About the Marketplace
Overview
The ConnectWise Marketplace is a dedicated site for you to find integration information and reviews, workflows and partner contributed materials like templates, agreements, custom reports, configurations and more!
Navigating the ConnectWise Marketplace
Marketplace Tabs
All Apps
This tab contains a combined list of ConnectWise and Solutions Partner integrations.
Solutions Partners
This tab contains the integrations with all of our partners and Solutions Partners. You can sort by the cateogry of the integration, such as: Accounting, Dashboards, or RMM.
ConnectWise Products
This contains a comprehensive list of ConnectWise products, such as: Email Connector, Mobile Licenses, StreamlineIT and Business Transformation Audits.
Partner Exchange
This section contains tons of peer contributed templates for things like: tracks, workflow rules, CRM surveys, agreements, solution sets and more!
Searching in the Marketplace
There is a search box available on the top-right hand corner of the Marketplace screen.
- Enter your search keyword.
- Press enter or click on the magnifying glass button.
-
Search results will be display in the main window.
How to Use the Partner Exchange
Uploading and Downloading Materials from the Partner Exchange
- Upload Templates: From your ConnectWise client, navigate to the template and click the Upload/Share on Marketplace button on the toolbar. You will be prompted with a pop up box to name your template and provide a description.
- You can upload the following screens to the Marketplace:
- Agreements Setup Table
- Configuration Setup Table
- Custom Reports Setup Table
- HTML Email Templates
- Customer Portal Types Setup Table
- Products Screen
- Project Template Screen
- Project Board Setup Table
- Service Board Setup Table
- Service - CRM Surveys Setup Table
- Standard Service Template Setup Table
- Tracks Setup Table
- Views
- Workflow Rules Setup Table
Important: You will not be able to upload a workflow rule to the Marketplace if you are using custom fields for that workflow.
- You can upload the following screens to the Marketplace:
- Import Templates: From your ConnectWise client navigate to System > Marketplace.
- On this screen you will see a list of all Peer contributed templates, including descriptions and ratings. Select the green Import button to download to your ConnectWise client.
- Depending on the type of template you select, you will be given a pop-up box to fill in any customizable or required fields.
How Templates are Mapped to Manage
The following chart shows where items end up in Manage when imported from the Partner Exchange
| Marketplace | Manage |
|---|---|
| Agreements | Agreement Type Setup Table |
| Configurations | Configurations Setup Table |
| CRM Surveys | Your Hard Drive |
| Customer Portal Types | Customer Portal Type Setup Table, Portal Configuration Setup Table |
| Custom Reports | Your Hard Drive |
| HTML Email Templates | User Selected - for example, Libraries -> Documents Library |
| Products | Products Catalog |
| Project Boards | Project Board Setup Table |
| Project Templates | Project Templates Screen under the Projects Module |
| Report Writer | System -> Report Writer |
| Select Contact Check Box | Select this check box next to the contacts you want to either add or remove from a marketing manager group. |
| Service Boards | Service Board Setup Table |
| Service Templates | Standard Service Template Setup Table |
| Solution Sets | Varies - Individual components compose the solution sets |
| Tracks | Tracks Setup Table |
| Views | Varies depending on view |
| Workflow Rules | Workflow Rules Setup Table |
Shared Template Actions
- In order to add or remove templates you must be logged into the Manage client.
- After logging in, go to System > Marketplace.
- Click the link on the left side called Manage Templates. This will bring you to the University.
- After you log in, click back on the Marketplace menu item if you are not directed back to the Marketplace automatically.
- Click on Partner Exchange top menu banner in the Marketplace.
- On the left side just above the Sign Out button, select Contributed from the dropdown. This will show you any templates that were contributed by your company.
- On the right side you can choose to delete a template by selecting Delete from the dropdown. After selected, you will see a message that says "{template name} has been removed from the marketplace and will be permanently deleted in 30 days". This gives the user a chance to un-delete the template within the next 30 days. This can be compared to moving something to your recycle bin on your computer in that after 30 days it will be removed completely.
Note: Once a template has been marked for deletion, it is still visible to the owner for thirty days after being marked for deletion, but not to other partners.
How to Remove Items From the Partner Exchange