TD SYNNEX StreamOne® Ion PSA Connector

With the StreamOne® Ion ConnectWise Connector, TD SYNNEX partners can streamline procurement and invoicing for any products in the StreamOne® Ion platform.

  • Overview

  • Integration

  • Support

TD SYNNEX StreamOne® Ion ConnectWise Connector

With the StreamOne® Ion ConnectWise Connector, TD SYNNEX partners can streamline procurement and invoicing for any products in the StreamOne® Ion platform. Partners can map ConnectWise PSA company information, service inventory, agreements, and agreement services to the corresponding customers, products, and subscriptions in StreamOne® Ion.

The connector provides a near real-time sync to ConnectWise PSA, so partners have full visibility into pricing, margin, and any changes to their customer’s subscriptions. The connector offers flexible data mapping and sync rules, so partners can efficiently and accurately invoice customers for both SaaS and IaaS cloud purchases from any of the vendors available on StreamOne® Ion.

To learn more, visit the StreamOne® Ion website.

Integration:

StreamOne® Ion PSA Connectors allow you to fully integrate your platform data with ConnectWise, with advanced synchronization settings for flexible and configurable control over your cloud management.

Features:

  • Guided wizard for one-time connector installation and setup
  • Configurable sync rules and templates
  • Configurable proration rules
  • On-demand and scheduled daily sync
  • Menu-driven mapping wizard for customers (companies), products (services), and subscriptions (contracts and contract services)
  • Product sync including cost and price
  • Real-time sync for subscription seat count changes to contracts and contract services
  • Notifications and audit reporting
  • Enables upfront billing for license and usage-based products
  • Automated billing reconciliation sync (SaaS & IaaS)

ConnectWise PSA

Requirements:

The integration process reads the StreamOne® Ion invoices and loads billing data into ConnectWise Manage, based on the customer agreement and the ConnectWise Manage catalog item. Catalog items that support this integration are automatically generated in the ConnectWise system by StreamOne® Ion.

Features:

  • Setup is easy and doesn't require any programming.
  • Initial, one-time, secure credential and communication configuration between ConnectWise and StreamOne® Ion
  • Menu-driven, one-time mapping of StreamOne® Ion customers to ConnectWise Manage agreements – no uploading or modifying spreadsheets or csv files.
  • Automatic billing synchronization and invoice creation.

TD SYNNEX StreamOne Ion PSA Connector's ConnectWise 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 TD Synnex team directly to resolve any issues.

Details

Overview

TD SYNNEX StreamOne® Ion ConnectWise Connector

With the StreamOne® Ion ConnectWise Connector, TD SYNNEX partners can streamline procurement and invoicing for any products in the StreamOne® Ion platform. Partners can map ConnectWise PSA company information, service inventory, agreements, and agreement services to the corresponding customers, products, and subscriptions in StreamOne® Ion.

The connector provides a near real-time sync to ConnectWise PSA, so partners have full visibility into pricing, margin, and any changes to their customer’s subscriptions. The connector offers flexible data mapping and sync rules, so partners can efficiently and accurately invoice customers for both SaaS and IaaS cloud purchases from any of the vendors available on StreamOne® Ion.

To learn more, visit the StreamOne® Ion website.

Integration:

StreamOne® Ion PSA Connectors allow you to fully integrate your platform data with ConnectWise, with advanced synchronization settings for flexible and configurable control over your cloud management.

Features:

  • Guided wizard for one-time connector installation and setup
  • Configurable sync rules and templates
  • Configurable proration rules
  • On-demand and scheduled daily sync
  • Menu-driven mapping wizard for customers (companies), products (services), and subscriptions (contracts and contract services)
  • Product sync including cost and price
  • Real-time sync for subscription seat count changes to contracts and contract services
  • Notifications and audit reporting
  • Enables upfront billing for license and usage-based products
  • Automated billing reconciliation sync (SaaS & IaaS)

Integration

ConnectWise PSA

Requirements:

The integration process reads the StreamOne® Ion invoices and loads billing data into ConnectWise Manage, based on the customer agreement and the ConnectWise Manage catalog item. Catalog items that support this integration are automatically generated in the ConnectWise system by StreamOne® Ion.

Features:

  • Setup is easy and doesn't require any programming.
  • Initial, one-time, secure credential and communication configuration between ConnectWise and StreamOne® Ion
  • Menu-driven, one-time mapping of StreamOne® Ion customers to ConnectWise Manage agreements – no uploading or modifying spreadsheets or csv files.
  • Automatic billing synchronization and invoice creation.

Support

TD SYNNEX StreamOne Ion PSA Connector's ConnectWise 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 TD Synnex team directly to resolve any issues.