How to begin with PRISM Connect?

How to begin with PRISM Connect?

The PRISM Connect journey can be broken down into five (5) phases, rhipe recommends that partners work through these phases in chronological order to make the best use of the tooling. 
  1. Choosing and setting up your PSA Tool
    1. Setting Up ConnectWise
    2. Setting Up AutoTask
  2. Initial Set-Up of PRISM Connect
  3. Configuring PRISM Connect-to-PSA
    1. Configuring ConnectWise
    2. Configuring AutoTask
  4. Understanding Sync Results and Failures
  5. PRISM Connect Troubleshooting

Tips and Tricks to making the transition to PRISM Connect smoother:
  1. Preview the product sync before enabling the sync; this can catch if there are any errors or duplicate products.
  2. Ensure you have set up the miscellaneous product and sub-products.
  3. Start with 1-3 tenants before enabling all tenants; this allows you to confirm the system is working as you expect through 1-2 billing periods and understand any error messages that may present.
  4. Monthly reviews of billing data for the first two billing periods allows for a deeper understanding of the system and how it will operate for future months; this gives you more information if your customers do come to you with any questions.
  5. Check your data. This is particularly important for the first 2 billing periods after each customer is enabled in the sync. 
  6. Pick your time carefully. Make sure you start (enable) the sync at the right time in your billing period. Remembering the sync will be syncing data for your latest PRISM invoice and the usage period covered by that invoice. For example, if you enable the sync on the 20th of October PRISM Connect will sync your October invoice, which is usage data from September.

 


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