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Paul MacNeill

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  1. Integrate with ConnectWise (IT CRM / ERP software)

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    27 comments  ·  Integration with other products » Job Management  ·  Admin →
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    Paul MacNeill commented  · 

    And my email is paul.macneill@virageit.com.au

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    Paul MacNeill commented  · 

    Over the past three months, the development of the connectwise2xero application has matured through to a stage where we're confident it's ready to make a difference to more than just our business.

    We are opening a Private Beta Program to select members, who will be able to take advantage of our application in it's current iteration.


    About Connectwise 2 Xero
    Connectwise 2 Xero is an easy to use and secure online tool that provides synchronisation from Connectwise into XERO. It will allow you to synchronise detailed invoices, company details, product details, purchase orders* and more.

    The application provides direct integration from the Connectwise Accounting API into XERO, synchronising detailed invoices and purchase orders* through to XERO. Additional data is retrieved from multiple Connectwise API's due to the limited information provided through the Accounting API. Additional info includes Company Details and Product Details.

    We've been focusing on creating a robust and secure syncing solution and so the private beta will not be the most good looking application, we're saving the pretty designs for last. We know however that it's functionality will save you valuable time!

    The following can be achieved with the Private Beta of Connectewise 2 Xero:
    • Multi Level Company (Sync to different XERO Companies)
    • Client Contact information, Name, Address and eMail
    • Detailed Invoices
    • Detailed Purchase Orders, including product detailed descriptions (not even Connectwise has this).
    • Sync Payments applied to XERO Invoices against Connectwise Invoices.

    We've also got a few improvements already in the pipeline for future release:
    • Expenses Sync
    • Configuration Items
    • Integrated Member Login for Accounting API Sync
    • Fancy new user interface
    *purchase order sync requires CW Procurement Module.
    This is a pilot program, namely to provide you with the benefits we're experiencing right away. Having used the application now for almost 6 months, we know how much more streamlined it has made our business.

    The only requirement for you to take up this opportunity and access this private beta is your commitment to provide us with valuable feedback to help us shape the final product.

    If you would like to take us up on this offer simply register your interest by sending us an email and we can send through pricing information.

    Regards

    Paul MacNeill
    Virage IT

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