ConnectWise integration: Loading and syncing invoice lines

Introduction

This article explains how to load Invoice lines from the Platform, complete line-level mapping, and post fully mapped lines to ConnectWise as Additions. The Invoices tab is the final step of the mapping workflow and the one you return to every month.

In this article:

• Invoices tab overview
• Show invoices vs Load Invoices
• Invoices grid columns
• Editing invoice lines
• Bulk Update
• Syncing invoices to ConnectWise
• Custom invoices and corrections

Invoices tab overview

The Invoices tab is the final step of the workflow. It loads Invoice lines from the Platform for mapping completion and posting to ConnectWise as Additions.

NOTE! The integration does not generate final invoices directly inside ConnectWise during synchronization. The synchronization process creates and updates Agreement Additions. Final invoice generation still follows the standard ConnectWise invoicing workflow.

Show invoices vs. Load Invoices

Two different controls work with invoice periods. Understanding the difference is important:

• Show invoices (dropdown at top-left) — selects which historical period to display in the grid. Only periods that have previously been loaded into the integration are listed (up to 15 months back). This control does not retrieve new data; it switches the view between periods you have already loaded.
• Load Invoices (button at top-right) — retrieves fresh Invoice lines from the Platform for Current Month, Previous Month, or both. After loading, the new period becomes selectable in Show invoices.

Show invoices selector

The Show invoices dropdown at the top-left lets you view any previously loaded period, up to 15 months back. Selection is by calendar month.

Load Invoices

Click Load Invoices (top-right) to retrieve fresh Invoice lines from the Platform. A modal opens with the title "Load Invoice Lines" and the subtitle "Select which periods to load invoice lines for."

• Current Month — the calendar month currently in progress. For example, on 18 May 2026 this is invoices with Invoice Date from 1 May 2026 to 31 May 2026.
• Previous Month — the previous calendar month. For example, on 1 January 2026 this is invoices with Invoice Date from 1 December 2025 to 31 December 2025.

You can select either or both options. Click Load to execute, or Cancel to dismiss the modal without loading.

Invoices grid columns

The grid displays every Invoice line from the selected period, one row per line. All rows render on a single line with horizontal scrolling for additional columns. Sticky headers remain visible while scrolling vertically.

Platform-side columns (read-only):

• Selector — checkbox for multi-select. Selecting one or more rows enables the Bulk Update button.
• Invoice Date — the date the Invoice was created in the Platform. Sortable.
• Organization Name — the Platform Organization name. Sortable.
• Organization Reference # — the Platform Organization reference number. Sortable.
• Contract ID — the Platform contract ID associated with the line. Sortable and filterable.
• Offer Name — the Offer name in the Platform. Sortable and filterable. For custom invoices with no underlying Subscription, this column shows "Offer for Default Subscription".
• Offer ID — the Offer ID in the Platform. Sortable.
• Vendor Name — the Vendor name. Sortable and filterable.
• Billing Cycle — the Subscription billing period. Sortable and filterable.
• Commitment Term — the Subscription commitment term length. Sortable and filterable.
• Quantity — the Subscription Quantity. Sortable.
• Cost — the Cost Price (the price the Seller pays to the Distributor). Sortable.
• Revenue — the Customer Price (the price the Seller invoices to the Customer). Sortable.

Charge-related columns (editable, with badges):

• Charge Start Date — the start of the charge period. If a Charge Start Date rule from Configuration has been applied, the column shows a System Updated badge. If a user has manually overridden the value (either through edit-row or bulk update), the badge changes to User Updated. Sortable.
• Charge End Date — the end of the charge period. Same badge logic as Charge Start Date. Sortable. A tooltip on the column header explains: "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."
• Charge Type — the Platform Charge Type for this line (Cycle Fee, Correction, Usage Fee, Item Fee, Purchase Fee, or One Time Fee). If a custom name from Configuration applies, the column shows the customised name with a System Updated badge.

ConnectWise-side columns (editable mappings):

• PSA Organization Name — pre-filled from the Organizations tab if the Organization has been mapped there. For unmapped lines, shows "Click to select"; click to open the dropdown of available ConnectWise companies.
• PSA Organization ID — updates automatically when PSA Organization Name changes.
• PSA Agreement Name — the ConnectWise Agreement the line will post to. The dropdown is empty until a PSA Organization is selected; once selected, it lists all existing Agreements for that Customer. You can also choose to leave the agreement empty — in that case, a new Agreement is created on the ConnectWise side using the default Agreement Type from Configuration.
• PSA Product Name — pre-filled from the Products tab if the Offer has been mapped. Editable inline.
• PSA Product ID — updates automatically when PSA Product Name changes.

Status columns:

• Mapping Status — Mapped when all PSA-related columns are filled (PSA Organization Name, PSA Product Name, and either a PSA Agreement Name selection or the explicit "create new agreement" option). Shows Unmapped if any single value is missing.

