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CRM ⇄ Storage

Dun And Bradstreet to Sharepoint integration — real-time data sync

Keep Dun And Bradstreet 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 Dun And Bradstreet and Sharepoint

Flow Dun And Bradstreet data into Sharepoint in real time — no exports, no schedulers, no custom scripts.

Dun And Bradstreet is a read-only source: Stacksync reads its data in real time and delivers it into Sharepoint, so Sharepoint always reflects the current state of Dun And Bradstreet — without exports, scripts, or schedulers.

Dun And Bradstreet 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 Done by hand, files drift away from the records they belong to and copies fall out of date.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 Company Hierarchy & Connections (Family Tree), Financial Strength & Risk Insight (Data Block), Identity Resolution (Match / cleanseMatch), Criteria Search in Dun And Bradstreet aligned with Site pages, Sites, Lists, List items 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 Dun And Bradstreet; and records from Dun And Bradstreet 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 Sync the D&B corporate family tree (parent and subsidiary DUNS) into the CRM so ABM and territory owners see full account hierarchies and roll pipeline up to the global ultimate.
  • 02 Build target-account lists with Criteria Search and land the resulting DUNS plus firmographics in a database for outbound and TAM analysis.
  • 03 Sync list columns and content types so database fields map onto SharePoint list fields and schema stays aligned as either side changes.
  • 04 Provision site and item permissions and sharing links from an IdP or access-management system so SharePoint access follows onboarding and offboarding.

Common sync patterns

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 Dun And Bradstreet, 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 Dun And Bradstreet 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.

A folder per account or deal

When an account or deal is created in Dun And Bradstreet, a matching folder or container opens in Sharepoint, named and organized the same way, so files have a home the moment they are needed.

What you can sync between Dun And Bradstreet 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.

Dun And Bradstreet objects Sharepoint objects How this pairing syncs
Principals & Contacts (Data Block) Company officers, executives, and contacts tied to a D-U-N-S Number; read-only enrichment used to populate CRM contact and account-owner fields. Columns and content types Field definitions and content types on a site or list; read the schema and create columns so database fields map cleanly onto SharePoint list fields. Principals & Contacts (Data Block) is specific to Dun And Bradstreet and Columns and content types to Sharepoint — each maps to any object or custom field on the other side.
Company Hierarchy & Connections (Family Tree) Parent, subsidiary, branch, and global-ultimate DUNS relationships; read-only, used to build account hierarchies and corporate-family rollups. 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. Company Hierarchy & Connections (Family Tree) is specific to Dun And Bradstreet and Permissions and sharing to Sharepoint — each maps to any object or custom field on the other side.
Financial Strength & Risk Insight (Data Block) D&B risk and credit signals - D&B Rating, PAYDEX, Failure Score, Delinquency Score, Viability - keyed by D-U-N-S Number; read-only. Site pages Modern site pages via /sites/{id}/pages; read page content, layout, and metadata for indexing and content governance. Financial Strength & Risk Insight (Data Block) is specific to Dun And Bradstreet and Site pages to Sharepoint — each maps to any object or custom field on the other side.
Identity Resolution (Match / cleanseMatch) Sends a company name and address and returns ranked candidate DUNS with confidence codes and a MatchGrade; read-only scored match, not an exact lookup. 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. Identity Resolution (Match / cleanseMatch) is specific to Dun And Bradstreet and Sites to Sharepoint — each maps to any object or custom field on the other side.
Criteria Search Query companies by firmographic criteria (industry, geography, size) and get back a list of D-U-N-S Numbers to enrich; read-only list building. 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. Criteria Search is specific to Dun And Bradstreet and Lists to Sharepoint — each maps to any object or custom field on the other side.
Monitoring Notifications Change notices for a registered portfolio of DUNS; read-only feed pulled from the notifications endpoint (retained ~60 days) or delivered as bundled push. 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. Monitoring Notifications is specific to Dun And Bradstreet and List items to Sharepoint — each maps to any object or custom field on the other side.

How changes propagate between Dun And Bradstreet 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.

Dun And Bradstreet Sharepoint Interval-based propagation

DetectionStacksync polls Dun And Bradstreet for changes on an incremental schedule, reading only records changed since the previous pass. Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days).

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

Sharepoint Dun And Bradstreet 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.

DeliveryDun And Bradstreet does not accept inbound record writes, so this direction carries requests rather than records: Dun And Bradstreet's output flows back as field updates on the originating Sharepoint records.

Rate-limit considerations

  • Dun And Bradstreet: Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.
  • 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 Dun And Bradstreet ⇄ Sharepoint

Connect Dun And Bradstreet and Sharepoint for flexible, real-time data sync.

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Dun And Bradstreet 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 Dun And Bradstreet or Sharepoint record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Dun And Bradstreet and Sharepoint.

How the Dun And Bradstreet and Sharepoint connectors work

Dun And Bradstreet

Integration surface
D&B Direct+ REST API (plus.dnb.com) - capability groups for Identity Resolution (Match), Search, Enrich (Data Blocks by D-U-N-S Number), Multi-Process, Data File/Batch, and Monitoring
Authentication
OAuth 2.0 client-credentials: Base-auth a consumer key/secret to POST /v3/token for a bearer token; access tokens expire after 24 hours.
Change detection
Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days). Bundled push delivery is configured with your D&B rep; there is no standard HTTP webhook and no log-based CDC.
Capabilities
read
Rate limits
Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.

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 Dun And Bradstreet 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 Dun And Bradstreet 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
    Dun And Bradstreet connected
    Sharepoint connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Dun And Bradstreet 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 · Dun And Bradstreet ⇄ 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
    Dun And Bradstreet Sharepoint
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Dun And Bradstreet and Sharepoint integration FAQ

SECURITY

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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.

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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 474 integrations available for Dun And Bradstreet and Sharepoint.

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