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CRM ⇄ ERP

Attio to Rootstock ERP integration — real-time, two-way sync

Keep Attio 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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Why teams connect Attio and Rootstock ERP

Close the gap between front office and back office: Attio and Rootstock ERP share customers and status in real time, in both directions.

Attio 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 Deals, Workspaces, Custom objects, People in Attio with Inventory Balances, Receipts and Shipments, Salesforce Accounts and Contacts, Sales Orders 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

  • Run a two-way dual-run when migrating to Attio from another CRM.
  • Sync companies, people, and deals with Postgres so ops teams enrich and update CRM records with SQL.
  • Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
  • Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Rootstock ERP manages people and org data: keep Attio aligned

Owners, territories, and org structure informed by Rootstock ERP stay current in Attio.

Where Rootstock ERP handles order-to-cash: closed-won flows through

A deal won in Attio creates or updates the customer in Rootstock ERP with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Attio 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.

Attio objects Rootstock ERP objects
Deals Pipeline records; read out for revenue reporting and written to from automation. Bills of Material Multi-level product structures read for costing and planning integrations.
Workspaces Synced with incremental and full sync per the Stacksync docs. Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS.
Custom objects Workspace-defined objects that behave like standard ones in the API. Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems.
People Standard person object; synced with marketing tools and warehouse person tables. Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync.
Companies Standard company object; matched to billing and product accounts in two-way syncs. Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems.
Users Synced with incremental and full sync per the Stacksync docs. Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools.
What ships with Attio ⇄ Rootstock ERP

Connect Attio and Rootstock ERP for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Attio 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 Attio or Rootstock ERP record.

Observability

Monitoring

Track your Attio ⇄ 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 Attio and Rootstock ERP.

How the Attio and Rootstock ERP 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

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 Attio 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.

  1. 01

    Connect your apps

    Authenticate Attio 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Attio connected
    Rootstock ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Attio 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Attio ⇄ Rootstock ERP
    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 Rootstock ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Attio and Rootstock ERP 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 Rootstock ERP.

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