This article describes the steps of how to set billing/invoicing integration with ConnectWise system.

About ConnectWise integration

ConnectWise is a business management and professions services automation (PSA) platform. 

The new integration (v2) introduces the following enhancements:

  • Quick and easy integration within a streamlined interface
  • Mapping end-user accounts between CONTROL PANEL and ConnectWise
  • Ability to export user lists with enabled services
  • Automated daily data exports
  • Ability to send regular end-user communication

ConnectWise integration set up

To start the integration: go to CONTROL PANEL > Integration > ConnectWise> Get started with ConnectWise. The system will start the ConnectWise integration wizard.

Step 1: Credentials

  1. Enter your ConnectWise Site and Company ID - credentials, that are used to log in to ConnectWise.
  2. Enter Public API key and Private API key of the API member.
    To create these keys, open your ConnectWise, navigate to System > Members > API Members,  click an API member or create a new one. Open API keys tab.
  3.  Click Next

Notes: 

  • The private API key is only available at the time the key is created
  • Your API member should have Admin Role ID for successful integration

Step 2: Settings

  1. Select a radio button next to the appropriate type of export.
  2. Choose data for export:
    • products (SKUs) - each resold SKU from plans of your customers' accounts will be exported as ConnectWise products. 
      Appropriate ConnectWise agreements additions will be updated according to your customer account usage information.
    • product quantity - quantities of resold SKUs in appropriate ConnectWise agreements additions will be updated
    • product cost - costs of resold products and costs in appropriate ConnectWise agreements additions will be updated.
      Cost is a price of SKU, which you pay to us. Costs will be taken from plans of your customer accounts
    • product price (retail) - prices in  ConnectWise agreements additions will be updated.
      Retail price is a price of SKU, which your customer pays to you. Prices will be taken from the Retail pricing page (CONTROL PANEL > Products&Pricing > Retail pricing)
    • list of users -csv file with account users and enabled services will be exported in the appropriate ConnectWise agreement.
  3. Click Next

Note: if Daily auto export is enabled, the system will export data in ConnectWise every day automatically.

Step 3: Mapping

  1. Map customer accounts to ConnectWise companies and agreements. You can export data in existing ConnectWise companies and agreements or create a new one.
    Use Suggestions feature to help you to find relevant ConnectWise companies for each customer account. When you select the button, the system will show you the best match customer account names to ConnectWise company IDs. An icon will appear in any row containing auto-suggested companies.
  2. Select Partner Portal accounts you want to export. Only data of accounts with a check mark in the Export column will be exported in ConnectWise.
  3. Click Finish.

Note: Suggestions feature does not work with mapped accounts.

ConnectWise Integration Management

You can manage ConnectWise Integration by going to: CONTROL PANEL > Integration > ConnectWise> Settings.

  1. The page contains the following information:
    • Next scheduled export information (if Daily auto export is enabled).
    • Last export information (if export has ever been done): general export statistics and link to the detailed export log.
  2. You can start export immediately by clicking start export now link.
  3. You can change your account mapping settings.
    To do so, click Account mapping tab.
    Note: be careful with unmapping and remapping. All exported data can be deleted from ConnectWise only by you, not automatically.     
  4. You can change your export settings.
    To do so, open Settings tab.  

Disable ConnectWise Integration

You can disable ConnectWise Integration by going to CONTROL PANEL > Integration > Disable ConnectWise> Settings > Disable ConnectWise.

Note: disabling doesn't mean deleting data from ConnectWise. All exported data will not be removed from ConnectWise.