Can you integrate Agiloft with ConnectWise?

Explore a Agiloft and ConnectWise integration with a Stacksync engineer. Stacksync support for Agiloft and ConnectWise is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.

Can Agiloft and ConnectWise sync in both directions?

Confirm two-way support with Stacksync for the records and fields you need in both systems. Access to a vendor API does not confirm that its Stacksync connector supports write-back.

What should be ready before the Agiloft and ConnectWise initial load?

Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Identify the Agiloft account, edition, environment, and business objects the integration must access. Identify the ConnectWise account, edition, environment, and business objects the integration must access. Use the pair worksheet to record ownership and acceptance criteria.

How fast does the Agiloft to ConnectWise sync run?

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.

Will existing duplicates merge automatically?

No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.

How do I map Agiloft fields to ConnectWise?

Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.

What should I do if a record fails to sync?

Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.

What does a Agiloft and ConnectWise integration cost?

Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.

Which records should the Agiloft and ConnectWise pilot start with?

Start by reviewing Tasks in Agiloft and Service Tickets in ConnectWise. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.

Business productivity · Two-way sync platform

Agiloft and ConnectWise integration

Plan how Agiloft and ConnectWise should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

Scope your workflow with an integration engineer
Review the systems, records, and updates you need

Integration planning

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Agiloft

ConnectWise

Review the integration scope

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Proposed workflow

Support case or ticket process handoff

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving Agiloft Tasks or ConnectWise Service Tickets needs a defined result in the other system.

Start with Agiloft Tasks and ConnectWise Service Tickets. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve requester, organization, team, and status references before ticket updates.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyEscalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between Agiloft and ConnectWise
Agiloft record	ConnectWise record	Record matching	Field ownership
TasksProposed record; confirm Stacksync object support.Business process handoff	Service TicketsProposed record; confirm Stacksync object support.	Retain separate ticket and task IDs with an explicit relationship; several tasks may resolve one ticket.	Choose which ticket conditions create a work item and which task outcomes may update the support case.
CompaniesProposed record; confirm Stacksync object support.Record matching	CompaniesProposed record; confirm Stacksync object support.	Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient.	Assign ownership separately for relationship details and finance-controlled billing details.
PeopleProposed record; confirm Stacksync object support.Record matching	ContactsProposed record; confirm Stacksync object support.	Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.	Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Agiloft

Connection and object support require review

Record types to review with Stacksync

Record types	Coverage and requirements
Contracts Companies People Attachments Approvals Tasks	Confirm support for this record type and the direction you need.

Discuss Agiloft requirements

ConnectWise

Connection and object support require review

Record types to review with Stacksync

Record types	Coverage and requirements
Companies Contacts Service Tickets Opportunities Agreements Projects	Confirm support for this record type and the direction you need.

Discuss ConnectWise requirements

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits

Connection requirement	Agiloft	ConnectWise
Integration interface	REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API	REST API
Authentication	Confirm the credentials, API plan, and permissions required for Agiloft.	Confirm the credentials, API plan, and permissions required for ConnectWise.
Change detection	Confirm how Stacksync detects changes for this connector and the objects you need.	Confirm how Stacksync detects changes for this connector and the objects you need.
Read access	Confirm with Stacksync	Confirm with Stacksync
Write access	Confirm with Stacksync	Confirm with Stacksync

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

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
DPF US-EU-UK-CH

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:

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Agiloft

Integration interface: REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
Authentication: Confirm the credentials, API plan, and permissions required for Agiloft.
Change detection: Confirm how Stacksync detects changes for this connector and the objects you need.
Read access: Confirm with Stacksync
Write access: Confirm with Stacksync

Setup requirements

Identify the Agiloft account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Agiloft, including read/write support, authentication, and initial-load limits.

Limitations to check

Confirm Stacksync support for Agiloft and the record types your workflow needs.
Review write-back, deletion handling, update timing, and account limits with the integration team.

ConnectWise

Integration interface: REST API
Authentication: Confirm the credentials, API plan, and permissions required for ConnectWise.
Change detection: Confirm how Stacksync detects changes for this connector and the objects you need.
Read access: Confirm with Stacksync
Write access: Confirm with Stacksync

Setup requirements

Identify the ConnectWise account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for ConnectWise, including read/write support, authentication, and initial-load limits.

Limitations to check

Confirm Stacksync support for ConnectWise and the record types your workflow needs.
Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare Agiloft and ConnectWise access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Agiloft setup checklist

Identify the Agiloft account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Agiloft, including read/write support, authentication, and initial-load limits.

