llms.txt
# Stacksync, Real-Time, Two-Way Data Sync Platform
> Stacksync provides data synchronization, workflow automation, and AI agents for enterprise processes. Its connector guides explain documented object coverage, account prerequisites, permitted read/write directions, and limitations. Two-way sync requires compatible supported configurations in both systems. The site lists 303 systems and 5,340 EDI trading partners across 1,193 EDI channels; catalog inclusion does not guarantee a ready-to-use integration. Confirm requirements with the team and measure the selected flow in a pilot.
Page links below point to the markdown version of each page where one exists (the page URL plus ".md", /index.md for the home page). Remove ".md" for the HTML page. Full summaries of every key page: https://www.stacksync.com/llms-full.txt.
- [Home](https://www.stacksync.com/index.md): Stacksync provides AI agents, data sync, workflow automation, event queues, managed databases, and EDI for cross-system business processes. Sync direction, object coverage, permissions, and freshness depend on the…
## Two-way sync (CRM/ERP, databases, warehouses)
- [Two-way sync platform](https://www.stacksync.com/two-way-sync.md): Two-way sync lets permitted edits in either connected system update the other. Stacksync supports this for documented connector configurations, supported objects, and writable fields. Plan record identity, field…
- [Embedded two-way sync](https://www.stacksync.com/embedded-sync.md): Stacksync embedded two-way sync runs one two-way sync per customer between that customer's CRM or ERP (such as Salesforce, HubSpot or NetSuite) and a database a SaaS or AI product owns, such as Postgres or Snowflake.…
- [CRM data sync (Salesforce, HubSpot, Zoho, Dynamics, Pipedrive)](https://www.stacksync.com/crm.md): Stacksync connects documented CRM objects with other applications and databases. Salesforce, HubSpot, Microsoft Dynamics 365, Attio, Pipedrive, Front, and Zoho CRM have connector guides; selected fields and operations…
- [ERP integration (NetSuite, SAP, Dynamics, Workday)](https://www.stacksync.com/erp.md): Stacksync offers integration guides for ERP workflows involving finance, operations, and supply-chain data. Documented connectors include NetSuite, Dynamics 365 Finance and Operations, Campfire, and Rillet. Other…
- [Database sync (Postgres, MySQL, Mongo, Oracle, SQL Server)](https://www.stacksync.com/database.md): Stacksync connects documented database tables with application and warehouse objects. Database setup depends on the selected engine: PostgreSQL uses logical replication, while other connectors use their documented…
- [Data warehouse sync (Snowflake, BigQuery, Databricks)](https://www.stacksync.com/data-warehouse.md): Stacksync provides integration planning and connector guides for warehouse-to-application workflows. Snowflake, BigQuery, and MotherDuck document two-way sync at connector level; each still has table, permission, and…
- [Database hosting and SQL access](https://www.stacksync.com/database-hosting.md): Stacksync Database Hosting combines real-time, two-way database sync with managed database infrastructure. It mirrors CRM, ERP, payment, and other SaaS data into Postgres or Snowflake so teams can read and write it…
- [Workflow automation](https://www.stacksync.com/workflow-automation.md): Stacksync Workflow Automation orchestrates configured data events and API actions with conditional logic, retries, human approvals, execution logs, and code or visual configuration. Trigger availability depends on the…
- [Event queues](https://www.stacksync.com/event-queues.md): Stacksync Event Queues provide ordered, durable event processing for cross-system workflows. They decouple producers from consumers, preserve event order, retry transient failures, retain failed payloads for inspection…
- [Enterprise OS (deploy internal apps, managed databases, AI inference)](https://www.stacksync.com/enterprise-os.md): Stacksync Enterprise OS deploys the internal applications a team builds — dashboards, portals and internal tools — from a project folder to a live URL with one command. It provides the hosting, creates and connects a…
