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Streak + TIMS Integration

Clarity Connect™ integrates Streak with TIMS, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Streak and TIMS through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Streak and TIMS.

  • Streak Custom Fields: Any custom field defined in Streak Pipelines (text, number, date, dropdown, etc.) can be mapped to TIMS standard or custom fields (e.g., 'Deal Source' to TIMS 'Customer Segment', 'Product SKU' to TIMS 'SKU').
  • TIMS Custom Fields: Custom fields in TIMS (e.g., 'CRM ID', 'Sales Rep ID') can be populated from Streak data or used to enrich data flowing back to Streak.
Implementation Timeline

Go live with Streak + TIMS in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Streak and TIMS, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Streak + TIMS deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Streak Custom Fields: Any custom field defined in Streak Pipelines (text, number, date, dropdown, etc.) can be mapped to TIMS standard or custom fields (e.g., 'Deal Source' to TIMS 'Customer Segment', 'Product SKU' to TIMS 'SKU').
  • TIMS Custom Fields: Custom fields in TIMS (e.g., 'CRM ID', 'Sales Rep ID') can be populated from Streak data or used to enrich data flowing back to Streak.

Integration Architecture: Streak & TIMS with iPaaS

The recommended architecture for Streak and TIMS integration is built upon a modern, cloud-native iPaaS platform, ensuring scalability, resilience, and real-time data exchange. This event-driven approach minimizes latency and maximizes efficiency.

Data Flow Steps

Event-Driven Architecture: Utilize Streak webhooks for immediate processing of sales events (e.g., deal status changes). For TIMS, prioritize webhooks or leverage optimized polling for critical updates.

Canonical Data Model: Define a standardized data model within the iPaaS for common entities (Customer, Product) to facilitate consistent mapping between Streak's flexible structure and TIMS's rigid schema.

API-First Approach: Rely exclusively on the official APIs of both Streak and TIMS for all data exchange, ensuring stability, security, and maintainability.

Hub-and-Spoke Model: The iPaaS acts as the central hub, simplifying point-to-point complexities and providing a single pane of glass for all integrations.

Data Touchpoints

Streak: Source/target system for sales, CRM data (Boxes, Contacts, Organizations). Communicates via Webhooks and REST API.
TIMS: Source/target ERP/Accounting system for financial, operational data (Sales Orders, Invoices, Customers, Inventory). Communicates via REST API.
iPaaS Platform: The central integration hub. Provides connectors for Streak and TIMS, visual workflow designer, data mapping & transformation engine, error handling, monitoring, and AI capabilities.
API Gateway (optional but recommended): For additional security, rate limiting, and centralized API management if direct iPaaS to API is not preferred.
Data Lake/Warehouse (optional): For consolidated analytics beyond real-time operational needs, fed by iPaaS.

"A central iPaaS acts as the orchestrator. Streak connects via native webhooks and its REST API. TIMS connects via its comprehensive REST API. The iPaaS handles all data transformation, routing, error handling, and security. Data flows are bidirectional where needed, with specific triggers initiating workflows."

Pricing

Simple, transparent pricing for Streak + TIMS.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Streak

Integrating Streak fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Box (Deal/Project) <-> Sales Order / Invoice (AR)

The core sales entity in Streak maps to the operational and financial heart of TIMS.

Streak Fields

[field, boxKey],[type, string],[description, Unique Streak Deal ID] [field, name],[type, string],[description, Deal Name] [field, pipelineKey],[type, string],[description, Associated Pipeline] [field, stageKey],[type, string],[description, Current Deal Stage (e.g., Closed-Won)] [field, fields.{customFieldKey}],[type, dynamic],[description, Custom fields for deal value, products, quantity, etc.] [field, contactKeys],[type, array],[description, Linked Streak Contacts] [field, organizationKeys],[type, array],[description, Linked Streak Organization]

TIMS Fields

[field, SalesOrderID],[type, string],[description, TIMS unique Sales Order ID] [field, ExternalOrderID],[type, string],[description, Mapped from Streak boxKey] [field, CustomerID],[type, string],[description, Linked TIMS Customer ID] [field, OrderDate],[type, date],[description, Date of order (from Streak createDate or stage change)] [field, OrderStatus],[type, string],[description, Status like 'Processing', 'Complete'] [field, LineItems],[type, array],[description, SKU, Quantity, Price, Description] [field, TotalAmount],[type, decimal],[description, Total order value] [field, InvoiceID],[type, string],[description, TIMS unique Invoice ID] [field, InvoiceDate],[type, date],[description, Date of invoice] [field, AmountDue],[type, decimal],[description, Outstanding amount]

Mapping Notes

Streak's Box `name` maps to TIMS `SalesOrder` description. Custom fields in Streak (e.g., 'Total Deal Value', 'Product SKU', 'Quantity') are critical for populating TIMS `LineItems` and `TotalAmount`. The Streak `boxKey` is typically stored in TIMS `ExternalOrderID` for seamless lookup. `Closed-Won` stage in Streak triggers the creation of `Sales Order` and `Invoice` in TIMS.

Next Steps

See Streak + TIMS integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Automated Sales Handoff: Streak Deal to TIMS Sales Order & Invoice

When a Streak Deal (Box) reaches the 'Closed-Won' stage, the integration automatically creates a new Sales Order and a corresponding Invoice in TIMS, ensuring immediate financial processing and eliminating manual data entry.

