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CRM ⇄ ERP

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

Keep Close and SAP Business ByDesign 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 Close and SAP Business ByDesign

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

Close holds the customer relationship; SAP Business ByDesign 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 Smart Views, Leads, Contacts, Opportunities in Close with Employees, Business Partners (Accounts), Contacts, Sales Orders in SAP Business ByDesign 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

  • 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.
  • Sync ByDesign accounts and contacts with an external CRM so sales works outside the ERP while finance keeps the master record.
  • Create sales orders in ByDesign from e-commerce or CPQ systems and sync order and delivery status back.

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

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

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

Invoice and payment state from SAP Business ByDesign 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 Business ByDesign

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 Business ByDesign objects
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Contacts Person records linked to accounts, aligned with CRM contact objects.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Sales Orders Order documents created from external channels and read for status.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Customer Invoices Billing documents synced outward for collections and CRM visibility.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Materials / Products Item master data aligned with e-commerce and inventory systems.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Purchase Orders Procurement documents exchanged with supplier systems.
Users Sales reps referenced as owners on leads, opportunities, and activities. Opportunities Built-in CRM records synced with external sales tools when both are in use.
What ships with Close ⇄ SAP Business ByDesign

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or SAP Business ByDesign 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 Business ByDesign record.

Observability

Monitoring

Track your Close ⇄ SAP Business ByDesign 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 Business ByDesign.

How the Close and SAP Business ByDesign 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 Business ByDesign

Integration surface
SOAP web services plus OData services for analytical and custom data access
Authentication
Basic authentication over TLS for service users; OAuth-based options exist for certain scenarios
Change detection
Polling on last-changed timestamps; the platform does not offer a general webhook surface
Capabilities
read · write
How it works

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

    Choose tables

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

Close and SAP Business ByDesign 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 Business ByDesign.

Popular · 8 of 386
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