ConnectWise setup checklist

Identify the ConnectWise account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for ConnectWise, including read/write support, authentication, and initial-load limits.

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Agiloft and ConnectWise planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Business process

Tasks / Service Tickets

Support-to-work-item handoff: ConnectWise Service Tickets provides context for Agiloft Tasks. These are related records, not equivalent entities.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Agiloft: Object support to establish
ConnectWise: Object support to establish
Record identity: Retain separate ticket and task IDs with an explicit relationship; several tasks may resolve one ticket.
Field ownership: Choose which ticket conditions create a work item and which task outcomes may update the support case.

Fields to include

Source record reference
Destination record reference
Approved handoff state
Duplicate-detection key

Record dependencies: Resolve requester, organization, team, and status references before ticket updates.
Validation: Escalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.
Recovery: Check whether a reply or notification was already sent before replaying ticket actions.

Record matching

Companies / Companies

Compare whether Agiloft Companies and ConnectWise Companies describe the same company in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Agiloft: Object support to establish
ConnectWise: Object support to establish
Record identity: Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient.
Field ownership: Assign ownership separately for relationship details and finance-controlled billing details.

Fields to include

Source record ID
Legal or display name
Business-unit reference
Lifecycle status

Record dependencies: Resolve parent organizations, business units, and currency references before dependent transactions.
Validation: Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.
Recovery: Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

Record matching

People / Contacts

Compare whether Agiloft People and ConnectWise Contacts describe the same contact in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Agiloft: Object support to establish
ConnectWise: Object support to establish
Record identity: Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.
Field ownership: Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.

Fields to include

Source person ID
Display name
Email address
Organization reference
Consent state

Record dependencies: Resolve the organization relationship and any owner or consent references required by the destination.
Validation: Test an email change, two records sharing an email, and a person associated with multiple organizations.
Recovery: Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Tasks / Service Tickets to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit: Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility: Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose: Check record matching: Retain separate ticket and task IDs with an explicit relationship; several tasks may resolve one ticket. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit: A vendor-built integration may fit if it supports your Agiloft and ConnectWise record types.
Operating responsibility: Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose: First check whether either vendor offers this integration. If available, verify Tasks / Service Tickets, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit: Consider explicit orchestration for the Tasks / Service Tickets handoff.
Operating responsibility: Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose: Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.

File or scheduled snapshot

Best fit: Consider for a one-time Agiloft / ConnectWise migration or a reporting need with an explicit freshness window.
Operating responsibility: Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose: Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Support case or ticket process handoff

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Tasks or Service Tickets record needs a defined result in the other system.

Start with Agiloft Tasks and ConnectWise Service Tickets. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve requester, organization, team, and status references before ticket updates.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Escalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.

If it fails: Check whether a reply or notification was already sent before replaying ticket actions.

Company sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Companies or Companies record needs a defined result in the other system.

Start with Agiloft Companies and ConnectWise Companies. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve parent organizations, business units, and currency references before dependent transactions.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.

If it fails: Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

Contact sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected People or Contacts record needs a defined result in the other system.

Start with Agiloft People and ConnectWise Contacts. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve the organization relationship and any owner or consent references required by the destination.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test an email change, two records sharing an email, and a person associated with multiple organizations.

If it fails: Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Define an explicit handoff between Agiloft and ConnectWise

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A business event involving Companies or People needs a defined response involving Companies or Contacts.

Document what the source event means and which destination record or action should respond. A similar name does not establish a shared entity.
Retain separate IDs and choose whether the destination is a report, a new work item, or a change to an existing record.
Assign an approval owner and a duplicate-detection rule before running an action. Use a custom workflow only after its endpoint support is confirmed.

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated support case or ticket change

Investigate

Inspect Agiloft Tasks and ConnectWise Service Tickets, their IDs, and the destination error.

Next action

Check whether a reply or notification was already sent before replaying ticket actions.

Rejected or repeated company change

Investigate

Inspect Agiloft Companies and ConnectWise Companies, their IDs, and the destination error.

Next action

Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

Rejected or repeated contact change

Investigate

Inspect Agiloft People and ConnectWise Contacts, their IDs, and the destination error.

Next action

Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

A record type or update is unavailable

Investigate

Check the Agiloft and ConnectWise connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Agiloft and ConnectWise

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Agiloft ConnectWise Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in ConnectWise.

ConnectWise Agiloft Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Agiloft.

Update timing and record limits

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
Review write-back, deletion handling, update timing, and account limits with the integration team.
Review write-back, deletion handling, update timing, and account limits with the integration team.

FAQ