ConnectWise Integration Connector

Provides integration with the ConnectWise PSA CRM system used by companies all around the world for professional services automation. Find out more at www.connectwise.com

SKU: ZNK-CONWISE Category:

Description

The ConnectWise PSA connector provides a number of tasks that allow you to automatically download information from your ConnectWise PSA system.

Tasks include

  • Export Accounting Batches
  • Export Activities
  • Export Agreement Types
  • Export Agreements
  • Export Billing Cycles
  • Export Catalog Items
  • Export Companies
  • Export Departments
  • Export GL Batch
  • Export Invoices
  • Export Locations
  • Export Members
  • Export Projects
  • Export Purchase Orders
  • Import Accounting Batches
  • Import Activities
  • Import Agreements
  • Import Companies
  • Import Invoice Payments

Full documentation relating to the connector can be found https://docs.zynk.com/workflow/documentation/connectwise

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