ConnectWise integration overview

Introduction

This article explains what the ConnectWise integration is, how it works, and how to get started. For detailed instructions on each part of the setup and day-to-day workflow, follow the links in the In this article section below.

ConnectWise Manage is a professional services automation (PSA) and business management software widely used by Sellers to manage companies, agreements, products, and invoicing. The integration enables Sellers to map Organizations, Offers, and Invoice lines from the Platform to ConnectWise, and to post invoice lines as Additions on the ConnectWise side, where the final invoices are produced.

In this article:

• What is ConnectWise
• Getting started with ConnectWise integration
• End-to-end workflow at a glance

What is ConnectWise

ConnectWise Manage is a professional services automation platform widely used by IT service providers and Managed Service Providers (MSPs). Its Invoicing section is the central hub for invoicing and invoice-line data on the ConnectWise side.

ConnectWise Homepage

The objective of the Platform's integration with ConnectWise Manage is to provide all necessary information from the Platform to ConnectWise, enabling Sellers to produce invoices directly within their existing ConnectWise workflow. Data flows through dedicated APIs on both sides without manual intervention.

Key benefits:

• Centralises invoicing data from the Platform into the existing ConnectWise workflow.
• Automates the transfer of Organizations, Offers, and Invoice lines without manual re-entry.
• Supports flexible mapping, including one-to-many Organization relationships and configurable charge-date rules.
• Provides full visibility through dashboards, mapping grids, and 30-day system logs.
• Keeps the Platform's data unchanged — the integration acts as a proxy, applying transformation rules only at the moment of sync.

Getting started with ConnectWise integration

Before configuring the integration, make sure you have your ConnectWise API credentials ready. If you have not generated them yet, see How to obtain ConnectWise credentials.

The integration is set up in five steps. Each step is described in detail in the corresponding article.

• Step 1: Provide credentials
• Step 2: Configure the integration
• Step 3: Map organizations, products, and invoices
• Step 4: Sync invoices to ConnectWise
• Step 5: Validate the sync

Step 1: Provide credentials

Navigate to Settings → Integrations → PSA Tools → ConnectWise in the Platform and open the Authentication tab. Enter the following credentials:

• API URL — the base URL of your ConnectWise Manage instance (for example, https://na.myconnectwise.net)
• ConnectWise Company ID — your ConnectWise login identifier
• API Public Key and API Private Key — generated in ConnectWise under System > Members > API Keys

For detailed instructions on how to find the Company ID, Site URL, and generate API keys, see How to obtain ConnectWise credentials.

Click Test Connection to verify the credentials, then click Save. On a successful save, you are automatically redirected to the Mapping page.

Step 2: Configure the integration

Open the Configuration tab under Settings. At minimum, select an Agreement Type from the dropdown — this is required before any invoice lines can be posted to ConnectWise.

Optionally, configure the following:

• Charge End Date rules — define how the charge end date is calculated per charge type (for example, Last day of invoice month or First day of following month)
• Charge Start Date rules — define how charge start dates are adjusted per billing cycle
• Custom Charge Type Names — rename the six Platform charge types as they appear in ConnectWise
• Automated Daily Invoice Line Sync — enable to have fully mapped invoice lines posted automatically every night at midnight UTC

Click Save Configuration when done.

Step 3: Map organizations, products, and invoices

Mapping connects Platform records to their ConnectWise counterparts. Complete the three tabs on the Mapping page in order.

Organizations

1. Go to Mapping → Organizations and click Sync Organizations to retrieve your ConnectWise companies.
2. For each row, click Click to select in the PSA Organization Name column and pick the matching ConnectWise company.
3. Set Excluded from Sync to No for every organization whose invoice lines should be posted to ConnectWise.

Products

1. Go to Mapping → Products and click Load Products. Select a time window (start with 1–3 months) and click Load.
2. For each row, click Click to select in the PSA Product Name column and select the corresponding ConnectWise product.

Invoices

1. Go to Mapping → Invoices and click Load Invoices. Select Current Month, Previous Month, or both, then click Load.
2. For each row, verify that PSA Organization Name, PSA Product Name, and PSA Agreement Name are filled in. Use the pencil icon to edit a row inline, or Bulk Update to apply the same values across multiple rows.

Step 4: Sync invoices to ConnectWise

Once all invoice lines on the Mapping → Invoices tab are fully mapped, click Sync Invoices to PSA (top-right, in the Platform's primary colour). The Platform processes each line individually and posts it to ConnectWise as an Addition on the matching Agreement.

• Lines posted successfully update to Synced in the Status in PSA column.
• Lines that fail update to Error — check the System Logs page for details.
• Lines with Mapping Status = Unmapped are skipped silently and remain at Not Synced.

Alternatively, if Automated Daily Invoice Line Sync is enabled (see Step 2), fully mapped lines are posted automatically at midnight UTC without any manual action.

Step 5: Validate the sync

After syncing, confirm that the data arrived correctly in ConnectWise.

1. Open the Dashboard page in the Platform and check the Last Sync to PSA tile. It should show a recent timestamp.
2. In ConnectWise, navigate to Finance → Agreements, open the relevant Agreement, and click the Additions tab. Each synced invoice line appears as one row.
3. If any lines show Error status on the Platform's Invoices tab, open the System Logs page, filter by Error, and review the summary messages to identify and resolve the issue.

Platform overview for Last sync:

Synced Invoice Lines in ConnectWise Manage:

End-to-end workflow at a glance

The recommended order of operations is the following. Each step is described in detail in the corresponding article.

1. Authenticate — on the Settings > Authentication tab, enter your ConnectWise API credentials, click Test Connection, then Save.
2. Configure — on the Settings > Configuration tab, select an Agreement Type (required), optionally define Charge End Date and Charge Start Date rules, customise Charge Type names, and enable Automated Daily Sync. Click Save Configuration.
3. Sync Organizations — on the Mapping > Organizations tab, click Sync Organizations to retrieve companies from ConnectWise.
4. Map Organizations — link each Platform Organization to a ConnectWise company and set Excluded from Sync to No for the ones you want to bill.
5. Load and map Products — on the Mapping > Products tab, click Load Products, pick a time window, then map each Offer to its corresponding ConnectWise product.
6. Load Invoices — on the Mapping > Invoices tab, click Load Invoices and choose Current Month, Previous Month, or both.
7. Complete line-level mapping — for each row, ensure PSA Organization, PSA Product, and PSA Agreement are populated. Use Bulk Update for changes that apply to many rows at once.
8. Post invoices — click Sync Invoices to PSA to post all fully mapped lines, or use the per-row sync icon for a single line. Alternatively, leave Automated Daily Sync enabled so fully mapped lines are posted automatically each night at midnight UTC.
9. Monitor — review the Dashboard tiles for sync timestamps, and the System Logs page for detailed activity and errors.

Summary

The ConnectWise integration centralises invoice-line delivery from the Platform to ConnectWise Manage. The Platform remains the source of truth for invoices; ConnectWise receives mapped Invoice lines as Additions against the appropriate company, product, and Agreement. The setup follows five steps — authenticate, configure, map, sync, and validate — each covered in detail in the dedicated articles linked below. Once configured, the integration runs with minimal manual effort, either through monthly syncs or automatically via Automated Daily Sync.

Related content

• How to obtain ConnectWise credentials
• Setting up the ConnectWise integration
• Mapping organizations and products
• Loading and syncing invoice lines
• Invoice lines in ConnectWise
• How configuration settings are reflected in ConnectWise
• System Logs and troubleshooting
• PSA integration scope: AppXite and Partner responsibilities