Try it on your ConnectWise PSA data and decide what is written back
Connecting on its own changes nothing in ConnectWise.
For the free trial: card up front. We email you the exact amount three days before the first charge, and you can cancel anytime during the trial.
What does Current add to ConnectWise PSA?
Current is a CRM and project delivery platform that runs on top of ConnectWise PSA instead of replacing it. It reads your ConnectWise companies, agreements, opportunities, projects, tickets and time, then adds pipeline, dependency-aware scheduling, business reviews and dashboards, and writes the work your team allows back to ConnectWise.
The PSA stays the system of record. It just stops being the place everyone has to live all day.
What syncs with ConnectWise PSA
Each row is a ConnectWise record type, which way it moves, and who wins when both sides change it.
| ConnectWise PSA record | Direction | What moves |
|---|---|---|
| Companies | DirectionTwo-way | What movesPulled into Current. With CRM write mode on, edits to a linked company go back; the company name and status stay ConnectWise's. |
| Contacts | DirectionTwo-way | What movesPulled into Current, and created or updated in ConnectWise when CRM write mode is on. |
| Opportunities | DirectionTwo-way | What movesConnectWise opportunities land in your Current pipeline, and status and stage moves go both ways. |
| Projects, phases and project tickets | DirectionTwo-way | What movesProject tickets become tasks in Current. Dates, status, assignments, new tasks and task notes go back to ConnectWise. |
| Service tickets | DirectionTwo-way | What movesTicket history is read for account insight and reviews; dates, status and notes are written back. |
| Time entries | DirectionTwo-way | What movesTime logged in Current is written to ConnectWise on the member's behalf; ConnectWise time is read in for profitability. |
| Agreements and additions | DirectionRead into Current | What movesFeed monthly recurring revenue and coverage. The one write is an addition's quantity or price, when a workspace admin changes it from Current. |
| Invoicing | DirectionRead into Current | What movesWhether a project has been invoiced, for commission statements. Never written. |
| Members | DirectionRead into Current | What movesYour staff roster, matched to Current users by email. |
| Service surveys (CSAT) | DirectionRead into Current | What movesConnectWise's own survey results feed company health and business reviews. A tenant admin can turn this off. |
| Schedule entries and holidays | DirectionRead into Current | What movesOptional. Time off and company holidays, so timelines skip days nobody is working. |
What ConnectWise PSA stays in charge of
ConnectWise PSA stays the source of truth for tickets, time, billing and financials. Current works on top of it and never replaces it.
Connect ConnectWise PSA in 5 steps
A tenant admin connects ConnectWise PSA once, from Settings, Integrations. You do not need a ConnectWise Developer Network account: the integration Client ID ConnectWise requires is Current's own, and Current sends it on every call.
Step 1: Build a security role for Current
In ConnectWise, go to System, Security Roles and add a role such as Current API. Grant Inquire: All on what Current reads (companies, contacts, opportunities, projects, service tickets, time entries, agreements, members and table setup), and Add or Edit: All where you let Current write. Use All, never My: an API Member owns none of the records it reads.
Step 2: Create the API Member
Go to System, Members, the API Members tab, add a member and assign the Current role. API Members cannot sign in to the interface and do not use a license seat.
Step 3: Create the API key pair
On the API Member, create a public and private key pair. ConnectWise shows the private key once, so copy it into a password manager.
Step 4: Note your site and company ID
The site is the host you sign in at, such as na.myconnectwise.net. The company ID is what your team types in the Company field on the ConnectWise login screen. On your own server, note the server's address instead.
Step 5: Connect in Current and start the first pull
Open Settings, Integrations, ConnectWise PSA, choose Cloud or On-premise, and enter the site (or server address), company ID, public key and private key. Run the test, then start the first pull.
Connect ConnectWise PSA in your trial
For the free trial: card up front. We email you the exact amount three days before the first charge, and you can cancel anytime during the trial.
What you get on day one with your ConnectWise PSA data
Start a trial, connect ConnectWise PSA, and these modules fill from the records it already holds. Every module is included in the seat: one module or all of them, same price.
Sell
CRM + pipeline, Whitespace, Campaigns + sequences, Commissions
Deliver
Projects, Roadmaps, Time + timesheets
Support
Client portal
Run the business
Billing + finance
Grow accounts
QBR + SBR, Customer success, Dashboards, Reporting
The Service Desk and Dispatch are in Beta and switched on for a workspace by Current's team on request.
Quoting tools that work with ConnectWise PSA
Won quotes land in Current's Won quotes list, and a wizard turns each into a ConnectWise project with its products.
- ConnectWise CPQ (formerly ConnectWise Sell): Current polls for won quotes, builds the project, tasks and one-time products in ConnectWise PSA, and moves the opportunity to your Converted status.
Limits of the ConnectWise PSA connection
What to know before you connect.
- ConnectWise often answers a request outside the API Member's role with a plain not-found, so an under-permissioned role can leave an area empty after a sync that looked fine. Sync health names the gaps it can detect.
- The permission line for time off and holidays has a different name between ConnectWise versions. Without it the sync still runs and skips them, and you can add holidays in Current.
- The private key is shown once. If it is lost, create a new key pair and paste it into Current.
The questions MSPs ask first.
Does Current replace ConnectWise PSA?+−
No. Current is not a PSA. ConnectWise keeps tickets, agreements, time and billing, and Current adds the CRM, dependency-aware project scheduling, business reviews and dashboards on top, with a two-way sync between the two.
Does Current work with on-premise ConnectWise?+−
Yes. The ConnectWise connector has a Cloud or On-premise choice. An on-premise server must be reachable from the internet over HTTPS, run ConnectWise PSA 2020.2 or later, and use a certificate from a public certificate authority. Current has no fixed IP address to allowlist.
Does Current write to ConnectWise billing?+−
Current never creates or changes an invoice. It writes time entries for your members, the products of a won quote you convert, and, only when a workspace admin changes it from Current, an agreement addition's quantity or price.
Do I need a ConnectWise Developer Network account or Client ID?+−
No. ConnectWise requires an integration Client ID on every API call, and that ID belongs to Current. Current sends it for you, so the connect screen asks only for your site, company ID and API Member key pair.
What permissions does the ConnectWise API Member need?+−
A dedicated security role with Inquire: All on what Current reads, such as companies, contacts, opportunities, projects, service tickets, time entries, agreements, members and table setup, and Add or Edit: All where you let Current write. Every level is All, never My.
How often does Current sync with ConnectWise?+−
Every 5 minutes. Each pass asks ConnectWise only for records updated since the last one, and the writes you make in Current go out as they happen.
See Current on a real book of business.
The demo walks through the pipeline, the dependency engine, the AI briefs, and how time flows straight into your PSA billing.