ConnectWise

Here’s everything you need to know about the ConnectWise integration and how it works with the Alternative Payments platform.

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ConnectWise is available for partners to use in conjunction with their Partner Dashboard to sync invoices to our platform and auto-reconcile invoice payments back to ConnectWise directly. Alternative Payments can integrate to ConnectWise On Premise or ConnectWise Cloud to make collections as seamless as possible.

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Overview of synced items

The following items are synced from ConnectWise to Alternative when the integration is connected:

Sync Item	Sync Frequency
Invoices	Real Time
Customers	Hourly
Payments	Real Time
Deposits	❌
Archiving invoices	Real Time
Archiving customers	Real Time
Delete Payments	Real Time
PDF Invoices	Real Time

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ConnectWise sync details

Item	Sync Details
Invoice Status Update	Invoice statuses that are updated in ConnectWise will sync to Alternative Payments and vice versa via two-way sync
Changes to Unpaid Invoices	Changes to unpaid invoices (amount and due date) in ConnectWise will sync to Alternative Payments; changes to unpaid invoices in Alternative Payments will not sync back to ConnectWise
Partial Invoice Payments	Any partial invoice payments/credits applied in ConnectWise will reflect in the outstanding balance of the invoice in Alternative Payments
Customer Created	Customers created in Alternative do not sync to ConnectWise
Invoices Created in Alternative	Invoices created in Alternative do not sync to ConnectWise.
Deleted Invoices and Customers	Invoices and customers deleted in ConnectWise are automatically archived in the Alternative portal

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How to connect ConnectWise to your Partner Dashboard

1. Create your security role

   1. Login to your ConnectWise account

   2. Navigate to System - Security roles from the side menu

   3. Click on the + icon to add a New Role

   4. Role ID = Alternative Agent

   5. Click on the floppy disk icon to Save

1. Expand the Finance security matrix accordion to grant the following permissions

   1. Accounting Interface: All All All All

   2. Agreement Invoicing: None All All All

   3. Agreements (customize): None None None All

   4. Invoicing: None All All All

1. Expand the Companies security matrix accordion to grant the following permissions

   1. Company Maintenance: None None None All

   2. Click on the floppy disk icon to Save

1. Expand the System security matrix accordion to grant the following permissions

   1. Table Setup: None None None All

   2. (Optional) Report Writer: None None None All

   3. Click on the floppy disk icon to Save

1. Expand the Procurement matrix to grant the following permission:

   1. Products: None, None, None, All

1. Expand the Time & Expense matrix to grant the following permissions:

   1. Expense Report Entry: None, None, None, All

   2. Time Entry: None, None, None, All

1. Create an API Member for Alternative

   1. Navigate back to System from the side menu and then Members

   2. Select the API Members tab and click the + button

• Fill out required fields (marked by *)

• Save the Member by clicking the floppy disk save icon

1. Generate Public and Private Keys Click on the new API member just created. Select the API Keys tab next and click the + button

• Enter a description (i.e. ‘Alternative Access Keys’)

• Click save and copy the Public Key and Private Key.

1. Fill out the Alternative Payments form Navigate back to the Alternative Payments dashboard and enter in the credentials in the form:

   1. Company ID

   2. Public Key

   3. Private Key

   4. Site URL (Required for Self-Hosted ConnectWise instances)

   5. If using Self-Hosted ConnectWise instances that are behind a firewall you will need to also whitelist our IP Addresses listed in the form

1. Select applicable filters (optional) Select any applicable filters to customize the data import. If no filters are selected, the system will automatically import:

   1. Customers with an Active company status.

   2. Invoices with a Closed status.

1. You're all set! Congratulations! You're all set with your ConnectWise integration. To view/edit any filters selected in the previous step, click on the three dots within the ConnectWise module and select "Manage filters."

Note: If filters have been removed, associated invoices and customers will not automatically be archived in Alternative. Please reach out to our support team or your customer success manager to archive this data.

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Preferences

For partners using ConnectWise as their primary integration, the functionality to initiate manual syncs is available. Navigate to Integrations then select Preferences.

1. Fetch New Data:This option allows for the sync of all invoices and customers created or updated within the last hour.

2. Fetch Unpaid Invoices: Partners can now initiate a manual sync for all unpaid invoices. This feature is beneficial for partners who mark any invoices as paid outside of Alternative in Quickbooks Desktop (connected as secondary in Alternative payments) then sync that back to ConnectWise (connected as primary in Alternative Payments) as it addresses a caveat in ConnectWise where invoice statuses are not updated in our system when marked as paid in QBD.

3. Limitations:

   1. The Fetch New can be initiated once per hour.

   2. The Fetch Unpaid Invoices can be executed once every 12 hours.

You're all set! 🎉

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