What's New in Native Integrations

CBPSA-86 During reconciliation, a mapped subscription could not be selected for mapping even if the "Allow double product mapping" option was enabled.

Native Integrations 4.11.1991 (June 13, 2024)

Features

CBPFR-700 Now, it is possible to map subscriptions for Xero integrations so that the existing invoices are automatically synchronized without creating new invoices.

Native Integrations 4.10.1976 (March 27, 2024)

Features

PFR-5029 Resellers can now map one or more subscriptions to an agreement on the subscription Mapping screen.
PFR-6553 Native Integrations now support orders that completed on the next days after they were placed.
PFR-6627 Resellers are now able to synchronize correction change orders.

Fixes

XPSA-53 Xero: An incorrect number was displayed in the pending tasks counter.
XPSA-51 ConnectWise: Automatically added text "- Recurring" could be added to the description multiple times.
XPSA-2 ConnectWise, Autotask: A task was not created for a subscription in some cases, for example, for partial upgrade.
XPSA-54 Autotask: There could be issues with reconciliation of Adobe subscriptions.
XPSA-50 Dynamics: Adding a product to Dynamics could fail.
XPSA-119 Xero: During billing order synchronization, a repeating invoice was deleted if the update failed in Xero.

XPSA-122 Connectwise: Incorrect prices could be displayed in a billing order task.
XPSA-58 Mass Checking Change could incorrectly appear as failed.
XPSA-56 Autotask: An account reconciliation could fail with error: Unable to reconcile subscriptions for the Customer.
PSA-3131 Autotask: Tasks were not created for a sales order that created multiple subscriptions.

Native Integrations 4.9.1941 (December 22, 2023)

This is a patch release.

Fixes

PSA-3666 The Check changes request hung when more than 1000 tasks were ignored.

Native Integrations 4.9.1929 (December 5, 2023)

This a patch release that contains internal component improvements only.

Native Integrations 4.9.1921 (November 24, 2023)

Features

PFR-5888 Native Integrations UI has been improved with Mappings and Settings being now available on the Sync Dashboard screen.
PFR-6771 If a reseller has not used Xero for 60 days, the connection to Xero will be automatically terminated.

Note: All the data will remain intact and the connection can be easily restored by clicking the Reconnect button.
PFR-6893 Native Integrations now enable providers and resellers to choose how to generate the product description:
- Based on the product name with maximum order details, including the proration period and the fee type
- Based on the product name, fee type, and proration period (if applicable)
- Based on the product name only
PFR-6980 The Autotask integration now supports renewal orders.

Fixes

PSA-3542 ConnectWise: Duplicate records appeared in the termination sync task for a subscription and the proration information was missing.
PSA-3529 Connectwise: An incorrect agreement could be propagated to the sync wizard instead of the one selected from the drop-down menu at the first step of the wizard.
PSA-3528 The reconciliation sync could be triggered twice.
PSA-3550 ConnectWise: The integration could get hung and active tasks started to accumulate.
PSA-3618 Autotask: A wrong license quantity could be synced during the reconciliation process.
PSA-3546 ConnectWise: Orders failed to sync automatically and the "Failed auto-sync. Please contact support." error appeared in the Native Integrations UI.
PSA-3540, PSA-3513 ConnectWise, Autotask: The autosync could fail with the error “Error creating bean with name 'scopedTarget.providerPaAccountRepo': Scope 'request' is not active for the current thread…”.
PSA-3533 ConnectWise: No additions were created after syncing a change order after the subscription migration.
PSA-3530, PSA-3527 ConnectWise, Autotask: Duplicate additions could appear in an agreement after the reconciliation process.
PSA-3526 Autotask: The "Mass checking changes" action could appear in the Failed status in the UI when checking for new changes.
PSA-3517 ConnectWise: The mapping file upload failed with the error “The file is invalid. Please try a different file.”
PSA-3499 ConnectWise: A change order sync did not create an addition.
PSA-3466 QuickBooks: The "Connection is not configured yet" error could occur when installing the integration.
PSA-3456 ConnectWise: The "Something went wrong, please, contact support" error occurred when syncing the changes.
PSA-3455 ConnectWise: An order could not be synced due to the incorrect creation date.

Native Integrations 4.8.1884 (September 25, 2023)

This is a patch release.

Fix

PSA-3467 Price and cost were sometimes equal at sync wizard step 3.

