Construction services and installation
Connect customer, project, material and billing records for companies that sell, supply, install and maintain physical systems.
Connect your CRM, ERP, and databases. Map the records your teams share, choose the permitted sync directions, and keep operational data aligned.
We'll build your first integration on the call. SOC 2 · ISO 27001 · HIPAA.
Schema drift, API rate limits, failed records and sync cadence are the conditions to plan for in production. Review your mappings, allocate API capacity, and give your team a clear process for resolving sync issues.
Stacksync proposes field mappings that you can adjust. Field names can differ, but their types must be compatible. Recheck your configuration when a connected system changes its schema.
A mapping review
Review these decisions with representative records before enabling a broader sync.
Configure API limits in Stacksync to share capacity with your other integrations. Tighter budgets protect capacity but can delay updates until more API calls become available.
Capacity planning
Direction and throughput are separate: a two-way sync still depends on each endpoint’s capacity.
The Issues dashboard shows records that could not sync and the reason. Correct validation or configuration problems, then retry using the source’s current values or revert the affected fields.
Record recovery
A retry uses current record values. It is not a replay of an immutable historical event.
Define how fresh the destination data must be. Check change detection, API capacity, and destination writes for each connection, then measure the result under the workload you expect.
Measure each direction
Test during normal operation and expected peak load; document the freshness your workflow requires.
We support every major SaaS and database out of the box. If yours isn't listed, paste an API URL and our agent will spec and build a connector, typically in under a minute.
A sync connects records that represent the same business information. The direction determines where an edit may originate; the change-detection method and delivery conditions determine when it arrives.
| Decision | Source-to-destination transfer | Two-way sync |
|---|---|---|
| Where edits originate | The designated source | Either system, for the writable fields selected |
| Typical use | A reporting copy or a read-only operational view | Two teams updating shared customer or operational records |
| What to decide first | Source ownership and destination permissions | Record matching, field ownership, and conflicting-edit behavior |
| What still needs testing | Mapping, freshness, and failed writes | Those checks in each permitted direction |
Stacksync lets you select table direction and fields; read-only fields retain their restrictions. Read the direction and field limitations.
A production integration needs a mapping and an operating plan. Start with one useful flow and confirm the expected behavior before adding more records or systems.
Choose the business outcome and the objects that support it: for example, customer details in a CRM and an operational database. Specify which team owns each field.
Review the connector guides for authentication, permissions, supported objects, and write restrictions. Separate the initial data load from ongoing change synchronization.
Connect both apps, select the tables, choose a direction, and review the suggested field mappings. Check compatible types and how existing records will be reconciled.
Use a small representative dataset. Confirm permitted edits in each direction, read-only behavior, matching, validation failures, and recovery before broadening access.
Enable the sync, inspect the Issues dashboard, and measure freshness. Assign someone to review failures and configuration changes as the connected systems evolve.
Follow the Stacksync quick start for the setup screens, then use the Issues dashboard guide when validating recovery.
Plan your first integration with our engineers →Use these guides to define record ownership, map fields, and prepare an integration for production.
FAQ
Two-way sync allows changes to selected writable data in either connected system to reach the other. A source-to-destination transfer copies selected changes only from the designated source. With Stacksync, configure write direction for the data you share; fields owned by one system can retain their write restrictions.
No. Managed IDs, computed values, and other read-only fields retain their write restrictions within two-way sync. Database views can supply data to the other app, but they cannot accept writes back. Review permissions and field restrictions for each connector.
No. Stacksync does not automatically merge duplicate records when two-way sync is first activated. Decide how existing records will be reconciled before enabling the sync; the documentation recommends starting with one empty side where practical.
Field names can differ. Stacksync proposes field mappings that you can review and change. Field types must be semantically compatible, so test dates, identifiers, currencies, and required values with representative records before expanding the sync.
Direction and speed are separate decisions. Delivery depends on the connector’s change-detection method, API capacity, destination behavior, and the configured limits. A constrained API budget can delay updates. Measure both directions with your actual objects and workload instead of assuming a universal latency.
The Issues dashboard identifies affected records and provides error details. After correcting the cause, retry reads the current source values and attempts the write again. Revert uses the other system’s values to restore the affected fields. Select the action that matches the state you want to preserve.
Just Ingredients runs a high-volume DTC business on a stack that has to absorb traffic spikes without dropping an order. Stacksync moves orders, customers and inventory between Shopify, NetSuite and the warehouse in real time, even on the heaviest days of the year.
Nautilus Solar manages community-solar portfolios with production data flowing across HubSpot, NetSuite and Postgres. Stacksync supports these core integrations following the company's move from Boomi, with additional workflow and EDI requirements managed on the same platform.
Eko's engineering team was spending sprints on brittle integration plumbing. Stacksync took over the syncs and workflows between their CRM, data warehouse and product app stack, freeing significant engineering capacity for product innovation.
ACERTUS replaced Heroku Connect with Stacksync's real-time, two-way sync between Salesforce and Postgres. Data integration stopped consuming their best engineers and became infrastructure they could build on, reliably, at scale.
Fellow ties together its e-commerce, retail and back-office systems with Stacksync. Inventory, orders and customer data move in real time between Shopify, NetSuite and their support tools, so every team works from the same picture.
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Stacksync buys back your current contract with Boomi, Celigo, Workato, or MuleSoft. No migration cost, no overlap billing.
Check your eligibility for the migration fund
Find your operating context
Connect customer, project, material and billing records for companies that sell, supply, install and maintain physical systems.
Two-way sync, workflow automation, Genies, and EDI for CPG companies combining manufacturing, distribution, wholesale, and ecommerce.
Two-way sync, workflow automation, Genies and EDI for manufacturers whose customer commitments depend on current production, purchasing and service records.