Two-way sync
Changes in ConnectWise or Klaviyo instantly reflect in both systems. No stale data, no manual imports.
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.
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.
When work started in one tool continues in the other, the shared fields travel with it automatically.
Contact and company details corrected in either tool update the other, so nobody works from the old version.
Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.
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. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–Klaviyo connection.
Changes in ConnectWise or Klaviyo instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever ConnectWise or Klaviyo data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single ConnectWise or Klaviyo record.
Track your ConnectWise ⇄ Klaviyo sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between ConnectWise and Klaviyo.
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.
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.
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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between ConnectWise and Klaviyo: authenticate both systems, choose the objects to sync (such as ConnectWise's Configurations and Members), map fields visually, and changes propagate both ways in milliseconds — no code required.
On the ConnectWise side: Companies, Contacts, Service Tickets, Opportunities, plus custom fields where ConnectWise exposes them. On the Klaviyo side: Flows, Templates, Catalog Items, Tags. Stacksync auto-detects both schemas and converts types between the two systems.
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
Common patterns for ConnectWise and Klaviyo: Handoffs between teams; Where both tools track people or companies: one consistent record; Where one tool produces events: mirror them in the other. When work started in one tool continues in the other, the shared fields travel with it automatically.
ConnectWise: REST API. Authentication: Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication. Klaviyo: REST API compliant with the JSON:API specification. Authentication: OAuth 2.0 for apps or private API keys. Stacksync manages authentication, retries, and rate limits on both sides.
ConnectWise: List endpoints support a conditions query parameter for server-side filtering on field values, which reduces sync payloads. Klaviyo: API versioning is handled with a date-based revision header, letting integrations pin behavior to a specific release. Stacksync's field mapping accounts for these differences between ConnectWise and Klaviyo without custom code.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for ConnectWise and Klaviyo.