Does Willow Boards replace ConnectWise?
No, and it is not a migration. ConnectWise stays the system of record. Every project, ticket, note and hour lives there before and after. Willow Boards reads from it and writes back to it. The only things we keep are the ones ConnectWise has nowhere to put, like your board columns and dashboard layouts, so there is never a second copy of your data to reconcile.
Does it write back to ConnectWise, or is it read-only?
It writes. Status changes, project and ticket notes, time entries, milestones and schedule entries all land in ConnectWise. Every write passes a field allow-list, so only the field you actually edited can move, and each one is logged with who made it, when, from where and what changed. The one exception is AI, which reads and summarises but never writes.
What do we need on the ConnectWise side to connect?
An API member with a public and private key, plus your company ID and a client ID. You paste them once in Settings, and we test them against your instance before storing anything, so a wrong key fails at that moment. If your ConnectWise is on a different host or region, you can point us at your own URL.
Will time and notes land under the right engineer?
Yes. Map each person to their ConnectWise member and their entries post under that member. Anyone who adds their personal ConnectWise My Account keys goes further still, and their writes authenticate as them, so the audit trail inside ConnectWise names the actual human who did the work.
Who needs a licence?
Anyone who signs in. Sign-in runs through Microsoft, so it is your existing accounts with your MFA and conditional-access policies already applied. Admins, project managers and engineers each see a different amount of the product, and the server enforces those permissions, not just the interface.
How long does it take to get running?
One session. Connect ConnectWise, pick which statuses and work types you actually use, invite your team, and the portfolio is populated from your live data. There is nothing to import and no historical clean-up to do first. Boards, templates and report branding can be shaped afterwards, while people are already using it.
What does it cost?
We are not publishing pricing while the beta is closed. The MSPs onboarding now are helping set it, and it would be dishonest to post a number we intend to revise. You will see the price before anyone asks you for it.
What happens to our data if we stop?
Your ConnectWise is untouched, because it was always the record. On your word we delete the workspace outright: every stored row and your vaulted credentials go with it.
How is our ConnectWise access protected?
Sign-in through Microsoft, credentials in an isolated vault that no browser ever sees, workspaces separated at the storage layer, not by a query filter someone could forget, every write on the record, and support access that is read-only and expires by itself. The full write-up — data handling, retention, subprocessors and incident response — is on the security page.
The list
The answer