Native Integrations 4.8.1867 (August 29, 2023)

This is a patch release which includes internal improvements only.

Native Integrations 4.8.1864 (August 23, 2023)

This is a patch release.

Fixes

PSA-3463 A plan switch order did not create negative proration for the source subscription.
PSA-3453 Renewal orders were synced incorrectly.

Native Integrations 4.8.1844 (June 30, 2023)

Features

PFR-6669 Native integrations now support the ability to synchronize renewal orders without order details to update subscription prices.
PFR-6626 Auto-sync has been improved to handle sync of large amounts of tasks and provide better error messages.

Fixes

PSA-3247 Autotask did not automatically synchronize tasks.
PSA-3349 ConnectWise integration did not synchronize renewal orders.
PSA-3355 Renewal Orders were not showing in Native Integrations.

Native Integrations 4.7.1831 (June 14, 2023)

Features

PFR-6625 In ConnectWise integrations, for Change orders, prorated additions should be created in the current period of prorated agreements.
PFR-6624 It is now possible to trim order line details and leave only the product description.

Native Integrations 4.6.1817 (May 23, 2023)

Features

PFR-5335 Now, automatic task synchronization can be configured for each customer account individually.
PFR-6348 Native integrations now support migration orders. For every newly migrated subscription, a reconciliation task is created and can be synchronized manually. Automatic synchronization is not supported for migrated subscriptions.
PFR-6556 For Xero integrations, when products are imported from CloudBlue Commerce, sales account field is now mandatory. Previously this field was optional which could lead to an import error.
PFR-6551 Now, mapping results can be reviewed directly in the UI, eliminating the need to export the results to Excel.
PFR-6534 Now, 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. You can enable this feature in the integration settings.
PSA-3125 For Sage integrations, it is now possible to synchronize products, including their prices and SKUs, between CloudBlue Commerce and the integrated system.
PFR-6315 When configuring integration with ConnectWise, the Serial # parameter can be specified to identify CloudBlue Commerce as a source of the data synchronized to the integrated system.
PFR-6172 For Autotask integrations, contracts can now be created in the integrated system upon synchronization of accounts of Customer type.
PFR-6143 For QuickBooks integrations, items of the inventory category can now be also synchronized.
PFR-5887 For ConnectWise and Autotask integrations, if there is only one suitable contract to be selected in a synchronization wizard, it will be preselected.
PFR-5419 For ConnectWise integrations, it is possible to include or exclude taxes during synchronization using a new configuration setting Tax settings. The existing additions will not be affected by this change.
PFR-6595 For ConnectWise integrations, the option to add a secondary agreement is no longer available for change orders if they are not prorated.

Fixes

PSA-3346 A termination task could not be synced in Autotask integrations.
PSA-3356 A contract could not be synced to Autotask.
PSA-3384 A notification about failed mass checking for changes could appear, while the task completed successfully.
PSA-3315 Synced mapped operation could fail in Xero integrations.
PSA-3327 A termination task could attempt to sync all subscription of the customer.
PSA-3316 Sometimes it was not possible to map a new customer in ConnectWise integrations.
PSA-3295 The State field was not filled automatically during customer import in Autotask integrations.

Native Integrations 4.5.1793 (May 08, 2023)

This release brings the following improvement:

PSA-3344 A new user privilege Application PSA Integration: View Native Integrations Menu in UX1 which allows providers to control the visibility of the integration menu item is now supported.

Native Integrations 4.5.1784 (April 27, 2023)

Fixes

PSA-3332 In ConnectWise integrations, description of prorated agreement addition could contain redundant information.
PSA-3330 For prorated agreements in ConnectWise integrations, costs and prices were incorrectly prorated for the first billing period if subscription billing was aligned to calendar months.

Native Integrations 4.5.1775 (April 24, 2023)

Features

PFR-6552 For ConnectWise integrations, a separate addition will be created for the first month in prorated agreements.

Fixes

PSA-3312 Sage integrations could not be installed.
PSA-3176 The Sync button could become inactive without any prompt for a user how to proceed.
PSA-3305 In ConnectWise integrations, invoice lines for prorated agreements could be created incorrectly if the subscription is co-termed or if it has calendar billing enabled.

