If you distribute multiple Infrascale products, you can configure billing integration for each of them.

First of all, you have to match each ConnectWise company with the corresponding company in the Infrascale Dashboard. Matching is based on the ConnectWise company identifier.

Tip

If you have matched companies previously, for example when configuring integration for ticketing purposes, skip this step.

Matching companies

  1. In the Infrascale Dashboard, go to Integrations > ConnectWise Manage > Billing Settings.

  2. Click the tab with the desired Infrascale product.

  3. In the ConnectWise Id column, click the respective cell for the desired company.

  4. In the ConnectWise Company Id drop-down list, click the appropriate company ID.

  5. Click Save And Close.

  6. Repeat steps 3-5 for each company.

If you want to cancel the matching, click Not Set in the ConnectWise Company Id drop-down list.

Resolving agreements

Automatic mass resolving

This allows to resolve multiple agreements according to the default matching condition. For example, if you know that agreements contain, or start with, or end with a specific text string.

  1. In the Infrascale Dashboard, go to Integrations > ConnectWise Manage > Billing Settings.

  2. Click the Settings button.

  3. On the Billing tab, click + add product.

  4. In the Product drop-down list, click the required product.

  5. In the Agreement Matching Condition box, enter the expression rule (see details in Expression rules for matching).

  6. Click Apply to save changes.

The default matching condition is sufficient to resolve the agreements, if each company has only one agreement that match the default condition. Otherwise, the match will be ambiguous, and thus agreements will not be resolved.

Manual resolving

Most of the agreements can be resolved automatically. However, if there are still the unresolved agreements, i.e. that do not match the default condition, or the improperly resolved agreements, you have to resolve them manually.

  1. In the Infrascale Dashboard, go to Integrations > ConnectWise Manage > Billing Settings.

  2. Click the tab with the desired Infrascale product.

  3. In the Agreement column, click the respective cell for the desired company.

  4. In the Agreement Name drop-down list, click the appropriate agreement.

  5. Click Save And Close to apply changes

  6. Repeat steps 3-5 for all companies with unresolved agreements.

Resolving additions

Before resolving the additions, you have to resolve the agreements as described above.

Automatic mass resolving

  1. In the Infrascale Dashboard, go to Integrations > ConnectWise Manage > Billing Settings.

  2. Click the Settings button.

  3. On the Billing tab, click the name of the product.

  4. In the Addition Matching Condition box, enter the expression rule (see details in Expression rules for matching).

  5. Click Apply to save changes.

Manual resolving

Most of the additions can be resolved automatically. However, if there are still the unresolved additions, i.e. that do not match the default condition, or the improperly resolved additions, you have to resolve them manually.

  1. In the Infrascale Dashboard, go to Integrations > ConnectWise Manage > Billing Settings.

  2. Click the tab with the desired Infrascale product.

  3. In the Addition column, click the respective cell for the desired company.

  4. In the Product ID drop-down list, click the appropriate ID.

    Note

    You cannot select a Product ID, if there is no respective addition in ConnectWise. Thus, create the addition in ConnectWise beforehand.
  5. Click Save And Close to apply changes.

  6. Repeat steps 3-5 for all companies with unresolved additions.

Sending data to ConnectWise

After you configure the integration itself, you will be able to send the company’s data to ConnectWise Manage for billing purposes. You can set the automatic data sending, and to send the data manually.

First, you have to verify that the data can be successfully sent to ConnectWise.

  1. In the Infrascale Dashboard, go to Integrations > ConnectWise Manage > Billing Settings.

  2. Click the tab with the desired Infrascale product.

    The Data Usage column shows the data (storage space, accounts) transferred to ConnectWise in blocks. You can adjust the size of the block in the Block Size column.

  3. In the Push Enabled column, select the desired companies to send the data for.

  4. Click Push Now to verify that the the system sends data to ConnectWise.

    Tip

    You can check the results in ConnectWise Manage. For this, go to Companies > [Company name] > Agreements > [Agreement name] > Additions.

If manual sending succeeds, you can configure the automatic sending on schedule.

  1. In the Infrascale Dashboard, go to Integrations > ConnectWise Manage > Billing Settings.

  2. Click the Settings button.

  3. Select Automatic data usage push, and enter the desired day number.

    This will enable automatic data sending on the specified day of each month.

  4. Click Apply in the lower part of the page to save changes.