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Business productivity ⇄ Accounting and finance

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

Keep ConnectWise and Pigment 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 Pigment

Connect the financial records in Pigment with the work happening in ConnectWise, so both stay current without exports or copy-paste.

Pigment holds the financial truth: who the customers are, what they were billed, what they paid. ConnectWise is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Data imports, Users and permissions, Applications, Metrics in Pigment and Contacts, Service Tickets, Opportunities, Agreements in ConnectWise in sync, bi-directionally and in real time. Whatever records ConnectWise keeps and whatever events it produces, the overlap with Pigment is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • Sync headcount and compensation data from an HRIS into workforce planning models.
  • Push CRM pipeline data (deals, stages, amounts) into Pigment for revenue and capacity planning.
  • Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
  • Reconcile ConnectWise invoices and agreements against the accounting system to catch billing gaps.

Where ConnectWise handles customer conversations: billing context in view

Front-line teams see invoice and payment status from Pigment next to the customer they are helping, without logging into the finance system.

Where ConnectWise collects payments or triggers charges: events land in Pigment

Payment and charge activity flows into Pigment as it happens, so the books reflect reality without manual reconciliation.

Where ConnectWise tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

What you can sync between ConnectWise and Pigment

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 Pigment objects
Companies Client and prospect account records that anchor most other PSA data in a sync. Scenarios Versions such as budget, forecast, and actuals that give exported figures their context
Contacts People attached to companies, commonly synced against CRM contact records. Data imports Scheduled loads that bring actuals from ERPs, CRMs, and HRIS into the model
Service Tickets Support and service desk tickets, including status, board, and priority fields. Users and permissions Access controls governing which model areas a sync can touch
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Applications Planning models organized by domain such as finance, sales, or workforce
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Metrics Multidimensional values holding plans and actuals; the main target for inbound data
Projects Project and phase records synced for delivery tracking outside the PSA. Dimension lists Master data like accounts, products, or employees that metrics are sliced by
What ships with ConnectWise ⇄ Pigment

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Pigment 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 Pigment record.

Observability

Monitoring

Track your ConnectWise ⇄ Pigment 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 Pigment.

How the ConnectWise and Pigment 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

Pigment

Integration surface
REST-based import and export API
Authentication
API keys, issued separately for import and export
Change detection
no change feed; syncs run scheduled imports and exports
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

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

    Choose tables

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

ConnectWise and Pigment 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 Pigment.

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