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ID747 - Inserting/Updating eAuto customers in to CW Manage

This sync between eAutomate and ConnectWise updates customer information. The sync will update companies in ConnectWise from the information in eAutomate. You have the option to also insert new companies into ConnectWise.

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Overview

Overview

Especially for clients new to ConnectWise Manage, this is a good way to push your existing IT customers into CW Manage. There are several filter options to refine the customers to push over; we also include a custom property for an on-demand push of a single customer. If pushing all active eAuto customers we suggest you first turn on process ID156 to make eAuto customers inactive so only active ones are left to insert.

We believe that eAutomate should be the master for customer information, so the sync will push updates from eAutomate customer records to the company records in ConnectWise.

The information that is updated is customer name, address, city, state, zip, phone, website, and fax number. 

To run any of the sync pieces, you must be subscribed to ID747 for the customer, technician, and sales rep mapping to work correctly. You do not need to have ID747 updating the company records in ConnectWise.

 

Run Schedule: Every 15 minutes

Type of Output: Sync

 

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Sample

Sample

 

 

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Variables

Variables

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Variable 1: Company Type - If inserting companies into ConnectWise, enter the company type to be used.

Variable W: Territory Filter - **This variable affects all ConnectWise to eAutomate sync pieces (ID964, ID965, ID966). If you set a territory filter here, ONLY that territory will be used for all aspects of the ConnectWise sync.

Variable 8: Customer Sync Type - Choose from the drop-down the type of sync you want to have in place:

Update Customers only - Only push customer updates from eAutomate to ConnectWise.

Update Customers and Locations - Push updates for both customers (Parent in eAutomate) and locations (Child in eAutomate, site in ConnectWise). 

Insert/Update Customers only - Customers from eAutomate will be inserted into ConnectWise as companies. Only parent accounts will be inserted and updated.

Insert/Update Customers and ALL Locations - Both Parent and Child customers from eAutomate will be inserted/updated to ConnectWise. Locations will be inserted/updated regardless of whether they meet any filtered criteria for customer type or contract type. Locations in ConnectWise are Sites.

Insert/Update Customers and filtered Locations - Both Parent and Child customers from eAutomate will be inserted/updated to ConnectWise. Only locations that meet any filtered criteria will be inserted/updated in ConnectWise. Locations in ConnectWise are Sites.

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Variable 9: Customer Type - If inserting customers from eAutomate into ConnectWise, enter the customer types from eAutomate to sync over. Separate multiple values with commas. 

Variable 10: Contract Type - If inserting customers from eAutomate into ConnectWise, use this filter option to only sync customers that have an active contract of a set type.

Variable 11: Branch Filter

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Variable 5: Customer # Field - Enter the field in ConnectWise where you store the eAutomate customer number. Options are:

Custom/ZCJ_CustomerNumber - Custom field created on the Company record to store the eAutomate customer number.

identifier- If you store the eAutomate customer number in the Company ID in ConnectWise, enter Identifier. **Please be aware that ConnectWise limits this field to only numbers and letters. If you have customer numbers with special characters (*, & or #) you will not be able to use this field.

accountNumber - If you store the eAutomate customer number in the Account Number field in ConnectWise, enter accountNumber. This is located in the finance section of the ConnectWise company record.

Variable 6: On Hold Code Field - Enter the field in ConnectWise where you want to store the on hold code from eAutomate. 

 

 

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Alert Functionality

Alert Functionality

 

 

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Best Practices & Tips

Best Practices & Tips

 

Custom Property Set Up

Custom Property Set Up

All three of these custom properties must be set exactly as noted below for the mapping to work properly. **If you currently have the eAutomate customer number stored in a ConnectWise field, we can update the custom properties for you**

There are two custom properties that need to be set up in eAutomate for the customer mapping, one for the main company number (Parent Account) and one for the sites (Child Accounts). Both of these attributes need to be added to the Customer configuration.

Company Number

Attribute name: ZCJ_CW_CompanyID

Description: ConnectWise Sync Company ID

Data type: Numeric

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The value to be entered in this field is the Company_RecID number from ConnectWise:

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To update existing ConnectWise companies, you'll need to enter the ConnectWise ID number, if the ID provided is invalid, the sync will not be able to update the record.

Site Number

Attribute name: ZCJ_CW_SiteAddressRedID

Description: ConnectWise Sync Site's Address RecID

Data type: Numeric

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The value to be entered is the Address RecID from the Site:

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To update existing ConnectWise companies, you'll need to enter the ConnectWise ID number, if the ID provided is invalid, the sync will not be able to update the record.

 

There is one custom property that can be used to override the filters used to determine customers to sync and insert/update the customer in ConnectWise regardless of the filters set:

Custom Property to Sync to ConnectWise

Attribute name: ZCJ_SyncToCW

Description: Sync Customer to CW

Data type: Yes/No

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If ZCJ_SyncToCW = "yes", that Customer will sync, even if it doesn't pass the other filters.
If ZCJ_SyncToCW = "no", that Customer will not sync, even if it does pass the other filters.

Custom Field for On Hold Code:

There is one custom field to create in ConnectWise, to store the on hold code from eAutomate

To create the custom field in ConnectWise, go to Setup Tables > Custom Fields > Company Overview

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Click on the plus sign next to Custom Fields to create a new field. The field caption is ZCJ_OnHoldCode:

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This field will hold the On Hold code from eAutomate, it is an informational field only.

 

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Related Alerts

Related Alerts

ID964 - ConnectWise Agreement Sync

ID965 - ConnectWise Service Call Sync

ID966 - ConnectWise Sales Order Sync

 

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