Native Integrations 4.5.1741 (March 31, 2023)

Features

PFR-6295 and PFR-6302: We are proud to release a new native integration with CloudBlue Commerce: Sage Accounting and Dynamics 365 Business Central.
- Sage Accounting is a cloud-based software that assists in recording and reporting a business' financial transactions.
- Dynamics 365 Business Central is a Microsoft platform that assists in finance, manufacturing, customer relationship management, supply chains, analytics and electronic commerce operations.
With these native integrations, resellers will be able to propagate CloudBlue Commerce orders into Sage Accounting or Dynamics 365 Business Central invoices, facilitating their billing processes.

Synchronizing between CloudBlue Commerce and Sage Accounting or Dynamics 365 Business Central allows a reseller to process order placement and perform invoicing within the two systems more efficiently.

With these integrations, resellers are able to:
- Invoice an order.
- Sync to an already created invoice or create a new invoice.
Synchronization of CloudBlue Commerce and Sage Accounting or Dynamics 365 Business Central includes the following:
- Syncing all products and their billing models (charge before billing period, charge after billing period and charge before subscription period).
- Importing customers from Sage Accounting or Dynamics 365 Business Central to CloudBlue Commerce.
- Bulk importing and mapping of customers and products from Sage Accounting or Dynamics 365 Business Central into CloudBlue Commerce.
- Syncing customer data from CloudBlue Commerce to Sage Accounting or Dynamics 365 Business Central, that is, customer name and email address, product and service details, SKUs, selling price and rate, unit price without tax and with tax, and quantity, and all types of discounts.
- Adjusting product price and description during sync.
PFR-6304 For Autotask and ConnectWise integrations: A termination task is now created for subscriptions that expire naturally without a cancellation order so that customers are not charged for expired subscriptions.

Native Integrations 4.4.1708 (March 20, 2023)

This is a patch release.

Fixes

PSA-3118 The effective date of an addition for a prorated ConnectWise agreement with no invoices could be calculated incorrectly.

Native Integrations 4.4.1668 (February 27, 2023)

Features

PSA-2908 In Xero integrations, resellers can now sync data from orders to a repeating invoice in Xero so that their customers are billed periodically for all items consumed within a month.
PSA-2998 A new setting was added that allows not to sync the information about the refunds received by a customer as a result of subscription downgrade and only sync the resource quantity change. To configure your integration that way, set the Downgrade sync settings to Sync only quantity change.

Fixes

PSA-3102 Prorated fees were not synced for co-termed subscriptions based on plans with the Billing period alignment option enabled.
PSA-3103 An incorrect quantity adjustment value could be synchronized for cancellation orders with refund items.
PSA-3092 The synchronization wizard failed on the last step if there was an order with an unsupported detail type.
PSA-3088 The Autosync task could synchronize an order for a customer that was previously unmapped.

Native Integrations 4.3.1635 (January 27, 2023)

Features

We proudly announce that the PSA Integrations microservice has been renamed to Native Integrations.

PSA-2808 Native Integrations now supports the ability to disable synchronization for certain products.

PSA-2812 Now an external system product cannot be mapped to multiple CloudBlue Commerce products.

PSA-2947 The reason why a task has been ignored is now described in Native Integrations.

Tasks are marked as ignored during reconciliation, manually in the dashboard, and for other reasons, such as the product is disabled.

PSA-2936 You can now synchronize with ConnectWise, Autotask, QuickBooks, Xero and Syncro plans that have been upgraded, downgraded and switched in Native Integrations.

PSA-2255 Subscription cancellation synchronization is now supported in the QuickBooks integration.

PSA-2371 Logs related to updated and added additions have been improved in the ConnectWise integration.

PSA-2756 Tasks are now synchronized gradually. You do not have to wait to synchronize all tasks at once.

PSA-2789 In the native integration settings window, you can now choose to load the product description from Cloud Marketplace or the related external system.

PSA-2788 In the Xero and QuickBooks native integration settings window, you can now choose to use the invoice number from Cloud Marketplace order or the related external system.

Xero

PFR-6393 The Xero integration settings window has been improved to:
- Display the connection status with Xero.
- Allow you to connect and disconnect Xero
- Display the following:
  - tenant name
  - tenant organization type
  - company name
  - company legal name

ConnectWise and Autotask

PSA-2537 The start and end dates of an order are included in the sync wizard of ConnectWise and Autotask native integrations.

PSA-2522 The reconciliation wizard in ConnectWise and Autotask native integrations now allows to synchronize prices when there are no changes in the product quantity.

