Mapping Customers and Products

On the Mapping screen, you can map your customers and products between Reseller Marketplace and ConnectWise.

Mapping Customers

There are three ways to link your customers between Reseller Marketplace and ConnectWise:

• Through the subscription synchronization wizard, during subscription synchronizing.
• Through the customer import wizard, automatically.
• Through the Mapping screen.

To link your customers using the Mapping screen, complete the following steps:

1. In your UX1 for Resellers, click Integrations.
2. On the ConnectWise tile, click Manage to enter your dashboard.

3. On the dashboard, click the gear icon and select Mapping.

   

4. In the Customers tab of the Mapping screen, select a customer you want to link from a drop-down box.

   Note: Select Show only unmapped to filter out only unmapped customers.

   

You can unlink a customer by selecting them and clicking Unmap.

Mapping Products

There are two ways to link your products between Reseller Marketplace and ConnectWise:

• Through the subscription synchronization wizard, during subscription synchronizing.
• Through the Mapping screen.

To link your products using the Mapping screen, complete the following steps:

1. In your UX1 for Resellers, click Integrations.
2. On the ConnectWise tile, click Manage to enter your dashboard.

3. On the dashboard, click the gear icon and select Mapping.

   

4. In the Products tab of the Mapping screen, select a product you want to link from a drop-down box.

   

You can unlink a product by selecting it and clicking Unmap.

Also, in the Fee Mapping pane, you can map a Cancellation Fee with a product before their synchronization.