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ID452
Power BI for CW/EA inventory compare (In Development)
Output Type: Power BI Report

If you run both ConnectWise and e-automate, keeping inventory records consistent between the two systems is a constant challenge. Discrepancies between what ConnectWise shows and what e-automate holds can create financial exposure, disrupt billing, and leave stock invisible to your EA system entirely.

ID452 is a Power BI report that reconciles ConnectWise on-hand inventory against e-automate warehouse records at the item level. It gives inventory managers, IT asset coordinators, and finance teams a single dashboard that shows overall sync health, the financial value of discrepancies, where gaps are concentrated by item category, and which ConnectWise items have no matching record in e-automate at all.

Please note: ID452 requires a subscription to ID747 (ConnectWise Customer Module), as this is where the ConnectWise inventory data is sourced from. If ID747 is not running, there will be no data to populate your Power BI report.

This process is related to ID817 - ConnectWise Purchase Order Sync.

We're looking for testers for this process. Please get in touch if you can help!

Related Alerts
ID # Description Notes Required
ID817 ConnectWise Purchase Order Sync No
ID747 ConnectWise Customer Module Yes
ID517 Power BI Sales Orders Insights No

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