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changes.mady.by.user Apostolos Karakaxas

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New Version 3

changes.mady.by.user Alexandros Notas

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Comment: Relating changes made by IMP-2029

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titleAccount Entity

For BSS Account entities we support both push and pull methods.

Below table presents property mapping between BSS Account entity and ConnectWise Customer entity

Address.StateCode
Account (BSS entity)Company (ConnectWise entity)

Id

Identifier
NameName

ServerVariables
ImportStatus

Status
Lookup value
Type.IntegrationIdType		TypeIds
Address.Address1AddressLine1
Address.Address2AddressLine2
Address.CityCity
PreSynchronization
State Code taken from API according to state name		State
Address.PostCodeZip
PreSynchronization
Country ID taken from API according to country name		Country
PhonePhoneNumber
FaxFaxNumber
WebSiteWebSite
Contact.IntegrationIdDefaultContact
ParentAccount.IntegrationIdParentCompany
IntetgrationIdBillToCompany
Currency.IntegrationIdCurrency
CodeAccountNumber


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typeinfo

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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titleContact Entity

For BSS Contact entities we support only push and pull methods.

Below table presents property mapping between BSS Contact entity and ConnectWise Contact entity

Contact (BSS entity)Account (ConnectWise entity)

FirstName

FirstName
LastNameLastName

Account.IntegrationId

Company
JobTitleTitle

A 4 cell array containing the communication properties that are stored in BSS, Phone/Email/MobilePhone/Fax. In case of Push/Editing, a preSynchronization Action (OriginalData) fetches the Ids of these so that they can be properly matched and edited

CommunicationItems




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titleProduct Entity

For BSS Product entities we support only push method.

Below table presents property mapping between BSS Product entity and ConnectWise Product entity

Product (BSS entity)Product (ConnectWise entity)

Id

Identifier
NameDescription
IsEnabledIsActivatedInActiveInActiveFlag
LookUp
Unit.Type.Integration
ServerVariable(if above lookup do not exist)
ProductSubCategoryId		Sub Category
LookUp
ProductType.IntegrationId		Type
"Service"Product Class
NameCustomer Description
ServerVariable
ProductCategoryId		Category
SalesPricePrice
PurchasePriceCost
ServerVariable
UnitOfMeasure		Unit of measure
isTaxabletaxableFlag




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titleInvoice Entity

For BSS Invoice entities we support only push method.

Below table presents property mapping between BSS Invoice entity and ConnectWise Invoice entity

Invoice (BSS entity)Invoice (ConnectWise entity)

LookUp
Type.IntegrationId

Type
LookUp
Stage.IntegrationId		Status
Account.IntegrationIdCompany
BillingAccount.IntegrationIdBill To Company
LookUp
Currency.IntegrationId (Taken from BillingAccount)		Currency
DueDateDueDate
TotalAmountTotal
BalanceBalance


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titleInvoice Item Entity

For BSS Invoice item entities we support only push method.

Below table presents property mapping between BSS Invoice entity and ConnectWise Product Item entity

"Invoice"
Invoice Item(BSS entity)Product Item (ConnectWise entity)

Product.IntegrationId

Catalog Item
Invoice.IntegrationIdCharge to Id
Charge to type
QuantityQuantity
FinalPricePrice
CostPriceCost
ServerVariables
BillableOption		Billable Option
Invoice.IntegrationIdInvoice
IsTaxabletaxableFlag




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titleOrder Entity

For BSS Order entities we support only push method.

Below table presents property mapping between BSS Order entity and ConnectWise Invoice entity

Order (BSS entity)Order (ConnectWise entity)

Account.IntegrationId

Company
Contact.IntegrationIdContact
LookUp
Stage.IntegrationId		Status
OrderDateOrderDate
DueDateDueDate
Customer.IntegrationIdBill To Company
LookUp
Currency.IntegrationId (Taken from Customer)		Currency
ServerVariables
SalesRepId		SalesRep
List of product Ids taken from OrderItemsProductIds




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titleOrder Item Entity

For BSS Invoice item entities we support only push method.

Below table presents property mapping between BSS Invoice entity and ConnectWise Product Item entity

Invoice Item(BSS entity)Product Item (ConnectWise entity)

Product.IntegrationId

Catalog Item
Invoice.IntegrationIdCharge to Id
"SalesOrder"Charge to type
QuantityQuantity
FinalPricePrice
CostPriceCost
ServerVariables
BillableOption		Billable Option


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titlePayment Entity

For BSS Payments entities we support only push method.

Below table presents property mapping between BSS Payment entity and ConnectWise Invoice payment entity

Payment (BSS entity)Payment (ConnectWise entity)

Payment.Type.Name

Type
Invoice.IntegrationIdInvoiceTotal of all credit card payments processed for an invoice
Payment.AmountAmount
PaymentDatePaymentDate


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Payments
ConnectWise supports only one payment per invoice. Due to this restrictions for each invoice system will send all credit card payments as one on ConnectWiserestriction when a second payment is sent, for a specific invoice, the amount of that payment is added to the amount of the first payment.