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CRM ⇄ Business productivity

Clari to ConnectWise integration — real-time, two-way sync

Keep Clari 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.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Clari and ConnectWise

Sync what happens in ConnectWise with the customer records in Clari, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever ConnectWise holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Opportunities, Agreements, Projects, Time Entries in ConnectWise to Forecast, Quota, Opportunities, Activity (Capture) in Clari with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Clari, and CRM data flows the other way wherever ConnectWise can store and use it.

Common use cases

  • 01 Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • 02 Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
  • 03 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
  • 04 Pull Activity (Capture) meetings and emails, mapped to their accounts and opportunities, into a database for coverage and engagement analysis.

Common sync patterns

Where ConnectWise supplies contact or company data

Enriched fields land directly on records in Clari, and refreshes keep them from going stale.

Where ConnectWise processes payments

Charges, refunds, and subscription changes appear on the account in Clari, so revenue context lives with the relationship.

Where ConnectWise can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Clari sync into ConnectWise, so people working there have the context without switching tools.

What you can sync between Clari 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.

Clari objects ConnectWise objects How this pairing syncs
Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. Contacts People attached to companies, commonly synced against CRM contact records. Opportunity field extensions is specific to Clari and Contacts to ConnectWise — each maps to any object or custom field on the other side.
Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. Service Tickets Support and service desk tickets, including status, board, and priority fields. Audit Events is specific to Clari and Service Tickets to ConnectWise — each maps to any object or custom field on the other side.
Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Forecast is specific to Clari and Agreements to ConnectWise — each maps to any object or custom field on the other side.
Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. Projects Project and phase records synced for delivery tracking outside the PSA. Quota is specific to Clari and Projects to ConnectWise — each maps to any object or custom field on the other side.
Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. Time Entries Logged technician time, often exported for payroll and invoicing checks. Activity (Capture) is specific to Clari and Time Entries to ConnectWise — each maps to any object or custom field on the other side.

How changes propagate between Clari 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.

Clari ConnectWise Interval-based propagation

DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).

DeliveryEach detected change is written to ConnectWise through its API, with automatic retries and rate-limit backoff.

ConnectWise Clari 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 Clari through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
  • ConnectWise: Subject to the platform's API rate limits per company and integration.
What ships with Clari ⇄ ConnectWise

Connect Clari and ConnectWise for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–ConnectWise connection.

Real-time

Two-way sync

Changes in Clari or ConnectWise instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari 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 Clari or ConnectWise record.

Observability

Monitoring

Track your Clari ⇄ ConnectWise sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Clari and ConnectWise.

How the Clari and ConnectWise connectors work

Clari

Integration surface
REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
Authentication
API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
Change detection
Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
Capabilities
read · write
Rate limits
Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.

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 Clari 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.

  1. 01

    Connect your apps

    Authenticate Clari 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Clari connected
    ConnectWise connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Clari 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Clari ⇄ ConnectWise
    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
    Clari ConnectWise
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Clari and ConnectWise integration FAQ

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.

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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 415 integrations available for Clari and ConnectWise.

Popular · 7 of 415
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