Does ConnectWise Automate integrate with ConnectWise PSA?

Sync depth, webhook support, known API limits and setup order for the ConnectWise Automate + ConnectWise PSA pairing.

Compatibility index
82/100

First-party deep integration (Verified)

Native integration
API depth: grades C / BMulti-tenancy: 4/5 and 4/5Webhook events: polling required

Data flow diagram

How records move between the two systems once the integration is enabled.

CO
ConnectWise Automate
RMM
API C
AlertsConnectWise Automate ConnectWise PSA
Devices / assetsConnectWise Automate ConnectWise PSA
TicketsConnectWise PSA ConnectWise Automate
Time & billingConnectWise PSA ConnectWise Automate
CO
ConnectWise PSA
PSA
API B

Integration checklist

  • Bidirectional ticket / alert sync

    Alerts raise tickets and status changes flow back without middleware.

  • Asset / device mapping

    Devices match to client records automatically after the initial mapping pass.

  • Alert escalation rules

    Escalation logic has to live in one system; expect duplicated rule sets.

  • Billing reconciliation

    Neither product owns billing — reconcile through your billing/PSA layer.

  • Webhook / event support

    Polling required — API grades C and B limit real-time events.

Common bottlenecks & caveats

  • API rate limits on ConnectWise Automate cause sync lag on tenants above ~1,000 endpoints.
  • Seat minimums apply (ConnectWise Automate: 100, ConnectWise PSA: 1) — small tenants pay for unused units.
  • Field mapping is not retroactive: records created before the integration is enabled usually need a one-time backfill.