Microsoft 365 + Timely

Real-Time Microsoft 365 to Timely Sync - Purpose-Built for Your Business

Connect Microsoft 365 to Timely with a purpose-built integration. Real-time sync, error handling, and retry logic included - deployed within 2 weeks by our experienced team.

8+ hours/week

Saved weekly

50+

Clients served

250+

Total hours saved

One-way

Sync direction

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Why Connect Microsoft 365 to Timely?

Reporting across Microsoft 365 and Timely requires painful manual exports and spreadsheet merges

Contacts in Microsoft 365 and clients in Timely drift out of sync, leading to outdated details on invoices, emails, and reports

Manually copying data between Microsoft 365 and Timely wastes hours every week that could be spent on revenue-generating work

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

Transaction data in Microsoft 365 requires manual verification against Timely, increasing audit risk

New team members take longer to onboard because they must learn manual workarounds to keep Microsoft 365 and Timely aligned

Timely adds complexity: integration ecosystem is limited compared to Cliniko, with fewer connections to broader business tools and marketing platforms

Client engagement details in Microsoft 365 and time-tracking data in Timely do not align, making billing inaccurate

How We Help

Every week without this integration costs your Professional Services and Financial Services business 8+ hours/week in manual data handling between Microsoft 365 and Timely. Our Harvard-educated consultants build a sync that eliminates that waste permanently. On the technical side, Timely authenticates via API key, which our team handles as part of the build.

Real-Time Visibility Across Teams

When a record updates in Microsoft 365, every team member working in Timely sees the change instantly. No lag, no stale dashboards, no conflicting reports.

Eliminate Manual Data Entry

Stop copying contacts between Microsoft 365 and Timely by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Unified Contacts Across Both Platforms

Contacts in Microsoft 365 and clients in Timely stay perfectly aligned. Every update, whether it is a new phone number, email change, or company association, is reflected in both systems within seconds.

Scalable Without Extra Headcount

As your data volume grows, the integration scales with you. No need to hire additional admin staff to keep Microsoft 365 and Timely in sync, even as your business doubles.

Microsoft 365 to Timely Use Cases

Sync Microsoft 365 contacts to Timely clients

When a contact is created or updated in Microsoft 365, the corresponding client record in Timely is automatically created or updated. Contact details, company associations, and custom fields are all mapped.

Automated error handling and retry for Microsoft 365/Timely sync

When a sync between Microsoft 365 and Timely 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 Microsoft 365 and Timely

Microsoft 365	→	Timely	Notes
Microsoft 365 Contacts	→	Timely Clients	Contact records matched by email address. New Timely contacts created automatically when no match exists in Microsoft 365.
Microsoft 365 Owner/Assignee	→	Timely Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
Microsoft 365 Record IDs	→	Timely External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication
Microsoft 365 Timestamps	→	Timely Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Microsoft 365 Emails	→	Timely Custom Fields	Emails data from Microsoft 365 stored in Timely custom fields for reference
Microsoft 365 Calendar-events	→	Timely Custom Fields	Calendar-events data from Microsoft 365 stored in Timely custom fields for reference
Microsoft 365 Files	→	Timely Custom Fields	Files data from Microsoft 365 stored in Timely custom fields for reference
Microsoft 365 Documents	→	Timely Custom Fields	Documents data from Microsoft 365 stored in Timely custom fields for reference

Microsoft 365 + Timely Integration FAQ

Most Microsoft 365 to Timely integrations are completed within 2 weeks. We start with a discovery session to understand your specific workflow, then build and test the integration. Complex setups with custom business logic may take up to 4-8 weeks.

Yes, we typically use API polling for near-real-time sync. Changes in Microsoft 365 are reflected in Timely within seconds. For high-volume scenarios, we can implement queuing to handle peak loads without data loss.

We map automation data like emails and calendar-events from Microsoft 365 to the corresponding industry tools structures in Timely. Our team handles data transformation, validation, and conflict resolution between the two system types.

Absolutely. Custom field mapping is a core part of every integration we build. Whether it is custom properties in Microsoft 365 or user-defined fields in Timely, we map them precisely to your requirements. We can also transform data formats, apply business rules, and handle conditional mappings.

The most common data objects synced between Microsoft 365 and Timely include contacts. 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.

Yes. We routinely build conditional logic, field transformations, data enrichment, and approval workflows into integrations. For example, only sync contacts that meet certain criteria, or transform data formats before writing to Timely. Your business rules drive the integration design.

Yes. We have built integrations for Professional Services businesses that rely on both Microsoft 365 and Timely. The integration is customised to your industry-specific workflows, data structures, and compliance requirements. Book Free Assessment to discuss your specific needs.