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Home > Reporting and Integrations > Integration with ConnectWise > Configure Company Mappings

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Configure Company Mappings

In Elements, navigate to Integrations > ConnectWise. On the ConnectWise page, click Company mapping.

The Company Mapping page.

Complete the steps below to configure the company mappings and the synchronization jobs.

  1. For mappings between the organizations in Elements and the companies in ConnectWise, you can take the following actions:

    • Add mapping – To manually add a mapping, refer to Add Mapping.

    • Auto mapping – To automatically map the organizations which are in the Unmapped status, refer to Auto Mapping.

    • Edit mapping – To edit the mapping for an organization, click the edit (Button: edit) button in the Edit column of a mapping. Edit the mapping settings, and then click the save (Button: save) button to update a mapping.

    • Delete mapping – To delete one or multiple mappings, select the checkboxes of organizations, and click Delete mapping. The confirmation window appears. Click OK to confirm the deletion.

  2. For the organizations which are in the Mapped status, you can take the following actions:

    • Enable auto sync – To automatically synchronize the subscription information between the organization in Elements and the companies in ConnectWise, select the checkboxes next to the organizations where the auto sync is disabled, and click Enable auto sync.

    • Sync subscription – To manually synchronize the subscription information between the organization in Elements and the companies in ConnectWise, select the checkboxes next to the organizations, and click Sync subscription.

    • Disable auto sync – To not automatically synchronize the subscription information between the organization in Elements and the companies in ConnectWise, select the checkboxes next to the organizations where the auto sync is enabled, and click Disable auto sync.

Add Mapping

To add a company mapping, click Add mapping on the Company mapping page. In the Add mapping panel, configure the following settings:

- **Organization** – In the drop-down list, select the organization of the mapping. - **Company in ConnectWise** – Enter the keyword of a company name and press **Enter** on the keyboard to search for it, and select the company in the suggestion list. - **Agreement** – Enter the keyword of an agreement and press **Enter** on the keyboard to search for it, and select the agreement in the suggestion list. - **Product ID in ConnectWise** – Select the company’s product IDs in the drop-down list. - **Enable auto sync** – Choose whether to automatically synchronize the subscription information between the organizations in Elements and the companies in ConnectWise.

Click Save to add a mapping.

Auto Mapping

Before auto mapping, you can also click the select a default agreement type link to search and select an agreement type for mapping all organizations.

To auto map organizations, select the checkboxes next to them and click Auto mapping on the Company mapping page. Search and select a default agreement type for mapping the organizations if you have not selected the default agreement type and click OK. Then, the Auto mapping page will show a table that lists the mapping results. You can manually edit the mappings.

*Note: The Auto mapping page only shows organizations that have been successfully mapped to companies in ConnectWise.

You can also delete one or multiple mappings on the Auto mapping page, select the checkboxes of organizations, and click Delete mapping. The confirmation window appears. Click OK to confirm the deletion.

Auto Mapping Rules:

Elements will auto map an organization to a company based on the following properties in order:

  1. Organization name in Elements and company name in ConnectWise.

  2. Domain of organization registered email in Elements and domain of the company’s contact.

When any of the above properties can be matched, Elements will check the agreements of the company in ConnectWise:

- If the company only has one agreement, the organization will be mapped to the company, and all product IDs will be selected for the company on the **Auto mapping** page. - If the company has multiple agreements, Elements will check whether the company has the agreement of the default agreement type selected for the organization in Elements: - If there is only one agreement of the default agreement type, the organization will be mapped to the company, and all product IDs will be selected for the company on the **Auto mapping** page. - If there is no agreement or multiple agreements of the default agreement type, the organization will be mapped to the company, but you need to manually select the agreement and product IDs on the **Auto mapping** page.