Map a Workplace team to ConnectWise

SECURITY  Full Access or Team Access privileges in Workplace Manager

NAVIGATION  Teams > Create New Team or right-click on team > Edit Team

BEFORE YOU BEGIN  Before you can map a team to a ConnectWise company, you must first configure your ConnectWise integration and sync your Workplace services with ConnectWise. Please refer to Integrate with ConnectWise .

In order to bill for recurring Workplace services through ConnectWise, you must first link a Workplace team to an existing ConnectWise company.

How to...

NOTE  IUL teams cannot be mapped to a ConnectWise company. Since this is a billing integration, and you won't be billing yourself, there's no need to create that relationship.

IMPORTANT  In order to map a team to a ConnectWise company, the ConnectWise company must have at least one contact. It is a required field for creating an agreement in step 8 of the process below.

  1. On the Teams page, click Create New Team or right-click on an existing team and select Edit Team. The Create or edit a team page opens.
  2. Complete or edit the team fields, as required.
  3. Scroll to the ConnectWise Integration section.

Teams that have already been mapped to a ConnectWise company will display the name of the mapped ConnectWise company, as well as related agreement information.

Teams that are not yet mapped to a ConnectWise company will display the following:

  1. Select the Map the team to an ConnectWise company check box.

  2. Click Find ConnectWise Company. The following dialog box will display:

  3. Locate the Connectwise company to which you wish to map the Workplace team and select the corresponding radio button.
  4. Click Map Team to this ConnectWise Company. The Add/Edit Team page will display the following:

  5. Select an agreement type, enter an agreement name, and select an agreement start date.
  1. Click Create Team or Save, depending on the page you are on.
  1. On the Teams page, right-click on an existing team and select Edit Team.
  2. Scroll to the ConnectWise Integration section.
  3. Complete steps 5-9 of Map a team to ConnectWise, above.