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Microsoft 365 and MongoDB integration

Plan how Microsoft 365 and MongoDB 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

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Proposed workflow

File or document metadata sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving Microsoft 365 OneDrive Files (driveItems) or MongoDB Documents needs a defined result in the other system.

  1. Start with Microsoft 365 OneDrive Files (driveItems) and MongoDB Documents. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Resolve folder/container and parent-record references before attaching metadata.

  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyTest a renamed file, a new version, a moved folder, and an access-restricted document.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between Microsoft 365 and MongoDB
Microsoft 365 recordMongoDB recordRecord matchingField ownership
OneDrive Files (driveItems)Proposed record; confirm Stacksync object support.Record matchingDocumentsProposed record; confirm Stacksync object support.Keep file/object ID, container, and version. A path can change and a filename can repeat.Separate document content, metadata, and sharing permissions; a metadata sync does not imply file transfer or ACL replication.
ContactsProposed record; confirm Stacksync object support.Reporting datasetProposed contact tableProposed table; choose its name and schema.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.Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.
UsersProposed record; confirm Stacksync object support.Reporting datasetProposed application user or identity tableProposed table; choose its name and schema.Use the immutable user ID within the tenant or directory. Do not equate an application user with a CRM customer contact.Identity and application owners approve account lifecycle and access changes; synchronize only approved attributes.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Microsoft 365

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Users
  • Groups
  • Mail Messages
  • Calendar Events
  • Contacts
  • OneDrive Files (driveItems)
Confirm support for this record type and the direction you need.

Discuss Microsoft 365 requirements

MongoDB

Read and write support varies by record

Record types covered in the setup guide

Record typesCoverage and requirements
  • Collections
See connector requirements. Confirm field permissions and sync direction.

Read the MongoDB connector guide

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementMicrosoft 365MongoDB
Integration interfaceREST API (Microsoft Graph)MongoDB wire protocol via official drivers; Atlas additionally offers an administration REST API for cluster management
AuthenticationConfirm the credentials, API plan, and permissions required for Microsoft 365.Database credentials
Change detectionConfirm how Stacksync detects changes for this connector and the objects you need.Stacksync uses MongoDB oplog and change streams.
Read accessConfirm with StacksyncAvailable for supported records
Write accessConfirm with StacksyncAvailable for supported records

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

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.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA BAA
  • GDPR
  • CCPA
  • DPF US-EU-UK-CH

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

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Microsoft 365
Integration interface
REST API (Microsoft Graph)
Authentication
Confirm the credentials, API plan, and permissions required for Microsoft 365.
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
Setup requirements
  • Identify the Microsoft 365 account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Microsoft 365, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Microsoft 365 and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
MongoDB
Integration interface
MongoDB wire protocol via official drivers; Atlas additionally offers an administration REST API for cluster management
Authentication
Database credentials (username/password) or TLS/SSL X.509 certificate (.pem upload), entered individually or via a MongoDB connection string (SRV or standard); Stacksync IP allowlisting required
Change detection
Stacksync uses MongoDB oplog and change streams. A replica set is required, including for a single-node deployment.
Read access
Available for supported records
Write access
Available for supported records
Setup requirements
  • Use auto-generated ObjectId values for collection _id keys and run the database as a replica set.
  • Allow Stacksync network access and grant database-level permissions to read/write collections and access the oplog.
Limitations to check
  • Individual collection-only permission grants are insufficient for change replication; grant access at the database level.
  • Only ObjectId collection keys are supported; SSH tunneling has protocol and deployment restrictions in the guide.
Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

MongoDB setup guide

Prepare Microsoft 365 and MongoDB 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 365 setup checklist
  • Identify the Microsoft 365 account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Microsoft 365, including read/write support, authentication, and initial-load limits.
MongoDB setup checklist
  • Use auto-generated ObjectId values for collection _id keys and run the database as a replica set.
  • Allow Stacksync network access and grant database-level permissions to read/write collections and access the oplog.
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 365 and MongoDB planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

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 worksheet · CSV, no email required

Record matching

OneDrive Files (driveItems) / Documents

Compare whether Microsoft 365 OneDrive Files (driveItems) and MongoDB Documents describe the same file or document metadata in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Microsoft 365
Object support to establish
MongoDB
Object support to establish
Record identity
Keep file/object ID, container, and version. A path can change and a filename can repeat.
Field ownership
Separate document content, metadata, and sharing permissions; a metadata sync does not imply file transfer or ACL replication.

