- • MSP Connector: the integration utilizes the MSP Connector add-on. It is an additional module (outside the ConnectWise PSA software) that you would need to purchase from ConnectWise.
- Recommendation: contact ConnectWise for more information on the MSP connector.
- • Account Export: During the account export process, Intermedia queries the CompanyID fields for known Intermedia accounts. If a match is found, the ConnectWise company is linked to the Intermedia account (the link is established by capturing and storing ConnectWise’s internal company identifier). If there is no match, then a company would be created inside ConnectWise.
- Recommendations:
- o avoid duplicate company entries in ConnectWise, enter Intermedia accountID into the appropriate o avoid duplicate company entries in ConnectWise, enter Intermedia accountID into the appropriate CompanyID fields. Once the initial link has been established, Intermedia accountID can be removed.
- o you want to delete a company within ConnectWise, make sure to delete it from the Company Recycle o you want to delete a company within ConnectWise, make sure to delete it from the Company Recycle bin (Mass Maintenance Screen > Company Recycle Bin) as well. Otherwise, you might get an error during the account export process.
- o you want to export an account from Intermedia to ConnectWise, make sure you have filled out the o you want to export an account from Intermedia to ConnectWise, make sure you have filled out the company information correctly (including the country). Without the country information, ConnectWise would throw an exception and your account export would fail.
- • Billable Item Export and Retail Prices: each distinct billable item (that has the same unit cost) is exported as one product. For example: BlackBerry costs $9.00/device on all 2010 plans, therefore only one BlackBerry product (with the $9.00 unit cost) would be exported into ConnectWise. It is important to keep this in mind if you are setting retail prices inside the partner portal. Each distinct billable item (that has the same unit cost) would need to have the same retail price as well. Back to our BlackBerry example, you would have to set the same retail price for BlackBerry, regardless of the 2010 plan.
- Recommendation: To set plan-dependent (or even company-dependent) prices:
- o retail prices empty in the partner portal; only product costs would exist in ConnectWise. o retail prices empty in the partner portal; only product costs would exist in ConnectWise.
- o the addition prices in individual agreements (click into each addition and adjust the price). o the addition prices in individual agreements (click into each addition and adjust the price).
- • Product Count Export and Billing Reconciliation: the product count export process exports the current account states, at the moment of export (e.g. the number of Exchange mailboxes and BlackBerry devices that this account has at the moment of export); in another word, only absolute quantities are exported (Intermedia cannot export partial units). This has two implications:
- o installations, regardless of the purchase dates, are exported equally. o installations, regardless of the purchase dates, are exported equally.
- o that are deleted prior to the product count export are not exported. o that are deleted prior to the product count export are not exported.
- Recommendation: To ensure billing accuracies, billing reconciliation should be performed prior to invoices are generated. To perform billing reconciliation, compare the ConnectWise addition counts vs. quantities reported by the Exportable report (found inside the Partner Portal). Based on the results of the billing reconciliation, adjust addition counts as needed in ConnectWise.

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