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Business productivity ⇄ ERP

Customer.io to Unleashed Software integration — real-time, two-way sync

Keep Customer.io and Unleashed Software 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 Customer.io and Unleashed Software

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

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Events, Segments, Campaigns, Broadcasts in Customer.io with Invoices, Products, Stock On Hand, Sales Orders in Unleashed Software 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

  • Land delivery and engagement events (sent, opened, clicked, bounced) from reporting webhooks into a warehouse for attribution analysis.
  • Keep unsubscribe and subscription-preference state consistent between Customer.io and the CRM to avoid compliance gaps.
  • Mirror Purchase Orders and supplier data to a data warehouse for procurement reporting.
  • Sync Customers bi-directionally with a CRM so credit terms and delivery addresses match everywhere.

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 Unleashed Software carries account records

Order, invoice, or account status from Unleashed Software 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 Unleashed Software as they occur, keeping the enterprise records current without manual entry.

What you can sync between Customer.io and Unleashed Software

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 Unleashed Software objects
Objects Non-person entities such as accounts or companies, related to people for account-level messaging. Customers Buyer records with pricing tiers and delivery addresses.
Events Behavioral events sent via the Track API that trigger campaigns. Suppliers Vendor records referenced on purchase orders.
Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate. Warehouses Stock locations that scope inventory quantities and order fulfillment.
Campaigns Automated workflows whose membership and metrics can be read via the App API. Stock Adjustments Manual quantity or value corrections synced for audit and reporting.
Broadcasts One-off sends to segments or audiences, triggerable via API. Bills of Materials Production definitions used by assemblies; relevant for manufacturers syncing production data.
Deliveries / Messages Per-recipient message records whose lifecycle events flow out through reporting webhooks. Invoices Sales invoices raised from orders, synced into accounting systems.
What ships with Customer.io ⇄ Unleashed Software

Connect Customer.io and Unleashed Software for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Customer.io–Unleashed Software connection.

Real-time

Two-way sync

Changes in Customer.io or Unleashed Software instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Customer.io or Unleashed Software 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 Unleashed Software record.

Observability

Monitoring

Track your Customer.io ⇄ Unleashed Software 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 Unleashed Software.

How the Customer.io and Unleashed Software 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

Unleashed Software

Integration surface
REST API
Authentication
API ID plus API key, with each request signed using an HMAC-SHA256 of the query string
Change detection
Polling with modified-date filters on list endpoints
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; paginate list endpoints and batch where possible.
How it works

How to connect Customer.io to Unleashed Software — 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 Unleashed Software 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
    Unleashed Software connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Customer.io and Unleashed Software 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 ⇄ Unleashed Software
    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 Unleashed Software
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Customer.io and Unleashed Software 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 Unleashed Software.

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