Overview
This article aims to explain in more detail how invoicing data is synchronised between Emersion and ConnectWise.
On this page, we showed a visual representation of the data and information flows that are possible with the integration. In the diagram below, we show only the invoices component of that diagram.
One Time vs Ongoing Sync
Unlike accounts and contacts, financial data is synchronised once only. After it has been synchronised, changes to the invoice data in the source system, will not prompt another update the destination system.
Each sync mode below results in different outcomes and behaviours.
Click a sync mode to learn more.
Supporting Objects
In both sync modes, it is necessary for the integration to create various supporting objects that relate to the data being synchronised.
When an invoice for a customer is produced (in either system), it has direct and indirect relationships between the product and services that the specific charge relates to. These may have reference data and other object relationships like to the ledger codes for the product, etc. In order for both ConnectWise and Emerson to function correctly, the destination system has to be correctly populated in according to the rules implemented by the respective software vendors.
We highlight the objects that are created in each process. However it is beyond the scope of this documentation to go into further detail and the low-level logic used to conduct this processing.
If you require more technical information about the integration, please raise a request with Emersion.