Fields to include

  • Source file ID
  • Container reference
  • Version
  • Metadata
  • Access classification
Record dependencies
Resolve folder/container and parent-record references before attaching metadata.
Validation
Test a renamed file, a new version, a moved folder, and an access-restricted document.
Recovery
Check the current file version and destination access before retrying transfer or metadata updates.

References: MongoDB: Documents documentation

Reporting dataset

Contacts / Proposed contact table in MongoDB (choose its name)

Plan a contact dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Microsoft 365
Object support to establish
MongoDB
Your database schema
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
Record dependencies
Resolve the organization relationship and any owner or consent references required by the destination.
Validation
Test an email change, two records sharing an email, and a person associated with multiple organizations.
Recovery
Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Reporting dataset

Users / Proposed application user or identity table in MongoDB (choose its name)

Plan a application user or identity dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Microsoft 365
Object support to establish
MongoDB
Your database schema
Record identity
Use the immutable user ID within the tenant or directory. Do not equate an application user with a CRM customer contact.
Field ownership
Identity and application owners approve account lifecycle and access changes; synchronize only approved attributes.

Fields to include

  • Source user ID
  • Tenant reference
  • Account status
  • Group references
Record dependencies
Resolve tenant and group references and establish a protected administrative-account policy.
Validation
Test a renamed login, disabled account, missing group, and a user existing in two tenants.
Recovery
Review access impact before retrying a lifecycle change; reconcile current identity state and retain an approval trail.

Reporting dataset

Planner & To Do Tasks / Proposed task or work item table in MongoDB (choose its name)

Plan a task or work item dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Microsoft 365
Object support to establish
MongoDB
Your database schema
Record identity
Use a stable task/work-item ID and preserve its project or parent-ticket reference.
Field ownership
Choose the owner of task status and assignment; destination workflow states may require an explicit transition.

Fields to include

  • Source task ID
  • Parent reference
  • Assignee
  • Status
  • Due date
Record dependencies
Resolve project, user, and parent-item references before the task.
Validation
Test a reassignment, an unsupported status transition, a deleted parent, and a due date across time zones.
Recovery
Reconcile the destination state before retrying a transition to avoid reopening completed work.

Reporting dataset

Mail Messages / Proposed message or conversation table in MongoDB (choose its name)

Plan a message or conversation dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Microsoft 365
Object support to establish
MongoDB
Your database schema
Record identity
Retain message ID, conversation/thread ID, channel, and sender identity.
Field ownership
Separate message history from actions that send new messages; preserve private/public visibility and channel consent.

Fields to include

  • Source message ID
  • Thread reference
  • Delivery state
  • Timestamp
  • Related record ID
Record dependencies
Resolve conversation, participant, and customer context before associating messages.
Validation
Test a delivery-state change, repeated message, private conversation, and reply linked to the correct thread.
Recovery
Check provider delivery state before retrying a send; replaying history must not send the message again.

Reporting dataset

OneDrive Files (driveItems) / Proposed file or document metadata table in MongoDB (choose its name)

Plan a file or document metadata dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Microsoft 365
Object support to establish
MongoDB
Your database schema
Record identity
Keep file/object ID, container, and version. A path can change and a filename can repeat.
Field ownership
Separate document content, metadata, and sharing permissions; a metadata sync does not imply file transfer or ACL replication.

Fields to include

  • Source file ID
  • Container reference
  • Version
  • Metadata
  • Access classification
Record dependencies
Resolve folder/container and parent-record references before attaching metadata.
Validation
Test a renamed file, a new version, a moved folder, and an access-restricted document.
Recovery
Check the current file version and destination access before retrying transfer or metadata updates.