- [Connector catalog and setup guides](https://www.stacksync.com/connectors.md): The Stacksync catalog covers CRMs, ERPs, databases, warehouses, and business applications. Pair pages distinguish documented Stacksync implementation from vendor API context, including supported objects, prerequisites,…
- [HubSpot NetSuite Integration: A Two-Way Sync Guide](https://www.stacksync.com/blog/hubspot-netsuite-integration.md): Guide to HubSpot NetSuite integration: compares HubSpot's native NetSuite integration, Celigo, Workato and Stacksync two-way sync, and covers setup, per-field ownership, internal-ID matching, closed-won deals to…
- [Shopify NetSuite Integration: Orders, Deposits, Refunds and Promotions](https://www.stacksync.com/blog/two-way-sync-shopify-and-netsuite-comprehensive-real-time-integration-guide.md): Shopify NetSuite integration guide: the NetSuite transaction chain (sales order, customer deposit, item fulfillment, invoice, deposit application, bank deposit), channel customers, order-error fixes, inventory,…
### Connectors and integration pairs
> 303 catalog entries. Integration pages distinguish documented Stacksync read/write support from vendor API context; a pair page is not proof of a supported connector. 45,753 integration pages live at https://www.stacksync.com/integrations/{a}-and-{b} (alphabetical slugs, e.g. https://www.stacksync.com/integrations/hubspot-and-netsuite). Pair guides include object planning, record identity, workflow-specific acceptance checks, implementation choices, and downloadable planning worksheets. Conceptual mappings require validation against the actual account schema and connector support. Confirm both objects and write directions before selecting two-way sync. Per-app directories at https://www.stacksync.com/connectors/{slug} group eligible pair guides by category.
- [Connector directory](https://www.stacksync.com/connectors.md): all 303 connectors, each linking to its full integration list
- [Salesforce integrations](https://www.stacksync.com/connectors/salesforce.md): object planning, setup and troubleshooting, with eligible pair guides grouped by category
- [HubSpot integrations](https://www.stacksync.com/connectors/hubspot.md): object planning, setup and troubleshooting, with eligible pair guides grouped by category
- [NetSuite integrations](https://www.stacksync.com/connectors/netsuite.md): object planning, setup and troubleshooting, with eligible pair guides grouped by category
- [Zendesk integrations](https://www.stacksync.com/connectors/zendesk.md): object planning, setup and troubleshooting, with eligible pair guides grouped by category
- [Microsoft Dynamics 365 Sales integrations](https://www.stacksync.com/connectors/microsoft-dynamics-365-sales.md): object planning, setup and troubleshooting, with eligible pair guides grouped by category
- [Dynamics 365 F&O integrations](https://www.stacksync.com/connectors/dynamics-365-finance-operations.md): object planning, setup and troubleshooting, with eligible pair guides grouped by category
- [Attio integrations](https://www.stacksync.com/connectors/attio.md): object planning, setup and troubleshooting, with eligible pair guides grouped by category
- [Pipedrive integrations](https://www.stacksync.com/connectors/pipedrive.md): object planning, setup and troubleshooting, with eligible pair guides grouped by category
- [Zoho CRM integrations](https://www.stacksync.com/connectors/zoho-crm.md): object planning, setup and troubleshooting, with eligible pair guides grouped by category
- [Campfire integrations](https://www.stacksync.com/connectors/campfire.md): object planning, setup and troubleshooting, with eligible pair guides grouped by category
- [Rillet integrations](https://www.stacksync.com/connectors/rillet.md): object planning, setup and troubleshooting, with eligible pair guides grouped by category
- [Front integrations](https://www.stacksync.com/connectors/front.md): object planning, setup and troubleshooting, with eligible pair guides grouped by category
## Genies (AI agents)
> Genies are Stacksync's AI agents: they read context across connected systems, run workflows and two-way sync as they act, and keep humans in the loop for approvals. The log explorer records every run.
