Overview
Emersion has developed an extensive integration with ConnectWise Manage. For users of both ConnectWise and Emersion, the benefits include a single invoice for all the products and services you sell including bundles.:
- Subscription-based services (Telecommunications, data, utilities, etc)
- Time entries from ConnectWise service tickets
- Product sales
- Expenses
See: https://www.emersion.com/connectwise for a quick overview video.
What's in this section?
Licensing
This feature is available to subscribers of the following:
- Emersion Core
- Optional Modules
- Upon Request (please contact your Account Manager)
Features and How To's
This section contains articles on the various features and how to use them.
Prerequisites
Before attempting to use this module, users should:
- have a fully working instance of both ConnectWise and Emersion.
Dependencies
There are no dependencies for this module. It is a standalone module.
This module can be setup to work in conjuntion with Accouting System Integration Modules.
Module Events
No events are included with the module, but the Account Created event type (event id: 2) can be optionally triggered for accounts created in Emersion during the sync process.
Module Reports
No reports are included with the module.
Access Control
Module permissions and powers are used to control access to modules, Powers are used to control access to features of a module, functions, and page sections.If you are unable to access a given feature and you have checked the permissions and powers, please contact Emersion.
Module Permissions
No module permissions are used.
Module Powers
| Power | Description |
|---|---|
| ConnectWise Integration | Parent power for the ConnectWise Integration module. |
| Allow Contact Editing | Users can edit contacts that would ordinarily be locked by ConnectWise Integration. |
| ConnectWise Mappings Management | Grants access to the ConnectWise mappings pages. |
| ConnectWise Quarantine Management | Grants access to the ConnectWise Quarantine page. |
| ConnectWise Settings Management | Grants access to the ConnectWise settings pages. |