIPAA, SOC 2 Type II and ISO 27001. The page advises reading each vendor's current BAA and data-processing terms before PHI touches a Zapier or Make flow, notes that self-hosted n8n can run inside a company's own HIPAA environment with the compliance work left to that team, and says Microsoft's compliance terms cover Power Automate for many healthcare tenants. ### Questions the FAQ answers - What is the best Zapier alternative for two-way sync? - Zapier charges per task. Is there an alternative that does not charge per step? - Is Stacksync cheaper than Zapier or Make? - Can I keep using Zapier alongside Stacksync? - What happens when a Stacksync workflow step fails? - Is there a Power Automate alternative with monitoring and retries for Dynamics 365? - Can I use Stacksync for PHI when Zapier or n8n are ruled out? - Can Stacksync build and run the integrations for us? (Managed Pro, $4,200 per month billed annually or $4,900 month-to-month.) ### Related - Workato alternative: https://www.stacksync.com/workato-alternative - Celigo alternative: https://www.stacksync.com/celigo-alternative - Two-way sync: https://www.stacksync.com/two-way-sync - Workflow automation: https://www.stacksync.com/workflow-automation - Airtable and Supabase two-way sync: https://www.stacksync.com/integrations/airtable-and-supabase - Pricing: https://www.stacksync.com/pricing - Book a demo: https://www.stacksync.com/book-a-demo --- # Stacksync: SPS Commerce Alternative > Stacksync as an SPS Commerce alternative: EDI trading partners connected to NetSuite, SAP or Microsoft Dynamics 365 Business Central, with each document's status, root-cause errors, one-click replay and alerts. Last updated: 2026-09-29 Page: https://www.stacksync.com/sps-commerce-alternative --- ## Knowledge for AI Agents ### What the page covers - H1: "SPS Commerce alternative for NetSuite and ERP teams" - An at-a-glance comparison with SPS Commerce, what EDI costs with SPS Commerce and TrueCommerce, how Stacksync prices EDI, error visibility, a five-step switch in which both providers stay live and each partner moves after live testing, whether retailers accept a new provider, the legacy EDI contract buyout, notes on TrueCommerce and EasyCom, when to stay on SPS Commerce, and an FAQ. ### Stacksync compared with SPS Commerce (as stated on the page) | Area | Stacksync | SPS Commerce | |---|---|---| | How you pay | Plans are priced on records in sync and active syncs (https://www.stacksync.com/pricing). The EDI quote comes in writing, line by line, before you sign. | Buyers the page quotes describe a monthly subscription plus per-partner, per-document and add-on fees, billed across many small invoices. | | Seeing errors | A dashboard shows each transaction's status, partner, document type and validation result. Failures surface with the root cause. Log retention depends on the plan. | Buyers said they could not see why transactions failed and had no audit trail to search. | | Fixing a failed document | Failures land in a dead-letter queue with full context; fix the cause, then replay in one click. | Buyers said map changes were slow and needed a consultant. | | Alerts | Slack, PagerDuty, email or webhooks. | Buyers described finding errors late. | | ERP connection | Inbound 850, 855, 856 and 810 documents map into NetSuite, SAP, Microsoft Dynamics 365 or a data warehouse, using the connectors Stacksync runs for two-way sync. | Prebuilt integrations to ERP, WMS and accounting systems, a web portal, and direct EDI over AS2, FTP or a VAN. | | Custom documents | The hardest documents are validated on the buyer's own data during scoping, before they commit. | One buyer said its setup could not carry extra data a partner required in the 856. | | Retailer compliance programs | Connects to each trading partner over the channel it uses: AS2, VAN, FTP/SFTP or API. Where a retailer runs its supplier program through SPS Commerce, that partner may still need an SPS-routed connection. | SPS Commerce runs supplier onboarding programs for retailers: it contacts each supplier, then tests and certifies the connection, including for suppliers on their own EDI system. | | Leaving mid-contract | Stacksync can buy out your current contract with SPS Commerce, Cleo, TrueCommerce, or OpenText. Eligibility and terms are confirmed on a call. | The current term and notice period apply. | ### What the page says about cost - SPS Commerce and TrueCommerce publish no price list and quote each account; TrueCommerce describes its pricing as a fixed-price model. The page lists the fee lines buyers said push the bill up, with no figure tied to one buyer: per-partner charges, transaction and add-on fees billed on separate invoices for SPS Commerce, one-time fees per new trading partner and per new map on top of a TrueCommerce subscription (one buyer), and per-document or per-kilocharacter charges from some VANs, which weigh most on small orders. - Stacksync publishes no EDI price on the page. Buyers are told to ask for an itemized written quote (platform, per-partner and one-time items, how documents are counted, included volume) and to set it against their current invoices. On a record-based plan, an inbound order and an outbound update can each count. ### How to switch (five steps on the page) 1. Inventory what you run today: partners, documents, custom maps, contract end date and the last six months of invoices. 2. Check each retailer's requirements, including whether a partner requires an SPS-routed or retailer-certified connection and whether it charges a one-time setup fee. 3. Validate your hardest documents during scoping, against the partner's spec and your ERP data, before you commit. 4. Run both providers in parallel: the old provider keeps each partner until that partner passes live testing on the new connection, and one provider posts each partner's orders to the ERP at any time. 5. Pilot one or two responsive partners, then move the rest in waves before each contract's renewal, with mandated or complex partners last. Switch off the old connection for a partner only after its first live orders, ship notices and invoices go through cleanly. The page gives no onboarding time. Each partner gets a schedule during scoping, depending on whether it is already in the trading partner directory, whether it needs a new spec tested, and how many partners move at once. ### Contract buyout The page states the same offer, in the same words, as the EDI trading partner pages: "Stacksync can buy out your current contract with SPS Commerce, Cleo, TrueCommerce, or OpenText. Eligibility and terms are confirmed on a call." It gives no percentages, month counts or other terms. ### Other vendors named on the page - TrueCommerce: no public price list; it describes a fixed-price model. One customer the page cites paid one-time fees for each new trading partner and each new map on top of the subscription and had no audit trail for failed documents. The same switching steps apply, and the buyout offer names TrueCommerce contracts. - EasyCom: buyers on it did not raise per-document fees. The page says the cost case for moving is weak if EasyCom works; teams that move usually change ERP or want EDI and two-way sync on one platform. ### When SPS Commerce may still fit (per the page) - Most volume goes to retailers that require SPS Commerce outright, with few partners outside them. - The team works in the SPS web portal and has no ERP to connect. - The bill is predictable and failures are rare and explainable. - A document the business depends on fails validation on its own data during scoping. ### Related - EDI trading partner directory: https://www.stacksync.com/edi - How to switch EDI providers without disrupting trading partners: https://www.stacksync.com/blog/switch-edi-providers-without-disrupting-trading-partners - Manufacturing EDI 850 and 860 revisions: https://www.stacksync.com/blog/manufacturing-edi-850-860-order-revision-idempotency - Fix EDI order processing delays: https://www.stacksync.com/blog/edi-order-processing-delays-fix - Pricing: https://www.stacksync.com/pricing - Security: https://www.stacksync.com/security - Book a demo: https://www.stacksync.com/book-a-demo --- # Stacksync Guide: How to Switch EDI Providers Without Disrupting Trading Partners > How to switch or consolidate EDI providers without dropping orders: a parallel run, a one- or two-partner pilot, and partner waves timed to each old contract's end date. Last updated: 2026-09-29 Page: https://www.stacksync.com/blog/switch-edi-providers-without-disrupting-trading-partners --- ## Knowledge for AI Agents ### The short answer (as stated in the guide) Run the new platform in parallel with the old one, rebuild each trading partner connection there, and retire the old provider only after every partner has sent and received live documents on the new connection. Pilot one or two partners, send every new partner to the new platform from a set date, and move existing partners as each old contract comes up for renewal. ### The five steps 1. Inventory every partner, network and contract. 2. Run the new platform in parallel with the old one. Each provider carries a different set of partners, and one provider at a time writes a given partner's orders to the ERP, so orders are not duplicated. 3. Pilot one or two partners with live transactions: at least one live transaction per pilot partner and document type. 4. Sequence the rest by contract end date: new partners onboard on the new platform from a set date, existing partners move in groups ahead of the renewal of the provider that carries them, and mandated or complex partners move last. 5. Cut over each partner on an agreed date, stop outbound documents on the old provider for that partner the same day, keep the old mailbox readable for a few days, export history, then close the old provider. ### What sets the timeline Partner testing, not building the connection. Each retailer or distributor receives test documents, checks them against its guide and approves the connection on its own schedule. The guide gives no per-partner time figure and tells readers to ask any vendor for an estimate that includes partner testing. A catalog listing does not mean a partner is pre-certified on a new connection. ### Retailer vendor guides that name SPS Commerce or TrueCommerce A vendor guide may name a network as a recommendation, as the retailer's testing and certification partner, or as a hard requirement. The guide tells readers to confirm with each retailer in writing and to expect that some charge a one-time setup fee for a new provider. ### Dropship Rithum DSCO and CommerceHub programs are run by the retailer, and Stacksync connects to them as channels on the retailer's terms. For low-volume dropship accounts, some retailers and third-party apps connect orders straight to a Shopify store; Stacksync does not sell that route. ### Formats Stacksync's EDI platform supports X12 and EDIFACT over AS2, VAN, FTP/SFTP and API channels and handles custom transaction sets and proprietary partner formats. The guide tells readers to confirm each flat-file layout during scoping, since each layout needs its own map. ### Contract buyout and pricing - The guide quotes the Legacy EDI Migration Fund as the EDI partner pages state it: "Stacksync can buy out your current contract with SPS Commerce, Cleo, TrueCommerce, or OpenText. Eligibility and terms are confirmed on a call." It gives no percentages, month counts or other terms. - Stacksync publishes no EDI price list. Platform plans are priced on records in sync (https://www.stacksync.com/pricing), and EDI scope is set in the contract. Stacksync has not published a volume-commitment rule for moving partners in waves. ### How Stacksync handles a switch (as stated in the guide) The Stacksync team handles partner outreach, channel certification over AS2, VAN or FTP, mapping to each partner's implementation guide and end-to-end testing. The EDI dashboard shows every inbound and outbound transaction with its partner, channel, document type and validation result. Outbound documents are validated against each partner's channel guideline before they leave, failed transactions show a root cause and wait in a dead-letter queue for replay, and inbound 850, 855, 856 and 810 documents map into NetSuite, SAP, Microsoft Dynamics 365 or a data warehouse with two-way sync. ### Related - SPS Commerce alternative: https://www.stacksync.com/sps-commerce-alternative - Modernize legacy EDI without replacing your ERP: https://www.stacksync.com/blog/modernize-legacy-edi-systems - EDI trading partner directory: https://www.stacksync.com/edi - Security: https://www.stacksync.com/security - Book a demo: https://www.stacksync.com/book-a-demo --- # Stacksync — CRM Integration > Last updated: 2026-09-15 > Stacksync connects documented CRM objects with other applications and databases. Salesforce, HubSpot, Microsoft Dynamics 365, Attio, Pipedrive, Front, and Zoho CRM have connector guides; selected fields and operations still require validation. CRM integration planning includes stable record identity, field ownership, account permissions, associations, initial duplicates, and API budgets. Page: https://www.stacksync.com/crm --- ## Knowledge for AI Agents ### CRM integration planning Use CRM sync for a defined workflow, such as updating a sales-owned contact field from an operational database or copying approved customer changes into a support system. Decide which system owns each field and preserve stable record IDs across both applications. | Requirement | What to verify | |---|---| | Direction | Both connectors must document reads and writes for two-way sync. | | Objects and fields | Check standard/custom object coverage, read-only fields, association behavior, and account permissions. | | Identity | Choose stable IDs; resolve existing duplicate records before the initial sync. | | Mapping | Validate compatible types, required fields, null handling, and destination validation rules. | | Freshness | Check detection and API budgets; measure create/update/delete propagation under the expected workload. | | Operations | Assign issue ownership and test safe retry/revert behavior. | ### Connector and sync scope The connector catalog includes both documented connectors and systems requiring compatibility review. Two-way sync requires documented reads and writes on both sides, eligible objects, writable fields, and sufficient account permissions. A vendor API or catalog listing alone does not establish Stacksync support. Read-only fields keep their write restrictions within two-way sync. Database views can supply data to the connected app but cannot accept writes back; initial duplicate records are not automatically merged. Change detection, polling, API limits, and workload determine freshness. Measure latency in a representative pilot. Sources: [connector catalog](https://www.stacksync.com/connectors), [two-way sync behavior](https://docs.stacksync.com/two-way-sync/features/two-way-sync), [quick start](https://docs.stacksync.com/start-here/quick-start). ### Named CRM and connected systems mentioned on the page - **CRMs:** Salesforce, HubSpot, Zoho CRM, Pipedrive, Zendesk, Microsoft Dynamics 365, Attio, Front CRM, Affinity CRM, Freshsales - **ERP / commerce:** NetSuite, Shopify, Amazon Seller Central - **Email / messaging:** SendGrid - **Databases & warehouses:** Snowflake, PostgreSQL, BigQuery, Supabase, MySQL, MongoDB ### Use cases (linked on page) - CRM Integration - Power Internal Tools - Access NetSuite Data Without APIs - Reliable HubSpot Data - Scale Data Pipelines - Real-Time ETL and Reverse ETL - 3PL Management - EDI ### Customers named on the page Section heading: *"Adopted by fast-scaling companies moving mission-critical data in real time."* Named companies: Gladia, IDEXX, MedPro, Eko, Ubicloud, Vimeo, Codility, ACERTUS, Syringa, Truora, Streaam, SEAL SQ, Rinsed, IA Capital Group, Meter, Golden Pear Funding. ### Other section headings on the page - "Compare leading CRMs head-to-head" - "Explore CRM connectors" - "CRM integration guides and resources" - "Security teams trust Stacksync" ### FAQ The page FAQ covers choosing a CRM integration, which CRM fields can sync in both directions, how Stacksync detects Salesforce changes (Apex triggers where permitted, otherwise incremental polling), separate setup for HubSpot associations, and repairing a rejected CRM update from the Issues dashboard. ### Top CRM connectors - [Salesforce](https://www.stacksync.com/connectors/salesforce) - [HubSpot](https://www.stacksync.com/connectors/hubspot) - [Microsoft Dynamics 365](https://www.stacksync.com/connectors/microsoft-dynamics-365) - [Zendesk](https://www.stacksync.com/connectors/zendesk) - [Attio](https://www.stacksync.com/connectors/attio) - [Pipedrive](https://www.stacksync.com/connectors/pipedrive) - [Zoho CRM](https://www.stacksync.com/connectors/zoho-crm) - [Front](https://www.stacksync.com/connectors/front) --- ## Related - [All connectors](https://www.stacksync.com/connectors): Full connector catalog. - [Two-way sync](https://www.stacksync.com/two-way-sync): Two-way sync behavior, prerequisites, and limitations. ### CRM use cases - [CRM Integration](https://www.stacksync.com/use-case/crm-integration): Integrate and sync CRM data across systems. - [Power Internal Tools](https://www.stacksync.com/use-case/power-internal-tools): Back internal tools with synced CRM data. - [Access NetSuite Data Without APIs](https://www.stacksync.com/use-case/access-netsuite-data-without-apis): Query NetSuite data without writing API calls. - [Reliable HubSpot Data](https://www.stacksync.com/use-case/reliable-hubspot-data): Keep HubSpot data consistent and reliable. - [Scale Data Pipelines](https://www.stacksync.com/use-case/scale-data-pipelines): Build data pipelines that scale. - [Real-Time ETL and Reverse ETL](https://www.stacksync.com/use-case/real-time-etl-and-reverse-etl): Move data in and out of warehouses in real time. - [3PL Management](https://www.stacksync.com/use-case/3pl-management): Manage third-party logistics data flows. - [EDI](https://www.stacksync.com/edi): Electronic data interchange support. ### CRM comparisons (on-page) - [Salesforce vs Front CRM](https://www.stacksync.com/crm/salesforce-vs-front-crm): CRM comparison. - [Salesforce vs Affinity CRM](https://www.stacksync.com/crm/salesforce-vs-affinity-crm): CRM comparison. - [Salesforce vs Zoho CRM](https://www.stacksync.com/crm/salesforce-vs-zoho-crm): CRM comparison. - [HubSpot vs Pipedrive CRM](https://www.stacksync.com/crm/hubspot-vs-pipedrive-crm): CRM comparison. - [HubSpot vs Microsoft Dynamics 365 CRM](https://www.stacksync.com/crm/hubspot-vs-microsoft-dynamics-365-crm): CRM comparison. - [Salesforce vs Zendesk CRM](https://www.stacksync.com/crm/salesforce-vs-zendesk-crm-2025): CRM comparison. - [HubSpot vs Freshsales CRM](https://www.stacksync.com/crm/hubspot-vs-freshsales-crm): CRM comparison. - [HubSpot vs Attio CRM](https://www.stacksync.com/crm/hubspot-vs-attio-crm): CRM comparison. - [HubSpot vs Zendesk CRM](https://www.stacksync.com/crm/hubspot-vs-zendesk-crm): CRM comparison. ### CRM insights (on-page case studies & guides) - [Eko Replaces HubSpot Integration Roadblocks with Stacksync's MySQL Sync](https://www.stacksync.com/crm/hubspot-integration-case-study-eko): HubSpot integration case study. - [Achieve Instant CRM Data in BigQuery with Stacksync](https://www.stacksync.com/crm/achieve-instant-crm-data-bigquery-stacksync): CRM-to-BigQuery sync. - [Supercharge MySQL CRM Sync Performance with Stacksync](https://www.stacksync.com/crm/supercharge-mysql-crm-sync-performance-stacksync): MySQL CRM sync performance. - [Optimize Two-Way Data Synchronization Between CRM, ERP, and Databases](https://www.stacksync.com/crm/optimize-two-way-data-synchronization-between-crm-erp-and-databases): CRM/ERP/database sync. - [Reliable Two-Way Sync Tools Connecting CRM and ERP Systems](https://www.stacksync.com/crm/reliable-two-way-sync-tools-connecting-crm-and-erp-systems): CRM-ERP two-way sync tooling. - [How to Secure the Future of Real-Time CRM Synchronization](https://www.stacksync.com/crm/secure-future-real-time-crm-synchronization): Securing real-time CRM sync. - [Data Integration Platform Comparison Chart for CRM ERP Sync](https://www.stacksync.com/crm/data-integration-platform-comparison-crm-erp-sync): CRM/ERP integration platform comparison. - [How to Master CRM-ERP API Integration Efficiently](https://www.stacksync.com/crm/how-to-master-crm-erp-api-integration): CRM-ERP API integration guide. - [PostgreSQL HubSpot CRM Integration: Complete Guide to Real-Time Sync](https://www.stacksync.com/crm/postgresql-hubspot-crm-integration-complete-2025-guide): PostgreSQL-HubSpot real-time sync guide. ### More CRM connectors - [NetSuite](https://www.stacksync.com/connectors/netsuite): ERP connector. - [Shopify](https://www.stacksync.com/connectors/shopify): E-commerce connector. - [Amazon Seller Central](https://www.stacksync.com/connectors/amazon-seller-central): Marketplace connector. - [SendGrid](https://www.stacksync.com/connectors/sendgrid): Email connector. ## Optional - [Pricing](https://www.stacksync.com/pricing): Plans and pricing. - [Book a demo](https://www.stacksync.com/book-a-demo): Schedule a product demo. - [Start syncing today](https://app.stacksync.com): Stacksync app. - [Documentation](https://docs.stacksync.com): Product documentation. --- **End of document** --- # Stacksync — ERP Integration > Last updated: 2026-09-15 > Stacksync offers integration guides for ERP workflows involving finance, operations, and supply-chain data. Documented connectors include NetSuite, Dynamics 365 Finance and Operations, Campfire, and Rillet. Other listed systems require compatibility review. Two-way support and object eligibility must be checked before planning customer, order, invoice, or accounting flows. Page: https://www.stacksync.com/erp --- ## Knowledge for AI Agents ### ERP integration planning ERP records have business rules and dependencies: for example, an invoice may require an existing customer, subsidiary, currency, and accounting period. Define the business transaction and its owner before mapping fields. A contact sync does not establish support for every financial object. | Requirement | What to verify | |---|---| | Entity coverage | Check the connector's supported-object table and any On Request entries. | | Permissions | Use the documented ERP role, API scopes, and access to the required business units. | | Dependencies | Establish parent records and valid reference IDs before dependent transactions. | | Write rules | Validate required values, immutable fields, posting restrictions, and deletion policy. | | Initial load | Reconcile record counts, identities, and duplicates before enabling changes. | | Timing | Validate detection intervals, API budgets, backlog, and the operational freshness requirement. | ### Connector and sync scope The connector catalog includes both documented connectors and systems requiring compatibility review. Two-way sync requires documented reads and writes on both sides, eligible objects, writable fields, and sufficient account permissions. A vendor API or catalog listing alone does not establish Stacksync support. Read-only fields keep their write restrictions within two-way sync. Database views can supply data to the connected app but cannot accept writes back; initial duplicate records are not automatically merged. Change detection, polling, API