Chat with our AI agent
ID747
ConnectWise Customer Module
Output Type: Data Push & Email

The customer module updates company records in ConnectWise based on changes made in e-automate, the customer record in e-automate is the master for the customer information. The sync also has an option to create company records in ConnectWise. This sync is required for all other ConnectWise integrations (ID522/ID912/ID964/ID965/ID966). 

Related Alerts
ID # Description Notes Required
ID964 ConnectWise Contracts Module Integration No
ID965 ConnectWise Service Module Integration No
ID966 ConnectWise Sales Module Integration No
ID698 App for Managing ConnectWise to eAuto Relationships No
ID912 E-Automate to ConnectWise Ticket Push No
ID505 ConnectWise Survey Required for hosted CW databases. No

Juice Agent - Powered by GPT4 and augmented with everything we know

Loading...