• Status in PSA — reflects what happened when the line was synced. Possible values:

  • Synced — the line was successfully posted to ConnectWise.
  • Error — the sync attempt failed (see System Logs for details).
  • Not Synced — the line has not yet been posted.

  Sortable and filterable.

Editing Invoice lines

Inline editing — Actions column

• Edit mapping (pencil icon, blue on hover) — opens the row for inline editing. Editable fields: PSA Organization, PSA Agreement, PSA Product, Charge Start Date, and Charge End Date. Changes made on this tab become the default mapping going forward for new lines from the same Organization / Offer.
• Sync Invoice Line (upload icon, blue on hover) — triggers an immediate sync of this single line to ConnectWise. The button is disabled when the row's Mapping Status is Unmapped.

Editing a single Invoice line step by step

1. Click the Edit mapping pencil icon in the row's Actions column.
2. The PSA-side columns and the Charge Start Date / Charge End Date columns become editable inline.
3. Make your changes. Selecting a new PSA Organization automatically clears the PSA Agreement dropdown so it can be re-populated with the new Customer's agreements.
4. If you change Charge Start Date or Charge End Date, the value's badge updates from System Updated to User Updated.
5. Click the green check button in the Actions column to save, or the red X to cancel.

Bulk Update

The Bulk Update button (top-right area, above the grid) is disabled by default. It becomes active when one or more rows are selected, and its label updates dynamically to show the count (for example, Bulk Update (12)).

To perform a bulk update:

1. Select the rows you want to update by ticking the checkboxes in the Selector column. Rows already in Synced status cannot be selected (their checkbox is disabled).
2. Click Bulk Update (X). The button label confirms the number of selected rows.
3. A card opens with three editable fields. Leave any field empty to keep its current value. 
   • Charge Start Date — can be updated across all selected lines regardless of Customer.
   • Charge End Date — can be updated across all selected lines regardless of Customer.
   • PSA Agreement Name — can only be updated when all selected lines belong to the same Customer. Selecting rows from different Customers and entering an Agreement here causes the save to fail with an error.

4. Enter at least one value. The Apply button activates. 

   

5. Click Apply. A confirmation modal opens summarising the changes. 

   

   • Count: "You are about to update X selected invoice lines."
   • Changes: only the fields that were modified are listed (e.g., "PSA Agreement Name: Annual"). If a field was not changed, it is not displayed.
   • No-change state: if no values were modified, the confirmation dialog does not open.
6. Click Confirm to apply the change, or Back to return to the edit card.
7. The selected rows update in the grid. Modified fields display a User Updated badge.

Sync Invoices to ConnectWise

Click Sync Invoices to PSA (top-right, in the Platform's primary colour) to post all fully mapped Invoice lines to ConnectWise as Additions. If specific rows are selected via the checkbox column, only those rows are synced.

What happens during sync:

• The button is disabled and an "In progress" indicator appears.
• Each line is processed individually. Successfully posted lines update to Synced in the Status in PSA column.
• Lines that fail update to Error; the error reason is logged on the System Logs page.
• Lines with Mapping Status of Unmapped are skipped silently and remain at Not Synced.
• Once synced, the row is no longer editable on the Invoices tab; any further changes must be made directly in ConnectWise.

Search

The search field above the grid accepts: Organization Name, Organization Reference #, Offer Name, Billing Cycle, or Commitment Term.

Summary line and pagination

• "Showing X of Y invoice lines"
• "Total invoice lines: X | Mapped: Y | Unmapped: Z"
• Pagination bar with Items per page (default 20), the current range, page input, and previous/next arrows.

Custom Invoices and Corrections

Custom Invoices created directly in the Platform can also be synchronized into ConnectWise.

During synchronization, those records are mapped as Correction entries.

Custom Invoice processing is handled directly from the Invoices section of the Platform.

• The invoice line is posted into the selected ConnectWise Agreement.
• The synchronized line appears in ConnectWise as an Addition.
• The Charge Type is synchronized as Correction.
• The Platform Charge End Date appears in ConnectWise as the Cancellation Date.

Summary

This article covered the full Invoices tab workflow — loading invoice lines, completing line-level mapping, using inline editing and Bulk Update, and posting to ConnectWise with Sync Invoices to PSA. Once lines are synced, they appear in ConnectWise as Additions attached to Agreements. For details on what synced data looks like in ConnectWise and how cancelled Subscriptions are handled, see Invoice lines in ConnectWise.

Related content

• ConnectWise integration overview
• Setting up the ConnectWise integration
• Mapping organizations and products
• Invoice lines in ConnectWise
• Charge-date rules: how they affect Additions in ConnectWise
• System Logs and troubleshooting