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Business productivity ⇄ ERP

Customer.io to Dynamics 365 Business Central integration — real-time, two-way sync

Keep Customer.io and Dynamics 365 Business Central 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 Customer.io and Dynamics 365 Business Central

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Customer.io and Dynamics 365 Business Central.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Customer.io is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Deliveries / Messages, Newsletters, People, Objects in Customer.io with Purchase Orders, General Ledger Entries, Journals, Dimensions in Dynamics 365 Business Central bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • Keep unsubscribe and subscription-preference state consistent between Customer.io and the CRM to avoid compliance gaps.
  • Sync account-level objects and their person relationships for B2B messaging keyed to company attributes.
  • Sync vendor and purchase order data with procurement or AP automation tools.
  • Create sales orders in Business Central automatically from e-commerce or CRM order records, and sync fulfillment status back.

Where Customer.io collects payments: transactions post through

Payment events sync into Dynamics 365 Business Central as they occur, keeping the enterprise records current without manual entry.

Where Dynamics 365 Business Central is the HR or people system of record

Worker and organization data from Dynamics 365 Business Central stays current in Customer.io, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

What you can sync between Customer.io and Dynamics 365 Business Central

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.

Customer.io objects Dynamics 365 Business Central objects
Events Behavioral events sent via the Track API that trigger campaigns. Payments Customer and vendor payment records reconciled against invoices.
Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate. Customers Core master data synced with CRMs so sales and finance share one customer list.
Campaigns Automated workflows whose membership and metrics can be read via the App API. Vendors Supplier master data synced with procurement and AP automation tools.
Broadcasts One-off sends to segments or audiences, triggerable via API. Items Product and inventory records aligned with e-commerce and warehouse systems.
Deliveries / Messages Per-recipient message records whose lifecycle events flow out through reporting webhooks. Sales Orders Order headers and lines created from external channels and read back for fulfillment status.
Newsletters Recurring email sends with performance metrics available for reporting syncs. Sales Invoices Billing documents synced to CRMs and payment platforms.
What ships with Customer.io ⇄ Dynamics 365 Business Central

Connect Customer.io and Dynamics 365 Business Central for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Customer.io–Dynamics 365 Business Central connection.

Real-time

Two-way sync

Changes in Customer.io or Dynamics 365 Business Central instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Customer.io or Dynamics 365 Business Central 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 Customer.io or Dynamics 365 Business Central record.

Observability

Monitoring

Track your Customer.io ⇄ Dynamics 365 Business Central sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Customer.io and Dynamics 365 Business Central.

How the Customer.io and Dynamics 365 Business Central connectors work

Customer.io

Integration surface
REST APIs split by purpose: Track API for data ingestion, App API for campaigns, people lookups, and messages
Authentication
Basic auth with site ID and API key for the Track API; bearer token for the App API
Change detection
Reporting webhooks push message and delivery events; person attribute changes are not streamed and require source-side detection
Capabilities
read · write · webhooks
Rate limits
Subject to per-API rate limits documented by Customer.io

Dynamics 365 Business Central

Integration surface
REST API built on OData v4 (standard API v2.0), extensible with custom API pages in AL
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
API webhooks (change notifications on subscribed entities) plus polling on lastModifiedDateTime
Capabilities
read · write · webhooks
How it works

How to connect Customer.io to Dynamics 365 Business Central — 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 Customer.io and Dynamics 365 Business Central 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
    Customer.io connected
    Dynamics 365 Business Central connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Customer.io and Dynamics 365 Business Central 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 · Customer.io ⇄ Dynamics 365 Business Central
    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
    Customer.io Dynamics 365 Business Central
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Customer.io and Dynamics 365 Business Central 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 Customer.io and Dynamics 365 Business Central.

Popular · 8 of 386
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