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 |
| Rw ui textbox macro |
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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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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) |
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FirstName | FirstName | | LastName | LastName | Account.IntegrationId | Company | | JobTitle | Title | 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 |
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) |
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Id | Identifier | | Name | Description | | IsActivated | InActiveFlag | LookUp
Unit.Type.Integration
ServerVariable(if above lookup do not exist) ProductSubCategoryId | Sub Category | LookUp
ProductType.IntegrationId | Type | | "Service" | Product Class | | Name | Customer Description | ServerVariable
ProductCategoryId | Category | | SalesPrice | Price | | PurchasePrice | Cost | ServerVariable
UnitOfMeasure | Unit of measure | | isTaxable | taxableFlag |
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) |
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LookUp
Type.IntegrationId | Type | LookUp
Stage.IntegrationId | Status | | Account.IntegrationId | Company | | BillingAccount.IntegrationId | Bill To Company | LookUp
Currency.IntegrationId (Taken from BillingAccount) | Currency | | DueDate | DueDate | | TotalAmount | Total | | Balance | Balance |
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) |
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Product.IntegrationId | Catalog Item | | Quantity | Quantity | | FinalPrice | Price | | CostPrice | Cost | ServerVariables
BillableOption | Billable Option | | Invoice.IntegrationId | Invoice | | IsTaxable | taxableFlag |
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) |
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Account.IntegrationId | Company | | Contact.IntegrationId | Contact | LookUp
Stage.IntegrationId | Status | | OrderDate | OrderDate | | DueDate | DueDate | | Customer.IntegrationId | Bill To Company | LookUp
Currency.IntegrationId (Taken from Customer) | Currency | ServerVariables
SalesRepId | SalesRep |
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) |
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Product.IntegrationId | Catalog Item | | Invoice.IntegrationId | Charge to Id | | "SalesOrder" | Charge to type | | Quantity | Quantity | | FinalPrice | Price | | CostPrice | Cost | ServerVariables
BillableOption | Billable Option |
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) |
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Payment.Type.Name | Type | | Invoice.IntegrationId | Invoice | | Payment.Amount | Amount | | PaymentDate | PaymentDate |
| Rw ui textbox macro |
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| Payments
ConnectWise supports only one payment per invoice. Due to this restriction, when a second payment is sent for a specific invoice, the amount of that payment is added to the amount of the first payment. |
For BSS Subscription entities we support the push method only. The table below shows the property mapping between the BSS Subscription entity and ConnectWise Addition entity: | Addition (ConnectWise) | Subscription (BSS) |
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| Product name* | Product name | | Total quantity* | Quantity | | Less Included (is always equal to 0)* |
| | Unit Price | Final Unit Price | | Taxable (is inherited from product) |
| | Effective Date* | Start Date | | Cancelled Date | When the status is set to Cancelled | | Product Invoice Description (is filled in ConnectWise) |
| | Bill Customer* (is the first available value in the dropdown list) |
| Subscription Name (custom field) | Subscription Name | Subscription ID (custom field) | Subscription ID |
Fields with an asterisk * are required.
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