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Improvements for ConnectWise Manage Integration

Please consider the following improvements to the Manage Sync:

  1. Allow the products to be "Inventory" products, so that we can track them through to purchasing and reconcile with Vendor invoices to us from Disty
  2. Remove the limitation of requiring unique agreement names. This is a terrible limitation. Agreement names should be irrelevant as all API integrations should be based on tying the records back to the RecID in ConnectWise, not the name. There are very valid reasons for duplicate agreement names, as there are very valid reasons for renaming agreements from time to time. The same is true for Customers - the integration should map and record RecID's only, never the "name" of the underlying record.
  3. The Product Catalog subcategory Miscellaneous needs to be ACTIVE. Please explain this requirement - this can lead to other issues such as users using this subcategory incorrectly. Are we limited/restricted from updating the Category/Subcategory on the Product Catalog?
  4. There's mention in the documentation to not change the Item Description - does this mean it's ok to rename the products Product ID to match our product naming conventions within our catalog? Are you linking on description instead of linking on the RecID?
  5. How/where is pricing to be established? On a per-agreement basis? The documentation is not clear - please document the best practice here.
  6. How/where is costing to be established? On a per-Purchase Order basis to the Disty? The documentation is not clear - please document the best practice here.

 

There's an article https://community.sophos.com/kb/en-us/126175 that refers to a future possible removal of some of the above mentioned restrictions - the article was last updated over a year ago - can we please get a status update on this?



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