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 the terminology.
ConnectWise - An addition represents the use of a product or service for a period of time, and specifies the quantity and price. Microsoft CSP Subscriptions will map to one or more addition records under ConnectWise.
A contract agreement. The agreement holds all of the billing terms and invoice configuration data in one area.
A contract holds all of the billing term and invoice configuration data in one area.
Cost Unit Price
Partner Buy Unit Price
The system facilitating the data flow from the Source to Target (PRISM Connect)
The reseller/partner's end customers
A product that sits under a Program Plan. i.e. Microsoft 365 E3 under Microsoft CSP
A reseller using rhipe to sell to an end customer
rhipe’s Platform for Recurring Subscription Management (“PRISM”)
A service sold to a customer
A unique identifier under a program to identify a product
Professional service automation, referring to the tools like ConnectWise and Autotask
Retail Unit Price
Partner Sell Unit Price (Customer Buy Unit Price)
The system providing the Product and Invoice data (PRISM)
The subscription is an agreement under a specific tenant for use of a Microsoft CSP cloud service
A daily job that checks if a new invoice is available, if there is a new invoice the synchronisation will add any line item on the invoice for the given customer
The destination PSA (Datto Autotask or ConnectWise Manage)
The tenant is the regional location that houses the servers providing cloud services.
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 ...
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 ...
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 ...
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 ...