ConnectWise
Connection and object support require review
Record types to review with Stacksync
| Record types | Coverage and requirements |
|---|---|
| Confirm support for this record type and the direction you need. |
Business productivity / ERP · Two-way sync platform
ConnectWise and SAP Business ByDesign integration
Plan how ConnectWise and SAP Business ByDesign should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.
- Scope your workflow with an integration engineer
- Review the systems, records, and updates you need
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Proposed workflow
Customer sync test
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting eventA change involving ConnectWise Companies or SAP Business ByDesign Business Partners (Accounts) needs a defined result in the other system.
Start with ConnectWise Companies and SAP Business ByDesign Business Partners (Accounts). Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve person or company type, legal entity, business role, and any billing account before transactions.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
What to verifyTest an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Review records and field ownershipProposed record relationships
Records to connect
Use these examples to define record matching and field ownership for your technical review.
Download the mapping worksheetCSV · No email required
| ConnectWise record | SAP Business ByDesign record | Record matching | Field ownership |
|---|---|---|---|
| CompaniesProposed record; confirm Stacksync object support.Customer identity assessment | Business Partners (Accounts)Proposed record; confirm Stacksync object support. | Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. | Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company. |
| ContactsProposed record; confirm Stacksync object support.Customer identity assessment | Business Partners (Accounts)Proposed record; confirm Stacksync object support. | Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. | Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company. |
| InvoicesProposed record; confirm Stacksync object support.Record matching | Customer InvoicesProposed record; confirm Stacksync object support. | Retain the invoice ID, issuer/legal entity, and original order reference; invoice numbers alone may overlap. | The financial system owns posting and accounting treatment. A posted invoice may need a credit or adjustment process instead of an overwrite. |
These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.
Record coverage to review
Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.
SAP Business ByDesign
Connection and object support require review
Record types to review with Stacksync
| Record types | Coverage and requirements |
|---|---|
| Confirm support for this record type and the direction you need. |
Connection essentials
Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.
View setup requirements and limits| Connection requirement | ConnectWise | SAP Business ByDesign |
|---|---|---|
| Integration interface | REST API | SOAP web services plus OData services for analytical and custom data access |
| Authentication | Confirm the credentials, API plan, and permissions required for ConnectWise. | Confirm the credentials, API plan, and permissions required for SAP Business ByDesign. |
| Change detection | Confirm how Stacksync detects changes for this connector and the objects you need. | Confirm how Stacksync detects changes for this connector and the objects you need. |
| Read access | Confirm with Stacksync | Confirm with Stacksync |
| Write access | Confirm with Stacksync | Confirm with Stacksync |
Enterprise controls
Security and control for your integrations
Explore security controlsCompliance and data transfers
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
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:
Record-level recovery
Inspect sync errors and use retry and revert controls to resolve failed updates.
Read the recovery guideImplementation
Technical reference
Review setup, record relationships, testing, and recovery for your implementation.
Authentication, permissions and API limits
Connection requirements and limits
ConnectWise
- Integration interface
- REST API
- Authentication
- Confirm the credentials, API plan, and permissions required for ConnectWise.
- Change detection
- Confirm how Stacksync detects changes for this connector and the objects you need.
- Read access
- Confirm with Stacksync
- Write access
- Confirm with Stacksync
Setup requirements
- Identify the ConnectWise account, edition, environment, and business objects the integration must access.
- Confirm a Stacksync connector or implementation path for ConnectWise, including read/write support, authentication, and initial-load limits.
Limitations to check
- Confirm Stacksync support for ConnectWise and the record types your workflow needs.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
SAP Business ByDesign
- Integration interface
- SOAP web services plus OData services for analytical and custom data access
- Authentication
- Confirm the credentials, API plan, and permissions required for SAP Business ByDesign.
- Change detection
- Confirm how Stacksync detects changes for this connector and the objects you need.
