ConnectWise Connector

Supported versions: Any version of ConnectWise Manage on ConnectWise.com and On-Premise Versions on 2019.3

Supported Synchronization Options: Accounts, Contact, Products, Invoices, Orders, Payments

Activating the ConnectWise Connector

The activation of the integration connector can be done from BSS Setup. For creating a new ConnectWise instance you must navigate to BSS > Setup > System Options > Systems Setup and select the Activate action for the ConnectWise connector. You will be asked to set a unique name for the new instance that will be created.

ConnectWise Settings

In order to use Integration Framework with ConnectWise, API keys must be generated.

Customizing and Testing the ConnectWise Connector

If you want to extend or amend the out-of-the-box functionality that is offered from our ConnectWise connector, you can do so from the "edit integration" page. The extensions you can do is to change the mapping between the interworks.cloud and ConnectWise entities, or to implement new push and pull methods that are not currently supported from our connector.

ConnectWise Supported push and pull methods

This page explains which are the Push and Pull methods supported by ConnectWise connector. Push are the methods where interworks.cloud platform sends information to ConnectWise  and pull are the methods where we get information from ConnectWise . For each method the data transformation schema is explained.


PushPull

CreateUpdateDeleteCreateUpdate
Account


Contact


Invoices




Orders




Products




Payments




Subscriptons




Synchronizing Subscriptions with ConnectWise

Subscriptions can be synchronized to ConnectWise as agreement additions. For this synchronization to work, the following steps must be followed:

  • Have an agreement per billing cycle and customer in your ConnectWise. If you are selling both monthly and annual subscriptions, you will need to create two agreements in ConnectWise for each new customer.

  • Link your BSS account with the ConnectWise agreements using the custom fields you need to create for this purpose.

  • Extend the ConnecWise additions by introducing new custom fields for keeping subscription details.

This preparation is necessary for our connector to be able automatically to create and update additions in ConneWise agreements for the subscriptions managed by our system.

Server Variables & Synchronization Lookups Mapping

This page contains the mapping of Server Variables and Synchronization Lookups to their corresponding fields in ConnectWise.