ConnectWise Integration

Integrate ScopeStack's CPQ with ConnectWise

Unite ConnectWise PSA with ScopeStack's specialized CPQ to streamline your entire MSP workflow. From opportunity to project completion, eliminate manual processes and accelerate your service delivery.

Build a seamless quote-to-cash workflow for your MSP

Bi-directional data sync

Automatically sync opportunities, companies, and contacts between ConnectWise and ScopeStack. When your team updates a record in either system, the changes reflect instantly across both platforms, ensuring everyone works with current information.

Convert opportunities instantly

Transform ConnectWise opportunities into detailed, professional quotes with a single click. ScopeStack pulls all relevant data from your PSA, applies your pricing rules, and generates comprehensive SOWs that win deals faster.

Automate project setup

When quotes are approved in ScopeStack, automatically create projects in ConnectWise Manage with all tasks, phases, and budgets pre-configured. Your delivery team can start work immediately with everything they need already in place.

Eliminate manual work between sales and delivery

Stop wasting hours re-entering data from quotes into projects. The ScopeStack ↔ ConnectWise integration ensures every detail from your SOW flows seamlessly into project execution, maintaining accuracy while saving valuable time.

Your team can focus on delivering exceptional service instead of wrestling with administrative tasks and data inconsistencies.

Automatic project creation
Task and phase mapping
Budget synchronization
Resource allocation

Gain complete financial visibility across your MSP

Track profitability from quote to project completion with real-time financial data flowing between ScopeStack and ConnectWise.

Monitor project margins, compare estimated vs. actual hours, and identify opportunities to improve profitability. With integrated reporting, you'll have the insights needed to make data-driven decisions that grow your business.

Margin tracking

Real-time project profitability

Time analysis

Estimated vs. actual comparison

Growth insights

Data-driven business decisions

Standardization benefits:

Consistent pricing

Apply standard rates across all quotes

Repeatable processes

Scale your operations efficiently

Quality assurance

Deliver consistent service excellence

Standardize your service delivery with proven templates

Leverage ScopeStack's extensive library of MSP-specific templates that map perfectly to ConnectWise project types. Whether it's a security assessment, cloud migration, or network refresh, create consistent, profitable projects every time.

Your techs know exactly what to deliver, and clients receive predictable, high-quality outcomes that build trust and drive referrals.

Scale your MSP with confidence

The ConnectWise and ScopeStack integration grows with your business, supporting everything from small break-fix projects to enterprise-wide transformations.

Perfect for:

Growing MSPs

Streamline operations as you scale

IT service providers

Manage complex project portfolios

Solution providers

Deliver enterprise-grade services

As your client base expands and service offerings mature, maintain operational excellence without adding administrative overhead. The integration handles the complexity behind the scenes, so you can focus on strategic growth.

Join hundreds of MSPs who've transformed their operations with ConnectWise and ScopeStack.

Ready to supercharge your ConnectWise PSA?

Connect ConnectWise and ScopeStack today to transform your MSP operations