D-Tools is a data-driven application that streamlines the entire system integration process into a singular workflow.
From large commercial integrators to smaller companies, d-tools is a complete estimation, design, and project management software solution that scales to fit the needs of your business. System Integrator can help you increase revenues as well as reduce time and costs associated with the installation and integration of Audio Visual, energy, home automation, security and IT networking systems
With the new d-tools Connect integration to ConnectWise Manage, partners can export project information from d-tools and import it into ConnectWise. The integration will allow for the mapping and creation, if necessary, of customers, vendors, and products in ConnectWise Manage. Following the ConnectWise Manage workflow, imported projects from d-tools become won opportunities converted into projects in ConnectWise Manage.
Export records from d-tools and map or create them in ConnectWise Manage:
Projects and Opportunities
Companies and Vendors
Login Credentials must be provided to you in order to login to the website:
First, you will purchase the integration directly through ConnectWise Manage
Then, you will receive an email with a one-time link to acquire your login credentials
D-Tools SI 2017 R2 and R3
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The D-Tools ConnectWise Manage Integration is certified via the ConnectWise Invent Program. If you need assistance with ConnectWise Integration, creating API members, integration setup, or the Gozynta portal please send a note to Help@ConnectWise.com and the ConnectWise Manage support team can assist.
For issues with the D-Tools API, or to enable the integration, please contact D-Tools support at email@example.com
Biagio Larosa, Generation-e
Integration with D-Tools is a great idea. The logic they use however is flawed and needs work. For example - you cannot link a CW Opp to a DT Project and so when you sync it creates duplicate Opps. Sync changes the default contact on the CW Account to the Default contact on the DT Project. Projects are always created even if they are not needed. We've been trying to get ConnectWise to talk to us about this for months but they don't seem interested. &Gozynta has told us to talk to CW.
Date: 12/13/2018 5:05 AM
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Alex Bloemer, Home Theaters Etc.
Integration does not support change orders from D-Tools. I spoke with D-Tools and confirmed that their API supports change orders, GoZynta has simply chosen not to include them in the integration. This is a critical feature for our business and it's absence in this integration is terribly disappointing.
Date: 10/25/2018 4:22 PM
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