Real-time
Two-way sync
Changes in Affinity or Rootstock ERP instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Affinity to Rootstock ERP integration — real-time, two-way sync
Keep Affinity and Rootstock ERP in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from Mulesoft
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Migrated from Celigo
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Affinity and Rootstock ERP
Close the gap between front office and back office: Affinity and Rootstock ERP share customers and status in real time, in both directions.
Affinity holds the customer relationship; Rootstock ERP runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.
Stacksync syncs Field Values, Notes, Interactions, Reminders in Affinity with Work Orders, Purchase Orders, Items / Products, Bills of Material in Rootstock ERP field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
- Push enrichment data computed elsewhere into Affinity field values on list entries.
- Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.
- Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
Where Rootstock ERP handles order-to-cash: closed-won flows through
A deal won in Affinity creates or updates the customer in Rootstock ERP with clean data, so fulfillment and invoicing start without re-entry.
Where Rootstock ERP is the finance system of record: money status on the account
Invoice and payment state from Rootstock ERP shows on the account in Affinity, so reps see balances before promising the next order.
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
What you can sync between Affinity and Rootstock ERP
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Affinity objects | Rootstock ERP objects | |
|---|---|---|
| Organizations Company records matched to accounts in other systems by domain. | Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. | |
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. | |
| Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. | Purchase Orders Procurement documents synced with supplier portals and AP systems. | |
| Notes Meeting and call notes synced for record-keeping in other systems. | Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems. | |
| Interactions Automatically captured emails and meetings, read for activity reporting. | Bills of Material Multi-level product structures read for costing and planning integrations. | |
| Reminders Follow-up tasks associated with people and organizations. | Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS. |
What ships with Affinity ⇄ Rootstock ERP
Connect Affinity and Rootstock ERP for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Rootstock ERP connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Rootstock ERP data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Affinity or Rootstock ERP record.
Observability
Monitoring
Track your Affinity ⇄ Rootstock ERP sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Affinity and Rootstock ERP.
How the Affinity and Rootstock ERP connectors work
Affinity
- Integration surface
- REST API
- Authentication
- API key
- Change detection
- Webhook subscriptions for record events, supplemented by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's published API rate limits
Rootstock ERP
- Integration surface
- Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
- Authentication
- OAuth 2.0 (standard Salesforce connected app flows)
- Change detection
- Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
- Capabilities
- read · write · CDC
- Rate limits
- Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works
How to connect Affinity to Rootstock ERP — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Affinity and Rootstock ERP with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Affinity
connected
Rootstock ERP
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Rootstock ERP objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Affinity ⇄ Rootstock ERPCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Affinity Rootstock ERPCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Rootstock ERP integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Rootstock ERP: authenticate both systems, choose the objects to sync (such as Affinity's Organizations and Opportunities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Affinity side: Field Values, Notes, Interactions, Reminders, plus custom fields where Affinity exposes them. On the Rootstock ERP side: Work Orders, Purchase Orders, Items / Products, Bills of Material. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
-
Common patterns for Affinity and Rootstock ERP: Where Rootstock ERP handles order-to-cash: closed-won flows through; Where Rootstock ERP is the finance system of record: money status on the account; One customer master. A deal won in Affinity creates or updates the customer in Rootstock ERP with clean data, so fulfillment and invoicing start without re-entry.
-
Affinity: REST API. Authentication: API key. Rootstock ERP: Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects. Authentication: OAuth 2.0 (standard Salesforce connected app flows). Stacksync manages authentication, retries, and rate limits on both sides.
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Affinity: The data model centers on lists: a person, organization, or opportunity gains list-specific field values only through its list entry, so syncs must address both the entity and the entry. Rootstock ERP: Rootstock is built natively on the Salesforce Platform, so ERP records are managed-package custom objects queryable with SOQL alongside CRM data. Stacksync's field mapping accounts for these differences between Affinity and Rootstock ERP without custom code.
SECURITY
Security teams love Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Affinity and Rootstock ERP.
Popular · 8 of 386
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Affinity ⇄ Infor LN - Affinity ⇄ Infor M3
- Affinity ⇄ Infor WMS
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Affinity ⇄ IQMS (DELMIAworks) -
Rootstock ERP ⇄ Folk CRM -
Rootstock ERP ⇄ Freshsales -
Rootstock ERP ⇄ Freshworks CRM -
Rootstock ERP ⇄ Gladly
No integrations match .
