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 |
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 |
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. |
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