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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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26 results found

  1. 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

    8 votes

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  2. The ability to split an Office tenant to multiple contracts

    I would like to be able to split my various e-mail domain all store into the same Microsoft Office 365 tenant into various contract to generate multiple invoices.

    e.g.: I'm taking care of a car dealership client hosting more or less 20 different dealers each one being a different company we would like to ease our customers life from an accounting/fiscal perspective.

    9 votes

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    2 comments  ·  ConnectWise  ·  Admin →
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  3. The ability to link a same SKU to differents contracts

    The ability to link a same SKU to different contracts on the same bill

    2 votes

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    0 comments  ·  Autotask  ·  Admin →
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  4. Consolidate lines items into a single item

    We are seeing daily line items added to Autotask for usage and would like to see if there is a way to consolidate these line items into a single item.

    1 vote

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    0 comments  ·  Autotask  ·  Admin →
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  5. Trigger email notifications when changes related to organisations or products

    When I add and organisation to Cumulus I would like to receive a notification via email to remind me to map this new organisation to a product. I want to make sure all my organisations are sync with my ConnectWise. Item for a new product

    7 votes

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    1 comment  ·  ConnectWise  ·  Admin →
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  6. ConnectWise: Sync unit cost including discounts

    Include performance tier rebates and other discounts in the unit cost when synchronizing to ConnectWise.

    2 votes

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    1 comment  ·  ConnectWise  ·  Admin →
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    launched  ·  Emilie Arbour responded

    For Connectwise and Autotaks, the performance tier is included in the unit cost once synced.

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