Integration

 
 
 
 

Section Contents

ConnectWise Integration Setup Overview

ConnectWise is a business management platform that helps companies to manage and streamline all their business operations. You can integrate rCloud with ConnectWise to automate the invoicing and billing processes and provide improved operational efficiency and profitability. You can configure rCloud to automatically publish rCloud usage data to ConnectWise. Partners can use ConnectWise to automatically manage business agreements, generate invoices based on rCloud usage data, and bill clients as per their contracts making the billing and invoicing process more efficient, accurate and scalable.

This topic describes the configuration steps for successful data flow from rCloud to ConnectWise. The settings for each step need to be verified, modified, or created depending on your pre-existing setup within ConnectWise.

Note: The screen captures for configuring ConnectWise are included in this documentation for informational purpose only. These screen captures might differ from the actual ConnectWise user interface, which can change at any time.

To troubleshoot rCloud configuration issues, see the FAQs section or refer to the Knowledge Base. To troubleshoot issues about the ConnectWise setup, see the ConnectWise documentation.
Important: To enable ConnectWise integration for your account, contact Accelerite Support.

Prerequisites for Integrating rCloud With ConnectWise

[^top] Ensure that the following requirements are met before you integrate rCloud with ConnectWise:

  • ConnectWise MSP connector is installed on the ConnectWise server
  • Web browser that is compatible for accessing the rCloud web application

Understanding ConnectWise Navigation

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Instructions Key - ConnectWise Navigation Patterns

Navigate to System > Setup Tables means, on the ConnectWise page, in the left navigation pane, click System, and then click Setup Tables.

CW_system_setuptbl.jpg

Click New Item (icon) means, click the following icon within the area where you want to add the new item. plusicon.png

CW_new_icon.jpg

Search for Integrator Login means, in the left navigation pane, click System, and then click Setup Tables. In the Table column, type some of the characters or the entire name that you want to search for and press Enter.

CW_integratorlogin.jpg

Publish rCloud Usage Data to ConnectWise Backup Stats (Basic Setup)

[^top] Publishing rCloud usage data to ConnectWise requires configuring your ConnectWise setup and rCloud both. The configuration steps are described below.

Configure ConnectWise to Accept Usage Data From rCloud

Use this procedure to configure a basic ConnectWise setup.
Note: The screen captures for configuring ConnectWise are included for informational purpose only. These screen captures might differ from the actual ConnectWise user interface, which can change at any time.

  1. Create a ConnectWise Product:

    a. On the ConnectWise page, in the left navigation pane, click Procurement > Products.

    b. Click the New Item icon.

    c. In the Product ID and Description fields, enter the product ID and description for the product.

    d. In the Category/Subcategory list, select Managed Services.

    e. Optionally, set Product Type, Product Class, Unit of Measure (UOM), Unit Price, and Unit Cost.

    CW_create_newproduct.jpg

  2. Set up a ConnectWise Integrator Login:

    a. Click System > Setup Tables and search for Integrator Login.

    b. Click the New Item icon.

    c. In the Username and Password fields, enter a user name and password.

    d. In the Access Level list, select All records.

    e. Select the Managed Services API check box.

    CW_setupintegratorlogin_step.jpg

  3. Create a ConnectWise Management IT Solution

    a. Click System > Setup Tables > and search for Management IT.

    b. Click the New Item icon.

    c. In the Name field, enter a name ( rCloud refers to this as the Management IT Name).

    d. In the Set Management IT Solution list, select Custom.

    e. In the Custom Solution Name field, enter a name for the custom solution.

    Important: Do not create any Agreement Interface Parameters

    CW_setup_mgt_solution.jpg

  4. Set up ConnectWise Company Integration

    a. Navigate to the Company you want to bill, if required scroll horizontally and click the Management tab.

    b. Under Management Solutions click the New Item icon.

    c. In the Solution list, select the Management IT Solution that you created in the previous step.

    d. Set Managed ID.

    e. Set Device Types to Backup Stats.

    Note: if you are not flowing data into Agreements, you can leave Default Agreements blank.

    CW_companyintegration.jpg

Configure rCloud to publish usage data

When you configure rCloud to publish usage data to ConnectWise, you can specify whether to publish usage data manually or automatically. Use the manual option to publish usage data on demand. You can automatically publish usage data monthly, on a specific day.

With automatic publishing of usage data, you need not log in to the rCloud web application each time you want to publish the usage data to ConnectWise. rCloud stores your ConnectWise credentials so that usage data is published on the configured day of the month without manual intervention. You can use the on-demand option to publish data immediately rather than waiting for the scheduled publishing time.

Important: If you publish usage data automatically, ensure that the ConnectWise credentials specified in the rCloud web application are correct. If you change the ConnectWise credentials and forget to update and save the credentials in the rCloud web application, the usage data is not published to ConnectWise.

