Real-time
Two-way sync
Changes in Bill or ConnectWise instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ Business productivity
Bill to ConnectWise integration — real-time, two-way sync
Keep Bill and ConnectWise 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
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Bill and ConnectWise
Connect the financial records in Bill with the work happening in ConnectWise, so both stay current without exports or copy-paste.
Bill holds the financial truth: who the customers are, what they were billed, what they paid. ConnectWise is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.
Stacksync keeps Vendor Credits and Credit Memos, Bills, Vendors, Invoices in Bill and Service Tickets, Opportunities, Agreements, Projects in ConnectWise in sync, bi-directionally and in real time. Whatever records ConnectWise keeps and whatever events it produces, the overlap with Bill is mapped field by field, and a change on either side shows up on the other within seconds.
There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.
Common use cases
- 01 Read Payments and payment status into a reconciliation database once bills are marked paid in BILL.
- 02 Read approved Bills and their line items into a Postgres warehouse for spend, accrual, and cash-flow reporting without CSV exports.
- 03 Sync time entries to payroll or BI tools for utilization analysis across technicians.
- 04 Sync ConnectWise companies and contacts with a CRM so sales and service teams work from the same account list.
Common sync patterns
Where ConnectWise collects payments or triggers charges: events land in Bill
Payment and charge activity flows into Bill as it happens, so the books reflect reality without manual reconciliation.
Where ConnectWise tracks people or companies: one identity
A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.
Where ConnectWise handles customer conversations: billing context in view
Front-line teams see invoice and payment status from Bill next to the customer they are helping, without logging into the finance system.
What you can sync between Bill and ConnectWise
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.
| Bill objects | ConnectWise objects | How this pairing syncs | |
|---|---|---|---|
| Invoices Accounts-receivable invoices sent to customers; created and read via /v3/invoices to keep billing status aligned with the ERP or CRM. | Invoices Billing records reconciled against accounting systems. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Bills Accounts-payable amounts owed to vendors, with bill line items; read and created via /v3/bills and pulled incrementally by filtering on createdTime/updatedTime. | Projects Project and phase records synced for delivery tracking outside the PSA. | Bills is specific to Bill and Projects to ConnectWise — each maps to any object or custom field on the other side. | |
| Vendors Payee master records; synced two-way with vendor/supplier tables in an ERP or accounting system so new payees don't have to be re-keyed. | Time Entries Logged technician time, often exported for payroll and invoicing checks. | Vendors is specific to Bill and Time Entries to ConnectWise — each maps to any object or custom field on the other side. | |
| Customers AR customer master records; mapped to customer/account records in a CRM or ERP so finance and sales share one view. | Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. | Customers is specific to Bill and Configurations to ConnectWise — each maps to any object or custom field on the other side. | |
| Payments Outgoing vendor payments and received customer payments; read for reconciliation and created to schedule bill pay. | Members Internal users and technicians referenced by tickets and time entries. | Payments is specific to Bill and Members to ConnectWise — each maps to any object or custom field on the other side. | |
| Chart of Accounts GL accounts used to code bills and invoices; typically mastered in the accounting system and written into BILL for consistent coding. | Activities Sales and service activity records synced for engagement reporting. | Chart of Accounts is specific to Bill and Activities to ConnectWise — each maps to any object or custom field on the other side. |
How changes propagate between Bill and ConnectWise
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Bill ConnectWise Sub-second propagation
DetectionBill notifies Stacksync of record changes through webhook events. Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on.
DeliveryEach detected change is written to ConnectWise through its API, with automatic retries and rate-limit backoff.
ConnectWise Bill Sub-second propagation
DetectionConnectWise notifies Stacksync of record changes through webhook events. Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields.
DeliveryEach detected change is written to Bill through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Bill: 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
- ConnectWise: Subject to the platform's API rate limits per company and integration.
What ships with Bill ⇄ ConnectWise
Connect Bill and ConnectWise for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Bill–ConnectWise connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Bill or ConnectWise 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 Bill or ConnectWise record.
Observability
Monitoring
Track your Bill ⇄ ConnectWise sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Bill and ConnectWise.
How the Bill and ConnectWise connectors work
Bill
- Integration surface
- REST/JSON (BILL v3 Connect API)
- Authentication
- Session-based: POST /v3/login with username, password, organizationId, and a developer key (devKey) returns a sessionId that is passed with the devKey as headers on every subsequent call; OAuth is available for partner/embedded apps
- Change detection
- Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback
- Capabilities
- read · write · webhooks
- Rate limits
- 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
ConnectWise
- Integration surface
- REST API
- Authentication
- Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
- Change detection
- Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits per company and integration
How it works
How to connect Bill to ConnectWise — 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.
- 01
Connect your apps
Authenticate Bill and ConnectWise with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Bill
connected
ConnectWise
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Bill and ConnectWise 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.
objects · Bill ⇄ ConnectWiseCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Bill ConnectWiseCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Bill and ConnectWise integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Bill and ConnectWise: authenticate both systems, choose the objects to sync (such as Bill's Invoices and Bills), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Bill and ConnectWise: Where ConnectWise collects payments or triggers charges: events land in Bill; Where ConnectWise tracks people or companies: one identity; Where ConnectWise handles customer conversations: billing context in view. Payment and charge activity flows into Bill as it happens, so the books reflect reality without manual reconciliation.
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Bill: REST/JSON (BILL v3 Connect API). Authentication: Session-based: POST /v3/login with username, password, organizationId, and a developer key (devKey) returns a sessionId that is passed with the devKey as headers on every subsequent call; OAuth is available for partner/embedded apps. ConnectWise: REST API. Authentication: Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication. Stacksync manages authentication, retries, and rate limits on both sides.
-
Bill: List endpoints support filtering and sorting on createdTime and updatedTime with ISO 8601 date-time ranges, which sync engines use to pull only incremental changes. ConnectWise: The ConnectWise PSA REST API is organized by functional module (Company, Service, Sales, Finance, Procurement, Project, System), each with its own resource endpoints. Stacksync's field mapping accounts for these differences between Bill and ConnectWise without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Bill and ConnectWise records are not retained after a sync operation.
SECURITY
Security teams trust 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.
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:
Related integrations
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