---
title: 'Sage BusinessWorks + ConnectWise'
url: 'https://www.staging38.commercient.com/product/sage-businessworks-connectwise/'
date: '2026-06-19T11:05:26-04:00'
modified: '2026-06-19T11:05:26-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage BusinessWorks to ConnectWise, giving your team access to Sage BusinessWorks 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 Sage BusinessWorks and ConnectWise, giving sales teams access to ERP customer, order, invoice and inventory data from inside ConnectWise. The connection also allows ConnectWise Opportunities to flow into Sage BusinessWorks as Sales Orders when the CRM-to-ERP workflow is included in project scope.

## What syncs

- Access Sage BusinessWorks Price Lists from ConnectWise
- Sync Sage BusinessWorks Credit Memos to ConnectWise
- Import ConnectWise Contacts as Sage BusinessWorks Customer Contacts
- Connect Sage BusinessWorks Quotes to ConnectWise Opportunities
- Sync Sage BusinessWorks Customers to ConnectWise Companies
- Display Sage BusinessWorks AR Invoices in ConnectWise

## Why Commercient

### Pricing and discount visibility

Sync Sage BusinessWorks 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 Sage BusinessWorks order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Sage BusinessWorks 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 Sage BusinessWorks 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 Sage BusinessWorks

Sage BusinessWorks is accounting software for small and medium businesses, managing general ledger, accounts payable, accounts receivable, payroll and inventory.

## 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 Commercient support dashboards or reporting from Sage BusinessWorks data in ConnectWise?

Commercient can support surfacing Sage BusinessWorks data inside ConnectWise views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Sage BusinessWorks and ConnectWise integration scoped and implemented?

Commercient scopes each integration project based on the customer's Sage BusinessWorks and ConnectWise configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Sage BusinessWorks Sales Orders history sync to ConnectWise account records?

Yes, Commercient can sync Sage BusinessWorks 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 Sage BusinessWorks 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 Sage BusinessWorks and ConnectWise?

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