  1. Log in to rCloud with manager privileges.
  2. Click the ConnectWise tab.
  3. On the Publish Data Usage to ConnectWise page, in the ConnectWise Site field, enter the URL where the ConnectWise connector is hosted.
  4. Enter the following ConnectWise integrator login details. Ensure that the values you specify in the rCloud web application match those configured in ConnectWise.
    • Company ID
    • Integrator Login UserName
    • Integrator Password
  5. In the Management IT Name field, enter the value specified in the Name field that was defined in step #3.
  6. In the Backup Stats Name field, enter the value specified in the Device Types field that was defined in step #4).
  7. In the Client Name column, select the clients you want to publish the usage data for.
  8. In the ConnectWise Managed ID column, associate each selected client with a ConnectWise Company by specifying the Managed ID that you created in step #4.
    Important: If the Managed ID is entered incorrectly for any of the selected clients, usage data is not published to ConnectWise.
  9. To publish usage data manually, click Now, and then click PUBLISH.
  10. To publish usage data automatically:
    a. Click Monthly on Day.
    b. In the Select Auto Publishing Day dialog box, select the day when you want to publish the usage data and click SAVE.
    A message is displayed confirming that the settings are saved successfully.
    Note: When you select the day of the month, ensure that the date is valid for all months. The usage data is not published for months with invalid date. For example, if you choose 31, usage data is not published for months with 30 days or less.

autopublish_settings.png

Result:
If you publish usage data manually, the usage data for the selected clients is published immediately to ConnectWise. If you configure rCloud to publish usage data automatically, the usage data is published to ConnectWise monthly, on the scheduled date.

The managers receive an email notifying them about the status of the publish operation. rCloud also maintains a record of the previous ten publish operations. To view historical information about the previous publish operations, select an entry in the Publish History list. You can view details such as the date and the time the usage data was published to ConnectWise, the email ID of the manager who initiated the publish operation, and the publishing mode; manual or automatic.

CW_historicalinfo.jpg

Verify Backup Stats Data Publish Within ConnectWise
  1. Navigate to the Company you published to and scroll to click the Configuration tab.
  2. Verify that the Billable Space, Year and Month fields are correct.

Note: These are the only data points sent from rCloud to ConnectWise.

CW_usagedata_details.jpg

Connect Backup Stats to an Agreement (Advanced Billing Option)

[^top] Use this procedure to configure the advanced billing option for ConnectWise.
Note: The screen captures for configuring ConnectWise are included for informational purpose only. These screen captures might differ from the actual ConnectWise user interface, which can change at any time.

Configure ConnectWise to Flow Usage Into Additions
  1. Create a ConnectWise Management Backup:

    a. On the ConnectWise page, in the left navigation pane, click System > Setup Tables >
    Management Backup.

    b. Click the New Item icon.

    c. In the Agreement Type list, select Managed Service.

    d. In the Product list, select the product that you created earlier.

    e. In the Billing Level list, select Detail.

    CW_advancedoption_mgtbackup.jpg

  2. Create a ConnectWise Agreement:

    a. Navigate to the Company you want to bill (in this example: Law Office of R. Smith)

    b. Click the Agreements tab.

    c. Click the New Item icon.

    d. In the Agreement Type list, select Managed Service.

    e. In the Agreement Name field, enter a name.

    f. Set the Start Date and Billing Start date to a day earlier than or equal to the 1st of the
    month to bill for.

    CW_advancedoption_agreement.jpg

  3. Set up ConnectWise Company Integration:

    a. As in the basic setup, navigate to the Company you want to bill, if required scroll horizontally and click the Management tab.

    b. In the Default Agreement list, select the agreement that you created in the previous step.

    CW_advancedoption_setupcw_integration.jpg

Verify Data Flow Into ConnectWise Agreement Additions

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  1. On the ConnectWise page, in the left navigation pane, click Setup > Setup Tables > Management.
  2. Click Sync Now.
  3. Navigate to the Agreement created for the company you want to bill and click the Additions tab.
  4. Verify that one addition exists for each client usage size sent from rCloud to ConnectWise.

    CW_advancedoption_verifyadditionsflow.jpg

FAQs- rCloud and ConnectWise Integration

[^top] Q: What is ConnectWise?
ConnectWise provides a business management platform that seamlessly integrates all business functions and information to provide greater operational efficiency. With ConnectWise, Managed Service Providers (MSPs) can streamline business operations by integrating and automating business workflows, customer service, sales, marketing, billing, and invoicing to increase business efficiency and profitability. For detailed information about ConnectWise, see http://www.connectwise.com/.

Q: How can MSPs benefit from the ConnectWise integration?
MSPs need to generate invoices and bill their clients for the third-party services that their clients subscribe to. ConnectWise integrates seamlessly with third-party services to automatically import data that is required for generating invoices and for billing the clients. When you integrate rCloud with ConnectWise, rCloud can publish usage data automatically to ConnectWise making the billing process more efficient and scalable.

Q: How can I integrate rCloud with ConnectWise PSA to publish usage data?
You configure your ConnectWise setup to accept rCloud usage data and rCloud to publish usage data to ConnectWise.
Configure the following settings in your ConnectWise setup to import usage data from rCloud:

  • ConnectWise Product: The name and details of the product that correspond to the service that you want to bill your clients for. In this case, billable storage provided by rCloud.
  • ConnectWise Integrator Login: ConnectWise login credentials.
  • ConnectWise Management IT solution: A management solution to represent rCloud services.
  • ConnectWise Managed ID: A unique ID that links a ConnectWise company to an rCloud client of a partner.

