Real-time
Two-way sync
Changes in ConnectWise or Workday instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ Accounting and finance
ConnectWise to Workday integration — real-time, two-way sync
Keep ConnectWise and Workday 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
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect ConnectWise and Workday
Connect the financial records in Workday with the work happening in ConnectWise, so both stay current without exports or copy-paste.
Workday 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 Customers and Invoices, Journal Entries, Custom Reports (RaaS), Workers in Workday and Companies, Contacts, Service Tickets, Opportunities in ConnectWise in sync, bi-directionally and in real time. Whatever records ConnectWise keeps and whatever events it produces, the overlap with Workday 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
- Import journal entries from external billing or expense systems into Workday Financials.
- Keep supervisory-organization hierarchies aligned with planning and workforce tools that model the same structure.
- 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.
Where ConnectWise handles customer conversations: billing context in view
Front-line teams see invoice and payment status from Workday next to the customer they are helping, without logging into the finance system.
Where ConnectWise collects payments or triggers charges: events land in Workday
Payment and charge activity flows into Workday 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 Workday
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 | Workday objects | |
|---|---|---|
| Projects Project and phase records synced for delivery tracking outside the PSA. | Organizations Supervisory and company hierarchies read to drive routing and reporting in other systems. | |
| Time Entries Logged technician time, often exported for payroll and invoicing checks. | Positions Job seats synced with recruiting and planning tools. | |
| Invoices Billing records reconciled against accounting systems. | Compensation Pay components read into payroll, planning, and equity systems under strict access control. | |
| Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. | Time Off and Absence Balances and requests synced with scheduling and workforce tools. | |
| Members Internal users and technicians referenced by tickets and time entries. | Payroll Results Completed pay data exported to finance and benefits systems. | |
| Activities Sales and service activity records synced for engagement reporting. | Suppliers Workday Financials vendor records aligned with procurement tools. |
What ships with ConnectWise ⇄ Workday
Connect ConnectWise and Workday for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–Workday connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever ConnectWise or Workday 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 Workday record.
Observability
Monitoring
Track your ConnectWise ⇄ Workday 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 Workday.
How the ConnectWise and Workday 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
Workday
- Integration surface
- SOAP Workday Web Services (WWS), a REST API, and Reports-as-a-Service (RaaS) endpoints for custom reports
- Authentication
- OAuth 2.0 for the REST API; integration system users with WS-Security or certificate-based auth for SOAP
- Change detection
- Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment; no general webhook surface
- Capabilities
- read · write
How it works
How to connect ConnectWise to Workday — 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.
- 01
Connect your apps
Authenticate ConnectWise and Workday with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
ConnectWise
connected
Workday
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the ConnectWise and Workday 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.
objects · ConnectWise ⇄ WorkdayCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
ConnectWise WorkdayCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
ConnectWise and Workday integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between ConnectWise and Workday: authenticate both systems, choose the objects to sync (such as ConnectWise's Projects and Time Entries), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Workday: Workday data is effective-dated: records carry validity dates, and reads can be scoped to an as-of moment, which shapes how syncs interpret changes. ConnectWise: List endpoints support a conditions query parameter for server-side filtering on field values, which reduces sync payloads. Stacksync's field mapping accounts for these differences between ConnectWise and Workday without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means ConnectWise and Workday records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed ConnectWise and Workday connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom ConnectWise–Workday integration in-house.
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Yes — Stacksync ships production-grade connectors for both ConnectWise and Workday. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on ConnectWise: Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields. On Workday: Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment; no general webhook surface. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for ConnectWise and Workday.
Popular · 8 of 386
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ConnectWise ⇄ Hyperline -
ConnectWise ⇄ Pigment -
ConnectWise ⇄ QuickBooks -
ConnectWise ⇄ Stripe -
Workday ⇄ Klaviyo -
Workday ⇄ Lemlist -
Workday ⇄ Lusha -
Workday ⇄ Microsoft 365
No integrations match .
