Can you integrate ConnectWise with Supabase?

Explore a ConnectWise and Supabase integration with a Stacksync engineer. Stacksync support for ConnectWise and Supabase 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.

Can ConnectWise and Supabase sync in both directions?

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.

What should be ready before the ConnectWise and Supabase initial load?

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 Supabase account, edition, environment, and business objects the integration must access. Use the pair worksheet to record ownership and acceptance criteria.

How fast does the ConnectWise to Supabase sync run?

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.

Will existing duplicates merge automatically?

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.

How do I map ConnectWise fields to Supabase?

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.

What should I do if a record fails to sync?

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.

What does a ConnectWise and Supabase integration cost?

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.

Which records should the ConnectWise and Supabase pilot start with?

Start by reviewing Companies in ConnectWise and Proposed company table in Supabase (choose its name) in Supabase. 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.

Business productivity / Database · Two-way sync platform

ConnectWise and Supabase integration

Plan how ConnectWise and Supabase 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

Integration planning

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ConnectWise

Supabase

Review the integration scope

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Proposed workflow

Company reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving ConnectWise Companies or the proposed company table in Supabase needs a defined result in the other system.

Start with ConnectWise Companies and the proposed company table in Supabase. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve parent organizations, business units, and currency references before dependent 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 verifyUse two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between ConnectWise and Supabase
ConnectWise record	Supabase record	Record matching	Field ownership
CompaniesProposed record; confirm Stacksync object support.Reporting dataset	Proposed company tableProposed table; choose its name and schema.	Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient.	Assign ownership separately for relationship details and finance-controlled billing details.
ContactsProposed record; confirm Stacksync object support.Reporting dataset	Proposed contact tableProposed table; choose its name and schema.	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.	Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.
OpportunitiesProposed record; confirm Stacksync object support.Reporting dataset	Proposed deal or opportunity tableProposed table; choose its name and schema.	Keep the opportunity/deal ID separate from any later order or invoice ID.	The sales process owns qualification and stage changes; downstream financial records have their own state and approval rules.

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.

ConnectWise

Connection and object support require review

Record types to review with Stacksync

Record types	Coverage and requirements
Companies Contacts Service Tickets Opportunities Agreements Projects	Confirm support for this record type and the direction you need.

Discuss ConnectWise requirements

Supabase

Connection and object support require review

Record types to review with Stacksync

Record types	Coverage and requirements
Tables Views Schemas auth.users Row Level Security Policies JSONB Columns	Confirm support for this record type and the direction you need.

Discuss Supabase requirements

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	Supabase
Integration interface	REST API	Direct PostgreSQL wire protocol connection, plus an auto-generated REST API (PostgREST)
Authentication	Confirm the credentials, API plan, and permissions required for ConnectWise.	Confirm the credentials, API plan, and permissions required for Supabase.
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 controls

Compliance 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 guide

Implementation

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.

Supabase

Integration interface: Direct PostgreSQL wire protocol connection, plus an auto-generated REST API (PostgREST)
Authentication: Confirm the credentials, API plan, and permissions required for Supabase.
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 Supabase account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Supabase, including read/write support, authentication, and initial-load limits.

Limitations to check

Confirm Stacksync support for Supabase and the record types your workflow needs.
Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare ConnectWise and Supabase 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.

Supabase setup checklist

Identify the Supabase account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Supabase, 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 Supabase planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

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

Reporting dataset

Companies / Proposed company table in Supabase (choose its name)

Plan a company dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

ConnectWise: Object support to establish
Supabase: Your database schema
Record identity: Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient.
Field ownership: Assign ownership separately for relationship details and finance-controlled billing details.

Fields to include

Source record ID
Legal or display name
Business-unit reference
Lifecycle status

Record dependencies: Resolve parent organizations, business units, and currency references before dependent transactions.
Validation: Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.
Recovery: Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

Reporting dataset

Contacts / Proposed contact table in Supabase (choose its name)

Plan a contact dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

ConnectWise: Object support to establish
Supabase: Your database schema
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.

Reporting dataset

Opportunities / Proposed deal or opportunity table in Supabase (choose its name)

Plan a deal or opportunity dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

ConnectWise: Object support to establish
Supabase: Your database schema
Record identity: Keep the opportunity/deal ID separate from any later order or invoice ID.
Field ownership: The sales process owns qualification and stage changes; downstream financial records have their own state and approval rules.

Fields to include

Source deal ID
Stage
Amount and currency
Expected close date
Company reference

Record dependencies: Map the customer and sales pipeline before the opportunity; map stage values deliberately.
Validation: Test a reopened won deal, a stage with no destination equivalent, and an amount using a different currency.
Recovery: Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.

Reporting dataset

Invoices / Proposed customer invoice table in Supabase (choose its name)

Plan a customer invoice dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

ConnectWise: Object support to establish
Supabase: Your database schema
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.

