Integration with ConnectWise Invoicing Solution - Integration with AppXite platform

Introduction

This article describes the integration of the AppXite platform with ConnectWise Manage to streamline the invoicing process for vendors, distributors, resellers, managed services providers (MSPs), and end-customer organizations. The integration enables automated export of verified invoice data from AppXite to ConnectWise Manage's invoicing system.

In this article:

• ConnectWise Manage Invoicing
• Invoice Generation
• Invoice Statuses
• Data Export Process

One of the major purposes of the AppXite platform is to calculate billings and generate invoices based on sales that are performed on the platform. For some users of the AX platform, it is important to keep all invoicing data inside their own ERP/CRM or similar systems. This integration addresses that need by providing seamless data transfer between AppXite and ConnectWise Manage.

ConnectWise Manage Invoicing

ConnectWise Manage has a dedicated "Invoicing" section that contains invoicing and invoice lines data. This section serves as the central hub for all invoice-related activities within the ConnectWise ecosystem.

The objective of the AppXite platform invoicing integration with ConnectWise Manage is to provide all necessary information from the AppXite platform to ConnectWise Manage, enabling users to produce invoices directly within their existing ConnectWise workflow.

Data that is needed to produce invoices will be imported using respective APIs of the AppXite Platform and ConnectWise. This API-based approach ensures reliable, automated data transfer without manual intervention.

Invoice Generation

Invoices in the AppXite platform are generated based on a billing cycle date set for offerings and contracts, usually once per month (but can be more often depending on the settings of vendors). This flexible billing cycle accommodates various business models and payment structures.

To check invoices for a particular customer, users with appropriate permissions can select that customer and then navigate to the Invoices section to see a list of invoices. The invoice list provides a comprehensive overview of all invoicing activity for the selected customer.

Invoice Statuses

Invoices can have different statuses throughout their lifecycle, but only invoices in status "Verified" are valid for payment and import to ConnectWise. This status-based approach ensures that only properly validated invoice data is transferred to the ConnectWise system.

To see individual invoice rows, users should click on the "Invoice Id" number. This action opens the detailed invoice view, displaying all line items and associated information for that specific invoice.

Data Export Process

Information from "Incoming invoices" and "Incoming invoice details" will be exported to ConnectWise automatically when invoice status is changed to "Verified". This automated process eliminates the need for manual data entry and reduces the potential for errors.

The export process is performed by a scheduled job that is executed nightly. This ensures that all verified invoices are promptly transferred to ConnectWise Manage without requiring real-time processing that could impact system performance.

Summary

The AppXite-ConnectWise integration provides a streamlined solution for organizations that need to maintain their invoicing data within ConnectWise Manage while leveraging AppXite's powerful billing and invoice generation capabilities. The automated export process ensures data consistency and reduces manual workload for users managing invoices across both platforms.

Key benefits of this integration include:

• Automated data transfer for verified invoices
• Reduced manual data entry requirements
• Consistent invoice data across both platforms
• Flexible billing cycle support
• API-based integration for reliable data transfer

Limitations

Currently, the integration only supports the export of verified invoices to ConnectWise Manage. Draft or pending invoices must be verified within AppXite before they can be transferred to ConnectWise.