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ERP ⇄ Storage

Sage Intacct to Sharepoint integration — real-time, two-way sync

Keep Sage Intacct 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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Why teams connect Sage Intacct and Sharepoint

Move the documents and data that Sage Intacct produces into Sharepoint as files, and let files stored in Sharepoint update the records they belong to in Sage Intacct, continuously and without exports or manual filing.

Sage Intacct runs the business on structured records: AP Bills, Payments, Order Entry Transactions, Purchasing Transactions. Sharepoint holds files and the metadata that describes them: Site pages, Sites, Lists, List items. The two do not share a customer table or an order ledger. What they share is documents. Nearly every record Sage Intacct touches produces a file that belongs in storage, whether an invoice, a purchase order, a statement, or a shipping doc, and many files that land in Sharepoint, from signed contracts to vendor bills to receipts, describe a transaction Sage Intacct needs to record. Left unconnected, that link is maintained by hand: someone exports a PDF and drags it into a folder, or downloads a file and keys its details into a record.

Stacksync keeps AP Bills, Payments, Order Entry Transactions, Purchasing Transactions in Sage Intacct and Site pages, Sites, Lists, List items in Sharepoint in sync, bi-directionally and in real time. A document and its details, the customer, the type, the date, an amount, an order or invoice number, are mapped field by field, so a file arrives in Sharepoint already labeled and filed, and metadata captured against a stored file can create or update the matching record in Sage Intacct. Changes on either side show up within seconds, with conflict resolution in place of nightly exports and manual filing.

The result is that a transaction and the document that backs it stay together. Finance, operations, and audit teams find the file behind a record without digging through folders, and the record in Sage Intacct and the file in Sharepoint never describe two different versions of the same document.

Common use cases

  • 01 Replicate GL and journal detail, with full dimension tags, to a warehouse for FP&A reporting.
  • 02 Sync vendors and AP bills with procurement and spend management tools.
  • 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

Audit-ready retention

Every transaction's supporting file lives in Sharepoint beside its metadata, giving finance and audit teams a complete, searchable trail tied back to the record in Sage Intacct.

Documents filed with their context

Files that Sage Intacct produces land in Sharepoint labeled with the customer, document type, and reference number they belong to, so the right copy is one search away instead of buried in a folder.

Metadata that files itself

Record fields from Sage Intacct, like customer, date, amount, type, and reference number, become the metadata and tags on the stored file in Sharepoint, so storage stays organized without anyone tagging by hand.

What you can sync between Sage Intacct 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.

Sage Intacct objects Sharepoint objects How this pairing syncs
Purchasing Transactions Configurable procure-to-pay documents read and written by procurement integrations. Site pages Modern site pages via /sites/{id}/pages; read page content, layout, and metadata for indexing and content governance. Purchasing Transactions is specific to Sage Intacct and Site pages to Sharepoint — each maps to any object or custom field on the other side.
Dimensions Location, Department, Project, Class and similar tags carried on every synced transaction line. 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. Dimensions is specific to Sage Intacct and Sites to Sharepoint — each maps to any object or custom field on the other side.
Employees Employee records used for expense and payroll-adjacent syncs. 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. Employees is specific to Sage Intacct and Lists to Sharepoint — each maps to any object or custom field on the other side.
GL Accounts Chart of accounts read for mapping synced transactions. 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. GL Accounts is specific to Sage Intacct and List items to Sharepoint — each maps to any object or custom field on the other side.
Journal Entries GL activity written from external systems and replicated to warehouses. 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. Journal Entries is specific to Sage Intacct and Drive items (document libraries) to Sharepoint — each maps to any object or custom field on the other side.
Customers AR masters synced bi-directionally with CRMs like Salesforce and HubSpot. 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. Customers is specific to Sage Intacct and Columns and content types to Sharepoint — each maps to any object or custom field on the other side.

How changes propagate between Sage Intacct 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.

Sage Intacct Sharepoint Interval-based propagation

DetectionStacksync polls Sage Intacct for changes on an incremental schedule, reading only records changed since the previous pass. Polling on WHENMODIFIED audit fields.

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

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

Rate-limit considerations

  • 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 Sage Intacct ⇄ Sharepoint

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Sage Intacct 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 Sage Intacct or Sharepoint record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Sage Intacct and Sharepoint connectors work

Sage Intacct

Integration surface
XML web services gateway; REST API on newer releases
Authentication
Web Services sender ID plus company login (session-based) on the XML gateway; OAuth 2.0 on the REST API
Change detection
Polling on WHENMODIFIED audit fields; no log-based CDC or general webhook surface
Capabilities
read · write

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

    Choose tables

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

Sage Intacct 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 497 integrations available for Sage Intacct and Sharepoint.

Popular · 7 of 497
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