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Business productivity ⇄ Accounting and finance

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

Keep ConnectWise and Ramp 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 Ramp

Connect the financial records in Ramp with the work happening in ConnectWise, so both stay current without exports or copy-paste.

Ramp holds the financial truth: who the customers are, what they were billed, what they paid. ConnectWise is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Vendors, Funds (Spend Controls), General Ledger Accounts, Transactions in Ramp and Invoices, Configurations, Members, Activities in ConnectWise in sync, bi-directionally and in real time. Whatever records ConnectWise keeps and whatever events it produces, the overlap with Ramp is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • 01 Two-way sync Transactions and their accounting codings with a Postgres warehouse so finance analyzes spend in SQL and pushes GL categories and memos back to Ramp.
  • 02 Mirror Bills and their approval and payment state into an AP or ERP system, marking each one ready-to-sync then synced to keep both ledgers reconciled.
  • 03 Reconcile ConnectWise invoices and agreements against the accounting system to catch billing gaps.
  • 04 Keep configuration (asset) records aligned with an external CMDB or RMM tool.

Common sync patterns

Where ConnectWise tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

Where ConnectWise handles customer conversations: billing context in view

Front-line teams see invoice and payment status from Ramp next to the customer they are helping, without logging into the finance system.

Where ConnectWise collects payments or triggers charges: events land in Ramp

Payment and charge activity flows into Ramp as it happens, so the books reflect reality without manual reconciliation.

What you can sync between ConnectWise and Ramp

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 Ramp objects How this pairing syncs
Activities Sales and service activity records synced for engagement reporting. Vendors Supplier records under the accounting namespace; uploaded and updated for AP matching and payments. Activities is specific to ConnectWise and Vendors to Ramp — each maps to any object or custom field on the other side.
Companies Client and prospect account records that anchor most other PSA data in a sync. Funds (Spend Controls) Spend controls governing card usage; read and created via the funds API to enforce budgets per user, department, or program. Companies is specific to ConnectWise and Funds (Spend Controls) to Ramp — each maps to any object or custom field on the other side.
Contacts People attached to companies, commonly synced against CRM contact records. General Ledger Accounts Chart-of-accounts entries uploaded from the ERP; accounting codings are posted back against transactions and bills. Contacts is specific to ConnectWise and General Ledger Accounts to Ramp — 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. Transactions Card purchase records with merchant, amount, and state; read for spend/GL sync and written back via accounting codings and sync status. Service Tickets is specific to ConnectWise and Transactions to Ramp — each maps to any object or custom field on the other side.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Cards Physical and virtual card records; created and managed through the API to provision or suspend cardholder spend. Opportunities is specific to ConnectWise and Cards to Ramp — each maps to any object or custom field on the other side.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Users Employee and cardholder records; invited, updated, and deactivated, commonly synced from an HRIS or identity provider. Agreements is specific to ConnectWise and Users to Ramp — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise and Ramp

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

Ramp ConnectWise Sub-second propagation

DetectionRamp notifies Stacksync of record changes through webhook events. Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user events.

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.
  • Ramp: 200 requests per 10-second rolling window per source IP; exceeding it returns 429 Too Many Requests, and requests running over 60 seconds return 504. Results use keyset pagination (follow the page.next URL / start cursor); higher limits can be requested from support.
What ships with ConnectWise ⇄ Ramp

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Ramp 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 Ramp record.

Observability

Monitoring

Track your ConnectWise ⇄ Ramp 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 Ramp.

How the ConnectWise and Ramp 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

Ramp

Integration surface
REST API (Developer API v1)
Authentication
OAuth 2.0: exchange client_id/client_secret (HTTP Basic) at api.ramp.com/developer/v1/token for scoped bearer tokens; client_credentials grant for server-to-server and authorization_code for user-delegated access; scopes follow resource:permission (e.g. transactions:read, bills:write, accounting:write).
Change detection
Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user events; otherwise poll incrementally (synced_after on transactions, from_created_at on bills) with keyset pagination, or read the audit-logs/events feed.
Capabilities
read · write · webhooks
Rate limits
200 requests per 10-second rolling window per source IP; exceeding it returns 429 Too Many Requests, and requests running over 60 seconds return 504. Results use keyset pagination (follow the page.next URL / start cursor); higher limits can be requested from support.
Ramp setup guide
How it works

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

    Choose tables

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

ConnectWise and Ramp 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
CSA STAR
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 494 integrations available for ConnectWise and Ramp.

Popular · 7 of 494
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