Skip to content
Business productivity ⇄ CRM

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

Keep ConnectWise and Vitally 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect ConnectWise and Vitally

Sync what happens in ConnectWise with the customer records in Vitally, 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 Projects, Time Entries, Invoices, Configurations in ConnectWise to Task, Note, Conversation, NPS Response in Vitally with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Vitally, 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 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
  • 04 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.

Common sync patterns

Where ConnectWise supplies contact or company data

Enriched fields land directly on records in Vitally, and refreshes keep them from going stale.

Where ConnectWise processes payments

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

Where ConnectWise can store CRM context: fields kept current

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

What you can sync between ConnectWise and Vitally

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 Vitally objects How this pairing syncs
Members Internal users and technicians referenced by tickets and time entries. Organization Parent organizations for hierarchical B2B account structures. Members is specific to ConnectWise and Organization to Vitally — each maps to any object or custom field on the other side.
Activities Sales and service activity records synced for engagement reporting. Task CS tasks and follow-ups, readable and writable for workflow sync. Activities is specific to ConnectWise and Task to Vitally — 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. Note Account and user notes captured by success teams. Companies is specific to ConnectWise and Note to Vitally — each maps to any object or custom field on the other side.
Contacts People attached to companies, commonly synced against CRM contact records. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Contacts is specific to ConnectWise and Conversation to Vitally — 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. NPS Response NPS survey responses for account-health reporting. Service Tickets is specific to ConnectWise and NPS Response to Vitally — each maps to any object or custom field on the other side.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Custom Trait Custom account and user traits for segmentation. Opportunities is specific to ConnectWise and Custom Trait to Vitally — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise and Vitally

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

Vitally ConnectWise Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

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.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with ConnectWise ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Vitally 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 Vitally record.

Observability

Monitoring

Track your ConnectWise ⇄ Vitally 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 Vitally.

How the ConnectWise and Vitally 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

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

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

    Choose tables

    Pick the ConnectWise and Vitally 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 ⇄ Vitally
    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 Vitally
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

ConnectWise and Vitally 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
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:

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 390 integrations available for ConnectWise and Vitally.

Popular · 8 of 390
All ConnectWise integrations All Vitally integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own