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Business productivity ⇄ Accounting and finance

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

Keep ConnectWise and Rillet 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 Rillet

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

Rillet 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 Reimbursement, Custom Field, Account, Customer in Rillet and Configurations, Members, Activities, Companies in ConnectWise in sync, bi-directionally and in real time. Whatever records ConnectWise keeps and whatever events it produces, the overlap with Rillet 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

  • Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
  • Mirror journal entries and contract revenue data into a warehouse for board and ARR reporting.
  • 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 Rillet next to the customer they are helping, without logging into the finance system.

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

Payment and charge activity flows into Rillet 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 Rillet

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 Rillet objects
Service Tickets Support and service desk tickets, including status, board, and priority fields. Customer Synced with incremental and full sync per the Stacksync docs.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Vendor Synced with incremental and full sync per the Stacksync docs.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Invoice Synced with incremental and full sync per the Stacksync docs.
Projects Project and phase records synced for delivery tracking outside the PSA. Credit Memo Synced with incremental and full sync per the Stacksync docs.
Time Entries Logged technician time, often exported for payroll and invoicing checks. Bill Synced with incremental and full sync per the Stacksync docs.
Invoices Billing records reconciled against accounting systems. Journal Entry Synced with incremental and full sync per the Stacksync docs.
What ships with ConnectWise ⇄ Rillet

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Rillet 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 Rillet record.

Observability

Monitoring

Track your ConnectWise ⇄ Rillet 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 Rillet.

How the ConnectWise and Rillet 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

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide
How it works

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

    Choose tables

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

ConnectWise and Rillet 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 Rillet.

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