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Business productivity ⇄ ERP

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

Keep Microsoft 365 and Rootstock ERP 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 Rootstock ERP

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Microsoft 365 and Rootstock ERP.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Microsoft 365 is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Mail Messages, Calendar Events, Contacts, OneDrive Files (driveItems) in Microsoft 365 with Inventory Balances, Receipts and Shipments, Salesforce Accounts and Contacts, Sales Orders in Rootstock ERP bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • Sync employee records from an HR system into Entra ID users and group memberships.
  • Mirror calendar events into scheduling or CRM tools so meetings appear on customer timelines.
  • Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.
  • Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.

Where Rootstock ERP is the HR or people system of record

Worker and organization data from Rootstock ERP stays current in Microsoft 365, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where Microsoft 365 faces customers and Rootstock ERP carries account records

Order, invoice, or account status from Rootstock ERP appears alongside the customer in Microsoft 365, so front-line teams answer from live data.

What you can sync between Microsoft 365 and Rootstock ERP

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 Rootstock ERP objects
Groups Microsoft 365 and security groups kept aligned with org structure and access rules. Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS.
Mail Messages Exchange Online messages read for logging, archiving, or activity capture. Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems.
Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync.
Contacts Personal and org contacts kept consistent with CRM contact records. Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems.
OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools.
SharePoint Sites & Lists List items read and written like lightweight database tables. Purchase Orders Procurement documents synced with supplier portals and AP systems.
What ships with Microsoft 365 ⇄ Rootstock ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft 365 or Rootstock ERP 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 Rootstock ERP record.

Observability

Monitoring

Track your Microsoft 365 ⇄ Rootstock ERP 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 Rootstock ERP.

How the Microsoft 365 and Rootstock ERP 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

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works

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

    Choose tables

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

Microsoft 365 and Rootstock ERP 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.

Learn more about security
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:

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 386 integrations available for Microsoft 365 and Rootstock ERP.

Popular · 8 of 386
All Microsoft 365 integrations All Rootstock ERP integrations Browse all integrations
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