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 map your customers using the Mapping screen, complete the following steps:

1. In your UX1 for Resellers, click Integrations.

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

   

3. In the Customers tab of the Mapping screen, select a customer you want to map.

   Note: Select Show only unmapped to filter out only unmapped customers.
   You can also
   

   

To unmap a customer, select the three-dot icon for the customer and click Unmap.

Configuring Autosync Per Customer

You can configure automatic task synchronization per mapped customer. To use this feature you first need to enable autosync for the integration.

To enable or disable autosync for a customer, complete these steps:

1. Open your integration.

2. Click the gear icon and select Mapping.

3. Disable the Show only unmapped option.

4. Choose the customer, click the three dots and select Enable autosync or Disable autosync.
   

   Note: You can enable or disable autosync for all customers by clicking the three dots above the customer list and selecting Enable automatic synchronization for all mapped customers or Disable automatic synchronization for all mapped customers.

Mapping Products

Several products from CloudBlue Commerce can be mapped to a single product in an external system. In such a case, a separate agreement must be used for synchronizing each of these products. To use this feature, you need to enable it in integration settings.

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

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

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

1. In your UX1 for Resellers, click Integrations.

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

   

3. In the Products tab of the Mapping screen, select a product you want to map.

   Note: At this step, you can also add a product to ConnectWise by clicking Add Product to ConnectWise in the drop-down menu and configuring its parameters.

   

To unmap a product, select the three-dot icon for the product and click Unmap.

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