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Zynk

PSA

ConnectWise Integration

Zynk's ConnectWise integration links ConnectWise PSA to the accounting system your finance team runs. Invoices, expenses and procurement leave ConnectWise through accounting batches, already coded to your general ledger, and client payments come back against the matching invoices. It suits managed service providers using Sage 50, Sage 200, Xero or QuickBooks alongside ConnectWise.

Available for
Workflow

Capabilities may differ depending on the product.

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Benefits

Why businesses connect ConnectWise

GL batches posted for you

Zynk reads unposted invoices, expenses and procurement from the ConnectWise accounting interface, complete with the GL accounts set up in ConnectWise, and posts them to your ledger without a manual batch export and import.

Batches closed off in ConnectWise

After posting, Zynk creates an accounting batch in ConnectWise for the records it processed, so they drop out of the next export exactly as they would after a batch run by hand.

Payments visible to service teams

Payments recorded in the accounting system import against the matching ConnectWise invoices, so account managers and the service desk can see what a client owes before agreeing more work.

One client list

Companies and contacts export from ConnectWise to create customer accounts in finance, and companies can be imported into ConnectWise from a CRM, so a new client is only set up once.

Procurement in the ledger

Purchase orders raised in ConnectWise for hardware and licences export to the accounting system, so finance sees committed spend before the supplier invoice arrives.

Agreements and projects for reporting

Agreements, billing cycles, projects and members can be exported to a database or spreadsheet, giving finance the data to report on recurring revenue and project profitability outside ConnectWise.

Capabilities

What you can do with ConnectWise

Every task the Zynk ConnectWise connector can run, grouped by the direction data moves.

Import into ConnectWise

Data Zynk writes into ConnectWise

4 tasks

  • Activities → into ConnectWise
  • Agreements → into ConnectWise
  • Companies → into ConnectWise
  • Invoice payments → into ConnectWise

Export out of ConnectWise

Data Zynk reads out of ConnectWise

15 tasks

  • Accounting batch → out of ConnectWise
  • Accounting batches → out of ConnectWise
  • Activities → out of ConnectWise
  • Agreement types → out of ConnectWise
  • Agreements → out of ConnectWise
  • Billing cycles → out of ConnectWise
  • Catalog items → out of ConnectWise
  • Companies → out of ConnectWise
  • Contacts → out of ConnectWise
  • Departments → out of ConnectWise
  • Invoices → out of ConnectWise
  • Locations → out of ConnectWise
  • Members → out of ConnectWise
  • Projects → out of ConnectWise
  • Purchase orders → out of ConnectWise

Actions in ConnectWise

Tasks Zynk can automate in ConnectWise

1 task

  • Create accounting batch → in ConnectWise

Need something that isn't listed?

Most ConnectWise projects include at least one custom step. Our team builds it for you.

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The problem

Why integrate ConnectWise?

ConnectWise PSA runs service delivery and billing, but the general ledger lives somewhere else. Without integration, finance exports accounting batches, reshapes them for the accounting package and posts them by hand, then rekeys payments so ConnectWise knows who has paid. The gap costs time every month and invites errors.

Without integration

  • Accounting batches exported and reformatted for the ledger by hand
  • Records posted twice because a batch was never closed
  • Service desk unaware that a client has unpaid invoices
  • New clients set up separately in ConnectWise and in finance
  • Hardware purchase orders missing from the accounts

With Zynk

  • Unposted invoices, expenses and procurement post to the ledger automatically
  • A ConnectWise batch is created for everything Zynk posts
  • Invoice payments import into ConnectWise from the accounts
  • Companies export from ConnectWise to create customer accounts
  • Purchase orders export to the accounting system

How it works

How the ConnectWise integration works

  1. Step 1: Connect with API keys

    Generate public and private API keys for a ConnectWise member and give Zynk your site URL and company name. Cloud-hosted and on-premise ConnectWise instances are both supported.

  2. Step 2: Map the ledger

    Match ConnectWise GL accounts, tax codes, locations and departments to the nominal codes, tax rates and cost centres in your accounting system, and choose how much invoice line detail to carry across.

  3. Step 3: Post and close the batch

    Each run exports unposted records, posts them and creates a ConnectWise accounting batch for the ones that succeeded, which removes them from the next export.

