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