---
title: 'Agility ERP + ConnectWise'
url: 'https://www.staging38.commercient.com/product/agility-erp-connectwise/'
date: '2026-06-19T09:56:39-04:00'
modified: '2026-06-19T09:56:39-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Agility ERP to ConnectWise, giving your team access to Agility ERP data directly within ConnectWise. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Agility ERP and ConnectWise, giving sales teams access to ERP customer, order, invoice and inventory data from inside ConnectWise. This gives finance and sales teams shared visibility into account status, combining ConnectWise pipeline data with Agility ERP transactional records.

## What syncs

- Import ConnectWise Contacts as Agility ERP Customer Contacts
- Connect Agility ERP Quotes to ConnectWise Opportunities
- Sync Agility ERP Customers to ConnectWise Companies
- Display Agility ERP Invoices in ConnectWise
- Access Agility ERP Items and Inventory from ConnectWise
- Export ConnectWise Opportunities as Agility ERP Sales Orders

## Why Commercient

### Credit and order limit visibility

Sync Agility ERP customer credit status and order limits to ConnectWise so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Agility ERP Customers account assignments to ConnectWise Companies so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

### Upsell and cross-sell visibility

Access Agility ERP purchase history and product usage data in ConnectWise so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

Sync Agility ERP customer region and territory data to ConnectWise so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

## About Agility ERP

Agility ERP is a distribution-focused ERP system for building material dealers and home improvement distributors, managing orders, inventory, pricing and customer accounts.

## About ConnectWise

ConnectWise is a business management platform for technology solution providers, managing CRM, ticketing, project management, time tracking, billing and service delivery.

## Frequently asked questions

### Can Agility ERP Sales Orders history sync to ConnectWise account records?

Yes, Commercient can sync Agility ERP Sales Orders history to ConnectWise Companies records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both Agility ERP and ConnectWise?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Agility ERP and ConnectWise?

Commercient can synchronise key Agility ERP ERP data with ConnectWise, such as Customers, Contacts, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Agility ERP Customers sync into ConnectWise Companies and Contacts?

Yes, Commercient can sync Agility ERP Customers into ConnectWise as Companies and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can ConnectWise Opportunities be connected back to Agility ERP as Sales Orders?

Commercient can support connecting ConnectWise Opportunities back to Agility ERP as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.