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ConnectWise to Customer.io integration — real-time, two-way sync

Keep ConnectWise and Customer.io 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 ConnectWise and Customer.io

Stop re-entering the same information in ConnectWise and Customer.io: Stacksync keeps the records they share consistent in real time, in both directions.

Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.

Stacksync syncs Opportunities, Agreements, Projects, Time Entries in ConnectWise with Broadcasts, Deliveries / Messages, Newsletters, People in Customer.io in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.

Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.

Common use cases

  • Sync time entries to payroll or BI tools for utilization analysis across technicians.
  • Sync ConnectWise companies and contacts with a CRM so sales and service teams work from the same account list.
  • Land delivery and engagement events (sent, opened, clicked, bounced) from reporting webhooks into a warehouse for attribution analysis.
  • Keep unsubscribe and subscription-preference state consistent between Customer.io and the CRM to avoid compliance gaps.

Where Customer.io is where the team documents or plans: keep its data fed

Information that originates in ConnectWise stays current in Customer.io instead of going stale after a one-time paste.

Handoffs between teams

When work started in one tool continues in the other, the shared fields travel with it automatically.

Where both tools track people or companies: one consistent record

Contact and company details corrected in either tool update the other, so nobody works from the old version.

What you can sync between ConnectWise and Customer.io

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 Customer.io objects
Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. Newsletters Recurring email sends with performance metrics available for reporting syncs.
Members Internal users and technicians referenced by tickets and time entries. People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs.
Activities Sales and service activity records synced for engagement reporting. Objects Non-person entities such as accounts or companies, related to people for account-level messaging.
Companies Client and prospect account records that anchor most other PSA data in a sync. Events Behavioral events sent via the Track API that trigger campaigns.
Contacts People attached to companies, commonly synced against CRM contact records. Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Campaigns Automated workflows whose membership and metrics can be read via the App API.
What ships with ConnectWise ⇄ Customer.io

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Customer.io 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 Customer.io record.

Observability

Monitoring

Track your ConnectWise ⇄ Customer.io 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 Customer.io.

How the ConnectWise and Customer.io 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

Customer.io

Integration surface
REST APIs split by purpose: Track API for data ingestion, App API for campaigns, people lookups, and messages
Authentication
Basic auth with site ID and API key for the Track API; bearer token for the App API
Change detection
Reporting webhooks push message and delivery events; person attribute changes are not streamed and require source-side detection
Capabilities
read · write · webhooks
Rate limits
Subject to per-API rate limits documented by Customer.io
How it works

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

    Choose tables

    Pick the ConnectWise and Customer.io 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 ⇄ Customer.io
    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 Customer.io
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

ConnectWise and Customer.io 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 ConnectWise and Customer.io.

Popular · 8 of 386
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