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CRM ⇄ Business productivity

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

Keep Attio 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 Attio and ConnectWise

Sync what happens in ConnectWise with the customer records in Attio, 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 Time Entries, Invoices, Configurations, Members in ConnectWise to Users, Deals, Workspaces, Custom objects in Attio with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Attio, and CRM data flows the other way wherever ConnectWise can store and use it.

Common use cases

  • Keep configuration (asset) records aligned with an external CMDB or RMM tool.
  • Sync time entries to payroll or BI tools for utilization analysis across technicians.
  • Sync companies, people, and deals with Postgres so ops teams enrich and update CRM records with SQL.
  • Write product usage and enrichment data into Attio attributes so GTM teams work from live account signals.

Where ConnectWise supplies contact or company data

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

Where ConnectWise processes payments

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

Where ConnectWise can store CRM context: fields kept current

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

What you can sync between Attio 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.

Attio objects ConnectWise objects
People Standard person object; synced with marketing tools and warehouse person tables. Service Tickets Support and service desk tickets, including status, board, and priority fields.
Companies Standard company object; matched to billing and product accounts in two-way syncs. Opportunities Sales pipeline records synced to CRMs for forecasting and handoff.
Users Synced with incremental and full sync per the Stacksync docs. Agreements Recurring contracts and managed-service agreements used for billing reconciliation.
Deals Pipeline records; read out for revenue reporting and written to from automation. Projects Project and phase records synced for delivery tracking outside the PSA.
Workspaces Synced with incremental and full sync per the Stacksync docs. Time Entries Logged technician time, often exported for payroll and invoicing checks.
Custom objects Workspace-defined objects that behave like standard ones in the API. Invoices Billing records reconciled against accounting systems.
What ships with Attio ⇄ ConnectWise

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Attio 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 Attio or ConnectWise record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Attio and ConnectWise connectors work

Attio

Integration surface
REST API
Authentication
Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
Change detection
Webhooks on record and list-entry events, with polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits.
Attio setup guide

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 Attio 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 Attio 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
    Attio connected
    ConnectWise connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Attio 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 Attio and ConnectWise.

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