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Business productivity ⇄ CRM

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

Keep ConnectWise and Kustomer in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

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Why teams connect ConnectWise and Kustomer

Sync what happens in ConnectWise with the customer records in Kustomer, 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 Customers, Conversations, Messages, Companies in Kustomer with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Kustomer, and CRM data flows the other way wherever ConnectWise can store and use it.

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 Push order and shipment records from commerce systems into Kustomer custom objects so agents answer order-status questions without switching tools
  • 04 Mirror conversations and satisfaction data into a warehouse for support analytics and agent performance reporting

Common sync patterns

Where ConnectWise handles support or shared inboxes

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

Where ConnectWise supplies contact or company data

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

Where ConnectWise processes payments

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

What you can sync between ConnectWise and Kustomer

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 Kustomer objects How this pairing syncs
Companies Client and prospect account records that anchor most other PSA data in a sync. Companies Organization records group customers and map to CRM accounts. 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.
Invoices Billing records reconciled against accounting systems. Teams Team assignments support routing parity and reporting. Invoices is specific to ConnectWise and Teams to Kustomer — 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. Tags Labels on conversations and customers sync for categorization and analytics. Configurations is specific to ConnectWise and Tags to Kustomer — each maps to any object or custom field on the other side.
Members Internal users and technicians referenced by tickets and time entries. Notes Internal annotations carry context alongside synced conversations. Members is specific to ConnectWise and Notes to Kustomer — each maps to any object or custom field on the other side.
Activities Sales and service activity records synced for engagement reporting. Customers The central record whose timeline aggregates every interaction; external attributes sync onto it. Activities is specific to ConnectWise and Customers to Kustomer — each maps to any object or custom field on the other side.
Contacts People attached to companies, commonly synced against CRM contact records. Conversations Support threads across channels sync outward for analytics and CRM context. Contacts is specific to ConnectWise and Conversations to Kustomer — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise and Kustomer

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

Kustomer ConnectWise Sub-second propagation

DetectionKustomer notifies Stacksync of record changes through webhook events. Outbound webhooks on record events, plus polling for backfill.

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.
  • Kustomer: Subject to the platform's API rate limits.
What ships with ConnectWise ⇄ Kustomer

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Kustomer 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 Kustomer record.

Observability

Monitoring

Track your ConnectWise ⇄ Kustomer 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 Kustomer.

How the ConnectWise and Kustomer 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

Kustomer

Integration surface
REST API
Authentication
API key used as a bearer token, scoped by role
Change detection
Outbound webhooks on record events, plus polling for backfill
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

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

    Choose tables

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

ConnectWise and Kustomer 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 411 integrations available for ConnectWise and Kustomer.

Popular · 6 of 411
All ConnectWise integrations All Kustomer integrations Browse all integrations
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