To set up ConnectWise as your PSA system through Billing Sync, please follow the below steps before moving on to the next phase.

Create or Access ConnectWise Account

New Account:

Create a ConnectWise account by visiting the ConnectWise website selecting Start A Demo or requesting a Quote

Existing Account:

Log into ConnectWise Home and sign in using your previously created credentials.

Configure ConnectWise Security, Products and Categories

Enable Security Roles

This step is optional; however highly recommended, as it ensures that the API user for the integration will only have access to the minimum set of resources required.

The integration needs access to:

View Companies
View and update contracts
View and update services

From the menu navigate to Systems > Security Roles
Configure the following modules based on the information bubbles below.

Companies

Company Maintenance (Used in Configuration > Test)

Inquire: All

Finance

Agreements

Add, Edit, Inquire : All

Agreements (customize) > Access Allowed

The Agreement Type assigned when setting up Agreements, eg. O365

Procurement

Product Catalog

Add, Edit, Inquire : All

Products

Add, Edit, Inquire : All

System

Table Setup

Add, Edit, Inquire : All

Table Setup (customize) > Access Allowed

Company / Company Status

Products / Category

Products / Subcategories

Product, Product Type

Product / UOM

Please note that if no security level/role is assigned it should be set to none.

Enable a Miscellaneous Record in the Product Catalog

From the menu, navigate to Procurement, then Product Catalog
Search for miscellaneous records but filtering the Product ID on “misc”, and ensure the Status is set to All.
Click on each record to open it, then click ACTIVATE to enable if it is not already Active.

Enable the Miscellaneous Product Category, Sub-Category and Product Types

Enable the Miscellaneous product category, sub-category, and product type, these are used as the default categories when creating products in the ConnectWise product catalog

Navigate to the System > Setup Tables
Search for the table name "Category"
Click on the table name to open the table and view its contents.
Click on the “Miscellaneous” item and ensure the “Inactive” checkbox is unchecked
Save the changes
Repeat the steps 3-4 shown above but for the "Subcategory" table and Subcategory item "Miscellaneous"
Repeat the steps 3-4 shown above but for the "Product Type" table and Product Type item "Miscellaneous"

If either the Category "Miscellaneous", Subcategory "Miscellaneous" or Product Type "Miscellaneous" does not exist, please create them (starting this the category, then subcategory; then product type).

Enable the Unit of Measure (UOM) "Each"

Enable the “Each” unit of measure (UOM) this is used as the default UOM when creating products in the ConnectWise product catalog. Like the categories previously this item must exist for Billing Sync to successfully create products in ConnectWise.

Navigate to the System > Setup Tables
Search for the table name "UOM"
Click on the table name "UOM" to view its contents
Click on the option "Each" item and ensure that it is not marked as Inactive.

If the “ Each” Unit of measure item does not exist please create it.

Customer Set-Up

Each customer you wish to enable via ConnectWise required a company record with at least 1 active agreement against it.

Navigate to Companies> Companies (sub-menu item)
For each Customer you wish to sync for the initial sync, select it, then navigate to the Agreements tab and ensure you have your target Agreement set up and that the status is Active.

Seat Based Monthly and Azure Plan

The following attributes are important for the ConnectWise Agreement to work (monthly).

- Billing Cycle - Monthly

- Cycle Based On - Calendar Year

- Prorate Agreement - ticked

Seat Based Annual

Annual subscriptions work differently, as they do not require recurring billing. As a result, the PSAs need a different agreement/contract setup.

Create a new contract for a customer you want to sync and ensure the billing cycle in the agreement is set to One-Time under Recurring Invoice Parameters

For Connectwise Manage

ConnectWise Integration API Set-Up

If you do not have an integrator account in ConnectWise, see the ConnectWise documentation.

To generate an API Key:

Navigate to System> Members
Select the API Members tab then click the + add button
Fill in the details and Save
After saving, select the API Keys tab and click the + add button
Enter a description and click Save. Note Do not click Save and Close, as you will need to view the generated keys
Once saved, ConnectWise will display 2 new values, Public and Private Keys. Make a note of these values as they will not able to be retrieved once you leave this screen.
Ensure the API Member has a role sufficient to access your product catalog. You can check the permissions in the System menu under Security Roles. If you are unsure of how to configure permissions, consult the ConnectWise documentation.