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Business productivity ⇄ ERP

Customer.io to SAP Business One integration — real-time, two-way sync

Keep Customer.io and SAP Business One 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 SAP Business One

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

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Broadcasts, Deliveries / Messages, Newsletters, People in Customer.io with Price Lists, Activities, Business Partners, Items in SAP Business One 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

  • Sync account-level objects and their person relationships for B2B messaging keyed to company attributes.
  • Sync product usage and billing attributes from Postgres onto Customer.io people so lifecycle campaigns trigger on real product behavior.
  • Mirror items, stock levels, and price lists to external channels so quotes and listings use current ERP data.
  • Replicate invoices and journal entries into a SQL database for reporting without direct ERP database access.

Master data corrections travel

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

Where Customer.io faces customers and SAP Business One carries account records

Order, invoice, or account status from SAP Business One appears alongside the customer in Customer.io, so front-line teams answer from live data.

Where Customer.io collects payments: transactions post through

Payment events sync into SAP Business One as they occur, keeping the enterprise records current without manual entry.

What you can sync between Customer.io and SAP Business One

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 SAP Business One objects
Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate. Activities CRM-style tasks and interactions aligned with external sales tools.
Campaigns Automated workflows whose membership and metrics can be read via the App API. Business Partners Combined customer, vendor, and lead master records; the anchor object for most syncs.
Broadcasts One-off sends to segments or audiences, triggerable via API. Items Product master data including inventory levels, aligned with e-commerce and warehouse systems.
Deliveries / Messages Per-recipient message records whose lifecycle events flow out through reporting webhooks. Sales Orders Order documents with header and line structure created from external channels.
Newsletters Recurring email sends with performance metrics available for reporting syncs. A/R Invoices Billing documents synced outward for CRM visibility and payment tracking.
People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs. Purchase Orders Procurement documents exchanged with supplier-facing tools.
What ships with Customer.io ⇄ SAP Business One

Connect Customer.io and SAP Business One for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Customer.io or SAP Business One instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Customer.io or SAP Business One 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 SAP Business One record.

Observability

Monitoring

Track your Customer.io ⇄ SAP Business One 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 SAP Business One.

How the Customer.io and SAP Business One 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

SAP Business One

Integration surface
Service Layer, a REST API based on OData, plus the legacy COM-based DI API
Authentication
Session-based login with company database, username, and password against the Service Layer
Change detection
Polling on update timestamps; no general-purpose webhook mechanism on the standard surface
Capabilities
read · write
How it works

How to connect Customer.io to SAP Business One — 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 SAP Business One 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
    SAP Business One connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Customer.io and SAP Business One 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 ⇄ SAP Business One
    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 SAP Business One
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Customer.io and SAP Business One 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 SAP Business One.

Popular · 8 of 386
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