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Business productivity / ERP · Two-way sync platform

Microsoft 365 and SAP integration

Plan how Microsoft 365 and SAP 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
Integration planning
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Proposed workflow

Customer sync test

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

Starting eventA change involving Microsoft 365 Contacts or SAP Business Partners needs a defined result in the other system.

  1. Start with Microsoft 365 Contacts and SAP Business Partners. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Resolve person or company type, legal entity, business role, and any billing account before transactions.

  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 an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.

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 SAP
Microsoft 365 recordSAP recordRecord matchingField ownership
ContactsProposed record; confirm Stacksync object support.Customer identity assessmentBusiness PartnersProposed record; confirm Stacksync object support.Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.
OneDrive Files (driveItems)Proposed record; confirm Stacksync object support.Record matchingBilling DocumentsProposed 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.

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

SAP

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Business Partners
  • Materials (Products)
  • Sales Orders
  • Purchase Orders
  • Outbound Deliveries
  • Billing Documents
Confirm support for this record type and the direction you need.

Discuss SAP requirements

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 365SAP
Integration interfaceREST API (Microsoft Graph)OData (v2/v4) APIs on S/4HANA; BAPI/RFC and IDoc on ECC and on-prem systems; SOAP services
AuthenticationConfirm the credentials, API plan, and permissions required for Microsoft 365.Confirm the credentials, API plan, and permissions required for SAP.
Change detectionConfirm how Stacksync detects changes for this connector and the objects you need.Confirm how Stacksync detects changes for this connector and the objects you need.
Read accessConfirm with StacksyncConfirm with Stacksync
Write accessConfirm with StacksyncConfirm with Stacksync

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.
SAP
Integration interface
OData (v2/v4) APIs on S/4HANA; BAPI/RFC and IDoc on ECC and on-prem systems; SOAP services
Authentication
Confirm the credentials, API plan, and permissions required for SAP.
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 SAP account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for SAP, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for SAP and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare Microsoft 365 and SAP 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.
SAP setup checklist
  • Identify the SAP account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for SAP, 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 365 and SAP 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

Customer identity

Contacts / Business Partners

Before linking Microsoft 365 Contacts to SAP Business Partners, check whether the customer is an individual or a company. Match the correct record type in each system.

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

Microsoft 365
Object support to establish
SAP
Object support to establish
Record identity
Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.
Field ownership
Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.

Fields to include

  • Source customer ID
  • Person/company classification
  • Legal entity or business unit
  • Destination identity reference
Record dependencies
Resolve person or company type, legal entity, business role, and any billing account before transactions.
Validation
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Recovery
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

Record matching

OneDrive Files (driveItems) / Billing Documents

Compare whether Microsoft 365 OneDrive Files (driveItems) and SAP Billing 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
SAP
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.

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Contacts / Business Partners 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: Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. 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 SAP 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 / Business Partners, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider when Microsoft 365 and SAP 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. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit
Consider for a one-time Microsoft 365 / SAP 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

Customer sync test

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

Starting event: A change to the selected Contacts or Business Partners record needs a defined result in the other system.

  1. Start with Microsoft 365 Contacts and SAP Business Partners. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve person or company type, legal entity, business role, and any billing account before transactions.
  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 individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.

If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

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 Billing Documents record needs a defined result in the other system.

  1. Start with Microsoft 365 OneDrive Files (driveItems) and SAP Billing 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.

Reconcile SAP business records with Microsoft 365

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

Starting event: A finance-owned record in SAP needs operational visibility through Users or Groups.

  1. Select Business Partners or Materials (Products) with the correct legal entity, period, and currency.
  2. Define a reporting relationship in Microsoft 365; do not equate customer records, ledger accounts, and posted transactions.
  3. Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.

Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.

If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.

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.

Contacts / Business Partners

Test case

Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.

Expected result

The expected customer relationship is preserved with no duplicate action or unintended write.

OneDrive Files (driveItems) / Billing 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.

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 customer change

Investigate

Inspect Microsoft 365 Contacts and SAP Business Partners, their IDs, and the destination error.

Next action

Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

Rejected or repeated file or document metadata change

Investigate

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

Next action

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

A record type or update is unavailable

Investigate

Check the Microsoft 365 and SAP 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 SAP

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 SAP 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 SAP.

SAP Microsoft 365 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 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.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ

Microsoft 365 and SAP integration FAQ

Next step

Plan your integration with an engineer

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