limits, and workload determine freshness. Measure latency in a representative pilot. Sources: [connector catalog](https://www.stacksync.com/connectors), [two-way sync behavior](https://docs.stacksync.com/two-way-sync/features/two-way-sync), [quick start](https://docs.stacksync.com/start-here/quick-start). ### Named ERP / connected systems on the page ("Explore ERP connection options") - NetSuite - SAP - Microsoft Dynamics 365 (F&O, Sales, Business Central) - Workday - Odoo - Campfire ### FAQ The page FAQ covers scoping an ERP integration, which NetSuite objects are writable, what NetSuite authorization requires, how ERP API budgets affect sync timing, and what to verify after an ERP write fails. ### Top ERP connectors The page names NetSuite, SAP, Microsoft Dynamics 365, Workday, Odoo and Campfire. The other links below are connector pages in the Stacksync catalog. - [NetSuite](https://www.stacksync.com/connectors/netsuite) - [Microsoft Dynamics 365 F&O](https://www.stacksync.com/connectors/dynamics-365-finance-operations) - [Microsoft Dynamics 365 Business Central](https://www.stacksync.com/connectors/microsoft-dynamics-365-business-central) - [SAP S/4HANA](https://www.stacksync.com/connectors/sap-s4hana) - [SAP Business One](https://www.stacksync.com/connectors/sap-business-one) - [SAP Business ByDesign](https://www.stacksync.com/connectors/sap-business-bydesign) - [Oracle Fusion ERP](https://www.stacksync.com/connectors/oracle-fusion-erp) - [Acumatica](https://www.stacksync.com/connectors/acumatica) - [Odoo](https://www.stacksync.com/connectors/odoo) - [Epicor ERP](https://www.stacksync.com/connectors/epicor-erp) - [Sage Intacct](https://www.stacksync.com/connectors/sage-intacct) - [Sage X3](https://www.stacksync.com/connectors/sage-x3) - [Workday](https://www.stacksync.com/connectors/workday) - [QuickBooks](https://www.stacksync.com/connectors/quickbooks) - [Brightpearl](https://www.stacksync.com/connectors/brightpearl) --- ## Related - [All connectors](https://www.stacksync.com/connectors): Full connector catalog. - [Two-way sync](https://www.stacksync.com/two-way-sync): Two-way sync behavior, prerequisites, and limitations. - [Workflow automation](https://www.stacksync.com/workflow-automation): Automated workflows and API management. ### Use cases - [CRM integration](https://www.stacksync.com/use-case/crm-integration): Sync CRM data with ERPs and databases. - [Power internal tools](https://www.stacksync.com/use-case/power-internal-tools): Back internal tools with synced ERP/CRM data. - [Access NetSuite data without APIs](https://www.stacksync.com/use-case/access-netsuite-data-without-apis): Reach NetSuite data without building API integrations. - [Reliable HubSpot data](https://www.stacksync.com/use-case/reliable-hubspot-data): Keep HubSpot data consistent across systems. - [Scale data pipelines](https://www.stacksync.com/use-case/scale-data-pipelines): Run data pipelines at scale. - [Real-time ETL and reverse ETL](https://www.stacksync.com/use-case/real-time-etl-and-reverse-etl): Real-time ETL and reverse ETL flows. - [3PL management](https://www.stacksync.com/use-case/3pl-management): Sync third-party logistics data. - [EDI](https://www.stacksync.com/use-case/edi): Electronic data interchange integration. ### Industries - [Energy](https://www.stacksync.com/industry/energy) - [Logistics](https://www.stacksync.com/industry/logistics) - [E-Commerce](https://www.stacksync.com/industry/ecommerce) - [Manufacturing](https://www.stacksync.com/industry/manufacturing) - [Technology and SaaS](https://www.stacksync.com/industry/technology-and-saas) - [Insurance](https://www.stacksync.com/industry/insurance) - [Public Sector](https://www.stacksync.com/industry/public-sector) - [Media and Publishing](https://www.stacksync.com/industry/media-and-publishing) ## Optional - [Pricing](https://www.stacksync.com/pricing): Plans and pricing. - [Book a demo](https://www.stacksync.com/book-a-demo): Schedule a product demo. - [Documentation](https://docs.stacksync.com): Product documentation. - [Two-way sync interactive demo](https://www.stacksync.com/two-way-sync): Hands-on two-way sync demo. --- **End of document** --- # Stacksync: HubSpot NetSuite Integration Guide > Guide to HubSpot NetSuite integration: compares HubSpot's native NetSuite integration, Celigo, Workato and Stacksync two-way sync, and covers setup, per-field ownership, internal-ID matching, closed-won deals to NetSuite customers or projects, monitoring, and usage-based pricing (active syncs plus records in sync). Last updated: 2026-09-29 Page: https://www.stacksync.com/blog/hubspot-netsuite-integration --- ## Knowledge for AI Agents ### The four routes (as compared on the page, checked September 2026) | Criterion | HubSpot native integration | Celigo | Workato | Stacksync | |---|---|---|---|---| | How data moves | Native object mappings, one-way or two-way | Flows on a schedule (5 to 55 minutes, or cron); webhook listeners for supported apps and events | Recipes with polling triggers | Continuous two-way sync; measure latency for your objects in a pilot | | Two-way setup | One-way or two-way per object mapping | A separate flow per direction | Loop prevention and reconciliation built into recipe logic | One configuration for both directions, write direction set per field | | Won deal to NetSuite | A deal-based workflow action creates NetSuite sales orders | Prebuilt integration app templates | A recipe you build and maintain | A Stacksync workflow, not the sync mapping, filters closed-won deals; the sync creates the NetSuite customer or project | | Custom fields | Custom field mappings require a Data Hub subscription | Mapped inside each flow | Mapped inside each recipe | No billing cap on objects or fields | A custom API build gives full control, and the team also owns authentication, NetSuite concurrency and governance limits, retries, loop prevention and schema changes. ### Objects - NetSuite Customer, Contact, Vendor and Project (job) have documented read and write support in Stacksync. Sales Order, Invoice and Customer Payment are supported objects; confirm the direction for the account. - HubSpot companies, contacts, deals, line items, products, quotes, invoices, custom objects (on eligible HubSpot plans) and associations sync. Association changes are picked up by full scans unless Associations CDC Boost is set up, which HubSpot Free and Starter cannot use. - Writes to NetSuite Term, Subsidiary, Department and Classification records are listed as coming soon; setting those values on a customer works. ### Setup steps 1. Connect NetSuite with token-based authentication and an integration role that can write every planned object. 2. Connect HubSpot through OAuth as a Super Admin. 3. Pick the object pairs, for example Company to Customer, Contact to Contact, and a closed deal to a Customer or Project. 4. Set write direction per field: HubSpot often owns contact and lifecycle fields; NetSuite owns legal name, subsidiary, terms and credit fields. 5. Match on the NetSuite internal ID stored in a HubSpot property. Stacksync does not merge duplicates that already exist. 6. Fill NetSuite required fields such as payment terms with defaults, and map picklist values. 7. Stacksync backfills existing records when the sync starts; when a field is added later, you choose whether to backfill it for existing records. Test with non-production records, including an edit made in both systems at once, before production. ### Conflicts, failures and alerts - Conflict handling is configurable per object and per field (most recent change wins, or system precedence). Test the policy before go-live. - Rejected writes land in the issues dashboard; retry reads current source values again and does not replay an old payload, or revert. - Smart API rate limits come on every plan; the sync slows and resumes when NetSuite limits push back. - Email notifications on every plan; Slack, WhatsApp, PagerDuty, webhooks, Sentry, Datadog and New Relic on Enterprise. On other plans, a workflow that posts new issues to Slack is something to scope during the proof of concept. No published staleness alert. - Security: the page names SOC 2 Type II, ISO 27001, GDPR and CCPA and points to https://www.stacksync.com/pricing for which plan includes each. ### Pricing and switching - Priced on active syncs and records in sync. HubSpot plus NetSuite is one sync, in one direction or both, and counts as active while it is on. Updates to a record already in sync are unlimited. - Starter $1,000/month billed annually ($1,400 month-to-month), Pro $3,000 ($3,700), Managed Pro $4,200 ($4,900), Enterprise custom. A sandbox sync counts as an active sync while it is on. How a record in sync is counted: https://www.stacksync.com/pricing. - To retire an existing connector: inventory the old flows, rebuild on a sandbox, match existing records on the NetSuite internal ID, and cut over one object at a time. - A contract buyout is available for teams switching from an iPaaS; terms on request. - Other ERPs with HubSpot (Acumatica, Odoo, QuickBooks, Sage 300, Cin7) need a compatibility review of objects and directions. ### Related - HubSpot and NetSuite integration page: https://www.stacksync.com/integrations/hubspot-and-netsuite - Embedded two-way sync for software companies: https://www.stacksync.com/embedded-sync - Celigo alternative: https://www.stacksync.com/celigo-alternative - Workato alternative: https://www.stacksync.com/workato-alternative - Book a demo: https://www.stacksync.com/book-a-demo --- # Stacksync: Shopify NetSuite Integration Guide > Shopify NetSuite integration guide: the NetSuite transaction chain (sales order, customer deposit, item fulfillment, invoice, deposit application, bank deposit), channel customers, order-error fixes, inventory, per-line discounts, refunds and cross-month returns, sandbox testing, multi-store, Amazon read-only, and a comparison of the main connector options: the Oracle NetSuite Connector (formerly FarApp), the Celigo Shopify-NetSuite app, a custom build and Stacksync. Last updated: 2026-09-29 Page: https://www.stacksync.com/blog/two-way-sync-shopify-and-netsuite-comprehensive-real-time-integration-guide --- ## Knowledge for AI Agents ### What the page covers How to post Shopify orders into NetSuite the way finance expects, deciding the transaction chain, the customer model and GL routing for discounts, tax and refunds before mapping fields. It marks which parts use documented connector objects and which are custom workflows to confirm during scoping. ### Decisions (as stated on the page) - Transaction chain: sales order, customer deposit, item fulfillment when the 3PL ships, invoice, deposit application, bank deposit. A cash sale fits same-day shipping from own stock with no deposit trail. The Stacksync NetSuite connector documentation lists Sales Order, Customer Deposit, Item Fulfillment, Invoice, Deposit Application, Deposit, Journal Entry, Credit Memo and Customer Refund as supported; Cash Sale, Cash Refund and Return Authorization are not listed, so confirm a cash-sale design during scoping. Shopify payouts are not a listed Shopify connector object. - Customer model: one channel customer per store for DTC orders, with the ship-to address, the Shopify order number and a link to the Shopify order on each transaction. Wholesale and B2B buyers stay real NetSuite customers. - Order errors: most come from a missing customer, item, location or tax code ("id not found", reported as NLSchemaBeanException). Create or match dependencies in a workflow before the order syncs. Remaining failures appear in the Stacksync Issues dashboard: retry (reads the latest source values), revert or ignore, including in bulk. Look the order up in NetSuite by its Shopify order number before retrying anything that creates a transaction. - Inventory: NetSuite as the system of record, pushing a chosen quantity per mapped location to Shopify, with kit availability computed in NetSuite. The Shopify connector lists Products, Product Variants, Product Media, Orders, Customers and Abandoned Checkouts; inventory push is a workflow to confirm during scoping. No sync alone prevents overselling. - Discounts: one line per discount with the code on the line, each discount type routed to its own GL account. Auto-creating a NetSuite promotion for a new code is a custom workflow, because Promotion Code is not in the documented NetSuite object list. - Refunds: cancelled before fulfillment, close the sales order and refund the deposit; after invoicing, credit memo plus customer refund; with a booked returns reserve, a journal entry against the reserve plus a customer refund and a separate shipping and tax true-up; prior-month returns post in the current open period, agreed with the controller. - Bundles (a SKU that combines a product with a service or subscription): standalone selling price allocation runs inside NetSuite; the integration passes order data and triggers the invoice and does not calculate SSP. - Testing: send real production Shopify orders one way into the NetSuite sandbox with every write back to Shopify turned off, reconcile a parallel run, switch the destination at cutover, and go live one store or channel at a time. - Multi-store and peak: check subsidiaries, item availability, custom fields and store-prefixed IDs before sharing one workflow across stores. Stacksync queues changes, and failed events are retried or parked with context. - Amazon Seller Central: the Stacksync connector reads from Amazon through SP-API objects and reports and does not write back to Amazon. Reconcile settlements on a schedule, and rotate the expiring SP-API client secret. ### Connectors compared on the page Oracle NetSuite Connector (formerly FarApp), the Celigo Shopify-NetSuite app, a custom build and Stacksync, on direction, GL and posting control, buyer-reported issues and best fit. The page suggests running the same test orders through each option: two discounts on one order, a pre-shipment cancellation, a cross-month return and a second store. ### Pricing Stacksync prices on active syncs and records in sync, not per order: Starter $1,000/month billed annually, Pro $3,000, Managed Pro $4,200, Enterprise by quote. An active sync is one pair of connected apps and can carry many objects; each extra Shopify store is its own connection, and so is the NetSuite sandbox while testing. Details: https://www.stacksync.com/pricing. ### Related - NetSuite and Shopify integration page: https://www.stacksync.com/integrations/netsuite-and-shopify - Order-to-cash automation: https://www.stacksync.com/use-case/order-to-cash-automation - Event queues: https://www.stacksync.com/event-queues - Celigo alternative: https://www.stacksync.com/celigo-alternative - Book a demo: https://www.stacksync.com/book-a-demo --- # Stacksync — Database Integration > Last updated: 2026-09-15 > Stacksync connects documented database tables with application and warehouse objects. Database setup depends on the selected engine: PostgreSQL uses logical replication, while other connectors use their documented mechanisms. Two-way sync requires eligible tables and writable fields, appropriate database privileges, stable primary keys, and supported application operations. Measure freshness and validate schema changes before production. Page: https://www.stacksync.com/database --- ## Knowledge for AI Agents ### Database integration planning Database-to-application sync keeps selected records consistent across different data models. Define table identity, field ownership, and destination validation before enabling writes. | Requirement | What to verify | |---|---| | Database identity | For PostgreSQL, use a single-column primary key with a database-generated default; composite keys are unsupported by the connector. | | Change detection | Follow the engine-specific setup; PostgreSQL logical replication requires the documented permissions and configuration. | | PostgreSQL versions | Version 12 and earlier require the pgcrypto extension for tracking-table UUID generation; version 13 and later provide gen_random_uuid() directly. | | Schema changes | Renaming a schema, table, or column requires sync configuration updates. | | Views | Database views can supply data to the connected app but cannot accept writes back; check source-view eligibility separately. | | Validation | Test initial records, incremental changes, deletes, type conversions, throughput, and recovery. | Source: [PostgreSQL permissions](https://docs.stacksync.com/two-way-sync/connectors/postgres/required-permissions). ### Connector and sync scope The connector catalog includes both documented connectors and systems requiring compatibility review. Two-way sync requires documented reads and writes on both sides, eligible objects, writable fields, and sufficient account permissions. A vendor API or catalog listing alone does not establish Stacksync support. Read-only fields keep their write restrictions within two-way sync. Database views can supply data to the connected app but cannot accept writes back; initial duplicate records are not automatically merged. Change detection, polling, API limits, and workload determine freshness. Measure latency in a representative pilot. Sources: [connector catalog](https://www.stacksync.com/connectors), [two-way sync behavior](https://docs.stacksync.com/two-way-sync/features/two-way-sync), [quick start](https://docs.stacksync.com/start-here/quick-start). ### Databases named on the page ("Explore database connectors") | Database | Connector page | |:---|:---| | PostgreSQL | https://www.stacksync.com/connectors/postgresql | | MySQL | https://www.stacksync.com/connectors/mysql | | SQL Server | https://www.stacksync.com/connectors/sql-server | | MongoDB | https://www.stacksync.com/connectors/mongodb | | Oracle DB | https://www.stacksync.com/connectors/oracle-db | | Amazon DynamoDB | https://www.stacksync.com/connectors/amazon-dynamodb | The page also has an FAQ on what database synchronization requires, whether every database connector uses log-based CDC, the primary keys the Postgres connector requires, whether database views can take part in two-way sync, and what happens when a Postgres table or column is renamed. ### Top database connectors - [PostgreSQL](https://www.stacksync.com/connectors/postgresql) - [MySQL](https://www.stacksync.com/connectors/mysql) - [MariaDB](https://www.stacksync.com/connectors/mariadb) - [SQL Server](https://www.stacksync.com/connectors/sql-server) - [MongoDB](https://www.stacksync.com/connectors/mongodb) - [Supabase](https://www.stacksync.com/connectors/supabase) - [Airtable](https://www.stacksync.com/connectors/airtable) - [Amazon RDS](https://www.stacksync.com/connectors/amazon-rds) - [CockroachDB](https://www.stacksync.com/connectors/cockroachdb) - [Google AlloyDB](https://www.stacksync.com/connectors/google-alloydb) - [DynamoDB](https://www.stacksync.com/connectors/dynamo-db) - [IBM Db2](https://www.stacksync.com/connectors/ibm-db2) - [Firebase](https://www.stacksync.com/connectors/firebase) - [Oracle DB](https://www.stacksync.com/connectors/oracle-db) - [Elasticsearch](https://www.stacksync.com/connectors/elasticsearch) --- ## Related - [All connectors](https://www.stacksync.com/connectors): Full connector catalog. - [Two-way sync](https://www.stacksync.com/two-way-sync): Two-way sync behavior, prerequisites, and limitations. - [Real-Time Speed](https://www.stacksync.com/two-way-sync/real-time-speed): Sync freshness considerations; validate timing for the selected connectors. - [Triggers](https://www.stacksync.com/two-way-sync/triggers): Fire workflows/API endpoints on record create, update, delete. - [Issue Management](https://www.stacksync.com/two-way-sync/issue-management): Dashboard to retry or revert sync issues. - [Custom Sync Frequency](https://www.stacksync.com/two-way-sync/custom-sync-frequencies): Real-time or custom sync intervals. - [Smart API Rate Limits](https://www.stacksync.com/two-way-sync/smart-api-rate-limits): Adaptive rate limiting to avoid quota errors. - [Workflow Automation](https://www.stacksync.com/workflow-automation): Build and run automations on synced data. - [Real-Time ETL and Reverse ETL](https://www.stacksync.com/use-case/real-time-etl-and-reverse-etl): Move data between warehouses and apps in real time. - [Scale Data Pipelines](https://www.stacksync.com/use-case/scale-data-pipelines): Scale data pipelines across systems. - [Two-way sync](https://www.stacksync.com/two-way-sync): Real-time, two-way synchronization across enterprise systems and databases. - [PostgreSQL connector](https://www.stacksync.com/connectors/postgresql): Connect a PostgreSQL database. - [Snowflake connector](https://www.stacksync.com/connectors/snowflake): Connect a Snowflake warehouse. - [BigQuery connector](https://www.stacksync.com/connectors/bigquery): Connect a BigQuery warehouse. - [Documentation](https://docs.stacksync.com): Product documentation. ### Database-related guides - [Change Data Capture for Supabase: Real-Time Sync Guide](https://www.stacksync.com/blog/supabase-change-data-capture): CDC-based real-time sync for Supabase. - [Power BI + Dynamics 365: Real-Time CRM & ERP Data Sync](https://www.stacksync.com/blog/database-sync-true-real-time-bi-directional-integration): Real-time Dynamics 365 CRM and ERP data for Power BI reporting. - [Database Synchronization Tools: How to Choose](https://www.stacksync.com/blog/top-database-synchronization-tools-for-reliable-two-way-business-sync): Choosing a database synchronization tool. - [Two-Way Sync Tools 2026: Best Platforms for Real-Time Data Integration](https://www.stacksync.com/blog/2025-best-two-way-sync-tools-a-comprehensive-guide-for-data-integration): Comparison of real-time, two-way data-integration platforms. - [Real-Time Data Synchronization: HubSpot to PostgreSQL Integration Blueprint](https://www.stacksync.com/blog/real-time-data-synchronization-hubspot-to-postgresql-integration-blueprint): HubSpot-to-PostgreSQL field mapping, conflict resolution, security, and scalability. ## Optional - [Start syncing now](https://app.stacksync.com): Create a Stacksync account. - [Book a demo](https://www.stacksync.com/book-a-demo): Talk with a cloud architect. - [Pricing](https://www.stacksync.com/pricing): Plans and pricing. - [Blog](https://www.stacksync.com/blog): All articles. - [Security](https://www.stacksync.com/security): Security overview. - [Compliance](https://www.stacksync.com/compliance): Compliance information. --- **End of document** --- # Stacksync — Database Hosting and Real-Time SQL Access > Last updated: 2026-07-23 > Stacksync Database Hosting combines real-time, two-way database sync > with managed database infrastructure. It mirrors CRM, ERP, payment, and other > SaaS data into Postgres or Snowflake so teams can read and write it with SQL, > while providing independently scalable compute and storage, private > networking, encrypted traffic, snapshots, and replication. Page: https://www.stacksync.com/database-hosting --- ## Knowledge for AI Agents ### Data access and synchronization - Two-way, real-time synchronization between operational databases and business systems. - Databases named on the page include Postgres, MySQL, MongoDB, DynamoDB, Oracle, and SQL Server. - Mirrors CRM, ERP, and payment-system data into Postgres or Snowflake. - Lets teams read and write mirrored SaaS data with standard SQL rather than maintaining custom API integrations. - Positioned as managed