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



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

Tasks include

  • Download GL batch – downloads the GL transaction batch from ConnectWise in XML format
  • List Reports – LIsts all the reports available on the system
  • Run Report – Runs a report to the specified output file which can be then emailed to your team
  • Update GL Batch – this tasks is executed to mark a batch as “posted” once you have imported to your ERP system or Sage.

Price quoted is for a 12 month license which renews annually. All prices exclude VAT.

Full documentation relating to the connector can be found