---
title: 'Genius ERP + ConnectWise'
url: 'https://www.staging38.commercient.com/product/genius-erp-connectwise/'
date: '2026-06-19T10:24:20-04:00'
modified: '2026-06-19T10:24:20-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Genius ERP to ConnectWise, giving your team access to Genius 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 Genius ERP and ConnectWise, giving sales teams access to ERP customer, order, invoice and inventory data from inside ConnectWise. The integration supports customisable sync frequency and field mapping to match the specific needs of each sales team.

## What syncs

- Connect Genius ERP Quotes to ConnectWise Opportunities
- Sync Genius ERP Customers to ConnectWise Companies
- Display Genius ERP Invoices in ConnectWise
- Access Genius ERP Items and Inventory from ConnectWise
- Export ConnectWise Opportunities as Genius ERP Sales Orders
- Sync Genius ERP Sales Orders and Status Updates to ConnectWise

## Why Commercient

### Pricing and discount visibility

Sync Genius ERP Price Lists to ConnectWise so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align ConnectWise deal values and expected close dates with Genius ERP order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Genius 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 Genius 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.

## About Genius ERP

Genius ERP is a manufacturing ERP for custom, engineer-to-order and make-to-order manufacturers, managing engineering, estimating, production, purchasing and accounting.

## 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

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

Commercient can synchronise key Genius 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 Genius ERP Customers sync into ConnectWise Companies and Contacts?

Yes, Commercient can sync Genius 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 Genius ERP as Sales Orders?

Commercient can support connecting ConnectWise Opportunities back to Genius 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.

### How often does the Genius ERP and ConnectWise sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.