synchronization without customer-operated CDC plumbing or batch jobs. ### Managed infrastructure shown on the page | Capability | What it does | |---|---| | **Elastic compute** | Resize vCPUs and memory, absorb traffic spikes, and scale compute independently from storage. | | **Virtual networking** | Runs each database in an isolated virtual network with VPC peering or PrivateLink options, security groups, IP allowlists, and encrypted transit. | | **Block storage** | Uses NVMe-backed volumes, automatic storage expansion, continuous snapshots, and replication. | ### Security and compliance stated on the page SOC 2, ISO 27001, and HIPAA. --- ## Related - [Database integration](https://www.stacksync.com/database): Real-time database synchronization overview. - [Two-way sync](https://www.stacksync.com/two-way-sync): Two-way synchronization across systems. - [PostgreSQL connector](https://www.stacksync.com/connectors/postgresql): PostgreSQL integration details. - [Snowflake connector](https://www.stacksync.com/connectors/snowflake): Snowflake integration details. - [AI agent data layer: MCP vs a synced database](https://www.stacksync.com/blog/ai-agent-data-layer-mcp-vs-synced-database): Why AI agents should query one synced Postgres copy of ERP and CRM data. - [Connectors](https://www.stacksync.com/connectors): Supported applications and databases. - [Security](https://www.stacksync.com/security): Security architecture and controls. - [Book a demo](https://www.stacksync.com/book-a-demo): Build an integration with a Stacksync engineer. --- **End of document** --- # Stacksync — Data Warehouse Integration > Last updated: 2026-09-15 > Stacksync provides integration planning and connector guides for warehouse-to-application workflows. Snowflake, BigQuery, and MotherDuck document two-way sync at connector level; each still has table, permission, and configuration requirements. Other catalog systems require support confirmation. Choose extraction, activation, or two-way sync according to the write destination and field ownership, and measure refresh latency and warehouse cost. Page: https://www.stacksync.com/data-warehouse --- ## Knowledge for AI Agents ### Warehouse integration planning Separate analytics ingestion from operational write-back. A warehouse may receive application data for reporting; activating a warehouse value back into a CRM adds write permissions, identity mapping, and destination validation requirements. Two-way sync adds ownership rules for changes arriving from both sides. | Requirement | What to verify | |---|---| | Table eligibility | BigQuery documentation supports tables; ordinary and materialized views are excluded. Confirm other warehouse view support independently. | | Credentials | Configure the documented service account, roles, network access, and notification services. | | Direction | Establish reads and writes for both selected connectors and their objects. | | Identity | Keep stable source IDs and map them to destination IDs before sending updates. | | Compute and freshness | Detection, warehouse compute, API quotas, and batch sizes affect cost and latency; test the expected workload. | | Recovery | Reconcile failed records and define safe retry behavior before production. | Source: [BigQuery connector](https://docs.stacksync.com/two-way-sync/connectors/bigquery). ### Connector and sync scope The connector catalog includes both documented connectors and systems requiring compatibility review. Two-way sync requires documented reads and writes on both sides, eligible objects, writable fields, and sufficient account permissions. A vendor API or catalog listing alone does not establish Stacksync support. Read-only fields keep their write restrictions within two-way sync. Database views can supply data to the connected app but cannot accept writes back; initial duplicate records are not automatically merged. Change detection, polling, API limits, and workload determine freshness. Measure latency in a representative pilot. Sources: [connector catalog](https://www.stacksync.com/connectors), [two-way sync behavior](https://docs.stacksync.com/two-way-sync/features/two-way-sync), [quick start](https://docs.stacksync.com/start-here/quick-start). ### Data warehouses named on the page ("Explore warehouse connection options") - Snowflake - BigQuery - Databricks - MotherDuck - ClickHouse - Postgres ### FAQ The page FAQ covers how ingestion, reverse ETL and two-way sync differ, whether any Snowflake query or view can be a sync source, whether the BigQuery connector supports views, how to measure warehouse-to-CRM freshness, and whether warehouse-derived scores should be writable in both systems. ### Top data warehouse connectors - [Snowflake](https://www.stacksync.com/connectors/snowflake) - [BigQuery](https://www.stacksync.com/connectors/bigquery) - [Databricks](https://www.stacksync.com/connectors/databricks) - [MotherDuck](https://www.stacksync.com/connectors/motherduck) --- ## Related - [All connectors](https://www.stacksync.com/connectors): Full connector catalog. - [Two-way sync](https://www.stacksync.com/two-way-sync): Two-way sync behavior, prerequisites, and limitations. - [Real-Time ETL and Reverse ETL](https://www.stacksync.com/use-case/real-time-etl-and-reverse-etl): Use case for warehouse ETL/reverse ETL with two-way sync. - [Scale Data Pipelines](https://www.stacksync.com/use-case/scale-data-pipelines): Use case for scaling data pipelines. ### Warehouse guides (blog) - [BigQuery Reverse ETL Limits Exposed](https://www.stacksync.com/blog/bigquery-reverse-etl-limits-exposed-stacksync-solution): BigQuery reverse ETL limits and Stacksync's solution. - [Cut Snowflake Sync Costs by 40%](https://www.stacksync.com/blog/cut-snowflake-sync-costs-40-real-time-stacksync): Reducing Snowflake sync costs with real-time sync. - [Cut Snowflake-to-CRM Sync Delays](https://www.stacksync.com/blog/cut-snowflaketocrm-sync-delays-stacksync-realtime): Reducing Snowflake-to-CRM sync delays. - [HubSpot Data Warehouse Connector — Real-Time Sync](https://www.stacksync.com/blog/hubspot-data-warehouse-connector-realtime-sync): HubSpot data warehouse connector with real-time sync. - [Introducing the MotherDuck connector](https://www.stacksync.com/blog/introducing-the-motherduck-connector): MotherDuck connector announcement. - [Snowflake Operational Data Activation Made Instant with Sync](https://www.stacksync.com/blog/snowflake-operational-data-activation-made-instant-sync): Activating Snowflake data in operational systems. ## Optional - [Pricing](https://www.stacksync.com/pricing): Pricing page (FAQ at https://www.stacksync.com/pricing#faq). - [Documentation](https://docs.stacksync.com/): Product documentation. - [Book a demo](https://www.stacksync.com/book-a-demo): Talk with a cloud architect / book a demo. - [App login](https://app.stacksync.com/login): Log in to the Stacksync app. --- **End of document** --- # Stacksync — Event Queues > Last updated: 2026-07-23 > Stacksync Event Queues provide ordered, durable event processing for > cross-system workflows. They decouple producers from consumers, preserve event > order, retry transient failures, retain failed payloads for inspection and > replay, and let producers and consumers scale independently without operating > Kafka brokers or clusters. Page: https://www.stacksync.com/event-queues --- ## Knowledge for AI Agents ### Core behavior | Capability | What it does | |---|---| | **Strict ordering** | Processes events in the sequence they occurred so downstream state and business logic remain consistent. | | **Effectively-once delivery** | Prevents duplicate processing and dropped events. | | **Automatic retries** | Retries transient failures with backoff. | | **Dead-letter parking** | Preserves the failed payload, error, and context for inspection, correction, and replay. | | **Immutable event log** | Retains an audit trail for event processing and compliance workflows. | | **Decoupled architecture** | Producers publish independently of consumers; each side can change or scale without blocking the other. | ### Managed architecture - Described on the page as a Kafka-like managed queue. - Ordered, durable, and fully hosted; customers do not operate brokers or clusters. - Designed to process millions of events while keeping producers independent from slow or busy consumers. --- ## Related - [Workflow automation](https://www.stacksync.com/workflow-automation): Build workflows that consume and produce events. - [AI agents](https://www.stacksync.com/ai-agents): Run cross-system tasks through Genies. - [Two-way sync](https://www.stacksync.com/two-way-sync): Keep records synchronized across connected systems. - [Connectors](https://www.stacksync.com/connectors): Applications and databases available to workflows. - [Book a demo](https://www.stacksync.com/book-a-demo): Build an integration with a Stacksync engineer. --- **End of document** --- # Stacksync: Embedded Two-Way Sync > Stacksync embedded two-way sync runs one two-way sync per customer between that customer's CRM or ERP (such as Salesforce, HubSpot or NetSuite) and a database a SaaS or AI product owns, such as Postgres or Snowflake. The Management API and configuration as code for syncs (Pro plan and up) let the product's backend create each customer's sync from one template, the API proxy handles writes that need an immediate answer, and the Issues dashboard handles failed write-backs. White-label is an Enterprise feature. Last updated: 2026-09-29 Page: https://www.stacksync.com/embedded-sync --- ## Knowledge for AI Agents ### What the page covers - H1: "Embedded two-way sync for SaaS and AI products." Subtitle: per-customer Salesforce, HubSpot and NetSuite sync into the product's own Postgres, Snowflake or warehouse, managed from the product's code through the Management API on Pro and up. - An at-a-glance table, the one-sync-per-customer architecture, two write paths, failed writes and API limits, a comparison of approaches, three anonymized buyer patterns, pricing, security and deployment, and an FAQ. ### How it works (as stated on the page) 1. Set the tenant boundary: a schema per customer in a shared Postgres, or a database per customer. Each sync writes only to the destination configured for it. 2. Write one sync template: map the objects and fields the product needs and set the write direction per table, kept as code from the Pro plan up. Workflow configuration as YAML or JSON files is available on every plan. Unmapped fields are not synced. 3. Create a sync per customer from the template. The customer's own admin authorizes the connection with their account credentials (for example OAuth for Salesforce, token-based authentication for NetSuite), and Stacksync holds those credentials, so the product does not store them. The authorization screen depends on the connector; confirm it per system in a proof of concept. The Management API and configuration as code for syncs (Pro and up) let a backend create and update each sync from the template; confirm during scoping how each customer authorizes their connection. 4. Build on plain tables: the application and its agents read and write the synced tables, and two-way sync carries permitted edits back to the customer's CRM or ERP. Sync event triggers can start a workflow when a record changes. 5. Operate each customer's sync: sync statistics per customer, failed writes in the Issues dashboard, and alerts by email on every plan or to Slack, webhooks, PagerDuty and other tools on Enterprise. ### Write paths - Two-way sync: updates to existing records, bulk changes, and anything the product can apply by editing a row. A rejected write appears in the Issues dashboard. - API proxy: creates and deletes where the caller needs the result in the same request, such as an AI agent that must know whether a new record was accepted. Daily call limits depend on the plan, with unlimited calls on Enterprise (see https://www.stacksync.com/pricing). - Failed writes: retry after the cause is fixed, revert to the other system's value, or ignore, with bulk actions and API-based resolution. - API limits: reads hit the product's database, the sync spends API calls on changes, and smart API rate limits cap the requests each sync sends to a customer's app. ### Approaches compared on the page Build in-house, unified API (e.g. Merge), integration infrastructure (e.g. Nango), embedded iPaaS (e.g. Paragon, Workato Embedded) and embedded two-way sync (Stacksync). The page lists what each approach provides and what to check, and does not state other vendors' prices. ### Alternatives to Paragon for custom objects (as stated on the page) - Alternatives: unified APIs such as Merge, integration infrastructure such as Nango, embedded iPaaS such as Workato Embedded, and embedded two-way sync with Stacksync. - Stacksync syncs Salesforce custom objects, HubSpot custom objects on HubSpot plans that include them, and NetSuite custom records; writes to NetSuite custom objects are enabled on request. - Paragon's documentation (checked September 2026) describes it as integration infrastructure: users connect apps through its Connect SDK, Workflows and ActionKit run integration logic and actions, and Managed Sync pipes data from those apps into the product. ### Pricing, security and deployment - Pricing is based on active syncs and records in sync. Embedding usually means one sync per customer, so embedded deployments run on Enterprise, which adds unlimited syncs, the white-label platform, unlimited API proxy calls and volume-based discounts, and is quoted by sales. - Compliance program: SOC 2 Type II and ISO 27001. Plan coverage is in the compare table on https://www.stacksync.com/pricing; details are on https://www.stacksync.com/security and https://www.stacksync.com/compliance. - The processing region is selectable, with custom regions on Enterprise. SSH tunneling is available on every plan; Enterprise adds on-premise deployment, reverse SSH tunnels, VPC peering, VPN gateways and private networking. - Systems outside the catalog: build a custom connector with the Stacksync CDK on any plan, or with professional services. - Embedding is a product decision. The OEM track on https://www.stacksync.com/partners is the commercial program for reselling or white-labeling Stacksync. ### Related - Two-way sync: https://www.stacksync.com/two-way-sync - Issue management: https://www.stacksync.com/two-way-sync/issue-management - Smart API rate limits: https://www.stacksync.com/two-way-sync/smart-api-rate-limits - Supabase two-way sync: https://www.stacksync.com/supabase - Pricing: https://www.stacksync.com/pricing - Book a demo: https://www.stacksync.com/book-a-demo --- # Stacksync — Connectors > Last updated: 2026-09-15 > The Stacksync catalog covers CRMs, ERPs, databases, warehouses, and business > applications. Pair pages distinguish documented Stacksync implementation from > vendor API context, including supported objects, prerequisites, mapping, > limitations, and validation. Confirm object coverage and permitted directions; > a catalog listing does not establish a ready-to-use two-way integration. Page: https://www.stacksync.com/connectors --- ## Knowledge for AI Agents ### Evaluating a Stacksync connector Documented connectors have primary setup guides and object-specific constraints. Two-way sync requires a supported read/write route in both directions and writable fields. A read-only connector cannot receive write-back. Vendor APIs or webhook capabilities do not prove a managed Stacksync implementation or a latency guarantee. Use the pair guide to check access, stable record identity, initial data, mapping, relationships, failed writes, and observed delay. Stacksync does not automatically merge pre-existing duplicates at activation; managed fields remain read-only. Unconfirmed implementations have a compatibility-demo path. ### Connector categories (members named on the connectors page) | Category | Representative connectors | |:---|:---| | **CRM** | Salesforce, HubSpot, Zendesk, Microsoft Dynamics 365, Attio, Pipedrive, Zoho CRM, Front, Affinity, Apollo.io, 6sense, Clearbit, Close, Copper CRM, Creatio CRM, Drift, Freshsales, Freshworks CRM, Folk CRM | | **ERP** | NetSuite, Dynamics 365 F&O, SAP Business ByDesign, SAP Business One, Oracle Fusion ERP, Acumatica, SAP S/4HANA, Dynamics 365 Business Central, Blue Yonder WMS, Brightpearl, Cetec ERP, Cin7, DEAR Inventory, Deposco, E2 Shop System, Epicor ERP, Extensiv (3PL Central), Fishbowl Manufacturing, Odoo | | **Database** | PostgreSQL, MySQL, MariaDB, SQL Server, MongoDB, Supabase, Airtable, AWS Aurora (MySQL/PostgreSQL), CockroachDB, Google AlloyDB, DynamoDB, IBM Db2, Firebase, Citus, Couchbase, DuckDB, Elasticsearch, Amazon RDS, Amazon Lightsail | | **Data Warehouse** | Snowflake, BigQuery, Databricks, MotherDuck, AWS S3, Amazon Redshift, Azure Synapse Analytics, Actian Vector, Apache Doris/Druid/Hive/Impala/Kylin/Pinot, ClickHouse, Cloudera Data Platform, Dremio, Exasol, Firebolt | | **Accounting & Finance** | Rillet, Chargebee, Workday, Anaplan | | **Business Productivity** | Amazon Seller Central, SendGrid, Campfire, Twilio, GitHub, Atlassian, Braze, ConnectWise, Aviato, Customer.io, eClinicalWorks | | **EDI & Supply Chain** | EDI exchanges handled via the [EDI product](https://www.stacksync.com/edi) (e.g. Orderful) and WMS connectors | ### Notes - **SuiteAnalytics** is offered as a NetSuite analytics connector (query ERP data via ODBC, JDBC, ADO.NET). - The connectors page also surfaces curated 2-system pairings, e.g. Salesforce + PostgreSQL, HubSpot + Supabase, HubSpot + Snowflake, NetSuite + PostgreSQL, Salesforce + Zendesk, NetSuite + HubSpot. - Compliance badges shown: SOC 2, GDPR, HIPAA, ISO 27001, CCPA, DPF. - The on-page list is paginated. The authoritative, current URL catalog is the [connector sitemap](https://www.stacksync.com/connectors/sitemap.xml). - The A–Z list below is a curated snapshot of connector pages. --- ## Curated connector catalog (A–Z) - [6sense](https://www.stacksync.com/connectors/6sense) - [Actian Vector](https://www.stacksync.com/connectors/actian-vector) - [Acumatica](https://www.stacksync.com/connectors/acumatica) - [Affinity](https://www.stacksync.com/connectors/affinity) - [Airtable](https://www.stacksync.com/connectors/airtable) - [Amazon Aurora](https://www.stacksync.com/connectors/amazon-aurora) - [Amazon Lightsail](https://www.stacksync.com/connectors/amazon-lightsail) - [Amazon RDS](https://www.stacksync.com/connectors/amazon-rds) - [Amazon Redshift](https://www.stacksync.com/connectors/amazon-redshift) - [Amazon Seller Central](https://www.stacksync.com/connectors/amazon-seller-central) - [Anaplan](https://www.stacksync.com/connectors/anaplan) - [Apache Cassandra](https://www.stacksync.com/connectors/apache-cassandra) - [Apache Doris](https://www.stacksync.com/connectors/apache-doris) - [Apache Druid](https://www.stacksync.com/connectors/apache-druid) - [Apache Hive](https://www.stacksync.com/connectors/apache-hive) - [Apache Impala](https://www.stacksync.com/connectors/apache-impala) - [Apache Kylin](https://www.stacksync.com/connectors/apache-kylin) - [Apache Pinot](https://www.stacksync.com/connectors/apache-pinot) - [Apollo.io](https://www.stacksync.com/connectors/apollo-io) - [Atlassian](https://www.stacksync.com/connectors/atlassian) - [Attio](https://www.stacksync.com/connectors/attio) - [Aviato](https://www.stacksync.com/connectors/aviato) - [AWS Aurora MySQL](https://www.stacksync.com/connectors/aws-aurora-mysql) - [AWS Aurora PostgreSQL](https://www.stacksync.com/connectors/aws-aurora-postgresql) - [AWS S3](https://www.stacksync.com/connectors/aws-s3) - [Azure Cosmos DB](https://www.stacksync.com/connectors/azure-cosmos-db) - [Azure SQL Database](https://www.stacksync.com/connectors/azure-sql-database) - [Azure Synapse Analytics](https://www.stacksync.com/connectors/azure-synapse-analytics) - [BigQuery](https://www.stacksync.com/connectors/bigquery) - [Blue Yonder WMS](https://www.stacksync.com/connectors/blue-yonder-wms) - [Braze](https://www.stacksync.com/connectors/braze) - [Brightpearl](https://www.stacksync.com/connectors/brightpearl) - [Campfire](https://www.stacksync.com/connectors/campfire) - [Cetec ERP](https://www.stacksync.com/connectors/cetec-erp) - [Chargebee](https://www.stacksync.com/connectors/chargebee) - [Cin7](https://www.stacksync.com/connectors/cin7) - [Citus](https://www.stacksync.com/connectors/citus) - [Clearbit](https://www.stacksync.com/connectors/clearbit) - [ClickHouse](https://www.stacksync.com/connectors/clickhouse) - [Close](https://www.stacksync.com/connectors/close) - [Cloudera Data Platform](https://www.stacksync.com/connectors/cloudera-data-platform) - [CockroachDB](https://www.stacksync.com/connectors/cockroachdb) - [ConnectWise](https://www.stacksync.com/connectors/connectwise) - [Copper CRM](https://www.stacksync.com/connectors/copper-crm) - [Couchbase](https://www.stacksync.com/connectors/couchbase) - [Creatio CRM](https://www.stacksync.com/connectors/creatio-crm) - [Customer.io](https://www.stacksync.com/connectors/customer-io) - [Databricks](https://www.stacksync.com/connectors/databricks) - [DEAR Inventory](https://www.stacksync.com/connectors/dear-inventory) - [Deposco](https://www.stacksync.com/connectors/deposco) - [Dremio](https://www.stacksync.com/connectors/dremio) - [Drift](https://www.stacksync.com/connectors/drift) - [DuckDB](https://www.stacksync.com/connectors/duckdb) - [Dynamics 365 Finance & Operations](https://www.stacksync.com/connectors/dynamics-365-finance-operations) - [DynamoDB](https://www.stacksync.com/connectors/dynamo-db) - [E2 Shop System](https://www.stacksync.com/connectors/e2-shop-system) - [eClinicalWorks](https://www.stacksync.com/connectors/eclinicalworks) - [Elasticsearch](https://www.stacksync.com/connectors/elasticsearch) - [Epicor ERP](https://www.stacksync.com/connectors/epicor-erp) - [Exasol](https://www.stacksync.com/connectors/exasol) - [Extensiv (3PL Central)](https://www.stacksync.com/connectors/extensiv-3pl-central) - [Firebase](https://www.stacksync.com/connectors/firebase) - [Firebolt](https://www.stacksync.com/connectors/firebolt) - [Fishbowl Manufacturing](https://www.stacksync.com/connectors/fishbowl-manufacturing) - [Folk CRM](https://www.stacksync.com/connectors/folk-crm) - [Freshsales](https://www.stacksync.com/connectors/freshsales) - [Freshworks CRM](https://www.stacksync.com/connectors/freshworks-crm) - [Front](https://www.stacksync.com/connectors/front) - [Full Enrich](https://www.stacksync.com/connectors/full-enrich) - [GitHub](https://www.stacksync.com/connectors/github) - [Gladly](https://www.stacksync.com/connectors/gladly) - [Global Shop Solutions](https://www.stacksync.com/connectors/global-shop-solutions) - [Google AlloyDB](https://www.stacksync.com/connectors/google-alloydb) - [Google Cloud Platform](https://www.stacksync.com/connectors/google-cloud-platform) - [Google Cloud Spanner](https://www.stacksync.com/connectors/google-cloud-spanner) - [Google Cloud SQL](https://www.stacksync.com/connectors/google-cloud-sql) - [Google Sheets](https://www.stacksync.com/connectors/google-sheets) - [Gorgias](https://www.stacksync.com/connectors/gorgias) - [Greenplum](https://www.stacksync.com/connectors/greenplum) - [HubSpot](https://www.stacksync.com/connectors/hubspot) - [Hyperline](https://www.stacksync.com/connectors/hyperline) - [IBM AS400](https://www.stacksync.com/connectors/ibm-as400) - [IBM Db2](https://www.stacksync.com/connectors/ibm-db2) - [IBM