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Business productivity ⇄ Human resources

ConnectWise to Success Factors integration — real-time, two-way sync

Keep ConnectWise and Success Factors in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect ConnectWise and Success Factors

Keep the people, teams, and status that ConnectWise and Success Factors share aligned in real time, so a hire, role change, or departure recorded in one reaches the other within seconds.

Each tool in ConnectWise keeps its own list of who can use it: users, members, or agents, along with the team they sit on and whether they are still active. Success Factors is the authoritative record of the same people as employees, with their department, manager, and employment status. When those two are connected only by manual account admin or a periodic export, the work tools drift: new hires wait days for access, team and manager changes never catch up, and people who have left keep standing accounts.

Stacksync syncs Service Tickets, Opportunities, Agreements, Projects in ConnectWise with PerPerson, EmpEmployment, EmpJob, EmpCompensation in Success Factors bi-directionally and in real time. A person added, moved, or offboarded in Success Factors creates or updates the matching user in ConnectWise within seconds, with field-level mapping and conflict resolution in place of spreadsheets and one-off account changes. Where ConnectWise captures details of its own, such as a corrected contact or a login identity, those can flow back to Success Factors in whichever direction you configure.

Because the sync is field-level, each system keeps its own extras; only the shared facts, who a person is, which team they belong to, and whether their access should be on, are held in agreement.

Common use cases

  • 01 Keep configuration (asset) records aligned with an external CMDB or RMM tool.
  • 02 Sync time entries to payroll or BI tools for utilization analysis across technicians.
  • 03 Write updated PerEmail, PerPhone, and User attributes back into SuccessFactors from an identity or directory system so contact data stays current.
  • 04 Two-way sync of User and EmpJob (position, department, manager, cost center) into Postgres so provisioning, internal apps, and analytics read current org data in SQL while HR edits in SuccessFactors.

Common sync patterns

Where ConnectWise routes or assigns work by person: assignments follow the org

When someone changes teams or managers in Success Factors, the queues, ownership, or approvals in ConnectWise update to match, so work reaches whoever holds the role now.

Onboarding: access ready on day one

A new hire recorded in Success Factors creates the matching user in ConnectWise with the right team and manager already set, so people can start working without waiting on a provisioning ticket.

Offboarding: no standing access after a departure

When someone is marked as leaving in Success Factors, the matching account in ConnectWise is deactivated or flagged, so departures do not leave open access behind.

What you can sync between ConnectWise and Success Factors

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 Success Factors objects How this pairing syncs
Activities Sales and service activity records synced for engagement reporting. EmpJob Effective-dated job info: position, department, manager, FTE, pay grade, cost center; the most-synced record for downstream HR and provisioning. Activities is specific to ConnectWise and EmpJob to Success Factors — 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. EmpCompensation Effective-dated pay and compensation; usually read into a warehouse for reporting, writable for comp updates as new dated slices. Companies is specific to ConnectWise and EmpCompensation to Success Factors — each maps to any object or custom field on the other side.
Contacts People attached to companies, commonly synced against CRM contact records. Foundation Objects (FODepartment, FOLocation, FOCostCenter) Org-structure master data (department, location, cost center, division); mastered elsewhere and written in, or read out to build org charts. Contacts is specific to ConnectWise and Foundation Objects (FODepartment, FOLocation, FOCostCenter) to Success Factors — 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. Position Position Management records for headcount and requisition planning; synced with an ATS or ERP to keep positions and reqs aligned. Service Tickets is specific to ConnectWise and Position to Success Factors — each maps to any object or custom field on the other side.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. PerEmail and PerPhone Contact sub-entities under PerPerson; synced two-way with a directory or comms system to keep worker contact data current. Opportunities is specific to ConnectWise and PerEmail and PerPhone to Success Factors — each maps to any object or custom field on the other side.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. User Core identity/User entity behind role-based permissions; a model distinct from Employee Central, synced two-way with a directory or IdP and downstream apps. Agreements is specific to ConnectWise and User to Success Factors — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise and Success Factors

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

Success Factors ConnectWise Sub-second propagation

DetectionSuccess Factors notifies Stacksync of record changes through webhook events. Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling).

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.
  • Success Factors: OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
What ships with ConnectWise ⇄ Success Factors

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Success Factors 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 Success Factors record.

Observability

Monitoring

Track your ConnectWise ⇄ Success Factors 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 Success Factors.

How the ConnectWise and Success Factors 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

Success Factors

Integration surface
OData V2 and V4 REST APIs (plus legacy SFAPI / Compound Employee SOAP API)
Authentication
OAuth 2.0 SAML Bearer Assertion — register an OAuth client for an API key (used as client_id), then exchange a signed SAML assertion for a short-lived access token; legacy HTTP Basic auth is being retired
Change detection
Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling); Intelligent Services can also push a fixed set of standard business events (e.g. Employee Hire) to a REST endpoint
Capabilities
read · write · webhooks
Rate limits
OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
How it works

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

    Choose tables

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

ConnectWise and Success Factors 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
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 499 integrations available for ConnectWise and Success Factors.

Popular · 7 of 499
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