Connectwise
Pracbill has in-build connectwise integration. This can be customised to suit any deployment and made to be more bespoke as business requirements adjust. Below is the default integration flow.
- 1 Pracbill to Connectwise
- 2 Setup Information
- 2.1 Connectwise
- 2.2 Pracbill
- 2.2.1 Service Types
- 2.2.2 Reporting Categories
- 2.2.3 Categories
- 2.2.4 Department
- 2.3 Items created Pracbill to Connectwise
- 2.3.1 Company
- 2.3.2 Agreement Type
- 2.3.3 Invoice
- 3 Developer Information
- 3.1 Field Mappings
- 4 Limitations
- 4.1 Service Types
Pracbill to Connectwise
Approved Bill Run
Setup Information
Connectwise
Billing Cycles | Requires a monthly billing cycle and to be named either month or monthly |
Products | up to 3 products will be created for usage ( data-usage, sms-usage & voice-usage ) These products will be created by the pracbill integration |
Pracbill
Service Types
Categories | Requires all services types to have a reporting category assigned to them |
Rate Code | Requires all service types to have a rate code assigned to them |
Reporting Categories
Names | Need to match the name in Connectwise, this is managed through a lookup table in Pracbill |
Categories
Structure | Must Create a Base Category of “Products” All other categories, must live under that, and the service reporting category needs to match the name of the category |
Department
Product - Generic | The Misc/Generic Product Must be created and selected in the department settings |
Items created Pracbill to Connectwise
Company
Name | Value |
|---|---|
Account Number | Pracbill Customer ID |
Agreement Type
Name | Will always be Pracbill Agreement |
billingCycle | Monthly |
employeeCompRate | Actual |
employeeCompNotExceed | Billing |
invoicingCycle | ContractYear |
billTime | NoDefault |
billExpenses | NoDefault |
billProducts | NoDefault |
Invoice
type | Miscellaneous - all invoices are deemed to be miscellaneous from CW perspective, so we have no choice but to accept it |
Items | Related to the agreement where possible, this is for service and usage charges |
Developer Information
Field Mappings
Connectwise Field | Pracbill Field | Notes |
|---|---|---|
Company ID | customers.crm_id |
|
Invoice ID | invoice.parent_id |
|
Agreement ID | engineering.billingindicator |
|
Limitations
Service Types
If you edit the service type rate code, it won’t update in CW, and a new product in the catalog if a new agreement is created