Skip to content
Business productivity ⇄ Data warehouse

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

Keep ConnectWise and Materialize 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 Materialize

Get the data locked inside ConnectWise into Materialize as live tables, and send results back where ConnectWise can use them, without writing a pipeline.

Whatever ConnectWise is used for, it accumulates data the rest of the company wants to analyze, and that data usually sits behind an API rather than in the warehouse. Building and babysitting an extraction pipeline is the tax most teams pay for it.

Stacksync syncs Service Tickets, Opportunities, Agreements, Projects from ConnectWise into tables in Materialize continuously, handling schema, rate limits, and retries. Because the sync is bi-directional, results computed in Materialize can also be written back into fields in ConnectWise where the tool can use them.

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.
  • Read computed view results back into a CRM or application database as derived fields.
  • Drive alerting and operational tooling from SUBSCRIBE change streams instead of scheduled queries.

Analytics on ConnectWise's data

Records and events from ConnectWise land in Materialize as queryable tables, current within seconds and ready to join with the rest of the warehouse.

Cross-tool reporting

Combine ConnectWise's data with data from every other synced system to answer questions no single tool can.

Where ConnectWise accepts updates: operational write-back

Segments, scores, or reference values computed in Materialize sync back onto records in ConnectWise, putting analysis where the work happens.

What you can sync between ConnectWise and Materialize

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 Materialize objects
Members Internal users and technicians referenced by tickets and time entries. Materialized Views Incrementally maintained query results that syncs read as continuously up-to-date datasets.
Activities Sales and service activity records synced for engagement reporting. Sinks Outbound connections that emit view changes to Kafka topics.
Companies Client and prospect account records that anchor most other PSA data in a sync. Indexes In-memory arrangements that make view reads fast for serving workloads.
Contacts People attached to companies, commonly synced against CRM contact records. Clusters Compute pools that isolate ingestion, view maintenance, and serving.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Connections & Secrets Stored credentials and endpoints used by sources and sinks.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Schemas & Databases Namespaces that organize objects a sync targets.
What ships with ConnectWise ⇄ Materialize

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Materialize 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 Materialize record.

Observability

Monitoring

Track your ConnectWise ⇄ Materialize 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 Materialize.

How the ConnectWise and Materialize 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

Materialize

Integration surface
PostgreSQL wire protocol (SQL)
Authentication
Database credentials (username/password; app passwords in the managed cloud service)
Change detection
SUBSCRIBE queries stream row-level changes of any view or table to the client
Capabilities
read · write · CDC
How it works

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

    Choose tables

    Pick the ConnectWise and Materialize 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 ⇄ Materialize
    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 Materialize
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

ConnectWise and Materialize 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 Materialize.

Popular · 8 of 386
All ConnectWise integrations All Materialize integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own