Two-way sync
Changes in Affinity or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
Keep Affinity and Microsoft 365 in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft 365 holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Planner & To Do Tasks, Users, Groups, Mail Messages in Microsoft 365 to Notes, Interactions, Reminders, Lists in Affinity with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Affinity, and CRM data flows the other way wherever Microsoft 365 can store and use it.
Charges, refunds, and subscription changes appear on the account in Affinity, so revenue context lives with the relationship.
Owner, lifecycle stage, or account details from Affinity sync into Microsoft 365, so people working there have the context without switching tools.
Enriched fields land directly on records in Affinity, and refreshes keep them from going stale.
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.
| Affinity objects | Microsoft 365 objects | How this pairing syncs | |
|---|---|---|---|
| Reminders Follow-up tasks associated with people and organizations. | Contacts Personal and org contacts kept consistent with CRM contact records. | Reminders is specific to Affinity and Contacts to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Lists Pipelines (deal flow, fundraising, portfolio) that structure most Affinity data; syncs usually target a specific list. | OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. | Lists is specific to Affinity and OneDrive Files (driveItems) to Microsoft 365 — each maps to any object or custom field on the other side. | |
| List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. | SharePoint Sites & Lists List items read and written like lightweight database tables. | List Entries is specific to Affinity and SharePoint Sites & Lists to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. | Teams Team and membership data provisioned from upstream systems. | Persons is specific to Affinity and Teams to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Organizations Company records matched to accounts in other systems by domain. | Planner & To Do Tasks Task items synced with project and work-management tools. | Organizations is specific to Affinity and Planner & To Do Tasks to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Users Entra ID user accounts synced with HR and identity systems. | Opportunities is specific to Affinity and Users to Microsoft 365 — each maps to any object or custom field on the other side. |
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.
DeliveryEach detected change is written to Microsoft 365 through its API, with automatic retries and rate-limit backoff.
DetectionMicrosoft 365 notifies Stacksync of record changes through webhook events. Graph change notifications (webhooks) plus delta queries for incremental sync.
DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Microsoft 365 connection.
Changes in Affinity or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Affinity or Microsoft 365 data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Affinity or Microsoft 365 record.
Track your Affinity ⇄ Microsoft 365 sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Affinity and Microsoft 365.
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.
Authenticate Affinity and Microsoft 365 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pick the Affinity and Microsoft 365 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Microsoft 365: authenticate both systems, choose the objects to sync (such as Affinity's Reminders and Lists), map fields visually, and changes propagate both ways in milliseconds — no code required.
On the Microsoft 365 side: Planner & To Do Tasks, Users, Groups, Mail Messages, plus custom fields where Microsoft 365 exposes them. On the Affinity side: Notes, Interactions, Reminders, Lists. Stacksync auto-detects both schemas and converts types between the two systems.
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
Common patterns for Affinity and Microsoft 365: Where Microsoft 365 processes payments; Where Microsoft 365 can store CRM context: fields kept current; Where Microsoft 365 supplies contact or company data. Charges, refunds, and subscription changes appear on the account in Affinity, so revenue context lives with the relationship.
Affinity: REST API. Authentication: API key. Microsoft 365: REST API (Microsoft Graph). Authentication: OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions. Stacksync manages authentication, retries, and rate limits on both sides.
Microsoft 365: Access is scoped per permission via Entra ID admin consent, so an integration only sees the workloads it was granted. Affinity: Affinity captures email and calendar interactions automatically, so much of its activity data is generated rather than manually entered. Stacksync's field mapping accounts for these differences between Affinity and Microsoft 365 without custom code.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 461 integrations available for Affinity and Microsoft 365.