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ConnectWise PSA Integration Guide

ConnectWise PSA integrates with enterprise systems primarily through its versioned REST API and selective webhook-style notifications.

ConnectWise PSA integration options at a glance

ConnectWise PSA’s primary integration mechanism is its versioned REST API, which exposes Companies, Contacts, Service Tickets, Projects, Agreements, Time Entries, and other operational resources. Selected resources and events can produce webhook-style notifications, while batch and attachment operations are available for some endpoints. REST calls require tenant-specific configuration, a company identifier, API keys, a registered client ID, and HTTPS. Martini can consume these APIs, receive supported callbacks through a REST API, retrieve authoritative resources, and orchestrate scheduled reconciliation. Workflows can paginate results, apply incremental filters, transform data, enforce business rules, and retry transient failures without relying on direct production database access.

Integration pointSupported by ConnectWise PSA?Common use casesHow Martini supports it
REST APIsYesThe versioned REST API is ConnectWise PSA’s principal integration mechanism for Companies, Contacts, Service Tickets, Projects, Agreements, Time Entries, and related resources. It supports reads, creates, updates, filtering, and pagination where available.Martini can consume the ConnectWise PSA REST API from workflows, configure tenant-specific base URLs, map responses, expose reusable APIs, and handle validation, retries, and downstream writes.
Webhooks / outbound callbacksLimitedConnectWise PSA provides webhook-style notifications for selected resources and events. Coverage is not universal, and callbacks may be duplicated, delayed, or out of order.Martini can expose a REST API endpoint to receive supported callbacks, validate the notification, retrieve the current ConnectWise object, and defer processing to a workflow.
Bulk / async / batch APIsLimitedBatch or bulk patterns may be available for selected operations and resources. Endpoint-specific limits and transaction behavior must be confirmed for the target API version.Martini can process bounded batches, persist checkpoints, throttle requests, and handle individual operation failures without assuming atomic batch behavior.
File / attachment APIsLimitedDocument and attachment operations are available for selected parent resources, including service and project records. Endpoint shape and availability depend on the parent resource.Martini can download or upload supported files, transform metadata, transfer binary content to another system, and separate attachment failures from ordinary JSON processing.
AuthenticationYesREST integrations generally use a company identifier, public and private API keys, a registered client ID, required authorization headers, permissions, security roles, and HTTPS.Martini can store environment-specific credentials as secrets, construct authenticated requests, keep private values out of logs, and separate development, test, and production configuration.
Scheduled synchronizationYesScheduled polling and reconciliation are important because webhook coverage is selective and notifications may be missed, duplicated, or incomplete.Martini workflows can run on schedules, query modified resources with filters, paginate results, persist high-water marks, and reconcile downstream state.
Database accessNot confirmedDirect access to the ConnectWise PSA production database is not a standard public integration mechanism. Supported REST, reporting, or export interfaces should be used instead.Martini can write retrieved data to supported target databases, but a direct ConnectWise production database connection should not be assumed.

How ConnectWise PSA exposes data and business events

ConnectWise PSA REST APIs

ConnectWise PSA’s versioned REST API is the primary public integration interface. It exposes operational resources such as Companies, Contacts, Service Tickets, Projects, Agreements, Time Entries, Members, and related objects, with filtering and pagination available where supported.

Martini implementation pattern

Martini implementation pattern: a workflow stores the region- and tenant-specific base URL in configuration, authenticates with the company identifier, client ID, and API keys, calls the required REST endpoint, validates the response, maps the object into a canonical model, and writes it to the target system.

Implementation sequence

Configure the tenant-specific base URL and API version
Retrieve a page of ConnectWise PSA objects with supported filters
Continue pagination until the synchronization boundary is reached
Validate and map the response into the canonical model
Apply business rules and write the target object
Persist the checkpoint only after downstream success

ConnectWise PSA Webhook Notifications

ConnectWise PSA supports webhook-style notifications for selected resources and events rather than for every object or field change. A callback may identify an affected resource without containing the complete current object.

Martini implementation pattern

Martini implementation pattern: expose a Martini REST API endpoint, validate the incoming callback, record a correlation or event identifier, retrieve the current resource from ConnectWise PSA, and hand off longer processing to a workflow. Scheduled reconciliation supplements selective webhook coverage.

Implementation sequence

Receive the ConnectWise PSA callback
Validate the request and payload structure
Record the event or correlation identifier
Retrieve the current resource from the REST API
Map and write the authoritative object downstream
Acknowledge promptly and reconcile later if required

ConnectWise PSA Batch Processing

ConnectWise PSA provides batch, bulk, or asynchronous patterns for selected operations, but endpoint limits and transaction guarantees vary. Large integrations should not assume that a batch response is atomic.

