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Business productivity ⇄ Storage

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

Keep ConnectWise and Egnyte 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 ConnectWise and Egnyte

Land the records and documents that build up in ConnectWise into Egnyte as they are created, and surface Egnyte's file details on the ConnectWise records that point to them, without an export job to maintain.

ConnectWise and Egnyte hold different kinds of data. ConnectWise carries records and the activity around them — the tickets, messages, orders, or issues a team works through, often with documents attached. Egnyte holds files and the metadata that describes them. Where the two meet is narrow but real: much of what ConnectWise produces has to be kept somewhere durable, and many of the files Egnyte stores are the very documents ConnectWise's records point to.

Stacksync syncs Projects, Time Entries, Invoices, Configurations in ConnectWise with Files, Folders, Users, Groups in Egnyte in real time. Records and attachments created in ConnectWise are written into Egnyte as objects or files within seconds of being created. In the other direction, the metadata Egnyte keeps about those files — name, location, owner, modified date — flows back onto the matching record in ConnectWise, so people see the current document without leaving the tool. Field-level mapping controls exactly what crosses over and in which direction, so you keep a durable copy of what matters without an extract to schedule or a nightly dump that leaves the copy a day behind.

Common use cases

  • 01 Keep configuration (asset) records aligned with an external CMDB or RMM tool.
  • 02 Sync time entries to payroll or BI tools for utilization analysis across technicians.
  • 03 Write custom Metadata such as classification tags and project fields onto Files and Folders from a governance or DMS system, and read it back for reporting.
  • 04 Mirror folder Permissions from a directory or access-management system so entitlements stay consistent across teams.

Common sync patterns

A copy that outlives the tool

A continuously synced copy in Egnyte preserves records and documents even as they age out of ConnectWise or get changed inside it, so history stays intact and reachable.

Feed a data lake or downstream pipeline

Structured records from ConnectWise land in Egnyte as objects a data lake, search index, or processing pipeline can read, without a custom extract to build and babysit.

Archive what ConnectWise produces into Egnyte

Records and events from ConnectWise — tickets, messages, orders, or issues — are written into Egnyte as objects or files as they change, giving you a durable, addressable copy for retention and audit.

What you can sync between ConnectWise and Egnyte

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 Egnyte objects How this pairing syncs
Time Entries Logged technician time, often exported for payroll and invoicing checks. Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. Time Entries is specific to ConnectWise and Links to Egnyte — each maps to any object or custom field on the other side.
Invoices Billing records reconciled against accounting systems. Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. Invoices is specific to ConnectWise and Metadata to Egnyte — each maps to any object or custom field on the other side.
Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. Events and Audit reports File, login, permission, and sharing activity read via the Events API and Audit Reporting API; consumed read-only for compliance. Configurations is specific to ConnectWise and Events and Audit reports to Egnyte — each maps to any object or custom field on the other side.
Members Internal users and technicians referenced by tickets and time entries. Files File content managed via the fs-content endpoint (upload/download, chunked for large files); synced two-way with other stores. Members is specific to ConnectWise and Files to Egnyte — each maps to any object or custom field on the other side.
Activities Sales and service activity records synced for engagement reporting. Folders Folder hierarchy managed via the fs endpoint (create, move, rename, delete); the tree structure is mirrored during sync. Activities is specific to ConnectWise and Folders to Egnyte — 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. Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. Companies is specific to ConnectWise and Users to Egnyte — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise and Egnyte

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

Egnyte ConnectWise Sub-second propagation

DetectionEgnyte notifies Stacksync of record changes through webhook events. Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata,.

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.
  • Egnyte: Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request.
What ships with ConnectWise ⇄ Egnyte

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Egnyte 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 Egnyte record.

Observability

Monitoring

Track your ConnectWise ⇄ Egnyte 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 Egnyte.

How the ConnectWise and Egnyte 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

Egnyte

Integration surface
REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints
Authentication
OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header
Change detection
Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events
Capabilities
read · write · webhooks
Rate limits
Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request
How it works

How to connect ConnectWise to Egnyte — 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 Egnyte 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
    Egnyte connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the ConnectWise and Egnyte 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 ⇄ Egnyte
    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 Egnyte
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

ConnectWise and Egnyte 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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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

Every pair below is a real-time, two-way sync. Search all 490 integrations available for ConnectWise and Egnyte.

Popular · 7 of 490
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