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Database ⇄ CRM

OpenSearch to Veeva CRM integration — real-time, two-way sync

Keep OpenSearch and Veeva CRM 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 OpenSearch and Veeva CRM

Treat Veeva CRM like part of your database: its records live in OpenSearch as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in OpenSearch, where it can be queried and joined like everything else.

Stacksync mirrors Medical Inquiries, Sample Transactions, Consent Records, Key Messages and CLM Content from Veeva CRM into Documents, Index aliases, Index templates, Ingest pipelines in OpenSearch with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Veeva CRM with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Keep consent records aligned between Veeva and marketing platforms so channel opt-outs are enforced everywhere.
  • Feed territory alignments from a roster system into Veeva as field teams change.
  • Sync product catalogs from an ERP or database into the indexes that back storefront search.
  • Keep Postgres as the source of truth while mirroring rows to OpenSearch for full-text and vector queries.

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Veeva CRM API, limits, and retries.

Trigger workflows from CRM changes

Field and stage updates in Veeva CRM arrive as row changes in OpenSearch, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Veeva CRM become tables in OpenSearch you can join with application data directly.

What you can sync between OpenSearch and Veeva CRM

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.

OpenSearch objects Veeva CRM objects
Index aliases Stable names over rotating indexes, used for zero-downtime reindex during backfills Territories and Alignments Rep-to-account assignments, often fed from a roster or alignment system.
Index templates Mapping and settings presets applied to new indexes a sync creates Events Medical events and speaker programs managed through Veeva's events capabilities.
Ingest pipelines Server-side processors that transform documents as they are written Approved Email Activity Sent-email records from Veeva Approved Email, used in engagement reporting.
Data streams Append-oriented time-series storage for logs and events pushed from source systems Accounts (HCPs and HCOs) Healthcare professionals and organizations; the central entity most syncs key on.
Snapshots Backup artifacts, relevant when reseeding an index from a repository Calls Recorded visits and interactions with HCPs, including samples dropped and key messages shown.
Indexes The core container; synced records land in indexes with defined mappings Medical Inquiries Information requests captured in the field and routed to medical affairs.
What ships with OpenSearch ⇄ Veeva CRM

Connect OpenSearch and Veeva CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every OpenSearch–Veeva CRM connection.

Real-time

Two-way sync

Changes in OpenSearch or Veeva CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever OpenSearch or Veeva CRM 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 OpenSearch or Veeva CRM record.

Observability

Monitoring

Track your OpenSearch ⇄ Veeva CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between OpenSearch and Veeva CRM.

How the OpenSearch and Veeva CRM connectors work

OpenSearch

Integration surface
REST API over HTTP(S) with JSON payloads
Authentication
basic authentication with the security plugin, or AWS IAM request signing on Amazon OpenSearch Service
Change detection
no native change feed; reads rely on queries with scroll or point-in-time polling
Capabilities
read · write
Rate limits
throughput bounded by cluster sizing rather than fixed API quotas

Veeva CRM

Integration surface
Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
Authentication
OAuth 2.0
Change detection
Polling on record modification timestamps; platform event streams where the underlying org enables them
Capabilities
read · write
Rate limits
Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works

How to connect OpenSearch to Veeva CRM — 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 OpenSearch and Veeva CRM 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
    OpenSearch connected
    Veeva CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the OpenSearch and Veeva CRM 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 · OpenSearch ⇄ Veeva CRM
    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
    OpenSearch Veeva CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

OpenSearch and Veeva CRM 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 OpenSearch and Veeva CRM.

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