The contracts module takes agreement invoices from ConnectWise and uses the data to create/update contracts in e-automate. The ConnectWise agreement is the master for the contract information, the contract in e-automate is updated when the agreement is invoiced.
ID # | Description | Notes | Required |
---|---|---|---|
ID747 | ConnectWise Customer Module | Yes | |
ID965 | ConnectWise Service Module Integration | No | |
ID966 | ConnectWise Sales Module Integration | No | |
ID698 | App for Managing ConnectWise to eAuto Relationships | No | |
ID756 | ConnectWise Contract Change Audit | No | |
ID954 | ConnectWise Agreements Sync Results | Requires ID964 to be running in order to report on sync results | Yes |
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