ConnectWise Integration: Connect ConnectWise PSA to Analytify (2026)

A ConnectWise integration with Analytify pulls every ticket, time entry, agreement, contact, and configuration from ConnectWise PSA into a governed analytics warehouse — so MSP owners, service managers, and account managers can run profitability, SLA, and tech-utilization analytics that ConnectWise canned reports + BrightGauge alone cannot deliver.

Bring ConnectWise data into your MSP analytics warehouse with Analytify.

Book a Demo →

Why Connect ConnectWise to Analytify

ConnectWise PSA (Manage) is the system of record for ticket time, agreements, and billing for thousands of MSPs. ConnectWise BI and the canned reports show you operational metrics, but joining ConnectWise data with NinjaOne RMM, PAX8 distribution, and QuickBooks billing requires a warehouse — and that’s where actual profitability per client lives.

Bringing ConnectWise data into Analytify gives MSPs:

  • True gross margin per client (ConnectWise time + PAX8 license cost + QuickBooks revenue).
  • SLA attainment dashboards by client, agreement, and priority — refreshed daily.
  • Tech utilization and after-hours load to spot burnout risk before it becomes attrition.
  • QBR automation: client-facing dashboards built once, refreshed automatically each quarter.
  • Embedded client portal: end-clients see their own ticket history, SLA, and recommendations.

What Data the Integration Syncs

The integration syncs ConnectWise objects via the ConnectWise REST API:

Object Key fields Use case
Tickets / Service Tickets summary, status, priority, type, source, board, agreement Ticket volume, SLA, profitability
Time Entries tech_id, hours, billable, work_role, work_type Tech utilization, EHR
Companies / Contacts name, type, status, custom fields Client 360
Agreements type, billing_cycle, start/end_date, billable hours Contract analytics
Configurations type, status, vendor, install_date Asset / endpoint inventory
Opportunities / Sales stage, amount, probability, close_date Pipeline + sales analytics
Invoices / Billing amount, paid_status, due_date AR / cash collection

How to Set Up the ConnectWise Integration

  1. Generate a ConnectWise API member in System > Members > API Members with a public/private key pair. Grant read scope on Service, Time Entries, Company, Finance, and Procurement.
  2. Add the integration in Analytify Settings > Integrations > ConnectWise. Provide the company ID, public key, private key, and your ConnectWise URL.
  3. Choose objects to sync — defaults to all standard objects.
  4. Set sync cadence — 15 minutes for high-volume MSPs, hourly otherwise.
  5. Map agreement types in the semantic layer (Managed Services, Block Hours, T&M, Project) for cleaner profitability analysis.
  6. Verify ticket counts match the ConnectWise dashboard for the past 30 days.

Sample Dashboards You Can Build

  • Client Profitability — gross margin per client per month: revenue (Agreements + T&M + Project) minus tech-time cost minus PAX8 license cost minus tooling cost.
  • SLA Attainment — first-response and resolution SLA by client, agreement, priority, board.
  • Tech Utilization & Productivity — billable hours, after-hours load, escalation rate, average handle time per technician.
  • QBR-Ready Client Dashboard — ticket volume, SLA, top issue categories, recommendations — exportable per client per quarter.
  • Pipeline + Won / Lost — Opportunities by stage, source, sales rep; conversion velocity; lost-reason analysis.
  • Embedded Client Portal — per-client dashboards inside your portal showing tickets, SLA, security posture, recommendations.

How the Integration Works (Architecture)

The Analytify ConnectWise connector uses ConnectWise’s REST API with cursor pagination on Service Tickets and Time Entries (the highest-volume tables). Webhooks deliver near-real-time updates on critical events (ticket creation, status changes, time-entry submission).

Data lands in your warehouse with full schema replication. dbt staging models normalise board names, agreement types, and custom fields. The semantic layer exposes governed MSP metrics (EHR, SLA attainment, gross margin per client) consistent across every dashboard.

Troubleshooting Common Issues

  • Time entries don’t reconcile to billing. Most MSPs have a “non-billable but should-have-been-billable” leak. The semantic layer surfaces this gap explicitly so you can fix the upstream tagging discipline.
  • Custom fields missing. ConnectWise custom fields require the API member to have read scope on the parent module. Check member permissions.
  • API rate limits. ConnectWise enforces per-company API quotas. The connector backs off automatically and uses bulk endpoints where available.
  • On-prem ConnectWise. Self-hosted ConnectWise instances are supported — provide the on-prem URL and ensure the API endpoint is reachable from Analytify (or use Analytify self-hosted inside your network).

Pricing and API Limits

ConnectWise REST API access is included in your ConnectWise PSA license. There is no additional charge from ConnectWise for the integration. Warehouse compute and Analytify per-user pricing are the only costs.

Ready to ship governed MSP analytics joining ConnectWise with your full stack?

Book a Demo →

FAQs

Does this work with ConnectWise PSA SaaS and on-prem?

Yes — both. The connector authenticates via API member credentials regardless of hosting model. On-prem instances need their REST API endpoint reachable from Analytify (or use Analytify self-hosted).

How does it compare to ConnectWise BI / BrightGauge?

BrightGauge is excellent for visualisation on top of ConnectWise. Analytify adds: a governed semantic layer (so metrics agree across reports), AI assistant grounded on MSP metrics, embedded client-portal SDK with row-level security, and joins across ConnectWise + RMM + PAX8 + accounting in one warehouse.

Can I see the demo on my actual ConnectWise data?

Yes — we offer a 14-day proof-of-concept where we connect Analytify to your ConnectWise + RMM + billing and build 3-5 priority dashboards. Most MSP evaluations include a PoC.

What about ConnectWise Automate (RMM)?

Automate (formerly LabTech) syncs via the same warehouse-routed pattern as other RMM data. The connector is in our roadmap as a native integration; today’s pattern is Automate → warehouse via custom export → Analytify.

Multi-tenant for end-clients?

Yes. Each ConnectWise client_id maps to a row-level security policy in Analytify. Embedded portals show each end-client only their own ticket / SLA data, branded as your MSP.

How long does ConnectWise rollout take?

2-4 weeks for the first profitability + SLA dashboards; 6-10 weeks for full QBR templates + embedded client portal. Faster than building because the MSP metric library is pre-built.

Can I push insights back to ConnectWise?

Yes via reverse ETL. Update company tags, ticket flags, or custom fields based on warehouse-computed signals (e.g., flag at-risk clients automatically).

Related guides: