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Business productivity ⇄ Database

Agiloft to SQL Server integration — real-time, two-way sync

Keep Agiloft and SQL Server in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Agiloft and SQL Server

Mirror Agiloft's data into SQL Server so your own code can read and write it like any other table, with changes flowing both ways in seconds.

Engineers integrate with tools like Agiloft through APIs, which means auth, pagination, rate limits, webhooks, and retry logic, all maintained forever and all different for every tool. Meanwhile the data would be trivial to use if it simply lived in SQL Server.

Stacksync mirrors Approvals, Tasks, Clause Library, Custom tables from Agiloft into Primary and Unique Keys, CDC Change Tables, Stored Procedures, Databases in SQL Server and keeps both sides in sync in real time. Your services query the database directly, and inserts or updates your code makes flow back into Agiloft, so the tool and the database never disagree.

Common use cases

  • 01 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
  • 02 Write contract or company records into Agiloft when a deal closes in the CRM to kick off downstream legal and procurement workflows.
  • 03 Bi-directional sync between SQL Server rows and CRM objects so .NET line-of-business apps and sales tools share one dataset
  • 04 Expose SaaS records as SQL Server tables that existing SSRS reports and internal apps can query

Common sync patterns

React to changes as they happen

Updates in Agiloft arrive as row changes in SQL Server, so triggers, jobs, and services can respond in near real time.

One integration pattern for the whole stack

Every synced tool looks the same from the database, so each new integration is configuration, not a new codebase.

Read Agiloft with a query

Records from Agiloft are ordinary rows in SQL Server; join them, index them, and use them in application logic without touching the vendor API.

What you can sync between Agiloft and SQL Server

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.

Agiloft objects SQL Server objects How this pairing syncs
Companies Records for every organization - counterparties, vendors, customers - linked to contracts and people; read and written to keep account master data aligned with a CRM or ERP. Databases Instance-level databases that scope a sync's reads and writes. Companies is specific to Agiloft and Databases to SQL Server — each maps to any object or custom field on the other side.
People Parent table for individuals, split into Employees (internal users) and Contacts (external company contacts); synced to map signers, approvers, and account owners to CRM or HR records. Schemas Namespaces (dbo and custom) used to organize synced tables. People is specific to Agiloft and Schemas to SQL Server — each maps to any object or custom field on the other side.
Attachments File records holding the executed contract PDFs and supporting documents linked to a contract; read to pull signed files out, or written to push generated documents in. Tables The primary sync target; rows map to records in connected systems. Attachments is specific to Agiloft and Tables to SQL Server — each maps to any object or custom field on the other side.
Approvals Per-record approval instances generated from Approval Templates and Workflows; read to report approval status and cycle time, or written to trigger and record decisions. Views Read-side projections used as outbound sync sources. Approvals is specific to Agiloft and Views to SQL Server — each maps to any object or custom field on the other side.
Tasks Assigned action items with owners, due dates, and states tied to contracts or projects; synced two-way to surface Agiloft work inside a PM or operations system. Columns Field-level mapping targets with T-SQL types. Tasks is specific to Agiloft and Columns to SQL Server — each maps to any object or custom field on the other side.
Clause Library Reusable, approved contract clauses with metadata and categories; read to feed clause content into other systems or reporting, or maintained from an external source of truth. Primary and Unique Keys Match keys for idempotent upserts and conflict handling. Clause Library is specific to Agiloft and Primary and Unique Keys to SQL Server — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and SQL Server

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.

Agiloft SQL Server Sub-second propagation

DetectionAgiloft notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL.

DeliveryEach detected change is applied to SQL Server as a row-level write, with types converted between the two schemas.

SQL Server Agiloft Sub-second propagation

DetectionChanges in SQL Server are captured at the source via change data capture — no polling loop against its API. SQL Server Native Change Data Capture (CDC).

DeliveryEach detected change is written to Agiloft through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Agiloft: Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
  • SQL Server: No API rate limits; throughput depends on instance resources, licensing tier, and connection limits.
What ships with Agiloft ⇄ SQL Server

Connect Agiloft and SQL Server for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–SQL Server connection.

Real-time

Two-way sync

Changes in Agiloft or SQL Server instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or SQL Server data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Agiloft or SQL Server record.

Observability

Monitoring

Track your Agiloft ⇄ SQL Server sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Agiloft and SQL Server.

How the Agiloft and SQL Server connectors work

Agiloft

Integration surface
REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
Authentication
OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login
Change detection
Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.
Capabilities
read · write · webhooks
Rate limits
Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.

SQL Server

Integration surface
SQL over the TDS wire protocol (Tabular Data Stream), via ODBC/JDBC/ADO.NET drivers
Authentication
Database credentials entered as a connection string or as parameters (host/user/password) in the Create New Sync page
Change detection
SQL Server Native Change Data Capture (CDC); a DBA runs a one-time setup script with sysadmin privileges to enable CDC and create Stacksync wrapper procedures
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput depends on instance resources, licensing tier, and connection limits
SQL Server setup guide
How it works

How to connect Agiloft to SQL Server — three steps, no code

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.

  1. 01

    Connect your apps

    Authenticate Agiloft and SQL Server with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Agiloft connected
    SQL Server connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Agiloft and SQL Server 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Agiloft ⇄ SQL Server
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Agiloft SQL Server
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Agiloft and SQL Server integration FAQ

SECURITY

Security teams trust Stacksync

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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 440 integrations available for Agiloft and SQL Server.

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