Integrations

To add integrations to your existing accounting or PSA software, go to “Integration”, click the “Configure Integration” button and select which software you would like to integrate with the rebilling system.

Autotask

To connect to Autotask, select “Autotask” from the dropdown list, and click “Configure Integration”.

Enter your Autotask Username, Password and the Tracking Identifier then click “Submit”.

Once saved, you will see a notification telling you that the configuration has been done and Autotask is now integrated with your billing system.

What data do we get from Autotask?

• Account - Used when mapping your partner portal end customer against an Autotask Account

• Contract, Product, Material Code - We use these when you're configuring a service, creating a recurring charge and once-off. These are required when pushing Contract Cost to Autotask

What data do we push to Autotask?

• Contract Cost - When the data from an invoice is uploaded to Autotask, Contract Costs will be pushed to Autotask per Invoice Item

• Contract - When configuring a service you can create Contracts from the service configuration form. We can only set the Contract Name and start and end dates.

• Product - When configuring a service you can create products from the service configuration form. We can only set Product Name, Description, Unit Cost, Unit Price, Product Allocation Code, Active, and Serialize.

ConnectWise

Before you get started you need to create a new Security Role and an API Member as well as generate a public and a private API keys

Create New Security Rolee

1. Go to System > Security Roles

2. Click add a new role, then click the (+) button

3. Enter a name for the Role ID ( We will use this in the next step)

4. Set the following Permissions

   • Companies

     • Company Maintenance

       • Inquire Level to All

     • Contacts

       • Inquire Level to All

     • Finance

       • Agreements

       • Add Level to All

       • Edit Level to All

       • Inquire Level to All

     • Procurement

       • Product Catalog

         • Add Level to All

         • Inquire Level to All

       • Products

         • Inquire Level to All

     • System

       • Table Setup

         • Inquire Level to All

Create the API Member

1. Go to System > Members

2. Choose the API Members tab

3. Click the plus (+) New Item button in the API Members tab

4. Complete the information in the New Member form.

5. The entered Member ID, First Name and Last Name are visible to the users.

6. Choose the role created in the previous step for the Role ID

7. Click Save or Save and Close to apply

Generate the API Keys

1. Open the newly created API Member

2. Go to API Keys

3. In the Description field, enter a description for the API key

4. Click the Save You will now have your Public and Private Key displayed

Connecting to Rebilling

To connect to ConnectWise, from the dropdown list select “ConnectWise”, then click on “Configure Integration”.

Enter your ConnectWise ID, API Member ID, Public Key, Private Key and your custom URL.

Once saved, you will see a notification telling you that the configuration has been done and Connectwise is now integrated in your billing system.

What data do we get from ConnectWise?

• Companies - Used when mapping your partner portal end customer against a ConnectWise company

• Agreements and Products - This is what we set when configuring a Service, creating a Recurring and Once-off charges. This is required when pushing Agreement Additions to Connectwise.

What data do we push to Connectwise?

• Agreement Additions - This is uploaded to Connectwise when an invoice is generated and synced to ConnectWise. These are based of the Invoice Line items

• Product - This is created from the Service Confirguration page and it creates a Connectwise Product from the Service configuration page. It requires the Description, identifier, subcategory type and customer description.

Xero

Video demonstration: https://share.getcloudapp.com/NQuYzJLR

To connect to Xero, from the dropdown list select “Xero”, then click on “Configure Integration”.

Before you authenticate with Xero, the system will inform you how the integration will affect the customers saved in your system or in your Xero account. If a customer is not found within your Xero account, the system will create a new one for you.

Once you have clicked on Authenticate with Xero you will then need to be logged in.

Once logged into Xero, you will be prompted with an access request from the Rebilling System. Granting the Rebilling System access to your Xero account will provide it with the following permissions:

• Organisation settings

• Attachments

• Business transactions

• Contacts

• Name, email and user profile

If you agree to all of this, clicking “Allow Access” will automatically link the Rebilling System to your Xero account.

Once successfully authenticated, you will be redirected back to the Rebilling Configuration page, but a warning will now be displayed for the “Default Xero Account Code”.

This code will be used by default on all your products, you can choose to manually change it per Product, Once off and Recurring Charges.

What data do we get from Xero?

• Contacts - Used when mapping your partner portal end customer against an Xero Contact

• Accounts - This is required to retrieve the Xero Account Codes from Xero. This is used for setting the Default Xero Account Code, when configuring a service, creating a recurring charge, and creating a once-off charge

What data do we push to Xero?

• Invoice - An invoice is created within Xero with each line item matching the line items from the Rebilling System