ConnectWise Connector for Billing Integration

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interworks.cloud in collaboration with ApplicationLink, a trusted integration provider for MSPs, has developed a sophisticated connector that seamlessly integrates the interworks.cloud platform with ConnectWise. This integration enables automatic synchronization of billing information from the interworks.cloud portal to your ConnectWise Manage environment, streamlining your invoicing process and minimizing manual errors.

 

By using the integration, you can:

  • Save time and resources by dynamically retrieving billing data from the BSS automatically

  • Ensure the accuracy and consistency of your billing information across both platforms

  • Manage your recurring services, agreements, and products more efficiently

  • Generate invoices and reports in ConnectWise based on the latest billing data from your BSS

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How It Works


The connector has been developed using the ApplicationLink platform, serving as a middleware that bridges our platform and ConnectWise:

  1. Select the Desired Month: Choose the desired month from a convenient pulldown menu. Then, the ApplicationLink platform will seamlessly retrieve the current billing information from the interworks.cloud platform. This information encompasses all the recurring services purchased within a specified period.

  2. Clear Overview: The retrieved invoice data is neatly presented in a spreadsheet/grid format, providing a clear and easy-to-understand overview.

  3. Initial Setup: When using the connector for the first time, it’s essential to establish links between customers, agreements, and products. These links are automatically created on every line of the grid. Fortunately, this mapping process between interworks.cloud and ConnectWise only needs to be done once. The connector remembers these associations for future use (such as next month’s invoice).

  4. Dynamic Creation in Connectwise: If a customer, agreement, or product is not yet available in ConnectWise, you can directly create it from the connector interface.

  5. Validation and Updates: The connector performs a crucial validation step, comparing billing information from interworks.cloud against the existing ConnectWise agreements. If any mismatches are found, you have the flexibility to update the quantity of a product.

  6. Review and Approval: Before applying any changes to ConnectWise, carefully review and approve them. This ensures accuracy and consistency.

  7. Generate Invoices and Reports: Finally, leverage the updated billing information to generate invoices and reports within the ConnectWise environment.

In summary, the connector streamlines the entire process, ensuring seamless communication and efficient management of billing data between platforms.

How to Set It Up


If you’re interested in using the ConnectWise connector, please reach out to your Customer Success Manager to kick off the process. Your onboarding will be handled by the experienced ApplicationLink team, who have years of expertise working with ConnectWise users.

Please note the corresponding names of BSS fields in ApplicationLink, shown in the table below:

BSS

ApplicationLink

BSS

ApplicationLink

End Customer

Customer

Subscription ID

Contract ID

Product

Product

Billing Plan

Billing Period

Billing Cycle (monthly, annual)

Commitment Period

Quantity

Units

Unit Cost

Cost

Date of new charge or change was realized (i.e. increase/decrease qty, cancel, .etc)

Effective Date