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D-Tools and ConnectWise API Integration FAQs

What is ConnectWise Manage?

ConnectWise Manage is a business management solution that brings together CRM/Account management, Help Desk, billing, procurement, and service into a single environment.

What are the benefits of ConnectWise Manage?

ConnectWise Manage lets AV integrators and IT technology managers ditch inefficiencies that drain productivity and profit by integrating all aspects of their business, from marketing and sales to project management, time management, and billing. Running a business can be challenging, juggling multiple systems, cumbersome inventory processing, and complex project management. ConnectWise Manage helps integrators run the entire business by helping accurately track time, manage projects more efficiently, and streamline quoting, purchasing, service, and billing.

What benefits does the ConnectWise Manage integration provide to D-Tools users?

The integration between D-Tools and ConnectWise Manage provides a seamless workflow from the initial project proposal and design through to procurement, inventory tracking, project scheduling, and service and Help Desk management that ensures data integrity throughout the project lifecycle.  This integration with the D-Tools SI platform helps integrators streamline operations, standardize processes and improve operating efficiencies while enabling clear and consistent communication between staff members. D-Tools users are now able to track products from procurement through installation, better manage inventory and, as a result, improve cash flow and overall profitability.

Will users have to be both a D-Tools and a ConnectWise customer to utilize this integration?

Yes, the integration is only available to both D-Tools and ConnectWise Manage customers. The integration will need to be purchased from ConnectWise. D-Tools SI users will be provided with a registration process directly via the application to retrieve their API key to enable the connection between the platforms.

How does pricing work?

To access this integration, you must be both a D-Tools and ConnectWise customer – for ConnectWise pricing please visit www.connectwise.com or call ConnectWise at 800.671.6898.

This integration is available to D-Tools users participating in the D-Tools Software Assurance plan. Please contact your D-Tools sales representative at 866.386.6571 or (925) 681-2326 Option 1.

How do I connect to ConnectWise Manage from D-Tools?

To connect D-Tools and ConnectWise Manage there are a few simple steps to be done. First, activate the ConnectWise Manage Integration from D-Tools and save the API Key that is generated. Then, create an API member within ConnectWise Manage and then save the Public and Private API keys. Once you have that information you can input those keys into the D-Tools Manage portal to start exporting projects into ConnectWise Manage. Any additional questions can be found in the documentation located on the ConnectWise Marketplace Tile for D-Tools.

What if a product I have in the project isn’t already in ConnectWise Manage?

That product can easily be created in ConnectWise Manage. Detailed information such as model and part number, product description, price and cost information is automatically transferred to ConnectWise Manage.

What if a product I have in the project isn’t already in ConnectWise Manage?

That product can easily be created in ConnectWise Manage. Detailed information such as model and part number, product description, price and cost information is automatically transferred to ConnectWise Manage.

What if the customer I have in the project doesn’t exist in ConnectWise Manage?

The customer information can be easily created. Appropriate fields will be automatically filled in and available to the rest of the application.

For more information on ConnectWise Manage please visit www.connectwise.com.