Real-time
Two-way sync
Changes in ConnectWise or Smartsheet instantly reflect in both systems. No stale data, no manual imports.
Business productivity
ConnectWise to Smartsheet integration — real-time, two-way sync
Keep ConnectWise and Smartsheet 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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Migrated from Fivetran
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Why teams connect ConnectWise and Smartsheet
Stop re-entering the same information in ConnectWise and Smartsheet: Stacksync keeps the records they share consistent in real time, in both directions.
Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.
Stacksync syncs Time Entries, Invoices, Configurations, Members in ConnectWise with Discussions and Comments, Users and Groups, Sheets, Rows in Smartsheet in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.
Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.
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 Two-way sync a project-tracker Sheet's Rows with a Postgres table so engineering works in SQL while project managers stay in Smartsheet.
- 04 Write records from a CRM or ERP into Smartsheet Rows so ops teams manage intake and status in a grid, then push status Cells back to the source.
Common sync patterns
Handoffs between teams
When work started in one tool continues in the other, the shared fields travel with it automatically.
Where both tools track people or companies: one consistent record
Contact and company details corrected in either tool update the other, so nobody works from the old version.
Where one tool produces events: mirror them in the other
Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.
What you can sync between ConnectWise and Smartsheet
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 | Smartsheet objects | How this pairing syncs | |
|---|---|---|---|
| Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. | Users and Groups Account membership and sharing; synced to keep an HR or identity source aligned with sheet and workspace access. | Opportunities is specific to ConnectWise and Users and Groups to Smartsheet — each maps to any object or custom field on the other side. | |
| Agreements Recurring contracts and managed-service agreements used for billing reconciliation. | Sheets The core container; each sheet has typed columns, rows, and a modifiedAt stamp. Stacksync treats a sheet as a table and syncs its rows two-way. | Agreements is specific to ConnectWise and Sheets to Smartsheet — each maps to any object or custom field on the other side. | |
| Projects Project and phase records synced for delivery tracking outside the PSA. | Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. | Projects is specific to ConnectWise and Rows to Smartsheet — each maps to any object or custom field on the other side. | |
| Time Entries Logged technician time, often exported for payroll and invoicing checks. | Columns Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. | Time Entries is specific to ConnectWise and Columns to Smartsheet — each maps to any object or custom field on the other side. | |
| Invoices Billing records reconciled against accounting systems. | Cells Row-by-column values; writes must match the column type and no single cell can exceed 4,000 characters. | Invoices is specific to ConnectWise and Cells to Smartsheet — 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. | Reports Read-only roll-ups spanning multiple sheets; pulled into a warehouse for cross-sheet reporting, capped at 50,000 rows. | Configurations is specific to ConnectWise and Reports to Smartsheet — each maps to any object or custom field on the other side. |
How changes propagate between ConnectWise and Smartsheet
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 Smartsheet 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 Smartsheet through its API, with automatic retries and rate-limit backoff.
Smartsheet ConnectWise Sub-second propagation
DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.
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.
- Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
What ships with ConnectWise ⇄ Smartsheet
Connect ConnectWise and Smartsheet for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–Smartsheet connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever ConnectWise or Smartsheet 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 Smartsheet record.
Observability
Monitoring
Track your ConnectWise ⇄ Smartsheet 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 Smartsheet.
How the ConnectWise and Smartsheet 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
Smartsheet
- Integration surface
- REST API (v2.0)
- Authentication
- OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
- Change detection
- Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
How it works
How to connect ConnectWise to Smartsheet — 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.
- 01
Connect your apps
Authenticate ConnectWise and Smartsheet with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
ConnectWise
connected
Smartsheet
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the ConnectWise and Smartsheet 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.
objects · ConnectWise ⇄ SmartsheetCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
ConnectWise SmartsheetCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
ConnectWise and Smartsheet integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between ConnectWise and Smartsheet: authenticate both systems, choose the objects to sync (such as ConnectWise's Opportunities and Agreements), map fields visually, and changes propagate both ways in milliseconds — no code required.
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ConnectWise: Custom fields defined in the PSA are exposed through the API alongside standard fields. Smartsheet: Row add and update calls are limited to 500 rows per request, so large syncs are chunked. Stacksync's field mapping accounts for these differences between ConnectWise and Smartsheet without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means ConnectWise and Smartsheet records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed ConnectWise and Smartsheet connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom ConnectWise–Smartsheet integration in-house.
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Yes — Stacksync ships production-grade connectors for both ConnectWise and Smartsheet. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on ConnectWise: Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields. On Smartsheet: Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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 504 integrations available for ConnectWise and Smartsheet.
Popular · 7 of 504
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ConnectWise ⇄ Agiloft -
ConnectWise ⇄ Gainsight -
ConnectWise ⇄ Ironclad -
Smartsheet ⇄ Lusha -
Smartsheet ⇄ Microsoft 365 -
Smartsheet ⇄ Microsoft Dynamics 365 -
Smartsheet ⇄ Microsoft Teams
No integrations match .
