Real-time
Two-way sync
Changes in Clari or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Clari to Microsoft 365 integration — real-time, two-way sync
Keep Clari 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.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Clari and Microsoft 365
Sync what happens in Microsoft 365 with the customer records in Clari, in real time and in both directions.
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 SharePoint Sites & Lists, Teams, Planner & To Do Tasks, Users in Microsoft 365 to Forecast, Quota, Opportunities, Activity (Capture) in Clari with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Clari, and CRM data flows the other way wherever Microsoft 365 can store and use it.
Common use cases
- 01 Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
- 02 Archive mail and file metadata into a warehouse for compliance and activity analytics.
- 03 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
- 04 Pull Activity (Capture) meetings and emails, mapped to their accounts and opportunities, into a database for coverage and engagement analysis.
Common sync patterns
Where Microsoft 365 processes payments
Charges, refunds, and subscription changes appear on the account in Clari, so revenue context lives with the relationship.
Where Microsoft 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Clari sync into Microsoft 365, so people working there have the context without switching tools.
Where Microsoft 365 supplies contact or company data
Enriched fields land directly on records in Clari, and refreshes keep them from going stale.
What you can sync between Clari and Microsoft 365
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.
| Clari objects | Microsoft 365 objects | How this pairing syncs | |
|---|---|---|---|
| Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. | Teams Team and membership data provisioned from upstream systems. | Quota is specific to Clari and Teams to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. | Planner & To Do Tasks Task items synced with project and work-management tools. | Opportunities is specific to Clari and Planner & To Do Tasks to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. | Users Entra ID user accounts synced with HR and identity systems. | Activity (Capture) is specific to Clari and Users to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. | Groups Microsoft 365 and security groups kept aligned with org structure and access rules. | Account field extensions is specific to Clari and Groups to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. | Mail Messages Exchange Online messages read for logging, archiving, or activity capture. | Opportunity field extensions is specific to Clari and Mail Messages to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. | Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. | Audit Events is specific to Clari and Calendar Events to Microsoft 365 — each maps to any object or custom field on the other side. |
How changes propagate between Clari and Microsoft 365
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.
Clari Microsoft 365 Interval-based propagation
DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).
DeliveryEach detected change is written to Microsoft 365 through its API, with automatic retries and rate-limit backoff.
Microsoft 365 Clari Sub-second propagation
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 Clari through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
What ships with Clari ⇄ Microsoft 365
Connect Clari and Microsoft 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–Microsoft 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Clari or Microsoft 365 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 Clari or Microsoft 365 record.
Observability
Monitoring
Track your Clari ⇄ Microsoft 365 sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Clari and Microsoft 365.
How the Clari and Microsoft 365 connectors work
Clari
- Integration surface
- REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
- Authentication
- API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
- Change detection
- Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
- Capabilities
- read · write
- Rate limits
- Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
Microsoft 365
- Integration surface
- REST API (Microsoft Graph)
- Authentication
- OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
- Change detection
- Graph change notifications (webhooks) plus delta queries for incremental sync
- Capabilities
- read · write · webhooks
How it works
How to connect Clari to Microsoft 365 — 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.
- 01
Connect your apps
Authenticate Clari 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.
Clari
connected
Microsoft 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Clari 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.
objects · Clari ⇄ Microsoft 365Customers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Clari Microsoft 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Clari and Microsoft 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Clari and Microsoft 365: authenticate both systems, choose the objects to sync (such as Clari's Quota and Opportunities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Clari and Microsoft 365 records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Clari and Microsoft 365 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Clari–Microsoft 365 integration in-house.
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Yes — Stacksync ships production-grade connectors for both Clari and Microsoft 365. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Clari: Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks. On Microsoft 365: Graph change notifications (webhooks) plus delta queries for incremental sync. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Microsoft 365 side: SharePoint Sites & Lists, Teams, Planner & To Do Tasks, Users, plus custom fields where Microsoft 365 exposes them. On the Clari side: Forecast, Quota, Opportunities, Activity (Capture). Stacksync auto-detects both schemas and converts types between the two systems.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 371 integrations available for Clari and Microsoft 365.
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No integrations match .