PSA-2521 Reconciliation and synchronization wizards in ConnectWise and Autotask integrations now show the changes between CloudBlue Commerce and the external system.

PSA-2664 ConnectWise and Autotask integrations now allow the synchronization of renewal orders.

PSA-2790 ConnectWise and Autotask integrations automatically ignore tasks that have a date previous to the last reconciliation date.

PSA-2260 The ConnectWise integration now takes into account additions that had the cancellation date set in ConnectWise.

PSA-2517 In the native integrations for Autotask and ConnectWise, you can now sort mapped customers by last reconciliation date.

Requirements

UX1 Marketplace v2 or later
CBStore v.1.1.310 or later
OAuth 2 Redirect Application v1.1 or later (required for QuickBooks & Xero Integration)

Native Integrations 4.2.1569 (November 29, 2022)

Fixes

PSA-2859 Template file for bulk mapping could not be downloaded.

Requirements

UX1 Marketplace version 2 or later
CloudBlue Store version 1.1.310 or later
OAuth 2 Redirect Application version 1.1 or later (required for QuickBooks & Xero Integration)

Related Topics

How to Upgrade Native Integrations to the Latest Version

Native Integrations 4.2.1553 (November 17, 2022)

The following changes have been implemented in this version:

PSA-2743 ConnectWise now allows partners to place change orders mid-month or mid-year by including prorated additions into separate agreements.

PSA-2565 Partners can now synchronize prices, costs, and SKUs changes from UX1 Marketplace to their PSA or their own accounting tool one at a time or in bulk.

Note: This version requires additional permission: Procurement > Product Catalog > Edit Level = All. The security role that is assigned to an API member in ConnectWise must contain this permission.

PSA-2605 Partners can now export and map products from UX1 Marketplace to QuickBooks online, regardless of the country where the resellers are based.

PSA-2718 It is now possible to map customers, products, and subscriptions using a bulk upload for Xero, QuickBooks and Syncro PSA.

PSA-2692 Autotask and ConnectWise have been updated with the new Microsoft NCE cancellation policy. Customers are now allowed to cancel products up to 72 hours after purchase.
PSA-2490, PSA-2299 , PSA-2633 Stability and usability performance have been improved.

Related Topics

How to Upgrade Native Integrations to the Latest Version

Native Integrations 4.2.1491 (October 20, 2022)

The following changes have been implemented in this version:

For ConnectWise integrations:

Additional resource purchase processing was improved: on upsize, a prorated order line is created for the same billing period, which allows resellers to bill their customers for the additional resource purchase on order placement.
During subscription reconciliation, only the final amount of resource within the billing period is considered for upsized subscriptions. For example, if 3 licenses with monthly billing were purchased for $30 on 1st of September and then 2 more were purchased on September 20 for $20, then $50 will be reconciled for September with no prorations.

For Quickbooks integrations:

Integration with Quickbooks was improved to enable tax rate selection in the task synchronization wizard. Tax rates are obtained from Quickbooks and can be different depending on the country.

For all integrations:

Product, customer, and subscription mapping can now be done by uploading an XLSX file with the necessary data. This allows partners to efficiently map several items with a single file.
Resellers can now delete their Native Integrations with all related data, including mappings, credentials, and processed tasks. This can be done in CloudBlue Store, by accessing the respective app, or into the integration settings. With this feature, now partners can easily uninstall an integration and install a new one, in 2 clicks.
Agreement selected in the last step of the task synchronization wizard will be preselected in the next task synchronization wizard for the same customer.
Canceled and terminated accounts are no longer displayed in the customer mapping list.
During subscription reconciliation, you can now choose to ignore all tasks c before the reconciliation date.
Multiple error messages were improved.

Related Topics

How to Upgrade Native Integrations to the Latest Version

Native Integrations 4.1.1491 (October 17, 2022)

Features

PSA-2681 A warning message is now shown if the Xero tenantId was not found
PSA-2592 For Quickbooks, resellers can now choose the required tax rate on the last step of the task sync wizard
PFR-6595 A secondary agreement can now be selected for prorated additions in annual subscriptions.
PSA-2516 Canceled and terminated accounts are now not shown on the mapping screen.
PSA-2515 The warning about unprocessed tasks is now shown in the reconciliation wizard even if there are more than 1000 tasks for a subscription.
PSA-2486 There is now an option to ignore all tasks before the reconciliation date.
PSA-2471 PSA subscription is now selected automatically on the third step of the wizard.
PSA-2436 It is now possible to map customers, products and subscriptions via a file and upload them in bulk to the integration.
PSA-1768 When an integration is deleted, all its settings, logs and tasks are removed as well.

