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Business productivity ⇄ CRM

ConnectWise to Infor CRM integration — real-time, two-way sync

Keep ConnectWise and Infor CRM 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 Infor CRM

Sync what happens in ConnectWise with the customer records in Infor CRM, 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 Agreements, Projects, Time Entries, Invoices in ConnectWise to Tickets, Activities, Campaigns, Custom entities in Infor CRM with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Infor CRM, and CRM data flows the other way wherever ConnectWise can store and use it.

Common use cases

  • 01 Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
  • 02 Reconcile ConnectWise invoices and agreements against the accounting system to catch billing gaps.
  • 03 Feed marketing platform leads into Infor CRM and return status updates for campaign attribution.
  • 04 Support a migration to another CRM by running both systems in sync during the transition.

Common sync patterns

Where ConnectWise processes payments

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

Where ConnectWise can store CRM context: fields kept current

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

Where ConnectWise handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Infor CRM, so sales sees open issues before the next call.

What you can sync between ConnectWise and Infor CRM

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 Infor CRM objects How this pairing syncs
Contacts People attached to companies, commonly synced against CRM contact records. Contacts Person records synced with marketing and support tools. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Opportunities Pipeline records synced out for forecasting and reporting. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Activities Sales and service activity records synced for engagement reporting. Activities Calls, meetings, and tasks synced for engagement reporting. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Accounts Company records matched against ERP customer masters in syncs. Service Tickets is specific to ConnectWise and Accounts to Infor CRM — each maps to any object or custom field on the other side.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Leads Unqualified records synced in from marketing sources. Agreements is specific to ConnectWise and Leads to Infor CRM — each maps to any object or custom field on the other side.
Projects Project and phase records synced for delivery tracking outside the PSA. Tickets Service records synced with helpdesk and field service systems. Projects is specific to ConnectWise and Tickets to Infor CRM — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise and Infor CRM

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

Infor CRM ConnectWise Interval-based propagation

DetectionStacksync polls Infor CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on modified timestamps.

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.
  • Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
What ships with ConnectWise ⇄ Infor CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Infor CRM 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 Infor CRM record.

Observability

Monitoring

Track your ConnectWise ⇄ Infor CRM 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 Infor CRM.

How the ConnectWise and Infor CRM 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

Infor CRM

Integration surface
REST-style SData API over the CRM entity model
Authentication
User credentials; Infor OS-managed authentication in cloud deployments
Change detection
Polling on modified timestamps; no log-based CDC on the API surface
Capabilities
read · write
Rate limits
Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
How it works

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

    Choose tables

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

ConnectWise and Infor CRM 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
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:

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 515 integrations available for ConnectWise and Infor CRM.

Popular · 6 of 515
All ConnectWise integrations All Infor CRM integrations Browse all integrations
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