Embedded iPaaS for Customer Data Sync

Sync Customer Data Across Systems

Q: How does field mapping work?

You can embed a field mapping UI directly inside your app so customers map data between systems. Prismatic handles data transformation and validation.

Q: What if customer systems use different formats?

Prismatic includes components for data transformation, lookups, and formatting to ensure data consistency.

Q: Can we limit which systems customers sync with?

Yes. You choose which integrations each customer can access. Permissions are fully customizable.

Q: Does this work with the integrations we already have?

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.

Q: How does Prismatic handle large sync jobs?

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.

Q: Do we have to build a separate sync for every customer?

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.

Your customers use a CRM, an ERP, an HRIS, and a dozen other systems, and expect your product to keep up. Prismatic lets your team build to each system once, deploy it to every customer with their own configuration, and keep it running as you grow.

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Why Sync

Keep every customer's systems in sync

Manual exports and one-off scripts don't survive your second customer. A sync that fits how each customer works is a reason to buy your product and a reason to keep it.

Win the deal, keep the account

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.

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Configured inside your product

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.

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Build for high-volume syncs

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.

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Monitored in production

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.

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Every System of Record

One platform for every system your customers rely on

Pre-built connectors for the systems your customers already run, and custom connectors for the industry-specific ones. Each handles authentication, pagination, batching, and rate limits, so your team never builds that plumbing.

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.

Ecommerce and order data

Sync products, inventory, and orders between your app and Shopify or the other storefronts your customers sell through.

Files and SFTP

Ingest CSV drops, price books, and flat-file exports over SFTP or cloud storage on a schedule, and send reports back the same way.

Legacy and on-prem systems

Reach the homegrown databases and on-premises software behind your customers' firewalls with custom connectors and Prismatic's on-prem agent.

Productized and custom

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.

What our customers say

Don't take our word for it

Here's what B2B SaaS teams from startups to Fortune 500s value in Prismatic.

Prismatic has enabled FMX to be efficient, consistent, and reliable in our integrations with third party systems. Prismatic has quickly become the clear choice for all facets of our integration strategy, including the migration of current integrations from previous solutions. We are pleased to mention our partnership with Prismatic when discussing system integration with prospects, customers, and other solution providers.

Jeff Holmes

Manager, Engineering

Prismatic has enabled FMX to be efficient, consistent, and reliable in our integrations with third party systems. Prismatic has quickly become the clear choice for all facets of our integration strategy, including the migration of current integrations from previous solutions. We are pleased to mention our partnership with Prismatic when discussing system integration with prospects, customers, and other solution providers.

Jeff Holmes

Manager, Engineering

Common questions

Can we sync data in both directions?

Yes. Prismatic supports one-way or two-way syncs between your product and customer systems. You control direction, mapping rules, and conflict handling.

How does field mapping work?

What if customer systems use different formats?

Can we limit which systems customers sync with?

Does this work with the integrations we already have?

How does Prismatic handle large sync jobs?

Do we have to build a separate sync for every customer?

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Ready to make your product extensible?

Join teams from Fortune 500s to high-growth startups that turned integrations into a growth driver and made their products the foundation that customers build on.