Native Integrations 4.0-1441 (September 2, 2022)

The following changes have been implemented in this version:

Resolved Issues

• QuickBooks: Task synchronization sometimes failed when specific taxes were applied outside of the US. Resellers in the US are not affected by this issue.

Note: As of this version, PostgreSQL 13 can now be used for the database of this component.

Related Topics

How to Upgrade Native Integrations to the Latest Version

Native Integrations 4.0-1400 (July 21, 2022)

This release includes updated internal credentials for the Xero integration.

Related Topics

How to UpgradeNative Integrations to the Latest Version

Native Integrations 4.0-1387 (July 15, 2022)

New integrations with Xero and Syncro

We are proud to release two new native integrations with CloudBlue Commerce: Xero and SyncroMSP.

Xero is one of the world’s most used Accounting & Financial Reporting tools.
Syncro is a Combined RMM and PSA Platform that provides invoicing, credit card payments, help desk, customer management, and more managed IT services.

With these native integrations, resellers will be able to propagate CloudBlue Commerce orders into Xero’s or Syncro’s invoices, facilitating their billing processes.

Synchronizing between Reseller Marketplace and Xero or Syncro allows a reseller to process order placement and perform invoicing within the two systems more efficiently.

Synchronization of Reseller Marketplace and Xero or Syncro includes the following:

New subscriptions,
Existing subscriptions,
Usage-based subscriptions,
Creating a product in Xero or Syncro,
Importing customers to Reseller Marketplace from Syncro or Xero,
Mapping customers and products between Reseller Marketplace and Syncro or Xero,
Creating Invoices in Xero or Syncro directly from CloudBlue Commerce.

Learn more in the Xero integration and Syncro integration documentation sections.

Known Limitations

Currently, only one native integration is supported for a reseller.
Native Integrations are not supported under the provider account.

Related Topics

How to Upgrade Native Integrations to the Latest Version

Native Integrations 3.8-1333 (June 9, 2022)

The following changes have been implemented in this version:

Resolved Issues

PSA-2347 In some cases, the next invoice date of a ConnectWise Agreement was incorrect.

Note: This version requires additional permission: System > Inquire Level = All. The security role that is assigned to an API member in ConnectWise must contain this permission.

Related Topics

How to Upgrade Native Integrations to the Latest Version

Native Integrations 3.7-1272 (April 29, 2022)

The following changes have been implemented in this version:

New Integration

The new integration with QuickBooks Online, one of the world’s most used Accounting & Financial Reporting tool. With this new native integration, resellers will be able to propagate CloudBlue Commerce orders into QuickBook’s invoices, facilitating their invoicing and billing processes. Synchronizing between Reseller Marketplace and QuickBooks allows a reseller to process order placement and invoicing within the two systems more efficiently.

With the QuickBooks integration, the following scenarios are now supported:

Synchronizing between Reseller Marketplace and QuickBooks, including:
- New subscriptions
- Existing subscriptions
- Usage-based subscriptions
- Creating a QuickBooks product
- Importing customers to Reseller Marketplace from QuickBooks
- Mapping customers and products between Reseller Marketplace and QuickBooks
- Creating Invoices in QuickBooks directly from CloudBlue Commerce

Here you can find the documentation regarding our QuickBooks integration.

Known limitations:

Currently, only one native integration is supported for a reseller. If you already have one system integrated and want to change it to another one, please contact the support team. If you want to use several Native Integrations at once, please notify the support team about this.
Subscription cancellation synchronization is not supported in the QuickBooks integration. It will be included in the upcoming releases.

Changes in Autotask Integration

Cancellation orders are now supported in Autotask.

Related Topics

How to Upgrade Native Integrations to the Latest Version

Native Integrations 3.6-1217 (April 5, 2022)

The following changes have been implemented in this version:

Product Information Extension

The CloudBlue Commerce product information has been extended with the Subscription Period information, enabling partners to map all possible combinations.

