The steps below will guide you through the steps need to enable Salesbuildr to talk to your ConnectWise Manage instance. This will enable Salesbuildr to be able to read and update the following entities and fields.

How does the integration between Salesbuildr and ConnectWise Manage work?

Here's how Salesbuildr integrates with ConnectWise Manage

Synchronisation

Salesbuildr will sync with your ConnectWise Manage instance to pull in the entities and values from the fields below.

Products and Services

Product types

Products in Salesbuildr are mapped to products in ConnectWise Manage.

Services

Type is set to "Services"
Class is set to "Agreement"
UOM is set to "Month" (for monthly recurring services)
Price Attribute is set to "Fixed Fee"
Term is set to "Month"

Products

Type is set to "Hardware"
Class is set to "Non-Inventory" (for on demand procurement)
UOM is set to "Each" (for non-recurring products services)
Price Attribute is set to "T&M"
Term is set to "One Time"

Labour

Type is set to "Fixed Cost Service"
Class is set to "Service"
UOM is set to "Hour" (for non-recurring products services)
Price Attribute is set to "T&M"
Term is set to "One Time"

Salesbuildr Information	Synced to ConnectWise	Description
Name	Name	The name of the product
Description	Product ID	The product ID of the product
Long Description	Customer Description	The description of the product
Manufacturer Part Number	Mfg Part #	The manufacturer part number of the product
Company	Manufacturer	The manufacturer of the product
Distributor	Vendor	The name of the vendor where you buy the product or service from
Category	Subcategory	The product subcategory
Cost	Unit Cost	The cost price
Price	Unit Price	The sales price
	Product Type	Hardware Services Software Miscellaneous Fixed Cost Service
	Price Attribute Fixed Fee Time&Materials for Recurring Services	Fixed Fee Not to Exceed T&M Override Rate
	Product class * Non-recurring products that you resell should always be Inventory or non Inventory * anything that is a recurring product billed on an agreement should be agreement class * Labour should always be Service class * For any item that you do not want to flow to the purchasing approval or purchasing screen, you can change it to Bundle Class (shipping)	Agreement Bundle Inventory * Non-Inventory * Service
Unit	UOM (Unit of Measure) Hardware should always be each Recurring Services should be Month	Hour Case User-based Each Month
Term	Billing Cycle Should be One Time for non recurring items you resell. Should be Monthly for recurring services you reseller or your own Managed Services	One Time Monthly Annual Bi-Monthly None Quarterly Semi-Annual
Requires Procurement	Stock Item	Determines if items are kept in stock and
IsSerialised	Serialized	If Product is sold with a unique serial number
Is eligible for RMA		If Product Is eligible for RMA

Opportunities

Salesbuildr creates and synchornised the opportunity in Connectwise Manage. Line items will be created once the proposal is approved.

Salesbuildr Information	Synced to ConnectWise	Description
Opportunity Title	Opportunity Name	The name of the sales opportunity.
Opportunity description	Description	Opportunity description
Estimated Close Date	Estimated Close Date	The expected date to close the opportunity.
Pipeline Stage	Stage	The stage of the opportunity
Source		The source of the opportunity
Category	Type	The type of opportunity
Probability	Probability	% Probability
One time revenue		The one time revenue based on items in the quote
Monthly revenue		The monthly revenue based on items in the quote
Company Information	Account Reference	Links to the company details
PO Number	Customer PO Number	Pulls from quote
Company contact	Contact Reference	Links to the contact details
Owner Information	Sales rep	Links to the user who owns the opportunity
	Attachments	Uploads the signed PDF and URL to the qoute
Opportunity ID	Salesbuildr Opportunity ID	The unique identifier of the opportunity from Salesbuildr.

Quotes

As ConnectWise does not have a quote entity, but Salesbuildr does. We will push relevant fields from the Salesbuildr quote to the corresponding fields on the ConnectWise opportunity.

Salesbuildr Information	Synced to ConnectWise	Description
Quote Title	Quote Name	The name of the quote.
Revision	Revision ID	Revision of the qoute
Quote Number	Quote ID	The unique number assigned to the quote.
PO Number
Status	Status	The status of the qoute
Valid from	Effective from	Effective from date
Expires on	Effective to	Effective to date
Internal note	Description	Internal note
Customer note	Timeline Note	Customer note
Payment terms	Payment terms	Payment terms
Total	Total amount	Total amount of the quote
Quote Owner	Owner	Links to the user who owns the opportunity
Ship to address	Ship to address	Ship to address
Associated Opportunity	Opportunity Reference	Links to the related sales opportunity
Company Information	Account Reference	Links to the company details
Owner Information	Owner Reference	Links to the user who owns the quote
Shipping method	Shipping Method	The shipping method
Shipping Costs	Shipping Price & Cost	Costs related to shipping.

Companies

Salesbuildr enables you to map company types between ConnectWise and Salesbuildr to determine how entities will be imported.

How to import Companies from ConnectWise to Salesbuildr

Salesbuildr Information	Synced to ConnectWise	Description
Company Name	Company	The name of the company.
-	Account Number	Not provided in Salesbuildr.
Description	Description	Not Synced Yet
Company Type	Type	Type of the company (e.g., customer, prospect, vendor, supplier).
Website	Website	The website of the company.
Telephone	Phone	The telephone number of the company.
Address	Address Fields	Includes street, city, zip, state, and country information.
Account Manager
Contact user	Primairy contact	Primary Contact
Delivery Addresses	Delivery Address Fields	Delivery addresses for the company.

Contacts

Salesbuildr Information	Synced to ConnectWise	Description
First Name	First Name	The first name of the contact.
Last Name	Last Name	The last name of the contact.
Linkedin		Linkedin Page
Title	Role	The role of the contact
Email	Email	The email address of the contact.
Company ID	Company Reference	Reference to the company the contact is associated with.
Phone	Phone	The phone number of the contact.