{"id":65450,"date":"2026-02-01T07:15:49","date_gmt":"2026-02-01T14:15:49","guid":{"rendered":"https:\/\/cirasync.com\/?page_id=65450"},"modified":"2026-06-11T14:23:04","modified_gmt":"2026-06-11T21:23:04","slug":"connectwise","status":"publish","type":"page","link":"https:\/\/cirasync.com\/es\/integrations\/connectwise\/","title":{"rendered":"CiraSync ConnectWise Integration"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00bb1&#8243; _builder_version=\u00bb4.27.5&#8243; _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_row _builder_version=\u00bb4.27.5&#8243; _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb4_4&#8243; _builder_version=\u00bb4.27.5&#8243; _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_text admin_label=\u00bbText\u00bb _builder_version=\u00bb4.27.6&#8243; _module_preset=\u00bbdefault\u00bb hover_enabled=\u00bb0&#8243; global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0&#8243;]<\/p>\n<h1><span class=\"ez-toc-section\" id=\"ConnectWise_Contact_Sync_to_Microsoft_365_Smartphones\"><\/span>ConnectWise Contact Sync to Microsoft 365 &amp; Smartphones<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<h2><img decoding=\"async\" class=\"wp-image-71789 alignnone size-full\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2026\/06\/ConnectWise-Integration.png\" alt=\"An image of how CiraSync's ConnectWise integration works\" width=\"624\" height=\"351\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2026\/06\/ConnectWise-Integration.png 624w, https:\/\/cirasync.com\/wp-content\/uploads\/2026\/06\/ConnectWise-Integration-480x270.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/h2>\n<h2><span class=\"ez-toc-section\" id=\"Two-Way_CiraSync_Hub\"><\/span>Two-Way: CiraSync Hub<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h2><span class=\"ez-toc-section\" id=\"One-Way_CiraSync_Cloud_CiraSync_On-Prem\"><\/span>One-Way: CiraSync Cloud, CiraSync On-Prem<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\">ConnectWise holds your client records, ticket history, and support contacts. CiraSync gets that data where it needs to go: into Microsoft 365 and onto every employee smartphone, automatically.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\">No CSV exports. No manual updates.<\/p>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<h2 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"What_This_Integration_Does\"><\/span>What This Integration Does<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\">ConnectWise through <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"\/hub\/\">CiraSync Hub<\/a> enables two-way sync of client and ticketing contacts with the Microsoft 365 Global Address List, user mailboxes, Google, iCloud, or another CRM. <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"\/cloud\/\">CiraSync Cloud<\/a> handles automatic delivery of updated contacts to iOS and Android devices, so field technicians always have current information in their native phone contacts.<\/p>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<h2 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"How_It_Works\"><\/span>How It Works<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"1_Connect\"><\/span>1. Connect<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\">Authenticate ConnectWise and your Microsoft 365 environment (or another endpoint) through <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"\/hub\/\">CiraSync Hub<\/a>.<\/p>\n<h3 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"2_Map\"><\/span>2. Map<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\">Choose which fields sync, set the sync direction, and apply filters to control exactly what gets pushed where.<\/p>\n<h3 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"3_Sync_to_Phones\"><\/span>3. Sync to Phones<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\">CiraSync updates all iOS and Android devices automatically. Technicians see current client contacts without touching a settings menu.