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

Keep ConnectWise and Microsoft Graph 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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Why teams connect ConnectWise and Microsoft Graph

Connect the tickets, records, and events in ConnectWise to the systems engineering runs in Microsoft Graph, kept current in real time and in both directions.

ConnectWise is where customer-facing and operational work happens: the tickets, conversations, contacts, and records a team touches every day. Microsoft Graph is where engineering runs the systems behind that work — the issue trackers, message brokers, directories, and monitors that keep services moving. The same items, people, and events matter to both, and when the only link between them is a manual hand-off or an overnight export, each side acts on a stale copy of what the other already knows.

Stacksync syncs Contacts, Service Tickets, Opportunities, Agreements in ConnectWise with Groups and memberships, Mail messages (Outlook), Calendar events, Contacts in Microsoft Graph field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync maps the overlap, resolves conflicts by rules you set, and keeps every copy current, with no middleware to build and no API limits to babysit.

Common use cases

  • 01 Sync ConnectWise companies and contacts with a CRM so sales and service teams work from the same account list.
  • 02 Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • 03 Two-way sync Users and Groups between Microsoft Entra ID and an HRIS or Postgres so joiners, movers, and leavers provision and deprovision accounts and group memberships automatically.
  • 04 Sync Outlook Calendar events and Contacts two-way with a CRM so reps' meetings and the people they meet stay aligned across both systems.

Common sync patterns

Where Microsoft Graph tracks engineering work: requests become issues

A ticket or request raised in ConnectWise opens or updates a matching issue in Microsoft Graph, and status, comments, and resolution flow back, so support and engineering work the same item instead of retyping it.

Where Microsoft Graph moves messages between services: activity lands on the stream

Records created or changed in ConnectWise publish to the queue or topic in Microsoft Graph as they happen, so downstream services react to real events rather than polling for them.

Where Microsoft Graph is the directory or identity source: one set of users

People and accounts in ConnectWise stay matched to the users in Microsoft Graph, so access, provisioning, and org changes propagate instead of being keyed in twice.

What you can sync between ConnectWise and Microsoft Graph

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 Graph objects How this pairing syncs
Contacts People attached to companies, commonly synced against CRM contact records. Contacts Personal Outlook contacts via /users/{id}/contacts; full create, read, update, delete, synced two-way with CRM person records. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Companies Client and prospect account records that anchor most other PSA data in a sync. Groups and memberships Microsoft 365 and security groups via /groups; read and write name, owners, and add/remove members, with membership deltas surfaced by delta query. Companies is specific to ConnectWise and Groups and memberships to Microsoft Graph — 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. Mail messages (Outlook) Messages via /users/{id}/messages; read and create drafts, update, and send with the sendMail action, so this surface is fully read-write. Service Tickets is specific to ConnectWise and Mail messages (Outlook) to Microsoft Graph — each maps to any object or custom field on the other side.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Calendar events Outlook events via /users/{id}/events; read and write meetings, attendees, and recurrence, and accept or decline invitations. Opportunities is specific to ConnectWise and Calendar events to Microsoft Graph — each maps to any object or custom field on the other side.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Drive items (OneDrive & SharePoint) Files and folders via /drives and /me/drive; read and write items, upload and download content, and read per-item metadata. Agreements is specific to ConnectWise and Drive items (OneDrive & SharePoint) to Microsoft Graph — each maps to any object or custom field on the other side.
Projects Project and phase records synced for delivery tracking outside the PSA. Teams messages and chats Channel messages and chats via /teams/{id}/channels and /chats; read message history and post new messages for alerts and archiving. Projects is specific to ConnectWise and Teams messages and chats to Microsoft Graph — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise and Microsoft Graph

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

Microsoft Graph ConnectWise Sub-second propagation

DetectionMicrosoft Graph notifies Stacksync of record changes through webhook events. Delta query (change tracking) returns created, updated, and deleted items since the last deltaLink for users, groups, mail, events, contacts, and.

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.
  • Microsoft Graph: Throttled per app and per tenant, returning HTTP 429 with a Retry-After header; limits vary by service — the Outlook mail service allows about 10,000 requests per 10 minutes per app per mailbox with up to 4 concurrent requests, and delta and subscription tokens expire and must be renewed.
What ships with ConnectWise ⇄ Microsoft Graph

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Microsoft Graph 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 Graph record.

Observability

Monitoring

Track your ConnectWise ⇄ Microsoft Graph 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 Graph.

How the ConnectWise and Microsoft Graph 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 Graph

Integration surface
Microsoft Graph unified REST API (v1.0 and beta) at graph.microsoft.com, spanning Microsoft 365 services — Entra ID, Outlook mail and calendar, OneDrive and SharePoint, Teams, and Planner; supports JSON $batch (up to 20 requests per call).
Authentication
OAuth 2.0 via the Microsoft identity platform (Microsoft Entra ID). An app registration holds delegated or application (app-only) scopes such as Mail.ReadWrite, Calendars.ReadWrite, Files.ReadWrite.All, User.ReadWrite.All, and Group.ReadWrite.All; application permissions require tenant admin consent.
Change detection
Delta query (change tracking) returns created, updated, and deleted items since the last deltaLink for users, groups, mail, events, contacts, and driveItems; change-notification subscriptions (webhooks) POST near-real-time notifications to a notification URL and must be renewed before they expire.
Capabilities
read · write · webhooks
Rate limits
Throttled per app and per tenant, returning HTTP 429 with a Retry-After header; limits vary by service — the Outlook mail service allows about 10,000 requests per 10 minutes per app per mailbox with up to 4 concurrent requests, and delta and subscription tokens expire and must be renewed.
How it works

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

    Choose tables

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

ConnectWise and Microsoft Graph 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 311 integrations available for ConnectWise and Microsoft Graph.

Popular · 7 of 311
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