Important: For information on Autotask integration, please refer to CloudBlue Commerce version 21.0.
ConnectWise is one of the Professional Services Automation (PSA) systems that can be integrated with Reseller Marketplace to optimize the process of purchasing services and propagating these transactions to ConnectWise.
With the ConnectWise integration, the following scenarios are now supported:
-
Accessing ConnectWise from UX1 for Resellers
Note: This feature is available from PSA Integration version 2.0.
- Synchronizing between Reseller Marketplace and ConnectWise, including:
- New subscriptions
- Existing subscriptions
- Usage-based services
- Reconciling customers' subscriptions
- Importing customers to Reseller Marketplace from ConnectWise
- Accessing Reseller Marketplace from ConnectWise.
Known limitations:
- It is not possible to place orders from ConnectWise. Use Reseller Marketplace to place an order.
- During subscription reconciliation, it is possible to select the billing period even if it was invoiced in ConnectWise.
- During subscription reconciliation, additions are created without proration.
- ConnectWise integration is not supported under the provider account.
- PSA branding (skins, and so on) is not supported.