Informix](https://www.stacksync.com/connectors/ibm-informix) - [IBM Netezza](https://www.stacksync.com/connectors/ibm-netezza) - [InfluxDB](https://www.stacksync.com/connectors/influxdb) - [Infor CloudSuite](https://www.stacksync.com/connectors/infor-cloudsuite) - [Infor CRM](https://www.stacksync.com/connectors/infor-crm) - [Infor LN](https://www.stacksync.com/connectors/infor-ln) - [Infor M3](https://www.stacksync.com/connectors/infor-m3) - [Infor WMS](https://www.stacksync.com/connectors/infor-wms) - [Insightly](https://www.stacksync.com/connectors/insightly) - [Intercom](https://www.stacksync.com/connectors/intercom) - [InterSystems IRIS](https://www.stacksync.com/connectors/intersystems-iris) - [IQMS / DELMIAworks](https://www.stacksync.com/connectors/iqms-delmiaworks) - [JobBOSS2](https://www.stacksync.com/connectors/jobboss2) - [Klaviyo](https://www.stacksync.com/connectors/klaviyo) - [Kommo](https://www.stacksync.com/connectors/kommo) - [Körber WMS](https://www.stacksync.com/connectors/korber-wms) - [Kustomer](https://www.stacksync.com/connectors/kustomer) - [Lemlist](https://www.stacksync.com/connectors/lemlist) - [Linnworks](https://www.stacksync.com/connectors/linnworks) - [Logiwa WMS](https://www.stacksync.com/connectors/logiwa-wms) - [Lusha](https://www.stacksync.com/connectors/lusha) - [Macola ERP](https://www.stacksync.com/connectors/macola-erp) - [Manhattan Associates WMS](https://www.stacksync.com/connectors/manhattan-associates-wms) - [MariaDB](https://www.stacksync.com/connectors/mariadb) - [MarkLogic](https://www.stacksync.com/connectors/marklogic) - [Materialize](https://www.stacksync.com/connectors/materialize) - [Microsoft 365](https://www.stacksync.com/connectors/microsoft-365) - [Microsoft Dynamics 365](https://www.stacksync.com/connectors/microsoft-dynamics-365) - [Microsoft Dynamics 365 Business Central](https://www.stacksync.com/connectors/microsoft-dynamics-365-business-central) - [Microsoft Dynamics 365 Sales](https://www.stacksync.com/connectors/microsoft-dynamics-365-sales) - [Microsoft Dynamics GP](https://www.stacksync.com/connectors/microsoft-dynamics-gp) - [Microsoft Dynamics NAV](https://www.stacksync.com/connectors/microsoft-dynamics-nav) - [Microsoft Teams](https://www.stacksync.com/connectors/microsoft-teams) - [MongoDB](https://www.stacksync.com/connectors/mongodb) - [MotherDuck](https://www.stacksync.com/connectors/motherduck) - [MySQL](https://www.stacksync.com/connectors/mysql) - [Neo4j](https://www.stacksync.com/connectors/neo4j) - [NetSuite](https://www.stacksync.com/connectors/netsuite) - [NextGen Healthcare](https://www.stacksync.com/connectors/nextgen-healthcare) - [Nimble](https://www.stacksync.com/connectors/nimble) - [Nutshell](https://www.stacksync.com/connectors/nutshell) - [OCI Database](https://www.stacksync.com/connectors/oci-database) - [Odoo](https://www.stacksync.com/connectors/odoo) - [OpenSearch](https://www.stacksync.com/connectors/opensearch) - [Oracle CX Sales](https://www.stacksync.com/connectors/oracle-cx-sales) - [Oracle DB](https://www.stacksync.com/connectors/oracle-db) - [Oracle Fusion ERP](https://www.stacksync.com/connectors/oracle-fusion-erp) - [Orderful](https://www.stacksync.com/connectors/orderful) - [Outreach](https://www.stacksync.com/connectors/outreach) - [Pigment](https://www.stacksync.com/connectors/pigment) - [Pipedrive](https://www.stacksync.com/connectors/pipedrive) - [Plex ERP](https://www.stacksync.com/connectors/plex-erp) - [Postgres on Heroku](https://www.stacksync.com/connectors/postgres-heroku) - [PostgreSQL](https://www.stacksync.com/connectors/postgresql) - [QAD ERP](https://www.stacksync.com/connectors/qad-erp) - [QuickBooks](https://www.stacksync.com/connectors/quickbooks) - [RavenDB](https://www.stacksync.com/connectors/ravendb) - [Redis Enterprise](https://www.stacksync.com/connectors/redis-enterprise) - [Resend](https://www.stacksync.com/connectors/resend) - [Rillet](https://www.stacksync.com/connectors/rillet) - [Rockset](https://www.stacksync.com/connectors/rockset) - [Rootstock ERP](https://www.stacksync.com/connectors/rootstock-erp) - [Sage 100](https://www.stacksync.com/connectors/sage-100) - [Sage 300](https://www.stacksync.com/connectors/sage-300) - [Sage Intacct](https://www.stacksync.com/connectors/sage-intacct) - [Sage X3](https://www.stacksync.com/connectors/sage-x3) - [Salesforce](https://www.stacksync.com/connectors/salesforce) - [Salesloft](https://www.stacksync.com/connectors/salesloft) - [Salesmate](https://www.stacksync.com/connectors/salesmate) - [SAP](https://www.stacksync.com/connectors/sap) - [SAP ASE (Sybase)](https://www.stacksync.com/connectors/sap-ase-sybase) - [SAP Business ByDesign](https://www.stacksync.com/connectors/sap-business-bydesign) - [SAP Business One](https://www.stacksync.com/connectors/sap-business-one) - [SAP S/4HANA](https://www.stacksync.com/connectors/sap-s4hana) - [SAP Sales Cloud](https://www.stacksync.com/connectors/sap-sales-cloud) - [Scaleway Postgres](https://www.stacksync.com/connectors/scaleway-postgres) - [SendGrid](https://www.stacksync.com/connectors/sendgrid) - [ServiceNow](https://www.stacksync.com/connectors/servicenow) - [Shopify](https://www.stacksync.com/connectors/shopify) - [SingleStore](https://www.stacksync.com/connectors/singlestore) - [Slack](https://www.stacksync.com/connectors/slack) - [SnapFulfil](https://www.stacksync.com/connectors/snapfulfil) - [Snowflake](https://www.stacksync.com/connectors/snowflake) - [SQL Server](https://www.stacksync.com/connectors/sql-server) - [Starburst Enterprise](https://www.stacksync.com/connectors/starburst-enterprise) - [StarRocks](https://www.stacksync.com/connectors/starrocks) - [Streak CRM](https://www.stacksync.com/connectors/streak-crm) - [Stripe](https://www.stacksync.com/connectors/stripe) - [SugarCRM](https://www.stacksync.com/connectors/sugarcrm) - [SuiteAnalytics](https://www.stacksync.com/connectors/suite-analytics) - [Supabase](https://www.stacksync.com/connectors/supabase) - [SYSPRO](https://www.stacksync.com/connectors/syspro) - [Teradata Vantage](https://www.stacksync.com/connectors/teradata-vantage) - [TiDB](https://www.stacksync.com/connectors/tidb) - [TikTok](https://www.stacksync.com/connectors/tiktok) - [TimescaleDB](https://www.stacksync.com/connectors/timescaledb) - [Tinybird](https://www.stacksync.com/connectors/tinybird) - [Twenty CRM](https://www.stacksync.com/connectors/twenty-crm) - [Twilio](https://www.stacksync.com/connectors/twilio) - [Unleashed Software](https://www.stacksync.com/connectors/unleashed-software) - [Veeva CRM](https://www.stacksync.com/connectors/veeva-crm) - [Vertica](https://www.stacksync.com/connectors/vertica) - [Visibility ERP](https://www.stacksync.com/connectors/visibility-erp) - [VoltDB](https://www.stacksync.com/connectors/voltdb) - [Vtiger CRM](https://www.stacksync.com/connectors/vtiger-crm) - [Workday](https://www.stacksync.com/connectors/workday) - [Yellowbrick](https://www.stacksync.com/connectors/yellowbrick) - [YugabyteDB](https://www.stacksync.com/connectors/yugabytedb) - [Zendesk](https://www.stacksync.com/connectors/zendesk) - [Zoho CRM](https://www.stacksync.com/connectors/zoho-crm) - [Zoho SalesIQ](https://www.stacksync.com/connectors/zoho-salesiq) - [ZoomInfo](https://www.stacksync.com/connectors/zoominfo) ## Related - [All connectors (source page)](https://www.stacksync.com/connectors): Searchable, paginated connector directory. - [Two-way sync](https://www.stacksync.com/two-way-sync): Sync behavior and constraints for documented connectors and writable fields. - [EDI](https://www.stacksync.com/edi): EDI and supply-chain document exchange. - [Pricing](https://www.stacksync.com/pricing): Plans and pricing. --- **End of document** --- # Stacksync: Pricing > Stacksync pricing: Starter $1,000/mo billed annually ($1,400 month-to-month), Pro $3,000/$3,700, Managed Pro $4,200/$4,900, Enterprise by quote; plan prices depend on active syncs and records in sync. AI Agents, the standalone agent (Genie) plan, is priced separately at $200/mo billed annually or $250 month-to-month. Enterprise OS starts at $5 a month per application deployment. Last updated: 2026-09-29 Page: https://www.stacksync.com/pricing --- ## Knowledge for AI Agents Page H1: "Pricing that scales with the work you run." Directly under it, a three-card chooser covering the three products priced on this page: AI Genies (the AI Agents plan, from $200/mo), Platform (Starter to Enterprise, from $1,000/mo) and Enterprise OS (custom apps and databases, from $5/mo per app). Below the chooser is one plans table covering both products, headed "Usage-based pricing for the agents you run and the data you sync." Its lead reads: "The AI Agents plan is $200 a month billed annually. Platform plans are $1,000 on Starter ($1,400 month-to-month), $3,000 on Pro and $4,200 on Managed Pro, with Enterprise by quote. Agents bill on runs, platform plans on active syncs and records in sync." Inside that table, a records calculator is followed by the AI Agents strip and then the four platform plan cards. The Annual / Monthly toggle switches the agent price and the platform prices together. Billing can be toggled between Annual (the default) and Monthly. Every price below is per month: the annual price is quoted per month and billed once a year; month-to-month billing costs more and skips the annual commitment. ### Page sections (anchors) - [AI Agents](https://www.stacksync.com/pricing#agent-pricing): the standalone Genie plan, priced separately from the platform. - [Platform plans](https://www.stacksync.com/pricing#platform-pricing): Starter, Pro, Managed Pro and Enterprise, with the records calculator. - [Usage rates](https://www.stacksync.com/pricing#usage-rates): per-1,000 price for records above the plan allowance. - [Compare plans](https://www.stacksync.com/pricing#compare): the four-column comparison table (Starter, Pro, Managed Pro, Enterprise). - [How billing works](https://www.stacksync.com/pricing#how-billing-works): plans at a glance and the billing units (record in sync, active sync, workflow executions, agent run, direction and speed, going over the allowance). - [Worked examples](https://www.stacksync.com/pricing#worked-examples): list prices at 50K, 100K, 500K, 1M and 2M records, plus Enterprise quote scenarios. - [Monthly vs annual](https://www.stacksync.com/pricing#monthly-vs-annual): both billing terms per plan and the yearly difference. - [Trials and POC](https://www.stacksync.com/pricing#trials-and-poc): self-serve sign-up, demos and the guided proof of concept. - [Add-ons](https://www.stacksync.com/pricing#add-ons): what costs extra and what is already included. - [EDI](https://www.stacksync.com/pricing#edi): how EDI trading partners are priced. ### Connector and sync scope The connector catalog includes both documented connectors and systems requiring compatibility review. Two-way sync requires documented reads and writes on both sides, eligible objects, writable fields, and sufficient account permissions. A vendor API or catalog listing alone does not establish Stacksync support. Read-only fields keep their write restrictions within two-way sync. Database views can supply data to the connected app but cannot accept writes back; initial duplicate records are not automatically merged. Change detection, polling, API limits, and workload determine freshness. Measure latency in a representative pilot. Sources: [connector catalog](https://www.stacksync.com/connectors), [two-way sync behavior](https://docs.stacksync.com/two-way-sync/features/two-way-sync), [quick start](https://docs.stacksync.com/start-here/quick-start). ### Plans at a glance | Plan | Billed annually | Month-to-month | Active syncs | Records in sync included | CTA | |---|---|---|---|---|---| | Starter | $1,000/mo | $1,400/mo | 1 | 50K | Sign up | | Pro (Recommended) | $3,000/mo | $3,700/mo | 3 | 1M | Book a demo | | Managed Pro (Recommended) | $4,200/mo | $4,900/mo | 3 | 1M | Book a demo | | Enterprise | Quote | Quote | Unlimited | Custom | Contact us | - Starter includes: 1 active sync, 50K records in sync, workflow automation, basic connectors, community support. Starter has self-serve sign-up. - Pro adds (everything in Starter, plus): 3 active syncs, 1M records in sync, SOC 2 Type II, ISO 27001 and HIPAA, Management API and Configuration as Code, live support in a dedicated Slack channel, processing regions. - Managed Pro adds (everything in Pro, plus): a dedicated engineering team that runs your integrations end to end, a dedicated integration lead who defines the system blueprint, a live support team in a dedicated Slack channel, incident response, and multiple processing regions. - Enterprise adds (everything in Pro, plus): unlimited syncs, enterprise connectors, SSO and SCIM, a support hotline, a dedicated solutions architect, custom processing regions, volume-based discounts and SLAs. - Collaborator limits and log retention differ by plan; the comparison table lists them per plan. ### AI Agents, the standalone agent (Genie) plan Genies are priced on their own, separately from the platform: a buyer on the agent plan is not also paying for a platform subscription. There is one plan, not a ladder. Runs are the billing unit. A run is one complete job an agent carries out, from the trigger to the last action it takes; retries inside a run are not charged again. | Plan | Billed annually | Month-to-month | Genies | Runs per month | CTA | |---|---|---|---|---|---| | AI Agents | $200/mo | $250/mo | Unlimited | 1,000 | Start free trial | The AI Agents plan includes Unlimited Genies, 1,000 runs per month, unlimited concurrent runs, a 14-day free trial, access control and guardrails, run history and an audit log, and community support. The price is $200 a month billed once a year, or $250 month-to-month. There is no free agent plan: the free entry point is the trial. Genies can also be added to a platform plan instead of bought standalone; see Add-ons. ### Enterprise OS Enterprise OS deploys custom applications on Stacksync's own infrastructure, alongside the syncs and the agents. It starts at $5 a month for each application deployment. Managed databases are priced on size and no list price is published for them. SOC 2 compliant ### Usage-based pricing: additional records in sync (price per thousand) | Records in sync (volume) | Price per thousand | |---|---| | 0–50k | Included | | 50k–150k | $8 | | 150k–1M | $2 | | 1M–10M | $0.90 | | 10M–100M | $0.40 | | 100M+ | $0.10 | - Billing model: priced on (1) the number of active syncs and (2) the number of records in sync each month. Each plan includes an allowance of both; records above the allowance are billed per 1,000 at the rates above, and the rate drops at each volume tier. The Service Consumption Table in the Stacksync docs (https://docs.stacksync.com/security-and-other-resources/legal/service-consumption-tables) sets the price of each billed unit above a plan's allowance, including additional active syncs, workflows, queues, AI agents (Genies), MCP gateways and AI credits. - "Pricing per additional thousand records in sync. When a record is in sync, it can be updated an unlimited number of times without charge." - Sync direction does not change the price. Real-time two-way sync and configurable write direction are on every plan, so a two-way sync costs the same as a one-way sync. - Records in tables or objects left out of a sync are not records in sync, so choosing only the tables you need keeps the count down. - A buyer can move to a larger plan at any time; downgrades follow the term in the order form. ### Definitions (from FAQ) - Record in sync (synced record): a record counts when it is present at the beginning of the month or when it syncs for the first time. A record synced between two apps counts once: 100 records synced between Salesforce and Postgres are 100 records in sync, not 200. Updates to a synced record are unlimited and free. The page makes no claim about records synced across three or more apps, chained syncs, unchanged rows or the initial backfill. - Active sync: a sync is a pair of apps (for example Salesforce and Postgres = one sync). It can hold as many tables, objects, fields and columns as you choose; actual object eligibility and writability still depend on the connectors. A sync counts as active while it is turned on. - Workflow executions: workflows have their own allowance per plan, separate from records in sync; the comparison table lists workflows and executions per plan. ### Worked examples (billed annually, list prices) | Scenario | Plan | Price | |---|---|---| | One Salesforce to Postgres sync, 50,000 records | Starter | $1,000/mo (inside the 50K allowance) | | One HubSpot to Postgres sync, 100,000 records | Starter | $1,400/mo | | One NetSuite to Postgres sync, 500,000 records | Starter | $2,500/mo | | Salesforce to Postgres, 1 million records | Pro | $3,000/mo (inside the 1M allowance) | | Salesforce to Postgres, 2 million records | Pro | $3,900/mo | | Salesforce to Postgres, 2 million records, run by Stacksync engineers | Managed Pro | $5,100/mo | | 25 million records across several syncs | Enterprise | Quote, with volume-based discounts | | 1 billion records a month, real-time, across four syncs | Enterprise | Quote, with volume-based discounts | Each price is the plan price plus the per-1,000 usage rates for records above the plan allowance. At 1 million records the calculator moves a buyer from Starter to Pro. Past the calculator's range, Enterprise is quoted. ### Monthly vs annual | Plan | Billed annually | Month-to-month | |---|---|---| | Starter | $1,000/mo | $1,400/mo | | Pro | $3,000/mo | $3,700/mo | | Managed Pro | $4,200/mo | $4,900/mo | Enterprise is priced by quote, and its contract term is set in that quote. ### Trials and POC Starter has self-serve sign-up. Pro, Managed Pro and Enterprise start with a demo, and larger projects move on to a guided proof of concept (POC) led by Stacksync integration engineers, who validate the use case, configure the integration and check that data flows correctly. POC terms, including length, price and whether the POC counts toward a plan, are available on request. All plans include onboarding support. ### Add-ons - Records above the allowance: billed per 1,000 at the usage rates. - Additional active syncs: billed per active sync above the plan allowance, at the rate in the Service Consumption Table. - A dedicated engineering team: the Managed Pro plan. - Custom connectors: built with the connector development kit (CDK), included on every plan. - Private networking, VPC peering and on-premise deployment: Enterprise plan. - AI agents (Genies): buy them on their own on the AI Agents plan above, at $200/mo billed annually or $250 month-to-month, or add them to a platform plan, where each plan includes a Genie allowance and extra Genies, Genie runs and AI credits are billed at the rates in the Service Consumption Table. See https://www.stacksync.com/ai-agents. - EDI trading partners: quoted for the partner network. ### EDI pricing Stacksync does not publish a per-trading-partner price list. EDI is quoted for the buyer's whole network, however many trading partners it has, based on the number of partners, the document types exchanged and the monthly document volume. See https://www.stacksync.com/edi. ### Plan comparison: selected limits by tier (Starter / Pro / Managed Pro / Enterprise) The on-page comparison table has four columns: Starter, Pro, Managed Pro and Enterprise. Managed Pro mirrors Pro on platform features and adds the managed service. - Two-way sync: number of syncs 1 / 3 / 3 / Unlimited; synced records 50K / 1M / 1M / Custom. Real-time sync, configurable write direction, two-way syncs, automatic data backfill, edit sync configuration, sync event triggers, issues dashboard, sync statistics and metrics, smart API rate limits, and basic connectors are on every tier. Early access to Preview integrations is Pro and above; enterprise connectors are Enterprise only. - Workflow automation: number of workflows 5 / 25 / 25 / Unlimited; workflow executions have a per-plan allowance listed in the table. Managed message queues 1k / 5k / 5k / 10M events per minute per queue; number of managed queues 1 / 5 / 5 / Unlimited. YAML/JSON configuration, asynchronous and synchronous executions, replay of failed workflows, versioning, log explorer, variables and secrets, basic connectors, the API management suite and custom connectors built with the CDK are on every tier. "Store logs in your own storage", enterprise connectors and Autonomous AI Agents for CDK are Enterprise only. - API proxy: access on every tier; rate limit 50k / 150k / 150k calls per day / Unlimited. - Platform: collaborators per workspace, the processing-region choice and log retention are listed per plan (processing-region choice widens by plan, up to custom regions on Enterprise). Environments (Dev, Staging, Production) 1 / 1 / 1 / 3. The monitoring dashboard is Pro and above. SLAs are Managed Pro and Enterprise. Cloud provider choice (GCP, AWS or Azure), audit logs, on-premise deployment, GovCloud solutions and the whitelabel platform are Enterprise only. A "No data retention" policy is listed on every tier; https://www.stacksync.com/security explains what it covers (the sync path) and what persists (undelivered payloads and events, logs for the plan's retention period, encrypted connection credentials, sync state such as record IDs and change-detection fingerprints, and any database or queue a customer hosts on Stacksync). Notifications and alerting: email on Starter, Pro and Managed Pro; Enterprise adds Slack, WhatsApp, PagerDuty, Webhooks, Sentry, Datadog and New Relic. - Security: passwordless and social logins, RBAC and SSH tunneling on every tier. MFA, IP whitelisting and SSL certificates are Pro and above. SSO and SCIM, reverse SSH tunnels (annual contract only), VPC peering, VPN gateway, AWS Transit gateway, GCP CloudSQL proxy and private networking (PrivateLink, Azure Private Link, Google PSC) are Enterprise only. - Compliance: GDPR and CCPA on every tier; SOC 2 Type II, ISO 27001, HIPAA and DPF US-EU-UK-CH are Pro and above. - Extensibility: Stacksync's Management API and Configuration as Code (for syncs and for workflows) are Pro and above; Infrastructure as Code via GitHub is Enterprise only. - Support: documentation and the Slack community on every tier. A dedicated Slack support channel (and Slack Connect) is Pro and above. The "Email, chat and phone, up to 24/7 support" row is Managed Pro and Enterprise. Solutions architect: on demand (Starter, Pro), a dedicated integration lead (Managed Pro), dedicated during setup and monthly (Enterprise). ### FAQ facts The FAQ has three tabs: Pricing (shown first), General and Privacy. - Pricing tab: how much Stacksync costs per month; whether a record is counted twice when it syncs between two apps (no: 100 records are 100 records in sync); whether two-way or real-time sync costs more than one-way (no; sync direction does not change the price); what happens above the record allowance (per-1,000 usage rates; a buyer can move to a larger plan at any time, and downgrades follow the order-form term); what 1 million Salesforce records synced to Postgres cost (Pro, $3,000/mo billed annually, or $3,900/mo at 2 million records); how to try Stacksync before committing (Starter self-serve sign-up; a demo, then a guided POC with terms on request, for larger projects); EDI pricing per trading partner (quoted for the whole partner network from the partner count, document types and monthly volume; no per-partner price list); hidden or extra fees (no hidden fees: the order form lists every fee; records above the allowance follow the usage rates, additional active syncs, AI agents and the other billed units are priced in the Service Consumption Table, and EDI is quoted for the partner network). - General tab: how two-way sync keeps records consistent; what a synced record and an active sync are; which systems connect (on-premise deployment is on the Enterprise plan); workflow automation. - Privacy tab (worded from /security): TLS 1.2+ in transit and AES-256 at rest; the sync path keeps no copy, while undelivered payloads and events, logs, encrypted credentials, sync state and opt-in hosted databases or queues persist; compliance by plan, with HIPAA workloads under a Business Associate Agreement; processing-region choice by plan, with the region list, control-plane location and egress IPs available on request; activity tracking and the log explorer on every plan, with audit logs on the plan the comparison table lists. - Stacksync provides application and database integrations; connector coverage, deployment requirements and plan eligibility must be checked for the selected systems. --- ## Pricing & Plans - [Stacksync Pricing](https://www.stacksync.com/pricing): This page: plans (Starter, Pro, Managed Pro, Enterprise), usage-based records-in-sync rates, billing guide, worked examples, plan comparison table and FAQ. - [Book a demo](https://www.stacksync.com/book-a-demo): Demo and contact form; CTA for Pro, Managed Pro and Enterprise plans. - [Security & Trust](https://www.stacksync.com/security): Security controls by plan, data handling and the SOC 2 report under NDA. - [Log in](https://app.stacksync.com/login): Sign in to the Stacksync application. - [Start syncing today](https://app.stacksync.com): Stacksync application sign-up entry point. --- ## Product - [Two-Way Sync](https://www.stacksync.com/two-way-sync): Real-time two-way data sync product overview. - [Workflow Automation](https://www.stacksync.com/workflow-automation): No-code/pro-code workflow automation triggered by data events. - [Real-Time Speed](https://www.stacksync.com/two-way-sync/real-time-speed): Real-time sync speed and standard/custom object support. - [Triggers](https://www.stacksync.com/two-way-sync/triggers): Sync event triggers feature. - [Issue Management](https://www.stacksync.com/two-way-sync/issue-management): Sync issue management and dashboard. - [Custom Sync Frequency](https://www.stacksync.com/two-way-sync/custom-sync-frequencies): Configurable sync frequencies. - [Smart API Rate Limits](https://www.stacksync.com/two-way-sync/smart-api-rate-limits): Automatic API rate-limit handling. - [Automate Anything](https://www.stacksync.com/workflow-automation/automate-anything): Workflow automation use cases. - [API Management](https://www.stacksync.com/workflow-automation/api-management): API management suite for workflows. - [Version Control](https://www.stacksync.com/workflow-automation/version-control): Workflow versioning. - [Replay Failed Workflows](https://www.stacksync.com/workflow-automation/replay-failed-workflows): Re-run failed workflow executions. - [Event Queues](https://www.stacksync.com/event-queues): Managed, ordered event queues. - [Log Explorer](https://www.stacksync.com/workflow-automation/log-explorer): Workflow execution log exploration. --- ## Platform - [Security](https://www.stacksync.com/security): Security overview, data handling and controls by plan. - [Compliance](https://www.stacksync.com/compliance): Compliance frameworks (SOC2, ISO27001, HIPAA, GDPR, CCPA, DPF). --- ## Connectors & Integrations - [Explore all connectors](https://www.stacksync.com/connectors): Connector catalog with support status and setup requirements. - [Salesforce connector](https://www.stacksync.com/connectors/salesforce): Salesforce two-way sync connector. - [HubSpot connector](https://www.stacksync.com/connectors/hubspot): HubSpot connector. - [NetSuite connector](https://www.stacksync.com/connectors/netsuite): NetSuite connector. - [Snowflake connector](https://www.stacksync.com/connectors/snowflake): Snowflake connector. - [PostgreSQL connector](https://www.stacksync.com/connectors/postgresql): PostgreSQL connector. - [BigQuery connector](https://www.stacksync.com/connectors/bigquery): Google BigQuery connector. - [Zendesk connector](https://www.stacksync.com/connectors/zendesk): Zendesk connector. - [Supabase connector](https://www.stacksync.com/connectors/supabase): Supabase connector. - [MySQL connector](https://www.stacksync.com/connectors/mysql): MySQL connector. - [MongoDB connector](https://www.stacksync.com/connectors/mongodb): MongoDB connector. - [Shopify connector](https://www.stacksync.com/connectors/shopify): Shopify connector. - [Attio connector](https://www.stacksync.com/connectors/attio): Attio connector. - [Salesforce and PostgreSQL integration](https://www.stacksync.com/integrations/postgresql-and-salesforce): Salesforce–PostgreSQL integration. - [HubSpot and Supabase integration](https://www.stacksync.com/integrations/hubspot-and-supabase): HubSpot–Supabase integration requirements and compatibility review. - [HubSpot and Snowflake integration](https://www.stacksync.com/integrations/hubspot-and-snowflake): HubSpot–Snowflake integration. - [NetSuite and PostgreSQL integration](https://www.stacksync.com/integrations/netsuite-and-postgresql): NetSuite–PostgreSQL integration. - [Salesforce and Zendesk integration](https://www.stacksync.com/integrations/salesforce-and-zendesk): Salesforce–Zendesk integration. - [NetSuite and HubSpot integration](https://www.stacksync.com/integrations/hubspot-and-netsuite): NetSuite–HubSpot integration. --- ## Resources - [Documentation](https://docs.stacksync.com): Product documentation. - [Blog and customer stories](https://www.stacksync.com/blog): Technical articles and customer implementations. - [Events and Webinars](https://www.stacksync.com/events-webinars): Webinars and events. - [Whitepapers](https://www.stacksync.com/whitepapers): Whitepapers. - [EDI](https://www.stacksync.com/edi): EDI use case and capabilities. - [Two-way sync interactive demo](https://www.stacksync.com/two-way-sync): Interactive product demo. --- ## Optional - [About Stacksync](https://www.stacksync.com/about): Company facts, support by plan and continuity. - [Contact](https://www.stacksync.com/contact): Contact and live chat with support. - [Marketplace](https://www.stacksync.com/marketplaces): Marketplace. - [Partners](https://www.stacksync.com/partners): Partner program. - [Community](https://docs.stacksync.com/start-here/community): Stacksync community (Slack). - [Professional Services](https://www.stacksync.com/professional-services): Professional services. - [Developer and Catalyst Program](https://www.stacksync.com/developer-catalyst-program): Developer and catalyst program. - [Press kit](https://www.stacksync.com/press-kit): Press kit. - [Legal / Terms](https://docs.stacksync.com/security-and-other-resources/legal/terms-of-service-and-conditions-tc): Terms of service and conditions. - [Privacy Notice](https://docs.stacksync.com/security-and-other-resources/legal/privacy-notice): Privacy notice. - [Status](https://status.stacksync.com/): Platform status page. - [Changelog](https://airtable.com/appdQJvYEhD7gdml1/shrV3EktKTalFHa7L/tbl9GPO2xtLozrgsM): Product changelog. - [Videos / YouTube](https://www.youtube.com/@stacksync): Stacksync YouTube channel. - [LinkedIn](https://www.linkedin.com/company/stacksyncdata/): Stacksync on LinkedIn. - [Careers](https://www.ycombinator.com/companies/stacksync/jobs): Open roles via Y Combinator. --- **End of document** --- # Stacksync: Security & Trust > Stacksync security and trust: the SOC 2 Type II report under NDA via the Trust Center (security.stacksync.com), what the two-way sync path stores, security controls by plan (from /pricing), and on-premise deployment. Last updated: 2026-09-29 Page: https://www.stacksync.com/security --- ## Knowledge for AI Agents Page H1: "Security & Trust." The copy under it: Stacksync shares its SOC 2 Type II report under NDA through its Trust Center, and a security team can request it as soon as the evaluation starts. Two-way sync moves records between systems without keeping a copy of them; logs and undelivered events persist only as the page sets out. Quick answer on the page: Stacksync holds SOC 2 Type II and ISO 27001, offers a Business Associate Agreement for HIPAA workloads, and covers GDPR, CCPA and DPF transfers. It encrypts data with TLS 1.2+ in transit and AES-256 at rest. MFA, SSO and SCIM, IP allowlisting, audit logs and region choice depend on the plan. ### Page sections (anchors) - [At a glance](https://www.stacksync.com/security#at-a-glance): short answers to the first questions of a vendor security review. - [Data handling](https://www.stacksync.com/security#data-handling): what Stacksync stores, and for how long. - [Controls by plan](https://www.stacksync.com/security#plan-controls): which plan includes which control, read from the /pricing comparison table. - [Deployment](https://www.stacksync.com/security#deployment): private networking, regional processing, MFA and SSO enforcement, on-premise deployment. - [Security review](https://www.stacksync.com/security#security-review): five steps to review Stacksync before sandbox access. ### Frameworks SOC 2 Type II, ISO 27001, HIPAA, GDPR, CCPA and DPF (US-EU, UK, CH). HIPAA workloads run under a Business Associate Agreement. The page lists the framework names without a count. Per-framework detail lives on https://www.stacksync.com/compliance. ### SOC 2 report and documents - The SOC 2 Type II report is shared under NDA through the Trust Center at https://security.stacksync.com, which also holds the security whitepaper, the subprocessor list and audit reports. Buyers are told to request it when the evaluation starts and to check the audit period against what their own auditors need. - The Data Processing Addendum, privacy notice and terms of service sit in the Stacksync docs. ### Data handling - Records in the sync path: Stacksync reads a change from one system and writes it to the other, and keeps no copy of the records once the write lands. The "No data retention" policy listed on every plan in the /pricing comparison table covers this path. - Five other places can hold data for a while: 1. Undelivered payloads and events: when a destination is down or rate-limits a write, Stacksync holds the sync payload or workflow event only as long as it needs to deliver it. Failed records are inspected in the Issues dashboard and retried or reverted. 2. Logs: sync and workflow logs are kept for the retention period the plan sets. Storing logs in the customer's own storage is on the Enterprise plan. 3. Connection credentials: Stacksync stores OAuth tokens, API keys and database passwords encrypted. They can be revoked or rotated in the source system at any time. 4. Sync state: the record IDs and change-detection fingerprints a sync needs to match records between the two systems and to detect changes. 5. Data the customer chooses to host: a database (https://www.stacksync.com/database-hosting) or event queue (https://www.stacksync.com/event-queues) run on Stacksync stores data by design; those products sit outside the sync path and are opt-in. - Encryption: TLS 1.2+ in transit, AES-256 at rest. ### Controls by plan (per the /pricing comparison table) - Access: passwordless and social logins and RBAC on every plan; MFA on Pro and up; SSO and SCIM on Enterprise only. - Network: SSH tunneling on every plan; IP allowlisting and SSL certificates on Pro and up; VPC peering, VPN gateway and private networking (AWS PrivateLink, Azure Private Link, Google PSC) on Enterprise only. - Data, logs and deployment: log retention is set per plan; storing logs in your own storage, audit logs, cloud-provider choice (GCP, AWS or Azure) and on-premise deployment are Enterprise only. Processing-region choice widens by plan, up to every region including custom locations on Enterprise. - Compliance: GDPR and CCPA on every plan; SOC 2 Type II, ISO 27001, HIPAA and DPF US-EU-UK-CH on Pro and up. - The page tells buyers to read the column for the plan they intend to buy, because some controls and frameworks start above Starter. ### Connections, regions and deployment - Connection options: OAuth 2, SSH tunneling (including through a bastion host), SSL certificates, IP allowlisting, VPN gateway and VPC peering, plus private networking on Enterprise. - Processing regions: the customer selects the region for the workspace. The page gives no region count or region names; it tells buyers to ask for the current region list, the control-plane location and the egress IPs to allowlist during the review, and to write an EU-only requirement into the DPA. - EU and GDPR: Stacksync offers EU processing regions, signs a Data Processing Addendum as a GDPR processor and is DPF-certified for US, EU, UK and Swiss transfers. - FedRAMP and GovCloud: FedRAMP is not among the frameworks the page lists. Government contractors are told to raise FedRAMP and GovCloud requirements before a POC and get the answer in writing. On-premise deployment is on the Enterprise plan for data that must stay in the customer's own data center. - Access to customer systems: Stacksync reaches them through the integration user or OAuth app the customer creates, scoped to the objects the sync needs, and stores those credentials encrypted. Revoking or rotating that user stops access. The page tells buyers to get Stacksync's staff-access terms written into the DPA or contract. ### Security review (five steps on the page) 1. Request the documents: SOC 2 Type II report (under NDA), security whitepaper, subprocessor list and audit reports from the Trust Center; DPA, privacy notice and terms from the docs. 2. Create a scoped integration user in Salesforce, NetSuite, HubSpot or the database, limited to the objects the sync reads and writes. 3. Settle vendor-staff access terms in the DPA or contract; RBAC sets what each of the customer's own users can change. 4. Choose region, network and plan, then read the plan table for MFA, SSO and SCIM, audit logs and log retention. 5. Bring the security questionnaire to a demo call so the review runs next to the technical evaluation. ### FAQ (questions on the page) - How do we get Stacksync's SOC 2 Type II report? Request it under NDA through the Trust Center at security.stacksync.com when the evaluation starts, and check the audit period. - Does Stacksync store my Salesforce data or just pass it through? The sync path passes records through and keeps no copy; undelivered payloads and events, logs, encrypted credentials, sync state (record IDs and change-detection fingerprints) and opt-in hosted databases or queues persist. - Which Stacksync plans include SOC 2, ISO 27001 and HIPAA coverage? GDPR and CCPA on every plan; SOC 2 Type II, ISO 27001, HIPAA and DPF on Pro and up. - Are SSO, SCIM and MFA available on every Stacksync plan? No: MFA on Pro and up, SSO and SCIM on Enterprise only, IP allowlisting on Pro and up. - Can Stacksync keep processing in the EU for GDPR? Yes, with EU processing regions, a DPA and DPF certification. - How does Stacksync govern its AI features? With the platform controls: role-based access, approval steps that hold a write until a person signs off, and the log explorer for each run; two-way sync and workflows can be built by hand when AI is out of scope. Details: https://www.stacksync.com/security/ai-agents - Does the processing region cover AI inference? Not as published: the region covers sync processing, and where AI inference for Stacksync AI Copilot and Genies runs is to be confirmed in security review. - How does Stacksync access our systems? Through the integration user or OAuth app the customer creates, scoped to the objects the sync needs; staff-access terms go into the DPA or contract. - What should government contractors check about FedRAMP and GovCloud? Raise both before a POC and get the answer in writing; FedRAMP is not among the frameworks the page lists. - What security documents should we request before giving an integration vendor sandbox access? The SOC 2 Type II report with its audit period, the ISO 27001 certificate, the security whitepaper, the DPA and the subprocessor list. --- ## Security resources (from this page) - [Trust Center](https://security.stacksync.com/): SOC 2 Type II report under NDA, subprocessor list, audit reports and policies. - [Data Processing Addendum (DPA)](https://docs.stacksync.com/security-and-other-resources/legal/data-processing-addendum-dpa): Stacksync data processing addendum. - [Privacy policy](https://docs.stacksync.com/security-and-other-resources/legal/privacy-notice): Stacksync privacy notice. - [Terms of service](https://docs.stacksync.com/security-and-other-resources/legal/terms-of-service-and-conditions-tc): Stacksync terms of service and conditions. - [Issues dashboard docs](https://docs.stacksync.com/two-way-sync/features/issues-dashboard): inspect, retry or revert failed records. - [AI agent governance](https://www.stacksync.com/security/ai-agents): approvals, access, logs and AI scope for Stacksync AI Copilot and Genies. ## Related reading - [Compliance](https://www.stacksync.com/compliance): Frameworks and data protection standards (SOC 2 Type II, ISO 27001, GDPR, HIPAA, CCPA, DPF). - [Pricing and plan comparison](https://www.stacksync.com/pricing#compare): the table the controls-by-plan section reads from. - [Two-way sync](https://www.stacksync.com/two-way-sync): how two-way sync works. - [GDPR and two-way CRM sync](https://www.stacksync.com/blog/ensuring-gdpr-compliance-with-bidirectional-crm-synchronization): GDPR considerations for bidirectional CRM sync. - [Stacksync company facts and funding](https://www.stacksync.com/about): Y Combinator backing, headquarters, support by plan and continuity. ## Contact & status - [Book a demo](https://www.stacksync.com/book-a-demo): Bring a security questionnaire to a call with Stacksync engineers. - [Contact](https://www.stacksync.com/contact): Email, chat and other ways to reach Stacksync. - [Documentation](https://docs.stacksync.com/): Stacksync product documentation. - [Status](https://status.stacksync.com/): Stacksync platform status page. --- **End of document** --- # Stacksync: AI Agent Governance > How Stacksync governs its AI Copilot and Genies: approval steps, role-based access, the log explorer, plan-gated audit logs, and building two-way sync and workflows with AI out of scope. Last updated: 2026-09-29 Page: https://www.stacksync.com/security/ai-agents --- ## Knowledge for AI Agents ### What the page covers - H1: "AI agent governance at Stacksync." - A quick answer, an at-a-glance table, then sections on the three product names, approvals and access, audit, data flow and compliance, running with AI out of scope, and keeping PII and PHI away from agents. It closes with an FAQ for security reviewers. ### Three names security reviews mix up - **Stacksync AI Copilot** is the builder. A user describes an integration or workflow in a prompt, and it builds it in the Stacksync workflow builder, where the team can open it, edit it in no-code or pro-code and version it. - **Genies** are Stacksync AI agents. They read the connected systems and act across them, running workflows, two-way sync and EDI tasks. - **Microsoft Copilot** is a Microsoft product with no link to Stacksync AI Copilot or Genies. Stacksync reaches Dynamics 365 and other Microsoft apps through connectors. - A fourth path: if a company connects its own assistant, such as Claude, ChatGPT or Gemini, to its synced data, for example through a Postgres connection or MCP, that assistant's provider processes the prompts and whatever the assistant reads back, under the company's own agreement with that provider. ### Controls (as stated on the page) | Control | What the page states | |---|---| | Approval steps | An approval step pauses a run with the full payload until a person approves, rejects or edits it; the run then continues from where it stopped. Stacksync logs each decision with the person who made it. | | Approval rules | Thresholds live in the customer's workflow logic, for example a condition that routes only vendor bills above a chosen amount to a reviewer. Stacksync has no global approval-threshold setting. | | Access | Role-based access control on every plan decides who can build, run and deploy workflows. SSO and SCIM come with the Enterprise plan. | | Environments | The Enterprise plan adds separate Dev, Staging and Production environments, so a Genie can be tested against sandbox data first. | | Log explorer | On every plan. It shows each run, its steps and where it failed, and a failed run can be replayed after the cause is fixed. | | Audit logs | The /pricing compare table lists audit logs of user and configuration activity on the Enterprise plan. | | Log retention | Depends on the plan. Enterprise can store logs in the customer's own storage under its own retention policy. | | Alerts | Email on every plan. Enterprise adds Slack, PagerDuty, webhooks, Sentry, Datadog and other channels. | ### Worked example: a NetSuite write held for approval 1. A Genie reads a closed-won deal in the CRM and drafts the NetSuite customer record. 2. An approval step holds the draft for a finance reviewer. 3. On approval, the workflow creates the customer in NetSuite. 