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ConnectWise

The ConnectWise connector provides tasks that expose some of the functions available via the Accounting Interface and SOAP API’s.

The Accounting Interface tasks let you download GL batches (unposted Invoices, expenses and procurement information) from ConnectWise, and update GL batches, adding records to the batch on ConnectWise, preventing them from being downloaded again. You can also upload invoice payments to ConnectWise. Each of these tasks requires a ConnectWise Accounting Interface connection, for more information on setting up and managing this type of connection, see the page Connecting to ConnectWise Accounting Interface.

The SOAP tasks expose some of the reporting functionality available on ConnectWise, such as listing reports available to be ran and running reports. The other SOAP tasks available allow you to download various information from ConnectWise, such as agreements, companies, invoices, opportunities and purchase orders. Each of these tasks requires a ConnectWise connection, for more information on setting up and managing this type of connection, see the page Connecting to ConnectWise. Documentation on the SOAP tasks will be coming soon!