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Business productivity ⇄ Human resources

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

Keep ConnectWise and Lever 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 Lever

Keep the people, teams, and status that ConnectWise and Lever share aligned in real time, so a hire, role change, or departure recorded in one reaches the other within seconds.

Each tool in ConnectWise keeps its own list of who can use it: users, members, or agents, along with the team they sit on and whether they are still active. Lever is the authoritative record of the same people as employees, with their department, manager, and employment status. When those two are connected only by manual account admin or a periodic export, the work tools drift: new hires wait days for access, team and manager changes never catch up, and people who have left keep standing accounts.

Stacksync syncs Contacts, Service Tickets, Opportunities, Agreements in ConnectWise with Feedback, Interviews, Notes and Contacts, Opportunities in Lever bi-directionally and in real time. A person added, moved, or offboarded in Lever creates or updates the matching user in ConnectWise within seconds, with field-level mapping and conflict resolution in place of spreadsheets and one-off account changes. Where ConnectWise captures details of its own, such as a corrected contact or a login identity, those can flow back to Lever in whichever direction you configure.

Because the sync is field-level, each system keeps its own extras; only the shared facts, who a person is, which team they belong to, and whether their access should be on, are held in agreement.

Common use cases

  • 01 Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • 02 Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
  • 03 When an Opportunity is marked hired, write the candidate and its Offer into an HRIS or onboarding system to start employee provisioning.
  • 04 Consolidate Feedback, Interviews, and Notes into a warehouse for interviewer scorecard and time-to-fill reporting.

Common sync patterns

Org and team structure kept current

Department, team, and reporting-line changes from Lever keep the groups, queues, or projects in ConnectWise assigned to the right people.

Where ConnectWise routes or assigns work by person: assignments follow the org

When someone changes teams or managers in Lever, the queues, ownership, or approvals in ConnectWise update to match, so work reaches whoever holds the role now.

Onboarding: access ready on day one

A new hire recorded in Lever creates the matching user in ConnectWise with the right team and manager already set, so people can start working without waiting on a provisioning ticket.

What you can sync between ConnectWise and Lever

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 Lever objects How this pairing syncs
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Opportunities The core pipeline record for a candidate applying to a role; replaced the deprecated Candidates endpoint. Created via POST /opportunities and updated (stage, archive, links, tags, sources, files) through the API, and synced two-way with a database or HRIS. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Contacts People attached to companies, commonly synced against CRM contact records. Interviews Scheduled interview panel events with times and interviewers; read for scheduling reporting and time-to-hire metrics, and creatable via the panels endpoint. Contacts is specific to ConnectWise and Interviews to Lever — 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. Notes and Contacts Free-text Notes on Opportunities plus the underlying Contact (person) that dedupes multiple Opportunities; notes are posted via POST /opportunities/:id/notes and contact-level tags, sources, and links can be added back for attribution. Service Tickets is specific to ConnectWise and Notes and Contacts to Lever — each maps to any object or custom field on the other side.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Postings Job posting records with categories, apply URLs, workplace type, and requisition codes. Can be created via POST /postings and read into a warehouse for open-role reporting. Agreements is specific to ConnectWise and Postings to Lever — each maps to any object or custom field on the other side.
Projects Project and phase records synced for delivery tracking outside the PSA. Requisitions Headcount/requisition records with custom requisition fields, tied to Postings; read via GET /requisitions and synced to an HRIS to reconcile approved headcount against open roles. Projects is specific to ConnectWise and Requisitions to Lever — each maps to any object or custom field on the other side.
Time Entries Logged technician time, often exported for payroll and invoicing checks. Offers Offer records attached to an Opportunity with status and offer-form fields; exposed read-only through GET /opportunities/:id/offers, so they sync outbound to an HRIS or onboarding system when a candidate reaches the offer stage. Time Entries is specific to ConnectWise and Offers to Lever — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise and Lever

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

Lever ConnectWise Sub-second propagation

DetectionLever notifies Stacksync of record changes through webhook events. Webhooks for candidate and application lifecycle events (applicationCreated, candidateStageChange, candidateArchiveStateChange, candidateHired,.

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.
  • Lever: 10 requests/second per API key with a token-bucket burst to ~20/s; POSTs that create candidates/applications are throttled to roughly 2/second. Sustained overage returns 429 with Retry-After. List endpoints are cursor-paginated at up to 100 records per page.
What ships with ConnectWise ⇄ Lever

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Lever 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 Lever record.

Observability

Monitoring

Track your ConnectWise ⇄ Lever 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 Lever.

How the ConnectWise and Lever 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

Lever

Integration surface
REST Data API (api.lever.co/v1)
Authentication
API key over HTTP Basic auth (key as username, blank password) for internal integrations, or OAuth 2.0 with 1-hour access tokens for partner integrations (auth.lever.co)
Change detection
Webhooks for candidate and application lifecycle events (applicationCreated, candidateStageChange, candidateArchiveStateChange, candidateHired, interview created/updated/deleted), plus incremental polling via created_at and updated_at range filters on Opportunities
Capabilities
read · write · webhooks
Rate limits
10 requests/second per API key with a token-bucket burst to ~20/s; POSTs that create candidates/applications are throttled to roughly 2/second. Sustained overage returns 429 with Retry-After. List endpoints are cursor-paginated at up to 100 records per page.
Lever setup guide
How it works

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

    Choose tables

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

ConnectWise and Lever 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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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 499 integrations available for ConnectWise and Lever.

Popular · 7 of 499
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