SolarWinds Backup Help

ConnectWise Billing integration with Cloud Management Console

ConnectWise® Billing Integration allows partners with a ConnectWise PSA account to establish linkage between their managed end-customers in both of the consoles. The integration allows partners to define managed services that track storage use and create billing reports from within the ConnectWise management console, significantly reducing the time and steps involved into managing account billing.

Here are the step-by-step instructions to establish integration between your existing ConnectWise account and the Cloud Management Console.

Step 1: Launch the ConnectWise Internet Client

Launch the ConnectWise® Internet Client and log in using your existing credentials.

Do not have the ConnectWise Internet Client yet? Download it from the ConnectWise Workstation Installation page.

Step 2: Create a new integrator login

In ConnectWise, create a new integrator login that you will use in the Cloud Management Console later.

  1. From the vertical menu, select System > Setup Tables.
  2. Find the Integrator Login table, and then click on its name.

  1. Click the New Item icon.
  2. Configure settings for the new integrator login. Set Access Level to All records and then select the following APIs:
    • Managed Services API
    • Company API
    • Product API
    • Reporting API

  1. Click the Save and Close icon.

Step 3: Create a new managed device integration

Create a new managed device integration. This is where you will name your managed backup service.

  1. From the vertical menu, select System > Setup Tables.
  2. Find the Managed Devices Integration table, and then click on its name.

  1. Click the New Item icon.
  2. Configure settings for the new integration record.
    • From the Integrator Login list, select the login created at the previous step ("Step 2: create a new integrator login").
    • Uncheck the Disable Newly discovered Cross-References option.
    • Check the Match on Serial Number option.
  3. Click the Save and Close icon.

You will need to enter the Solution name to the Cloud Management Console later on.

Step 4: Create a company

Within ConnectWise, create a company for each of the resellers you have created the agreement for.

  1. From the vertical menu, select Companies > Companies.
  2. Click the New Item icon.
  3. Fill out the required settings. Assign a unique Company ID to each company.
  4. Click the Save and Close icon.

Step 5: Create contacts

Within ConnectWise, add a contact for the company you have just created.

  1. From the vertical menu, select Companies > Contacts.
  2. Click the New Item icon.
  3. Fill out the settings for the new contact. From the Company list, select the company you created at step 4 above.
  4. Click the Save and Close icon.

Step 6: Create agreements for customers

Within ConnectWise, create an agreement for the company created at step 4.

  1. From the vertical menu, select Finance > Agreements.
  2. Click the New Item icon.
  3. Fill out the settings for the new agreement.
    • From the Agreement type list, select Managed Service.
    • Enter a descriptive Agreement Name.
    • Set the Start Date to the first day of the month.
    • Select No End Date.
    • From the Company list, select the company created at step 4.
  4. Click the Save and Close icon.

Step 7: Create a management solution

Within ConnectWise, create a management solution for the company created at step 4.

  1. From the vertical menu, select Companies > Companies.
  2. Find the company created in step 4, and then click on its name.
  3. Open the Management tab. Click the New Item icon.
  4. Fill out the settings. Assign a Managed ID to the company (you will need to enter it to thr Cloud Management Console later on). The Managed ID must contain only numbers (no letters or punctuation marks).
  5. Click Save.

Possible issues

Sometimes, you may find the Agreement and Device Type lists disabled. If this is the case, you will need to create a Managed Devices Integration Setup Table for the Solution. Here are steps to follow:

  1. From the vertical menu, select System > Setup Tables.
  2. Find the Management IT table, and then click on its name.

  1. Click the New Item icon.
  2. Assign a name for the new record and select a Management IT Solution for it.
  3. Click the Save and Close icon.

When done, go back to Companies > Companies and create the management solution as described above.

Step 8: Create products (optional)

Within ConnectWise, create one or more products to be sold (if you do not have suitable products yet). At least one product is required. Use several products if you want to utilize different price tiers per GB of storage.

  1. From the vertical menu, select Procurement > Products.
  2. Click the New Item icon.
  3. Configure settings for the new product.
    • From the Category list, select Managed Services.
    • From the Unit of Measure list, select Each to reflect each Gigabyte of storage used for backup.
    • Set Unit Price and Unit Cost as desired to account for the per-gigabyte cost of the service you provide.
  4. Click the Save and Close icon.

Step 9: Link to the Cloud Management Console

Launch the Cloud Management Console to begin linking the application.

  1. On the Partners pane, select the reseller or MSP to enable the integration for.
  2. Click Partner information view on the toolbar.
  3. Open the ConnectWise integration tab.
  4. Enter the ConnectWise settings you have configured at the previous steps.
  5. Click Connect and hold on till the connection is established.
  6. Find your customers listed in the Integration Info section.

  1. Complete the settings for each of your customers.
    • Enter the managed solution name that was created at step 3 (Step 3: Create a new managed device solution). The name is case-sensitive. Make sure you enter it exactly as it appears in the ConnectWise system.
    • Locate and enter an appropriate ID to the Managed ID field.
    • Select the desired Product you created for each customer or select Use ranges if you want to offer tiered pricing.
  2. Open the Ranges tab and define product ranges based on used Gigabytes of storage (optional).

  1. Return to the General tab and click Integrate to proceed.

The integration will complete within an hour. You will find new data in the ConnectWise system after that (Finance > Agreement > Additions). It will be regularly updated at hourly intervals.

Step 10: View changes in the agreements

The Integration creates additions to the selected ConnectWise Agreements. Here is how to view them:

  1. From the vertical menu, select Finance > Agreements.
  2. Locate and open the Agreement created at step 6 above (Step 6: Create agreements for customers).
  3. Open the Additions tab.