Before integrating between Reseller Marketplace and ConnectWise, we recommend you to get acquainted with the following terms and procedures.
Steps to Get Started
The following main steps a reseller is required to do to get started with the ConnectWise Integration service:
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Set up ConnectWise API Credentials: The Reseller Marketplace communicates with ConnectWise through API. Therefore, you need to set up required API credentials using these instructions.
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Set up ConnectWise Integration: At this step, you need to log in and integrate ConnectWise with Reseller Marketplace using these instructions.
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Synchronize: Now, you need to synchronize orders and subscriptions between Reseller Marketplace and ConnectWise using these instructions.
Important: Several subscriptions can be synchronized with one agreement; one subscription cannot be synchronized with several agreements.
About Mappings
To ensure that there are no mismatches, all subscriptions and agreements are updated, and all changes happened in Reseller Marketplace are synchronized with ConnectWise, the objects in the both systems must be mapped. That is, Reseller Marketplace Product Catalog, Customer Catalog, Order and Subscription must be mapped with the respective ConnectWise objects: Product Catalog, Company, and Agreement.
There are three ways to map your customers between Reseller Marketplace and ConnectWise, and two ways to map your products between Reseller Marketplace and ConnectWise. Orders and subscriptions are mapped during subscription synchronization process.
Note: You can also create a ConnectWise product during synchronization process.