--- title: "Account hierarchy management - Stacksync" description: "One source of truth for parents, subsidiaries, and contracts across Salesforce, Stripe, and provisioning, synced two-way in real time so the hierarchy never…" canonical: https://www.stacksync.com/use-case/account-hierarchy-management last_modified: 2026-07-05 --- Stacksync × Supabase Miami: **AI-Native Operations** Oct 13 [Reserve your spot](https://www.stacksync.com/events/2026-10-13-supabase-miami) Real-time account hierarchy sync # Account hierarchy management as one source of truth > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md Keep parent accounts, subsidiaries, and contracts identical across Salesforce, Stripe, and your provisioning system with real-time, two-way sync, so billing, sales, and access always read the same hierarchy. [Book a demo](https://www.stacksync.com/book-a-demo) [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ## Adopted by fast-scaling companies moving mission-critical data in real time - Gladia Case study - IDEXX - MedPro Migrated from MuleSoft - Eko Case study - Ubicloud - Vimeo - Codility Migrated from Celigo - ACERTUS Migrated from Heroku Connect - Syringa Migrated from Matillion - Truora - Streaam Case study - SEAL SQ - Rinsed Migrated from Fivetran - IA Capital Group Case study - Meter - Golden Pear Funding Migrated from Celigo Where account hierarchies fork ## Three reasons your org chart fractures across tools. A single customer is a parent, three subs, and four contracts. Each system models that differently, and the structure drifts apart fast. 01 - Re-keyed parents ### The same company exists three times over A subsidiary gets created fresh in Stripe and provisioning instead of linked to the Salesforce parent. Now revenue, seats, and the org chart all roll up to different accounts. IDENTITY 02 - Contract drift ### Sales edits the parent, billing edits the sub A rep updates the parent in Salesforce while finance edits the subsidiary in Stripe. Without field-level conflict rules, the last write wins and the hierarchy quietly contradicts itself. CONFLICT POLICY 03 - Provisioning blind spots ### Access doesn't follow the org structure When a sub is re-parented in the CRM, provisioning never hears about it. Seats and entitlements stay tied to the old parent, so access and billing disagree on who owns what. RELIABILITY PLATFORM ## Six products. One Platform. Replace many legacy vendors. Every tool Stacksync replaces is one fewer vendor, one fewer bill, one fewer integration to maintain. [Start building now](https://www.stacksync.com/book-a-demo) ### [Two-way sync](https://www.stacksync.com/two-way-sync) Changes made in one platform automatically update across all connected systems in real time, eliminating data silos and reducing errors. Replaces: Heroku Connect and Salesforce Data 360 Heroku Connect Salesforce Data 360 ### [Workflow automation](https://www.stacksync.com/workflow-automation) Stop building brittle API scripts. With Stacksync, you can trigger complex automated workflows using simple SQL commands. Replaces: Workato and Boomi ### [AI Agents](https://www.stacksync.com/ai-agents) Expose every enterprise system to your agents through a single MCP layer. Claude, ChatGPT and Gemini get production-grade tools without custom glue code. Natively available in: Claude and ChatGPT and Gemini Claude ChatGPT Gemini ### [Event queues](https://www.stacksync.com/event-queues) Handle massive traffic spikes without losing a single event. Queues buffer your data during surges, ensuring strict ordering and reliable delivery. Replaces: Kafka and Amazon SQS and Confluent Kafka Amazon SQS ### [Database hosting](https://www.stacksync.com/database-hosting) Interact with your CRM, ERP, and payment tools as if they were just another table in your database. Say goodbye to rate limits and complex API documentation. Replaces: AWS RDS and Self-hosted databases AWS RDS Self-hosted databases ### [EDI](https://www.stacksync.com/edi) Transform legacy EDI complexity into simple database interactions. Stacksync automatically parses incoming EDI documents directly into your database tables. Replaces: SPS Commerce and TrueCommerce [Start building now](https://www.stacksync.com/book-a-demo) Connectors ## Every system the hierarchy lives in, on one record. Stacksync ships pre-built two-way connectors for the CRMs, billing systems, provisioning, and warehouses that model account structure, with field-level conflict policies and replay. CRM & sales 05 - Salesforce - HubSpot - Intercom - Zendesk - Segment Billing & contracts 05 - Stripe - Chargebee - Recurly - NetSuite - QuickBooks Provisioning & identity 05 - Postgres - MySQL - MongoDB - Supabase - Firebase Warehouse & comms 05 - Snowflake - BigQuery - Databricks - Slack - Datadog Custom Salesforce account objects, Stripe customer metadata, and your own parent-child schema are first-class, no scripting required. [Browse all 1,000+ connectors](https://www.stacksync.com/connectors) SECURITY ## Security teams trust Stacksync As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers. [Learn more about security](https://www.stacksync.com/security) | | | | --- | --- | | | SOC 2 Type II | | | ISO 27001 | | | HIPAA BAA | | | GDPR | | | CCPA | | | DPF US-EU-UK-CH | → SECURITY WITH BENEFITS ### SSO & SCIM Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more. ### Alerts Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options. ### Secure connection options Securely connects to your systems with: [OAuth 2](https://www.stacksync.com/security) [SSH Tunnelling](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ssh-tunneling) [SSL certificates](https://docs.stacksync.com/two-way-sync/connectors/postgres/authorize-postgres/amazon-rds/ensuring-secure-rds-connections-with-ssl-certificate) [IP Whitelisting](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ip-whitelisting) [VPN gateway](https://docs.stacksync.com/two-way-sync/legal/service-consumption-tables#:~:text=%E2%9C%93-,VPN%20gateway,-%2D) [VPC peering](https://www.stacksync.com/security) and more Common questions ## Common questions about account hierarchy sync. The four concerns every RevOps and finance team raises before unifying account structure across tools. [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ### How do you keep parent-child links from breaking? Records sync keyed on a stable account ID, so a subsidiary maps to its Salesforce parent everywhere instead of being re-created. The hierarchy stays one graph across Stripe and provisioning. ### What if sales and billing edit the same account? Field-level conflict policies decide per field which system is source of truth, so a rep's parent edit and a finance sub edit merge by rule instead of overwriting each other. ### Does re-parenting propagate to access? Yes. Two-way sync pushes a CRM re-parent to provisioning in real time, so seats and entitlements follow the new structure and access lines up with billing. ### Can we model our own contract structure? Yes. Custom account objects, contract line items, and parent-child fields map in the visual mapper alongside standard fields and sync the same way. ## Stop fixing the org chart by hand. One hierarchy across every system. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)