- [AI agents (Genies)](https://www.stacksync.com/ai-agents.md): Stacksync AI agents, called Genies, read the ERP, CRM, database and support systems a company connects to Stacksync and act across them, running workflows, two-way sync and EDI tasks. Approval steps hold a write until…
- [Genies use-case directory](https://www.stacksync.com/ai-agents#genies-use-cases): 40 jobs by industry, each with a copyable job description, a workflow guide and an exception guide.
- [AI agent data layer: MCP vs a synced database](https://www.stacksync.com/blog/ai-agent-data-layer-mcp-vs-synced-database.md): why agents should query one synced Postgres copy of ERP and CRM data instead of per-app MCP servers or raw APIs.
### Genies use-case guides
#### Construction services and installation
- Construction invoice and expense review (NetSuite): Assemble receipts, supplier invoices and job evidence for finance; flag ambiguous coding and approval gaps. Workflow guide: [AI Invoice and Expense Processing for Construction Services: Prepare Job-Cost Evidence for Finance](https://www.stacksync.com/blog/ai-invoice-and-expense-processing-for-construction-services-prepare-job-cost-evidence-for-finance.md); Exception guide: [Construction Invoice and Expense Exceptions: Missing Cost Codes, Duplicate Receipts, and Unapproved Work](https://www.stacksync.com/blog/construction-invoice-and-expense-exceptions-missing-cost-codes-duplicate-receipts-and-unapproved-work.md).
- MEP service closeout (Salesforce · NetSuite): Turn technician notes, parts and sign-off into an evidence-backed packet for supervisor and finance review. Workflow guide: [Genies for Commercial MEP Service Closeout: Turn Technician Notes Into an Invoice-Ready Packet](https://www.stacksync.com/blog/genies-for-commercial-mep-service-closeout-turn-technician-notes-into-an-invoice-ready-packet.md); Exception guide: [MEP Service Closeout Exceptions: Warranty Work, Callbacks, Missing Parts, and Customer Sign-Off](https://www.stacksync.com/blog/mep-service-closeout-exceptions-warranty-work-callbacks-missing-parts-and-customer-sign-off.md).
- Flooring shortage review (NetSuite): Compare approved takeoffs, deliveries, transfers and usable stock by phase. Workflow guide: [Genies for Flooring Shortage Reviews: Reconcile Takeoffs, Delivered Materials, and Installation Phases](https://www.stacksync.com/blog/genies-for-flooring-shortage-reviews-reconcile-takeoffs-delivered-materials-and-installation-phases.md); Exception guide: [Flooring Shortage Exceptions: Unit Conversions, Waste Allowances, Dye Lots, and Damaged Deliveries](https://www.stacksync.com/blog/flooring-shortage-exceptions-unit-conversions-waste-allowances-dye-lots-and-damaged-deliveries.md).
- Fire and security service handoff (Salesforce · NetSuite): Assemble asset, inspection and agreement evidence with explicit identity and approval gaps. Workflow guide: [Genies for Fire and Security Service Handoffs: Assemble Inspection, Asset, and Service-Agreement Evidence](https://www.stacksync.com/blog/genies-for-fire-and-security-service-handoffs-assemble-inspection-asset-and-service-agreement-evidence.md); Exception guide: [Fire and Security Handoff Exceptions: Missing Device IDs, Conflicting Site Records, and Unapproved Remediation](https://www.stacksync.com/blog/fire-and-security-handoff-exceptions-missing-device-ids-conflicting-site-records-and-unapproved-remediation.md).
- Solar project closeout (HubSpot · NetSuite): Assemble serial, completion and handover evidence against the final approved equipment scope. Workflow guide: [Genies for Solar Project Closeout: Assemble Serial Numbers, Completion Evidence, and Handover Records](https://www.stacksync.com/blog/genies-for-solar-project-closeout-assemble-serial-numbers-completion-evidence-and-handover-records.md); Exception guide: [Solar Closeout Exceptions: Missing Serial Numbers, Changed Equipment, and Incomplete Handover Evidence](https://www.stacksync.com/blog/solar-closeout-exceptions-missing-serial-numbers-changed-equipment-and-incomplete-handover-evidence.md).
