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The monthly invoice from the D&H Cloud Marketplace contains all recurring services, in other words all services purchased in the previous period. The integration between D&H Distributing 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 D&H 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 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 D&H Distributing invoice 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 in the D&H Cloud Marketplace
No, it is semi automated. You have the absolute freedom to post changes to ConnectWise or not.
No, although this is absolutely something that could be added in the future
