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Business productivity

Gainsight to Microsoft 365 integration — real-time, two-way sync

Keep Gainsight 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

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Why teams connect Gainsight and Microsoft 365

Stop re-entering the same information in Gainsight and Microsoft 365: Stacksync keeps the records they share consistent in real time, in both directions.

Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.

Stacksync syncs Timeline Activity, Success Plan, Task and Playbook, Custom Objects in Gainsight with OneDrive Files (driveItems), SharePoint Sites & Lists, Teams, Planner & To Do Tasks in Microsoft 365 in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.

Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.

Common use cases

  • 01 Read Timeline Activities and Success Plan objectives into a reporting database for churn, QBR, and CSM-productivity dashboards.
  • 02 Keep Relationship records aligned with a billing system or ERP so multi-product customers map to the correct contracts and invoices.
  • 03 Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
  • 04 Archive mail and file metadata into a warehouse for compliance and activity analytics.

Common sync patterns

Handoffs between teams

When work started in one tool continues in the other, the shared fields travel with it automatically.

Where both tools track people or companies: one consistent record

Contact and company details corrected in either tool update the other, so nobody works from the old version.

Where one tool produces events: mirror them in the other

Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.

What you can sync between Gainsight 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.

Gainsight objects Microsoft 365 objects How this pairing syncs
CTA (Call to Action) Risk and expansion alerts that drive CSM plays; often synced to ticketing or project tools so follow-up work is tracked where teams operate. Groups Microsoft 365 and security groups kept aligned with org structure and access rules. CTA (Call to Action) is specific to Gainsight and Groups to Microsoft 365 — each maps to any object or custom field on the other side.
Scorecard Fact Health scores and measures per Company or Relationship; usage metrics from a warehouse are written in so scores reflect live telemetry. Mail Messages Exchange Online messages read for logging, archiving, or activity capture. Scorecard Fact is specific to Gainsight and Mail Messages to Microsoft 365 — each maps to any object or custom field on the other side.
Timeline Activity Logged calls, emails, and notes; usually read out into a reporting database for QBR and churn analysis. Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. Timeline Activity is specific to Gainsight and Calendar Events to Microsoft 365 — each maps to any object or custom field on the other side.
Success Plan Account objectives with associated tasks; read out for reporting or synced with project tools tracking onboarding and adoption. Contacts Personal and org contacts kept consistent with CRM contact records. Success Plan is specific to Gainsight and Contacts to Microsoft 365 — each maps to any object or custom field on the other side.
Task and Playbook Cockpit tasks generated from CTAs and playbooks; synced with Jira or Asana so execution happens in the team's own tool. OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. Task and Playbook is specific to Gainsight and OneDrive Files (driveItems) to Microsoft 365 — each maps to any object or custom field on the other side.
Custom Objects Org-specific MDA tables with the __gc suffix; discoverable via the Describe API so field mappings can be generated automatically. SharePoint Sites & Lists List items read and written like lightweight database tables. Custom Objects is specific to Gainsight and SharePoint Sites & Lists to Microsoft 365 — each maps to any object or custom field on the other side.

How changes propagate between Gainsight 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.

Gainsight Microsoft 365 Interval-based propagation

DetectionStacksync polls Gainsight for changes on an incremental schedule, reading only records changed since the previous pass. Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object.

DeliveryEach detected change is written to Microsoft 365 through its API, with automatic retries and rate-limit backoff.

Microsoft 365 Gainsight 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 Gainsight through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Gainsight: Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
What ships with Gainsight ⇄ Microsoft 365

Connect Gainsight and Microsoft 365 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Gainsight–Microsoft 365 connection.

Real-time

Two-way sync

Changes in Gainsight or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gainsight 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 Gainsight or Microsoft 365 record.

Observability

Monitoring

Track your Gainsight ⇄ 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 Gainsight and Microsoft 365.

How the Gainsight and Microsoft 365 connectors work

Gainsight

Integration surface
REST APIs (per-object) and asynchronous Bulk REST API
Authentication
API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported
Change detection
Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object; Rules Engine Real-Time Rules can optionally push specific object events (e.g., a Company stage change) to an external endpoint
Capabilities
read · write
Rate limits
Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.

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 Gainsight 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.

  1. 01

    Connect your apps

    Authenticate Gainsight 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Gainsight connected
    Microsoft 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Gainsight 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Gainsight ⇄ Microsoft 365
    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
    Gainsight Microsoft 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Gainsight and Microsoft 365 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 460 integrations available for Gainsight and Microsoft 365.

Popular · 7 of 460
All Gainsight integrations All Microsoft 365 integrations Browse all integrations
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