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ConnectWise to Microsoft Teams integration — real-time, two-way sync

Keep ConnectWise and Microsoft Teams 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 Microsoft Teams

Stop re-entering the same information in ConnectWise and Microsoft Teams: 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 Contacts, Service Tickets, Opportunities, Agreements in ConnectWise with Channel Messages, Chats & Chat Messages, Team Members & Users, Online Meetings in Microsoft Teams 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.
  • Route support case updates from the CRM into a triage channel for faster response.
  • Archive channel messages into a warehouse for compliance and communication analytics.

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 Teams is where the team documents or plans: keep its data fed

Information that originates in ConnectWise stays current in Microsoft Teams 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 Teams

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 Teams objects
Projects Project and phase records synced for delivery tracking outside the PSA. Teams Team containers provisioned or read to mirror org and project structure.
Time Entries Logged technician time, often exported for payroll and invoicing checks. Channels Channel targets used for routing synced notifications and updates.
Invoices Billing records reconciled against accounting systems. Channel Messages Posted messages read for archiving or written to broadcast record changes.
Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. Chats & Chat Messages 1:1 and group chat content read under protected-API access for compliance use.
Members Internal users and technicians referenced by tickets and time entries. Team Members & Users Membership synced with identity, HR, or CRM ownership data.
Activities Sales and service activity records synced for engagement reporting. Online Meetings Meeting records synced with scheduling and CRM activity timelines.
What ships with ConnectWise ⇄ Microsoft Teams

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Microsoft Teams 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 Teams record.

Observability

Monitoring

Track your ConnectWise ⇄ Microsoft Teams 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 Teams.

How the ConnectWise and Microsoft Teams 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 Teams

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID; reading message content at scale requires Microsoft-approved protected-API access
Change detection
Graph change notifications (webhooks) for messages and membership; delta queries on some resources
Capabilities
read · write · webhooks
How it works

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

    Choose tables

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

ConnectWise and Microsoft Teams 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 Microsoft Teams.

Popular · 8 of 386
All ConnectWise integrations All Microsoft Teams integrations Browse all integrations
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