Product Overview

IDSync® offers a software package that integrates and synchronizes Marketplace subscription billing information with ConnectWise Manage Agreements. The package, focused on the invoicing needs of the reseller community makes it quick and easy to automatically and directly update ConnectWise Manage Agreements with cost and subscription count data. The real benefit is convenient low cost usage of the Marketplace that is intended to enable on-time invoices and on-time customer payments.

Software Features include the following:

• Secure communication connection to the reseller subscriptions in the Ingram Micro Marketplace
• Software assisted tool to map and link customer specific subscriptions to customer specific agreements
• A software monitor that facilitates the pulling of cost & count data from the Marketplace subscription to the ConnectWise Manage Agreement reflecting both increase and decreased counts
• A software timer that allows for a range of settings, from continuous real time updates to ad hoc, batched, on demand retrieval of the data
• Data shows both increases and decreases to subscription
• Use of standard pro-rating techniques
• No programming, XML, scripts or CSV files required

 Installs on Windows, SQL Server, Subscription to ConnectWise Manage Installation, Setup & Process

1.      Download the IDSync Billing Connector for ConnectWise Manage
2.      Install in the reseller environment
3.      Set the timer
4.      Link subscription & billing records
5.      Use updated count and cost data in normal ConnectWise Manage billing and analysis processes

In addition to software, a QuickStart service package is available to work with the network admin, install the software, train the admin and create a real example, using actual customer of how to operate the system.