Class Super + SharePoint

Connect Class Super to SharePoint - Automate Your Workflow

Australian Financial Services businesses rely on both Class Super and SharePoint. Our custom one-way integration keeps them in sync, saving your team 8+ hours/week and eliminating data entry errors.

8+ hours/week

Saved weekly

Manual reconciliation

50+

Clients served

One-way

Sync direction

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Why Connect Class Super to SharePoint?

Class Super limitations compound the integration challenge: integration options outside the core SMSF ecosystem are limited compared to broader accounting platforms like Xero

Transaction data in Class Super requires manual verification against SharePoint, increasing audit risk

New team members take longer to onboard because they must learn manual workarounds to keep Class Super and SharePoint aligned

No single source of truth when files live in two disconnected tools, so staff second-guess which system has the correct information

Manually copying data between Class Super and SharePoint wastes hours every week that could be spent on revenue-generating work

Reporting across Class Super and SharePoint requires painful manual exports and spreadsheet merges

Client engagement details in Class Super and time-tracking data in SharePoint do not align, making billing inaccurate

How We Help

Every week without this integration costs your Financial Services and Professional Services business 8+ hours/week in manual data handling between Class Super and SharePoint. Our Harvard-educated consultants build a sync that eliminates that waste permanently. On the technical side, Class Super uses a REST API, and SharePoint authenticates via OAuth, which our team handles as part of the build.

Real-Time Visibility Across Teams

When a record updates in Class Super, every team member working in SharePoint sees the change instantly. No lag, no stale dashboards, no conflicting reports.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Class Super and SharePoint. Custom field mappings, business rules, and error handling included.

Built-In Error Handling and Alerts

Our integrations include automatic retries, error queuing, and real-time notifications. If something fails between Class Super and SharePoint, your team knows immediately and the system self-recovers where possible.

Scalable Without Extra Headcount

As your data volume grows, the integration scales with you. No need to hire additional admin staff to keep Class Super and SharePoint in sync, even as your business doubles.

Class Super to SharePoint Use Cases

Automated error handling and retry for Class Super/SharePoint sync

When a sync between Class Super and SharePoint fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Data Mapping

How data flows between Class Super and SharePoint

Class Super	→	SharePoint	Notes
Class Super Documents	→	SharePoint Documents	File attachments linked to their corresponding records across both platforms.
Class Super Timestamps	→	SharePoint Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Class Super Owner/Assignee	→	SharePoint Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
Class Super Record IDs	→	SharePoint External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication
Class Super Funds	→	SharePoint Custom Fields	Funds data from Class Super stored in SharePoint custom fields for reference
Class Super Investments	→	SharePoint Custom Fields	Investments data from Class Super stored in SharePoint custom fields for reference
Class Super Reports	→	SharePoint Custom Fields	Reports data from Class Super stored in SharePoint custom fields for reference
Class Super Members	→	SharePoint Custom Fields	Members data from Class Super stored in SharePoint custom fields for reference
Class Super Transactions	→	SharePoint Custom Fields	Transactions data from Class Super stored in SharePoint custom fields for reference

Class Super + SharePoint Integration FAQ

Yes, we handle one-time historical data migrations alongside ongoing sync. We map your existing files, validate data quality, and run test migrations before the final cutover. Most migrations complete within 4-8 weeks depending on volume.

We map accounting & finance data like funds and members from Class Super to the corresponding file storage structures in SharePoint. Our team handles data transformation, validation, and conflict resolution between the two system types.

We use a combination of direct REST API connections and automation platforms like Make, Zapier, or n8n, depending on your requirements and budget. For complex workflows, we build custom middleware. The right approach depends on your volume, sync frequency, and business rules.

Our integrations include retry logic and error queuing. If SharePoint is temporarily down, changes are queued and replayed once the system recovers. You will receive alerts for any sync failures that need attention. No data is lost during outages.

The most common data objects synced between Class Super and SharePoint include files. We map each data type to its counterpart in the target system, including custom fields, metadata, and relationship data. The exact scope is tailored to your workflow during the discovery session.

By default, we configure Class Super to SharePoint as a one-way sync, but bi-directional sync is possible if your workflow requires it. We will assess the best approach during the discovery session.

Absolutely. Custom field mapping is a core part of every integration we build. Whether it is custom properties in Class Super or user-defined fields in SharePoint, we map them precisely to your requirements. We can also transform data formats, apply business rules, and handle conditional mappings.