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User-based Agreement Additions

Once you have a customer configured in ConnectActive for syncing, you can now choose to enable ConnectActive's Agreement Addition syncing feature. This feature will update an Agreement Addition count in ConnectWise Manage under the company's Agreement in ConnectWise Manage based on the number of active contacts. It can also include the list of users covered for invoicing.

Setup

  1. From the ConnectActive page, click on the company's "Agreements" link.
  2. Select the tab labeled "Agreement" and then select "Company-wide Mapping".
  3. Set the Invoice Options for the Agreement Addition. The default includes just "Include Names on Invoice". (Available Options listed on below)
  4. Below Invoice Options, ConnectActive will list the available Agreement Additions for the company. Select the Agreement Addition you wish to use for the company-wide, user-based Agreement Addition.
  5. Return to the top of the page and click on the "Perform Sync" button.
  6. On the Sync Matching Page, an Agreement Column is provided with three options: Auto, On, and Off. (details on below)
  7. Click on the "Proceed to Final Review Page" and then click on the "COMMIT" button. ConnectActive will then perform a full sync and update the company-wide, user-based Agreement Addition. The Agreement Addition will be updated automatically each time changes are found.

 

Invoice Options

Include Names on Invoice
You can choose whether to include the list on names covered under the Agreement Addition. If there are fewer than 50 names, the list will be "new line" delimited. For 50 and over, the list will be comma delimited.

Use Email Addresses instead of Names on Invoice
By default, ConnectActive uses the first and last names of the users for the invoice. Alternatively, you can select to use the email addresses of the users for the invoice rather than first and last names.

Include Not Covered Names on Invoice
For some customers/MSPs, it may be equally important to list out the names of Contacts that will not be covered under the Agreement.

Minimum Addition Count
Some MSPs have a required minimum count for certain Agreement Additions. The ConnectActive default is 0. If you wish to set a minimum count on an Agreement Addition, set a positive number value in the "Minimum Addition Count" field.

Top Comment (Optional)
When updating the Agreement Invoice description to include invoice names, ConnectActive will clear out the existing description and insert the product description followed by the invoice names. If you wish to include a custom Top Comment for the Agreement Addition, you may provide one.

 

Agreement Options

Auto
Each matched contact will default to "Auto". "Auto" will include users against the Agreement if the account is not disabled and has logged in within the past 30 days. If you wish to included users that have not logged in within the past 30 days, select either the "On" option or back under the Company-Wide Mapping settings, check the "Treat Unused or Abandoned Accounts as Active" checkbox. Unmatched contacts (contacts that do not exist in both AD/Office365 and ConnectWise) and contacts flagged as Ignored in ConnectActive will not be included against the Agreement Addition.

On
 A contact set to "On" will always be included against the Agreement Addition.

Off
 A contact set to "Off" will always be excluded from the Agreement Addition.

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