Connectwise integration: Mapping organizations and products

Introduction

This article explains how to map Platform records to their ConnectWise counterparts before posting any invoice data. Mapping is done on the Mapping page and must be completed in order: Organizations first, then Products, then Invoices.

In this article:

• Mapping page
• Mapping best practices
• Organizations tab
• Products tab
• Invoices tab
• Re-mapping behaviour and automatic propagation

Mapping page

The Mapping page is where you link Platform records to ConnectWise records before posting any Invoice data. It contains three tabs that should be completed in order: Organizations, Products, and Invoices.

Mapping Best Practices

In the top-right corner of the Mapping page, a Best Practices button with a yellow lightbulb icon opens a modal dialog with recommended guidelines.

The modal lists the following best practices:

1. Map organizations and products first: Always complete organization and product mapping before attempting to load and sync invoices. Unmapped invoice lines cannot be posted to ConnectWise.
2. Load Products incrementally: Use Load Products with a 1-3 month window initially. This keeps the product list focused on actively invoiced offers rather than your entire catalogue.
3. Keep organizations current: Run Sync Organizations after any significant customer onboarding activity to keep the organization list current.
4. Check for Response Errors: If you see a Response Error badge in the Mapping Status column, refresh the page after a few minutes — this indicates a temporary communication issue with the ConnectWise integration.
5. Post invoices after month-end: Post invoices to PSA only after all invoices for the month have been received from the provider. Posting partial months can create reconciliation issues.
6. Manage Automated Sync: Enable Automated Daily Sync if your volume of fully-mapped invoice lines is consistently high. Disable it during periods of active remapping or configuration changes.
7. Handle multi-org mapping: If multiple Platform Organizations map to a single ConnectWise company, you must manually specify which ConnectWise Agreement each invoice line should post to.
8. Charge End Date: When no rules in settings are configured or manual overrides are applied, Charge End dates are automatically adjusted during sync. Non-recurring invoice lines use the last day of the start month as the end date. Recurring invoice lines sync without an end date.

Click Close to dismiss the modal.

Organizations tab

The Organizations tab is where you map Platform Organizations to ConnectWise companies. Only Organizations that participate in valid invoices are pulled from the Platform — the full Organization list of the Seller is not transferred.

Initial state and Sync Organizations button

On first access, the table is empty because no ConnectWise data has been retrieved yet. Click Sync Organizations (top-right of the tab, in the Platform's primary colour) to retrieve companies from ConnectWise and populate the list. Hover tooltip: "Sync organizations from your PSA tool".

While the sync is in progress, the button is disabled and a "Sync in progress" indicator is displayed. Once complete, the button re-enables and the grid populates with the latest data.

Search

The search field above the table searches across multiple columns. Accepted search inputs:

• Organization Name
• Organization Reference #
• PSA Organization Name
• PSA Organization ID

Organizations grid columns

The grid displays all Organizations for the Seller, one row per record. All rows are rendered on a single line; values do not stack. The grid supports horizontal and vertical scrolling with sticky headers, and the row under your cursor is highlighted on hover.

• Organization Name — the Organization name as it appears in the Platform. Sortable (alphabetical, ascending or descending).
• Organization Reference # — the reference ID of the Organization in the Platform. Sortable.
• Organization Status — the Organization status in the Platform, shown with a coloured status circle matching the appearance of the main Organizations grid (for example, a green circle for Active, a blue circle for New). Sortable and filterable via the funnel icon in the column header.
• PSA Organization Name — the mapped ConnectWise company name. For unmapped rows, displays "Click to select" in blue. Clicking opens a dropdown of all available ConnectWise companies.
• PSA Organization ID — the ConnectWise company identifier. Editing either PSA Organization Name or PSA Organization ID automatically updates the other field. Searchable through the search bar above the grid.
• PSA Organization Status — the Organization status as reported by ConnectWise. Filterable via the funnel icon.
• Excluded from Sync — Yes or No. Sortable and filterable. When set to Yes, no Invoice lines from this Organization are sent to ConnectWise, even if the rest of the mapping is complete. This column is editable inline.
• Mapping Status — Mapped or Unmapped, displayed as a badge. Filterable. If the Platform cannot retrieve data from ConnectWise, the badge shows Response Error with the tooltip "Please refresh the page in a few minutes and try again."
• Actions — row-level icons described below.

Sorting and filtering

Sortable columns display an arrow indicator in the header when active (upward arrow for ascending, downward arrow for descending). Click the header to toggle the sort direction. Filterable columns display a funnel icon in the header; click the funnel to open a multi-select dropdown of the available values.

Actions column

• Edit (pencil icon) — turns blue on hover and shows the tooltip "Edit mapping". Clicking opens the row for inline editing of the ConnectWise mapping.
• Unmap (trash icon) — turns red on hover and shows the tooltip "Unmap". Clicking removes the ConnectWise mapping for this row. The row remains in the grid but its Mapping Status changes back to Unmapped.

Mapping an Organization step by step

1. Locate an unmapped row in the grid (one whose Mapping Status is Unmapped).
2. Click Click to select in either the PSA Organization Name or PSA Organization ID column. A dropdown appears.
3. In the dropdown, search by name or ID. The dropdown lists all available ConnectWise companies. Already-mapped companies remain available because a single ConnectWise company can be linked to multiple Platform Organizations (one-to-many relationship).
4. Select the appropriate ConnectWise company. The other column (PSA Organization Name or PSA Organization ID) updates automatically.
5. Set Excluded from Sync to No if you want Invoice lines for this Organization to be eligible for syncing.
6. Click the green check button in the Actions column to save, or the red X to cancel.
7. The row's Mapping Status updates to Mapped and the saved values are persisted.

