Location and Contact Sync into ScopeStack from ConnectWise Companies
Desired Capability: Location and Contact Sync into ScopeStack from ConnectWise Companies
Goal: When adding Service Location for a scope, it was be amazing to have that data sync from ConnectWise (site). This would require an option to generate a new site that's not synced from CW if the project is to add a new site. Similar request for Primary Customer Contact. Can that be queued from CW as well?
Comments: 2
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28 Oct, '25
John HarrisHighlighted comment
I have another suggestion or alternative solution for this. We have the ability to select the ConnectWise Opportunity when creating a project and it will pull in the address from that opportunity. I appears as though it will also pull in the billing contact at the same time. I think it would be a lot more helpful if it pulled in either the primary contact for the customer or the contact selected for that specific opportunity. -
26 Aug, '25
PrescriptiveI agree it would be very helpful to be able to select sites and contacts from those entered in ConnectWise. However, I'm cautious of syncing everything. We have several large customers with 50+ sites and hundreds of contacts. I'm not sure I would want all of them to come over into ScopeStack. Not sure how that would work exactly.