For BSS Account entities we support both push and pull methods. Below table presents property mapping between BSS Account entity and ConnectWise Customer entity | Account (BSS entity) | Company (ConnectWise entity) |
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Id | Identifier | | Name | Name | ServerVariables
ImportStatus | Status | Lookup value
Type.IntegrationId | TypeIds | | Address.Address1 | AddressLine1 | | Address.Address2 | AddressLine2 | | Address.City | City | PreSynchronization
State Code taken from API according to state name | State | | Address.PostCode | Zip | PreSynchronization
Country ID taken from API according to country name | Country | | Phone | PhoneNumber | | Fax | FaxNumber | | WebSite | WebSite | | Contact.IntegrationId | DefaultContact | | ParentAccount.IntegrationId | ParentCompany | | IntetgrationId | BillToCompany | | Currency.IntegrationId | Currency | | Code | AccountNumber |
| Ui text box |
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| Address - ConnectWise accepts only one address and due to this restriction, only billing address is used for the synchronization
- On pull method the ConnectWise address is set automatically as billing Address
- ConnectWise accepts multiple Type Ids, but only one is stored in BSS. In case of pull, the first of many is saved back to BSS
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