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CRM ⇄ ERP

Close to NetSuite integration — real-time, two-way sync

Keep Close and NetSuite 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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Why teams connect Close and NetSuite

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

Close holds the customer relationship; NetSuite 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 Activities, Tasks, Custom Activities, Custom Fields in Close with Bin Transfer, Currency Rate, Price Level, Term in NetSuite 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

  • Sync Close leads and opportunities into Postgres or a warehouse for pipeline reporting outside Close's built-in reports.
  • Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.
  • Mirror journal entries and transaction lines into a warehouse for financial reporting without CSV exports.
  • Sync customers, sales orders, and invoices to an operational Postgres database so teams query ERP data without writing SuiteScript.

Where NetSuite manages people and org data: keep Close aligned

Owners, territories, and org structure informed by NetSuite stay current in Close.

Where NetSuite handles order-to-cash: closed-won flows through

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

Where NetSuite is the finance system of record: money status on the account

Invoice and payment state from NetSuite shows on the account in Close, so reps see balances before promising the next order.

What you can sync between Close and NetSuite

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.

Close objects NetSuite objects
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Accounting Period Synced with incremental and full sync per the Stacksync docs.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Bin Transfer Synced with incremental and full sync per the Stacksync docs.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Currency Rate Synced with incremental and full sync per the Stacksync docs.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Price Level Synced with incremental and full sync per the Stacksync docs.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Term Synced with incremental and full sync per the Stacksync docs.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Subsidiary Synced with incremental and full sync per the Stacksync docs.
What ships with Close ⇄ NetSuite

Connect Close and NetSuite for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Close–NetSuite connection.

Real-time

Two-way sync

Changes in Close or NetSuite instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or NetSuite 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 Close or NetSuite record.

Observability

Monitoring

Track your Close ⇄ NetSuite sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Close and NetSuite.

How the Close and NetSuite connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

NetSuite

Integration surface
SuiteTalk REST and SOAP web services, plus SuiteQL queries
Authentication
Token-Based Authentication (TBA): enable REST Web Services (and SOAP Web Services) + Token-Based Authentication in NetSuite, create an integration record to get Consumer ID/Secret
Change detection
Polling on lastModifiedDate via SuiteQL or saved searches; no native webhooks without custom SuiteScript
Capabilities
read · write
Rate limits
API concurrency is governed per account; sync tools queue and throttle requests.
NetSuite setup guide
How it works

How to connect Close to NetSuite — 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 Close and NetSuite 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
    Close connected
    NetSuite connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Close and NetSuite 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 · Close ⇄ NetSuite
    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
    Close NetSuite
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Close and NetSuite 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 Close and NetSuite.

Popular · 8 of 386
All Close integrations All NetSuite integrations Browse all integrations
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