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CRM ⇄ Business productivity

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

Keep Close 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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Migrated from Mulesoft
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Why teams connect Close and NextGen Healthcare

Sync what happens in NextGen Healthcare with the customer records in Close, 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 Clinical Documents, Medications & Allergies, Lab Results, Insurance / Coverage in NextGen Healthcare to Activities, Tasks, Custom Activities, Custom Fields in Close with bi-directional, real-time sync. Activity and record changes in NextGen Healthcare update the matching contact or account in Close, and CRM data flows the other way wherever NextGen Healthcare can store and use it.

Common use cases

  • Push appointment schedules to reminder and communication tools and write confirmations back.
  • Land encounters and charges in a warehouse for revenue-cycle and utilization analytics.
  • 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.

Where NextGen Healthcare processes payments

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

Where NextGen Healthcare can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Close 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 Close, and refreshes keep them from going stale.

What you can sync between Close 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.

Close objects NextGen Healthcare objects
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Clinical Documents Notes and attachments exchanged with referral and document-management workflows.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Lab Results Result data read for patient-facing portals and analytics.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Insurance / Coverage Payer and eligibility data reconciled with billing and clearinghouse systems.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Charges & Billing Practice-management financial data synced for revenue-cycle analytics.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Patients Demographic records synced to CRMs and engagement tools for outreach and intake.
What ships with Close ⇄ NextGen Healthcare

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close 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 Close or NextGen Healthcare record.

Observability

Monitoring

Track your Close ⇄ 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 Close and NextGen Healthcare.

How the Close and NextGen Healthcare 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

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

    Choose tables

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

Close 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 Close and NextGen Healthcare.

Popular · 8 of 386
All Close integrations All NextGen Healthcare integrations Browse all integrations
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