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CRM ⇄ Business productivity

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

Keep Close and Orderful 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

Case study
Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Close and Orderful

Sync what happens in Orderful 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 Orderful 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 Validation guidelines, Acknowledgments, Webhook events, Transactions in Orderful to Activities, Tasks, Custom Activities, Custom Fields in Close with bi-directional, real-time sync. Activity and record changes in Orderful update the matching contact or account in Close, and CRM data flows the other way wherever Orderful can store and use it.

Common use cases

  • Onboard new retail partners by mapping Orderful's JSON transactions to existing order tables instead of building per-partner EDI maps.
  • Reconcile 810 invoices against ERP billing records automatically as documents arrive.
  • Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.
  • Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.

Where Orderful processes payments

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

Where Orderful can store CRM context: fields kept current

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

Where Orderful 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 Orderful

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 Orderful objects
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Acknowledgments 997 functional acknowledgments confirming receipt of transmitted documents
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Webhook events Push notifications for inbound documents and transaction status changes
Users Sales reps referenced as owners on leads, opportunities, and activities. Transactions EDI documents such as 850 purchase orders, 810 invoices, and 856 ship notices, represented as JSON
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Trading partners The retailers, carriers, and suppliers a company exchanges documents with
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Relationships Active partner connections per transaction type that govern what can be sent and received
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Validation guidelines Partner-specific rules transactions are checked against before delivery
What ships with Close ⇄ Orderful

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Orderful 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 Orderful record.

Observability

Monitoring

Track your Close ⇄ Orderful 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 Orderful.

How the Close and Orderful 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

Orderful

Integration surface
REST API (JSON)
Authentication
API key
Change detection
webhooks push inbound transactions and status events; polling available as fallback
Capabilities
read · write · webhooks
Rate limits
subject to the platform's API rate limits
How it works

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

    Choose tables

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

Close and Orderful 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 Orderful.

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