- Read access
- Confirm with Stacksync
- Write access
- Confirm with Stacksync
Setup requirements
- Identify the SAP Business ByDesign account, edition, environment, and business objects the integration must access.
- Confirm a Stacksync connector or implementation path for SAP Business ByDesign, including read/write support, authentication, and initial-load limits.
Limitations to check
- Confirm Stacksync support for SAP Business ByDesign and the record types your workflow needs.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
Prepare ConnectWise and SAP Business ByDesign access
Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.
ConnectWise setup checklist
- Identify the ConnectWise account, edition, environment, and business objects the integration must access.
- Confirm a Stacksync connector or implementation path for ConnectWise, including read/write support, authentication, and initial-load limits.
SAP Business ByDesign setup checklist
- Identify the SAP Business ByDesign account, edition, environment, and business objects the integration must access.
- Confirm a Stacksync connector or implementation path for SAP Business ByDesign, including read/write support, authentication, and initial-load limits.
Prepare to go live
Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.
Use the ConnectWise and SAP Business ByDesign planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.
Record identity and field ownership
Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.
Download the mapping worksheet · CSV, no email required
Customer identity
Companies / Business Partners (Accounts)
Before linking ConnectWise Companies to SAP Business ByDesign Business Partners (Accounts), check whether the customer is an individual or a company. Match the correct record type in each system.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- ConnectWise
- Object support to establish
- SAP Business ByDesign
- Object support to establish
- Record identity
- Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.
- Field ownership
- Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.
Fields to include
- Source customer ID
- Person/company classification
- Legal entity or business unit
- Destination identity reference
- Record dependencies
- Resolve person or company type, legal entity, business role, and any billing account before transactions.
- Validation
- Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
- Recovery
- Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Customer identity
Contacts / Business Partners (Accounts)
Before linking ConnectWise Contacts to SAP Business ByDesign Business Partners (Accounts), check whether the customer is an individual or a company. Match the correct record type in each system.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- ConnectWise
- Object support to establish
- SAP Business ByDesign
- Object support to establish
- Record identity
- Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.
- Field ownership
- Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.
Fields to include
- Source customer ID
- Person/company classification
- Legal entity or business unit
- Destination identity reference
- Record dependencies
- Resolve person or company type, legal entity, business role, and any billing account before transactions.
- Validation
- Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
- Recovery
- Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Record matching
Invoices / Customer Invoices
Compare whether ConnectWise Invoices and SAP Business ByDesign Customer Invoices describe the same customer invoice in your business.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- ConnectWise
- Object support to establish
- SAP Business ByDesign
- Object support to establish
- Record identity
- Retain the invoice ID, issuer/legal entity, and original order reference; invoice numbers alone may overlap.
- Field ownership
- The financial system owns posting and accounting treatment. A posted invoice may need a credit or adjustment process instead of an overwrite.
Fields to include
- Source invoice ID
- Customer or supplier reference
- Line totals
- Currency
- Posting/payment status
- Record dependencies
- Resolve the customer or supplier, account codes, tax, currency, and accounting period before posting.
- Validation
- Test a posted invoice, a partial payment, tax rounding, and a closed accounting period. Compare financial totals within the same entity and currency.
- Recovery
- Determine whether a transaction posted before retrying. Follow the approved adjustment process for posted records.
Business process
Invoices / Sales Orders
Order-to-invoice handoff: SAP Business ByDesign Sales Orders provides context for ConnectWise Invoices. These are related records, not equivalent entities.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- ConnectWise
- Object support to establish
- SAP Business ByDesign
- Object support to establish
- Record identity
- Link order and line IDs to invoice and line IDs; allow partial invoicing and multiple invoices per order.
- Field ownership
- Finance owns invoice posting; the order system supplies the approved commercial context.
Fields to include
- Source record reference
- Destination record reference
- Approved handoff state
- Duplicate-detection key
- Record dependencies
- Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
- Validation
- Test a partially invoiced order, tax rounding, and a repeated handoff without generating another invoice.