  4. Step 4: Bring payments back

    A second workflow exports payments from the accounting system and imports them against the matching ConnectWise invoices, on whatever schedule suits your credit control.

Integrations

What can you connect to ConnectWise?

Sage 50 UKSage 200XeroQuickBooksHubSpotSage IntacctMicrosoft Dynamics 365 Business CentralSalesforceSage Business Cloud AccountingSQL Server

ConnectWise and Sage 50 UK

Post ConnectWise invoices to Sage 50, create Sage customers from ConnectWise companies and return payments recorded in Sage 50 to the invoices they settle.

From ConnectWise to Sage 50 UK:Invoices, CompaniesFrom Sage 50 UK to ConnectWise:Payments

View the Sage 50 UK integration →

ConnectWise and Sage 200

Send ConnectWise invoices and procurement to Sage 200 and import Sage 200 receipts into ConnectWise, so service and finance agree on what each client owes.

From ConnectWise to Sage 200:Invoices, Purchase ordersFrom Sage 200 to ConnectWise:Payments

View the Sage 200 integration →

ConnectWise and Xero

Create Xero invoices and contacts from ConnectWise, then bring Xero payments back so paid invoices are clear to anyone working in ConnectWise.

From ConnectWise to Xero:Invoices, CompaniesFrom Xero to ConnectWise:Payments

View the Xero integration →

ConnectWise and QuickBooks

Raise QuickBooks Online invoices from ConnectWise billing and import QuickBooks payments, ending the double entry between PSA and accounts.

From ConnectWise to QuickBooks:InvoicesFrom QuickBooks to ConnectWise:Payments

View the QuickBooks integration →

ConnectWise and HubSpot

Create ConnectWise companies from HubSpot records and log sales activities against them, so the service team inherits the full history of a new client.

From HubSpot to ConnectWise:Companies, Activities

View the HubSpot integration →

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Articles

Articles related to ConnectWise

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ConnectWise integration FAQs

How does ConnectWise work with Sage 50?
Zynk exports unposted invoices from ConnectWise PSA and posts them to Sage 50 Accounts, creates customers from ConnectWise companies, and imports payments recorded in Sage 50 back against the ConnectWise invoices they relate to.
Does Zynk work with ConnectWise PSA and ConnectWise Manage?
Yes. ConnectWise PSA is the current name for the product previously called ConnectWise Manage. Zynk connects through its REST API using a member's public and private API keys, whether your instance is hosted by ConnectWise or on premise.
How does Zynk handle ConnectWise accounting batches?
Zynk reads the same unposted invoices, expenses and procurement that the accounting interface export would produce, including GL account numbers. After posting, it creates a batch in ConnectWise so those records are treated as exported and do not appear again.
Can ConnectWise invoices go to Xero or QuickBooks Online?
Yes. Invoices exported from ConnectWise can be created in Xero or QuickBooks Online with the matching customer, account codes and tax rates. Payments recorded in either system can then be imported back into ConnectWise.
Can client payments be recorded in ConnectWise automatically?
Yes. Zynk imports invoice payments into ConnectWise using payment data exported from your accounting system. ConnectWise allows a single payment per invoice, and the workflow is designed with that rule in mind, so each invoice shows what the client has paid.
Is it possible to link ConnectWise with HubSpot or Salesforce?
Yes. Companies and activities can be imported into ConnectWise from a CRM such as HubSpot or Salesforce, and companies, contacts and agreements can be exported for use elsewhere. This keeps client details consistent between sales and service teams.
Can expenses logged in ConnectWise be posted to the accounts?
Yes. Unposted expenses are part of the accounting batch data Zynk reads from ConnectWise, alongside invoices and procurement. They post to your ledger using the GL accounts mapped in ConnectWise, then are closed off in a ConnectWise batch like everything else Zynk processes.
Which records can Zynk read from ConnectWise PSA?
Zynk can export accounting batches, invoices, agreements, agreement types, billing cycles, catalog items, companies, contacts, departments, locations, members, projects, purchase orders and activities. Exports can be filtered with conditions and limited to new or modified records.

See what Zynk can automate for your ConnectWise setup

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