Synchronizing Existing Subscriptions

To synchronize customer subscriptions that were upgraded or downgraded between Reseller Marketplace and ConnectWise, complete the following steps:

1. In your UX1 for Resellers, click Integrations.

   

2. On the dashboard, click Check Changes to update the list of tasks.

   

3. Select a synchronization task for your customer with the Change order type. Click Sync Changes.

   Note: The Change order type means that the existing subscription is upgraded or downgraded. The Sales order type means that a subscription is new. The Billing order type means that this is an existing usage-based subscription. The Cancellation order type means that this subscription is canceled.

4. On this step, select an Agreement. Then, check changes to the Agreement.

   The Agreement Additions represent a separate fee that is charged in the scope of the Agreement.

   You can select Additions and configure their parameters, such as dates, description, quantity, price, and cost, as well as whether to include bills and taxes and load prices from the ConnectWise or Reseller Marketplace.

   Prorated Billing Amount

   The Agreement may have a prorated billing amount.

   Important: Prorated amounts are calculated only for Reseller Marketplace prices.

   • The system calculates a prorated amount for an addition based on the effective date of the addition when the effective date differs from the billing period start date.
   • The prorated price is calculated as: [(# of days in the period - Effective date) * Resource Price] / (# of days in the period).
   • The prorated cost is calculated as: [(# of days in the period - Effective date)* Resource Cost] / (# of days in the period).

5. To include a prorated agreement, click Add separate agreement for proration. There is no option to add a prorated agreement for change orders that are not prorated.

6. From the drop-down menu, select the type of agreement required.

7. To cancel a prorated agreement, select Cancel separate agreement for proration.

   Important:
   If you cancel a prorated agreement, all prorated additions will be moved to the base agreement.
   

8. Click Edit to configure the parameters of the agreement, such as dates, description, quantity, price, and cost, as well as whether to include bills and taxes and load prices from the ConnectWise or Reseller Marketplace.

   Note:
   Separate agreements for proration are available for Native Integrations 4.2.1553 and later .

   Recurring Billing Amount

   The Agreement may have a recurring billing amount. This is an amount to be invoiced each billing period for this Agreement.

   Important:
   1. Agreements with the same billing cycle must be selected here, that is, monthly Agreements for monthly subscriptions, and so on.
   2. The Agreement currency and the currency in Reseller Marketplace must be the same.

   

9. Confirm the synchronization by clicking Sync All.