Data, Reporting,
and Integration Services
for ConnectWise
Our smart, custom solutions are designed for your unique business processes and workflows.
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Services
Merge and Convert
Full database merge and data conversion
We’re experts at getting data in and out of ConnectWise, seamlessly.
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About
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News & Blog
E-Rate Invoicing from ConnectWise: Splitting an Invoice Between the School and USAC
ConnectWise has no concept of an invoice split between the E-Rate program and the school. What an E-Rate invoice has to show, where to store the details, and the math, including the sales tax exception.
A Billing Portal for ConnectWise Invoices: Review, Combine, Send and Close
ConnectWise and payment platforms send invoices fine for most MSPs. For teams that want more control, a billing portal to review, combine and send invoices from your own mailbox, and close them in ConnectWise.
Do You Really Need That Workflow to Be an AI Prompt?
Many AI automations at MSPs are really rules written as prompts. A simple test for which steps need AI and which should be scripts, the pattern we use, and how to check the results either way.