Ready-to-use SQL scripts for ConnectWise PSA: mass updates, client portal security, data cleanup and reporting queries.
Updated October 2026: moving from on-premise ConnectWise to the cloud? Direct SQL access works differently there. See Moving ConnectWise to the Cloud Without Losing SQL Access for what changes and how to get it back. There are several guides out there for setting up an API-based connection to your ConnectWise Manage/PSA data in Power BI. […]
If you’ve been using ConnectWise for a while, likely your invoice needs have changed over time. When I’m implementing a custom invoice template for a client, I’m often asked to help figure out which templates are actually used and how often. Then, when I build the NexNow template, we’ll usually try and consolidate things to […]
Clients often ask me if there’s a way to build a report that looks back on service board statistics over time. While some more complex questions will require either building your own historical database or paying for a 3rd party tool like Cognition 360 to do it for you, we can do quite a lot […]
I put together a quick SQL query a couple of weeks ago to share my list of ConnectWise Manage types/subtypes/items with a client. Yesterday, someone asked for the same thing in the CW forums so I thought I’d put together a quick blog post for anyone else out there searching for a way to build […]
At NexNow, we’ll often get requests for custom invoice templates that display things in a way that’s a bit outside the box. One client did a lot of agreement bundling and some child agreements needed to have their titles and products show on the invoice. Since ConnectWise doesn’t allow us to specifically call out child agreements when […]
Have you ever wanted to find out how big certain tables in your ConnectWise database are?
Here is a simple script to show you the top tables in your database, and as well as their true size.
In the past, we shared some handy scripts that help you manage your ConnectWise client portal access using SQL directly. But with CW Version 2016.3, the schema changed. Here are the updated scripts that will reflect these changes.
6 Dec 2012: I’ve updated the Client Distance Calculator for ConnectWise. Check out the most recent post on this topic and download the latest version of the calculator. I recently wrote about how ConnectWise allows you to set up standard mileage expense reimbursements for your client sites. The idea is that you calculate the distance between your […]
As a follow up to my recent post managing document security in ConnectWise and in response to a reader comment, here’s a SQL script you can use to retrieve a list of documents stored within ConnectWise that are attached to service or project tickets, are marked as public, and weren’t automatically added to a ticket by […]
Update Notice: If you are using ConnectWise version 2016.3 or later, the schema has changed. Check out this updated post for the changes. As an follow up to the article I wrote in November about setting ConnectWise client portal passwords using SQL, here are several more ConnectWise client portal security SQL scripts that automate some […]