Overview
This page relates to the ConnectWise integration. It guides users how to override the default product defaults for a single package plan.
For more information on the integration between Emersion and ConnectWise, see this article.
Plan Building
With the ConnectWise integration enabled, plan builders must configure each of their package plans to match one of two scenarios that can apply.
Scenario 1: The Package Plan Uses Default Settings.
In this case, users simply need to go to the Integration tab of the plan and confirm this.
To do this, follow the steps below
Go to Packages and Plans > Management > Package Plans
Open the plan you want to configure ConnectWise product defaults for.
On the ConnectWise Integration sub tab, change nothing.
Click the Save Settings button.
Scenario 2: The Package Plan Uses Custom Settings.
In this case, users simply need to go to the Integration tab of the plan and confirm this.
To do this, follow the steps below
Go to Packages and Plans > Management > Package Plans
Open the plan you want to configure ConnectWise product defaults for.
On the ConnectWise Integration sub tab
Configure the product data that will be used to represent this Package Plan in ConnectWise Manage.
Once the Product is created in ConnectWise, the Product Class cannot be changed.
When finished, click the Save Settings button.
Users must save the defaults. Otherwise the Package Plan can not be approved for sale.
