The monthly invoice from the D&H Cloud Marketplace contains all recurring services, in other words all services purchased in the previous period. The integration between the D&H Cloud Marketplace and ConnectWise allows the user to automatically read, check and change differences within ConnectWise at the touch of a button.
How does this work exactly?
You select the desired month from a pull down menu and click on the ‘load invoice’ button. The ApplicationLink platform then automatically retrieves the desired invoice for you at your Cloud Marketplace. The first time you use our integration you have to link the accounts, the agreements and the products. You do this once and we remember this for you, so that you can continue immediately the next time you use the integration. If an agreement or product is not yet available in ConnectWise, you can create it directly from within the ApplicationLink platform with the correct data. The ApplicationLink platform will validate the D&H Cloud Marketplace invoice against the ConnectWise agreement and offer the following options based on the feedback:
- If the cost price of the product does not match, you can change it;
- If the units of the product do not match, you can change them.