Prerequisites

Before you set up and synchronize your data in Sherweb’s partner portal and ConnectWise, here are the prerequisites:

Create and/or update the ConnectWise agreements that need to be synchronized. The Billing Cycle must be "Monthly."
If you post-bill and prorate, you must select the Prorate Agreement option in your agreements.
Create or update products in ConnectWise. To link a product to an offer, enter "Sherweb" in the Vendor field of the product card.

Important notes

Only the most recent version of ConnectWise is supported.
If your ConnectWise is in On-premises Hosting mode, make sure your server is reachable from outside your network.
If you prorate and the initial synchronization does not occur immediately after your monthly billing, only recurring additions will be updated or created as needed. This means that you will have to create your prorated entries manually, from the beginning of the month to the day of the initial synchronization.
Yearly paid subscriptions can be mapped and synchronized to ConnectWise. Please review this document for more details on how this will work: PSA integration: ConnectWise Manage - Synchronization of yearly paid subscriptions – Monthly agreement
Unit Cost is synchronized without performance tier.
Unit Price is not synchronized. These values must be manually configured in Product Setup in ConnectWise.
Only agreements that have a cycle based on the calendar year will be supported.
If you have agreements that are at the parent level and you associate them for the first time with charges, you will have to add a cancel date to the pre-existing additions that correspond to the charges. This is required so you won't duplicate the additions. The additions will then update correctly.
Depending on the type of product you purchased from Sherweb, the data will be synchronized in ConnectWise at different frequencies. For example:
- Recurring quota-based offers like Microsoft 365 are synchronized immediately when a change is made in the portal.
- The quantity of usage-based offers like Online Backup, Proofpoint, SentinelOne, Azure, and Performance Cloud is synchronized on your billing date.
- The quantity of usage-based offers like Office Protect and QuickHelp is synchronized as soon as the usage is updated in the portal.

Configuration and synchronization procedures

1.In the partner portal, click Setup.

2.Click Billing Integrations.

3.Click Setup Connection in the ConnectWise tile

4.Enter the site and company name (the same as on the ConnectWise login screen). Then enter the public and private keys obtained in ConnectWise.

5.Click Test Connection.

6.When the Test Connection button turns green (indicating that the connection is successful), click Next.

7.Select the configuration option corresponding to your billing mode: Pre-billed or Post-billed. (Note that once saved, this option can no longer be edited).

8.If necessary, select the prorated billing method (for adding and/or deleting licenses).

9.If you do not want the Unit Cost price to be synchronized in the additions, unselect the option in the Synchronization section.

10.Click Save and Continue.

11.Click Start.

12.In the Offer Mappings tab, if you want to synchronize an offer with a product, toggle on the Sync option.
13.Please note that offers that cannot be synchronized (e.g., annual offers) are deactivated.

14.Select a ConnectWise product you want to associate with an offer.

15.Then, select your customer billing method.

16.When mappings are completed, click Save.

17.In the Organization Mappings tab, select a ConnectWise company to combine with an organization in the partner portal.

18.If you want to synchronize an organization to a company, toggle on the Sync option.

19.Then select the ConnectWise agreement.

20.When mappings are completed, click Save and Sync.

21.If metadata is available (for example, the list of licenses associated with a product), a Metadata link is displayed. When you select a company, you can click on this link to indicate which agreement you want to add the metadata to. The metadata will be sent at the end of each Sherweb billing cycle and will be added to the Comment field of the agreements (see example below).

Before you bill in ConnectWise, make sure that you don’t have a synchronization error. To do this, click on Status tab.
If there are synchronization errors, they will be displayed in this window. If this is the case, correct them and do a manual synchronization by clicking Resync erroneous items.