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Accounting and finance ⇄ Business productivity

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

Keep Anaplan and ConnectWise 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 Anaplan and ConnectWise

Connect the financial records in Anaplan with the work happening in ConnectWise, so both stay current without exports or copy-paste.

Anaplan holds the financial truth: who the customers are, what they were billed, what they paid. ConnectWise is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Models, Modules, Line Items, Lists in Anaplan and Configurations, Members, Activities, Companies in ConnectWise in sync, bi-directionally and in real time. Whatever records ConnectWise keeps and whatever events it produces, the overlap with Anaplan is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • Push approved plan and target numbers from Anaplan back to the CRM or compensation systems.
  • Keep dimension lists (products, cost centers, territories) aligned with master data systems of record.
  • Reconcile ConnectWise invoices and agreements against the accounting system to catch billing gaps.
  • Keep configuration (asset) records aligned with an external CMDB or RMM tool.

Where ConnectWise handles customer conversations: billing context in view

Front-line teams see invoice and payment status from Anaplan next to the customer they are helping, without logging into the finance system.

Where ConnectWise collects payments or triggers charges: events land in Anaplan

Payment and charge activity flows into Anaplan as it happens, so the books reflect reality without manual reconciliation.

Where ConnectWise tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

What you can sync between Anaplan and ConnectWise

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.

Anaplan objects ConnectWise objects
Import and Export Actions Predefined data-movement definitions the Bulk API executes. Projects Project and phase records synced for delivery tracking outside the PSA.
Processes Ordered bundles of actions run as a unit during scheduled syncs. Time Entries Logged technician time, often exported for payroll and invoicing checks.
Cell Data Individual intersections readable and writable through the transactional API. Invoices Billing records reconciled against accounting systems.
Models The planning workspaces that contain all data; syncs target a specific model. Configurations Managed devices and assets tied to companies, useful for asset inventory syncs.
Modules Multidimensional grids of line items where plan data lives; the main read/write surface. Members Internal users and technicians referenced by tickets and time entries.
Line Items The measures within a module, mapped to columns or metrics in syncs. Activities Sales and service activity records synced for engagement reporting.
What ships with Anaplan ⇄ ConnectWise

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Anaplan or ConnectWise 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 Anaplan or ConnectWise record.

Observability

Monitoring

Track your Anaplan ⇄ ConnectWise sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Anaplan and ConnectWise.

How the Anaplan and ConnectWise connectors work

Anaplan

Integration surface
REST APIs: a Bulk API that runs predefined import/export actions and a transactional API for model metadata and cell data
Authentication
Token-based sessions obtained via basic authentication, CA certificates, or OAuth 2.0 through Anaplan's authentication service
Change detection
Polling and scheduled export actions; the platform does not expose change events
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; large data movements are designed to run through bulk actions

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
How it works

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

    Choose tables

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

Anaplan and ConnectWise integration FAQ

SECURITY

Security teams love 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 386 integrations available for Anaplan and ConnectWise.

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