Real-time
Two-way sync
Changes in ConnectWise or Copper CRM instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
ConnectWise to Copper CRM integration — real-time, two-way sync
Keep ConnectWise and Copper CRM 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 Copper CRM
Sync what happens in ConnectWise with the customer records in Copper CRM, 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 Service Tickets, Opportunities, Agreements, Projects in ConnectWise to People, Companies, Leads, Opportunities in Copper CRM with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Copper CRM, and CRM data flows the other way wherever ConnectWise can store and use it.
Common use cases
- Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
- Reconcile ConnectWise invoices and agreements against the accounting system to catch billing gaps.
- Two-way sync between Copper and an accounting or invoicing system so won opportunities become customers and invoices.
- Keep Copper contact data aligned with a marketing automation tool so Gmail-sourced contacts enter nurture flows.
Where ConnectWise processes payments
Charges, refunds, and subscription changes appear on the account in Copper CRM, so revenue context lives with the relationship.
Where ConnectWise can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Copper CRM sync into ConnectWise, so people working there have the context without switching tools.
Where ConnectWise handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Copper CRM, so sales sees open issues before the next call.
What you can sync between ConnectWise and Copper CRM
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 | Copper CRM objects | |
|---|---|---|
| Activities Sales and service activity records synced for engagement reporting. | Tasks To-dos with due dates and assignees, usable in workload syncs. | |
| Companies Client and prospect account records that anchor most other PSA data in a sync. | Projects Post-sale work records Copper offers alongside classic CRM objects. | |
| Contacts People attached to companies, commonly synced against CRM contact records. | Pipelines Stage definitions that give opportunity records their stage context. | |
| Service Tickets Support and service desk tickets, including status, board, and priority fields. | Custom Field Definitions Org-defined fields whose definitions are fetched to build dynamic field mappings. | |
| Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. | People Individual contact records, often created from Gmail interactions, and the main target of contact syncs. | |
| Agreements Recurring contracts and managed-service agreements used for billing reconciliation. | Companies Organization records linked to people and opportunities. |
What ships with ConnectWise ⇄ Copper CRM
Connect ConnectWise and Copper CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–Copper CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever ConnectWise or Copper CRM 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 Copper CRM record.
Observability
Monitoring
Track your ConnectWise ⇄ Copper CRM 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 Copper CRM.
How the ConnectWise and Copper CRM 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
Copper CRM
- Integration surface
- REST API
- Authentication
- API key paired with the requesting user's email address, sent as request headers
- Change detection
- Webhook subscriptions for record create/update/delete events; polling as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
How it works
How to connect ConnectWise to Copper CRM — 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.
- 01
Connect your apps
Authenticate ConnectWise and Copper CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
ConnectWise
connected
Copper CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the ConnectWise and Copper CRM 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.
objects · ConnectWise ⇄ Copper CRMCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
ConnectWise Copper CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
ConnectWise and Copper CRM integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between ConnectWise and Copper CRM: authenticate both systems, choose the objects to sync (such as ConnectWise's Activities and Companies), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Common patterns for ConnectWise and Copper CRM: Where ConnectWise processes payments; Where ConnectWise can store CRM context: fields kept current; Where ConnectWise handles support or shared inboxes. Charges, refunds, and subscription changes appear on the account in Copper CRM, so revenue context lives with the relationship.
-
ConnectWise: REST API. Authentication: Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication. Copper CRM: REST API. Authentication: API key paired with the requesting user's email address, sent as request headers. Stacksync manages authentication, retries, and rate limits on both sides.
-
ConnectWise: The ConnectWise PSA REST API is organized by functional module (Company, Service, Sales, Finance, Procurement, Project, System), each with its own resource endpoints. Copper CRM: Leads are a distinct object from People; conversion creates a person (and optionally a company and opportunity), so syncs must handle the conversion transition. Stacksync's field mapping accounts for these differences between ConnectWise and Copper CRM without custom code.
-
Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means ConnectWise and Copper CRM records are not retained after a sync operation.
-
Stacksync pricing is usage-based and starts at $1,000/month, including the managed ConnectWise and Copper CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom ConnectWise–Copper CRM integration in-house.
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.
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 386 integrations available for ConnectWise and Copper CRM.
Popular · 8 of 386
-
ConnectWise ⇄ Salesforce -
ConnectWise ⇄ HubSpot -
ConnectWise ⇄ Microsoft Dynamics 365 Sales -
ConnectWise ⇄ Attio -
Copper CRM ⇄ eClinicalWorks -
Copper CRM ⇄ Full Enrich -
Copper CRM ⇄ Google Sheets -
Copper CRM ⇄ Klaviyo
No integrations match .