Integration Steps:

  1. 0 Streak Deal (Box) stage changes to 'Closed-Won'.
  2. 1 iPaaS triggers, extracts Deal and associated Contact/Organization data from Streak.
  3. 2 Data is transformed and mapped to TIMS Customer, Product/Item, and Sales Order entities.
  4. 3 A new Customer record is created or updated in TIMS if not existing.
  5. 4 A new Sales Order is created in TIMS with line items derived from Streak Deal details.
  6. 5 An Invoice (AR) is automatically generated in TIMS linked to the new Sales Order.
  7. 6 Streak Deal (Box) is updated with TIMS Sales Order ID and Invoice ID for cross-referencing.

Business Outcome

Accelerated sales-to-cash cycle, reduced manual data entry errors, improved data consistency, and real-time visibility into deal status for finance.

Frequency

Real-time (event-driven)

Implementation Timeline

Go live with Streak + TIMS in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Streak and TIMS, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Streak + TIMS deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose

⚡ Transformation Logic

  • Streak Box to TIMS Sales Order Line Items: Map Streak custom fields (e.g., 'Product Name', 'Quantity', 'Price') to TIMS `Sales Order.LineItems` array. Aggregation for `TotalAmount`.
  • Streak Contact/Organization to TIMS Customer: Concatenate Streak `Contact.firstName` and `lastName` to TIMS `Customer.FirstName` and `LastName`. Standardize `address` format. Handle `organizationKeys` for `CompanyName`.
  • TIMS Payment (AR) to Streak Activity: Construct a descriptive string for `Activity.notes` from TIMS `PaymentID`, `Amount`, `PaymentDate`, and `InvoiceID`. Map to relevant `boxKey` or `contactKey`.
  • External ID Synchronization: Store Streak `boxKey`, `contactKey`, `organizationKey` in TIMS `ExternalOrderID` or `ExternalID` fields. Store TIMS `SalesOrderID`, `CustomerID`, `InvoiceID` as custom fields in Streak.

🛡️ Error Handling

  • Missing Mandatory Fields: Streak deal data lacking a required TIMS field (e.g., `ShippingAddress`). iPaaS flags, potentially enriches, or sends to DLQ.
  • API Rate Limit Exceeded: iPaaS implements exponential backoff and retries.
  • Data Type Mismatch: Streak custom field (text) mapped to TIMS (numeric). iPaaS transformation rules and AI validation prevent this.
  • Duplicate Record Creation: New Streak Contact matches existing TIMS Customer. iPaaS de-duplicates based on defined rules (e.g., email match).
Pricing

Simple, transparent pricing for Streak + TIMS.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

Data & Entities FAQs

▸ What kind of data can I integrate between Streak and TIMS?
You can integrate a wide range of data, including Streak `Box` (Deal/Project) details, `Contact` and `Organization` records with TIMS `Sales Orders`, `Customers`, `Invoices (AR)`, `Payments (AR)`, and even `Product/Item` information for quoting. This covers the entire sales-to-cash process.

Automation FAQs

▸ Can I automate my Streak sales pipeline to trigger actions in TIMS?
Absolutely. A key benefit is automating the sales handoff. When a Streak `Box` (Deal) moves to 'Closed-Won', the integration can automatically create a `Sales Order` and `Invoice` in TIMS, eliminating manual steps and ensuring immediate financial processing.

Customization FAQs

▸ How does an iPaaS handle custom fields in Streak and TIMS?
iPaaS platforms provide flexible mapping tools to ensure that custom fields in Streak (e.g., 'Deal Source', 'Product SKU') can be accurately synchronized, transformed, and validated when exchanged with standard or custom fields in TIMS. AI-assisted mapping can even suggest optimal connections.

Architecture & Performance FAQs

▸ What are the benefits of using an event-driven architecture for Streak-TIMS integration?
Event-driven architecture enables real-time responsiveness. Instead of polling for changes, events (like a Streak deal stage change or a TIMS payment confirmation) trigger immediate actions in connected systems. This reduces latency, improves data freshness, and allows for more agile business processes.

AI & Intelligence FAQs

▸ How does AI enhance Streak and TIMS integrations?
AI augments integrations by automating data validation, suggesting optimal field mappings, detecting anomalies in deal progression or financial postings, intelligently routing leads, and even assisting in auto-resolving common integration errors. This improves data quality and provides actionable insights.

Implementation FAQs

▸ Is low-code/no-code suitable for complex Streak and TIMS integrations?
Yes, modern low-code/no-code iPaaS platforms are designed to handle complex integrations. They provide visual builders, pre-built connectors, and robust mapping engines that simplify sophisticated data transformations and orchestration logic, empowering business users while providing IT governance.

Security & Compliance FAQs

▸ How do you ensure data security during Streak and TIMS integrations?
Data security is paramount. Best practices include using OAuth 2.0 for authentication, encrypting data in transit (HTTPS/TLS) and at rest, securely storing API credentials in a secrets manager, implementing least privilege access, and regularly auditing integration logs. The iPaaS platform typically adheres to industry security standards like SOC 2.

Error Handling FAQs

▸ What happens if a Streak or TIMS integration fails?
Robust iPaaS solutions include advanced error handling mechanisms. This typically involves automated retries for transient errors, dead-letter queues for persistent failures, and automated notifications to alert relevant teams. Detailed logging and AI can also assist in diagnosing and even auto-resolving common integration errors, ensuring data integrity.
Implementation Timeline

Go live with Streak + TIMS in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Streak and TIMS, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Streak + TIMS deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Streak + TIMS.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Streak + TIMS integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo