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Business productivity ⇄ ERP

ConnectWise to Dynamics 365 Business Central integration — real-time, two-way sync

Keep ConnectWise and Dynamics 365 Business Central 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
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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect ConnectWise and Dynamics 365 Business Central

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between ConnectWise and Dynamics 365 Business Central.

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Companies, Contacts, Service Tickets, Opportunities in ConnectWise with Sales Orders, Sales Invoices, Purchase Orders, General Ledger Entries in Dynamics 365 Business Central 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

  • Sync ConnectWise companies and contacts with a CRM so sales and service teams work from the same account list.
  • Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • Replicate GL entries and dimensions into a SQL database for financial reporting without giving analysts ERP logins.
  • Sync vendor and purchase order data with procurement or AP automation tools.

Where Dynamics 365 Business Central is the HR or people system of record

Worker and organization data from Dynamics 365 Business Central stays current in ConnectWise, so the tools people use daily reflect the org as it actually is.

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 Dynamics 365 Business Central carries account records

Order, invoice, or account status from Dynamics 365 Business Central appears alongside the customer in ConnectWise, so front-line teams answer from live data.

What you can sync between ConnectWise and Dynamics 365 Business Central

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 Dynamics 365 Business Central objects
Members Internal users and technicians referenced by tickets and time entries. Vendors Supplier master data synced with procurement and AP automation tools.
Activities Sales and service activity records synced for engagement reporting. Items Product and inventory records aligned with e-commerce and warehouse systems.
Companies Client and prospect account records that anchor most other PSA data in a sync. Sales Orders Order headers and lines created from external channels and read back for fulfillment status.
Contacts People attached to companies, commonly synced against CRM contact records. Sales Invoices Billing documents synced to CRMs and payment platforms.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Purchase Orders Procurement documents exchanged with supplier-facing systems.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. General Ledger Entries Posted financial transactions read for reporting; posted entries are immutable.
What ships with ConnectWise ⇄ Dynamics 365 Business Central

Connect ConnectWise and Dynamics 365 Business Central for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–Dynamics 365 Business Central connection.

Real-time

Two-way sync

Changes in ConnectWise or Dynamics 365 Business Central instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Dynamics 365 Business Central 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 Dynamics 365 Business Central record.

Observability

Monitoring

Track your ConnectWise ⇄ Dynamics 365 Business Central 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 Dynamics 365 Business Central.

How the ConnectWise and Dynamics 365 Business Central 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

Dynamics 365 Business Central

Integration surface
REST API built on OData v4 (standard API v2.0), extensible with custom API pages in AL
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
API webhooks (change notifications on subscribed entities) plus polling on lastModifiedDateTime
Capabilities
read · write · webhooks
How it works

How to connect ConnectWise to Dynamics 365 Business Central — 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 Dynamics 365 Business Central 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
    Dynamics 365 Business Central connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the ConnectWise and Dynamics 365 Business Central 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 ⇄ Dynamics 365 Business Central
    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 Dynamics 365 Business Central
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

ConnectWise and Dynamics 365 Business Central 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 Dynamics 365 Business Central.

Popular · 8 of 386
All ConnectWise integrations All Dynamics 365 Business Central integrations Browse all integrations
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