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Business productivity ⇄ Accounting and finance

Microsoft 365 to Pigment integration — real-time, two-way sync

Keep Microsoft 365 and Pigment in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Microsoft 365 and Pigment

Connect the financial records in Pigment with the work happening in Microsoft 365, so both stay current without exports or copy-paste.

Pigment holds the financial truth: who the customers are, what they were billed, what they paid. Microsoft 365 is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Applications, Metrics, Dimension lists, Tables in Pigment and Groups, Mail Messages, Calendar Events, Contacts in Microsoft 365 in sync, bi-directionally and in real time. Whatever records Microsoft 365 keeps and whatever events it produces, the overlap with Pigment is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • Keep dimension lists such as departments and cost centers consistent with master data in the ERP.
  • Sync headcount and compensation data from an HRIS into workforce planning models.
  • Keep CRM contacts and Microsoft 365 contacts aligned in both directions.
  • Sync employee records from an HR system into Entra ID users and group memberships.

Where Microsoft 365 tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

Where Microsoft 365 handles customer conversations: billing context in view

Front-line teams see invoice and payment status from Pigment next to the customer they are helping, without logging into the finance system.

Where Microsoft 365 collects payments or triggers charges: events land in Pigment

Payment and charge activity flows into Pigment as it happens, so the books reflect reality without manual reconciliation.

What you can sync between Microsoft 365 and Pigment

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.

Microsoft 365 objects Pigment objects
Teams Team and membership data provisioned from upstream systems. Tables Row-based transactional data loaded into models from source systems
Planner & To Do Tasks Task items synced with project and work-management tools. Scenarios Versions such as budget, forecast, and actuals that give exported figures their context
Users Entra ID user accounts synced with HR and identity systems. Data imports Scheduled loads that bring actuals from ERPs, CRMs, and HRIS into the model
Groups Microsoft 365 and security groups kept aligned with org structure and access rules. Users and permissions Access controls governing which model areas a sync can touch
Mail Messages Exchange Online messages read for logging, archiving, or activity capture. Applications Planning models organized by domain such as finance, sales, or workforce
Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. Metrics Multidimensional values holding plans and actuals; the main target for inbound data
What ships with Microsoft 365 ⇄ Pigment

Connect Microsoft 365 and Pigment for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft 365–Pigment connection.

Real-time

Two-way sync

Changes in Microsoft 365 or Pigment instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft 365 or Pigment 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 Microsoft 365 or Pigment record.

Observability

Monitoring

Track your Microsoft 365 ⇄ Pigment sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Microsoft 365 and Pigment.

How the Microsoft 365 and Pigment connectors work

Microsoft 365

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
Change detection
Graph change notifications (webhooks) plus delta queries for incremental sync
Capabilities
read · write · webhooks

Pigment

Integration surface
REST-based import and export API
Authentication
API keys, issued separately for import and export
Change detection
no change feed; syncs run scheduled imports and exports
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

How to connect Microsoft 365 to Pigment — 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 Microsoft 365 and Pigment 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
    Microsoft 365 connected
    Pigment connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft 365 and Pigment 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 · Microsoft 365 ⇄ Pigment
    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
    Microsoft 365 Pigment
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Microsoft 365 and Pigment integration FAQ

SECURITY

Security teams love 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.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Microsoft 365 and Pigment.

Popular · 8 of 386
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