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Business productivity ⇄ ERP

ConnectWise to Microsoft Dynamics NAV integration — real-time, two-way sync

Keep ConnectWise and Microsoft Dynamics NAV 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 Microsoft Dynamics NAV

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between ConnectWise and Microsoft Dynamics NAV.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. ConnectWise is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Companies, Contacts, Service Tickets, Opportunities in ConnectWise with Items, Sales Orders & Invoices, Purchase Orders, G/L Entries in Microsoft Dynamics NAV bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

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 Replicate G/L and ledger entries into a warehouse for consolidated finance reporting.
  • 04 Keep inventory availability current in storefronts and customer portals.

Common sync patterns

Where Microsoft Dynamics NAV is the HR or people system of record

Worker and organization data from Microsoft Dynamics NAV stays current in ConnectWise, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where ConnectWise faces customers and Microsoft Dynamics NAV carries account records

Order, invoice, or account status from Microsoft Dynamics NAV appears alongside the customer in ConnectWise, so front-line teams answer from live data.

What you can sync between ConnectWise and Microsoft Dynamics NAV

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 Microsoft Dynamics NAV objects How this pairing syncs
Companies Client and prospect account records that anchor most other PSA data in a sync. Companies Per-company data partitions that scope every sync. 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. Purchase Orders Purchasing documents reconciled with receiving and vendor systems. Activities is specific to ConnectWise and Purchase Orders to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.
Contacts People attached to companies, commonly synced against CRM contact records. G/L Entries Posted ledger entries replicated to warehouses for finance reporting. Contacts is specific to ConnectWise and G/L Entries to Microsoft Dynamics NAV — 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. Item Ledger Entries Inventory movement history read for stock and costing analytics. Service Tickets is specific to ConnectWise and Item Ledger Entries to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Dimensions Analytical codes carried on documents and entries for reporting splits. Opportunities is specific to ConnectWise and Dimensions to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Customers Customer cards synced with CRMs so sales sees ERP balances and terms. Agreements is specific to ConnectWise and Customers to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise and Microsoft Dynamics NAV

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 Microsoft Dynamics NAV 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 applied to Microsoft Dynamics NAV as a row-level write, with types converted between the two schemas.

Microsoft Dynamics NAV ConnectWise Sub-second propagation

DetectionChanges in Microsoft Dynamics NAV are captured at the source via change data capture — no polling loop against its API. Polling on modified/timestamp fields, or SQL Server change tracking/CDC on on-premises databases.

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.
What ships with ConnectWise ⇄ Microsoft Dynamics NAV

Connect ConnectWise and Microsoft Dynamics NAV for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Microsoft Dynamics NAV 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 Microsoft Dynamics NAV record.

Observability

Monitoring

Track your ConnectWise ⇄ Microsoft Dynamics NAV 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 Microsoft Dynamics NAV.

How the ConnectWise and Microsoft Dynamics NAV 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

Microsoft Dynamics NAV

Integration surface
SOAP and OData web services published from NAV pages and codeunits; direct SQL Server access on-premises
Authentication
Windows authentication or NavUserPassword credentials
Change detection
Polling on modified/timestamp fields, or SQL Server change tracking/CDC on on-premises databases; no native webhooks
Capabilities
read · write · CDC
How it works

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

    Choose tables

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

ConnectWise and Microsoft Dynamics NAV 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 497 integrations available for ConnectWise and Microsoft Dynamics NAV.

Popular · 7 of 497
All ConnectWise integrations All Microsoft Dynamics NAV integrations Browse all integrations
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