TD SYNNEX (Ion) to ConnectWise
billing integration

INTEGRATE

Connecting applications through sophisticated middleware that’s easy to use.

AUTOMATE

Save time, simplify your work and eliminate manual mistakes by process automation.

PROFIT

Increase efficiency, use valuable time differently and maximize your profit.

Basic information

The monthly invoice from TD SYNNEX (Ion) contains all recurring services, in other words all services purchased in the previous period. The integration between TD SYNNEX (Ion) and ConnectWise allows the user to automatically read this invoice, check it and transfer deviations to their PSA solution at the touch of a button.

How exactly does this work?

Simply click on the ‘load invoice’ button and select a monthly created report regarding the invoice data.

The invoice data is presented in a spreadsheet/grid for a clear and easy overview. Customers, agreements and products need to be (automatically) linked on every line of the grid.

Mapping only needs to be done once, as we remember this for future use (next month’s invoice). If an agreement or product is not yet available in ConnectWise, it can be created directly from the ApplicationLink platform with the correct data.

The ApplicationLink platform will validate the TD SYNNEX (Ion) invoice data over the API against the ConnectWise agreement and offer the following options, for example, based on the feedback:

  • When the unit cost of the product does not match, it can be changed;
  • When the quantity of the product does not match, it can be updated.

demo video

Do you still have some questions? Please feel free to drop us an email or contact us by phone!

Interesting facts

  • Making manual changes in ConnectWise on agreements belongs to the past
  • Get a clear overview of every service you are buying from TD SYNNEX (Ion)
  • Automatic comparison with the corresponding data in ConnectWise
  • Optimize your profit from cloud services
Set-up guides

The following manuals are relevant for the set-up and use of this specific integration:

  • ConnectWise application login
  • TD SYNNEX (Ion) application login
  • Link set-up & how to use

Frequently Asked Questions

No, this integration can be cancelled on a monthly basis.

This solution can only be ordered at TD SYNNEX (Ion).

No, it is semi automated. You have the absolute freedom to post changes to ConnectWise or not.

No, although this is absolutely on our roadmap to be added in the future, if technically possible and requested.

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