ConnectWise Integration: Connect ConnectWise PSA to Analytify (2026)

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:

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, Procurement, Sales and Project.
2. Add the integration in Analytify Data Sources > New Connection > Integrations ConnectWise. Provide a display name, the company ID, public key, private key, and your ConnectWise URL.
3. Choose objects to sync — All standard objects sync automatically. There is nothing to select.
4. Set sync cadence — every 6, 12, 18 or 24 hours. The default is 24 hours.
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 reads ConnectWise’s REST API page by page, with automatic rate limiting and retries. Data is refreshed on the sync schedule you choose (every 6 to 24 hours).

Data lands in the Analytify warehouse, with one table per ConnectWise object. A ready-made starter dashboard (agreements, projects, service tickets, companies) is available, and you can define your own MSP metrics such as EHR, SLA attainment and gross margin per client in a semantic model that every dashboard reuses.

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 limits its request rate and retries automatically.
• 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.

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, an embedded client-portal SDK with per-client filtering, 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. When your portal embeds a dashboard, it passes the client’s ID as a filter, so each end-client sees only their own ticket and SLA data.

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 a ConnectWise starter dashboard is pre-built.

Can I push insights back to ConnectWise?

Not today. The integration is read-only. It brings ConnectWise data into Analytify and does not write anything back to ConnectWise.