Task 7. Creating Agreements for ConnectWise Companies

To successfully link MSP App accounts with ConnectWise companies and ensure that billing information is correctly populated, an Agreement must be created for each company.

To create agreements for ConnectWise companies, perform the following steps.

1. At the navigation menu, select Companies, Companies.
   
   

   

   The Company search page is displayed.
   
   

   

2. At the Company Name field, type the company name.
   The Company profile is displayed.
   
   

   

3. Click the Agreements tab.
   The Agreement fields are displayed.
   
   

   

4. Click the New Item icon.
   The New Agreement page is displayed.
   
   

   

5. Provide the following information:
   - Agreement Name: Type an agreement name.
   - Agreement Type drop-down: Select the agreement type created in ConnectWise.
   - End Date drop-down: Choose an end date or select No Ending Date checkbox.

6. Click the Save icon, as shown below.
    
   
   Go to Task 8. Adding Custom Fields to Map MSP App Accounts to ConnectWise Companies