Martini implementation pattern

Martini implementation pattern: partition work into bounded batches, use server-side filtering, apply throttling and backoff, process results independently where appropriate, and persist progress so a failed batch can resume without duplicating successful writes.

Implementation sequence

Select the supported batch operation and endpoint limits
Partition the synchronization into bounded batches
Submit or retrieve each batch through the REST API
Process successful and failed items separately
Retry transient failures with backoff
Persist progress and reconcile incomplete work

ConnectWise PSA Attachments

Document and attachment operations are available for selected resources such as service and project records. Availability, file size, content type, and endpoint shape depend on the parent resource.

Martini implementation pattern

Martini implementation pattern: retrieve attachment metadata and binary content when required, validate target-system limits, transfer or transform the file, and store metadata and correlation identifiers separately when binary semantics differ between systems.

Implementation sequence

Identify the supported parent resource and attachment endpoint
Retrieve attachment metadata and content
Validate size, content type, and destination permissions
Transfer or transform the binary content
Store cross-system metadata and identifiers
Route file-specific failures for retry or review

Common ConnectWise PSA integration patterns

Pattern 1: Synchronize service tickets with Jira

When to use this pattern

Use this pattern when service work needs engineering escalation or shared support visibility in Jira. Selected ConnectWise notifications can provide near-real-time signals, while scheduled polling covers missed or unsupported events.

Integration direction
ConnectWise PSA
Martini
Jira
Example Mapping
ConnectWise PSA FieldCanonical FieldTarget Field
Service Ticket.summarycase.titleJira issue.summary
Service Ticket.descriptioncase.descriptionJira issue.description
Service Ticket.prioritycase.priorityJira issue.priority
Service Ticket.statuscase.statusJira issue.status
Martini implementation pattern

A Martini endpoint receives a supported notification or a scheduled workflow finds modified Service Tickets. The workflow retrieves the authoritative ticket, maps Company, Contact, assignee, status, priority, and description, looks up the ConnectWise Ticket ID to prevent duplicate Jira issues, and sends approved Jira changes back through a separate workflow. Validation failures become operational exceptions; transient API failures use bounded retries.

Martini capabilities used
  • REST API consumption
  • REST API exposure
  • workflows
  • data mapping
  • business rules
  • idempotency
  • error handling

Pattern 2: Synchronize Companies and Contacts with Salesforce

When to use this pattern

Use this pattern when CRM and PSA teams need aligned customer ownership, account identifiers, contact details, and service relationships. Bidirectional synchronization requires explicit ownership rules for fields such as names, email addresses, and deactivation status.

Integration direction
ConnectWise PSA
Martini
Salesforce
Example Mapping
ConnectWise PSA FieldCanonical FieldTarget Field
Company.namecustomer.nameSalesforce Account.Name
Company.idcustomer.sourceIdSalesforce Account.ConnectWiseId
Contact.emailperson.emailSalesforce Contact.Email
Contact.phoneperson.phoneSalesforce Contact.Phone
Martini implementation pattern

Martini retrieves changed Companies and Contacts using filtered, paginated REST calls or processes supported notifications. It normalizes identifiers, applies configured source-of-truth rules, performs Salesforce lookups and upserts, and records cross-system keys. The reverse workflow is restricted to approved fields and includes validation, duplicate detection, retry handling, and scheduled reconciliation.

Martini capabilities used
  • scheduled workflows
  • API consumption
  • data mapping
  • transformation
  • business rules
  • checkpointing
  • error handling

Pattern 3: Transfer billing data to QuickBooks Online

When to use this pattern

Use this pattern when approved ConnectWise billing information must be posted to accounting without manual rekeying. It is appropriate for customer, invoice, product, agreement, and time-related data, subject to endpoint availability and accounting rules.

Integration direction
ConnectWise PSA
Martini
QuickBooks Online
Example Mapping
ConnectWise PSA FieldCanonical FieldTarget Field
Company.namebillingCustomer.nameQuickBooks Customer.DisplayName
Invoice.numberinvoice.numberQuickBooks Invoice.DocNumber
Invoice.lineItemsinvoice.linesQuickBooks Invoice.Line
Time Entry.amountinvoiceLine.amountQuickBooks Invoice.Line.Amount
Martini implementation pattern

A scheduled Martini workflow retrieves eligible ConnectWise data, validates approval and billing status, normalizes tax codes, currencies, products, and line items, and calls QuickBooks Online using its separate authorization model. It stores source identifiers, reconciles invoice and payment status, and routes permanent validation or mapping failures to an exception workflow while retrying transient failures.

