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Business productivity ⇄ Data warehouse

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

Keep Microsoft 365 and Yellowbrick 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 Yellowbrick

Get the data locked inside Microsoft 365 into Yellowbrick as live tables, and send results back where Microsoft 365 can use them, without writing a pipeline.

Whatever Microsoft 365 is used for, it accumulates data the rest of the company wants to analyze, and that data usually sits behind an API rather than in the warehouse. Building and babysitting an extraction pipeline is the tax most teams pay for it.

Stacksync syncs Planner & To Do Tasks, Users, Groups, Mail Messages from Microsoft 365 into tables in Yellowbrick continuously, handling schema, rate limits, and retries. Because the sync is bi-directional, results computed in Yellowbrick can also be written back into fields in Microsoft 365 where the tool can use them.

Common use cases

  • Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
  • Archive mail and file metadata into a warehouse for compliance and activity analytics.
  • Sync CRM and marketing data into Yellowbrick tables so it can be joined with large fact tables for enterprise BI.
  • Land ERP transactional extracts in Yellowbrick for finance and supply-chain analytics.

History that outlives the tool

A continuously synced copy in Yellowbrick preserves a queryable record even as data ages out of Microsoft 365 or gets changed inside it.

Analytics on Microsoft 365's data

Records and events from Microsoft 365 land in Yellowbrick as queryable tables, current within seconds and ready to join with the rest of the warehouse.

Cross-tool reporting

Combine Microsoft 365's data with data from every other synced system to answer questions no single tool can.

What you can sync between Microsoft 365 and Yellowbrick

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 Yellowbrick objects
Users Entra ID user accounts synced with HR and identity systems. Users and Roles Access-control objects that govern what a sync service account can read and write.
Groups Microsoft 365 and security groups kept aligned with org structure and access rules. Databases Top-level containers for schemas and tables.
Mail Messages Exchange Online messages read for logging, archiving, or activity capture. Schemas Namespaces used to organize synced datasets by source or domain.
Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. Tables Columnar MPP tables; the primary targets for warehouse syncs.
Contacts Personal and org contacts kept consistent with CRM contact records. Views Logical views used to shape reads for BI and downstream syncs.
What ships with Microsoft 365 ⇄ Yellowbrick

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft 365 or Yellowbrick 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 Yellowbrick record.

Observability

Monitoring

Track your Microsoft 365 ⇄ Yellowbrick 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 Yellowbrick.

How the Microsoft 365 and Yellowbrick 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

Yellowbrick

Integration surface
SQL wire protocol (PostgreSQL-compatible) with JDBC/ODBC drivers; bulk loading via the ybload utility
Authentication
Database credentials, with LDAP and Kerberos options in enterprise deployments
Change detection
Polling on timestamp columns; no exposed transaction-log CDC
Capabilities
read · write
Rate limits
No API rate limits; throughput depends on cluster sizing, and bulk loads should use ybload rather than row-by-row inserts.
How it works

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

    Choose tables

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

Microsoft 365 and Yellowbrick 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 Yellowbrick.

Popular · 8 of 386
All Microsoft 365 integrations All Yellowbrick integrations Browse all integrations
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