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CRM ⇄ Storage

DealCloud to Sharepoint integration — real-time, two-way sync

Keep DealCloud and Sharepoint 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 DealCloud and Sharepoint

Keep the paperwork with the relationship: DealCloud and Sharepoint share every customer's records and files in real time, in both directions.

DealCloud holds the customer relationship as structured records; Sharepoint holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.

Stacksync keeps Investment, Relationship, Activity, Task in DealCloud aligned with Permissions and sharing, Site pages, Sites, Lists in Sharepoint, in real time. A new account or deal can open its own folder in Sharepoint; a document filed in Sharepoint can surface as a link and metadata on the matching record in DealCloud; and records from DealCloud can be written into Sharepoint as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.

Common use cases

  • 01 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 02 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 03 Mirror document-library drive items and their metadata into a store to index files for search and governance, and push generated documents back into the right library.
  • 04 Sync list columns and content types so database fields map onto SharePoint list fields and schema stays aligned as either side changes.

Common sync patterns

CRM records archived into storage

Records from DealCloud are written into Sharepoint as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.

Document status on the record

Metadata kept in Sharepoint, such as document type, review state, or whether an agreement is signed, updates a field on the matching record in DealCloud, so people working the account see where the paperwork stands without opening storage.

One place for a customer's files

Attachments that accumulate against a record in DealCloud collect in that customer's folder in Sharepoint, so the full document history lives in one place and is reachable by anyone who needs it.

What you can sync between DealCloud and Sharepoint

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.

DealCloud objects Sharepoint objects How this pairing syncs
Activity Synced with incremental and full sync. Permissions and sharing Role assignments and sharing links on sites, list items, and drive items; read and written to manage access, requiring Sites.Manage.All or Sites.FullControl.All scopes. Activity is specific to DealCloud and Permissions and sharing to Sharepoint — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Site pages Modern site pages via /sites/{id}/pages; read page content, layout, and metadata for indexing and content governance. Task is specific to DealCloud and Site pages to Sharepoint — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Sites SharePoint site collections and subsites via /sites; read site properties and discover the document libraries (drives) and lists each site contains, addressed by hostname and site path or site ID. User is specific to DealCloud and Sites to Sharepoint — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Lists Custom lists and libraries via /sites/{id}/lists; create and read lists along with their columns and content types so a target system can mirror or provision list definitions. Deal is specific to DealCloud and Lists to Sharepoint — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. List items Rows in a SharePoint list via /lists/{id}/items with a fields facet of column values; full create, read, update, and delete, synced two-way with database rows. Company is specific to DealCloud and List items to Sharepoint — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Drive items (document libraries) Files and folders in a library's drive via /drives and /drive/root; upload, download, move, delete, and read per-item metadata, synced two-way with a store. Contact is specific to DealCloud and Drive items (document libraries) to Sharepoint — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Sharepoint

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.

DealCloud Sharepoint Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

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

Sharepoint DealCloud Sub-second propagation

DetectionSharepoint notifies Stacksync of record changes through webhook events. Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last.

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

Rate-limit considerations

  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
  • Sharepoint: SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
What ships with DealCloud ⇄ Sharepoint

Connect DealCloud and Sharepoint for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Sharepoint connection.

Real-time

Two-way sync

Changes in DealCloud or Sharepoint instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Sharepoint 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 DealCloud or Sharepoint record.

Observability

Monitoring

Track your DealCloud ⇄ Sharepoint sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between DealCloud and Sharepoint.

How the DealCloud and Sharepoint connectors work

DealCloud

Integration surface
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.

Sharepoint

Integration surface
Microsoft Graph REST API (graph.microsoft.com/v1.0 and beta) covering SharePoint sites, lists, list items, columns, content types, and document-library drives and drive items; plus the classic SharePoint REST API (_api/web) and CSOM. Supports Graph JSON $batch (up to 20 requests per call).
Authentication
OAuth 2.0 via the Microsoft identity platform (Microsoft Entra ID). An app registration holds delegated or application (app-only) scopes such as Sites.Read.All, Sites.ReadWrite.All, Sites.Selected, Sites.Manage.All, or Sites.FullControl.All, plus Files.ReadWrite.All for drive content; application permissions require tenant admin consent.
Change detection
Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last deltaLink; change-notification subscriptions (push webhooks) POST near-real-time notifications for list and drive/root changes to a notification URL and must be renewed before they expire. Classic SharePoint list webhooks are also available.
Capabilities
read · write · webhooks
Rate limits
SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
How it works

How to connect DealCloud to Sharepoint — 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 DealCloud and Sharepoint 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
    DealCloud connected
    Sharepoint connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the DealCloud and Sharepoint 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 · DealCloud ⇄ Sharepoint
    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
    DealCloud Sharepoint
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

DealCloud and Sharepoint 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
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 413 integrations available for DealCloud and Sharepoint.

Popular · 7 of 413
All DealCloud integrations All Sharepoint integrations Browse all integrations
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