Martini capabilities used
  • scheduled workflows
  • REST API consumption
  • data transformation
  • validation
  • business rules
  • secrets management
  • retry handling

Pattern 4: Publish agreement entitlements to a customer portal

When to use this pattern

Use this pattern when a portal or downstream service needs to determine whether a customer is entitled to a support plan, service, or response level. Agreements, Agreement Additions, Companies, dates, exclusions, and status should be modeled explicitly.

Integration direction
ConnectWise PSA
Martini
Customer portal
Example Mapping
ConnectWise PSA FieldCanonical FieldTarget Field
Agreement.companyIdentitlement.customerIdPortal entitlement.customerId
Agreement.statusentitlement.statusPortal entitlement.status
Agreement.startDateentitlement.validFromPortal entitlement.validFrom
Agreement.endDateentitlement.validToPortal entitlement.validTo
Martini implementation pattern

Martini periodically retrieves Agreements and related resources, joins them to Companies, applies date and status rules, and publishes a normalized entitlement model through a Martini API or target database. The workflow uses high-water marks, overlap windows, idempotent writes, and reconciliation for expired, changed, or deleted arrangements.

Martini capabilities used
  • scheduled workflows
  • REST API consumption
  • data mapping
  • joins and transformation
  • business rules
  • API exposure
  • reconciliation

Applications commonly integrated with ConnectWise PSA

ConnectWise PSA can be integrated with adjacent CRM, ITSM, accounting, collaboration, and PSA platforms. Martini can coordinate these flows through REST API calls, selected webhook callbacks, scheduled workflows, data mapping, and controlled error handling.

Application Scenario Direction Martini Pattern
Salesforce Synchronize ConnectWise Companies and Contacts with Salesforce Accounts and Contacts, while making service context available to CRM teams. ConnectWise PSA → Martini → Salesforce Use webhook notifications where available or scheduled REST polling to retrieve Companies and Contacts, map them to Salesforce objects, apply ownership and deactivation rules, and perform idempotent upserts using stored cross-system identifiers.
Jira Coordinate Service Tickets with Jira issues for engineering escalation, software development, or shared customer support. ConnectWise PSA → Martini → Jira Receive a selected ticket notification or poll for modified tickets, retrieve the current Service Ticket, map status, priority, description, Company, Contact, and assignee to Jira, and route approved Jira updates back through ConnectWise REST endpoints.
ServiceNow Coordinate incidents, requests, configuration information, and service operations across ConnectWise PSA and ServiceNow. ConnectWise PSA → Martini → ServiceNow Use a Martini workflow to retrieve or receive changes for Service Tickets and related Companies, transform them into ServiceNow records, maintain correlation identifiers, validate required fields, and handle bidirectional status updates with retry and reconciliation logic.
QuickBooks Online Transfer customer, invoice, product, agreement, and time-related billing information from ConnectWise PSA to accounting. ConnectWise PSA → Martini → QuickBooks Online Retrieve approved billing data from ConnectWise, normalize customers and line items, call QuickBooks Online APIs using its authorization model, reconcile invoice and payment status, and route tax, currency, or validation exceptions for review.
Xero Synchronize ConnectWise customer and invoice information with organizations using Xero for accounting. ConnectWise PSA → Martini → Xero Schedule filtered ConnectWise REST queries, map Companies, invoices, products, and billing values to Xero, use environment-specific credentials, and retain source identifiers for safe retries and status reconciliation.
Microsoft Dynamics 365 Align customer, account, contact, sales, and service information across CRM and PSA operations. ConnectWise PSA → Martini → Microsoft Dynamics 365 Orchestrate bidirectional workflows that map ConnectWise Companies and Contacts to Dynamics 365 accounts and contacts, apply configured ownership rules, validate tenant-specific fields, and use idempotent updates.
Microsoft 365 Support workflows involving users, contacts, email, calendars, and collaboration records alongside PSA service operations. ConnectWise PSA → Martini → Microsoft 365 Use ConnectWise REST resources as the source or trigger, transform relevant contact or service data for the required Microsoft 365 workload, and isolate workload-specific authentication and retry behavior in reusable Martini workflows.
Datto Autotask PSA Support PSA consolidation, coexistence, or migration involving Companies, Contacts, contracts, tickets, and operational data. ConnectWise PSA → Martini → Datto Autotask PSA Run bounded, checkpointed migration or coexistence workflows that extract ConnectWise objects, map them to the target PSA model, preserve source identifiers, validate relationships, and retry individual failures without treating a batch as an atomic transaction.

