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The monthly invoice from Copaco Cloud contains all recurring services, in other words, all services purchased in the previous period. The integration between Copaco Cloud 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?
Select the desired month from a pulldown menu and click on the ‘load invoice’ button. The ApplicationLink platform then automatically retrieves the desired invoice at Copaco Cloud through their API. 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 grid line. 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 Copaco Cloud invoice data over the API against the ConnectWise agreement and offer the following options based on the feedback:
Do you still have some questions? Please feel free to drop us an email or give us call!
The following manuals are relevant for the set-up and use of this specific integration:
No, this integration can be cancelled on a monthly basis.
This solution can only be ordered at Copaco Cloud.
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.