Editing an existing mapping

1. Click the Edit (pencil) icon in the Actions column.
2. The PSA Organization Name, PSA Organization ID, and Excluded from Sync fields become editable inline.
3. Adjust the values as needed. Selecting a different ConnectWise company auto-fills the other field.
4. Click the green check button to save, or the red X to revert.

Pagination and summary line

Below the table:

• "Showing X of Y organizations"
• "Total organizations: X | Mapped: Y | Unmapped: Z"
• A pagination bar with Items per page (default 20), the current range (e.g., 1 – 20 of 776), a page number input, and previous/next arrows.

How mapped Organizations appear in ConnectWise

Organizations being mapped in the Platform are connected to the PSA Organization, existing in the ConnectWise:

Mapping settings for the Platform Organization mapped to the above ConnectWise Organization:

Products tab

The Products tab maps Offers from the Platform to products in ConnectWise. Only Offers that appear on Invoices are loaded — the entire Platform catalogue is not synced. This limits the mapping workload to Offers that are actually being billed.

Creating one ConnectWise product per Platform Offer (rather than per commitment-billing combination) keeps the mapping simpler and avoids duplication.

Load Products button

The Load Products button (top-right of the tab, in the Platform's primary colour) retrieves Offers that have appeared on Invoices in a selected time window. Hover tooltip: "Load invoice-related offers". Clicking it opens a modal.

Load Products modal:

• Header: "Load Products"
• Description: "Select the time period to load invoice-related offers."
• Period dropdown: a rolling window from Last 1 month through Last 12 months. The window is rolling, not calendar-based — for example, on 18 May 2026, Last 3 months covers invoices dated from approximately 18 February 2026 onward.
• Buttons: Cancel (closes without loading) or Load (in primary colour, executes the load).

Products grid columns

The grid displays one row per Offer. All values render on a single line; horizontal scrolling reveals additional columns. The row under your cursor is highlighted on hover.

• Offer Name — the Offer name in the Platform. Sortable.
• Offer ID — the Offer ID in the Platform. Sortable.
• Offer External ID — the Vendor-side Offer identifier. Sortable. For Offer for Default Subscription (custom invoices, see Invoices tab below), this column shows "n/a".
• Vendor Name — the Vendor associated with this Offer. Sortable and filterable.
• PSA Product Name — the mapped ConnectWise product name. "Click to select" for unmapped rows. Clicking opens a dropdown of ConnectWise products.
• PSA Product ID — the mapped ConnectWise product identifier. Sortable. Editing either PSA Product Name or PSA Product ID automatically updates the other field.
• Mapping Status — Mapped or Unmapped (sortable, filterable). Displays Response Error with the tooltip "Please refresh the page in a few minutes and try again." if the ConnectWise response is unavailable.
• Actions — Edit (pencil) and Unmap (trash) icons; behaviour is identical to the Organizations tab.

Search

The search field above the grid accepts: Offer Name, Offer ID, Offer External ID, or PSA Product ID.

Mapping a Product step by step

1. Locate an unmapped row in the grid.
2. Click Click to select in either the PSA Product Name or PSA Product ID column.
3. Search the dropdown by name or ID and select the appropriate ConnectWise product.
4. Click the green check button in the Actions column to save, or the red X to cancel.

Summary line and pagination

• "Showing X of Y offers"
• "Total offers: X | Mapped: Y | Unmapped: Z"
• Pagination bar with the same controls as the Organizations tab.

How to find mapped Products in ConnectWise

Each invoice-related Platform Offer can be mapped to a corresponding ConnectWise Product from the dropdown list.

Mapped Product in the Platform:

Related Company's Product details in the ConnectWise:

Invoices tab

The Invoices tab is the final step of the mapping workflow. It loads Invoice lines from the Platform, allows you to complete line-level mapping, and lets you post fully mapped lines to ConnectWise as Additions.

For full details on the Invoices tab — including loading invoice lines, the grid columns, inline editing, Bulk Update, syncing, and Custom Invoices — see Loading and syncing invoice lines.

Re-mapping behaviour and automatic propagation

Mapping in the Platform is anchored at two levels: the Organization (which links to a ConnectWise company) and the Contract / Agreement (which links to a ConnectWise Agreement). Every Invoice line belongs to exactly one Contract, so changing one of these higher-level mappings cascades to all Invoice lines that share it.

What this means in practice

• Change the PSA Organization for an Organization — all Invoice lines for that Organization that have not yet been synced will, on the next sync, be posted to the new ConnectWise company and its Agreements.
• Change the PSA Agreement for a Contract — all Invoice lines belonging to that Contract that have not yet been synced will, on the next sync, be posted under the new Agreement. You do not need to update each individual Invoice line in the grid.
• Change the PSA Product for an Offer — all Invoice lines with that Offer that have not yet been synced will, on the next sync, be posted using the new ConnectWise product.

Summary

This article covered the full mapping workflow for Organizations and Products — the two foundational mapping steps that must be completed before any invoice lines can be posted to ConnectWise. It also explained how mapping changes propagate automatically to unsynced invoice lines. For the next step — loading, reviewing, and syncing invoice lines — see Loading and syncing invoice lines.

Related content

• ConnectWise integration overview
• Setting up the ConnectWise integration
• Loading and syncing invoice lines
• Invoice lines in ConnectWise
• How configuration settings are reflected in ConnectWise
• System Logs and troubleshooting