Introduction

ConnectWise, Autotask, Xero, Syncro, and QuickBooks are Professional Services Automation (PSA) systems that can be integrated with Reseller Marketplace to optimize the process of purchasing services and propagating these transactions to PSA.

With the PSA integrations, the following scenarios are now supported:

• Accessing PSA from UX1 for Resellers
  
• Synchronizing between Reseller Marketplace and PSA, including:
  • New subscriptions
  • Existing subscriptions (resource upsize and downsize)
  • Usage-based subscriptions
  • Subscription cancellation (ConnectWise, Autotask, Syncro, and Xero)
• Creating a PSA product
• Reconciling customers' subscriptions (ConnectWise and Autotask)
• Importing customers to Reseller Marketplace from PSA
• Mapping customers and products between Reseller Marketplace and PSA
• Accessing Reseller Marketplace from PSA (ConnectWise).

Known limitations:

• Currently, only one PSA integration is supported for a reseller. If you do not have any PSA integrations you can select one of the supported integrations, Xero, Syncro, QuickBooks, 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 PSA integrations at once, please notify the support team about this.
• It is not possible to place orders from PSA. Use Reseller Marketplace to place an order.
• During subscription reconciliation, it is possible to select the billing period even if it was invoiced in PSA.
• During subscription reconciliation, additions are created without proration.
• PSA integrations are not supported under the provider account.
• PSA branding (skins, and so on) is not supported.
• Subscription cancellation synchronization is not supported in the QuickBooks integration.
• Subscription reconciliation is not supported in QuickBooks, Syncro, and Xero integration.