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...) 

Thank you for being part of our Sherweb community and helping us improve!

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  1. 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 →
  2. 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!

  3. 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!

  4. 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 →
    launched  ·  Emilie Arbour responded

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

  5. 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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  6. 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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Integrations (ConnectWise, Autotask, etc.)

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