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Business productivity ⇄ CRM

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

Keep ConnectWise and Seismic 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 Seismic

Sync what happens in ConnectWise with the customer records in Seismic, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever ConnectWise holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Members, Activities, Companies, Contacts in ConnectWise to Teamsites, LiveSend Links, Digital Sales Rooms, Reporting Activities in Seismic with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Seismic, and CRM data flows the other way wherever ConnectWise can store and use it.

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 Provision and deactivate Seismic Users and User Groups from an HRIS or IdP so content access mirrors joiner, mover, and leaver changes.
  • 04 Extract content-interaction and LiveSend engagement from the Reporting API v2 into a warehouse to tie asset views to CRM Opportunities.

Common sync patterns

Where ConnectWise processes payments

Charges, refunds, and subscription changes appear on the account in Seismic, so revenue context lives with the relationship.

Where ConnectWise can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Seismic sync into ConnectWise, so people working there have the context without switching tools.

Where ConnectWise handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Seismic, so sales sees open issues before the next call.

What you can sync between ConnectWise and Seismic

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 Seismic objects How this pairing syncs
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. User Groups Group definitions and membership that govern content access; synced from an IdP or HRIS to keep permissions current. Opportunities is specific to ConnectWise and User Groups to Seismic — each maps to any object or custom field on the other side.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Teamsites Tenant-scoped workspace partitions organizing Library content, permissions, and config; scoped by teamSiteId on most content calls. Agreements is specific to ConnectWise and Teamsites to Seismic — each maps to any object or custom field on the other side.
Projects Project and phase records synced for delivery tracking outside the PSA. LiveSend Links Trackable content-share links created via the engagement API; their open and view engagement is read back through Reporting. Projects is specific to ConnectWise and LiveSend Links to Seismic — each maps to any object or custom field on the other side.
Time Entries Logged technician time, often exported for payroll and invoicing checks. Digital Sales Rooms Buyer-facing microsites (DSRs); lifecycle and content-change events surface via webhooks, currently marked Early Access. Time Entries is specific to ConnectWise and Digital Sales Rooms to Seismic — each maps to any object or custom field on the other side.
Invoices Billing records reconciled against accounting systems. Reporting Activities Content-interaction, engagement, and usage analytics extracted read-only through the ETL-oriented Reporting API v2 for a warehouse. Invoices is specific to ConnectWise and Reporting Activities to Seismic — each maps to any object or custom field on the other side.
Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. Library Content Documents, decks, and assets stored in teamsites; created, moved, and retrieved via the Content Management API, each with a contentId. Configurations is specific to ConnectWise and Library Content to Seismic — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise and Seismic

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

Seismic ConnectWise Sub-second propagation

DetectionSeismic notifies Stacksync of record changes through webhook events. Webhooks for content, version, user, group, workflow, DSR, and LiveSend 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.
  • Seismic: Tiered per-endpoint limits over a rolling 60-second window; exceeding returns HTTP 429, with X-Seismic-Remaining-Calls and X-Seismic-Total-Calls headers.
What ships with ConnectWise ⇄ Seismic

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Seismic 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 Seismic record.

Observability

Monitoring

Track your ConnectWise ⇄ Seismic 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 Seismic.

How the ConnectWise and Seismic 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

Seismic

Integration surface
REST Integration APIs and Reporting API v2
Authentication
OAuth 2.0 / OpenID Connect; Bearer token in the Authorization header, via Authorization Code (user context) or client-credentials app-only flows
Change detection
Webhooks for content, version, user, group, workflow, DSR, and LiveSend events; the Reporting API v2 is polled for batch historical extracts (ETL-oriented, not high-frequency)
Capabilities
read · write · webhooks
Rate limits
Tiered per-endpoint limits over a rolling 60-second window; exceeding returns HTTP 429, with X-Seismic-Remaining-Calls and X-Seismic-Total-Calls headers
Seismic setup guide
How it works

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

    Choose tables

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

ConnectWise and Seismic 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
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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 522 integrations available for ConnectWise and Seismic.

Popular · 8 of 522
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