4. A Slack step tells the sales team the account exists. ### Checking for duplicates and gaps The page describes a check the customer builds with the same tools: before a write, look up the NetSuite vendor bill by vendor and invoice number and stop or route to approval if it exists; on a schedule, have a workflow or a Genie compare posted bills with the source records and flag duplicates, missing bills and mismatched amounts; send the flags to the process owner through Slack or email. Stacksync does not sell this monitoring as a prebuilt agent. ### Compliance and data flow - The page states that Stacksync holds SOC 2 Type II and ISO 27001 and supports HIPAA-aligned deployments under a Business Associate Agreement (BAA), listed on the Pro plan and up per the /pricing compare table; GDPR and CCPA apply on every plan. Whether the AI Copilot and Genies sit inside the SOC 2 report scope and the BAA is confirmed in writing during security review. Encryption and processing regions are described on /security, and each framework has a page under /compliance. - The page does not yet name the model providers, the inference region, AI data retention periods or training terms. It lists five questions to get answered in writing during a security review and to check against the Data Processing Addendum and the sub-processor list in the Stacksync Trust Center (https://security.stacksync.com). It notes that the processing region selected on /security covers sync processing, and that /security does not yet state where AI inference runs. The five questions: which model providers power the AI Copilot and Genies and whether they are on the subprocessor list; where inference runs relative to the selected processing region; what is kept from prompts, Copilot chats and agent runs, for how long, and whether it can be exported; whether any provider may train on the data; and whether the AI features in use sit inside the SOC 2 report's system description and the BAA. ### Running with AI out of scope Two-way sync and workflows can be built by hand in the no-code builder or in pro-code, without the AI Copilot or Genies. Two-way sync follows the field mappings and write directions the customer configures. A company with a policy against AI can raise it during scoping and ask for the proof of concept to run without AI features, on a sandbox copy of the system if production data must stay out. ### Keeping PII and PHI away from agents - Map only the fields a sync or workflow needs; fields left out of the mapping never reach a Genie. - Stacksync has no built-in masking setting. To mask or hash a value, transform it in a pro-code step. - Role-based access control limits who can build, run and deploy workflows that touch sensitive systems. ### Questions the FAQ answers - Is Stacksync AI Copilot the same as Microsoft Copilot? - Does our data go to OpenAI or Anthropic when we use AI in Stacksync? - How do I make an AI agent wait for a human to approve a NetSuite write? - Can we see every action an AI agent took? - How do I check that an agent did not create a duplicate NetSuite vendor bill? - Can we use Stacksync with AI features out of scope? - Are the AI Copilot and Genies covered by SOC 2 and HIPAA? - How do we keep SSNs and other PII away from AI agents? ### Related - [AI agents (Genies)](https://www.stacksync.com/ai-agents): What Genies do, approvals, logs and example workflows. - [Security](https://www.stacksync.com/security): Encryption, access control, secure connectivity and processing regions. - [Compliance](https://www.stacksync.com/compliance): Framework pages, including [HIPAA](https://www.stacksync.com/compliance/hipaa). - [Pricing](https://www.stacksync.com/pricing): Plan compare table for audit logs, SSO and SCIM, environments and frameworks. - [Book a demo](https://www.stacksync.com/book-a-demo): Walk through a security questionnaire with the Stacksync team. --- # Stacksync — Compliance > Last updated: 2026-06-01 > Stacksync's compliance page presents the certifications and data protection standards the platform maintains for enterprise data sync and automation. Listed frameworks include SOC 2 Type II, ISO 27001, GDPR, HIPAA, CCPA, and the EU-US/UK/Swiss Data Privacy Framework (DPF). Each framework links to a dedicated detail page, and audit/trust documentation is available through the Stacksync trust center. Legal documents (Privacy Notice, DPA, Terms, Security whitepaper) are linked from the page. Page: https://www.stacksync.com/compliance --- ## Knowledge for AI Agents Page H1: "Enterprise grade compliance without compromise" Subheadline: "Stay ahead of regulatory requirements with globally recognized certifications and data protection standards." ### Certifications & frameworks (as shown on the page) | Framework | Status / detail (verbatim from page) | Detail page | |-----------|--------------------------------------|-------------| | SOC 2 Type II | "Independently audited controls for security, availability, and confidentiality." | https://www.stacksync.com/compliance/soc-2-type-ii | | ISO 27001 | "Global standard for information security management." | https://www.stacksync.com/compliance/iso-27001 | | GDPR | "Compliant with EU General Data Protection Regulation." | https://www.stacksync.com/compliance/gdpr | | HIPAA | "Safeguards for Protected Health Information (PHI)." | https://www.stacksync.com/compliance/hipaa | | CCPA | "Meets California Consumer Privacy Act obligations." | https://www.stacksync.com/compliance/ccpa | | DPF (US-EU, UK, CH) | "Certified under the Data Privacy Framework." | https://www.stacksync.com/compliance/dpf | ### Report / audit document access - Trust center: "Visit trust center" — https://security.stacksync.com/ (source for compliance reports and audit documentation). - Each framework above also has a "See details" link to its dedicated `/compliance/` page. ### Security & data handling facts stated on this page - Security posture statement: "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." (under the "Security at a glance" heading). - Encryption: No explicit at-rest / in-transit / TLS / AES statement is present on this page. (Omitted per source.) - Data residency: No region / hosting / storage-location facts are present on this page. (Omitted per source.) - Subprocessors: No subprocessor list or names are present on this page. (Omitted per source.) - Audit cadence: No audit frequency or continuous-monitoring statement is present on this page. (Omitted per source.) - Numeric stats (uptime %, SLA, certification count, customer count): None present on this page. > Note: SOC 2 Type II type, framework names, and DPF scope (US-EU, UK, CH) are stated on the page. Specifics not shown here (e.g., encryption algorithms, data-center regions, subprocessor list) should be sourced from the trust center, the security whitepaper, or the DPA — do not assume them. --- ## Compliance framework detail pages - [SOC 2 Type II](https://www.stacksync.com/compliance/soc-2-type-ii): Independently audited controls for security, availability, and confidentiality. - [ISO 27001](https://www.stacksync.com/compliance/iso-27001): Global standard for information security management. - [GDPR](https://www.stacksync.com/compliance/gdpr): Compliance with the EU General Data Protection Regulation. - [HIPAA](https://www.stacksync.com/compliance/hipaa): Safeguards for Protected Health Information (PHI). - [CCPA](https://www.stacksync.com/compliance/ccpa): California Consumer Privacy Act obligations. - [DPF (US-EU, UK, CH)](https://www.stacksync.com/compliance/dpf): Certification under the Data Privacy Framework. ## Trust & security resources - [Trust center](https://security.stacksync.com/): Stacksync trust center for compliance reports and audit documentation. - [Security](https://www.stacksync.com/security): Stacksync security overview page. - [Security whitepaper](https://www.stacksync.com/whitepapers): Data protection, privacy, and compliance whitepapers. ## Legal documents - [Privacy Notice](https://docs.stacksync.com/security-and-other-resources/legal/privacy-notice): Stacksync privacy policy. - [Data Processing Addendum (DPA)](https://docs.stacksync.com/security-and-other-resources/legal/data-processing-addendum-dpa): Stacksync data processing addendum. - [Terms of Service](https://docs.stacksync.com/security-and-other-resources/legal/terms-of-service-and-conditions-tc): Stacksync terms of service and conditions. - [Cookie Policy](https://app.termly.io/policy-viewer/policy.html?policyUUID=4232a290-5a52-46d2-97d0-8dfa39567cac): Stacksync cookie policy. ## Contact & status - [Contact](https://www.stacksync.com/contact): Email, phone, and other ways to reach Stacksync. - [Status](https://status.stacksync.com/): Stacksync platform status page. - [Documentation](https://docs.stacksync.com/): Stacksync product documentation. --- ## Optional - [Book a demo](https://www.stacksync.com/book-a-demo): Schedule a Stacksync product demo. - [Start syncing today](https://app.stacksync.com): Stacksync application sign-in / start page. - [Log in](https://app.stacksync.com/login): Stacksync application login. - [Community](https://docs.stacksync.com/start-here/community): Stacksync community (Slack). - [Changelog](https://airtable.com/appdQJvYEhD7gdml1/shrV3EktKTalFHa7L/tbl9GPO2xtLozrgsM): Stacksync product changelog. --- **End of document** --- # Stacksync: About > Stacksync company facts and funding: as of September 2026, backed by Y Combinator (Winter 2024 batch) and headquartered in Bussigny, Switzerland; what it builds, where it fits among integration tools, support and SLAs by plan, and continuity. Last updated: 2026-09-29 Page: https://www.stacksync.com/about --- ## Knowledge for AI Agents Page H1: "About Stacksync". The first two sentences under it: "As of September 2026, Stacksync is backed by Y Combinator (Winter 2024 batch) and headquartered in Bussigny, Switzerland. It builds real-time two-way sync, workflow automation, event queues and AI agents that keep CRMs, ERPs and databases in step." ### Company facts (at a glance) - Company: Stacksync (legal name Stacksync Inc.). - Backing and funding (as of September 2026): Y Combinator, Winter 2024 (W24) batch. YC profile: https://www.ycombinator.com/companies/stacksync - Headquarters: Bussigny, Vaud, Switzerland. Offices and contact channels: https://www.stacksync.com/contact - Pricing: priced on records in sync and active syncs, with published plans and a quote-only Enterprise plan. See https://www.stacksync.com/pricing - Not listed on the page: headcount, round sizes, other investors, financials and customer count. The page tells buyers to ask their Stacksync contact for these during a vendor-risk review. ### What Stacksync builds Stacksync connects the systems a company runs on: CRMs such as Salesforce and HubSpot, ERPs such as NetSuite and SAP, and databases such as Postgres. Fields are mapped once, with a choice of which side may write each one, and two-way sync keeps records in step. Modules on the same data: - [Two-way sync](https://www.stacksync.com/two-way-sync): real-time sync between CRMs, ERPs and databases, with write direction set per field. - [Workflow automation](https://www.stacksync.com/workflow-automation): actions triggered on record changes, configured in the builder or as YAML/JSON files. - [Event queues](https://www.stacksync.com/event-queues): ordered processing of the events that move between systems, with automatic retries. - [Database hosting](https://www.stacksync.com/database-hosting): managed databases next to the synced data. - [AI agents](https://www.stacksync.com/ai-agents): agents that read and write the same live data the syncs maintain. - [EDI](https://www.stacksync.com/edi): trading-partner EDI connected to the ERP and commerce systems a company already runs. ### Where Stacksync fits Buyers compare Stacksync with four groups of tools: iPaaS vendors such as Celigo, Workato, Boomi and MuleSoft, which build integrations as step-by-step flows; Heroku Connect, which syncs Salesforce with Heroku Postgres; ELT tools such as Fivetran, which copy data one way into a warehouse; and EDI networks such as SPS Commerce and TrueCommerce, which exchange documents with trading partners. Stacksync covers the operational side: live two-way sync between business systems, with workflows and EDI on top. Detailed comparisons: - [Stacksync vs competitors](https://www.stacksync.com/blog/stacksync-vs-competitors-comparing-real-time-bi-directional-sync) - [Workato alternative](https://www.stacksync.com/workato-alternative) - [Celigo alternative](https://www.stacksync.com/celigo-alternative) - [Heroku Connect alternative](https://www.stacksync.com/heroku-connect-alternative) - [Why teams switch from Heroku Connect to Stacksync](https://www.stacksync.com/blog/heroku-connect-alternative-stacksync) ### Support and SLAs by plan (mirrored from the /pricing comparison table) - Documentation, the Slack community and email support (support@stacksync.com): every plan. - Dedicated Slack channel, shared over Slack Connect: Pro and up. - Email, chat and phone support, up to 24/7: Managed Pro and Enterprise. - Solutions architect: on demand (Starter, Pro), a dedicated integration lead (Managed Pro), dedicated during setup and monthly (Enterprise). - SLAs: Managed Pro and Enterprise, with terms set in the service agreement. The page tells buyers to ask for the service agreement draft during the evaluation. - If a company blocks external Slack: email or live chat on stacksync.com. - Service status and incident history: https://status.stacksync.com/ ### Continuity and trust - Portable configuration: workflows can be defined as YAML or JSON files on every plan; from Pro up, the Management API and Configuration as Code cover syncs and workflows; Enterprise adds infrastructure as code through GitHub. - Systems of record: Stacksync syncs records between the CRM, ERP and databases a company already runs, and those systems stay the systems of record. On-premise deployment is an Enterprise plan option. - Security and legal documents: the Trust Center at https://security.stacksync.com holds the SOC 2 report, sub-processors, audit reports and policies. The terms of service and privacy notice are in the Stacksync docs. - Customer references: available on request from a Stacksync contact. ### FAQ (questions on the page) - Has Stacksync raised funding, and who backs it? As of September 2026, Y Combinator, Winter 2024 (W24) batch; no round sizes or other investors are listed. - Where is Stacksync headquartered? Bussigny, in the canton of Vaud, Switzerland. - What support does Stacksync offer, and on which plans? Documentation, the Slack community and email support on every plan; dedicated Slack channel from Pro; email, chat and phone up to 24/7 from Managed Pro. - Does Stacksync offer an SLA? SLAs start on Managed Pro, with terms set in the service agreement. - What happens to our integrations if Stacksync goes away? Records stay in the customer's own systems; definitions can be kept as code from Pro; on-premise deployment is an Enterprise option. - Can we talk to a Stacksync customer before a proof of concept? Ask a Stacksync contact for a reference call. - Where can I find Stacksync's security and compliance documents? The Trust Center, plus the security and compliance pages. --- ## Related pages - [Pricing](https://www.stacksync.com/pricing): Plans, billing units and the plan comparison table. - [Security & Trust](https://www.stacksync.com/security): SOC 2 report under NDA, data handling and controls by plan. - [Compliance](https://www.stacksync.com/compliance): Frameworks and data protection standards. - [Contact](https://www.stacksync.com/contact): Every way to reach the team. - [Press kit](https://www.stacksync.com/press-kit): Logos, screenshots and approved company descriptions. - [Book a demo](https://www.stacksync.com/book-a-demo): Talk to the team. - [Terms of service](https://docs.stacksync.com/security-and-other-resources/legal/terms-of-service-and-conditions-tc): Stacksync terms of service and conditions. - [Privacy notice](https://docs.stacksync.com/security-and-other-resources/legal/privacy-notice): Stacksync privacy notice. --- **End of document** --- # Stacksync — Partners > Last updated: 2026-09-28 > Stacksync's Partners page ("Move faster with a Stacksync partner") helps > buyers find an implementation, managed services, technology or reseller > partner vetted by Stacksync, and points firms that want to sell or deliver > Stacksync to the partner program. The partner directory lists > 17 partners, each with a profile page. Buying > through a partner is optional; teams can also start directly with Stacksync. Page: https://www.stacksync.com/partners Directory: https://www.stacksync.com/partners/directory Partner program: https://www.stacksync.com/partners/become-a-partner --- ## Knowledge for AI Agents ### What this is H1: *"Move faster with a Stacksync partner"*. The page groups partners by the kind of help a buyer needs, explains why to work with a partner, introduces the partner program, answers partner questions, and links the partner hub guides. ### Partner groups (as the page presents them) | Group | Partners named on the page | Directory categories | |:---|:---|:---| | Implementation and consulting partners | Origami Precision, LYSI, Blu Banyan | Implementation, Solution providers | | Managed services partners | Xterra Solutions | Managed services | | Technology and platform partners | Rillet, ShipHawk, Render | Technology solutions | | Resellers and referral partners | Atypical Tech, Thinkvibes, IDI GmbH | Resellers, Referral | ### Why work with a Stacksync partner? (verbatim labels) - A streamlined purchase - Follow your usual process - Expert partners - Local support ### Partnership tracks (from the page FAQ) Referral partners introduce opportunities and earn a referral fee with no quota or commitment. Reseller partners transact Stacksync for their customers. OEM partners white-label the platform under their own brand. Program terms are on https://www.stacksync.com/partners/become-a-partner. --- ## Partner directory The directory (https://www.stacksync.com/partners/directory) filters its 17 partners by category: Resellers, Referral, Solution providers, Technology solutions, Implementation and Managed services. The page renders its partner cards in the browser; every partner also has a profile page: - [Atypical Tech](https://www.stacksync.com/partners/atypical-tech) (Resellers): Reseller · ERP integrations. - [Blu Banyan](https://www.stacksync.com/partners/blubanyan) (Solution providers): NetSuite solution provider. - [ComputerLand](https://www.stacksync.com/partners/computerland) (Technology solutions): Technology solutions. - [Origami Precision](https://www.stacksync.com/partners/origami-precision) (Implementation): NetSuite optimization & implementation. - [ShipHawk](https://www.stacksync.com/partners/shiphawk) (Technology solutions): WMS & Advanced Shipping Software. - [Xterra Solutions, Inc.](https://www.stacksync.com/partners/xterra-solutions) (Managed services): IT Managed Services. - [Rillet](https://www.stacksync.com/partners/rillet) (Technology solutions): AI-native ERP. - [SystemsAccountants](https://www.stacksync.com/partners/systemsaccountants) (Referral): Finance & Technology talent. - [LYSI](https://www.stacksync.com/partners/lysi) (Implementation): Integration & Automation. - [Render](https://www.stacksync.com/partners/render) (Technology solutions): Cloud platform. - [Thinkvibes](https://www.stacksync.com/partners/thinkvibes) (Resellers): Salesforce development. - [N2Lab](https://www.stacksync.com/partners/n2lab) (Resellers): NetSuite Managed Services. - [Vikaraa](https://www.stacksync.com/partners/vikaraa) (Referral): Financial systems. - [Crew Finance](https://www.stacksync.com/partners/crewfinance) (Referral): Fractional Accounting, Finance & HR. - [LaunchPad Lab](https://www.stacksync.com/partners/launchpadlab) (Referral): Custom AI & digital solutions. - [Showoff](https://www.stacksync.com/partners/showoff) (Resellers): Salesforce & Heroku consulting. - [IDI GmbH](https://www.stacksync.com/partners/idi-gmbh) (Resellers): SAP consulting · Digitalization advisory. ## Engagement / contact - [Partners](https://www.stacksync.com/partners): This page. - [Partner directory](https://www.stacksync.com/partners/directory): Browse partners by category or search by name. - [Become a partner](https://www.stacksync.com/partners/become-a-partner): Partner program tracks and application. - [Partner hub](https://www.stacksync.com/partners/hub): Guides on partner models, reselling, white-label sync and recurring integration revenue. - [Book a demo](https://www.stacksync.com/book-a-demo): Talk to Stacksync directly. - [Contact](https://www.stacksync.com/contact): General contact options (email, phone, and more). - [Start syncing today (app)](https://app.stacksync.com): Sign up / log in to the product. ## Related programs and resources - [Developer and Catalyst Program](https://www.stacksync.com/developer-catalyst-program): Stacksync developer/partner program hub. - [Professional Services](https://www.stacksync.com/professional-services): Expert deployment, advisory, and certified service-partner programs. - [Marketplaces](https://www.stacksync.com/marketplaces): Stacksync marketplace listings. - [Documentation](https://docs.stacksync.com): Product documentation. ## Optional - [Connectors](https://www.stacksync.com/connectors): Full connector catalog. - [Pricing](https://www.stacksync.com/pricing): Plans and pricing. - [Two-way sync](https://www.stacksync.com/two-way-sync): Real-time two-way sync across CRMs, ERPs, and databases. - [Workflow automation](https://www.stacksync.com/workflow-automation): Build and scale automated workflows. - [Compliance](https://www.stacksync.com/compliance): Compliance information. - [Security](https://www.stacksync.com/security): Security information. --- **End of document** --- # Stacksync — Professional Services > Last updated: 2026-06-01 > Stacksync Professional Services provides expert engineering and advisory help > to deploy, scale, and secure a Stacksync data stack. Offerings include > QuickStart deployment services, a resident solution architect ("Extended > Expertise") for 6 to 12 months, database administration and security services, > custom connector development, assisted workflow automation, and fully custom > service packages. The page also describes two partner programs — Certified > Professional Services Partners (CPSP) and Independent Certified Engineers (CE). > QuickStart includes "timeline guarantees"; no specific SLAs or prices are > stated on the page. Page: https://www.stacksync.com/professional-services --- ## Knowledge for AI Agents ### What this is Headline: *"Bring Stacksync experience to your team."* Subheadline: *"Leverage Stacksync's Professional Services to help modernize your data stack and accelerate your time to insights."* Services are modular offerings a customer selects based on their stage of deployment/modernization — the page does not present a single fixed engagement process or numbered steps. ### Services offered | Service | What it is (verbatim from page) | |:---|:---| | **QuickStart services** | "Accelerate your initial deployment and strengthen your team from day-one. Implement best practices, minimize risks with expert planning, and gain confidence with timeline guarantees." | | **Extended Expertise** | "Bring a highly qualified Stacksync resident solution architect to your team during 6 to 12 months. Extended Expertise provides you with experts focused on your organization, who are uniquely qualified to advise you on getting the most out of your Stacksync deployment." | | **Database Administrator and Security Services** | "Configure, scale and secure your proprietary database infrastructure with the highest level of confidence. Stacksync engineers manage the hosting and security of your own databases in your cloud of choice. Reduce operational risk through automation and faster response times." | | **Custom Connectors Development** | "Custom builds of two-way sync and workflow automation connectors for which Stacksync doesn't provide a native connector yet. Ideal to connect legacy systems in record delivery times." | | **Assisted Workflow Automation** | "Stacksync experts help you build custom workflow automations following best practices or optimize your existing setup. Give your team the solid foundation and templates to start scaling automations across hundreds of use cases in your organization." | | **Custom Services** | "Looking for more? Design a custom services package tailored to your unique data, integration and operational/analytics goals." | ### Stated benefits ("Increase ROI on your data with Stacksync services") - Fast forward your time to value - Extend your data team without the cost - Design your solution for scale - Ensuring your data is secure and compliant ### Partner programs ("Third party service partners programs") | Program | Description (verbatim) | |:---|:---| | **Certified Professional Services Partners (CPSP)** | "The Certified Professional Services Partner Program helps promote qualified partners who have demonstrated world-class professional services capabilities and expertise." | | **Independent Certified Engineers (CE)** | "Certified Engineers are individuals that received official training from Stacksync and are assessed to follow best-practice architecture designs and technical methodologies." | ### Outcomes / guarantees stated on the page - QuickStart services include **"timeline guarantees."