Configure the following settings in the rCloud web application to export rCloud usage data to ConnectWise. Ensure that the values configured in the rCloud web application match with the settings configured in ConnectWise.

  • ConnectWise Site: The URL where ConnectWise connector is hosted.
  • Company ID: The name of the company.
  • Integrator Username and Password: ConnectWise integrator login credentials.
  • Management IT Name: The name for the management solution created in ConnectWise.
  • Managed ID: The unique ID that identifies the rCloud client in ConnectWise.
    For any questions about integrating rCloud with ConnectWise, you can contact Accelerite Support.

Q: In how many ways can I publish rCloud usage data to ConnectWise?
You can publish rCloud usage data to ConnectWise in the following ways:

  • Manual: rCloud usage data is published on demand.
  • Automatic: rCloud usage data usage is published automatically each month on a scheduled day.

Q: When should I use the 'publish now' feature?
You can publish rCloud usage data to ConnectWise manually in the following situations:

  • On-demand publishing. Use manual publishing if you want to publish usage data immediately rather than waiting for the scheduled date.
  • Testing automatic publishing. You can manually publish usage data and compare the values with those published automatically to ensure that automatic publishing works correctly.
  • Adding a new client. If you onboard a new client, you can manually publish usage data for only the newly added client.
  • Automatic publishing failure. In situations where automatic publishing fails (for example, service downtime), you can log in to rCloud web application and publish usage data manually.

Q: What is the automated data publish feature?
You can configure rCloud to automatically publish usage data to ConnectWise each month on a scheduled day for some or all of your clients.

Q: What are the benefits of publishing rCloud usage data to ConnectWise in an automated manner?
Automatic publishing makes generating invoices and billing your clients more efficient and scalable. For automatic publishing, you log in to the rCloud web application just once and configure the date on which you want to publish the usage data. After you configure rCloud to publish automatically, you do not have to log in the rCloud web application each time you need to publish the usage data. After the usage data is published to ConnectWise as scheduled, you receive email notifications describing the status of the automated publishing.

Q: What are the prerequisites for configuring the automated data publish feature?
You must configure your ConnectWise setup as described in the 'Configure ConnectWise to accept usage data from rCloud' section. You then configure and save the following settings in the rCloud web application. Ensure that the values you specify in the rCloud web application match those configured in ConnectWise.

  • ConnectWise Site
  • Company ID
  • Integrator Username and Password
  • Managed ID
  • Backup Stats

Q: When should I use the automated data publish feature?
Automatic publishing is the preferred method for publishing rCloud usage data to ConnectWise. You can use automatic publishing in the following situations:

  • Scheduled publishing. If your billing cycle is monthly, you can select the day when you want to publish the usage data. The usage data is published automatically on the same day each month.
  • Eliminate dependency. You can eliminate dependency on availability of a particular manager by configuring and saving the settings in the rCloud application.

Q: Can I set any day for the automatic data publish feature?
Yes. You can set the day of the month when you want to publish the rCloud usage data to ConnectWise. The usage data is published on the same day each month.

Q: Can I set dates for publishing data client-wise?
No. Currently, you can configure the publish date for each partner. For all clients of a particular partner, usage data is published on the same day.

Q: How would the system / service publish my data if I change the configured day to a previous/later day?
If you change the configured day to a day that is later than the current day of the month, the usage data is published on the newly configured day. For example,
Configured day: 6th day of each month
Current day: 3rd day of the month
Changed configured day to: 5th day of each month
Usage data published to ConnectWise: Yes, on the 5th day of each month

If you change the configured day to a day that is earlier than the current day of the month, the usage data is not published on the newly configured day. However, for subsequent months, the usage data is published as per the newly configured day. For example, Configured day: 6th day of each month
Current day: 3rd day of the month
Changed configured day: 1st of each month
Usage data published to ConnectWise: No, but is published for subsequent months as per the changed configured date.

Q: How would I be notified if I use the automatic data publish feature to publish the usage data to ConnectWise?
The managers receive an email informing them whether the usage data was published successfully, or if there was a failure to publish the usage data due to causes that were internal or external to rCloud.

Q: Can I view logs / history of previous instances of rCloud usage data that is published?
Yes. rCloud maintains a history of the last ten instances of published usage data. You can view historical information such as the date and time the usage data was published, the email ID of the manager who initiated the publishing, and the type; manual or automatic.

Q: How do I check the published usage data in ConnectWise?
If you have a basic ConnectWise setup, you can view the published usage data in the Billable Space field on the Configuration tab of company you published to. If you have a ConnectWise setup with an advanced billing option, you can view the published data in the Quantity column on the Additions tab of the company you published to.

Q: How do you ensure the data is published in the event of system / service downtime?
In event of a system failure or during downtime, Accelerite Customer Support sends a report with details of the usage data to all the partners.

Q: What API version of ConnectWise do you support?
We support ConnectWise 1.1 SOAP API.

 
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