<\/p>\n<h3 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"Note\"><\/span>Note:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\">ConnectWise connects through <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"\/hub\/\">CiraSync Hub<\/a>. <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"\/cloud\/\">CiraSync Cloud<\/a> or <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/cirasync.com\/on-prem\/\">CiraSync On-Prem<\/a> handles mobile distribution.<\/p>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<h2 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"Who_Benefits\"><\/span>Who Benefits<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"MSPs_and_Support_Teams\"><\/span>MSPs and Support Teams<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\"><a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/cirasync.com\/partner\/\">MSP contact sync<\/a> keeps client records consistent across ConnectWise and Microsoft 365 without duplicate entry. When a client record changes in ConnectWise, every technician&#8217;s phone reflects that update.<\/p>\n<h3 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"Field_Technicians\"><\/span>Field Technicians<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\">Technicians get accurate client contact information directly in their native phone contacts. Faster lookups mean faster response times on-site.<\/p>\n<h3 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"IT_Administrators\"><\/span>IT Administrators<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal\">Administrators manage sync rules and permissions from a single dashboard. Granular field mapping and filtering give IT full control over what syncs and to whom.<\/p>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<h2 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"Outcomes\"><\/span>Outcomes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Client and contact lists stay current on technician smartphones without manual effort<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Faster ticket resolution through accurate, always-available contact data<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Duplicate work between ConnectWise and Microsoft 365 is eliminated<\/li>\n<\/ul>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<h2 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"Requirements\"><\/span>Requirements<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\"><a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"\/hub\/\">CiraSync Hub<\/a> subscription<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">ConnectWise Manage or ConnectWise Automate subscription<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Microsoft 365 admin consent<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00bb1&#8243; 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_module_preset=\u00bbdefault\u00bb max_width=\u00bb1120px\u00bb overflow-x=\u00bbvisible\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb4_4&#8243; _builder_version=\u00bb4.27.5&#8243; _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_text admin_label=\u00bbheader text h2&#8243; _builder_version=\u00bb4.27.6&#8243; header_font=\u00bbInter|700|||||||\u00bb header_text_align=\u00bbleft\u00bb header_text_color=\u00bb#000000&#8243; header_letter_spacing=\u00bb0.5px\u00bb header_line_height=\u00bb1.4em\u00bb header_2_font=\u00bbInter|600|||||||\u00bb header_2_text_color=\u00bb#333333&#8243; header_2_font_size=\u00bb32px\u00bb header_6_font=\u00bbOutfit|500|||||||\u00bb header_6_font_size=\u00bb18px\u00bb header_6_letter_spacing=\u00bb1px\u00bb max_width=\u00bb560px\u00bb custom_margin=\u00bb||1%||false|false\u00bb custom_margin_tablet=\u00bb||1%||false|false\u00bb custom_margin_phone=\u00bb||0%||false|false\u00bb custom_margin_last_edited=\u00bbon|desktop\u00bb header_6_font_size_tablet=\u00bb17px\u00bb header_6_font_size_phone=\u00bb16px\u00bb header_6_font_size_last_edited=\u00bbon|phone\u00bb z_index_tablet=\u00bb500&#8243; text_text_shadow_horizontal_length_tablet=\u00bb0px\u00bb text_text_shadow_vertical_length_tablet=\u00bb0px\u00bb text_text_shadow_blur_strength_tablet=\u00bb1px\u00bb link_text_shadow_horizontal_length_tablet=\u00bb0px\u00bb link_text_shadow_vertical_length_tablet=\u00bb0px\u00bb link_text_shadow_blur_strength_tablet=\u00bb1px\u00bb ul_text_shadow_horizontal_length_tablet=\u00bb0px\u00bb ul_text_shadow_vertical_length_tablet=\u00bb0px\u00bb