Compare integration approaches

Choose a method around one example record and the update your business needs. Use OneDrive Files (driveItems) / Documents 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: Keep file/object ID, container, and version. A path can change and a filename can repeat. 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 365 and MongoDB 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 OneDrive Files (driveItems) / Documents, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider when Microsoft 365 and MongoDB 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 365 / MongoDB 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 scenarios and expected results

File or document metadata sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected OneDrive Files (driveItems) or Documents record needs a defined result in the other system.

  1. Start with Microsoft 365 OneDrive Files (driveItems) and MongoDB Documents. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve folder/container and parent-record references before attaching metadata.
  3. 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 a renamed file, a new version, a moved folder, and an access-restricted document.

If it fails: Check the current file version and destination access before retrying transfer or metadata updates.

Contact reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Contacts or Proposed contact table in MongoDB (choose its name) record needs a defined result in the other system.

  1. Start with Microsoft 365 Contacts and MongoDB Proposed contact table in MongoDB (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve the organization relationship and any owner or consent references required by the destination.
  3. 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.

Application user or identity reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Users or Proposed application user or identity table in MongoDB (choose its name) record needs a defined result in the other system.

  1. Start with Microsoft 365 Users and MongoDB Proposed application user or identity table in MongoDB (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve tenant and group references and establish a protected administrative-account policy.
  3. 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 a renamed login, disabled account, missing group, and a user existing in two tenants.

If it fails: Review access impact before retrying a lifecycle change; reconcile current identity state and retain an approval trail.

Define an explicit handoff between Microsoft 365 and MongoDB

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A business event involving Users or Groups needs a defined response involving Documents or Embedded documents and arrays.

  1. Document what the source event means and which destination record or action should respond. A similar name does not establish a shared entity.
  2. Retain separate IDs and choose whether the destination is a report, a new work item, or a change to an existing record.
  3. 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.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

OneDrive Files (driveItems) / Documents

Test case

Test a renamed file, a new version, a moved folder, and an access-restricted document.

Expected result

The expected file or document metadata relationship is preserved with no duplicate action or unintended write.

Contacts / Proposed contact table in MongoDB (choose its name)

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.

Users / Proposed application user or identity table in MongoDB (choose its name)

Test case

Test a renamed login, disabled account, missing group, and a user existing in two tenants.

Expected result

The expected application user or identity relationship is preserved with no duplicate action or unintended write.

Planner & To Do Tasks / Proposed task or work item table in MongoDB (choose its name)

Test case

Test a reassignment, an unsupported status transition, a deleted parent, and a due date across time zones.

Expected result

The expected task or work item 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.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated file or document metadata change

Investigate

Inspect Microsoft 365 OneDrive Files (driveItems) and MongoDB Documents, their IDs, and the destination error.

Next action

Check the current file version and destination access before retrying transfer or metadata updates.

Rejected or repeated contact change

Investigate

Inspect Microsoft 365 Contacts and MongoDB Proposed contact table in MongoDB (choose its name), 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.

Rejected or repeated application user or identity change

Investigate

Inspect Microsoft 365 Users and MongoDB Proposed application user or identity table in MongoDB (choose its name), their IDs, and the destination error.

Next action

Review access impact before retrying a lifecycle change; reconcile current identity state and retain an approval trail.

A record type or update is unavailable

Investigate

Check the Microsoft 365 and MongoDB 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.

Change detection and update delivery

How updates move between Microsoft 365 and MongoDB

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Microsoft 365 MongoDB 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 MongoDB.

MongoDB Microsoft 365 Direction requires confirmation

Detect changesStacksync uses MongoDB oplog and change streams. A replica set is required, including for a single-node deployment.

Apply updatesConfirm that Stacksync can create or update the records you need in Microsoft 365.

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.
FAQ

Microsoft 365 and MongoDB integration FAQ

Next step

Plan your integration with an engineer

Walk through your Microsoft 365 and MongoDB records, field mappings, and requirements with an integration engineer.