Release Notes 221

Integration with ConnectWise PSA: Delivering End-to-End Billing Automation for MSPs 

AppXite has introduced a native integration with ConnectWise PSA, enabling MSPs and cloud service providers to automate the synchronization of organizations, products, agreements, and invoice data between both platforms. The integration helps eliminate manual data entry, reduce billing errors, and streamline operational workflows, allowing partners to manage recurring cloud and subscription services more efficiently.

The integration includes a dedicated integration dashboard with centralized monitoring, synchronization status tracking, and advanced mapping capabilities. Partners can configure their ConnectWise environment directly within AppXite, monitor integration health through dashboard insights, and gain greater visibility into billing and service management processes, helping accelerate invoicing cycles and improve operational scalability.

Learn more: 

• Watch the video 
• ConnectWise integration overview
• How to obtain ConnectWise credentials
• ConnectWise Setup Guide
• First steps with the ConnectWise integration
• Platform Contracts and ConnectWise Agreements
• Connectwise integration: Mapping organizations and products
• ConnectWise integration: Loading and syncing invoice lines
• Invoice lines in ConnectWise Manage
• Charge-date rules: how they affect Additions in ConnectWise

• ConnectWise integration: System Logs and troubleshooting

   

GDAP Relationship Reporting and Visibility

A dedicated GDAP Relationships Report gives partners centralized visibility into Microsoft GDAP relationships across their customer base. The report includes detailed organization, tenant, and relationship information such as relationship status, duration, expiration timelines, auto-extension settings, and key customer identifiers. In addition, summary statistics help partners quickly assess the overall health and coverage of their GDAP environment. Combined with AppXite CSP Support Offer and Microsoft GDAP automation capabilities, the report simplifies relationship management, improves operational oversight, and helps partners proactively maintain compliant support access.

Learn more: GDAP Report, How to configure and use the Microsoft CSP Support Offer?

Adobe Scheduled Subscription Renewal Management

AppXite now supports the creation and management of Adobe subscriptions in a new Pending status, enabling partners and customers to schedule new Adobe subscriptions that automatically become active on the customer's next renewal date. This capability simplifies product migrations, replacement of deprecated offers, and subscription portfolio changes while preserving renewal-level pricing and avoiding unnecessary prorated charges before the anniversary date. Pending subscriptions are fully visible and manageable within the platform, including status tracking, cancellation options, and synchronization with Adobe, providing greater flexibility and control over Adobe renewal planning and subscription lifecycle management.

Learn more: Adobe scheduled renewals

Improved CPQ Pricing Plan Tooltips

AppXite has improved the CPQ pricing plan experience by adding HTML support for tooltip content, enabling partners to create clearer and more user-friendly guidance directly within pricing plans. Tooltip messages now support formatting such as paragraphs, bold, italic, and underlined text, hyperlinks, and line breaks, making it easier to present detailed pricing information, instructions, and promotional details in a structured and visually appealing format. In addition, tooltip popups have been streamlined by removing the generic title header, delivering a cleaner and more intuitive end-user experience while preserving full configuration flexibility for administrators.

Learn more: Design section Overview: Tooltips

Seller Subscription Management Workspace

The platform has introduced a new Subscriptions section at the seller platform level, providing centralized visibility and management of all customer subscriptions from a single workspace. Authorized users can now monitor subscription status, renewals, costs, pricing, commitment terms, billing cycles, scheduled changes, and cancellation policies across their entire customer base. The new experience includes advanced search capabilities, customizable columns, export functionality, renewal and expiration filters, and direct navigation to customer-specific subscription views. In addition, platform administrators can configure Subscriptions as the default landing page, enabling faster access to subscription management and improving operational efficiency for sellers managing large subscription portfolios.

Learn more: Seller Subscription Management overview

API: Search Subscriptions API

Bulk Custom Invoice Line Creation

The platform now includes a new Custom Invoices workspace that allows users to create multiple custom invoice debit or credit lines in a single workflow. Alongside the existing single-line option, users can now add, clone, edit, and remove multiple invoice lines at once, significantly reducing manual effort and speeding up invoice preparation. The new experience includes bulk actions, validation controls, and a streamlined interface designed to improve efficiency and accuracy when managing custom billing adjustments.

Learn more: Custom Invoice overview