ul_text_shadow_blur_strength_tablet=\u00bb1px\u00bb ol_text_shadow_horizontal_length_tablet=\u00bb0px\u00bb ol_text_shadow_vertical_length_tablet=\u00bb0px\u00bb ol_text_shadow_blur_strength_tablet=\u00bb1px\u00bb quote_text_shadow_horizontal_length_tablet=\u00bb0px\u00bb quote_text_shadow_vertical_length_tablet=\u00bb0px\u00bb quote_text_shadow_blur_strength_tablet=\u00bb1px\u00bb header_text_shadow_horizontal_length_tablet=\u00bb0px\u00bb header_text_shadow_vertical_length_tablet=\u00bb0px\u00bb header_text_shadow_blur_strength_tablet=\u00bb1px\u00bb header_2_text_shadow_horizontal_length_tablet=\u00bb0px\u00bb header_2_text_shadow_vertical_length_tablet=\u00bb0px\u00bb header_2_text_shadow_blur_strength_tablet=\u00bb1px\u00bb header_3_text_shadow_horizontal_length_tablet=\u00bb0px\u00bb header_3_text_shadow_vertical_length_tablet=\u00bb0px\u00bb header_3_text_shadow_blur_strength_tablet=\u00bb1px\u00bb header_4_text_shadow_horizontal_length_tablet=\u00bb0px\u00bb header_4_text_shadow_vertical_length_tablet=\u00bb0px\u00bb header_4_text_shadow_blur_strength_tablet=\u00bb1px\u00bb header_5_text_shadow_horizontal_length_tablet=\u00bb0px\u00bb header_5_text_shadow_vertical_length_tablet=\u00bb0px\u00bb header_5_text_shadow_blur_strength_tablet=\u00bb1px\u00bb header_6_text_shadow_horizontal_length_tablet=\u00bb0px\u00bb header_6_text_shadow_vertical_length_tablet=\u00bb0px\u00bb header_6_text_shadow_blur_strength_tablet=\u00bb1px\u00bb box_shadow_horizontal_tablet=\u00bb0px\u00bb box_shadow_vertical_tablet=\u00bb0px\u00bb box_shadow_blur_tablet=\u00bb40px\u00bb box_shadow_spread_tablet=\u00bb0px\u00bb locked=\u00bboff\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span>Frequently Asked Questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>[\/et_pb_text][et_pb_accordion icon_color=\u00bb#1b75bb\u00bb module_class=\u00bbfaq my_accordion wppb-add-accordion-icon custom-clean-accordion\u00bb _builder_version=\u00bb4.27.6&#8243; _module_preset=\u00bbdefault\u00bb custom_padding=\u00bb0px|0px|0px|0px|true|true\u00bb border_width_all=\u00bb0px\u00bb locked=\u00bboff\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_accordion_item title=\u00bbHow do I sync ConnectWise contacts to Microsoft 365?\u00bb open=\u00bbon\u00bb open_toggle_text_color=\u00bb#1b75bb\u00bb _builder_version=\u00bb4.27.6&#8243; _module_preset=\u00bbdefault\u00bb body_font=\u00bbOpen Sans||||||||\u00bb body_text_color=\u00bb#333333&#8243; body_font_size=\u00bb18px\u00bb body_line_height=\u00bb1.4em\u00bb background_color=\u00bb#FFFFFF\u00bb background_enable_color=\u00bbon\u00bb custom_padding=\u00bb|0px||0px|true|true\u00bb global_colors_info=\u00bb{}\u00bb toggle_text_color=\u00bb#1b75bb\u00bb toggle_level=\u00bbh5&#8243; toggle_font=\u00bbInter|600|||||||\u00bb toggle_font_size=\u00bb24px\u00bb]<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\">CiraSync connects to ConnectWise through CiraSync Hub, which maps and syncs client and ticketing contacts directly to the Microsoft 365 Global Address List or user mailboxes.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=\u00bbDoes ConnectWise sync two-way with Outlook contacts?\u00bb open_toggle_text_color=\u00bb#1b75bb\u00bb _builder_version=\u00bb4.27.6&#8243; _module_preset=\u00bbdefault\u00bb body_font=\u00bbOpen Sans||||||||\u00bb body_text_color=\u00bb#333333&#8243; body_font_size=\u00bb18px\u00bb body_line_height=\u00bb1.4em\u00bb background_color=\u00bb#FFFFFF\u00bb background_enable_color=\u00bbon\u00bb custom_padding=\u00bb|0px||0px|true|true\u00bb global_colors_info=\u00bb{}\u00bb toggle_text_color=\u00bb#1b75bb\u00bb toggle_level=\u00bbh5&#8243; toggle_font=\u00bbInter|600|||||||\u00bb toggle_font_size=\u00bb24px\u00bb open=\u00bboff\u00bb]<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\">Yes. CiraSync Hub supports two-way sync between ConnectWise and Microsoft 365, keeping records consistent in both directions.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=\u00bbCan I sync ConnectWise contacts to field technician smartphones?