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CRM ⇄ Business productivity

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

Keep Close 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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Migrated from Mulesoft
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Close and ConnectWise

Sync what happens in ConnectWise with the customer records in Close, 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 Leads, Contacts, Opportunities, Activities in Close with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Close, and CRM data flows the other way wherever ConnectWise can store and use it.

Common use cases

  • Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
  • Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
  • Sync Close leads and opportunities into Postgres or a warehouse for pipeline reporting outside Close's built-in reports.

Where ConnectWise handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Close, so sales sees open issues before the next call.

Where ConnectWise supplies contact or company data

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

Where ConnectWise processes payments

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

What you can sync between Close 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.

Close objects ConnectWise objects
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Service Tickets Support and service desk tickets, including status, board, and priority fields.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Opportunities Sales pipeline records synced to CRMs for forecasting and handoff.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Agreements Recurring contracts and managed-service agreements used for billing reconciliation.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Projects Project and phase records synced for delivery tracking outside the PSA.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Time Entries Logged technician time, often exported for payroll and invoicing checks.
Users Sales reps referenced as owners on leads, opportunities, and activities. Invoices Billing records reconciled against accounting systems.
What ships with Close ⇄ ConnectWise

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close 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 Close or ConnectWise record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Close and ConnectWise connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

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

    Choose tables

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

Close 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 Close and ConnectWise.

Popular · 8 of 386
All Close integrations All ConnectWise integrations Browse all integrations
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