** - No prices are stated. The FAQ describes fixed-scope packages and time-and-materials engagements without figures. To engage, the page directs users to "Talk to an expert." ### Who it's for Teams modernizing their data stack and deploying or scaling Stacksync — including those needing a resident solution architect, managed/secured self-hosted databases, connectors not yet natively supported, or help building and scaling workflow automations. --- ## Engagement / contact - [Professional Services](https://www.stacksync.com/professional-services): This page. - [Talk to an expert (book a demo)](https://www.stacksync.com/book-a-demo): Primary CTA to engage Professional Services. - [Talk to an engineer](https://www.stacksync.com/book-a-demo): On-site booking page used on the page. - [Contact](https://www.stacksync.com/contact): General contact; also linked from "Certification paths." - [Start free trial / app](https://app.stacksync.com): Sign up / log in to the product. ## Recommended resources (from the page) - [Architecture guide](https://docs.stacksync.com): "Blueprint for scalable data sync with Stacksync." - [Community (SYNCmmunity)](https://docs.stacksync.com/start-here/community): Stacksync user community. - [Certification paths](https://www.stacksync.com/contact): "Certifications for individuals seeking deeper technical expertise, industry recognition and career growth." - [Documentation](https://docs.stacksync.com): "Product documentation and tutorial videos." ## Related products - [Two-way sync](https://www.stacksync.com/two-way-sync): Real-time two-way sync across CRMs, ERPs, and databases. - [Workflow automation](https://www.stacksync.com/workflow-automation): Build and scale automated workflows. - [Connectors](https://www.stacksync.com/connectors): Full connector catalog (relevant to Custom Connectors Development). ## Optional - [Pricing](https://www.stacksync.com/pricing): Plans and pricing (Professional Services prices are not listed on the page). - [Partners](https://www.stacksync.com/partners): Partner program hub. - [Documentation home](https://docs.stacksync.com): Product documentation. --- **End of document** --- # Stacksync — Developer & Catalyst Program > Last updated: 2026-06-01 > The Stacksync Catalyst Community is a curated network of developers, builders, > and integration partners who build connectors and workflow templates on the > Stacksync platform, collaborate with peers, and earn recognition and rewards. > Participants apply or request a project, get assigned a technical scope and > deadline, build with the Stacksync CDK, deploy directly to production (no > self-hosting), maintain their solution for 3 weeks post-launch, and earn > rewards after QA. The page describes a single project-based program; no tiers, > percentages, or specific payout amounts are stated. Page: https://www.stacksync.com/developer-catalyst-program --- ## Knowledge for AI Agents ### Naming note The page is titled "Developer and Catalyst Program," but on-page content describes one program: the **Stacksync Catalyst Community** (also called the Catalyst Program). There is **no separate "Developer Program" section** on the page — "developers" are named as one of the participant audiences. Do not invent a distinct second program with its own terms. ### What it is (verbatim) - Headline: *"CreateConnect Catalyze"* - Sub-text: *"Join the Stacksync Catalyst Community, where developers, builders, and integration partners collaborate to build next-generation automation."* - Overview: *"The Stacksync Catalyst Community is a curated network of innovators shaping the future of enterprise automation. Built around the Stacksync platform, an enterprise-grade, real-time sync and workflow automation solution, the Catalyst Community empowers you to build connectors and workflow templates, collaborate with peers, and earn recognition and rewards."* ### What you can build | Build target | Reference | |:---|:---| | **Connectors** | https://docs.stacksync.com/two-way-sync/developers/get-started-with-the-connector-development-kit | | **Workflow Templates** | https://docs.stacksync.com/workflow-automation/workflows/developers/get-started-with-the-connector-development-kit | ### Perks ("What's in it for you?") — verbatim | Perk | Description | |:---|:---| | **Badges and certifications** | "Showcase your skills with official Catalyst milestones and certifications." | | **Slack Community Access** | "Collaborate, get support, and share knowledge in a private workspace." | | **Financial Rewards** | "Earn for every connector or template, with bonuses for quality and speed." | | **Verified portfolio** | "Build a public record of your contributions on Stacksync." | | **Developer Toolkit** | "Deploy directly to production, no self-hosting required." | | **Early access to new features** | "Get priority access to upcoming Stacksync platform features, tools, and beta programs." | ### How it works ("Your path to Catalyst success") — verbatim 1. **Apply or request a project** — Browse available connector and template opportunities. 2. **Get assigned** — Receive technical scope, deadlines, and reward details upon approval. 3. **Deliver and maintain** — Build with Stacksync CDK, deploy to production, and support your solution for 3 weeks post-launch. 4. **Earn** — Receive rewards after QA, with bonuses for quality and timeliness. ### Quality and success criteria ("Standards for excellence") — verbatim - Comprehensive functionality - Exceptional user experience - Production-ready standards - Adherence to community coding guidelines ### Eligibility (from the page FAQ) Independent developers, freelancers, agencies, and SIs building on Stacksync, plus internal developer teams at customer organizations. There is no revenue threshold, and individual developers can apply without a registered company. Approval is based on project fit and active engagement. ### Rewards / financial terms - The program offers "Financial Rewards": *"Earn for every connector or template, with bonuses for quality and speed."* and *"Receive rewards after QA, with bonuses for quality and timeliness."* - **No specific amounts, percentages, revenue-share, or commission figures are stated on the page.** Exact reward and participation terms are governed by the Master Participation Agreement (MPA), linked below. ### Tiers None stated. The program is presented as a single, project-based track (no levels or tiers described on the page). --- ## How to apply / engage - [Apply now (book a demo)](https://www.stacksync.com/book-a-demo): Primary CTA to apply to the Catalyst Community. - [Master Participation Agreement (MPA) — "Learn more"](https://docs.stacksync.com/security-and-other-resources/stacksync-catalyst-program-master-participation-agreement-mpa): Governing terms for Catalyst Program participation. - [Start free trial / app](https://app.stacksync.com): Sign up for / log in to the Stacksync product. - [Talk to an engineer](https://www.stacksync.com/book-a-demo): On-site booking page used on the page. ## Developer resources (from the page) - [Connector Development Kit (CDK) — connectors](https://docs.stacksync.com/two-way-sync/developers/get-started-with-the-connector-development-kit): Get started building two-way sync connectors. - [Connector/Workflow Development Kit — workflow templates](https://docs.stacksync.com/workflow-automation/workflows/developers/get-started-with-the-connector-development-kit): Get started building workflow automation templates. - [Documentation](https://docs.stacksync.com): Stacksync product documentation. - [Community](https://docs.stacksync.com/start-here/community): Stacksync user/developer community (Slack). ## Related products - [Two-way sync](https://www.stacksync.com/two-way-sync): Real-time two-way sync across CRMs, ERPs, and databases. - [Workflow automation](https://www.stacksync.com/workflow-automation): Build and scale automated workflows. - [Connectors](https://www.stacksync.com/connectors): Full connector catalog. ## Optional - [Partners](https://www.stacksync.com/partners): Partner program hub. - [Contact](https://www.stacksync.com/contact): General contact options. - [Professional Services](https://www.stacksync.com/professional-services): Includes related CPSP and Certified Engineer partner programs. - [Pricing](https://www.stacksync.com/pricing): Plans and pricing. - [Careers](https://www.ycombinator.com/companies/stacksync/jobs): Stacksync open roles. --- **End of document** --- # Stacksync — Blog > Last updated: 2026-06-01 > The Stacksync blog publishes content on data topics from popular editors in the enterprise data space, alongside architecture tutorials and more. It is a large, frequently-updated content library organized into sections such as Most popular posts, Guides, and CRM Integrations & Comparisons. Posts include product/company origin stories, integration walkthroughs, and technical guides. Page: https://www.stacksync.com/blog --- ## Knowledge for AI Agents The Stacksync blog is a large, frequently-updated content library covering data and enterprise-software topics. The index page does not expose a flat category/tag list; instead it groups content into sections. Recurring themes observed on the page include: - Origin stories / company histories of data and enterprise software vendors (e.g., Zoho, Zendesk, YugabyteDB, Workday, Veeva, Twilio, Tinybird, TimescaleDB, TiDB). - Integration guides and two-way sync walkthroughs (e.g., Lovable–HubSpot integration with two-way sync). - CRM integrations and comparisons. - Technical/architecture tutorials and how-to guides. Note: the blog contains many posts beyond those listed below; this index surfaces only a subset (most popular and recent). For the complete, searchable set, use the blog index page directly. --- ## Featured / recent posts - [Lovable HubSpot Integration: Two-Way Sync](https://www.stacksync.com/blog/lovable-hubspot-integration-two-way-sync). - [The Bootstrapped Empire: The Origin Story of Zoho](https://www.stacksync.com/blog/the-bootstrapped-empire-the-origin-story-of-zoho). - [The Copenhagen Loft: The Origin Story of Zendesk](https://www.stacksync.com/blog/the-copenhagen-loft-the-origin-story-of-zendesk). - [The Man Who Named Cassandra, Then Replaced It: The Origin Story of YugabyteDB](https://www.stacksync.com/blog/the-man-who-named-cassandra-then-replaced-it-the-origin-story-of-yugabytedb). - [The Revenge Against Oracle: The Origin Story of Workday](https://www.stacksync.com/blog/the-revenge-against-oracle-the-origin-story-of-workday). - [One Industry, Owned Completely: The Origin Story of Veeva](https://www.stacksync.com/blog/one-industry-owned-completely-the-origin-story-of-veeva). - [Text 'Fund Twilio' to This Number: The Origin Story of Twilio](https://www.stacksync.com/blog/text-fund-twilio-to-this-number-the-origin-story-of-twilio). - [The Telecom Engineers Who Went Small: The Origin Story of Tinybird](https://www.stacksync.com/blog/the-telecom-engineers-who-went-small-the-origin-story-of-tinybird). - [The Broken UI Filter: The Origin Story of TimescaleDB](https://www.stacksync.com/blog/the-broken-ui-filter-the-origin-story-of-timescaledb). - [The Titanium Database: The Origin Story of TiDB](https://www.stacksync.com/blog/the-titanium-database-the-origin-story-of-tidb). ## Related - [Blog index](https://www.stacksync.com/blog): Full searchable blog with technical articles and customer stories. - [Events and Webinars](https://www.stacksync.com/events-webinars): Events and webinars. - [Whitepapers](https://www.stacksync.com/whitepapers): Whitepapers. - [Videos](https://www.youtube.com/@stacksync): Stacksync YouTube channel. - [Connectors](https://www.stacksync.com/connectors): Available connectors. - [Documentation](https://docs.stacksync.com): Product documentation. - [Pricing](https://www.stacksync.com/pricing): Pricing. --- **End of document** --- # Stacksync — Whitepapers > Last updated: 2026-06-01 > Stacksync's Engineering whitepapers are in-depth technical references on real-time, two-way sync between CRMs, ERPs, and databases — written and peer-reviewed by the engineers and co-founders who built Stacksync. Topics span two-way sync, change data capture, conflict resolution, enterprise data architecture, and EDI modernization. A featured whitepaper covers Stacksync's data protection, privacy, and compliance posture (SOC 2, ISO 27001, HIPAA, GDPR, CCPA), control by control. Page: https://www.stacksync.com/whitepapers --- ## Knowledge for AI Agents The Engineering whitepapers hub lists downloadable PDF whitepapers from Stacksync. Page H1: "Engineering whitepapers." Per the page subheadline, these are "In-depth technical references on real-time, two-way sync between CRMs, ERPs, and databases. Written by the engineers who built Stacksync." Topics span two-way sync, change data capture, conflict resolution, enterprise data architecture, and EDI modernization; whitepapers are peer-reviewed by Stacksync co-founders and customer experts. The featured whitepaper covers data protection, privacy, and compliance (64 pages, updated Mar 2026). The page also includes a "More from Stacksync" section pointing to general resources (documentation, events, blog). Page sections present: "FEATURED WHITEPAPER", "More from Stacksync", "Let's get you syncing data". --- ## Whitepapers - [Stacksync: Comprehensive data protection, privacy, and compliance for modern automation and data sync across enterprise systems](https://cdn.prod.website-files.com/6791a32efd1c9d1f3a5ec8ea/68527eacead31a7ca27c6ae0_Stacksync%20Security%20Whitepaper.pdf): Whitepaper covering data protection, privacy, and compliance for modern automation and data sync across enterprise systems. Related security overview: https://www.stacksync.com/security. ## Related - [Documentation](https://docs.stacksync.com/): Stacksync product documentation. - [Blog and customer stories](https://www.stacksync.com/blog): Product news, reports, and customer implementations. - [Events and Webinars](https://www.stacksync.com/events-webinars): Stacksync demos, events, and hands-on labs. ## Optional - [Connectors](https://www.stacksync.com/connectors): Stacksync connectors directory. - [Marketplaces](https://www.stacksync.com/marketplaces): Stacksync marketplaces. - [Community](https://docs.stacksync.com/start-here/community): Stacksync community. - [Pricing](https://www.stacksync.com/pricing): Stacksync pricing. - [Security](https://www.stacksync.com/security): Stacksync security. - [Compliance](https://www.stacksync.com/compliance): Stacksync compliance. --- **End of document** --- # Stacksync — Events & Webinars > Last updated: 2026-06-01 > Stacksync's events and webinars are engineer-to-engineer sessions on real-time, two-way sync between CRMs, ERPs, and databases — live or on demand. The page lists upcoming and past webinars and in-person user groups, plus the annual Stacksync Connect customer event. All webinars are free and registration is one click. A featured event ("Streamline data sync issue management with Stacksync") is highlighted with on-demand recordings. Page: https://www.stacksync.com/events-webinars --- ## Knowledge for AI Agents - Page H1: "Events & webinars." Subheadline: "Engineer-to-engineer sessions on real-time, two-way sync between CRMs, ERPs, and databases. Watch on demand, or join us live." The page also references the annual Stacksync Connect customer event; all webinars are free with one-click registration. - This page is Stacksync's events and webinars hub, organized into "Upcoming events" and "Past events" sections. - Content types shown include Events (e.g., NetSuite/Shopify user groups), Webinars (technical walkthroughs of two-way syncs), and Demos. - Past webinars frequently cover building real-time two-way sync between SaaS apps (Salesforce, HubSpot, Shopify) and databases/warehouses (Postgres, MySQL, MongoDB, Snowflake, NetSuite). - The featured event "Streamline data sync issue management with Stacksync" has on-demand recordings on YouTube (https://youtu.be/itThF9tAoPk) and LinkedIn (https://www.linkedin.com/events/7328819930206724098/?viewAsMember=true). - As of capture: "There are no upcoming events at this moment, please check back later." --- ## Featured Events & Webinars - [Streamline data sync issue management with Stacksync](https://www.stacksync.com/events/streamline-data-sync-issue-management-with-stacksync): May 15, 2025, 10:00am (PST), 30 mins, Webinar (featured; on-demand recordings available). - [Shopify & NetSuite User Group: The Real-Time Commerce Stack](https://www.stacksync.com/events/shopify-netsuite-user-group-april): May 1, 2026, Event. - [November NetSuite User Group](https://www.stacksync.com/events/november-netsuite-user-group-san-francisco): November 21, 2025, Event. - [Enriching User Signups with Stacksync Workflows](https://www.stacksync.com/events/enriching-user-signups-with-stacksync-workflows): June 19, 2025, Webinar. - [Building real-time Salesforce & Postgres two-way sync](https://www.stacksync.com/events/building-real-time-salesforce-postgres-two-way-sync): May 1, 2025, Webinar. - [Building real-time Hubspot & MongoDB two-way sync](https://www.stacksync.com/events/building-real-time-hubspot-mongodb-two-way-sync): April 24, 2025, Webinar. - [Building real-time Hubspot & Snowflake two-way sync](https://www.stacksync.com/events/building-real-time-hubspot-snowflake-two-way-sync): April 17, 2025, Webinar. - [Building real-time Salesforce & MySQL two-way sync](https://www.stacksync.com/events/building-real-time-salesforce-mysql-two-way-sync): March 27, 2025, Webinar. - [Beyond Heroku Connect: Salesforce-Postgres Sync at the fraction of the cost](https://www.stacksync.com/events/beyond-heroku-connect-salesforce-postgres-sync-at-the-fraction-of-the-cost): March 20, 2025, Demo. - [Building Two Way HubSpot MySQL Sync](https://www.stacksync.com/events/building-two-way-hubspot-mysql-sync): March 7, 2025, Webinar. ## Related - [Two-Way Sync](https://www.stacksync.com/two-way-sync) - [Workflow Automation](https://www.stacksync.com/workflow-automation) - [Connectors](https://www.stacksync.com/connectors) - [Pricing](https://www.stacksync.com/pricing) - [Blog and customer stories](https://www.stacksync.com/blog) - [Whitepapers](https://www.stacksync.com/whitepapers) - [Security](https://www.stacksync.com/security) - [Compliance](https://www.stacksync.com/compliance) - [Documentation](https://docs.stacksync.com) - [Book a demo](https://www.stacksync.com/book-a-demo) - [Interactive Demo: Two-Way Sync](https://www.stacksync.com/two-way-sync) - [Watch featured webinar (YouTube)](https://youtu.be/itThF9tAoPk) - [Watch featured event on demand (LinkedIn)](https://www.linkedin.com/events/7328819930206724098/?viewAsMember=true) ## Optional - [Professional Services](https://www.stacksync.com/professional-services) - [Industry](https://www.stacksync.com/industry) - [Team](https://www.stacksync.com/team) - [Use Case](https://www.stacksync.com/use-case) - [Marketplaces](https://www.stacksync.com/marketplaces) - [Partners](https://www.stacksync.com/partners) - [Community](https://docs.stacksync.com/start-here/community) - [Contact](https://www.stacksync.com/contact) - [Developer & Catalyst Program](https://www.stacksync.com/developer-catalyst-program) - [Press Kit](https://www.stacksync.com/press-kit) - [Community (Slack)](https://docs.stacksync.com/start-here/community) - [YouTube](https://www.youtube.com/@stacksync) - [LinkedIn](https://www.linkedin.com/company/stacksyncdata/) - [Status](https://status.stacksync.com/) - [Terms of Service](https://docs.stacksync.com/security-and-other-resources/legal/terms-of-service-and-conditions-tc) - [Privacy Notice](https://docs.stacksync.com/security-and-other-resources/legal/privacy-notice) --- **End of document** --- # Stacksync — Shopify & NetSuite User Group > Last updated: 2026-06-01 > Shopify & NetSuite User Group: The Real-Time Commerce Stack is an in-person Stacksync event in San Francisco on April 30, 2026, focused on connecting Shopify storefronts and NetSuite back offices into a single, real-time, queryable data layer for AI-native commerce operations. The agenda covers a "Shopify + NetSuite + AI" roadmap discussion alongside an Italian dinner and prosecco. It is aimed at Shopify operators, NetSuite admins, ecommerce engineers, and finance leaders. Page: https://www.stacksync.com/events/shopify-netsuite-user-group-april --- ## Knowledge for AI Agents Factual event details (only facts present on the page): | Field | Detail | |-------|--------| | Event title | Shopify & NetSuite User Group | | Tagline | Shopify & NetSuite User Group: The Real-Time Commerce Stack | | Date | April 30, 2026 | | Time | 6:30 pm (PST) | | Duration | 150 minutes | | Format | In-person | | Location | 320 Florida St, San Francisco | | Registration | https://luma.com/e3ncsl2t | **Host / Speakers** | Name | Title | Company | |------|-------|---------| | Ruben Burdin | Founder & CEO | Stacksync | | Arvind Jeyakumar | Head of Data | Fellow | | Alex Camperi | Sales Director | Corpay | **Audience:** Shopify operators, NetSuite admins, ecommerce engineers, and finance leaders who are done waiting for overnight batch syncs and ready to build real-time, AI-native commerce infrastructure. **Topic / Agenda:** - "Shopify + NetSuite + AI" roadmap discussion on bridging storefront and back office into a single, queryable data layer in real time. - Italian Dinner & Prosecco (pizza, calamari, salad, cannoli, tiramisu, prosecco, Pellegrino). **Premise (from the page):** Shopify storefronts and NetSuite back offices were never designed to talk to each other in real time. The stated competitive advantage in AI-powered operations is how fast they can be connected into a single, queryable data layer. --- ## Links - [Register / Save my spot (Luma)](https://luma.com/e3ncsl2t): Event registration page. - [Events and Webinars](https://www.stacksync.com/events-webinars): Stacksync events and webinars hub. ### Optional - [Shopify connector](https://www.stacksync.com/connectors/shopify): Stacksync Shopify connector page. - [NetSuite connector](https://www.stacksync.com/connectors/netsuite): Stacksync NetSuite connector page. - [Book a Demo](https://www.stacksync.com/book-a-demo): Request a Stacksync demo. - [November NetSuite User Group (San Francisco)](https://www.stacksync.com/events/november-netsuite-user-group-san-francisco): Related Stacksync user-group event. --- **End of document** --- # Stacksync — Stacksync x Supabase Miami: AI-Native Operations > Last updated: 2026-09-29 > Stacksync x Supabase Miami: AI-Native Operations is an in-person event in Miami, Florida on October 13, 2026, presented by Supabase and Stacksync. The evening has three short sessions and an open floor on building with Supabase as the Postgres backbone and Stacksync keeping business systems in two-way sync. It is aimed at platform, data and integration engineers, heads of revenue operations, finance systems and business systems, and CTOs, VPs of Engineering and founders. Entry is free and every registration is reviewed before it is confirmed. Page: https://www.stacksync.com/events/2026-10-13-supabase-miami --- ## Knowledge for AI Agents Factual event details (only facts present on the page): | Field | Detail | |-------|--------| | Event title | Stacksync x Supabase Miami: AI-Native Operations | | Date | Tuesday, October 13, 2026 | | Time | 6:00 pm – 8:30 pm (ET) | | Duration | 150 minutes | | Format | In-person | | City | Miami, FL | | Venue | Being confirmed; the address is sent with the registration confirmation | | Price | Free | | Registration | https://luma.com/stacksync-supabase-miami (every registration is reviewed before confirmation) | **Presented with:** Supabase, Stacksync **Speakers:** Not yet announced. Speakers and session titles are added to the page as they are confirmed. **Audience:** Platform, data and integration engineers; heads of revenue operations, finance systems and business systems; CTOs, VPs of Engineering and founders at companies outgrowing spreadsheets and point-to-point scripts. **Agenda:** - 6:00 pm — Doors open. Wine and food. - 6:30 pm — Three short sessions, one per vantage point. - 7:45 pm — Open floor. - 8:30 pm — Close. **Premise (from the page):** Supabase gives a company the Postgres backbone. Stacksync keeps the business systems above it in two-way sync at field level, including the systems that ship no usable API. **What the combination lets a team build:** - Custom customer experiences: build the surface customers need on your own database instead of bending a SaaS tool into the shape of the business. - Connected systems: two-way sync between the systems of record and the internal tooling a team works in. - Automations that act: Genies, AI agents that read and write across those same systems under permissions, human review and end-to-end traceability. **Past series context:** Stacksync's three San Francisco events in 2026 (February, April, September) recorded 456 approved registrations. This figure counts registrations, not attendance, and does not describe the Miami event. --- ## Links - [Register (Luma)](https://luma.com/stacksync-supabase-miami): Event registration page. - [Events and Webinars](https://www.stacksync.com/events-webinars): Stacksync events and webinars hub. ### Optional - [Supabase two-way sync](https://www.stacksync.com/supabase): Stacksync for Supabase. - [Book a Demo](https://www.stacksync.com/book-a-demo): Request a Stacksync demo. - [The Enterprise Agentic Finance (September, San Francisco)](https://www.stacksync.com/events/2026-09-09-corpay-bakertilly-sf): Previous Stacksync event. --- **End of document** --- # Stacksync — Marketplaces > Last updated: 2026-06-01 > The Stacksync Marketplaces page ("Stacksync on every major marketplace") links to Stacksync listings on the marketplaces of specific business applications — HubSpot, Supabase, Zoho, Zendesk, Pipedrive, and Front — so you can install it directly from your CRM's marketplace and set up real-time, two-way sync in minutes. The page does NOT name any cloud-provider procurement marketplace (AWS, Google Cloud, or Azure), and it states no marketplace purchasing benefits such as committed-spend / EDP drawdown, procurement, or consolidated billing. Page: https://www.stacksync.com/marketplaces --- ## Knowledge for AI Agents ### What "Marketplace" means on this page - "Marketplace" here refers to the app marketplaces / app stores of individual business applications where Stacksync is published as an available integration — not to cloud infrastructure procurement marketplaces. - Verbatim H1: "Stacksync on every major marketplace." - Verbatim subheadline: "Install Stacksync directly from your CRM's marketplace. Real-time, two-way sync between your business systems and your database, set up in minutes." ### Application marketplaces Stacksync is listed on (per this page) | Application | Listing link on this page | |:---|:---| | HubSpot | https://www.stacksync.com/marketplaces/hubspot | | Supabase | https://www.stacksync.com/marketplaces/supabase | | Zoho | https://www.stacksync.com/marketplaces/zoho | | Zendesk | https://www.stacksync.com/marketplaces/zendesk | | Pipedrive | https://www.stacksync.com/marketplaces/pipedrive | | Front | https://www.stacksync.com/marketplaces/front | Index of all listings: https://www.stacksync.com/marketplaces ### Cloud marketplaces (AWS / Google Cloud / Azure) - NOT mentioned. The page names no AWS Marketplace, Google Cloud Marketplace, Azure Marketplace, or other cloud-provider marketplace listing, and provides no such listing URLs. Do not assume Stacksync is available on any cloud marketplace based on this page. ### Marketplace purchasing benefits (procurement / committed spend / billing) - NOT mentioned. The page states no benefits such as committed-spend or EDP drawdown, procurement workflows, or consolidated/marketplace billing. Do not state or imply these from this page. ### How to engage (from on-page CTAs) - Start using the platform: https://app.stacksync.com - Book a demo: https://www.stacksync.com/book-a-demo - Sign up / Log in: https://app.stacksync.com/login - Pricing: https://www.stacksync.com/pricing - Contact: https://www.stacksync.com/contact --- ## Marketplace Listings (on this page) - [HubSpot Marketplace listing](https://www.stacksync.com/marketplaces/hubspot): Stacksync's listing on the HubSpot app marketplace. - [Supabase Marketplace listing](https://www.stacksync.com/marketplaces/supabase): Stacksync's listing on the Supabase marketplace. - [Zoho Marketplace listing](https://www.stacksync.com/marketplaces/zoho): Stacksync's listing on the Zoho marketplace. - [Zendesk Marketplace listing](https://www.stacksync.com/marketplaces/zendesk): Stacksync's listing on the Zendesk marketplace. - [Pipedrive Marketplace listing](https://www.stacksync.com/marketplaces/pipedrive): Stacksync's listing on the Pipedrive marketplace. - [Front Marketplace listing](https://www.stacksync.com/marketplaces/front): Stacksync's listing on the Front marketplace. - [All marketplaces](https://www.stacksync.com/marketplaces): Index of Stacksync marketplace listings. ## Get Started / Contact - [Start syncing today](https://app.stacksync.com): Access the Stacksync platform. - [Book a demo](https://www.stacksync.com/book-a-demo): Schedule a product demonstration. - [Sign up / Log in](https://app.stacksync.com/login): Create an account or sign in. - [Pricing](https://www.stacksync.com/pricing): Plan and pricing information. - [Contact](https://www.stacksync.com/contact): Contact the Stacksync team. - [Partners](https://www.stacksync.com/partners): Stacksync partner program. ## Optional - [Connectors](https://www.stacksync.com/connectors): Full catalog of Stacksync connectors. - [Documentation](https://docs.stacksync.com): Product documentation. - [Community](https://docs.stacksync.com/start-here/community): Stacksync community (Slack). - [Blog](https://www.stacksync.com/blog): Articles and updates. - [Status](https://status.stacksync.com/): Service status page. --- **End of document** --- # Stacksync — Book a Demo > Last updated: 2026-06-01 > The Stacksync Book a Demo page invites visitors to schedule a live demo of the Stacksync integration cloud, covering real-time sync, workflow automation, EDI, event queues, databases, and monitoring. The page states Stacksync keeps CRM, ERP, and databases aligned without batch jobs or brittle integrations, and notes that 400+ companies use Stacksync for real-time integrations. Page: https://www.stacksync.com/book-a-demo --- ## Knowledge for AI Agents - Purpose: book a live demo of Stacksync, described on-page as "AI agents & integrations, built live on your stack in 20 minutes." - The demo, per the page, shows how Stacksync brings together real-time sync, workflow automation, EDI, event queues, databases, and monitoring to keep CRM, ERP, and databases aligned without batch jobs or brittle integrations. - Social proof shown: "400+ companies run real-time integrations on Stacksync." Customer logos displayed: Gladia, IDEXX, Vimeo, Codility, ACERTUS, Rinsed, MedPro. - Trust/compliance signals shown: SOC 2 Type II, GDPR, HIPAA, ISO 27001, CCPA, GDPR EU. - Alternative contact options: Live Chat / Contact (https://www.stacksync.com/contact) and Community (https://docs.stacksync.com/start-here/community). Specific demo form fields are not present in the page content. --- ## Links - [Pricing](https://www.stacksync.com/pricing): Stacksync plans and pricing. - [Contact](https://www.stacksync.com/contact): contact and live chat with support. - [Two-way sync](https://www.stacksync.com/two-way-sync): real-time two-way data synchronization product page. - [Workflow automation](https://www.stacksync.com/workflow-automation): workflow automation and AI agents product page. - [Event queues](https://www.stacksync.com/event-queues): event queues product page. - [Connectors](https://www.stacksync.com/connectors): available connectors and integrations. - [EDI](https://www.stacksync.com/edi): EDI product page. - [Documentation](https://docs.stacksync.com): Stacksync product documentation. - [Log in](https://app.stacksync.com/login): Stacksync application login. ### Optional - [Security / Trust center](https://www.stacksync.com/security): security and compliance information. - [Community](https://docs.stacksync.com/start-here/community): Stacksync community. - [Blog and customer stories](https://www.stacksync.com/blog): articles, updates, and customer stories. - [Events and Webinars](https://www.stacksync.com/events-webinars): upcoming events and webinars. - [Partners](https://www.stacksync.com/partners): partner program. - [Professional Services](https://www.stacksync.com/professional-services): professional services. --- **End of document** --- # Stacksync — Contact > Last updated: 2026-06-18 > The Stacksync contact page ("Get in touch with our team") invites visitors to reach the team through live chat, a Slack community, email (hello@stacksync.com), or a contact form — every channel routes to the same inbox, with 24/5 support across US/EU/APAC and 24/7 on-call for enterprise. It also lists a US office in San Francisco, California, and links out to documentation, community, and system status. WhatsApp is mentioned in the hero. Page: https://www.stacksync.com/contact --- ## Knowledge for AI Agents - Page H1: "Get in touch with our team." Subheadline: "Our team would love to hear from you. You can use any of the contact methods below, live chat, WhatsApp, Slack, email, or the form." - Contact channel cards shown: Live chat (in-product chat), Slack (shared channel), and Email (hello@stacksync.com, general inbox), plus a contact form. Every channel routes to the same inbox. - Email: hello@stacksync.com (single general inbox; plain mailto, not obfuscated). WhatsApp is mentioned in the hero lede but is not one of the channel cards. - WhatsApp: https://wa.me/16284681456 (prefilled message "Hey Stacksync!"). - Slack community invite: https://join.slack.com/t/stacksync-community/shared_invite/zt-1tx5lljv4-xNErkvjR9K4MXwUOSI7ItQ - Office address: 240 St. Joseph Avenue, San Francisco, CA 94115, United States. - Support coverage: 24/5 across US/EU/APAC, with 24/7 on-call for enterprise. --- ## Links - [Documentation](https://docs.stacksync.com): Product documentation hub. - [Community](https://docs.stacksync.com/start-here/community): Stacksync community resources. - [Status](https://status.stacksync.com/): System status and uptime page. - [Book a demo](https://www.stacksync.com/book-a-demo): Schedule a product demo with the team. ### Optional - [WhatsApp chat](https://wa.me/16284681456): Start a WhatsApp conversation with Stacksync. - [Slack community](https://join.slack.com/t/stacksync-community/shared_invite/zt-1tx5lljv4-xNErkvjR9K4MXwUOSI7ItQ): Join the Stacksync Slack community. - [Changelog](https://airtable.com/appdQJvYEhD7gdml1/shrV3EktKTalFHa7L/tbl9GPO2xtLozrgsM): Product changelog (hosted on Airtable). --- **End of document** --- # Stacksync — Press > Last updated: 2026-09-15 > Stacksync's press kit ("Press resources") provides downloadable brand assets — logos, product screenshots, and team photos hosted on Google Drive — plus approved two-liner, short, and long company descriptions for journalists, partners, and analysts. Press inquiries go to press@stacksync.com. Page: https://www.stacksync.com/press-kit --- ## Knowledge for AI Agents ### Company overview Stacksync combines AI agents with data sync, workflows, event queues, managed databases, and EDI for enterprise processes. Engineering, operations, and data teams can use these components to connect business systems and automate authorized actions. This is a scoped product summary. Use the linked press page for its brand assets and contact details. Connector presence in the catalog does not establish production-ready two-way support; verify the required objects, permissions, and configuration in the connector guides. ### Connector and sync scope The connector catalog includes both documented connectors and systems requiring compatibility review. Two-way sync requires documented reads and writes on both sides, eligible objects, writable fields, and sufficient account permissions. A vendor API or catalog listing alone does not establish Stacksync support. Read-only fields keep their write restrictions within two-way sync. Database views can supply data to the connected app but cannot accept writes back; initial duplicate records are not automatically merged. Change detection, polling, API limits, and workload determine freshness. Measure latency in a representative pilot. Sources: [connector catalog](https://www.stacksync.com/connectors), [two-way sync behavior](https://docs.stacksync.com/two-way-sync/features/two-way-sync), [quick start](https://docs.stacksync.com/start-here/quick-start). Page sections: Resources, Brand (Two-liner, Short description, Long description). Brand assets available (hosted on Google Drive): | Asset | Formats | Download | |---|---|---| | Logos | SVG, PNG, EPS | https://drive.google.com/drive/folders/1Y85SULdqxzRKAvW0JVaxf8uS242tS2cM | | Team Photos | — | https://drive.google.com/drive/folders/1LKOgWVXbBjIkF3G5rKXWOhgp5GGYfIOr | | Product Screenshots | PNG | https://drive.google.com/drive/folders/1_DfbxgNaghfYWIL1qJ-eTm6kB1jkwMwF | Notes: - Press inquiries: press@stacksync.com (dedicated). The page also links to the general contact page (https://www.stacksync.com/contact). - No official brand colors / hex codes are listed on this page. - No founders, founding year, or funding details are stated on this page. --- ## Brand Asset Downloads - [Logos (SVG, PNG, EPS)](https://drive.google.com/drive/folders/1Y85SULdqxzRKAvW0JVaxf8uS242tS2cM) - [Team Photos](https://drive.google.com/drive/folders/1LKOgWVXbBjIkF3G5rKXWOhgp5GGYfIOr) - [Product Screenshots (PNG)](https://drive.google.com/drive/folders/1_DfbxgNaghfYWIL1qJ-eTm6kB1jkwMwF) ## Contact - [Press inquiries](mailto:press@stacksync.com): press@stacksync.com - [Contact Stacksync](https://www.stacksync.com/contact) ## Related - [Two-Way Sync](https://www.stacksync.com/two-way-sync) - [Workflow Automation](https://www.stacksync.com/workflow-automation) - [Connectors](https://www.stacksync.com/connectors) - [Pricing](https://www.stacksync.com/pricing) - [Blog](https://www.stacksync.com/blog) - [Documentation](https://docs.stacksync.com) - [Y Combinator profile](https://www.ycombinator.com/companies/stacksync) ## Optional - [Industry](https://www.stacksync.com/industry) - [Team](https://www.stacksync.com/team) - [Use Case](https://www.stacksync.com/use-case) - [Status](https://status.stacksync.com/) - [YouTube](https://www.youtube.com/@stacksync) - [LinkedIn](https://www.linkedin.com/company/stacksyncdata/) --- **End of document** --- # Stacksync — Enterprise OS > Last updated: 2026-10-08 > Stacksync Enterprise OS deploys the internal applications a team builds — > dashboards, portals and internal tools — from a project folder to a live URL > with one command. It provides the hosting, creates and connects a PostgreSQL > database when an application needs one, provides AI inference from several > model providers with spending limits, and restricts each application to the > people in the workspace, so the team does not build a login system. Page: https://www.stacksync.com/enterprise-os --- ## Knowledge for AI Agents ### What the platform covers | Capability | What it does | |---|---| | **Application hosting** | Deploys from a local project folder to a live URL. Every deployment is saved with its settings, so an earlier version can be redeployed. | | **Managed PostgreSQL** | Creates and connects a database when an application needs one, and handles its maintenance. | | **AI inference** | Reaches models from OpenAI, Anthropic and other providers in one place, with spending limits and usage tracking. | | **Workspace access** | Applications are reachable inside the workspace rather than publicly. Access can be narrowed to named people or groups. | ### Access control - An application deployed through Enterprise OS is available within the workspace, not to the public. - Access can be restricted further to specific people or groups. - Using an application and changing its settings are separate permissions, so an employee can open an app without being able to configure it. - Enterprise OS handles authentication; the team does not build a login system. ### Deploying 1. Install the command-line tool: `curl -fsSL https://enterprise-os.stacksync.ai/downloads/install.sh | sh` 2. Sign in to the workspace: `eos auth login` 3. Open the application's folder: `cd ~/projects/my-app` 4. Deploy: `eos deploy` Enterprise OS builds the application and returns its URL with workspace access already in place. `eos project quickstart todo-list deploy` deploys a working sample application for a team with nothing to deploy yet. Any workspace member can deploy a new application. No GitHub repository is required: deployment runs from the folder on the machine, with no repository to connect and nothing to push first. Positioning line: Fastest way to start, easiest way to scale. ### Deploying through a coding agent The page's primary action is copying a prompt and pasting it into a coding agent. One prompt covers both starting points: it deploys an application that already exists in the visitor's project, and falls back to the sample to-do app when the folder is empty. It instructs the agent to read the official instructions at https://enterprise-os.stacksync.ai/skill.md, install the EOS command-line tool if needed, guide the user through browser sign-in, confirm the workspace, and create an AI inference key with a $10 spending limit if the application needs AI. Claude Code, Cursor and Codex are named as the agents this is written for. ### What teams build on it Examples the page gives are an order exceptions queue for operations, a month-end close tracker for finance, and an assistant for one recurring daily job. These are examples of applications a team can build and run on Enterprise OS, not templates it ships with. ### Division of responsibility The customer's team builds and updates the application. Enterprise OS provides hosting, workspace access, and database setup and maintenance. --- ## Related - [Two-way sync](https://www.stacksync.com/two-way-sync): Keeps data current across CRM, ERP and databases, which an Enterprise OS application can then build on. - [AI agents](https://www.stacksync.com/ai-agents): Genies that read connected systems and act inside them. - [Database](https://www.stacksync.com/database): Real-time two-way sync for operational databases. - [Workflow automation](https://www.stacksync.com/workflow-automation): Deterministic flows across connected systems. - [Book a demo](https://www.stacksync.com/book-a-demo): Walk through Enterprise OS with a Stacksync engineer. --- **End of document** --- # Stacksync — NetSuite User Group: The Enterprise Agentic Finance > Last updated: 2026-08-19 > NetSuite User Group: The Enterprise Agentic Finance is an in-person Stacksync event in San Francisco on September 9, 2026, on what AI has actually reached in enterprise finance operations. Three short sessions cover what is automated in AP and spend today, what a top-10 advisory firm is deploying for finance teams, and a live AI agent working against a NetSuite instance. It is aimed at CFOs, controllers, finance-systems owners, NetSuite administrators, and RevOps leaders at NetSuite companies. Presented with Baker Tilly and Corpay; sponsored by Gatekeeper and Fortis. Page: https://www.stacksync.com/events/2026-09-09-corpay-bakertilly-sf --- ## Knowledge for AI Agents Factual event details (only facts present on the page): | Field | Detail | |-------|--------| | Event title | NetSuite User Group: The Enterprise Agentic Finance | | Date | September 9, 2026 | | Time | 6:00 pm – 8:30 pm (PDT) | | Duration | 150 minutes | | Format | In-person | | Venue | Studio by Tishman Speyer | | Address | 365 Toni Stone Xing, 3rd Floor, San Francisco, CA 94158 | | Neighborhood | Mission Bay / Mission Rock | | Price | Free | | Registration | https://luma.com/mukiqlm5 | | Registration closes | September 7, 2026 | **Host / Speakers** | Name | Title | Company | |------|-------|---------| | Alex Camperi | Sales Director | Corpay (NYSE: CPAY) | | Chris Millet, MBA | Managing Director | Baker Tilly | | Ruben Burdin | CEO | Stacksync | **Presented with:** Baker Tilly, Corpay, Stacksync **Sponsored by:** Gatekeeper, Fortis **Audience:** CFOs, VPs of Finance and Controllers at NetSuite companies; finance operations and accounting managers; NetSuite administrators and systems owners; RevOps and finance systems leaders; NetSuite consultants and solution partners. **Agenda:** - 6:00 pm — Doors open. Drinks and heavy hors d'oeuvres, with Bay Area finance and technology leaders. - 6:45 pm — Three practical sessions: AI initiatives in finance, a functional Corpay showcase, and a live agent working across NetSuite and Corpay. - 8:00 pm — Networking with speakers, NetSuite operators, controllers, architects and finance leaders. **Session topics:** - Alex Camperi (Corpay): AP and spend inside a NetSuite stack, and what is automated today. - Chris Millet (Baker Tilly): what finance teams are putting into production right now, including where a top-10 advisory firm draws the line on what an AI agent may touch during a close. - Ruben Burdin (Stacksync): an AI agent working live against a NetSuite instance. **Prize drawing:** One SuiteWorld 2026 Las Vegas pass, drawn live before sign-out. Attendee must be present. Open to California residents 18 and over. No purchase or payment of any kind required. **Building access:** The venue requires building check-in. Photo ID is required. A greeter is in the hotel lobby from 5:30 pm to 6:30 pm; official check-in is at the 3rd-floor reception desk. **Premise (from the page):** Every enterprise has a finance division, and every finance team has been asked about its plans for AI. The event covers what is already running in production rather than what is on a roadmap. **Disclaimer:** This event is not affiliated with or endorsed by Oracle NetSuite. --- ## Links - [Register (Luma)](https://luma.com/mukiqlm5): Event registration page. - [Events and Webinars](https://www.stacksync.com/events-webinars): Stacksync events and webinars hub. ### Optional - [NetSuite connector](https://www.stacksync.com/connectors/netsuite): Stacksync NetSuite connector page. - [Book a Demo](https://www.stacksync.com/book-a-demo): Request a Stacksync demo. - [Shopify & NetSuite User Group (April)](https://www.stacksync.com/events/shopify-netsuite-user-group-april): Previous Stacksync user-group event. --- **End of document** ---