Integrate ConnectWise PSA with your applications

Managed service providers (MSPs) and cloud service providers (CSPs) can automate the flow of information between ConnectWise and your accounting software.

Provide excellent customer service and ensure billing is correct

Keep financial information in sync
Automate billing transactions, customer updates

Drive new business and add new product offerings

Offer customers a complete solution to integrate their applications
Complement your current offerings with an integration solution

Integration templates

Configure ConnectWise Web Portal users

FEATURES

  • Automatically enable ConnectWise Portal access for all customers who have active agreements
  • Portal access determined by ConnectWise contact type, of if user is the primary or billing contact
  • List all companies in ConnectWise that have active agreements to be filtered by contacts who do not have portal passwords set
  • Assign “Admin Contact”, “Technical Contact” and “Billing Contact” in Portal Security; other contacts are assigned as “User”
  • Any contact which does not have a password set automatically assigned a new encrypted password. Flowgear handles the encryption and updates the ConnectWise database

REPORTS

  • Simulation report: Portal access can be simulated and a report is generated showing the password and portal access that would be generated

BENEFITS

  • Automatically enable ConnectWise portal access for customers who have active agreements

Sage invoice and credit notes creation with multi-currency support

FEATURES

  • Prepare and create invoices and credit notes in Sage Evolution
  • Enumerate ConnectWise invoices and credit notes
  • Create / update customers in Sage Evolution
  • Process invoices and credit notes only with positive or zero header totals
  • Verify Sage Evolution account number has a multi-currency suffix if invoice / credit note is not in functional currency
  • Update the Sage Evolution company with the latest exchange rates (from http://openexchangerates.org)

REPORTS

  • Reconciliation in Excel of approved and closed invoices between Sage Evolution and ConnectWise for last 90 days from a specified date
  • Analysis of sales by customer: Excel reporting showing revenue per customer per business unit (line of business obtained via GL sales accounts)
    • Select all customer, or a specific customer
    • Option to limit the business units at report run time

BENEFITS

  • Allows the account management team to plan quarterly business reviews with customers
  • Plan upsell and cross-sell campaigns
  • Check for zero totals avoids creating unnecessary support invoices
  • Schedule sending of original invoices and credit notes from ConnectWise, and statements from Sage Evolution

Sage payments and credit note allocations into ConnectWise

FEATURES

  • Synchronize payment and credit note allocations between ConnectWise and Sage Evolution
  • Handle partially applied documents
  • Set payment dates on ConnectWise invoice list for invoices paid in full
  • Add or remove invoices, credit notes, and payments on ConnectWise Ignore list
  • Mark invoices on ConnectWise Ignored list as fully paid
  • Allow for the creation of partial payments against documents in ConnectWise

BENEFITS

  • Manage your collection process, credit notes and write-offs in Sage Evolution

 

Related Connectors

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About ConnectWise

ConnectWise is the leading business management platform for companies that sell, service, and support technology. The platform fully integrates business-process automation, help desk, customer service, sales, marketing, project management, and business analytics.