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 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 https://docs.zynk.com/workflow/documentation/connectwise