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Business productivity ⇄ CRM

ConnectWise to Dun And Bradstreet integration — real-time data sync

Keep ConnectWise and Dun And Bradstreet 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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Why teams connect ConnectWise and Dun And Bradstreet

Flow Dun And Bradstreet data into ConnectWise in real time — no exports, no schedulers, no custom scripts.

Dun And Bradstreet is a read-only source: Stacksync reads its data in real time and delivers it into ConnectWise, so ConnectWise always reflects the current state of Dun And Bradstreet — without exports, scripts, or schedulers.

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.

Common use cases

  • 01 Sync ConnectWise companies and contacts with a CRM so sales and service teams work from the same account list.
  • 02 Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • 03 Build target-account lists with Criteria Search and land the resulting DUNS plus firmographics in a database for outbound and TAM analysis.
  • 04 Poll D&B Monitoring notifications for a registered portfolio of key accounts and suppliers and update the CRM or warehouse record whenever a firmographic or risk score changes.

Common sync patterns

Where ConnectWise supplies contact or company data

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

Where ConnectWise processes payments

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

Where ConnectWise can store CRM context: fields kept current

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

What you can sync between ConnectWise and Dun And Bradstreet

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.

ConnectWise objects Dun And Bradstreet objects How this pairing syncs
Members Internal users and technicians referenced by tickets and time entries. Criteria Search Query companies by firmographic criteria (industry, geography, size) and get back a list of D-U-N-S Numbers to enrich; read-only list building. Members is specific to ConnectWise and Criteria Search to Dun And Bradstreet — each maps to any object or custom field on the other side.
Activities Sales and service activity records synced for engagement reporting. Monitoring Notifications Change notices for a registered portfolio of DUNS; read-only feed pulled from the notifications endpoint (retained ~60 days) or delivered as bundled push. Activities is specific to ConnectWise and Monitoring Notifications to Dun And Bradstreet — each maps to any object or custom field on the other side.
Companies Client and prospect account records that anchor most other PSA data in a sync. Company Information (Data Block) Core firmographics for a D-U-N-S Number - legal name, addresses, industry codes, employees, sales, status. Retrieved read-only via the Enrich endpoint; blocks come in levels L1-L4. Companies is specific to ConnectWise and Company Information (Data Block) to Dun And Bradstreet — each maps to any object or custom field on the other side.
Contacts People attached to companies, commonly synced against CRM contact records. Principals & Contacts (Data Block) Company officers, executives, and contacts tied to a D-U-N-S Number; read-only enrichment used to populate CRM contact and account-owner fields. Contacts is specific to ConnectWise and Principals & Contacts (Data Block) to Dun And Bradstreet — each maps to any object or custom field on the other side.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Company Hierarchy & Connections (Family Tree) Parent, subsidiary, branch, and global-ultimate DUNS relationships; read-only, used to build account hierarchies and corporate-family rollups. Service Tickets is specific to ConnectWise and Company Hierarchy & Connections (Family Tree) to Dun And Bradstreet — each maps to any object or custom field on the other side.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Financial Strength & Risk Insight (Data Block) D&B risk and credit signals - D&B Rating, PAYDEX, Failure Score, Delinquency Score, Viability - keyed by D-U-N-S Number; read-only. Opportunities is specific to ConnectWise and Financial Strength & Risk Insight (Data Block) to Dun And Bradstreet — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise and Dun And Bradstreet

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.

ConnectWise Dun And Bradstreet Sub-second propagation

DetectionConnectWise notifies Stacksync of record changes through webhook events. Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields.

DeliveryDun And Bradstreet does not accept inbound record writes, so this direction carries requests rather than records: Dun And Bradstreet's output flows back as field updates on the originating ConnectWise records.

Dun And Bradstreet ConnectWise Interval-based propagation

DetectionStacksync polls Dun And Bradstreet for changes on an incremental schedule, reading only records changed since the previous pass. Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days).

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

Rate-limit considerations

  • ConnectWise: Subject to the platform's API rate limits per company and integration.
  • Dun And Bradstreet: Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.
What ships with ConnectWise ⇄ Dun And Bradstreet

Connect ConnectWise and Dun And Bradstreet for flexible, real-time data sync.

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Dun And Bradstreet 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 ConnectWise or Dun And Bradstreet record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between ConnectWise and Dun And Bradstreet.

How the ConnectWise and Dun And Bradstreet connectors work

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

Dun And Bradstreet

Integration surface
D&B Direct+ REST API (plus.dnb.com) - capability groups for Identity Resolution (Match), Search, Enrich (Data Blocks by D-U-N-S Number), Multi-Process, Data File/Batch, and Monitoring
Authentication
OAuth 2.0 client-credentials: Base-auth a consumer key/secret to POST /v3/token for a bearer token; access tokens expire after 24 hours.
Change detection
Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days). Bundled push delivery is configured with your D&B rep; there is no standard HTTP webhook and no log-based CDC.
Capabilities
read
Rate limits
Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.
How it works

How to connect ConnectWise to Dun And Bradstreet — 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 ConnectWise and Dun And Bradstreet 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
    ConnectWise connected
    Dun And Bradstreet connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the ConnectWise and Dun And Bradstreet 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 · ConnectWise ⇄ Dun And Bradstreet
    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
    ConnectWise Dun And Bradstreet
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

ConnectWise and Dun And Bradstreet 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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DPF US-EU-UK-CH
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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 476 integrations available for ConnectWise and Dun And Bradstreet.

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