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CentrexIT — Pzzle & ConnectWise Integration Schema for Billing

KB00003029
Katie McEvoy Work Instruction Archived 1 min
ArchivedKatie McEvoyv1.0
Published Jun 6, 2023Expires Jun 6, 2024 (expired)
  • This process allows for billable time entries in pzzle to be pushed to connectwise to be invoiced.
  1. Locate the company RecID number in connectwise
  2. Open connectwise, go to company search, go to view and make sure you add “Company_RecID” to your columns list
  3. search for the company
  4. grab the number for the company in the Company_RecID column
  5. Add the time charge code by going to connectwise, System, setup tables
  6. Locate the charge code table under time and expense category
  7. Search for charge code and open table
  8. Add new entry by clicking +
  10. Create new entry with the following fields
  11. Description = Client Name - BE
  12. Company = select client from drop down
  13. Billing Option = Billable
  14. Available for use in time entry = Check this box
  15. Work Type = Help Desk - Remote support Business hours
  16. Example:
  17. Locate the next charge code number in Pzzle
  18. Go to pzzle, companies, customers
  19. Filter all connectwise schema clients by clicking on the filter and adding a filter for Schema contains Connectwise
  20. Select all clients and export list as csv
  21. open csv and find “connectwise_default_chargecode” column and filter and sort small to large and find the last number.
  23. The next available number is the charge code you would use in the next step. IE if the highest number is 111, use 112.
  24. Open Pzzle, go to the company page and click the add schema button
  25. add connectwise schema
  26. fill in the details with the Company_RecID in the Connectwise company ID field
  27. Add the charge code from above to the charge code field.
  28. save and close
  29. DONE!