Sync Orders from ConnectWise into Membrain

As we continue to strengthen Membrain’s ERP integrations, the goal remains the same: bring critical commercial data out of back-office systems and into the sales workflow where it can actually support better decisions.

With this release, Orders from ConnectWise can now be synced directly into Membrain, giving sales teams access to accurate, up-to-date order information without manual entry or guesswork.

From order creation to sales insight. Automatically.

Once enabled, Orders created in ConnectWise are automatically synced to Membrain. Changes stay in sync, ensuring that what sales sees reflects what’s actually been sold.

This creates a clearer connection between:

• What has been ordered
• What’s happening in ongoing sales activities
• How accounts and opportunities are progressing

Instead of switching systems or relying on outdated snapshots, sales teams can work with real order data alongside their daily execution.

Why this matters

Order data is essential for understanding revenue, forecasting, and account health, but only if it’s visible where sales works.

By syncing Orders from ConnectWise into Membrain:

• Manual data entry is reduced
• Errors caused by stale or incomplete information are minimized
• Sales teams gain better visibility into what’s actually been sold
• Leaders can make decisions based on real commercial outcomes

This update is another step toward closing the gap between sales execution and financial reality and making Membrain the place where those worlds come together.

Need help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.