Integrations (ConnectWise, Autotask, etc.)

Welcome to the integrations forum. This is your place to suggest your ideas and suggestions on how to improve the Sherweb's existing integrations (ConnectWise, Autotask, Kaseya, QuickBooks,etc...) 

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  1. QuickBooks & SherWeb Integration -- Manual Sync

    There needs to be a manual sync button independent of the auto monthly one for this QB Desktop and in fact and all integrations. This is for testing , to use if a sync if missed/glitched/wrong. This is a standard feature any sync program has, especially when working with QB as many providers do. Without one, the inconvenience when starting a new integration or managing it when something is amiss is not good, having to wait a full month to reconcile. Pls add ASAP for customers to use or at bare minimum to save on programming time, add for DEVs…

    1 vote

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  2. QB online: just enter sherweb invoice in my system, with the line clicked as billable to the client.

    Integration would be way simpler and integrate with different processes if you just entered the Sherweb invoice as a bill in the QB system.

    Would need to map sherweb parts to QB products.
    The invoice would need to be entered as the last day of the month in QB.
    Each line would need 'billable' checked off, and the customer field filled in as per a mapping.

    Then we get our AP entered 100% correct, and the items are sitting in a queue to be billed to the client.

    This method allows us to easily modify anything in the process (just…

    1 vote

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  3. QuickBooks & SherWeb Integration -- Allow Custom Cycle Date and Much Earlier Invoice Generation Date

    For the QuickBooks and Sherweb integration, allow a customer to edit the CYCLE variable to be more days in the future (maybe entirely custom or 7, 10, 15 days as a choice) instead of the current implementation that takes the chosen invoice generation date and makes the cycle start one day later.

    Many hosting and other subscription platforms have this concept as default. It allows one to. for example, generate the bill 7 or 10 days early and collect money early or deal with customer cancellations early or billing credit card problems/complaints/whatever EARLY with enough time to react before the…

    1 vote

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  4. maintenance technician

    Working as a maintenance technician on a freelance basis comes with a lot of benefits. These include being able to set your hours and time you work during the year. Freelance maintenance technicians can respond to high demand when a carrier initiates a network upgrade project and then take time off during quieter parts of the year.

    1 vote

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  5. Keep highest quantity for the month

    Would like to have the integration keep the highest quantity for the month until the following month to avoid missing changes made mid-month without turning on proration.

    1 vote

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    0 comments  ·  Kaseya  ·  Admin →
  6. Update daily the informations coming from Metadata

    It would be more relevant to have information about users that are assigned to different Office products. The metadata should be push on a more regular basis than once a month.

    2 votes

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    0 comments  ·  ConnectWise  ·  Admin →
  7. Prorate on Prebill with Kaseya

    I would like to be able to prorate when I prebill my customers

    1 vote

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    0 comments  ·  Kaseya  ·  Admin →
  8. Remove old clients from the billing integrations

    As clients come and go, we are unable to remove them from the billing integration. Please provide a way to remove them so we can get rid of unmapped alerts

    1 vote

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  9. End Point protection details information on Invoice (endpoint name, size of backup, etc...)

    I would like to add to my customers invoice details information on how the End Point protection product is being used.

    List of End Point Name;

    1 vote

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    beta  ·  Emilie Arbour responded

    We are now in Early Adopters phase for this feature. For now, it is only available for ConnectWise. The feature allows you to see which users are associated to which products for now. Let us know if you are interested in testing this out!

  10. Online Backup details information on Invoice (endpoint name, size of backup, etc...)

    I would like to add to my customers invoice details information on how the backup product is being used.


    • End Point Name;

    • Volume of data per End Point

    0 votes

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    0 comments  ·  Admin →
  11. Yearly Cumulus subscriptions to Monthly agreements mapping

    I would like Sherweb to charge me Annually for a product, but I would like to have the capability to bill my customer differently (e.g.: Monthly).

    0 votes

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    0 comments  ·  Admin →
  12. Monthly subscriptions to non Monthly agreements (Annual, Bi-Monthly, Quarterly, Semi-Annual) mapping

    I would like Sherweb to charge me monthly for a product, but I would like to have the capability to bill my customer differently (e.g.: annually, Bi-Monthly, Quarterly).

    1 vote

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  13. Configuring and managing product with Usages

    For some products (e.g.: Backup) we are using the "pay as you go plan" but we resell those at fix price or don't charge for extra (e.g.: 10$ for 100 GB). We would like to have a way to customize the value and receive some notification when our customers are about to reach their maximum usage so we could take the necessary action with them (e.g.: upgrading, analyzing the situation).

    0 votes

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    0 comments  ·  Admin →
  14. Add a Save and Syn button at the top of the screen

    It would be nice to have a Save and Sync button at the top of the screen not only at the bottom

    1 vote

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  15. Make the button appear clickable

    In the PSA configuration screen it is not clear that Status, Offer mapping and Organizations mapping are clickable. Make these button appear clickable

    6 votes

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    launched  ·  0 comments  ·  Admin →
  16. Account payable in Quickbooks Online instead of only account receivable

    I would like to generate an invoice about the account payable. Account receivable for me is not that usefull

    4 votes

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  17. Update the recurring invoice in Quickbooks instead of generating another invoice

    In the Quickbooks Online integration, I wish that you would update the recurring invoice instead of generating another invoice. Also, same thing for

    4 votes

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    launched  ·  Emilie Arbour responded

    Good News! The integration now offer the ability to update the recurring invoice in QuickBooks Online. As of now, this feature is only available for Quickbooks Online, our Dev team is working hard to develop it also for Quickbooks Desktop. Our integration now allows you to update your recurring invoice template instead of generating an new invoice. Thanks to all our beta testers for the suggestion of improvement!

  18. Add entitlements for Office products

    When integrating Cumulus with a PSA, I would like to have additional information such as the email of the tenants that have different Office product to flow from Cumulus to my PSA

    3 votes

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    0 comments  ·  ConnectWise  ·  Admin →
    launched  ·  Emilie Arbour responded

    Now available for Connectwise! You would like it for another PSA such as Autotask? Let us know!

  19. The ability to split the Azure content on multiple invoice line or different invoice.

    I would like to have the ability to display in my customers invoice more detail information in regard to Microsoft Azure. As now only having a total number with no detail is not helpful for my customers and lead in some situation to many back and forward discussion.

    This may include but not limited to the capacity to create an invoice line per Azure subscription/resource groupe or Azure VM with some useful description.

    3 votes

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    0 comments  ·  Autotask  ·  Admin →
  20. Support Yearly Subscriptions

    Currenlty only the monthly subscriptions are supported by the integration. I would be great if the yearly subscriptions would also be supported

    9 votes

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