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Storage ⇄ CRM

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

Keep Sharepoint and Vitally 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 Sharepoint and Vitally

Keep the paperwork with the relationship: Vitally and Sharepoint share every customer's records and files in real time, in both directions.

Vitally holds the customer relationship as structured records; Sharepoint holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.

Stacksync keeps Note, Conversation, NPS Response, Custom Trait in Vitally aligned with List items, Drive items (document libraries), Columns and content types, Permissions and sharing in Sharepoint, in real time. A new account or deal can open its own folder in Sharepoint; a document filed in Sharepoint can surface as a link and metadata on the matching record in Vitally; and records from Vitally can be written into Sharepoint as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.

Common use cases

  • 01 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
  • 02 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
  • 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

Documents linked back to the record

A contract, proposal, or signed agreement filed in Sharepoint surfaces as a link on the matching record in Vitally, so the customer's paperwork sits with the relationship instead of a shared drive.

CRM records archived into storage

Records from Vitally are written into Sharepoint as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.

Document status on the record

Metadata kept in Sharepoint, such as document type, review state, or whether an agreement is signed, updates a field on the matching record in Vitally, so people working the account see where the paperwork stands without opening storage.

What you can sync between Sharepoint and Vitally

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.

Sharepoint objects Vitally objects How this pairing syncs
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. Task CS tasks and follow-ups, readable and writable for workflow sync. Sites is specific to Sharepoint and Task to Vitally — each maps to any object or custom field on the other side.
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. Note Account and user notes captured by success teams. Lists is specific to Sharepoint and Note to Vitally — each maps to any object or custom field on the other side.
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. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. List items is specific to Sharepoint and Conversation to Vitally — each maps to any object or custom field on the other side.
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. NPS Response NPS survey responses for account-health reporting. Drive items (document libraries) is specific to Sharepoint and NPS Response to Vitally — each maps to any object or custom field on the other side.
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. Custom Trait Custom account and user traits for segmentation. Columns and content types is specific to Sharepoint and Custom Trait to Vitally — each maps to any object or custom field on the other side.
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. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Permissions and sharing is specific to Sharepoint and Account to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Sharepoint and Vitally

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.

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

Vitally Sharepoint Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

DeliveryEach detected change is written to Sharepoint 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.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Sharepoint ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Sharepoint or Vitally 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 Sharepoint or Vitally record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Sharepoint and Vitally connectors work

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.

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

How to connect Sharepoint to Vitally — 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 Sharepoint and Vitally 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
    Sharepoint connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Sharepoint and Vitally 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 402 integrations available for Sharepoint and Vitally.

Popular · 6 of 402
All Sharepoint integrations All Vitally integrations Browse all integrations
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