How to build a ConnectWise PSA integration in Martini

Objective

Configure the tenant-specific ConnectWise PSA endpoint and authenticate requests without exposing credentials in workflow source or logs.

Instructions in Martini

  • Store the company identifier, client ID, public key, and private key as environment-specific secrets
  • Configure the regional base URL and API version outside reusable workflow logic
  • Apply the required authorization headers and HTTPS
  • Confirm API-key member permissions and security roles

Objective

Select a trigger that matches the required latency and event coverage while accounting for selective webhook support.

Instructions in Martini

  • Use a Martini REST API endpoint for supported ConnectWise callbacks
  • Use a scheduler for polling and reconciliation
  • Combine callbacks with scheduled synchronization for important data
  • Define the synchronization boundary and overlap window

Objective

Obtain the authoritative ConnectWise PSA object rather than relying solely on a notification payload.

Instructions in Martini

  • Call the relevant REST resource after validating a callback
  • Use server-side filters and explicit page sizes
  • Continue through all required pages
  • Persist a high-water mark only after successful downstream processing

Objective

Coordinate retrieval, enrichment, transformation, target writes, and exception handling in a maintainable Martini workflow.

Instructions in Martini

  • Separate webhook acknowledgement from lengthy processing when necessary
  • Use reusable workflow logic for common API and validation behavior
  • Apply bounded concurrency and throttling
  • Preserve correlation and source identifiers across steps

Objective

Convert ConnectWise PSA objects into the target system’s model while handling tenant-specific configuration.

Instructions in Martini

  • Map actual objects such as Companies, Contacts, Service Tickets, Projects, Agreements, and Time Entries
  • Validate required fields before target writes
  • Handle custom statuses, boards, types, and fields through configuration
  • Normalize dates, time zones, currencies, attachments, and identifiers

Objective

Enforce business decisions such as source-of-truth ownership, entitlement status, billing eligibility, and duplicate prevention.

Instructions in Martini

  • Define field ownership for bidirectional flows
  • Use stable ConnectWise IDs and cross-system references
  • Apply status, date, approval, and deactivation rules
  • Route permanent validation failures to an operational exception path

Common ConnectWise PSA data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
CompaniesRepresent customers, vendors, partners, and other organizations used throughout PSA operations.Salesforce, Microsoft Dynamics 365, ServiceNow, QuickBooks Online, XeroMartini retrieves or receives change signals for Companies, validates required fields, maps organization identifiers and ownership, and performs idempotent downstream upserts.
ContactsRepresent people associated with Companies, including customer and service contacts.Salesforce, Microsoft Dynamics 365, ServiceNow, Microsoft 365Martini maps contact details and company relationships, applies configured source-of-truth rules, and handles deactivation or duplicate matching explicitly.
Service TicketsRepresent support requests, incidents, and other service work items.Jira, ServiceNow, customer portals, data warehousesMartini can process selected webhook notifications or scheduled changes, retrieve the authoritative ticket, map status and ownership, and maintain cross-system identifiers.
ProjectsRepresent planned delivery work, project tasks, and related activities.ServiceNow, Jira, data warehouses, customer portalsMartini uses filtered REST retrieval, maps project and task relationships, transfers supported attachments where required, and checkpoints long-running synchronization.
AgreementsRepresent recurring service, support, contractual, and entitlement arrangements.Customer portals, ServiceNow, data warehouses, billing platformsMartini normalizes agreement status, dates, additions, exclusions, and Company relationships into an entitlement or billing model.
Time EntriesRepresent labor or service time recorded against tickets, projects, or other work.QuickBooks Online, Xero, reporting platforms, data warehousesMartini retrieves approved or eligible entries, maps labor and billing attributes, applies duplicate checks, and reconciles downstream posting status.

Authentication and security considerations

ConnectWise PSA authentication

ConnectWise PSA REST integrations generally require a company identifier, public and private API keys, a registered client ID, appropriate member permissions and security roles, and HTTPS. OAuth may apply to some developer applications or products, but it should not be assumed to be the default PSA REST method.

Martini security model

Store the company identifier, client ID, and API keys as environment-specific Martini secrets. Keep private values out of workflow source, payloads, and logs, and use separate credentials for development, testing, and production.

  • Configure the tenant and regional base URL outside reusable workflow logic.
  • Limit API-key permissions to required ConnectWise PSA resources and operations.
  • Validate inbound webhook requests according to the configured ConnectWise mechanism.
  • Protect Martini endpoints with appropriate authentication and authorization.

