Configuring ConnectWise

Configuring ConnectWise

Connecting ConnectWise to PRISM Connect

  1. On the Connections screen of PRISM Connect, click the CONNECT NOW button on the ConnectWise card.

  2. Enter the ConnectWise Site, ConnectWise Company ID, and API Keys. Then click Save

  3. After successfully configuring ConnecWise, the Connections page will show green status.

Configure Program Sync Options - Microsoft CSP

You will need to configure which programs to sync to ConnectWise. At this stage, only Microsoft CSP is available, but other programs may become available in the future.
  1. From the Connections screen, click EDIT on the ConnectWise card


  2. Toggle the Sync switch in the top right corner to allow syncing and choose your configuration options (more information below), then click SAVE.

  3. Configuration options: 
  4. Product Sync Mode
    1. All Products - all products from the PRISM Program will be synced to ConnectWise as Catalogue Items.
    2. In Use Products only - Only products found in your Invoices for the synced Customers will be added.
  5. Sync Azure Subscriptions
    1. Azure usage will result on 1 Addition per Agreement with a Quantity of 1. Cost/Unit Price will be set to the line item’s prices, and the Addition start/stop dates will be from the first to end of the month, regardless of the subscription dates. 
  6. Email Addresses (optional)
    1. One or more email addresses to receive Notification emails when syncing this program. For example, Sync errors and Price Change warnings

Once you have configured a program to Sync, the program will show as a menu item, allowing you to quickly navigate and configure the program sync.


Product Sync

For PRISM Connect to correctly transfer billing items to ConnectWise it must have access to a product in the Product Catalog. PRISM Connect can create products in the product catalog which match the products on the PRISM price list but you can also “link” existing products in the ConnectWise catalogue so a new product does not need to be created.
For example, you might already sell Office 365 E3 to your customers meaning this product already exists in your product catalog and is linked to existing additions. To continue using this product with the Connect application sync you need to set the Vendor SKU field on the product to match the SKU for the equivalent product on the PRISM price list. You can use the Sync Preview button on the program configuration screen to preview which products the application can find a match for.
We suggest that you do this for all products prior to enabling the sync of the Microsoft CSP program.

NOTE: The sync will only sync products in the current price list, products that have been retired (i.e. no longer on your current program pricelist) will need to be added manually to your ConnectWise Catalog, you will need to reach out to the rhipe program operations to get the SKU as it is not available in PRISM.

Configuring Customers

PRISM Connect works by syncing invoices from a PRISM Customer/Tenant to an Agreement for a ConnectWise Company. You must have the ConnectWise Companies and Agreements set up prior to this step.
  1. Locate the Prism Customer you wish to map. You may use the sorted headers on the Customers table, or type into the search filter box. Once you have located the Customer, you must first Map it to ConnectWise before you can turn on Sync. This is the ‘pencil’ icon.

  2. Clicking edit will open a window to map to the existing ConnectWise Customer/Agreement.
    • Select target Customer and Agreement from drop down
    • Select from the drop down which Pricing Strategy you wish to use:
      • Sync cost and retail pricing (the default and original strategy)
      • Only sync cost pricing (resulting in only quantity and cost price changes being sent to ConnectWise)
      • Don't sync any pricing (resulting in only quantity changes being sent to ConnectWise)
      • Don't sync any pricing when updating (behaves like 'Sync cost and retail pricing' for new additions and 'Don't sync any pricing on updates')
    • Select Sync Start Date in UTC time zone
    • If you wish to turn the sync on immediately, ensure the Sync switch is on, otherwise turn it off. If you have turned Sync on, you may SAVE and let the background processing perform the sync, or you may choose to SAVE AND SYNC NOW. Doing so will save the current mapping and immediately perform a sync for this customer.


  3. After setting up the Customer sync, you can preview the Product Sync results by selecting the Products tab

 




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