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

Keep ConnectWise and Klaviyo 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 Klaviyo

Stop re-entering the same information in ConnectWise and Klaviyo: 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 Companies, Contacts, Service Tickets, Opportunities in ConnectWise with Flows, Templates, Catalog Items, Tags in Klaviyo 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.
  • Mirror campaign and flow engagement events into a warehouse for revenue attribution alongside order data
  • Keep suppression and consent status consistent between Klaviyo and other email or SMS tools

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.

Where one tool produces events: mirror them in the other

Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.

What you can sync between ConnectWise and Klaviyo

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 Klaviyo objects
Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. Campaigns Email and SMS sends expose performance data for warehouse-based reporting.
Members Internal users and technicians referenced by tickets and time entries. Flows Automation definitions and their engagement data sync outward for attribution.
Activities Sales and service activity records synced for engagement reporting. Templates Message templates are accessible via API for content management workflows.
Companies Client and prospect account records that anchor most other PSA data in a sync. Catalog Items Product catalog records synced from an ERP or PIM power product blocks and back-in-stock triggers.
Contacts People attached to companies, commonly synced against CRM contact records. Tags Organizational labels on campaigns, flows, and lists support reporting rollups.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Profiles Person records with arbitrary custom properties are the target for CRM and warehouse-sourced attributes.
What ships with ConnectWise ⇄ Klaviyo

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Klaviyo 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 Klaviyo record.

Observability

Monitoring

Track your ConnectWise ⇄ Klaviyo 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 Klaviyo.

How the ConnectWise and Klaviyo 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

Klaviyo

Integration surface
REST API compliant with the JSON:API specification
Authentication
OAuth 2.0 for apps or private API keys
Change detection
Polling on updated timestamps; outbound webhooks exist for event topics (availability depends on plan or app-partner status) and as flow webhook actions
Capabilities
read · write · webhooks
Rate limits
Per-endpoint burst and steady rate limits apply
How it works

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

    Choose tables

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

ConnectWise and Klaviyo 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.

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 Klaviyo.

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