ConnectWise Manage Configuration

Configure ConnectWise Manage integration — sync, categories, company mapping, opportunity status mapping, callbacks, inventories, and ticket settings.

Written By Victor Raessen

Last updated 4 days ago

ConnectWise Manage Configuration

For initial ConnectWise connection setup, see the ConnectWise Manage Setup Guide.

After initial setup, manage your ConnectWise integration at Admin > Integrations > ConnectWise. Seven configuration sub-pages are available.

Synchronize

Trigger a full sync or a fields-only sync. A full sync pulls companies, contacts, products, manufacturers, and field values from ConnectWise. A fields-only sync updates dropdown values (pipeline stages, opportunity types, payment terms) without touching entity data.

ConnectWise field synchronization maps these CW fields to Salesbuildr:

ConnectWise field

Salesbuildr field

Sale stagesOpportunity pipeline stages
Opportunity typesOpportunity categories
Marketing campaignsOpportunity sources
Payment termsQuote payment terms
Payment typesQuote payment types
Service SLAsService SLAs
Service impactsService impacts
Service prioritiesService priorities
Procurement subcategoriesProcurement subcategories
Line of businessLines of business
Service boardsService boards (with statuses, types, subtypes)

Categories

Map ConnectWise product categories to Salesbuildr categories. Configure default fields and product terms for imported products.

ConnectWise category mapping table with import button
ConnectWise category mapping table with import button Feb 20, 2026

Companies

Configure bidirectional company type mapping — ConnectWise company types to Salesbuildr types and vice versa. Set a priority order for company types and filter which ConnectWise company statuses are enabled for sync. Map user-defined fields (UDFs) to Salesbuildr data points, and configure the manufacturer company type.

ConnectWise to Salesbuildr company type mapping
ConnectWise to Salesbuildr company type mapping Feb 20, 2026
ConnectWise-synced company and contacts with sync status icons
ConnectWise-synced company and contacts with sync status icons Feb 20, 2026

Opportunity status mapping

Bidirectional mapping between Salesbuildr opportunity statuses and ConnectWise statuses. Configure both directions: which ConnectWise status to set when a Salesbuildr status changes, and which Salesbuildr status to apply when a ConnectWise status changes.

ConnectWise-synced opportunity detail with sync badges
ConnectWise-synced opportunity detail with sync badges Feb 20, 2026
ConnectWise-synced quote showing CW badge and linked data
ConnectWise-synced quote showing CW badge and linked data Feb 20, 2026
Contract duration field for opportunity configuration
Contract duration field for opportunity configuration Feb 20, 2026

Callbacks

Manage ConnectWise callback URLs. Callbacks notify Salesbuildr when data changes in ConnectWise, enabling near real-time sync for companies, contacts, and opportunities.

Inventories

Configure inventory synchronization between ConnectWise warehouse stock levels and Salesbuildr product inventory.

ConnectWise-synced product detail with sync icon
ConnectWise-synced product detail with sync icon Feb 20, 2026

Ticket settings

Configure service ticket creation for post-sale workflows. Settings include: board, board status, board type, board subtype, SLA, impact, priority, and estimated hours.

See also