Sync Customer Data Across Systems
Keep every customer's systems in sync
Win deals where "Does it sync with our ERP?" is the qualifying question, and avoid manual entry, stale records, and tickets caused by duplicate data. Every customer gets the same sync, but with their own mappings, direction, and schedule.
Customers choose direction, schedule, and field mappings in a custom config wizard, and a built-in field mapper handles the custom fields and picklists in every CRM and ERP. Built-in transforms reconcile formats and deduplicate records. Your team decides what each customer can turn on.
Initial backfills, bulk refreshes, and always-on high-volume syncs run on Prismatic's native batching. Prismatic automatically splits large datasets into bounded units and tracks them as one execution, with batch-level success counts, failures, and retries. Available for code-first, low-code, and the embedded workflow builder.
When a third-party API rate-limits or a token expires, the platform retries with backoff and alerts your team by email or webhook before customers notice. Every execution step is logged, readable by your team and your customers, and replayable once a fix ships.
One platform for every system your customers rely on
CRM sync
Keep accounts, contacts, and deals aligned between your product and Salesforce, HubSpot, or Microsoft Dynamics 365, in one direction or both.
ERP and accounting sync
Push orders, invoices, and payments into NetSuite, QuickBooks, Xero, or Sage Intacct, and pull back whatever changes on the other side.
HRIS and people data
Provision users, keep org structures current, and sync employee records from BambooHR, Rippling, ADP Workforce Now, and other HRIS and payroll systems.
Scale your catalog without scaling headcount
Sync for everyone
Build the Salesforce or NetSuite sync once and deploy it to every customer, each with their own credentials, mappings, and schedule.
WHY
Rebuilding the same sync for each customer is how integration work eats a roadmap. Deploy one version to everyone and grow the catalog while the team stays the same size.
HOW
Ship it as a product feature. Customers activate it from your marketplace and configure it themselves. Your team updates one version and every deployment follows.
Sync for one
A homegrown ERP, a niche accounting package, or a legacy database that is only important to one customer.
WHY
A slow "No" on a nonstandard system puts the deal at risk. A fast "Yes" wins it without derailing your roadmap.
HOW
Build and deploy for that one tenant on the same platform, with the same connectors, monitoring, and tooling as the rest of your catalog.
Don't take our word for it
Common questions
Yes. Prismatic supports one-way or two-way syncs between your product and customer systems. You control direction, mapping rules, and conflict handling.
You can embed a field mapping UI directly inside your app so customers map data between systems. Prismatic handles data transformation and validation.
Prismatic includes components for data transformation, lookups, and formatting to ensure data consistency.
Yes. You choose which integrations each customer can access. Permissions are fully customizable.
You can add data sync capabilities to any integration you build in Prismatic. If you have existing integrations outside of Prismatic, you can list them in your marketplace and create new versions of them using Prismatic’s platform. This lets you standardize and extend your integration catalog even if your earlier integrations were built elsewhere.
Prismatic handles large data syncs natively via batching at the trigger. When an integration needs to process high volumes of records, Prismatic automatically decomposes the dataset into bounded units and queues each as its own execution. Initial backfills, periodic bulk refreshes, and ongoing high-volume syncs all run reliably without recursive flow workarounds or timeout failures. Available with code-first and low-code integrations and the embedded workflow builder.
No. Build a sync once and deploy it to every customer, each with their own credentials, mappings, and schedule. When one customer needs something nonstandard, build and deploy it for just that tenant on the same platform.