What's New in PSA Integrations

PSA Integrations 4.2.1569 (November 29, 2022)

PSA Integrations 4.2.1553 (November 17, 2022)

PSA Integrations 4.2.1491 (October 20, 2022)

PSA Integrations 4.0-1441 (September 2, 2022)

PSA Integrations 4.0-1400 (July 21, 2022)

PSA Integrations 4.0-1387 (July 15, 2022)

PSA Integrations 3.8-1333 (June 9, 2022)

PSA Integrations 3.7-1272 (April 29, 2022))

PSA Integrations 3.6-1217 (April 5, 2022)

PSA Integrations 3.5-1176 (March 22, 2022)

PSA Integrations 3.4-1153 (March 5, 2022)

PSA Integrations 3.3-1092 (December 30, 2021)

PSA Integrations 3.2-1061 (November 19, 2021)

PSA Integrations 3.1-1055 (November 19, 2021)

PSA Integrations 3.0-1038 (November 12, 2021)

PSA Integrations 3.0 (October 1, 2021)

PSA 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

PSA 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

PSA 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 PSA 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

PSA 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

PSA Integrations 4.0-1400 (July 21, 2022)

This release includes updated internal credentials for the Xero integration.

Related Topics

PSA 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 CBC.

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

Known Limitations

  • Currently, only one PSA integration is supported for a reseller.

  • PSA integrations are not supported under the provider account.

Related Topics

PSA 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

PSA 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 PSA 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 PSA 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

PSA 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

PSA 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

PSA 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 PSA 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

PSA 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

PSA 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

PSA 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.

PSA 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.

PSA 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 PSA integration is supported for a reseller. If you do not have any PSA 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 PSA 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.

  • PSA Integrations can now be installed through CloudBlue Store.

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