- Fence-material quote comparison (NetSuite): Compare supplier lines, units and terms against the released material list, with explicit gaps. Workflow guide: [Genies for Fence Material Purchasing: Compare Supplier Quotes Against the Approved Bill of Materials](https://www.stacksync.com/blog/genies-for-fence-material-purchasing-compare-supplier-quotes-against-the-approved-bill-of-materials.md); Exception guide: [Fence Material Quote Exceptions: Gauge, Coating, Length, Freight, and Minimum-Order Differences](https://www.stacksync.com/blog/fence-material-quote-exceptions-gauge-coating-length-freight-and-minimum-order-differences.md).
- Modular progress-billing review (NetSuite): Assemble factory, delivery, acceptance and approved-variation evidence for finance. Workflow guide: [Genies for Modular Progress-Billing Reviews: Assemble Factory Milestones, Delivery Proof, and Site Acceptance](https://www.stacksync.com/blog/genies-for-modular-progress-billing-reviews-assemble-factory-milestones-delivery-proof-and-site-acceptance.md); Exception guide: [Modular Progress-Billing Exceptions: Partial Deliveries, Unapproved Variations, and Missing Acceptance Records](https://www.stacksync.com/blog/modular-progress-billing-exceptions-partial-deliveries-unapproved-variations-and-missing-acceptance-records.md).
#### Consumer packaged goods
- CPG order-to-cash investigation (Shopify · NetSuite · PostgreSQL · Gmail): A configurable Genie job that gathers order, shipment, invoice, and payment evidence for operations and finance review. Workflow guide: [AI Agents for CPG Order-to-Cash: Investigate Order and Payment Exceptions](https://www.stacksync.com/blog/ai-agents-for-cpg-order-to-cash-investigate-order-and-payment-exceptions.md); Exception guide: [CPG Retailer Deductions: Assemble the Evidence Before Disputing a Claim](https://www.stacksync.com/blog/cpg-retailer-deductions-assemble-the-evidence-before-disputing-a-claim.md).
- Snack short-shipment investigation (NetSuite · PostgreSQL · Gmail): A Genie job that reconstructs grocery shipment and receipt evidence without inventing missing documents. Workflow guide: [AI Agents for Packaged Food Brands: Investigate Grocery Short-Shipment Claims](https://www.stacksync.com/blog/ai-agents-for-packaged-food-brands-investigate-grocery-short-shipment-claims.md); Exception guide: [Case Splits and Missing Receipts: Exception Handling for Snack-Brand Order Agents](https://www.stacksync.com/blog/case-splits-and-missing-receipts-exception-handling-for-snack-brand-order-agents.md).
- Nutrition batch-document requests (NetSuite · PostgreSQL · Gmail): A configurable Genie job that finds the approved product and batch documents for a named request. Workflow guide: [AI Agents for Nutrition Brands: Assemble Product and Batch-Document Requests](https://www.stacksync.com/blog/ai-agents-for-nutrition-brands-assemble-product-and-batch-document-requests.md); Exception guide: [Missing COAs and Batch Mismatches: Exception Handling for Nutrition Brand Agents](https://www.stacksync.com/blog/missing-coas-and-batch-mismatches-exception-handling-for-nutrition-brand-agents.md).
- Beverage delivery-claim investigation (NetSuite · PostgreSQL · Gmail): A customizable Genie job that compares distributor claims with shipment, appointment, and receiving evidence. Workflow guide: [AI Agents for Beverage Brands: Investigate Distributor Delivery Claims](https://www.stacksync.com/blog/ai-agents-for-beverage-brands-investigate-distributor-delivery-claims.md); Exception guide: [Broken Cases and Disputed Delivery Windows: Exception Handling for Beverage Claim Agents](https://www.stacksync.com/blog/broken-cases-and-disputed-delivery-windows-exception-handling-for-beverage-claim-agents.md).
