ConnectWise Contact Sync to Microsoft 365 & Smartphones

An image of how CiraSync's ConnectWise integration works

Two-Way: CiraSync Hub

One-Way: CiraSync Cloud, CiraSync On-Prem

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.

No CSV exports. No manual updates.

What This Integration Does

ConnectWise through CiraSync Hub enables two-way sync of client and ticketing contacts with the Microsoft 365 Global Address List, user mailboxes, Google, iCloud, or another CRM. CiraSync Cloud handles automatic delivery of updated contacts to iOS and Android devices, so field technicians always have current information in their native phone contacts.

How It Works

1. Connect

Authenticate ConnectWise and your Microsoft 365 environment (or another endpoint) through CiraSync Hub.

2. Map

Choose which fields sync, set the sync direction, and apply filters to control exactly what gets pushed where.

3. Sync to Phones

CiraSync updates all iOS and Android devices automatically. Technicians see current client contacts without touching a settings menu.

Note:

ConnectWise connects through CiraSync Hub. CiraSync Cloud or CiraSync On-Prem handles mobile distribution.

Who Benefits

MSPs and Support Teams

MSP contact sync keeps client records consistent across ConnectWise and Microsoft 365 without duplicate entry. When a client record changes in ConnectWise, every technician’s phone reflects that update.

Field Technicians

Technicians get accurate client contact information directly in their native phone contacts. Faster lookups mean faster response times on-site.

IT Administrators

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.

Outcomes

  • Client and contact lists stay current on technician smartphones without manual effort
  • Faster ticket resolution through accurate, always-available contact data
  • Duplicate work between ConnectWise and Microsoft 365 is eliminated

Requirements

  • CiraSync Hub subscription
  • ConnectWise Manage or ConnectWise Automate subscription
  • Microsoft 365 admin consent

Frequently Asked Questions

How do I sync ConnectWise contacts to Microsoft 365?

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.

Does ConnectWise sync two-way with Outlook contacts?

Yes. CiraSync Hub supports two-way sync between ConnectWise and Microsoft 365, keeping records consistent in both directions.

Can I sync ConnectWise contacts to field technician smartphones?

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.

How is CiraSync different from ConnectWise's native integrations?

CiraSync specializes in automated contact and calendar distribution across Microsoft 365 and mobile devices. Where ConnectWise’s native tools focus on internal platform workflows, CiraSync ensures that data reaches smartphones and directory endpoints in real time.

Can I filter which ConnectWise contacts sync to which technicians?

Yes. CiraSync Hub includes field-level mapping and filtering controls, so administrators can define exactly which records sync and to which users or groups.

Is CiraSync secure for MSP client data?

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.

Does CiraSync sync contacts to mobile phones?

Yes. CiraSync syncs contacts into mailbox folders that appear in iPhone, Android, and Outlook mobile contacts.

soc2comliant
GDPR