Start with one meaningful update
Identify the record that changes in Microsoft Graph or Pendo, where it needs to appear, and which team depends on it.
Developer tools / Analytics
Microsoft Graph and Pendo integration
Plan how Microsoft Graph and Pendo should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.
- Scope your workflow with an integration engineer
- Review the systems, records, and updates you need
Teams building with Stacksync
Plan the connection your business needs
Explore a Microsoft Graph and Pendo integration with a Stacksync engineer. Stacksync support for Microsoft Graph and Pendo is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.
Establish the available connection
Bring the objects, account editions, and required directions. An engineer can review the connector path, permissions, and field access.
Define a result you can verify
Agree on record matching, acceptable delay, expected volume, and how your team will resolve failed updates.
Technical referenceAvailable documentation, candidate record relationships, and questions for your technical review.
What records can you sync?
Explore the record types and read/write requirements for each system.
Microsoft GraphConnection and object support require review
Record types to review with Stacksync
| Record type | Coverage and requirements |
|---|---|
| Users | Confirm support for this record type and the direction you need. |
| Groups and memberships | Confirm support for this record type and the direction you need. |
| Mail messages (Outlook) | Confirm support for this record type and the direction you need. |
| Calendar events | Confirm support for this record type and the direction you need. |
| Contacts | Confirm support for this record type and the direction you need. |
| Drive items (OneDrive & SharePoint) | Confirm support for this record type and the direction you need. |
PendoConnection and object support require review
Record types to review with Stacksync
| Record type | Coverage and requirements |
|---|---|
| Visitors | Confirm support for this record type and the direction you need. |
| Accounts | Confirm support for this record type and the direction you need. |
| Feature Events | Confirm support for this record type and the direction you need. |
| Page Events | Confirm support for this record type and the direction you need. |
| Guide Events | Confirm support for this record type and the direction you need. |
| Poll / NPS Responses | Confirm support for this record type and the direction you need. |
Connection requirements and limits
Microsoft Graph
- Integration interface
- Microsoft Graph unified REST API (v1.0 and beta) at graph.microsoft.com, spanning Microsoft 365 services — Entra ID, Outlook mail and calendar, OneDrive and SharePoint, Teams, and Planner; supports JSON $batch (up to 20 requests per call).
- Authentication
- Confirm the credentials, API plan, and permissions required for Microsoft Graph.
- Change detection
- Confirm how Stacksync detects changes for this connector and the objects you need.
- Read access
- Confirm with Stacksync
- Write access
- Confirm with Stacksync
Limitations to check
- Confirm Stacksync support for Microsoft Graph and the record types your workflow needs.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
Pendo
- Integration interface
- Pendo Engage API (REST) on app.pendo.io (US) / app.eu.pendo.io (EU), base path /api/v1/ - Aggregation API for reads and the Metadata API for writes
- Authentication
- Confirm the credentials, API plan, and permissions required for Pendo.
- Change detection
- Confirm how Stacksync detects changes for this connector and the objects you need.
- Read access
- Confirm with Stacksync
- Write access
- Confirm with Stacksync
Limitations to check
- Confirm Stacksync support for Pendo and the record types your workflow needs.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
Prepare your technical review
Use the worksheets and reference checks to capture record identity, ownership, and the result your business expects.
Implementation reference
Record identity and field ownership
Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.
Download the mapping worksheetCSV · No email required · Record matching, ownership, and test cases
Record matchingContacts Visitors
Compare whether Microsoft Graph Contacts and Pendo Visitors describe the same contact in your business.
- Microsoft Graph
- Object support to establish
- Pendo
- Object support to establish
Record identity
Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.
Field ownership
Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.
Fields to include
- Source person ID
- Display name
- Email address
- Organization reference
- Consent state
Architecture decision
Choose how to connect your systems
Choose a method around one example record and the update your business needs. Use Contacts / Visitors to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.
Stacksync managed sync
- Best fit
- Review compatibility with a Stacksync engineer using an example of the records and updates you need.
- Operating responsibility
- Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
- Before you choose
- Check record matching: Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key. Verify field coverage, deletion handling, and how changes are detected.
Native vendor integration
- Best fit
- A vendor-built integration may fit if it supports your Microsoft Graph and Pendo record types.
- Operating responsibility
- Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
- Before you choose
- First check whether either vendor offers this integration. If available, verify Contacts / Visitors, update direction, account tier, and related-record handling.
Custom API or workflow
- Best fit
- Consider when Microsoft Graph and Pendo need a transformation, approval, or action outside a direct record sync.
