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Business productivity ⇄ ERP

ConnectWise to JobBOSS² integration — real-time, two-way sync

Keep ConnectWise and JobBOSS² 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 JobBOSS²

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between ConnectWise and JobBOSS².

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. ConnectWise is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Time Entries, Invoices, Configurations, Members in ConnectWise with Routings & Operations, Materials & Inventory, Purchase Orders, Vendors in JobBOSS² bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

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.
  • Mirror job costing and invoice data into accounting or BI systems for margin reporting per job
  • Keep customer and vendor records consistent between JobBOSS² and the rest of the stack

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where ConnectWise faces customers and JobBOSS² carries account records

Order, invoice, or account status from JobBOSS² appears alongside the customer in ConnectWise, so front-line teams answer from live data.

Where ConnectWise collects payments: transactions post through

Payment events sync into JobBOSS² as they occur, keeping the enterprise records current without manual entry.

What you can sync between ConnectWise and JobBOSS²

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 JobBOSS² objects
Invoices Billing records reconciled against accounting systems. Jobs / Work Orders Job records carry production status back to sales and customer-facing tools.
Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. Routings & Operations Operation steps support scheduling and costing data in external reporting.
Members Internal users and technicians referenced by tickets and time entries. Materials & Inventory Material and stock data feed purchasing and availability checks.
Activities Sales and service activity records synced for engagement reporting. Purchase Orders PO data syncs outward for spend and receiving visibility.
Companies Client and prospect account records that anchor most other PSA data in a sync. Vendors Vendor records keep procurement and accounting tools consistent.
Contacts People attached to companies, commonly synced against CRM contact records. Time Entries Shop-floor time data consolidates into costing and payroll reporting.
What ships with ConnectWise ⇄ JobBOSS²

Connect ConnectWise and JobBOSS² for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–JobBOSS² connection.

Real-time

Two-way sync

Changes in ConnectWise or JobBOSS² instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or JobBOSS² 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 JobBOSS² record.

Observability

Monitoring

Track your ConnectWise ⇄ JobBOSS² 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 JobBOSS².

How the ConnectWise and JobBOSS² 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

JobBOSS²

Integration surface
REST API (vendor-provided; coverage varies by edition and deployment)
Authentication
API key or vendor-issued credentials
Change detection
Polling
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits
How it works

How to connect ConnectWise to JobBOSS² — 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 JobBOSS² 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
    JobBOSS² connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the ConnectWise and JobBOSS² 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 ⇄ JobBOSS²
    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 JobBOSS²
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

ConnectWise and JobBOSS² 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 JobBOSS².

Popular · 8 of 386
All ConnectWise integrations All JobBOSS² integrations Browse all integrations
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