- Personal-care retailer onboarding (NetSuite · PostgreSQL · Gmail): A configurable Genie job that gathers approved product sheets and packaging information for a retailer request. Workflow guide: [AI Agents for Personal Care Retailer Onboarding: Assemble Product and Packaging Documents](https://www.stacksync.com/blog/ai-agents-for-personal-care-retailer-onboarding-assemble-product-and-packaging-documents.md); Exception guide: [Conflicting Product Sheets and Missing Packaging Data: Personal Care Agent Exceptions](https://www.stacksync.com/blog/conflicting-product-sheets-and-missing-packaging-data-personal-care-agent-exceptions.md).
- Household quantity-dispute investigation (NetSuite · PostgreSQL · Gmail): A Genie job that compares ordered, shipped, and claimed refill or case quantities using approved product definitions. Workflow guide: [AI Agents for Household Brands: Investigate Refill and Case-Quantity Disputes](https://www.stacksync.com/blog/ai-agents-for-household-brands-investigate-refill-and-case-quantity-disputes.md); Exception guide: [Missing Conversions and Mixed Pack Sizes: Exceptions for Household Order Agents](https://www.stacksync.com/blog/missing-conversions-and-mixed-pack-sizes-exceptions-for-household-order-agents.md).
- Pet-food complaint trace (Zendesk · NetSuite · PostgreSQL): A customizable Genie job that connects a complaint to available order, product, shipment, and production-lot evidence. Workflow guide: [AI Agents for Pet Food Brands: Trace Customer Complaints to Orders and Production Lots](https://www.stacksync.com/blog/ai-agents-for-pet-food-brands-trace-customer-complaints-to-orders-and-production-lots.md); Exception guide: [Incomplete Lot Codes and Mixed Recipes: Exception Handling for Pet Food Agents](https://www.stacksync.com/blog/incomplete-lot-codes-and-mixed-recipes-exception-handling-for-pet-food-agents.md).
#### Manufacturing
- Manufacturing order intake (NetSuite · Salesforce · PostgreSQL): Read incoming order documents, assemble a proposed ERP order and ask people to resolve uncertain references or approval exceptions. Workflow guide: [AI agents for manufacturing order intake: turn email and PDFs into reviewable ERP drafts](https://www.stacksync.com/blog/manufacturing-ai-agent-email-pdf-order-intake.md); Exception guide: [Manufacturing AI order intake exceptions: SKU, unit-of-measure and duplicate checks](https://www.stacksync.com/blog/manufacturing-ai-order-intake-sku-uom-duplicate-exceptions.md).
- RFQ intake for fabricated parts (Salesforce · Acumatica): Prepare a structured estimate request from customer drawings and email without guessing missing tolerances. Workflow guide: [AI RFQ intake for metal fabricators: prepare a complete estimating packet](https://www.stacksync.com/blog/metal-fabrication-genie-rfq-drawing-intake.md); Exception guide: [AI RFQ exceptions in metal fabrication: resolve material, revision and quantity ambiguity](https://www.stacksync.com/blog/metal-fabrication-genie-rfq-material-revision-exceptions.md).
- Supplier certificate follow-up (NetSuite · PostgreSQL): Collect missing resin documents and match them to the correct lot for quality review. Workflow guide: [AI agents for plastics manufacturers: collect resin certificates for quality review](https://www.stacksync.com/blog/plastics-genie-resin-certificate-collection.md); Exception guide: [Resin certificate AI exceptions: handle lot mismatches and corrected documents](https://www.stacksync.com/blog/plastics-genie-certificate-lot-document-exceptions.md).
- Aftermarket part request assistant (Salesforce · NetSuite · PostgreSQL): Assemble a supported replacement-part recommendation from the installed machine and service evidence. Workflow guide: [AI agents 
