ConnectWise Manage Billing Integration

Push your billable users in Phin to your ConnectWise Manage account for billing and reporting!

Beta Feature (under construction) 🚧

Phin's ConnectWise Manage Billing Integration is only available to select partners at this time and is actively being developed. It will be openly available soon!

Keep your eyes peeled for an announcement or reach out if you're interested to learn more.

Setup ConnectWise Manage Billing Integration

Setup your ConnectWise Manage billing integration by visiting your Integrations page in your Phin portal and selecting ConnectWise Manage

 

Review Permissions and Configure Integration

Phin's Integration pushes billable users from Phin to your ConnectWise Manage account for billing and reporting. There are 4 required fields in order to get started.

  • Company ID
  • ConnectWise API URL
  • Public Key
  • Private Key

This information can be obtained from your ConnectWise Manage account. Steps needed in ConnectWise are below.

  1. Go to your ConnectWise Manage login page. On this page, you will find 2 of required fields to configure Phin's ConnectWise Manage Billing Integration.
    1. Company ID - Company field
    2. ConnectWise API URL - URL used to log into ConnectWise
    3. Your Company ID and URL can also be found by going to System > My Company and viewing the name in the system url
  2. Once logged in, create a new role to assign to the new API member (step 3) in order to generate the Public Key and Private Key for the last 2 required fields. Skip this step (step 2) if you are assigning this API member the role "Admin". 
    1. Go to System > Security Roles and select the + to create a new role
    2. Name the new role "Phin Integration" and save
    3. Set the following Security Module permissions and save
      1. Companies > Company Maintenance > Inquire Level (All)
      2. Finance > Agreements > Edit Level (All)
      3. Finance > Agreements > Inquire Level (All)
  3. Create a Public Key and Private Key for the last configuration steps in Phin's ConnectWise Manage API setup.
    1. Go to System > Members > API Members and select the + to create a new API Member
    2. Name the Member ID and Member Name
    3. Add the System required fields, making sure to select your desired role under
    4. Go to the API Keys tab and select the + to create your required API keys
    5. Add a name in the description field and save
    6. Add the Public Key and Private Key that have been generated to the Phin ConnectWise Billing Integration configuration page
  4. Back in Phin, once all the required fields are entered select Connect to continue and map your companies.

 

Map Phin Companies to ConnectWise

Once the ConnnectWise Manage Billing Integration is connected, you will see a list of all companies in Phin and their billable users for the defined billing period. Map these companies with the available ConnectWise fields (below).

  • ConnectWise Company
  • ConnectWise Agreement
  • ConnectWise Addition

When a selection is made, the mapping is saved automatically. 

If you do not have a Phin Security product made already, you will need to create this in ConnectWise. This may affect the Addition that you select.

Push Phin Data to ConnectWise

Pushing to ConnectWise is done manually and can be done at any point during the month. When you select "Push to ConnectWise" the Billable Users from the defined Billing Period will be sent to ConnectWise for the corresponding Company, Agreement, and Addition. 

After the syncing is complete, there will be an updated Sync Status per Phin Company record. The green check indicates a successful sync and the red X indicates an unsuccessful sync. If a second attempt does not work, unsuccessful syncs might need to be resolved within your ConnectWise Manage account.


Knowledge Base

Thanks for using our product!

We use all provided feedback to help drive Phin's development direction. Please keep reaching out and helping us shape the product's future! All ideas are welcome; please keep them coming!

The Content Team @ Phin

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