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Business productivity ⇄ ERP

Klaviyo to Rootstock ERP integration — real-time, two-way sync

Keep Klaviyo and Rootstock 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

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Why teams connect Klaviyo and Rootstock ERP

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Klaviyo and Rootstock ERP.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Klaviyo 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Templates, Catalog Items, Tags, Profiles in Klaviyo with Work Orders, Purchase Orders, Items / Products, Bills of Material in Rootstock ERP 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 suppression and consent status consistent between Klaviyo and other email or SMS tools
  • Sync catalog items from an ERP or PIM so product recommendations and back-in-stock flows use current data
  • Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
  • Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.

Where Klaviyo faces customers and Rootstock ERP carries account records

Order, invoice, or account status from Rootstock ERP appears alongside the customer in Klaviyo, so front-line teams answer from live data.

Where Klaviyo collects payments: transactions post through

Payment events sync into Rootstock ERP as they occur, keeping the enterprise records current without manual entry.

Where Rootstock ERP is the HR or people system of record

Worker and organization data from Rootstock ERP stays current in Klaviyo, so the tools people use daily reflect the org as it actually is.

What you can sync between Klaviyo and Rootstock 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.

Klaviyo objects Rootstock ERP objects
Segments Dynamic audiences are readable so other tools can mirror who qualifies. Purchase Orders Procurement documents synced with supplier portals and AP systems.
Events Timestamped behavioral records tied to metrics; external order and product events are pushed in to trigger flows. Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems.
Metrics Event type definitions organize the activity stream used in segmentation and attribution. Bills of Material Multi-level product structures read for costing and planning integrations.
Campaigns Email and SMS sends expose performance data for warehouse-based reporting. Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS.
Flows Automation definitions and their engagement data sync outward for attribution. Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems.
Templates Message templates are accessible via API for content management workflows. Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync.
What ships with Klaviyo ⇄ Rootstock ERP

Connect Klaviyo and Rootstock ERP for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Klaviyo or Rootstock 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 Klaviyo or Rootstock ERP record.

Observability

Monitoring

Track your Klaviyo ⇄ Rootstock ERP sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Klaviyo and Rootstock ERP.

How the Klaviyo and Rootstock ERP connectors work

Klaviyo

Integration surface
REST API compliant with the JSON:API specification
Authentication
OAuth 2.0 for apps or private API keys
Change detection
Polling on updated timestamps; outbound webhooks exist for event topics (availability depends on plan or app-partner status) and as flow webhook actions
Capabilities
read · write · webhooks
Rate limits
Per-endpoint burst and steady rate limits apply

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works

How to connect Klaviyo to Rootstock 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 Klaviyo and Rootstock 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
    Klaviyo connected
    Rootstock ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Klaviyo and Rootstock 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 · Klaviyo ⇄ Rootstock 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
    Klaviyo Rootstock ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Klaviyo and Rootstock 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 Klaviyo and Rootstock ERP.

Popular · 8 of 386
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