Project / Delivered
Integration & custom connector
Internal sync of client records, folder structures, and documents from ConnectWise (PSA) into SharePoint Online, for consistent record-keeping across the support and delivery sides of the business.
- Status
- Delivered
- Group
- Internal
- Stack
- Power Platform (custom connector), Power Automate, SharePoint Online, ConnectWise PSA, OpenAPI v3
- Repo
- Previous employer — private (Azure DevOps)
- Related writing
- Internal only (previous employer)
Architecture
- Started from ConnectWise's published OpenAPI v3 spec — the documentation had errors; cleaned the spec, corrected the documentation, and imported into a Power Platform custom connector.
- Added /All variants at the connector definition layer to handle ConnectWise's 25-record page limit. Consumers get the full result set in one call instead of implementing pagination in every flow that uses the connector.
- Sync flows built on Power Automate, consuming the custom connector for all ConnectWise reads — centralising the pagination logic so it only exists once.
Evidence
- Custom connector built from a corrected OpenAPI v3 spec — documentation errors fixed at source.
- /All variants remove pagination complexity from consuming flows.
- Internal client records consistent between ConnectWise PSA and SharePoint Online.
- Custom connector reusable for any future ConnectWise integration.