- Recovery
- Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.
Business process
Opportunities / Sales Orders
Approved sales handoff: ConnectWise Opportunities provides context for SAP Business ByDesign Sales Orders. These are related records, not equivalent entities.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- ConnectWise
- Object support to establish
- SAP Business ByDesign
- Object support to establish
- Record identity
- Link the originating deal ID to a newly assigned order ID; do not reuse the deal ID as an order number.
- Field ownership
- Define the approval event and the customer/product data required to create an order. A sales stage alone must not authorize every order.
Fields to include
- Source record reference
- Destination record reference
- Approved handoff state
- Duplicate-detection key
- Record dependencies
- Map the customer and sales pipeline before the opportunity; map stage values deliberately.
- Validation
- Repeat the approved handoff and verify that it locates the existing order; test a reopened deal without silently cancelling fulfillment.
- Recovery
- Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.
Record matching
Contacts / Contacts
Compare whether ConnectWise Contacts and SAP Business ByDesign Contacts describe the same contact in your business.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- ConnectWise
- Object support to establish
- SAP Business ByDesign
- Object support to establish
- Record identity
- Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.
- Field ownership
- Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.
Fields to include
- Source person ID
- Display name
- Email address
- Organization reference
- Consent state
- Record dependencies
- Resolve the organization relationship and any owner or consent references required by the destination.
- Validation
- Test an email change, two records sharing an email, and a person associated with multiple organizations.
- Recovery
- Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.
Compare integration approaches
Choose a method around one example record and the update your business needs. Use Companies / Business Partners (Accounts) to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.
Stacksync managed sync
- Best fit
- Review compatibility with a Stacksync engineer using an example of the records and updates you need.
- Operating responsibility
- Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
- Before you choose
- Check record matching: Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. Verify field coverage, deletion handling, and how changes are detected.
Native vendor integration
- Best fit
- A vendor-built integration may fit if it supports your ConnectWise and SAP Business ByDesign record types.
- Operating responsibility
- Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
- Before you choose
- First check whether either vendor offers this integration. If available, verify Companies / Business Partners (Accounts), update direction, account tier, and related-record handling.
Custom API or workflow
- Best fit
- Consider explicit orchestration for the Invoices / Sales Orders handoff.
- Operating responsibility
- Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
- Before you choose
- Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.
File or scheduled snapshot
- Best fit
- Consider for a one-time ConnectWise / SAP Business ByDesign migration or a reporting need with an explicit freshness window.
- Operating responsibility
- Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
- Before you choose
- Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.
Workflow scenarios and expected results
Customer sync test
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Companies or Business Partners (Accounts) record needs a defined result in the other system.
- Start with ConnectWise Companies and SAP Business ByDesign Business Partners (Accounts). Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve person or company type, legal entity, business role, and any billing account before transactions.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Customer sync test
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Contacts or Business Partners (Accounts) record needs a defined result in the other system.
- Start with ConnectWise Contacts and SAP Business ByDesign Business Partners (Accounts). Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve person or company type, legal entity, business role, and any billing account before transactions.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Customer invoice sync test
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Invoices or Customer Invoices record needs a defined result in the other system.
- Start with ConnectWise Invoices and SAP Business ByDesign Customer Invoices. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve the customer or supplier, account codes, tax, currency, and accounting period before posting.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test a posted invoice, a partial payment, tax rounding, and a closed accounting period. Compare financial totals within the same entity and currency.
If it fails: Determine whether a transaction posted before retrying. Follow the approved adjustment process for posted records.
Reconcile SAP Business ByDesign business records with ConnectWise
This is an evaluation scenario; connector and operation support require confirmation.
Starting event: A finance-owned record in SAP Business ByDesign needs operational visibility through Companies or Contacts.
- Select Business Partners (Accounts) or Contacts with the correct legal entity, period, and currency.