Reporting dataset

Service Tickets / Proposed support case or ticket table in Supabase (choose its name)

Plan a support case or ticket dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

ConnectWise: Object support to establish
Supabase: Your database schema
Record identity: Retain the ticket ID and distinguish parent tickets, follow-ups, and merged cases.
Field ownership: Agree which queue controls status and assignee; keep private comments distinct from public replies.

Fields to include

Source ticket ID
Requester reference
Status
Priority
Assigned team

Record dependencies: Resolve requester, organization, team, and status references before ticket updates.
Validation: Test a merged ticket, a private note, a reopened case, and an attachment with restricted access.
Recovery: Check whether a reply or notification was already sent before replaying ticket actions.

Reporting dataset

Projects / Proposed project or workspace table in Supabase (choose its name)

Plan a project or workspace dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

ConnectWise: Object support to establish
Supabase: Your database schema
Record identity: Keep the project ID and organization/workspace context; a project title is not a stable key.
Field ownership: Separate operational project state from access membership and financial project codes.

Fields to include

Source project ID
Workspace reference
Name
Owner
Lifecycle status

Record dependencies: Resolve workspace, owner, and any customer or budget references.
Validation: Test duplicate project names in different workspaces and an archived project with open tasks.
Recovery: Correct workspace and parent references before retrying dependent tasks.

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Companies / Proposed company table in Supabase (choose its name) 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: Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is 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 Supabase 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 / Proposed company table in Supabase (choose its name), update direction, account tier, and related-record handling.

Custom API or workflow

Best fit: Consider when ConnectWise and Supabase need a transformation, approval, or action outside a direct record sync.
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.

File or scheduled snapshot

Best fit: Consider for a one-time ConnectWise / Supabase 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

Company reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Companies or Proposed company table in Supabase (choose its name) record needs a defined result in the other system.

Start with ConnectWise Companies and Supabase Proposed company table in Supabase (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve parent organizations, business units, and currency references before dependent 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: Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.

If it fails: Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

Contact reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Contacts or Proposed contact table in Supabase (choose its name) record needs a defined result in the other system.

Start with ConnectWise Contacts and Supabase Proposed contact table in Supabase (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve the organization relationship and any owner or consent references required by the destination.
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 email change, two records sharing an email, and a person associated with multiple organizations.

If it fails: Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Deal or opportunity reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Opportunities or Proposed deal or opportunity table in Supabase (choose its name) record needs a defined result in the other system.

Start with ConnectWise Opportunities and Supabase Proposed deal or opportunity table in Supabase (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
Map the customer and sales pipeline before the opportunity; map stage values deliberately.
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 reopened won deal, a stage with no destination equivalent, and an amount using a different currency.

If it fails: Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.

Define an explicit handoff between ConnectWise and Supabase

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A business event involving Companies or Contacts needs a defined response involving a selected destination dataset.

Document what the source event means and which destination record or action should respond. A similar name does not establish a shared entity.
Retain separate IDs and choose whether the destination is a report, a new work item, or a change to an existing record.
Assign an approval owner and a duplicate-detection rule before running an action. Use a custom workflow only after its endpoint support is confirmed.

Expected result: An example input has an unambiguous destination and expected result; repeated delivery produces only the intended change.

If it fails: Resolve missing identity or ambiguous business meaning before retrying; route unsupported operations to the implementation owner.

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 / Proposed company table in Supabase (choose its name)

Test case

Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.

Expected result

The expected company relationship is preserved with no duplicate action or unintended write.

Contacts / Proposed contact table in Supabase (choose its name)

Test case

Test an email change, two records sharing an email, and a person associated with multiple organizations.

Expected result

The expected contact relationship is preserved with no duplicate action or unintended write.

Opportunities / Proposed deal or opportunity table in Supabase (choose its name)

Test case

Test a reopened won deal, a stage with no destination equivalent, and an amount using a different currency.

Expected result

The expected deal or opportunity relationship is preserved with no duplicate action or unintended write.

Invoices / Proposed customer invoice table in Supabase (choose its name)

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.

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 company change

Investigate

Inspect ConnectWise Companies and Supabase Proposed company table in Supabase (choose its name), their IDs, and the destination error.

Next action

Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

Rejected or repeated contact change

Investigate

Inspect ConnectWise Contacts and Supabase Proposed contact table in Supabase (choose its name), their IDs, and the destination error.

Next action

Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Rejected or repeated deal or opportunity change

Investigate

Inspect ConnectWise Opportunities and Supabase Proposed deal or opportunity table in Supabase (choose its name), their IDs, and the destination error.

Next action

Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.

A record type or update is unavailable

Investigate

Check the ConnectWise and Supabase 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 Supabase

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

ConnectWise Supabase 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 Supabase.

Supabase 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