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Business productivity ⇄ Storage

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

Keep Gainsight 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 Gainsight and Sharepoint

Land the records and documents that build up in Gainsight into Sharepoint as they are created, and surface Sharepoint's file details on the Gainsight records that point to them, without an export job to maintain.

Gainsight and Sharepoint hold different kinds of data. Gainsight carries records and the activity around them — the tickets, messages, orders, or issues a team works through, often with documents attached. Sharepoint holds files and the metadata that describes them. Where the two meet is narrow but real: much of what Gainsight produces has to be kept somewhere durable, and many of the files Sharepoint stores are the very documents Gainsight's records point to.

Stacksync syncs Success Plan, Task and Playbook, Custom Objects, Company in Gainsight with Lists, List items, Drive items (document libraries), Columns and content types in Sharepoint in real time. Records and attachments created in Gainsight are written into Sharepoint as objects or files within seconds of being created. In the other direction, the metadata Sharepoint keeps about those files — name, location, owner, modified date — flows back onto the matching record in Gainsight, so people see the current document without leaving the tool. Field-level mapping controls exactly what crosses over and in which direction, so you keep a durable copy of what matters without an extract to schedule or a nightly dump that leaves the copy a day behind.

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 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

Where Sharepoint holds the source documents: file details on the record

A file's name, location, owner, and modified date from Sharepoint sync onto the matching record in Gainsight, so whoever is working there sees the current version without switching tools.

A copy that outlives the tool

A continuously synced copy in Sharepoint preserves records and documents even as they age out of Gainsight or get changed inside it, so history stays intact and reachable.

Feed a data lake or downstream pipeline

Structured records from Gainsight land in Sharepoint as objects a data lake, search index, or processing pipeline can read, without a custom extract to build and babysit.

What you can sync between Gainsight 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.

Gainsight objects Sharepoint objects How this pairing syncs
Scorecard Fact Health scores and measures per Company or Relationship; usage metrics from a warehouse are written in so scores reflect live telemetry. 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. Scorecard Fact is specific to Gainsight and Drive items (document libraries) to Sharepoint — 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. 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. Timeline Activity is specific to Gainsight and Columns and content types to Sharepoint — 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. 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. Success Plan is specific to Gainsight and Permissions and sharing to Sharepoint — 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. Site pages Modern site pages via /sites/{id}/pages; read page content, layout, and metadata for indexing and content governance. Task and Playbook is specific to Gainsight and Site pages to Sharepoint — 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. 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. Custom Objects is specific to Gainsight and Sites to Sharepoint — each maps to any object or custom field on the other side.
Company Customer/account master in Gainsight CS; two-way synced with CRM and warehouse customer tables to keep ARR, owner, and renewal fields aligned. 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. Company is specific to Gainsight and Lists to Sharepoint — each maps to any object or custom field on the other side.

How changes propagate between Gainsight 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.

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

Sharepoint Gainsight 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 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.
  • 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 Gainsight ⇄ Sharepoint

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gainsight 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 Gainsight or Sharepoint record.

Observability

Monitoring

Track your Gainsight ⇄ Sharepoint 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 Sharepoint.

How the Gainsight and Sharepoint 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.

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 Gainsight 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 Gainsight 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
    Gainsight connected
    Sharepoint connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Gainsight 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
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ISO 27001
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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 502 integrations available for Gainsight and Sharepoint.

Popular · 7 of 502
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