- Define a reporting relationship in ConnectWise; do not equate customer records, ledger accounts, and posted transactions.
- Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.
Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.
If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.
Initial load and acceptance testing
Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.
Companies / Business Partners (Accounts)
Test case
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Expected result
The expected customer relationship is preserved with no duplicate action or unintended write.
Contacts / Business Partners (Accounts)
Test case
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Expected result
The expected customer relationship is preserved with no duplicate action or unintended write.
Invoices / Customer Invoices
Test case
Test a posted invoice, a partial payment, tax rounding, and a closed accounting period. Compare financial totals within the same entity and currency.
Expected result
The expected customer invoice relationship is preserved with no duplicate action or unintended write.
Invoices / Sales Orders
Test case
Test a partially invoiced order, tax rounding, and a repeated handoff without generating another invoice.
Expected result
The expected sales order relationship is preserved with no duplicate action or unintended write.
Direction and permissions
Test case
Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.
Expected result
Only an approved, supported direction and permitted fields are written.
Freshness and reconciliation
Test case
Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.
Expected result
The process meets its agreed freshness target and reconciliation has no unexplained differences.
Failed updates, retries and recovery
Start with the failed record and the destination error, then inspect the source value, field requirements, and access.
Rejected or repeated customer change
Investigate
Inspect ConnectWise Companies and SAP Business ByDesign Business Partners (Accounts), their IDs, and the destination error.
Next action
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Rejected or repeated customer change
Investigate
Inspect ConnectWise Contacts and SAP Business ByDesign Business Partners (Accounts), their IDs, and the destination error.
Next action
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Rejected or repeated customer invoice change
Investigate
Inspect ConnectWise Invoices and SAP Business ByDesign Customer Invoices, their IDs, and the destination error.
Next action
Determine whether a transaction posted before retrying. Follow the approved adjustment process for posted records.
A record type or update is unavailable
Investigate
Check the ConnectWise and SAP Business ByDesign connector guides, account permissions, and any operations marked On Request.
Next action
Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.
Source and destination disagree after a retry
Investigate
Compare current source values, destination validation, identity mappings, and any side effects already completed.
Next action
Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.
Read the Stacksync issues dashboard guide for retry and revert behavior.
Change detection and update delivery
How updates move between ConnectWise and SAP Business ByDesign
See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.
ConnectWise SAP Business ByDesign Direction requires confirmation
Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.
Apply updatesConfirm that Stacksync can create or update the records you need in SAP Business ByDesign.
SAP Business ByDesign ConnectWise Direction requires confirmation
Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.
Apply updatesConfirm that Stacksync can create or update the records you need in ConnectWise.
Update timing and record limits
- Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ
ConnectWise and SAP Business ByDesign integration FAQ
-
Explore a ConnectWise and SAP Business ByDesign integration with a Stacksync engineer. Stacksync support for ConnectWise and SAP Business ByDesign is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.
-
Confirm two-way support with Stacksync for the records and fields you need in both systems. Access to a vendor API does not confirm that its Stacksync connector supports write-back.
-
Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Identify the ConnectWise account, edition, environment, and business objects the integration must access. Identify the SAP Business ByDesign account, edition, environment, and business objects the integration must access. Use the pair worksheet to record ownership and acceptance criteria.
-
Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
-
No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.
-
Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.
-
Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.
-
Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.
-
Start by reviewing Companies in ConnectWise and Business Partners (Accounts) in SAP Business ByDesign. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.
-
Choose a method around one example record and the update your business needs. Use Companies / Business Partners (Accounts) to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.
Integration directory
Related integrations
Review documented support, sync direction, and setup requirements on each pair page. Search all 509 integrations listed for ConnectWise and SAP Business ByDesign.
Next step
Plan your integration with an engineer
Walk through your ConnectWise and SAP Business ByDesign records, field mappings, and requirements with an integration engineer.
