ConnectWise Mange sync to eAuto - Sales orders & tickets

As we wrap up phase 1 of our integration we are starting on phase 2 and want feedback please.

In phase 1 we synced companies & contracts, more here.

For phase 2 we are looking to sync approved sales orders in CW Manage to sales orders in eAuto, including syncing or creating the inventory items needed. We are assuming all purchasing takes place in eAuto. We will sync back stock status of these orders to CW Manage.

We are also looking to sync all time card entries (tickets) from CW Manage to eAuto as a summary only. To date clients are telling us summary is just needed so we can associate labor hours / burden rates to get a complete customer profit report in eAuto. We are syncing an "escalated" service call from eAuto to CW Manage for those clients who have all calls come to eAuto 1st.

We want to understand who has leased equipment on contracts in CW and the challenges involved. We also want to understand how best to ensure the correct cost for Office 365 licenses etc are entered in eAuto. Is it an AP invoice import spreadsheet? See our current plan here.

Email with feedback please.

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