Related Topics

How to Native Integrations to the Latest Version

Native Integrations 3.5-1176 (March 22, 2022)

The following changes have been implemented in this version:

Product Information Extension

The CloudBlue Commerce product information has been extended with Billing Period.

For service plans with multiple subscription periods, we recommend partners to perform synchronization by pulling prices from Cloud Marketplace, instead of pulling prices from the PSA tool, to avoid price mismatch.

More information on how to configure the price source can be found here:

Related Topics

How to Upgrade Native Integrations to the Latest Version

Native Integrations 3.4-1153 (March 5, 2022)

The following changes have been implemented in this version:

Improvements in the Autotask integration

Proration

Now, contract services with prorated items will be calculated and shown under the “Prorated Transactions” section, instead of being included as an additional item in the “Service Bundles & Services” section.
Take into account existing Contract Services when placing Sales Orders:

With this new feature, when Sales Orders are propagated to Autotask, the native integration will take into account the existing Contract Services.
- If the new quantity is higher than the current quantity of the Contract Service, then changes will be applied in the current billing period.
- If the new quantity is lower than the current quantity of the Contract Service, then changes will be applied in the next billing period.
- If the quantity is the same, prices and costs will be synced.

Resolved Issues

Fixed the login process to imported customers from the UX1 panel.
Fixed “Autotask” price source shown in settings for partners using ConnectWise.
Customer Import: now the country can be found by country code.

Related Topics

How to Upgrade Native Integrations to the Latest Version

Native Integrations 3.3-1092 (December 30, 2021)

The following changes have been implemented in this version:

ConnectWise: For prorated items, the date range of the effective period for a charge is included in the invoice description.
Autotask: The option to automatically create and process synchronization tasks for the following scenarios:
- Resource upsize and downsize
- Subscription cancellation
- Usage-based subscriptions.
You can choose from two options to check for changes: once per day, or once every 5 minutes.

Also, here you can select which events you want to be notified of and tracked:
- Only errors and actions required from you
- All tasks.
These notifications are displayed in pop-up messages and Action Log.
The following Helm parameters for deployment has been added:
- logfilepath
- log_level.com.odin.rating
You can now change the log level of this component at runtime. To learn more, please refer to Managing the Log Level of a Component.

Related Topics

How to Upgrade Native Integrations to the Latest Version

Native Integrations 3.2-1061 (November 19, 2021)

The following changes have been implemented in this version:

When a reseller creates an order with discounted prices and synchronizes it to PSA, the order price reflects all discounts applied to the order.

Related Topics

How to Upgrade Native Integrations to the Latest Version

Native Integrations 3.1-1055 (November 19, 2021)

The following changes have been implemented in this version in Autotask integration:

Subscription reconciliation is now supported.
Support was added for subscriptions with Align Billing Period with Statement Day enabled.

Known Limitations
- If a custom Statement day is set for a subscription, such a subscription will be incorrectly synchronized in Autotask.
- If the Align Sales Order with Statement Day option is not set and the First Billing Period For Free is set for a subscription, such a subscription will be incorrectly synchronized in Autotask.

This component is now based on Red Hat Universal Base Images (UBI). These are lightweight and more secure operating system images as they contain a minimal set of software packages.

Native Integrations 3.0-1038 (November 12, 2021)

The following changes have been implemented in this version:

Resolved Issues

PSA-1699 No more than 50 tasks were displayed on the synchronization dashboard.

Native Integrations 3.0 (October 1, 2021)

The following changes have been implemented in this version:

Support for Autotask PSA system has been added.

With the Autotask integration, the following scenarios are now supported:
- Synchronizing between Reseller Marketplace and Autotask, including:
  - New subscriptions
  - Existing subscriptions
  - Usage-based subscriptions
- Creating an Autotask product
- Importing customers to Reseller Marketplace from Autotask
- Mapping customers and products between Reseller Marketplace and Autotask.
Known limitations:
- Currently, only one native integration is supported for a reseller. If you do not have any native integrations, you can select one of the supported integrations, ConnectWise or Autotask. If you already have one system integrated and want to change it to another one, please contact the support team. If you want to use several native integrations at once, please notify the support team about this.
- The "Align Billing Order with Statement Day" billing option is not supported in the Autotask integration.
- Subscription cancellation synchronization is not supported in the Autotask integration.
- Reconciliation is not supported in Autotask integration.

Native Integrations can now be installed through CloudBlue Store.