PRISM Connect Limitations & Restrictions
Please see below the list of limitations/restrictions within the PRISM Connect. Any limitations/restrictions that are specific to a PSA system rather than a collective for all PSA Systems will be called out within the title of the limitations/restrictions.
Price changes are not prorated on the line items. Instead, you will receive a warning in the PSA system when a price change is syncing from PRISM, and this will need to be managed in the PSA manually. (This is managed at the PSA level not PRISM Connect)
During the month it is only possible to get an estimated cost for a subscription, actual partner and customer costs are not finalised until the monthly invoice is generated. The product will sync automatically when a new invoice is detected and will accurately set quantity and pricing data for subscriptions. However, in between invoices the additions/adjustments will not be an accurate indicator of a subscriptions state in PRISM. This means if a new MS CSP tenant is created and the sync of tenant is configured in the product no Additions and/or Contract Services will be created in the PSA system until the next PRISM invoice is generated which includes the tenant.
Partners with multiple Microsoft CSP Agreements in PRISM
Partners with multiple MS CSP Agreements
Partners who have multiple Microsoft CSP Agreements in place (more than one contract agreement
with rhipe) are not supported by PRISM Connect. Partners in this scenario who use the product will have
no control over which of the rhipe agreements in used for the sync
PRISM Connect currently does not support syncing of subscriptions that have been purchased on an annual basis. Those subscriptions will be ignored by the synchronisation process.
No Manual Credit or Adjustment Invoices
Credit Notes, One-Off Invoices and Adjustments are too complicated to reliably automate and may cause issues when invoicing through PRISM Connect.
AutoTask - ‘Recurring Service’ Contracts
For a contract to successfully sync with the PRISM Connect tool the Contract must be a ‘Recurring Service’ contract.
ConnectWise - Prorate Agreements
For an agreement to successfully sync with the PRISM Connect tool the Agreement must be a ‘Prorate Agreement’.
ConnectWise - Agreements using Calendar Year
This product does not support agreements configured to use "Contract Year" in ConnectWise.
AutoTask - Service field is truncated
The AutoTask service Description and Invoice Description fields have character limits of 400 and 1000 respectively. When the service is created by PRISM Connect, if the field would exceed the character limit, the field is truncated. See the AutoTask help on Services for more information.
ConnectWise - The product description field is truncated
ConnectWise Manage has a 60-character limit on both the Product Identifier and product description fields on the product catalogue. For this reason, products in the MS CSP product catalogue will have their names truncated to fit this field. Unfortunately, some products may appear to be duplicated because the first 60 characters of their name may overlap with another product. This is also the reason that the SKU has been used as the products' identifier.
PRISM Connect Troubleshooting
This section can be used to diagnose common warnings and errors reported in PRISM Connect. Warnings Warnings occur when a sync occurs and transfers data, but the outcome of the sync may need manual adjustment depending on your billing process Warning ...
What is PRISM Connect?
rhipe’s Platform for Recurring Subscription Management (“PRISM”) is used by 3,000+ IT resellers to buy, provision and bill their end-user clients for monthly cloud software subscriptions. PRISM Connect automatically transfers product and ...
PRISM Connect Terminology
Please see below the list of commonly used terminology you may see within PRISM Connect and/or PSA systems. Any terminology that is specific to a PSA system rather than a collective for all PSA Systems will be called out within the title of ...
Connecting AutoTask to PRISM Connect On the Connections screen of PRISM Connect, click the CONNECT NOW button on the AutoTask card. Enter the AutoTask API Username and Password. Click to perform a check that the credentials are set correctly. Then ...
Connecting ConnectWise to PRISM Connect On the Connections screen of PRISM Connect, click the CONNECT NOW button on the ConnectWise card. Enter the ConnectWise Site, ConnectWise Company ID, and API Keys. Then click Save After successfully configuring ...