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ID817 - CW Manage PSA Sync with e-automate - Purchase Orders (PO) (in Development)

This sync between e-automate and ConnectWise will sync a completed purchase order from ConnectWise to e-automate. The process will create the purchase order and any items on the order that do not exist in e-automate. We will provide a Power BI dashboard that will show inventory in both systems, but any discrepancies need to be manually fixed. 

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Overview

Overview

This sync between e-automate and ConnectWise will sync a completed purchase order from ConnectWise to e-automate. The process will create the purchase order and any items on the order that do not exist in e-automate. We will provide a Power BI dashboard that will show inventory in both systems, but any discrepancies need to be manually fixed.

 

Run Schedule: Every 15 minutes

Type of Output: Data Push

Samples

Samples

Coming soon!

Setup 

Setup

Coming soon!

Variables

Variables

Coming soon!

Testing

Testing

Coming soon!

Alert Functionality

Alert Functionality

Coming soon!

Best Practices & Tips

Best Practices & Tips

Coming soon!

Related Alerts

Related Alerts

ID522 - Project Invoices Sync

ID747 - ConnectWise Customer Sync

ID912 - Moving calls from e-automate to ConnectWise

ID964 - ConnectWise Agreement Sync

ID965 - ConnectWise Service Call Sync

ID966 - ConnectWise Sales Order Sync

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