Partner Portal

  • ConnectWise PSA Integration Setup and Guide

    Timus and ConnectWise integration helps MSPs automate billing tasks by syncing product catalog details and usage data directly with ConnectWise agreements. This setup simplifies invoicing, making it easier to manage customer billing automatically and keep everything accurate without manual input. Here's how to set up ConnectWise integration:

    1. Create a Security Role for Timus

    This role will generate an API key for the integration. You may use another role with the necessary permissions if preferred.

    • Go to ConnectWise PSA and navigate to System > Security Roles.

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    • Click the “+” button to add a new security role.

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    • Name the role and save it.

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    • Assign the required permissions, then click “Save”.
    • Set “Inquire Level” to “All” for “Company Maintenance” under the “Companies” section.
    • Set “Add Level”, “Edit Level” and “Inquire Level” to “All” for “Agreements” under the “Finance” section.
    • Set “Inquire Level” to “All” for “Product Catalog” under the “Procurement” section.

    2. Generate an API Key

    • Navigate to System > Members > API Members and click the “+” button to add a new API member.

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    • Fill in the “Member ID” and “Member Name” fields, and choose the security role you created.

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    • Save the member details.
    • Go to the “API Keys” tab, click “+” to create a new API key, enter a description, and save.

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    • Go to the “API Keys” tab, click “+” to create a new API key, enter a description, and save.

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    Note: Save the public and private keys. The private key is only visible upon creation.

    3. Set Up the ConnectWise Integration on the Partner Portal

    • Go to Settings > Integrations in the Partner Portal.

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    • Select ConnectWise PSA to configure the integration.

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    • Enter your ConnectWise Site URL, Company ID, Public Key, and Private Key. Test the integration before saving.
    • For example, if you are logging in to ConnectWise through this link https://na.myconnectwise.net/, enter “https://na.myconnectwise.net” to the ConnectWise Site URL field.
    • If the test is successful, click “Save”.
    • Enable the integration by switching the Status toggle, then click “Save” again. Now, you can access the “Customers” and “Products” tabs for mapping.

    4. Customer Mapping

    • Navigate to the Customers tab. Select the corresponding ConnectWise Company and agreement, then click the “Map” icon.

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    Repeat for all customers.

    5. Product Mapping

    • Go to the Products tab to map your products. Users and gateways need to be mapped separately.
    • Ensure the ConnectWise product’s “Class” is set to “Agreement” for it to be listed.
    • Select the corresponding ConnectWise product and click the “Map” icon.

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    • Repeat for all products.

    6. Synchronization

    • When an invoice is generated in Timus, relevant subscriptions are automatically synced with ConnectWise. Only subscriptions with "Monthly" or "Annual with Monthly Payments" cycles are included in the sync.
    • The integration creates or updates additions when you assign, update, or cancel a subscription. To ensure a smooth workflow, map all customers and products in ConnectWise; only mapped items will sync correctly.
    • To accommodate different billing preferences, the integration supports two distinct methods: Pre-Billing and Post-Billing. Each method affects how additions are created, updated, and managed in ConnectWise. The following sections outline the workflows and scenarios for both billing approaches.

    Pre-Billing

    • When a new subscription is assigned, Timus creates prorated additions in ConnectWise to cover the period from the subscription's start date to the end of the month. The “Effective” date is set to the assignment day, and the “Canceled” date is the last day of the month.

      Note: Prorated unit costs and prices are automatically calculated based on Timus data to align with invoices.

    • For consolidated invoices, Timus generates main additions for each customer in ConnectWise to reflect the full monthly billing amount. The “Effective” date for main additions is always the first day of the month, and these entries remain active until a further change is made. Main additions do not include a “Canceled” date because Timus subscriptions renew automatically
       

    • For mid-month updates—such as adding users or upgrading plans—Timus generates prorated additions to cover the period from the update day to the end of the month. These prorated additions have an “Effective” date matching the update day and a “Canceled” date set to the last day of the month.

      At the end of the month, these prorated additions are canceled, and updated main additions are created. These main additions take effect on the first day of the following month to ensure accurate billing in ConnectWise.

    • If a subscription is canceled, Timus updates ConnectWise by setting the main addition’s “Canceled” date to the last day of the month in which the cancellation occurs.

    Post-Billing

    • When a new subscription is assigned, Timus creates prorated additions in ConnectWise to reflect the upcoming billing period. The “Effective” date is set as one month later than the subscription’s start date, and the “Canceled” date is the end of the following month

      Example: For a subscription starting on January 15th, the “Effective” date of the prorated addition will be February 15th, and the “Canceled” date will be February 28th.

    • For consolidated invoices, Timus generates main additions for each customer in ConnectWise with an “Effective” date that corresponds to the first day of the following month. These additions remain active until a further update is made and do not include a “Canceled” date, as subscriptions renew automatically.

    • For mid-month updates such as adding users or upgrading plans Timus generates prorated additions for the upcoming billing cycle. These prorated additions have an “Effective” date matching one month after the change date and a “Canceled” date set to the end of the following month.

      At the end of that cycle, the prorated additions are canceled, and updated main additions are created to reflect changes in the consolidated invoice.

      If a subscription is canceled, Timus sets the main addition’s “Canceled” date to the end of the next billing period.

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