\u00bb open_toggle_text_color=\u00bb#1b75bb\u00bb _builder_version=\u00bb4.27.6&#8243; _module_preset=\u00bbdefault\u00bb body_font=\u00bbOpen Sans||||||||\u00bb body_text_color=\u00bb#333333&#8243; body_font_size=\u00bb18px\u00bb body_line_height=\u00bb1.4em\u00bb background_color=\u00bb#FFFFFF\u00bb background_enable_color=\u00bbon\u00bb custom_padding=\u00bb|0px||0px|true|true\u00bb global_colors_info=\u00bb{}\u00bb toggle_text_color=\u00bb#1b75bb\u00bb toggle_level=\u00bbh5&#8243; toggle_font=\u00bbInter|600|||||||\u00bb toggle_font_size=\u00bb24px\u00bb open=\u00bboff\u00bb]<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\">Yes. CiraSync pushes updated contacts to iOS and Android devices natively, so technicians have current client information in their phone contacts without installing any additional app.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=\u00bbHow is CiraSync different from ConnectWise&#8217;s native integrations?\u00bb open_toggle_text_color=\u00bb#1b75bb\u00bb _builder_version=\u00bb4.27.6&#8243; _module_preset=\u00bbdefault\u00bb body_font=\u00bbOpen Sans||||||||\u00bb body_text_color=\u00bb#333333&#8243; body_font_size=\u00bb18px\u00bb body_line_height=\u00bb1.4em\u00bb background_color=\u00bb#FFFFFF\u00bb background_enable_color=\u00bbon\u00bb custom_padding=\u00bb|0px||0px|true|true\u00bb global_colors_info=\u00bb{}\u00bb toggle_text_color=\u00bb#1b75bb\u00bb toggle_level=\u00bbh5&#8243; toggle_font=\u00bbInter|600|||||||\u00bb toggle_font_size=\u00bb24px\u00bb open=\u00bboff\u00bb]<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\">CiraSync specializes in automated contact and calendar distribution across Microsoft 365 and mobile devices. Where ConnectWise&#8217;s native tools focus on internal platform workflows, CiraSync ensures that data reaches smartphones and directory endpoints in real time.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=\u00bbCan I filter which ConnectWise contacts sync to which technicians?\u00bb open_toggle_text_color=\u00bb#1b75bb\u00bb _builder_version=\u00bb4.27.6&#8243; _module_preset=\u00bbdefault\u00bb body_font=\u00bbOpen Sans||||||||\u00bb body_text_color=\u00bb#333333&#8243; body_font_size=\u00bb18px\u00bb body_line_height=\u00bb1.4em\u00bb background_color=\u00bb#FFFFFF\u00bb background_enable_color=\u00bbon\u00bb custom_padding=\u00bb|0px||0px|true|true\u00bb global_colors_info=\u00bb{}\u00bb toggle_text_color=\u00bb#1b75bb\u00bb toggle_level=\u00bbh5&#8243; toggle_font=\u00bbInter|600|||||||\u00bb toggle_font_size=\u00bb24px\u00bb open=\u00bboff\u00bb]<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\">Yes. CiraSync Hub includes field-level mapping and filtering controls, so administrators can define exactly which records sync and to which users or groups.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=\u00bbIs CiraSync secure for MSP client data?\u00bb open_toggle_text_color=\u00bb#1b75bb\u00bb _builder_version=\u00bb4.27.6&#8243; _module_preset=\u00bbdefault\u00bb body_font=\u00bbOpen Sans||||||||\u00bb body_text_color=\u00bb#333333&#8243; body_font_size=\u00bb18px\u00bb body_line_height=\u00bb1.4em\u00bb background_color=\u00bb#FFFFFF\u00bb background_enable_color=\u00bbon\u00bb custom_padding=\u00bb|0px||0px|true|true\u00bb global_colors_info=\u00bb{}\u00bb toggle_text_color=\u00bb#1b75bb\u00bb toggle_level=\u00bbh5&#8243; toggle_font=\u00bbInter|600|||||||\u00bb toggle_font_size=\u00bb24px\u00bb open=\u00bboff\u00bb]<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\">CiraSync is SOC 2 compliant and GDPR-aligned. Data is encrypted in transit and at rest, and no contact data is stored by CiraSync beyond what is required for the sync operation.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=\u00bbDoes CiraSync sync contacts to mobile phones?\u00bb open_toggle_text_color=\u00bb#1b75bb\u00bb _builder_version=\u00bb4.27.6&#8243; _module_preset=\u00bbdefault\u00bb body_font=\u00bbOpen Sans||||||||\u00bb body_text_color=\u00bb#333333&#8243; body_font_size=\u00bb18px\u00bb body_line_height=\u00bb1.4em\u00bb background_color=\u00bb#FFFFFF\u00bb background_enable_color=\u00bbon\u00bb custom_padding=\u00bb|0px||0px|true|true\u00bb global_colors_info=\u00bb{}\u00bb toggle_text_color=\u00bb#1b75bb\u00bb toggle_level=\u00bbh5&#8243; toggle_font=\u00bbInter|600|||||||\u00bb toggle_font_size=\u00bb24px\u00bb open=\u00bboff\u00bb]<\/p>\n<p>Yes. 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