- Operating responsibility
- Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
- Before you choose
- Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.
File or scheduled snapshot
- Best fit
- Consider for a one-time Microsoft Graph / Pendo migration or a reporting need with an explicit freshness window.
- Operating responsibility
- Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
- Before you choose
- Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.
Workflow reference
From a business event to the right update
Open a workflow to see its trigger, record relationships, and expected result.
Contact sync test
Starting event: A change to the selected Contacts or Visitors record needs a defined result in the other system.
- Start with Microsoft Graph Contacts and Pendo Visitors. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve the organization relationship and any owner or consent references required by the destination.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test an email change, two records sharing an email, and a person associated with multiple organizations.
If it fails: Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.
Define an explicit handoff between Microsoft Graph and Pendo
Starting event: A business event involving Users or Groups and memberships needs a defined response involving Visitors or Accounts.
- Document what the source event means and which destination record or action should respond. A similar name does not establish a shared entity.
- Retain separate IDs and choose whether the destination is a report, a new work item, or a change to an existing record.
- Assign an approval owner and a duplicate-detection rule before running an action. Use a custom workflow only after its endpoint support is confirmed.
Expected result: An example input has an unambiguous destination and expected result; repeated delivery produces only the intended change.
If it fails: Resolve missing identity or ambiguous business meaning before retrying; route unsupported operations to the implementation owner.
Production readiness
Test the behavior your business depends on
Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.
Contacts / Visitors
Test case
Test an email change, two records sharing an email, and a person associated with multiple organizations.
Expected result
The expected contact relationship is preserved with no duplicate action or unintended write.
Direction and permissions
Test case
Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.
Expected result
Only an approved, supported direction and permitted fields are written.
Freshness and reconciliation
Test case
Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.
Expected result
The process meets its agreed freshness target and reconciliation has no unexplained differences.
Failure recovery
Find the cause. Restore the data flow.
Start with the failed record and the destination error, then inspect the source value, field requirements, and access.
Rejected or repeated contact change
Investigate
Inspect Microsoft Graph Contacts and Pendo Visitors, their IDs, and the destination error.
Next action
Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.
A record type or update is unavailable
Investigate
Check the Microsoft Graph and Pendo connector guides, account permissions, and any operations marked On Request.
Next action
Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.
Source and destination disagree after a retry
Investigate
Compare current source values, destination validation, identity mappings, and any side effects already completed.
Next action
Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.
Read the Stacksync issues dashboard guide for retry and revert behavior.
How updates move between Microsoft Graph and Pendo
See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.
Microsoft Graph Pendo Direction requires confirmation
Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.
Apply updatesConfirm that Stacksync can create or update the records you need in Pendo.
Pendo Microsoft Graph Direction requires confirmation
Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.
Apply updatesConfirm that Stacksync can create or update the records you need in Microsoft Graph.
Update timing and record limits
- Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
Prepare Microsoft Graph and Pendo access
Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.
Microsoft Graph setup checklist
- Identify the Microsoft Graph account, edition, environment, and business objects the integration must access.
- Confirm a Stacksync connector or implementation path for Microsoft Graph, including read/write support, authentication, and initial-load limits.
Pendo setup checklist
- Identify the Pendo account, edition, environment, and business objects the integration must access.
- Confirm a Stacksync connector or implementation path for Pendo, including read/write support, authentication, and initial-load limits.
Prepare to go live
Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.
Use the Microsoft Graph and Pendo planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.
Security and control for your integrations
Use SSO and SCIM to manage access, secure connection options to reach your systems, and record-level retry and revert controls to resolve sync errors.
FAQ
Microsoft Graph and Pendo integration FAQ
-
Explore a Microsoft Graph and Pendo integration with a Stacksync engineer. Stacksync support for Microsoft Graph and Pendo is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.
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Confirm two-way support with Stacksync for the records and fields you need in both systems. Access to a vendor API does not confirm that its Stacksync connector supports write-back.
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Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
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No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.
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Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.
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Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.
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Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.
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Start by reviewing Contacts in Microsoft Graph and Visitors in Pendo. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.
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Choose a method around one example record and the update your business needs. Use Contacts / Visitors to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.
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Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Identify the Microsoft Graph account, edition, environment, and business objects the integration must access. Identify the Pendo account, edition, environment, and business objects the integration must access. Use the pair worksheet to record ownership and acceptance criteria.
Find the right integration path
Walk through your Microsoft Graph and Pendo records, field mappings, and requirements with an integration engineer.
Explore related integrationsFind other connections for Microsoft Graph and Pendo.
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