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Business productivity ⇄ Data warehouse

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

Keep ConnectWise and Yellowbrick 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 Yellowbrick

Get the data locked inside ConnectWise into Yellowbrick as live tables, and send results back where ConnectWise can use them, without writing a pipeline.

Whatever ConnectWise is used for, it accumulates data the rest of the company wants to analyze, and that data usually sits behind an API rather than in the warehouse. Building and babysitting an extraction pipeline is the tax most teams pay for it.

Stacksync syncs Agreements, Projects, Time Entries, Invoices from ConnectWise into tables in Yellowbrick continuously, handling schema, rate limits, and retries. Because the sync is bi-directional, results computed in Yellowbrick can also be written back into fields in ConnectWise where the tool can use them.

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.
  • Sync CRM and marketing data into Yellowbrick tables so it can be joined with large fact tables for enterprise BI.
  • Land ERP transactional extracts in Yellowbrick for finance and supply-chain analytics.

Cross-tool reporting

Combine ConnectWise's data with data from every other synced system to answer questions no single tool can.

Where ConnectWise accepts updates: operational write-back

Segments, scores, or reference values computed in Yellowbrick sync back onto records in ConnectWise, putting analysis where the work happens.

History that outlives the tool

A continuously synced copy in Yellowbrick preserves a queryable record even as data ages out of ConnectWise or gets changed inside it.

What you can sync between ConnectWise and Yellowbrick

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 Yellowbrick objects
Contacts People attached to companies, commonly synced against CRM contact records. Users and Roles Access-control objects that govern what a sync service account can read and write.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Databases Top-level containers for schemas and tables.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Schemas Namespaces used to organize synced datasets by source or domain.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Tables Columnar MPP tables; the primary targets for warehouse syncs.
Projects Project and phase records synced for delivery tracking outside the PSA. Views Logical views used to shape reads for BI and downstream syncs.
What ships with ConnectWise ⇄ Yellowbrick

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Yellowbrick 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 Yellowbrick record.

Observability

Monitoring

Track your ConnectWise ⇄ Yellowbrick 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 Yellowbrick.

How the ConnectWise and Yellowbrick 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

Yellowbrick

Integration surface
SQL wire protocol (PostgreSQL-compatible) with JDBC/ODBC drivers; bulk loading via the ybload utility
Authentication
Database credentials, with LDAP and Kerberos options in enterprise deployments
Change detection
Polling on timestamp columns; no exposed transaction-log CDC
Capabilities
read · write
Rate limits
No API rate limits; throughput depends on cluster sizing, and bulk loads should use ybload rather than row-by-row inserts.
How it works

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

    Choose tables

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

ConnectWise and Yellowbrick 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 Yellowbrick.

Popular · 8 of 386
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