The main idea of synchronizing between Reseller Marketplace and ConnectWise is to allow a reseller to easily process order placement and invoicing within the two systems.
After the initial integration of ConnectWise with Reseller Marketplace, synchronization tasks are created for every existing active customer subscription. When a new subscription is provisioned or a change in a subscription occurs, a corresponding task is created for synchronization between Reseller Marketplace and ConnectWise. These tasks are created after clicking Check Changes to update a task list.
If no tasks were created after clicking Check Changes, orders that are no older than one month will be processed. If tasks exist, orders after the creation date of the last task will be processed.
Supported Subscription Synchronization Scenarios
Subscriptions with the following configurations are supported for synchronization between Reseller Marketplace and ConnectWise:
| Scenario | Order Type | Billing Model | Fee | Notes for Additions | Notes for Price Source Selected |
|---|---|---|---|---|---|
| New sale | Sales Order |
Charge Before Billing Period |
Plan Setup Resource Setup |
A one-time addition is created. |
Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the ConnectWise product catalog. |
| Plan Recurring | A new addition without a cancellation date and with a single quantity is created. |
Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the ConnectWise existing addition. If it absent, from the ConnectWise product catalog. |
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| Resource Recurring | A new addition without a cancellation date is created. |
Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the ConnectWise existing addition. If it absent, from the ConnectWise product catalog. |
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| Resource upsize and downsize | Change Order |
Charge Before Billing Period |
Resource Setup | A one-time addition is created. |
Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the ConnectWise product catalog. |
|
Resource Recurring |
A one-time prorate addition is created. If there is no existing addition, or its cancellation date is set, a new addition with the new price, new quantity and without cancellation date is created. The effective date is set to the start of the invoice period when the new product amount if effective. If there is an existing addition and its quantity is updated, no new recurring addition is created. For an existing addition that is effective for the current invoice period and without cancellation date:
|
For a prorate addition: Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the CBC order detail. For a new quantity addition: Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the ConnectWise existing addition. If it absent, from the ConnectWise product catalog. For an updated addition: Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the ConnectWise existing addition. If it absent, from the ConnectWise product catalog. |
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Resource Downgrade |
If there is no refund fee, a one-time prorate addition is created. If there is an existing addition and its cancellation date is set, a new addition with the new price, new quantity and without cancellation date is created. The effective date is set to the start of the invoice period when the new product amount if effective. If there is no existing addition, or only an existing addition quantity is updated, no new recurring addition is created. For an existing addition that is effective for the current invoice period and without cancellation date:
|
For a prorate addition: Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the CBC order detail. For a new quantity addition: Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the ConnectWise existing addition. If it absent, from the ConnectWise product catalog. For an updated addition: Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the ConnectWise existing addition. If it absent, from the ConnectWise product catalog. |
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| Usage-based subscription | Billing Order |
Charge After Billing Period (for example: Azure CSP 7.x, NS8) |
Resource Recurring Resource Overuse |
A one-time addition for each item with special pricing is created. |
Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the CBC order detail. |
|
Charge Using External Rating (for example: Azure NCE and Azure CSP 8.x) |
Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the CBC order detail. |
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| Subscription cancellation | Cancellation order | Charge Before Billing Period |
Resource Overuse |
A one-time addition that represents the resource overuse with special pricing is created. |
Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the CBC order detail. |
|
Cancellation |
A one-time addition that represents the cancellation fee is created. |
Cloud Marketplace: The price is received from the CBC order detail. ConnectWise: The price is received from the CBC order detail. |
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| Subscription resources that have Recurring price or Subscription recurring |
No addition is created. If an existing addition has the effective date before the calculated cancellation date (the end of the invoice period when a subscription is billed last time), the cancellation date of this addition is set. Otherwise, the existing addition is removed. This case may appear if the existing addition was created during the previous synchronization of the resource amount change. |
Cloud Marketplace: The price is received from the ConnectWise existing addition. ConnectWise: The price is received from the ConnectWise existing addition. |
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