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CRM ⇄ ERP

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

Keep Close and Syspro 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 Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Close and Syspro

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

Close holds the customer relationship; Syspro 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 Warehouses, Customers, Suppliers, Inventory items in Syspro 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.
  • Extract job and WIP data into a warehouse for production and costing reports
  • Post shipment confirmations from logistics systems back against SYSPRO sales orders

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

Invoice and payment state from Syspro 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.

Where Syspro manages people and org data: keep Close aligned

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

What you can sync between Close and Syspro

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 Syspro objects
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Inventory items The stock master, kept aligned with WMS and e-commerce catalogs.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Sales orders Orders written in from storefronts and CRMs, with status read back out.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Purchase orders Procurement documents synced with supplier portals and receiving.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Jobs (work orders) Manufacturing jobs and WIP tracked for production reporting.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Bills of materials Product structures referenced when syncing manufacturing data.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. AR invoices Billing documents surfaced to CRMs and finance reporting.
What ships with Close ⇄ Syspro

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Syspro 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 Syspro record.

Observability

Monitoring

Track your Close ⇄ Syspro 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 Syspro.

How the Close and Syspro 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

Syspro

Integration surface
e.net Solutions business objects, exposed over REST and WCF interfaces in SYSPRO 8
Authentication
SYSPRO operator credentials exchanged for a session token
Change detection
Polling; the ERP does not expose a change feed to external consumers
Capabilities
read · write
Rate limits
Throughput depends on the customer's server sizing; many deployments are on-premise
How it works

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

    Choose tables

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

Close and Syspro 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 Syspro.

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