Real-time
Two-way sync
Changes in ConnectWise or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
Business productivity
ConnectWise to Microsoft 365 integration — real-time, two-way sync
Keep ConnectWise and Microsoft 365 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 Microsoft 365
Stop re-entering the same information in ConnectWise and Microsoft 365: 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 Mail Messages, Calendar Events, Contacts, OneDrive Files (driveItems) in Microsoft 365 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
- Keep configuration (asset) records aligned with an external CMDB or RMM tool.
- Sync time entries to payroll or BI tools for utilization analysis across technicians.
- Archive mail and file metadata into a warehouse for compliance and activity analytics.
- Keep CRM contacts and Microsoft 365 contacts aligned in both directions.
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.
Where Microsoft 365 is where the team documents or plans: keep its data fed
Information that originates in ConnectWise stays current in Microsoft 365 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.
What you can sync between ConnectWise and Microsoft 365
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 | Microsoft 365 objects | |
|---|---|---|
| Activities Sales and service activity records synced for engagement reporting. | Users Entra ID user accounts synced with HR and identity systems. | |
| Companies Client and prospect account records that anchor most other PSA data in a sync. | Groups Microsoft 365 and security groups kept aligned with org structure and access rules. | |
| Contacts People attached to companies, commonly synced against CRM contact records. | Mail Messages Exchange Online messages read for logging, archiving, or activity capture. | |
| Service Tickets Support and service desk tickets, including status, board, and priority fields. | Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. | |
| Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. | Contacts Personal and org contacts kept consistent with CRM contact records. | |
| Agreements Recurring contracts and managed-service agreements used for billing reconciliation. | OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. |
What ships with ConnectWise ⇄ Microsoft 365
Connect ConnectWise and Microsoft 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–Microsoft 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever ConnectWise or Microsoft 365 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 Microsoft 365 record.
Observability
Monitoring
Track your ConnectWise ⇄ Microsoft 365 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 Microsoft 365.
How the ConnectWise and Microsoft 365 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
Microsoft 365
- Integration surface
- REST API (Microsoft Graph)
- Authentication
- OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
- Change detection
- Graph change notifications (webhooks) plus delta queries for incremental sync
- Capabilities
- read · write · webhooks
How it works
How to connect ConnectWise to Microsoft 365 — 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.
- 01
Connect your apps
Authenticate ConnectWise and Microsoft 365 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
ConnectWise
connected
Microsoft 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the ConnectWise and Microsoft 365 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.
objects · ConnectWise ⇄ Microsoft 365Customers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
ConnectWise Microsoft 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
ConnectWise and Microsoft 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between ConnectWise and Microsoft 365: authenticate both systems, choose the objects to sync (such as ConnectWise's Activities and Companies), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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.
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Common patterns for ConnectWise and Microsoft 365: Where one tool produces events: mirror them in the other; Where Microsoft 365 is where the team documents or plans: keep its data fed; Handoffs between teams. Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.
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ConnectWise: REST API. Authentication: Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication. Microsoft 365: REST API (Microsoft Graph). Authentication: OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions. Stacksync manages authentication, retries, and rate limits on both sides.
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ConnectWise: List endpoints support a conditions query parameter for server-side filtering on field values, which reduces sync payloads. Microsoft 365: Access is scoped per permission via Entra ID admin consent, so an integration only sees the workloads it was granted. Stacksync's field mapping accounts for these differences between ConnectWise and Microsoft 365 without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means ConnectWise and Microsoft 365 records are not retained after a sync operation.
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 Microsoft 365.
Popular · 8 of 386
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ConnectWise ⇄ Resend - ConnectWise ⇄ ServiceNow
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ConnectWise ⇄ Slack -
ConnectWise ⇄ Zendesk -
Microsoft 365 ⇄ Twilio -
Microsoft 365 ⇄ GitHub -
Microsoft 365 ⇄ Atlassian -
Microsoft 365 ⇄ Braze
No integrations match .
