Integration with Connectwise Agreement Billing

[dsibiski]

From feature request:

Integration so that automatic billing can occur on Connectwise Agreements for Agents

Additional votes: 11

[Lowell-Syncrety]

Yes! This would be very useful for us as well. The current invoice has no customer information, so we have to provide manual access for the person reconciling products each month so they can look at, and expand each customer to see how many they have. They're not technical staff so they don't normally have (nor need) access.

[mendykrauss]

Any update on this?

[JImHaywood90]

This would be very useful. Currently, we use the Connectwise Automate API to compile a device count for each client by looking for windows workstations with AutoElevate installed, which we then use to update the clients agreement in Manage using the CWM Rest API. All working fine, but the script takes a very long time to run!

[qcomer]

@JImHaywood90 Why not use the Managed Services Agreement in Automate to sync? Built in and doesn’t require a script.

[JImHaywood90]

@qcomer I'm not entirely sure what you are referring to here. Can you provide a link to the documentation for this?

[qcomer]

@qcomer I'm not entirely sure what you are referring to here. Can you provide a link to the documentation for this?

Sure! https://docs.connectwise.com/ConnectWise_Automate_Documentation/070/130/030

I can send you some more information if you'd like. But high level and super crude -->

1. Create a new SKU under System > general > managed services catalog (make sure its a per-computer SKU)
   

2. Create a search like the following:
   

3. Create a new group with the Autojoin search, then add a Managed Services (on the Managed Services tab)
   
   

4. Do a group refresh, check one of the clients to verify:
   

5. In the Manage plugin, under Agreement Mappings > Select 'Managed Service Templates'. Create a new Template, and configure a template for the 'Automate Managed Service' (you should see the Auto Elevate SKU populated in here now. Map it to an appropriate CW Manage agreement class product and agreement type. My product here was just an example in a dev environment.
   
   

6. Under desired client, add a Managed Service Template to them and you can force a sync or wait for the agreement sync to sync at midnight.
   

Let me know, I can send you an official step-by-step guide we have.

[qcomer]

And, by all means...I am not saying this should be the end solution....but, it is a workaround much simpler than what some others mentioned they are currently doing.

@dsibiski This should be high up on the list.