Sending Billing Statistics to ConnectWise

Invoice Settings

Integration with ConnectWise Manage allows you to send Managed Backup Service billings statistics to ConnectWise. To start using the "send billing" feature, you should configure billing settings. The following billing settings are available:

• Use invoice description from the ConnectWise product
• Send invoice description to ConnectWise. Click on tooltip to see the examples.

Select required option and save the selection

Configuring Billing in ConnectWise

You need to configure the following ConnectWise entities:

• Integrator Login - required for connecting to ConnectWise system;
• Management Solution - allows to set up integration solution;
• Agreement Type - defines a type of integration;
• Agreement for a company - allows to assign a certain company to the integration type;
• Product - defines a product for integration: MBS Backup for Windows;
• Managed Device Integration and Cross-Reference - assigns integrator login to a the integration solution.

Creating Integrator Login and Enable APIs

Please, find a step-by-step instruction on how to create Integrator login and enable APIs in the following article: Create Integrator Login and Enable APIs.

Creating Management Solution for Managed Backup Service

1. Find "Management IT" table in Setup Tables:

2. Click Management IT option to view the Management Solutions list.

3. Click New Item icon to create a new Management Solution:

4. Enter the following name for the management solution: ManagedBackupService.

5. Drop-down the Management IT Solution list, select Custom and enter the same name for Custom Solution Name: ManagedBackupService.

6. Click the Save icon on the toolbar to create a solution.

Creating Agreement Type for Managed Backup Service

1. Find Agreement Type table in Setup Tables.

2. Click Agreement Type option to view Agreement Type list.

3. Click New Item icon to create a new Agreement Type.

4. Enter the description as ManagedBackupService (similar to Management Solution name):

5. Click "Save" icon on the toolbar to create an agreement type.

Create Agreement for ConnectWise Companies

1. Select Companies tab on the left pane and click Company

2. Find a company for each you want to create an Agreement and click on the company to open its properties.

3. On the company page select Agreements tab in the bottom pane:

4. Click New Item to create a new Agreement:

• select Agreement Type that you have previously created: ManagedBackupService
• specify an Agreement Name (that is similar to Agreement Type). In our example it is ManagedBackupService.
• choose whether to have an ending date or not (select No Ending Date in that case)

5. Click Save on the toolbar to save changes.

Repeat 2-5 steps for each company you want to have billing stats about.

Creating Product for Managed Backup Service

1. Select Procurement on the left pane then click Products.

2. Click New Item icon to create a new Product:

• specify a product name in Product ID (e.g. OnlineBackup)

• specify a product description in the Description
• select Managed Services / Managed Services in the Category/Sub Category
• select Software as Product Type
• select Service as Product Class
• specify Customer Description e.g. Managed Backup Service provides a reliable backup solution.

3. Click Save on the toolbar to create the product.

Create Cross-References for Managed Backup Service

1. Select System on the left pane then click Setup Tables.
2. Find Managed Devices Integration table in Setup Tables; click Managed Devices Integration
3. Click New Item icon to create a new Managed Devices Integration:
   • write ManagedBackupService in the Name and Solution fields
   • select your Integrator login from the Integrator Login drop-down list
4. Click Save icon on the toolbar. Then the bottom pane becomes available.
5. Click New Item in the Cross-References tab to create a new Level:

• select SpaceUsage type
• enter HighLevel in the Level field
• select an agreement type you previously created from the Agreement Type list (i.e. ManagedBackupService)
• specify (or find) a product you have previously created in the Product field (i.e. OnlineBackup).
• select Backup Stats as a Configuration Type

6. Click Save on the toolbar to save changes.

Manage Billing In Management Console

To manage billing, perform the following:

1. Open the Management Console.
2. In the Settings menu, select ConnectWise PSA.
3. On Billing tab, select the billing entry and click edit button.

4. Configure billing settings.

5. Select cost and price settings.

The following settings are available:

• Average cost of used storage. Used storage space and averaged costs per GB will be sent
• Total Cost and Price are sent. Quantity is one. Total cost of used storage space will be sent
• Only Quantity is sent. Used storage space will be sent

6. Enable auto-billing, if you want to send bills automatically.
7. Save the settings. When auto-billing is enabled, invoices will be generated in Management Console and sent in accordance with the Agreement on the first 3 days of each month.

Send Billing to ConnectWise Manage

To send billing, perform the following:

1. Open the Management Console.
2. In the Settings menu, select ConnectWise PSA.
3. On Billing tab, select the billing entry and click send button.

How to Find Billing Stats in ConnectWise

1. Open ConnectWise client

2. Select Companies and then click Company

3. Find a company name in the Company Name field and open its properties.

4. Select Agreement tab in the bottom pane. Click on the ManagedBackupService agreement.

5. Select Additions tab on the Agreement page to see the list of billing stats that have been sent to ConnectWise from Managed Backup Service:

6. Click the name of the needed item (The Effective column shows a start date for selected period) to view the billing details:

Troubleshooting

In some cases due to configuration issues the following errors can be returned:

• The Effective Date: ... in agreement addition cannot precede the Billing Start Date: ...
• Effective date: ... cannot precede the agreement billing start date: ... If this is the case, use the following workaround:

1. In ConnectWise Admin Console find the company for which the error was reported.
2. Click Agreements.
3. Click the agreement you want to correct. The Agreement page appears.
4. On Additions tab change Effective Date to the same value as Billing Start Date and confirm the change.