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Business productivity

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

Keep ConnectWise and Gainsight 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 Gainsight

Stop re-entering the same information in ConnectWise and Gainsight: Stacksync keeps the records they share consistent in real time, in both directions.

Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.

Stacksync syncs Configurations, Members, Activities, Companies in ConnectWise with Relationship, CTA (Call to Action), Scorecard Fact, Timeline Activity in Gainsight in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.

Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.

Common use cases

  • 01 Reconcile ConnectWise invoices and agreements against the accounting system to catch billing gaps.
  • 02 Keep configuration (asset) records aligned with an external CMDB or RMM tool.
  • 03 Read Timeline Activities and Success Plan objectives into a reporting database for churn, QBR, and CSM-productivity dashboards.
  • 04 Keep Relationship records aligned with a billing system or ERP so multi-product customers map to the correct contracts and invoices.

Common sync patterns

Where one tool produces events: mirror them in the other

Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.

Where Gainsight is where the team documents or plans: keep its data fed

Information that originates in ConnectWise stays current in Gainsight instead of going stale after a one-time paste.

Handoffs between teams

When work started in one tool continues in the other, the shared fields travel with it automatically.

What you can sync between ConnectWise and Gainsight

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 Gainsight objects How this pairing syncs
Companies Client and prospect account records that anchor most other PSA data in a sync. Company Customer/account master in Gainsight CS; two-way synced with CRM and warehouse customer tables to keep ARR, owner, and renewal fields aligned. 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.
Projects Project and phase records synced for delivery tracking outside the PSA. Relationship Sub-units within a company for multi-product or multi-team accounts; synced so each maps to the right contract in billing or an ERP. Projects is specific to ConnectWise and Relationship to Gainsight — each maps to any object or custom field on the other side.
Time Entries Logged technician time, often exported for payroll and invoicing checks. CTA (Call to Action) Risk and expansion alerts that drive CSM plays; often synced to ticketing or project tools so follow-up work is tracked where teams operate. Time Entries is specific to ConnectWise and CTA (Call to Action) to Gainsight — each maps to any object or custom field on the other side.
Invoices Billing records reconciled against accounting systems. Scorecard Fact Health scores and measures per Company or Relationship; usage metrics from a warehouse are written in so scores reflect live telemetry. Invoices is specific to ConnectWise and Scorecard Fact to Gainsight — 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. Timeline Activity Logged calls, emails, and notes; usually read out into a reporting database for QBR and churn analysis. Configurations is specific to ConnectWise and Timeline Activity to Gainsight — each maps to any object or custom field on the other side.
Members Internal users and technicians referenced by tickets and time entries. Success Plan Account objectives with associated tasks; read out for reporting or synced with project tools tracking onboarding and adoption. Members is specific to ConnectWise and Success Plan to Gainsight — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise and Gainsight

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

Gainsight ConnectWise Interval-based propagation

DetectionStacksync polls Gainsight for changes on an incremental schedule, reading only records changed since the previous pass. Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object.

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.
  • Gainsight: Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
What ships with ConnectWise ⇄ Gainsight

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Gainsight 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 Gainsight record.

Observability

Monitoring

Track your ConnectWise ⇄ Gainsight 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 Gainsight.

How the ConnectWise and Gainsight 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

Gainsight

Integration surface
REST APIs (per-object) and asynchronous Bulk REST API
Authentication
API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported
Change detection
Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object; Rules Engine Real-Time Rules can optionally push specific object events (e.g., a Company stage change) to an external endpoint
Capabilities
read · write
Rate limits
Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
How it works

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

    Choose tables

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

ConnectWise and Gainsight 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.

Learn more about security
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GDPR
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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:

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 504 integrations available for ConnectWise and Gainsight.

Popular · 7 of 504
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