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Business productivity

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

Keep ConnectWise and Sysaid 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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Why teams connect ConnectWise and Sysaid

Stop re-entering the same information in ConnectWise and Sysaid: 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 Agreements, Projects, Time Entries, Invoices in ConnectWise with Changes, Users, Assets, Configuration Items (CIs) in Sysaid 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 Sync ConnectWise companies and contacts with a CRM so sales and service teams work from the same account list.
  • 02 Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • 03 Mirror Assets and Configuration Items with an external CMDB or asset database so inventory and ticket linkage share one source of truth.
  • 04 Stream Service Records into a warehouse for SLA, backlog, and MTTR reporting without manual CSV exports.

Common sync patterns

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.

Where Sysaid is where the team documents or plans: keep its data fed

Information that originates in ConnectWise stays current in Sysaid instead of going stale after a one-time paste.

What you can sync between ConnectWise and Sysaid

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 Sysaid objects How this pairing syncs
Companies Client and prospect account records that anchor most other PSA data in a sync. Companies Customer and department organizations that scope tickets and users; mapped to Accounts in a CRM or org tables in a database. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Invoices Billing records reconciled against accounting systems. Configuration Items (CIs) CMDB entries and their relationships; synced with an external CMDB or asset database for one inventory view. Invoices is specific to ConnectWise and Configuration Items (CIs) to Sysaid — 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. Custom Fields Org-specific fields on service records, discoverable through the API so mappings can be generated without hardcoding names. Configurations is specific to ConnectWise and Custom Fields to Sysaid — each maps to any object or custom field on the other side.
Members Internal users and technicians referenced by tickets and time entries. Incidents Break/fix tickets under /api/v1/sr with type=incident; created and updated two-way with status, priority, assignee, category, and SLA fields. Members is specific to ConnectWise and Incidents to Sysaid — each maps to any object or custom field on the other side.
Activities Sales and service activity records synced for engagement reporting. Service Requests Catalog and help-desk requests on the same /sr endpoint (type=request); written or read so fulfillment can be driven from another system. Activities is specific to ConnectWise and Service Requests to Sysaid — each maps to any object or custom field on the other side.
Contacts People attached to companies, commonly synced against CRM contact records. Problems Root-cause records that group related incidents; read and written to keep problem management aligned with an external ITSM or reporting store. Contacts is specific to ConnectWise and Problems to Sysaid — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise and Sysaid

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

Sysaid ConnectWise Sub-second propagation

DetectionSysaid notifies Stacksync of record changes through webhook events. Webhooks (beta) push sr.created and sr.updated events with changed-field diffs and an X-Sysaid-Signature.

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.
  • Sysaid: Requests are throttled per the X-RateLimit-Limit / -Remaining / -Reset headers; list calls are paginated with a limit parameter and each org is capped at 100 application keys.
What ships with ConnectWise ⇄ Sysaid

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Sysaid 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 Sysaid record.

Observability

Monitoring

Track your ConnectWise ⇄ Sysaid 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 Sysaid.

How the ConnectWise and Sysaid 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

Sysaid

Integration surface
REST API (JSON)
Authentication
Client-credentials app keys: an application key (clientId/clientSecret) is created via /v1/application-keys, then exchanged at /v1/access-tokens for a bearer token (default 24h, up to 30 days); an x-sysaid-accountid header scopes the account. Legacy V0 uses session-cookie login.
Change detection
Webhooks (beta) push sr.created and sr.updated events with changed-field diffs and an X-Sysaid-Signature; otherwise poll the /sr endpoint filtering on update_time.gte.
Capabilities
read · write · webhooks
Rate limits
Requests are throttled per the X-RateLimit-Limit / -Remaining / -Reset headers; list calls are paginated with a limit parameter and each org is capped at 100 application keys.
How it works

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

    Choose tables

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

ConnectWise and Sysaid 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 504 integrations available for ConnectWise and Sysaid.

Popular · 7 of 504
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