Integrations

  2. Home
  4. Docs
  6. Integrations
  8. Connectwise
  10. Connect Agreements

Connect Agreements

You are now ready to associate agreements to each company:

  • Go to a company in CloudPanel
  • Select Accounting -> Connectwise -> Connect Agreement
  • First, search for the Connectwise company in the first select box
  • After you select the Connectwise company it should populate all the agreements you currently have for that company in Connectwise. Select the email hosting agreement you created
  • Click save.
  • Click Update Now to test syncing
Was this article helpful to you? Yes No

How can we help?