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CRM ⇄ Business productivity

Attio to NextGen Healthcare integration — real-time, two-way sync

Keep Attio and NextGen Healthcare in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Attio and NextGen Healthcare

Sync what happens in NextGen Healthcare with the customer records in Attio, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever NextGen Healthcare holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Charges & Billing, Patients, Appointments, Encounters in NextGen Healthcare to Deals, Workspaces, Custom objects, People in Attio with bi-directional, real-time sync. Activity and record changes in NextGen Healthcare update the matching contact or account in Attio, and CRM data flows the other way wherever NextGen Healthcare can store and use it.

Common use cases

  • Keep provider directories consistent between the EHR, the website, and scheduling tools.
  • Feed referral data into intake workflows so new patients are registered without rekeying.
  • Write product usage and enrichment data into Attio attributes so GTM teams work from live account signals.
  • Keep Attio aligned with a billing system or ERP on customer records and plan status.

Where NextGen Healthcare processes payments

Charges, refunds, and subscription changes appear on the account in Attio, so revenue context lives with the relationship.

Where NextGen Healthcare can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Attio sync into NextGen Healthcare, so people working there have the context without switching tools.

Where NextGen Healthcare supplies contact or company data

Enriched fields land directly on records in Attio, and refreshes keep them from going stale.

What you can sync between Attio and NextGen Healthcare

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.

Attio objects NextGen Healthcare objects
Custom objects Workspace-defined objects that behave like standard ones in the API. Encounters Visit records landed in analytics stores for utilization and quality reporting.
People Standard person object; synced with marketing tools and warehouse person tables. Providers Clinician and location directories kept consistent across scheduling and web systems.
Companies Standard company object; matched to billing and product accounts in two-way syncs. Clinical Documents Notes and attachments exchanged with referral and document-management workflows.
Users Synced with incremental and full sync per the Stacksync docs. Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination.
Deals Pipeline records; read out for revenue reporting and written to from automation. Lab Results Result data read for patient-facing portals and analytics.
Workspaces Synced with incremental and full sync per the Stacksync docs. Insurance / Coverage Payer and eligibility data reconciled with billing and clearinghouse systems.
What ships with Attio ⇄ NextGen Healthcare

Connect Attio and NextGen Healthcare for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Attio–NextGen Healthcare connection.

Real-time

Two-way sync

Changes in Attio or NextGen Healthcare instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Attio or NextGen Healthcare 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 Attio or NextGen Healthcare record.

Observability

Monitoring

Track your Attio ⇄ NextGen Healthcare sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Attio and NextGen Healthcare.

How the Attio and NextGen Healthcare connectors work

Attio

Integration surface
REST API
Authentication
Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
Change detection
Webhooks on record and list-entry events, with polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits.
Attio setup guide

NextGen Healthcare

Integration surface
REST API, including FHIR-based endpoints published through NextGen's developer API program
Authentication
OAuth 2.0
Change detection
Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and healthcare data-access agreements.
How it works

How to connect Attio to NextGen Healthcare — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Attio and NextGen Healthcare with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Attio connected
    NextGen Healthcare connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Attio and NextGen Healthcare objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Attio ⇄ NextGen Healthcare
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Attio NextGen Healthcare
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Attio and NextGen Healthcare integration FAQ

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.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Attio and NextGen Healthcare.

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