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Database ⇄ Storage

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

Keep Reltio 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 Reltio and Sharepoint

Keep Reltio and Sharepoint in step: a row in Reltio for every file in Sharepoint, with names, paths, metadata, and status staying consistent in real time, in both directions.

A database holds structured records; a storage system holds the files those records depend on, such as contracts, images, exports, uploads, and documents. The two describe the same things from opposite sides: a row in Reltio says a file exists and carries its name, location, and status, while Sharepoint holds the bytes. Linked only by a hand-kept path or a one-off script, the two drift the moment a file is renamed, moved, or deleted and the record still points at where it used to be.

Stacksync syncs Data Change Requests (DCR), Reference Data (RDM), Entities, Relations in Reltio with Columns and content types, Permissions and sharing, Site pages, Sites in Sharepoint bi-directionally and in real time. File attributes, including name, path or object key, size, type, modified time, owner, and tags or custom properties, map field by field to columns on the matching row, and a change on either side shows up on the other within seconds. New files appear as rows, metadata edits travel in the direction you choose, and deletes stay consistent, with conflict rules you set in place of nightly reconciliation scripts.

Common use cases

  • 01 Mirror the Reltio Activity Log and change history into a database for audit, lineage, and governance reporting.
  • 02 Push cleansed, deduplicated golden records and survivorship results from Reltio back into CRM and ERP systems so every app works from the mastered record.
  • 03 Provision site and item permissions and sharing links from an IdP or access-management system so SharePoint access follows onboarding and offboarding.
  • 04 Stream list and library changes through delta query and change-notification webhooks into a warehouse for audit, access-review, and reporting.

Common sync patterns

A queryable index of the file store

Every file or object in Sharepoint shows up as a row in Reltio, with its name, folder or key, size, type, and modified date as columns, so the contents of the store can be listed, filtered, and joined like any other table.

File metadata kept in step

Tags, custom properties, owner, or status columns edited on a row in Reltio write back to the matching file's metadata in Sharepoint, and metadata changed in Sharepoint updates the row, so the two never disagree about a file.

Records that point at documents

Where a record in Reltio references a file in Sharepoint, such as a contract, an image, an export, or an upload, the reference, path, and status stay consistent as files are renamed, moved, or replaced, so stored links keep resolving.

What you can sync between Reltio 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.

Reltio objects Sharepoint objects How this pairing syncs
Matches (Potential Matches) Candidate duplicate pairs produced by match rules; read to review, and resolved with merge, unmerge, or not-a-match actions to control survivorship. 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. Matches (Potential Matches) is specific to Reltio and Lists to Sharepoint — each maps to any object or custom field on the other side.
Activity Log Immutable audit trail of changes to entities and relations via /activities; read-only, used for history, lineage, and compliance 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. Activity Log is specific to Reltio and List items to Sharepoint — each maps to any object or custom field on the other side.
Data Change Requests (DCR) Stewardship change proposals routed through approval workflows; read and written to feed or track governed edits to golden records. 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. Data Change Requests (DCR) is specific to Reltio and Drive items (document libraries) to Sharepoint — each maps to any object or custom field on the other side.
Reference Data (RDM) Managed lookup and reference values (country codes, standardized values, hierarchies); read and updated so downstream systems share consistent reference data. 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. Reference Data (RDM) is specific to Reltio and Columns and content types to Sharepoint — each maps to any object or custom field on the other side.
Entities Golden records for each configured entity type (for example Organization, Individual/Contact, Location, or Product); full CRUD via /entities, so records are created, updated, and deleted, and Reltio matches and merges them by survivorship rules. 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. Entities is specific to Reltio and Permissions and sharing to Sharepoint — each maps to any object or custom field on the other side.
Relations Typed relationships between two entities (affiliations, hierarchies, employment, households); read and written via /relations to keep account hierarchies and affiliation graphs aligned across systems. Site pages Modern site pages via /sites/{id}/pages; read page content, layout, and metadata for indexing and content governance. Relations is specific to Reltio and Site pages to Sharepoint — each maps to any object or custom field on the other side.

How changes propagate between Reltio 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.

Reltio Sharepoint Interval-based propagation

DetectionStacksync polls Reltio for changes on an incremental schedule, reading only records changed since the previous pass. Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored.

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

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

Rate-limit considerations

  • Reltio: Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.
  • 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 Reltio ⇄ Sharepoint

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Reltio 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 Reltio or Sharepoint record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Reltio and Sharepoint connectors work

Reltio

Integration surface
Reltio REST API (Data API) — /entities, /relations, /interactions, /activities, plus Match, RDM (reference data), and Data Change Request endpoints; base URL https://{environment}.reltio.com/reltio/api/{tenantId}
Authentication
OAuth 2.0 bearer tokens obtained from Reltio's central auth server (POST https://auth.reltio.com/oauth/token, client-credentials or password grant, application/x-www-form-urlencoded) and sent as Authorization: Bearer <token>; access tokens expire after about 60 minutes and are renewed with a refresh token, and are scoped per API (entities_api, relations_api, interactions_api, configuration_api, graphs_api)
Change detection
Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored watermark. Reltio has no CDC log external tools consume; separately, Reltio's event streaming can publish entity change events (created, changed, removed) to a customer-configured message queue (Amazon SQS/SNS, Google Pub/Sub, Azure Service Bus, or Kafka), which is a queue feed rather than HTTP webhooks.
Capabilities
read · write
Rate limits
Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.

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

    Choose tables

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

Reltio 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
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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 422 integrations available for Reltio and Sharepoint.

Popular · 7 of 422
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