Operational considerations for ConnectWise PSA integrations

Pagination and incremental synchronization

Use explicit page sizes, server-side filters, and persisted high-water marks. Account for equal timestamps, time zones, updates during a synchronization window, deletes, and deactivations. An overlap window can reduce missed changes when downstream writes are idempotent.

Rate limits and retries

ConnectWise limits and concurrency behavior can vary by environment and endpoint. Use bounded concurrency, backoff for throttling, and retries only for transient failures. Do not assume batch operations are atomic.

Webhook reliability

Callbacks may be duplicated, delayed, out of order, or incomplete. Validate the notification, retrieve the current resource from REST, acknowledge promptly, and use scheduled reconciliation to detect missed events.

Schema and tenant configuration

Custom fields, boards, types, statuses, permissions, and required fields may differ between ConnectWise environments. Keep mappings configuration-driven where practical and test representative tenant data before production deployment.

Attachments and testing

Attachment transfers require separate consideration for file size, content type, temporary storage, permissions, and cleanup. Test pagination, retries, duplicate callbacks, permission failures, schema changes, and downstream partial failures before go-live.

Why use Martini instead of scripts or point-to-point integrations?

Orchestrate more than API calls

Scripts can call an endpoint, but an enterprise integration also needs triggers, pagination, checkpoints, transformation, validation, business rules, retries, reconciliation, and operational visibility. Martini coordinates these concerns in workflows and reusable integration assets.

Support multiple operating modes

Martini can combine a REST API endpoint for selected ConnectWise callbacks with scheduled workflows for polling and reconciliation. This avoids depending on selective webhook coverage and supports both near-real-time and batch synchronization.

Maintainable mappings and controls

Martini separates environment configuration and secrets from workflow logic, maps ConnectWise objects into target models, and provides controlled handling for tenant-specific fields, permissions, rate limits, and downstream failures.

  • Use reusable workflows rather than isolated point-to-point scripts.
  • Apply consistent validation, idempotency, retry, and exception patterns.
  • Expose controlled APIs when downstream applications need a normalized ConnectWise view.
  • Monitor and troubleshoot integration behavior across environments.

Frequently asked questions

How can ConnectWise PSA be integrated with enterprise systems?

ConnectWise PSA is primarily integrated through its versioned REST API. Selected resources and events can also produce webhook-style notifications. Enterprise workflows typically retrieve authoritative Companies, Contacts, Service Tickets, Projects, Agreements, or Time Entries, transform them, write to downstream systems, and use scheduled reconciliation for missed or unsupported events.

Can Martini integrate with ConnectWise PSA?

Yes. Martini can consume the ConnectWise PSA REST API, expose an endpoint for supported ConnectWise webhook notifications, orchestrate scheduled synchronization, map and transform PSA objects, and apply retries and validation. No native Martini connector is verified in the supplied documentation context.

Do I need a connector to integrate ConnectWise PSA with Martini?

No. A dedicated ConnectWise PSA connector is not required. Martini can integrate using ConnectWise PSA’s confirmed native REST API, selected webhook notifications, authentication headers, and supported document or attachment endpoints.

Is there any extra Lonti cost to integrate ConnectWise PSA with Martini?

Lonti does not charge an additional per-connector or per-vendor fee to integrate ConnectWise PSA. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from ConnectWise, cloud infrastructure, accounting or CRM platforms, or other third-party systems depending on subscription, usage, and deployment model.

Which ConnectWise PSA integration methods should be used?

Use the versioned REST API as the primary method. Use webhook-style notifications for supported resources where near-real-time processing is useful, and combine them with scheduled polling and reconciliation. Batch, attachment, and legacy SOAP approaches require endpoint- or version-specific confirmation.

Are ConnectWise PSA webhooks available for every event?

No. Webhook coverage is selective and should not be assumed for every object, field change, or event. A robust Martini design validates callbacks, retrieves the current resource through REST, handles duplicates and out-of-order delivery, and uses scheduled reconciliation for coverage gaps.

How does Martini synchronize and transform ConnectWise PSA data?

Martini workflows can use filtered and paginated REST requests, high-water marks, bounded batches, and overlap windows to synchronize data. Mapping and transformation logic converts ConnectWise objects into canonical and target models, while business rules handle ownership, status, entitlement, billing, and tenant-specific custom fields.

How are ConnectWise PSA errors, retries, and duplicates handled?

Martini can distinguish authentication, permission, validation, missing-resource, rate-limit, network, and downstream failures. Transient failures can use bounded retries with backoff, while permanent failures can enter an exception workflow. Stable ConnectWise IDs, cross-system references, and idempotent upserts help prevent duplicates.

Related Martini documentation

APIs

Events

Workflows

Security

Operations

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