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NextGen Healthcare to Sharepoint integration — real-time, two-way sync

Keep NextGen Healthcare 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 NextGen Healthcare and Sharepoint

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

NextGen Healthcare and Sharepoint hold different kinds of data. NextGen Healthcare 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 NextGen Healthcare produces has to be kept somewhere durable, and many of the files Sharepoint stores are the very documents NextGen Healthcare's records point to.

Stacksync syncs Clinical Documents, Medications & Allergies, Lab Results, Insurance / Coverage in NextGen Healthcare with Columns and content types, Permissions and sharing, Site pages, Sites in Sharepoint in real time. Records and attachments created in NextGen Healthcare 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 NextGen Healthcare, 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 Push appointment schedules to reminder and communication tools and write confirmations back.
  • 02 Land encounters and charges in a warehouse for revenue-cycle and utilization analytics.
  • 03 Two-way sync SharePoint List items with a database table so internal apps read and write structured records in SQL without calling the SharePoint API directly.
  • 04 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.

Common sync patterns

Where NextGen Healthcare generates attachments: keep the files in Sharepoint

Documents attached to records in NextGen Healthcare land in the storage system automatically, with the source record holding a link back, so files live in one governed place instead of inside the tool.

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 NextGen Healthcare, 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 NextGen Healthcare or get changed inside it, so history stays intact and reachable.

What you can sync between NextGen Healthcare 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.

NextGen Healthcare objects Sharepoint objects How this pairing syncs
Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination. 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. Medications & Allergies is specific to NextGen Healthcare and Columns and content types to Sharepoint — each maps to any object or custom field on the other side.
Lab Results Result data read for patient-facing portals and analytics. 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. Lab Results is specific to NextGen Healthcare and Permissions and sharing to Sharepoint — each maps to any object or custom field on the other side.
Insurance / Coverage Payer and eligibility data reconciled with billing and clearinghouse systems. Site pages Modern site pages via /sites/{id}/pages; read page content, layout, and metadata for indexing and content governance. Insurance / Coverage is specific to NextGen Healthcare and Site pages to Sharepoint — each maps to any object or custom field on the other side.
Charges & Billing Practice-management financial data synced for revenue-cycle analytics. 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. Charges & Billing is specific to NextGen Healthcare and Sites to Sharepoint — each maps to any object or custom field on the other side.
Patients Demographic records synced to CRMs and engagement tools for outreach and intake. 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. Patients is specific to NextGen Healthcare and Lists to Sharepoint — each maps to any object or custom field on the other side.
Appointments Schedule data read and written for reminders, self-scheduling, and capacity reporting. 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. Appointments is specific to NextGen Healthcare and List items to Sharepoint — each maps to any object or custom field on the other side.

How changes propagate between NextGen Healthcare 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.

NextGen Healthcare Sharepoint Interval-based propagation

DetectionStacksync polls NextGen Healthcare for changes on an incremental schedule, reading only records changed since the previous pass. Polling, typically filtering on last-updated timestamps.

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

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

Rate-limit considerations

  • NextGen Healthcare: Subject to the platform's API rate limits and healthcare data-access agreements.
  • 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 NextGen Healthcare ⇄ Sharepoint

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever NextGen Healthcare 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 NextGen Healthcare or Sharepoint record.

Observability

Monitoring

Track your NextGen Healthcare ⇄ Sharepoint sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between NextGen Healthcare and Sharepoint.

How the NextGen Healthcare and Sharepoint connectors work

NextGen Healthcare

Integration surface
REST API, including FHIR-based endpoints published through NextGen's developer API program
Authentication
OAuth 2.0
Change detection
Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and healthcare data-access agreements.

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

    Choose tables

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

NextGen Healthcare 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.

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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 361 integrations available for NextGen Healthcare and Sharepoint.

Popular · 7 of 361
All NextGen Healthcare integrations All Sharepoint integrations Browse all integrations
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