Table of Contents
Integrate Password Boss with ConnectWise Manage to synchronize Companies and to update billing Agreements in ConnectWise.
Overview
The Password Boss integration with ConnectWise allows you to quickly provision customers with Password Boss and to update ConnectWise billing agreements with up to date user counts from Password Boss.
Functionality of the integration
Password Boss to ConnectWise
- Map companies in Password Boss to companies in ConnectWise.
- Map Password Boss products to ConnectWise products.
- Update user counts from Password Boss on agreements in ConnectWise.
- Scheduled and on-demand syncing between Password Boss and ConnectWise.
ConnectWise to Password Boss
- Create companies in Password Boss from existing companies in ConnectWise.
- Update company names in Password Boss when changes occur in ConnectWise.
- Add new companies in Password Boss by importing from ConnectWise