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ConnectWise to NextGen Healthcare integration — real-time, two-way sync

Keep ConnectWise and NextGen Healthcare 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 NextGen Healthcare

Stop re-entering the same information in ConnectWise and NextGen Healthcare: 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 Members, Activities, Companies, Contacts in ConnectWise with Patients, Appointments, Encounters, Providers in NextGen Healthcare 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

  • Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
  • Push appointment schedules to reminder and communication tools and write confirmations back.
  • Land encounters and charges in a warehouse for revenue-cycle and utilization analytics.

Where NextGen Healthcare is where the team documents or plans: keep its data fed

Information that originates in ConnectWise stays current in NextGen Healthcare 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.

Where both tools track people or companies: one consistent record

Contact and company details corrected in either tool update the other, so nobody works from the old version.

What you can sync between ConnectWise and NextGen Healthcare

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 NextGen Healthcare objects
Service Tickets Support and service desk tickets, including status, board, and priority fields. Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Lab Results Result data read for patient-facing portals and analytics.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Insurance / Coverage Payer and eligibility data reconciled with billing and clearinghouse systems.
Projects Project and phase records synced for delivery tracking outside the PSA. Charges & Billing Practice-management financial data synced for revenue-cycle analytics.
Time Entries Logged technician time, often exported for payroll and invoicing checks. Patients Demographic records synced to CRMs and engagement tools for outreach and intake.
Invoices Billing records reconciled against accounting systems. Appointments Schedule data read and written for reminders, self-scheduling, and capacity reporting.
What ships with ConnectWise ⇄ NextGen Healthcare

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or NextGen Healthcare 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 NextGen Healthcare record.

Observability

Monitoring

Track your ConnectWise ⇄ NextGen Healthcare 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 NextGen Healthcare.

How the ConnectWise and NextGen Healthcare 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

NextGen Healthcare

Integration surface
REST API, including FHIR-based endpoints published through NextGen's developer API program
Authentication
OAuth 2.0
Change detection
Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and healthcare data-access agreements.
How it works

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

    Choose tables

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

ConnectWise and NextGen Healthcare 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 NextGen Healthcare.

Popular · 8 of 386
All ConnectWise integrations All NextGen Healthcare integrations Browse all integrations
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