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CRM ⇄ ERP

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

Keep Close and SAP 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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Migrated from Fivetran
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Why teams connect Close and SAP

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

Close holds the customer relationship; SAP 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 Contacts, Opportunities, Activities, Tasks in Close with Billing Documents, GL Accounts and Journal Entries, Production Orders, Inventory / Stock in SAP 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

  • Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
  • Keep MES and WMS systems aligned with production orders and goods movements.
  • Expose sales order and delivery status to customer portals through a synced Postgres database instead of direct SAP access.

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

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

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

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

One customer master

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

What you can sync between Close and SAP

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 SAP objects
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Purchase Orders Procurement documents synced with supplier portals and spend tools.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Outbound Deliveries Shipment documents synced to WMS, carriers, and customer portals.
Users Sales reps referenced as owners on leads, opportunities, and activities. Billing Documents Invoices read for AR status and replicated for revenue reporting.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. GL Accounts and Journal Entries Financial postings replicated to warehouses for group finance analytics.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Production Orders Manufacturing orders exchanged with MES and scheduling systems.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Inventory / Stock Plant and storage-location quantities synced to storefronts and planning tools.
What ships with Close ⇄ SAP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or SAP 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 SAP record.

Observability

Monitoring

Track your Close ⇄ SAP 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 SAP.

How the Close and SAP 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

SAP

Integration surface
OData (v2/v4) APIs on S/4HANA; BAPI/RFC and IDoc on ECC and on-prem systems; SOAP services
Authentication
OAuth 2.0 or basic auth via communication arrangements on cloud editions; SAP user credentials for RFC on-prem
Change detection
Business events via SAP Event Mesh on S/4HANA; change pointers with IDocs or timestamp polling on ECC
Capabilities
read · write · webhooks
Rate limits
Throttling is configured at the gateway and tenant level rather than as a single published rate limit
How it works

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

    Choose tables

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

Close and SAP 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 SAP.

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