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CRM ⇄ ERP

Close to Visibility ERP integration — real-time data sync

Keep Close and Visibility ERP 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
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Migrated from Celigo
Why teams connect Close and Visibility ERP

Flow Visibility ERP data into Close in real time — no exports, no schedulers, no custom scripts.

Visibility ERP is a read-only source: Stacksync reads its data in real time and delivers it into Close, so Close always reflects the current state of Visibility ERP — without exports, scripts, or schedulers.

Close holds the customer relationship; Visibility ERP 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.

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 customer records into a CRM so sales teams see order and project history alongside the account.
  • Feed inventory and work-order status into a warehouse for on-time-delivery reporting.

One customer master

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

Where Visibility ERP manages people and org data: keep Close aligned

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

Where Visibility ERP handles order-to-cash: closed-won flows through

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

What you can sync between Close and Visibility ERP

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 Visibility ERP objects
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Vendors Supplier records used in procurement.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Parts and Items Engineering and inventory item master data.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Bills of Material Multi-level product structures central to engineer-to-order manufacturing.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Projects Contract and project records that group orders, costs, and schedules.
Users Sales reps referenced as owners on leads, opportunities, and activities. Work Orders Shop-floor production orders tracked for status and cost.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Sales Orders Customer orders with lines and delivery schedules.
What ships with Close ⇄ Visibility ERP

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Visibility ERP 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 Visibility ERP record.

Observability

Monitoring

Track your Close ⇄ Visibility ERP 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 Visibility ERP.

How the Close and Visibility ERP 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

Visibility ERP

Integration surface
Vendor-provided integration surface (.NET web services); direct database access is a common path in on-premise deployments
Authentication
Application or database credentials, depending on the integration path
Change detection
Polling against tables or modified timestamps; no public event or CDC interface is documented
Capabilities
read
How it works

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

    Choose tables

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

Close and Visibility ERP 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 Visibility ERP.

Popular · 8 of 386
All Close integrations All Visibility ERP integrations Browse all integrations
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