ConnectWise PSA Syncs with eAutomate by CEO Juice

ConnectWise Certified

This integration works to automate entries and reduce the amount of manual work needed to keep the two systems in sync.

ConnectWise Certified Integration
Integrated seamlessly with the ConnectWise platform.
  • Overview

  • Integration

  • Support

98% of companies in the USA that sell and service copiers and printers use eAutomate as their ERP. However, as they offer Managed IT they need solutions like ConnectWise PSA.

We see clients doing a lot of double entry to keep ConnectWise PSA in sync with eAutomate; this integration works to automate these entries and reduce the amount of manual work needed to keep the two systems in sync. This integration is included in your monthly subscription to CEO Juice. The integration works through the ConnectWise API, so it will work for both on-premise and hosted accounts for both ConnectWise and eAutomate. ConnectWise PSA and the RMM tools do an excellent job of tracking software and more included on the contract, so we recommend that the ConnectWise Agreement be the master for contract billing. ConnectWise PSA also does a great job of quoting non-contract hardware and again ConnectWise PSA needs to be the master. eAutomate is the master for companies & credit holds as well as inventory.

ConnectWise PSA

Requirements: 

  • Must be on Connectwise PSA 2015.3 or later, REST API was introduced in 2015.3. On-Premise or Hosted will both work.
  • Must be on e-automate 8.7 or later, Serviceable items added then. Will work with either ECI Hosted or On-Premise.

ConnectWise PSA Syncs with eAutomate by CEO Juice's PSA Integration is certified via the ConnectWise Invent Program.

If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise PSA support team can assist. For any other questions with this integration, please contact the vendor directly to resolve any issues.

Details

Overview

98% of companies in the USA that sell and service copiers and printers use eAutomate as their ERP. However, as they offer Managed IT they need solutions like ConnectWise PSA.

We see clients doing a lot of double entry to keep ConnectWise PSA in sync with eAutomate; this integration works to automate these entries and reduce the amount of manual work needed to keep the two systems in sync. This integration is included in your monthly subscription to CEO Juice. The integration works through the ConnectWise API, so it will work for both on-premise and hosted accounts for both ConnectWise and eAutomate. ConnectWise PSA and the RMM tools do an excellent job of tracking software and more included on the contract, so we recommend that the ConnectWise Agreement be the master for contract billing. ConnectWise PSA also does a great job of quoting non-contract hardware and again ConnectWise PSA needs to be the master. eAutomate is the master for companies & credit holds as well as inventory.

Integration

ConnectWise PSA

Requirements: 

  • Must be on Connectwise PSA 2015.3 or later, REST API was introduced in 2015.3. On-Premise or Hosted will both work.
  • Must be on e-automate 8.7 or later, Serviceable items added then. Will work with either ECI Hosted or On-Premise.

Support

ConnectWise PSA Syncs with eAutomate by CEO Juice's PSA Integration is certified via the ConnectWise Invent Program.

If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise PSA support team can assist. For any other questions with this integration, please contact the vendor directly to resolve any issues.