Push your billable users in Phin to your ConnectWise Manage account for billing and reporting!
Enable the ConnectWise Manage Billing Integration
This Phin integration pushes billable users from Phin to your ConnectWise Manage account for billing and reporting.
⚠️ It is important that you have created the necessary Security Role and API Member and accurately configured the permissions necessary for the ConnectWise Manage Billing integration before enabling this integration feature. If you have yet to do so, please refer to the ConnectWise Manage connection document.
Permissions Necessary for the ConnectWise Billing Integration
- Companies - Company Maintenance: Inquire Level (All), Manage Attachments: Add Level(All), Inquire Level (All)
- Finance - Agreements: Inquiry Level, Agreements: Edit Level
Mapping Phin Companies to ConnectWise
Once you've connected Phin to ConnectWise Manage, you'll be able to enable the billing integration, which will give you access to map your Phin companies to your ConnectWise companies. The mapping between the billing and service desk integration is shared, so you will NOT need to map both individually. Map these companies using the available ConnectWise fields (below). Map these companies using the available ConnectWise fields (below).- ConnectWise Company
- ConnectWise Agreement
- ConnectWise Addition
When a selection is made, the mapping is saved automatically. You can see the "Mapping Saved" date in the bottom left corner of the table.
If you do not have a Phin Security product made already, you will need to create this in ConnectWise. This may affect the Addition that you select.
Push Phin Data to ConnectWise
Pushing to ConnectWise is done manually and can be done anytime during the month. When you select "Push Billing" in the bottom right of the screen, the Billable Users from the defined Billing Period will be sent to ConnectWise for the corresponding Company, Agreement, and Addition.
🚧 Billing data will not be pushed to ConnectWise Manage for the rows in the mapper where an agreement and/or addition is not selected for a company record.
After the syncing is complete, there will be an updated Billing Status per Phin Company record. The green check indicates a successful sync, and the red X indicates an unsuccessful sync. If a second attempt does not work, unsuccessful syncs might need to be resolved within your ConnectWise Manage account. The "Last Push" date to the left of the "Push Billing" button represents the last time billing data was pushed from Phin to ConnectWise.
Knowledge Base
Phin works to update our Knowledge Base with new features with every release. You can read about the platform and its updates here: https://www.phinsec.io/knowledge.
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The Dev Team @ Phin
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