Ecosystem — ConnectWise
Flexibly integrate ConnectWise with your cloud and on-premise apps.
Stay ahead of your competition with a data management strategy that puts your team in the driver’s seat. eOne’s iPaaS gives your users the flexibility they need to integrate, migrate, and report on ConnectWise data.
Built with users in mind
Get a simple drag-and-drop interface, and effortlessly access, manipulate, and embed data wherever you need it.
The technical depth you need
Dive into the weeds if needed, with customizable workflows, scripting, complex data transformations and more.
Build solutions & manage changes with ease.
Connect to your entire business ecosystem. Exchange data smoothly and efficiently between both cloud and on-premise apps.
Make better, data-driven decisions. Get results faster.
01 Integration
Deliver custom integrations with ConnectWise without code
Ensure your team is ready to scale and grow with a connected business. IT teams and users are able to deliver all kinds of integration requirements – flexible file imports, traditional iPaaS connectivity, virtual integration as well as embedded reporting.
Common scenarios:
- ConnectWise – ERP integration.
- ConnectWise – Expense integration.
- File integration with ConnectWise.
- Synchronizing inventory between ConnectWise and other apps.
- Embedding ConnectWise data in other apps for team members to have real-time visibility to ConnectWise data.
- Embed other related data (marketing, CRM data, SQL databases, from an API) in ConnectWise
02 Data Migration
Migrate & Access Historical Data in ConnectWise without code
Moving to a new system can get really complex, especially when billing information is involved. eOne’s iPaaS suite simplifies the process with tools to work with historical data in ConnectWise. At the end of the day, your users will have access to the data they need, you can retire your legacy servers, and make the move affordably. The experience is user-friendly and ultimately, your historical data is in a user-friendly format.
Common scenarios:
- Importing open historical data to ConnectWise.
- Archiving historical data to Azure Data Lake Storage or Amazon S3 storage and then accessing it in ConnectWise.
- Archiving specific data sets or entire databases from SQL in Azure Data Lakes or Amazon S3 and then accessing it in ConnectWise
- Creating reports that include historical data and ConnectWise data in single reports.
- Embedding historical data filtered by parameters on specific ConnectWise records.
03 Reporting
Empower users to create custom ConnectWise reports
Go beyond native the native ConnectWise Report Writer and allow users to easily report on data from across tables. eOne’s reporting, powered by Popdock makes building reports a non-developer experience and allows end users to use advanced filtering to access the data they need on the fly.
Common scenarios:
- Creating reports as views with more than one ConnectWise table included.
- List view or chart of paid and open invoices.
- Total monthly sales with grouping and subgrouping to easily look at transactions by item type, salesperson, dimensions, and more.
- Reports that combine data from ConnectWise and payment gateways to view failures, successes, and details such as credit card failures.
- Timesheet and billing details are grouped by categories.
- Reports that summarize and compare data. For example: vendors that are missing their current 1099 form.
- Using Popdock to create a complex join and query. Then, use the Popdock API for your list to pull data into PowerBI or Tableau.
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Redefining iPaaS
Cover more of your ConnectWise integration requirements.
