Copaco 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 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:

  • 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 give us call!

Interesting facts

  • Making manual changes in ConnectWise on agreement products belongs to the past
  • Get a clear overview of every service you are buying from Copaco Cloud
  • 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
  • Copaco Cloud 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 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.

you may also like...

view more

the latest applicationLink news in your inbox

subscribeto our newsletter