Great America Pass Through Automation with the CW Agreement Sync

If you're using Great America Lease Passthrough billing, ensure that your agreements are correctly configured in ConnectWise so that the data flows seamlessly into e-automate contracts and then to Great America.

Jump to: ConnectWise Setup | EA Contracts | Tips and Tricks

ConnectWise Setup

ConnectWise Setup:

Setup needed in ConnectWise:

1. The bill to Company on the agreement is set to Great America:

2. The customer descriptions for the additions start with GA-

EA Contracts

EA Contracts:

The contracts created by the sync in e-automate will pull through the bill to and item descriptions.

The contract created in e-automate will show the bill to of Great America:

The descriptions on the items on the contract will all begin with GA-:

You'll also want to be sure that this contract is set to group bill with your other Great America contracts for this customer:

Tips and Tricks

Tips and Tricks:

1. You can check the Groups invoices...option on the ConnectWise contract templates in e-automate to automatically check this box when the sync creates a new contract. If not set on the template, you will need to manually check this option.
2. For specific details on the ID964 agreement sync, see our documentation here.