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Business productivity ⇄ CRM

NextGen Healthcare to Salesforce integration — real-time, two-way sync

Keep NextGen Healthcare and Salesforce 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 Matillion
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Migrated from Fivetran
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Why teams connect NextGen Healthcare and Salesforce

Sync what happens in NextGen Healthcare with the customer records in Salesforce, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever NextGen Healthcare holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Clinical Documents, Medications & Allergies, Lab Results, Insurance / Coverage in NextGen Healthcare to Campaigns, Tasks and Events, Products and Price Books, Custom Objects in Salesforce with bi-directional, real-time sync. Activity and record changes in NextGen Healthcare update the matching contact or account in Salesforce, and CRM data flows the other way wherever NextGen Healthcare can store and use it.

Common use cases

  • Push appointment schedules to reminder and communication tools and write confirmations back.
  • Land encounters and charges in a warehouse for revenue-cycle and utilization analytics.
  • Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.
  • Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.

Where NextGen Healthcare processes payments

Charges, refunds, and subscription changes appear on the account in Salesforce, so revenue context lives with the relationship.

Where NextGen Healthcare can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Salesforce sync into NextGen Healthcare, so people working there have the context without switching tools.

Where NextGen Healthcare supplies contact or company data

Enriched fields land directly on records in Salesforce, and refreshes keep them from going stale.

What you can sync between NextGen Healthcare and Salesforce

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.

NextGen Healthcare objects Salesforce objects
Providers Clinician and location directories kept consistent across scheduling and web systems. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records.
Clinical Documents Notes and attachments exchanged with referral and document-management workflows. Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines.
Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination. Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close.
Lab Results Result data read for patient-facing portals and analytics. Cases Support records; synced with help desk tools or internal databases for escalation workflows.
Insurance / Coverage Payer and eligibility data reconciled with billing and clearinghouse systems. Campaigns Marketing membership data; read out for attribution analysis in the warehouse.
Charges & Billing Practice-management financial data synced for revenue-cycle analytics. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting.
What ships with NextGen Healthcare ⇄ Salesforce

Connect NextGen Healthcare and Salesforce for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every NextGen Healthcare–Salesforce connection.

Real-time

Two-way sync

Changes in NextGen Healthcare or Salesforce instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever NextGen Healthcare or Salesforce 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 NextGen Healthcare or Salesforce record.

Observability

Monitoring

Track your NextGen Healthcare ⇄ Salesforce sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between NextGen Healthcare and Salesforce.

How the NextGen Healthcare and Salesforce connectors work

NextGen Healthcare

Integration surface
REST API, including FHIR-based endpoints published through NextGen's developer API program
Authentication
OAuth 2.0
Change detection
Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and healthcare data-access agreements.

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

How to connect NextGen Healthcare to Salesforce — 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 NextGen Healthcare and Salesforce 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
    NextGen Healthcare connected
    Salesforce connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the NextGen Healthcare and Salesforce 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 · NextGen Healthcare ⇄ Salesforce
    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
    NextGen Healthcare Salesforce
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

NextGen Healthcare and Salesforce 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 NextGen Healthcare and Salesforce.

Popular · 8 of 386
All NextGen Healthcare integrations All Salesforce integrations Browse all integrations
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