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
The monthly invoice from the Westcoast Cloud Marketplace contains all recurring services, in other words all services purchased in the previous period. The integration between Westcoast 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 Westcoast 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 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 Westcoast Cloud invoice over the API against the ConnectWise agreement and offer the following options based on the feedback:
- If the cost price of the product does not match, it can be changed;
- If the amount of the product does not match, it can be updated.
Video
Hereby a link to the demo video we have created for this solution. Hopefully, after viewing this video, you are convinced that this solution will make sure that you save valuable time, eliminate manual mistakes and increase your efficiency.
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 agreement services belong to the past
- Get a clear overview of every service you are buying in the Cloud Marketplace
- Automatic comparison with the corresponding data in ConnectWise
- Optimize your profit from cloud services
Manuals
The following manuals are relevant for the set-up and use of this specific integration:
- ConnectWise application login
- Westcoast Cloud Marketplace application login
- Westcoast Cloud to ConnectWise link set-up & how to use
Frequently Asked Questions
Are we obliged to a long term financial agreement?
No, this integration can be cancelled on a monthly basis
Where do we need to order this solution?
This solution can only be ordered in the Westcoast Cloud Marketplace
Is this a fully automated solution?
No, it is semi automated. You have the absolute freedom to post changes to ConnectWise or not.
Can we also provision new licenses directly from ConnectWise, through the integration, into the Cloud Marketplace?
No, although this is absolutely on our roadmap to be added in the future
